pageid
int64 12
74.6M
| title
stringlengths 2
102
| revid
int64 962M
1.17B
| description
stringlengths 4
100
⌀ | categories
list | markdown
stringlengths 1.22k
148k
|
---|---|---|---|---|---|
20,617,798 | Quehanna Wild Area | 1,139,375,950 | State-owned wildlife area in Pennsylvania, US | [
"Allegheny Plateau",
"Civilian Conservation Corps in Pennsylvania",
"Nature reserves in Pennsylvania",
"Protected areas established in 1965",
"Protected areas of Cameron County, Pennsylvania",
"Protected areas of Clearfield County, Pennsylvania",
"Protected areas of Elk County, Pennsylvania",
"Works Progress Administration in Pennsylvania"
]
| Quehanna Wild Area (/kwəˈhænə/) is a wildlife area within parts of Cameron, Clearfield and Elk counties in the U.S. state of Pennsylvania; with a total area of 48,186 acres (75 sq mi; 195 km<sup>2</sup>), it covers parts of Elk and Moshannon State Forests. Founded in the 1950s as a nuclear research center, Quehanna has a legacy of radioactive and toxic waste contamination, while also being the largest state forest wild area in Pennsylvania, with herds of elk. The wild area is bisected by the Quehanna Highway and is home to second growth forest with mixed hardwoods and evergreens. Quehanna has two state forest natural areas: the 1,215-acre (492 ha) Wykoff Run Natural Area, and the 917-acre (371 ha) Marion Brooks Natural Area. The latter has the largest stand of white birch in Pennsylvania and the eastern United States.
The land that became Quehanna Wild Area was home to Native Americans, including the Susquehannock and Iroquois, before it was purchased by the United States in 1784. Settlers soon moved into the region and, in the 19th and early 20th centuries, the logging industry cut the virgin forests; clearcutting and forest fires transformed the once verdant land into the "Pennsylvania Desert". Pennsylvania bought this land for its state forests, and in the 1930s the Civilian Conservation Corps worked to improve them. In 1955 the Curtiss-Wright Corporation bought 80 square miles (210 km<sup>2</sup>) of state forest to focus on developing nuclear-powered jet engines. They named their facility Quehanna for the nearby West Branch Susquehanna River, itself named for the Susquehannocks.
Curtiss-Wright left in 1960, after which a succession of tenants further contaminated the nuclear reactor facility and its hot cells with radioactive isotopes, including strontium-90 and cobalt-60. The manufacture of radiation-treated hardwood flooring continued until 2002. Pennsylvania reacquired the land in 1963 and 1967, and in 1965 established Quehanna as a wild area, albeit one with a nuclear facility and industrial complex. The cleanup of the reactor and hot cells took over eight years and cost \$30 million; the facility was demolished and its nuclear license terminated in 2009. Since 1992 the industrial complex has been home to Quehanna Motivational Boot Camp, a minimum-security prison. Quehanna Wild Area has many sites where radioactive and toxic waste was buried, some of which have been cleaned up while others were dug up by black bears and white-tailed deer.
In 1970 the name was officially changed to Quehanna Wild Area, and later that decade a portion of the 73.2-mile (117.8 km) Quehanna Trail was routed through the wild area. Primitive camping by hikers is allowed, but the area has no permanent residents. Several other trails are open to cross-country skiing in the winter, but closed to vehicles. Quehanna is on the Allegheny Plateau and was struck by a tornado in 1985. Defoliating insects have further damaged the forests. Quehanna Wild Area was named an Important Bird Area by the Pennsylvania Audubon Society, and is home to many species of birds and animals. Eco-tourists come to see the birds and elk, and hunters come for the elk, coyote, and other game.
## History
### Native Americans
The Iroquoian-speaking Susquehannocks were the earliest recorded inhabitants of the West Branch Susquehanna River basin, which includes Quehanna Wild Area. They were a matriarchal society that lived in stockaded villages of large long houses. The Susquehannocks' numbers were greatly reduced by disease and warfare with the Five Nations of the Iroquois, and by 1675 they had died out, moved away, or been assimilated into other tribes. After this, the Iroquois exercised nominal control of the lands of the West Branch Susquehanna River valley. They also lived in long houses, primarily in what is now New York, and had a strong confederacy which gave them power beyond their numbers. To fill the void left by the demise of the Susquehannocks, the Iroquois encouraged such displaced eastern tribes as the Shawnee and Lenape (or Delaware) to settle in the West Branch watershed.
The Seneca tribe of the Iroquois hunted in much of Pennsylvania and the Quehanna area. The Iroquois and other tribes used the Great Shamokin Path, the major native east–west path connecting the Susquehanna and Allegheny River basins, which passed south of what is now the wild area. The native village of Chinklacamoose (or Chingleclamouche) was on this path at the West Branch Susquehanna River, at what is now Clearfield to the southwest of Quehanna. The Sinnemahoning Path along Sinnemahoning Creek ran north of Quehanna; as the path with the gentlest grade, it may have been the route the first Paleo-Indians took entering this part of Pennsylvania from the west.
The French and Indian War (1754–1763) and the subsequent colonial expansion encouraged the migration of many Native Americans westward to the Ohio River basin. In October 1784, the United States acquired a large tract of land, including what is now Quehanna Wild Area, from the Iroquois in the Second Treaty of Fort Stanwix; this acquisition is known as the Last Purchase, as it completed the series of purchases from the resident Native American tribes of lands within the boundaries of Pennsylvania, initiated by William Penn and continued by his heirs.
Although most of the Native Americans left this area of Pennsylvania, the state's Native American heritage can be found in many of its place names. The Susquehannocks were also known as the Susquehanna, from which the Susquehanna River and its West Branch obtained their names. In the 1950s the Curtiss-Wright Corporation coined the name "Quehanna" for its nuclear reservation, which it derived from the last three syllables of "Susquehanna", "in honor of the river that drained the entire region". Part of Quehanna Wild Area lies in the Moshannon State Forest, named for Moshannon Creek, which means "moose stream" or "elk stream" in the Lenape language. Sinnemahoning Creek's name means "stony salt lick" in Lenape.
### Lumber era
Prior to the arrival of William Penn and his Quaker colonists in 1682, forests covered up to 90 percent of what is now Pennsylvania: more than 31,000 square miles (80,000 km<sup>2</sup>) of eastern white pine, eastern hemlock, and a mix of hardwoods. Scull's 1770 map of the Province of Pennsylvania showed the colonists' ignorance of the land north of the West Branch Susquehanna River; Sinnemahoning Creek was missing, and the region that includes Quehanna was labeled "Buffaloe Swamp". This began to change when the land was purchased from the Iroquois in 1784, and became part of Northumberland County. In 1795 it became part of Lycoming County; as the new county was divided into more townships, Quehanna became part of Chingleclamouche Township (named for the native village). Chingleclamouche Township was included in Clearfield County when it was established in 1804. Later it was divided between at least three counties and many townships, and no longer exists under that name.
The southern part of Quehanna Wild Area is now in parts of Covington, Girard, and Karthaus townships in Clearfield County; they were incorporated in 1817, 1832, and 1841. The northwest part of Quehanna is in Benezette Township in Elk County, established in 1843. The northeast part of Quehanna is in Cameron County (incorporated in 1860) in Gibson Township, which was formed in 1804 while part of Clearfield County.
The first European American settlers arrived in Chingleclamouche Township in about 1793, and the first sawmill in Clearfield County began operating in 1805. Settlers initially occupied land along the river and creeks, as these provided a means of transportation. Some settlers would harvest timber and float it downstream once a year to make money for items they could not produce themselves, but by 1820 the first full-time lumbering operations began in the region. The white pine was the most sought after tree, yielding spars for ships and timber for buildings. Hardwoods were also harvested, and eventually hemlocks were cut for their wood and their bark, which contained tannins used in tanning leather.
As lumber became an industry in Pennsylvania, the rivers and creeks were declared public highways by the Pennsylvania General Assembly. This permitted their use to float logs to sawmills and markets. Log booms were placed on the West Branch Susquehanna River to catch the floating timber; Lock Haven built a boom in 1849, and Williamsport's Susquehanna Boom opened in 1851. Businesses purchased vast tracts of land and built splash dams on the creeks; these dams controlled water in small streams that would otherwise be unable to carry logs and rafts. For example, in 1871 a single splash dam on the Bennett Branch of Sinnemahoning Creek could release enough water to produce a wave 2 feet (0.6 m) high on the main stem for two hours. Mosquito Creek, which drains much of the southern part of Quehanna Wild Area, had at least nine splash dams in its watershed. This was the predominant lumber transport system in the Quehanna region from 1865 to 1885 and after 1850, five different kinds of lumber rafts could be found on its streams and river.
Much of the timber was too remote to be transported via the streams, and logging railroads were the next development in the Quehanna lumber era. In or around 1880, these railroads allowed the clearcutting of the remaining forests. The Quehanna plateau was unusual in using standard gauge track for its logging railroads: most such railways were narrow gauge. The logging railroads used special geared steam locomotives, such as the Shay, Climax and Heisler. Nine companies operated logging railroads in what became Moshannon State Forest; the Goodyear Lumber Company was the largest and cut much of what became Quehanna Wild Area between 1902 and 1912. The Central Pennsylvania Lumber Company logged land in the northern part of the wild area between 1907 and 1911.
There were only two major roads on the Quehanna plateau in the 19th and early 20th centuries, both originally turnpikes. The Caledonia Pike ran east–west from Bellefonte to Smethport, and passed south of what became the wild area, while the Driftwood Pike ran from near Karthaus north to Driftwood on the Sinnemahoning, and passed through the wild area. Wagon trains and railroads brought supplies to the lumber camps in the woods; some wood hicks set up small farms on cleared land that also provided food. There were at least eight farms in Quehanna, though they were not very productive because of "poorly drained acid soil and a short growing season".
The lumber era in Quehanna did not last; the old-growth and second-growth forests were clearcut by the early 20th century. Fire had always been a hazard; the sparks from logging steam engines started many wildfires, and more wood may have been lost to fires than to logging in some areas. On the clearcut land nothing remained except the discarded, dried-out tree tops, which were very flammable; much of the land burned and was left barren. The soil was depleted of nutrients, fires baked the ground hard, and jungles of blueberries, blackberries, and mountain laurel covered the clearcut land, which became known as the "Pennsylvania Desert".
### State forests
As the timber was exhausted and the land burned, many companies abandoned their holdings. Conservationists such as Joseph Rothrock became concerned that the forests would not regrow without proper management. They called for a change in the philosophy of forest management and for the state to purchase land from the lumber companies. In 1895, Rothrock was appointed the first forestry commissioner in what became the Pennsylvania Department of Forests and Waters, the forerunner of today's Department of Conservation and Natural Resources (DCNR). In 1897, the Pennsylvania General Assembly passed legislation that authorized the purchase of "unseated lands for forest reservations", and the first of the Pennsylvania state forest lands were acquired the following year.
The state first bought land that became the Moshannon State Forest in 1898; the second purchase, and first in the Quehanna region, was 3,263 acres (1,320 ha) in the Three Runs area, acquired for \$1 an acre (\$2.47 a hectare) in 1900. Three smaller state forests (Karthaus, Sinnemahoning, and Moshannon) were merged to form the present Moshannon State Forest; in 1997, the forest covered 131,622 acres (53,266 ha). The first purchase for the Elk State Forest was made in 1900, and by 1997 it encompassed 197,729 acres (80,018 ha). Forty-six percent, or 22,179 acres (8,976 ha), of the total 48,186 acres (19,500 ha) of Quehanna Wild Area lies in the Elk State Forest. The remainder lies in the Moshannon State Forest.
The state established a tree nursery in the Moshannon State Forest in 1911, which became the largest in Pennsylvania before it closed in 1980. In addition to planting millions of trees, in 1913 the state encouraged use of state forest lands by allowing permanent leases for camp sites; when the state stopped issuing new permits in 1970, 4,500 campsites had been leased. The Pennsylvania Game Commission began purchasing land for state game preserves in 1920, and by 1941, State Game Lands 34, which is partly in Quehanna Wild Area, had been established. Despite these conservation efforts, major forest fires swept the Moshannon and Elk state forests in 1912, 1913, 1926, and 1930, and minor fires occurred in other years.
During the Great Depression, the Civilian Conservation Corps (CCC) established ten camps in Moshannon State Forest, and ten in Elk State Forest. The young men of the CCC planted trees, blazed new trails, built roads and bridges, and fought fires, which continued to be a problem. In 1938 a fast-moving fire in the Elk State Forest, north of Quehanna, killed eight firefighters. The CCC also built structures and established or improved many of the state parks, including Parker Dam and S. B. Elliott State Parks on the western Quehanna plateau. The United States' entry into World War II ended the CCC, and all its camps were closed by the summer of 1942. The Quehanna Trail passes near or through the sites of several former CCC camps.
Other Depression-era public works projects shaped the area. The Works Progress Administration (WPA) had at least two camps for World War I veterans in the Quehanna area, and built the Karthaus emergency landing field for airmail planes, similar to those that became Mid-State Regional Airport and Cherry Springs Airport. The 3,700-by-1,800-foot (1,100 by 550 m) airfield was built in 1935 and 1936 along Hoover Road (the old Driftwood Pike), just north of what is now Wykoff Run Natural Area. During World War II, the landing strip was blocked to prevent enemy planes from secretly landing there.
In 1946 the Mosquito Creek Sportsmen's Association was founded to promote conservation in the region. One of the association's initial concerns was the acidification of streams, which they originally attributed to tannic acid from the trees used by the beavers to construct their dams. With the assistance of Pennsylvania's Department of Forests and Waters, Game Commission, and Fish and Boat Commission, they dynamited 79 dams. Afterward, they discovered the water was acidic upstream of the dams too, and eventually realized that the problem was caused by acid rain, not the beavers. The association has operated several stations to reduce the acidity of Mosquito Creek and its tributaries, with technical assistance from the Pennsylvania State University (Penn State).
### Atoms for Peace
In a December 8, 1953 speech to the United Nations, President Dwight D. Eisenhower announced a new Atoms for Peace policy, and Congress enacted his program into law the following year. Atoms for Peace "made funding accessible to anyone who had the imagination, if not the ability, to harness the atom's power for peaceful purposes". Under the new program, the airplane manufacturer Curtiss-Wright Corporation sought a large isolated area in central Pennsylvania "for the development of nuclear-powered jet engines and to conduct research in nucleonics, metallurgy, ultrasonics, electronics, chemicals and plastics". Curtiss-Wright worked closely with the state, and in June 1955, Governor George M. Leader signed legislation that authorized the construction of a research facility at Quehanna. The Commonwealth of Pennsylvania sold Curtiss-Wright 8,597 acres (3,479 ha) for \$181,250 (\$22.50 an acre, \$55.60 a hectare), and gave the company a 99-year lease on the remaining 42,596 acres (17,238 ha) at \$30,000 a year. Curtiss-Wright controlled 51,193 acres (80.0 sq mi; 207.2 km<sup>2</sup>) in a regular 16-sided polygon, which was easier to fence than a circular area.
The state constructed \$1.6 million of roads to the area; the Quehanna Highway was built on parts of an old CCC road, which followed an earlier logging railroad grade. Pennsylvania also canceled 212 camp site leases to help ensure security for the installation. Curtiss-Wright built three facilities on its land. The first was a nuclear research center with a nuclear reactor and six shielded radiation containment chambers for handling radioactive isotopes, referred to as hot cells, at the end of Reactor Road. The second was for jet engine trials, and had two test cells with bunkers just north of Quehanna Highway, about 0.5 miles (0.8 km) apart. The northern test cell was at the center of the 16-sided polygon; even if a jet engine broke its moorings, it could not leave the polygonal area. Both of these were on the land which Curtiss-Wright had purchased, which was a regular octagon surrounded with a 24-mile (39 km) fence built by forest rangers, supervised from three guard houses on Quehanna Highway and Wykoff Run Road. The third installation was an industrial complex at the southeast edge of the polygon, in Karthaus Township, on the Quehanna Highway. At this site, a Curtiss-Wright division manufactured Curon foam for furniture and household products and used beryllium oxide to make high-temperature ceramics for application in the nuclear industry.
In 1956 Curtiss-Wright began isotope work at the facility, and The New York Times published two stories on the new nuclear research laboratory that year, followed by a November 1957 report that the one-megawatt nuclear reactor was completed. In 1958, the corporation received a twenty-year license from the Atomic Energy Commission (AEC) to operate a four-megawatt open pool nuclear research reactor, and received permission from the Pennsylvania Sanitary Water Board to dispose of some radioactive waste in Meeker Run, a tributary of Mosquito Creek. The project was billed as "the greatest thing that ever happened in North Central Pennsylvania", and was expected to employ between 7,000 and 8,000 people. Curtiss-Wright spent \$30 million on the project, and developed a community for its scientific and technical staff at the village of Pine Glen, southeast of Karthaus in Centre County.
By 1960 the Air Force had decided not to pursue nuclear-powered aircraft, and the federal government canceled \$70 million in "high-altitude testing contracts" with Curtiss-Wright. By June 1960, the reactor was on standby and only 750 employees remained, 400 of whom were in the Curon foam division; many engineers and scientists had already left. On August 20, 1960, Curtiss-Wright announced that it was donating the reactor facility to Penn State and selling its Curon foam division; the remaining 235 employees lost their jobs. Penn State, located about an hour south of Quehanna, had its own nuclear reactor, but intended to use the Quehanna facility for research and training.
The Curtis-Wright reactor was dismantled and its fuel returned to the AEC. Martin Company, which soon became Martin Marietta, leased the hot cells, intending to use them in the manufacture of small radioisotope thermoelectric generators. Curtiss-Wright warned Penn State "that the radiation involved in Martin's operations would be 'extremely high' and of a type that posed a particular risk to human health", but Curtiss-Wright itself had left both solid and liquid radioactive waste in the facility. Some of the Curtiss-Wright waste was contaminated with toxic beryllium oxide. Penn State had acquired the reactor license, and with it came legal responsibility for the nuclear waste on the site; its plan with the AEC called for the release of 90 percent of the liquid radioactive waste into the environment and the burial of most radioactive solids on site. Items coated with beryllium oxide dust "were covered in plastic and buried out in the woods", where some were unearthed by black bears and white-tailed deer. Once jet engine testing stopped, the bunkers at the test cells were used "to store hazardous and explosive material".
In 1962 Martin Marietta began to manufacture Systems for Nuclear Auxiliary Power (SNAP) thermoelectric generators under a contract with the AEC; their AEC license allowed them to have up to 6 million curies of radioactive strontium-90 in the form of strontium titanate, which powered the SNAP generators. A SNAP-7 reactor made at Quehanna was used in the world's first nuclear-powered lighthouse, the Baltimore Harbor Light, from May 1964 to April 1966. In early 1963, Curtiss-Wright still owned or leased all of Quehanna and sublet land along Quehanna Highway to a firm that recovered copper from wire by burning off its insulation, a procedure that contaminated the soil. On July 12, 1963, Governor William Scranton announced the termination of Curtiss-Wright's lease on 42,596 acres (17,238 ha); the state paid the company for the roads it had built, and Curtiss-Wright donated six of the eight buildings in the industrial complex to the state. In 1965 the state legislature passed an act declaring the former leased area a wilderness area, and Maurice K. Goddard, secretary of the Department of Forests and Waters, named it the Quehanna Wilderness Area.
Although Martin Marietta completed its AEC contract and its lease expired on December 21, 1966, it had to stay at the reactor site "until radiation contamination was brought to acceptable levels". Martin Marietta partially decontaminated the site, and in April 1967 undertook a joint radiological survey with Penn State and the AEC. The survey found "licensable [sic] quantities of strontium-90 stayed behind as structural contamination and residual radioactivity in piping and tanks, estimated at about 0.2 curies". This met the standards for that day, although Penn State did raise questions about the contamination remaining. Strontium is chemically very similar to calcium (both are alkaline earth metals) and can be absorbed by the body, where it is chiefly incorporated into bones. Strontium-90 decays by beta decay and has a half-life of 29 years; when it is in the body, its radioactivity can lead to bone cancer and leukemia.
Many in the conservation movement urged the state to buy back the land, especially after the Curtiss-Wright lease was canceled. In April 1967 Penn State vacated the site and gave the reactor complex to the state. Martin Marietta departed in June 1967, and early in that same year, Pennsylvania bought the remaining land back from Curtiss-Wright for \$992,500, about \$811,000 more than they had sold it for in 1955. Various usage plans for the area were proposed, including: a vacation resort with a large artificial lake, motels, golf courses, and honeymoon resort; a Penn State game preserve stocked with exotic animals like bison and boar; a large youth camp for several hundred children; and a radioactive waste disposal site. By November 1967, all of the land was back in the state forests and state game lands.
### Protected area and reclamation
#### Reactor facility
In 1967, Pennsylvania leased the reactor complex to the Nuclear Materials and Equipment Corporation (NUMEC), which already had a federal license to work with nuclear materials. NUMEC, which soon became a subsidiary of Atlantic-Richfield Corporation (ARCO), set up a large irradiator in what had been the reactor pool. The irradiator contained over 1 million curies of cobalt-60 to produce intense gamma rays, which were used to sterilize medical equipment and irradiate food and wood. In the spring of 1967 the state had concluded that radiation contamination at the Quehanna site "could never be completely cleaned up", and so was glad to find a tenant with nuclear experience.
A group of NUMEC employees discovered that irradiating hardwood treated with plastics produced very durable flooring. In 1978 they formed PermaGrain Products, Inc. as a separate company from ARCO, and purchased the rights to the process as well as "the main irradiator, a smaller shielded irradiator and related equipment". PermaGrain sold the flooring for use in basketball courts and gymnasiums, and was the longest occupant of the Quehanna facility, operating there from 1978 to December 2002. PermaGrain also let Neutron Products, Inc., a Maryland company, do cobalt-60 work in its hot cells, which required an amendment of their license from the Nuclear Regulatory Commission (NRC, the successor to the AEC).
In 1993, strontium-90 contamination in the reactor facility led the NRC to require PermaGrain to begin decontamination work, and the Pennsylvania DEP commissioned a "site characterization study". In 1998, a firm named NES began the cleanup work; they changed their name to Scientech in 1999 and to EnergySolutions in 2006. The cleanup was originally estimated to take six months; by 2006 it had taken 8 years and cost \$30 million. According to the Pennsylvania Department of Environmental Protection's (DEP) Bureau of Radiation Protection: "Inadequate characterization of the site and the presence of ongoing industrial operations resulted in many project delays and increased costs." The hot cells proved to have more radioactive sources than originally thought. In October 1998 a Scientech worker doing decontamination cut a tube in hot cell number 4, which accidentally released strontium-90 into PermaGrain's work area. As a result, a robot had to be constructed to remove 3,000 curies of cobalt-60 in two of the hot cells, dismantle cell 4, and decontaminate the rest remotely.
After the accidental release, another radiological survey was performed, and the state government concluded that PermaGrain needed to be relocated. The DCNR made the policy decision that Quehanna Wild Area would be closed to industrial uses. After looking at multiple sites with Clearfield County development authorities, a new site for PermaGrain Products was purchased, and the company submitted its plans for a new building and license to the NRC in October 2001. In order to approve the move to the new site, the NRC required PermaGrain to provide an inventory of all their cobalt-60 sources, dispose of a damaged source, and dispose of any other sources not mechanically certified. However in late December 2002, PermaGrain filed for bankruptcy under Chapter Seven. PermaGrain had employed 135 people in 1988 and 80 in 1995.
When PermaGrain went bankrupt, about 100,000 curies of cobalt-60 were abandoned at the reactor facility, which was now under the control of Pennsylvania's government. The DEP assumed responsibility for the NRC license and legacy contamination. The United States Environmental Protection Agency (EPA), working with the NRC and state, removed the cobalt-60 from the site for disposal at the low-level radioactive waste facility in Barnwell, South Carolina in September 2003. Scientech continued decontamination work and demolished the hot cells; much of this work was done robotically, with financial aid from the Department of Energy.
The cleanup was thought finished, so a final survey was done in December 2004, and a Final Status Survey Report was filed in February 2005. However, when the NRC and scientists from the Oak Ridge Institute for Science and Education surveyed the facility in May 2005, they found many areas of contamination above the legal limits. According to the NRC's Quehanna Site Status Summary, strontium-90 had contaminated the "buildings as well as ... surface and subsurface soil" but was not in groundwater. More cleanup work was done in the summer of 2005, but the site still did not meet NRC regulations. DEP concluded that "some type of migration of radioactive material [was] taking place in the concrete at the facility", and changed its disposal plan. The new plan called for demolition of the building without completing decontamination, and disposal of the above ground material in a regular landfill. This plan was approved by the NRC in October 2006, and a December 2006 survey showed "that the above grade structure met the release limits" of the disposal plan. The former reactor structure was demolished, and on May 13, 2009 the NRC released the state from its license for the site. As of 2011, a small octagonal "restricted area" around the reactor site is still shown on official DCNR maps.
#### Contamination and cleanup
On September 20, 1967, two Bureau of Forestry employees attempted to remove a metal ladder from a 20,000-US-gallon (76,000 L; 17,000 imp gal) metal storage tank for jet fuel at the northern jet engine test cell. Both were killed in an explosion when the acetylene torch cut through the tank wall and ignited fumes inside it. A tract within the Elk State Forest at the northern edge of the wild area is known as Noble-Chambers Memorial Forest in their memory. Although Fergus reports entering a bunker in his 2002 book, and Young describes a bunker's slit windows in his 2008 book, as of 2010 the southern bunker was covered with earth, and the northern bunker is still completely intact and can be entered.
In 1986, former Curtiss-Wright and Martin Marietta employees testified about hazards and waste disposal practices before a hearing of the Pennsylvania House of Representatives. A former employee told how a night watchman walked through a spill in the reactor complex without knowing it; the man's car and the carpets in his house had to be destroyed as a result of the contamination. Others told about burying hundreds of drums of unknown waste from the reactor facility and digging a trench 125 by 25 feet (38.1 by 7.6 m) and 12 feet (3.7 m) deep for waste drums north of Wykoff Run Road. The locations of some sites, which included radioactive waste, beryllium oxide, and other toxic compounds, were not recorded. A forest ranger testified that he had dismantled a CCC-built drinking water fountain fed by a spring because it was downhill from the reactor and he feared people might drink contaminated water from it.
In 1964, drilling revealed that the Quehanna Wild Area's geology and hydrology made it unsuitable for burying waste. However, according to Seeley's Great Buffaloe Swamp, a history of the Quehanna region, there are 180 contamination sites in the wild area. Waste has been found at the former air field, within the Wykoff Run Natural Area, near the industrial complex, at the former Lincoln Farm, and at the copper wire-burning site on the highway. These last three waste sites were cleaned in 1991 at a cost of \$187,698. At the wire-burning site 150 short tons (140 t) of contaminated soil were removed from 3 acres (1.2 ha), with clean earth and grass seed placed on top of the area. The waste was also removed from the farm site, but at the industrial complex the waste was covered with 2,500 cubic yards (1,900 m<sup>3</sup>) of soil on 4 acres (1.6 ha) and fenced off.
#### Piper complex and boot camp
The industrial complex covers about 100 acres (40 ha) on both sides of Quehanna Highway at the southeast edge of the Quehanna Wild Area. Although the industrial complex lies within the historic 16-sided polygon, it is no longer part of the wild area. After Curtiss-Wright's lease ended and it donated six of the eight buildings in the complex to the state in 1963, Pennsylvania formed the Commonwealth Industrial Research Corporation to administer and lease the Quehanna facilities, which it did until 1967. Over the years a series of tenants have occupied parts of the industrial complex. One company manufactured logging trailers there from 1967 to 1971, and another processed frozen meat from 1968 to 1970. In 1968 Piper Aircraft established a plant to make metal and plastic parts for airplanes. The complex was renamed from Quehanna to Piper, a name it retains. Piper employed up to 1,000 people, but moved its operations from Pennsylvania to Florida in 1984.
The Young Adult Conservation Corps was also based at Piper from 1977 to 1982. This federally funded program employed up to 45 young people for local conservation projects in the state parks and forests and on state game lands. In addition, Sylvania Electric Products used two buildings in the industrial complex as warehouses for light bulbs until 1993. In 1992, the Pennsylvania Department of Transportation began a heavy equipment training school at Piper, which is still in operation.
In 1992 the Pennsylvania Department of Corrections opened the Quehanna Motivational Boot Camp at Piper as the state's "first military-style motivational boot camp". The minimum security program for non-violent, first-time offenders has accepted both male and female inmates from the start. Originally designed to house 200, the Department of Corrections expanded the facility in the late 1990s to a capacity of 500 on about 50 acres (20 ha). The inmates spend six months in a military-style program that offers opportunities for education and builds positive life skills; they also are offered drug and alcohol therapy. Those who successfully complete the boot camp program, which is considered an alternative to prison, are released on parole. The boot camp began to receive men and women from the "general population of state prison inmates" in 2005 and 2006, respectively. At the end of June 2009, the facility had 494 inmates, 61 percent of whom were in the boot camp program, and cost just over \$17 million a year to operate.
#### Wild area
In December 1970 the state forest commission officially changed the designation from Quehanna Wilderness Area to Quehanna Wild Area, making it the first state forest wild area in Pennsylvania. Elk and Moshannon state forests jointly administer Quehanna's 48,186 acres (75.3 sq mi; 195.0 km<sup>2</sup>); for comparison, this is over three times larger than the 23-square-mile (60 km<sup>2</sup>) area of Manhattan, making Quehanna the largest of the 16 wild areas in the state. According to the Pennsylvania Bureau of Forestry, "a wild area is an extensive area, which the general public will be permitted to see, use and enjoy for such activities as hiking, hunting, and fishing. No development of a permanent nature will be permitted in order to retain the undeveloped character of the area. These areas will be administered according to the principals of forest protection...".
Consequently, within a wild area, no new permanent camp leases, mines, wells, roads, or rights-of-way for utility lines are allowed, although existing camps, roads, and rights-of-way may remain. Vehicles are allowed only on public roads; trails are limited to hikers, bicyclists, equestrians, and wheelchairs, and only primitive camping by backpackers is allowed. Quehanna has two paved roads open to vehicles, and is crossed by rights-of-way for three electrical power lines and two natural gas pipelines. It is one of the largest areas in Pennsylvania without permanent inhabitants.
The state forest system also has natural areas, with more restricted usage. According to the Bureau of Forestry, "A natural area is an area of unique scenic, historic, geologic or ecological value that will be maintained in a natural condition by allowing physical and biological processes to operate, usually without direct human intervention." Quehanna Wild Area contains two state forest natural areas: the 1,215-acre (492 ha) Wykoff Run Natural Area in the center, and the 917-acre (371 ha) Marion Brooks Natural Area on the northwest edge. Marion Brooks Natural Area, known for its 22-acre (8.9 ha) stand of white birch, was formerly known as Paige Run Natural Area; in 1975 it was renamed for Marion E. Brooks, a pioneering environmentalist from Elk County. Quehanna Wild Area also has two wildlife viewing areas with blinds for observing elk and other animals: Beaver Run Dam's pond and wetlands and Hoover Farm's fields and feeding plots.
The Quehanna plateau is home to the Quehanna Trail, a 73.2-mile (117.8 km) loop hiking trail, about 34 miles (55 km) of which are in Quehanna Wild Area. The trail was built in 1976 and 1977 with help from a federally funded jobs program, the Young Adult Conservation Corps, and the Pennsylvania Conservation Corps. Parts of the trail have been moved, away from damage caused by the 1985 tornado, to avoid pipelines, to circumvent the Piper Boot Camp, and to pass closer to streams. The wild area also has six shallow ponds for waterfowl and other wildlife, the result of dams built on marshy areas in the 1970s. In 1997 the whole Quehanna Wild Area was declared Pennsylvania Important Bird Area \#31 by the Pennsylvania Audubon Society. In 2003, the Bureau of Forestry proposed expanding the Quehanna Wild Area by incorporating more of the surrounding Elk and Moshannon State Forests.
Despite efforts to restrict use, some environmentalists criticize Quehanna's administration. Christopher Klyza, author of Wilderness Comes Home: Rewilding the Northeast, notes that the Pennsylvania wild areas are not true wilderness areas. He is especially critical of the continued use of roads through the wild areas and limited logging allowed "for forest health and wildlife habitat improvements".
## Geology and climate
Quehanna Wild Area lies at an elevation of 1,896 feet (578 m) on the Allegheny Plateau. The area falls into portions of two distinct geological physiographic provinces, with all but the northernmost part in the Pittsburgh Low Plateau, known for its coal and mineral deposits, and characterized by steep-cut stream beds. The northernmost part of the wild area, including Marion Brooks Natural Area, is in the Deep Valleys section, home to some of the most remote and wild areas of the state; streams here have cut deep valleys with steep-sided slopes. In the southern part of Quehanna Wild Area, the Mosquito Creek gorge is up to 500 feet (150 m) deep, and the Red Run gorge in the north is almost 900 feet (270 m) deep.
The Allegheny Plateau formed in the Alleghenian orogeny some 300 million years ago, when the part of Gondwana that became Africa collided with the landmass that became North America, forming Pangaea. In the dissected plateau, years of erosion have cut away the soft rocks, forming the valleys, and leaving the hardest rocks relatively untouched. The land on which Quehanna Wild Area sits was part of the coastline of a shallow sea that covered a great portion of what is now North America in the Pennsylvanian subperiod. The high mountains to the east of the sea gradually eroded, causing a buildup of sediment made up primarily of clay, sand and gravel. Tremendous pressure on the sediment caused the formation of the rocks that are found today.
At least five major rock formations from the Devonian and Carboniferous periods are present in Quehanna Wild Area. The youngest of these, which forms the highest points on the plateau, is the Pennsylvanian Allegheny Formation, which has clay, coal, limestone, sandstone, and shale. Below this is the Pennsylvanian Pottsville Formation, a gray conglomerate that may contain sandstone, siltstone, and shale, as well as anthracite coal, and which forms much of the Quehanna plateau. The next formations are found in the valleys and gorges which the creeks have eroded over time. The first of these is the Mississippian Pocono Formation, which is buff-colored with shale, coal, and conglomerate inclusions; parts of this formation are also known as the Burgoon Sandstone. Below this is the late Devonian and early Mississippian Huntley Mountain Formation, which is made of relatively soft grayish-red shale and olive-gray sandstone. The lowest and oldest layer is the red shale and siltstone of the Catskill Formation.
The Allegheny Plateau has a continental climate, with occasional severe low temperatures in winter and average daily temperature ranges (the difference between the daily high and low) of 20 °F (11 °C) in winter and 26 °F (14 °C) in summer. Quehanna Wild Area is part of the Mosquito Creek and Wykoff Run watersheds, where the mean annual precipitation is 40 to 42 inches (1,016 to 1,067 mm). Weather records are not available for Quehanna Wild Area, but they are known for the nearby village of Karthaus. The highest recorded temperature at Karthaus was 106 °F (41 °C) in 2011, and the record low was −22 °F (−30 °C) in 1994. On average, January is the coldest month, July is the hottest month, and June is the wettest month.
### 1985 tornado
On May 31, 1985, an outbreak of 43 tornadoes struck northeastern Ohio, western and central Pennsylvania, New York, and southern Ontario, killing 88 people. The Storm Data Center of the National Weather Service rated the outbreak "the 12th most 'significant' tornado event of all time". Pennsylvania was struck by 17 tornadoes that Memorial Day, including the only F5 tornado on the Fujita scale in the state's history. The tornadoes caused 65 deaths in Pennsylvania and were not dissipated by the state's mountainous landscape, "forever putting to rest the myth that such terrain can deter them".
An F4 tornado passed through Quehanna Wild Area; its path of destruction crossed the Quehanna Highway at the Clearfield–Cameron county line. It traveled over 69 miles (111 km) of mainly dense forest and wilderness in central Pennsylvania, and damaged or destroyed buildings early in its life, including a CCC-built lodge at Parker Dam State Park. The damage path from this storm was estimated to be at least 2.2 miles (3.5 km) wide. Its winds—200 to 260 miles per hour (320 to 420 km/h)—ripped up small and medium-sized trees and shrubs, tore leaves and limbs from some of the big trees, and snapped others like matchsticks. As it headed west through Moshannon State Forest in Clearfield and Centre counties, Gregory S. Forbes, then a meteorology professor at Penn State, said the debris from the tornado was visible on his WSR-57 radar scanners. The reactor building was just north of the tornado's path and suffered \$200,000 in damage, but no radiation leaks occurred.
The tornado outbreak injured more than 1,000 people and caused \$450 million in total damages and destruction. Moshannon State Forest lost an estimated \$8 million in lumber to the tornado that hit Quehanna; after the storm, \$2 million in timber was salvaged in the state forest. In the ensuing years, the affected forest at Quehanna, though younger and smaller than the surrounding woods, has partly recovered. The official map for the Quehanna Trail is labeled "tornado zone" where the twister passed through the wild area.
## Ecology
### Flora
The virgin forests of what became Quehanna Wild Area were different in composition and quality than those of today. Eastern white pine and eastern hemlock were more common, often found on shady slopes and damp areas on plateaus. Chestnut oak and pitch pine favored slopes that were sandy or rocky, and the forest had a mixture of hardwoods, including ash, beech, birch, chestnut, maple, and yellow poplar. Each acre (0.4 ha) of these virgin forests could produce up to 100,000 board feet (236 m<sup>3</sup>) of white pine and 200,000 board feet (472 m<sup>3</sup>) of hemlock and hardwoods. For comparison, the same area of forest today produces a total of 5,000 board feet (11.8 m<sup>3</sup>) on average. The virgin forests cooled the land and streams. Centuries of accumulated organic matter in the forest soil caused slow percolation of rainfall into the streams, so they flowed more evenly year-round.
The clearcutting and repeated fires changed all of this. New growth was often composed of different plants and trees than had originally been there. Near Beaver Run in Quehanna there are wetlands that were originally hemlock forest. Hemlocks transpire large amounts of water and once they were gone the soil was too wet to support most trees; the bracken and ferns that replaced the hemlocks altered the soil qualities to discourage trees as well. Within the Quehanna Wild Area 650 acres (260 ha) are wetlands. Fires and erosion removed nutrients from the soil, and in some areas the soil was so poor in nutrients that only white birch, a pioneer species, would grow there. Marion Brooks Natural Area has the largest stand of white birch in Pennsylvania and the eastern United States. These trees are now 80 to 90 years old and reaching the end of their lifespans.
Besides forest fires and tornado damage, there have been other threats to Quehanna's forests in the 20th century. Many trees were lost when chestnut blight wiped out the American chestnut trees by 1925; in the Quehanna area, this species constituted between one-quarter and one-half of the hardwoods. In the 1960s, white and chestnut oak trees had high mortality from pit scale insects and associated fungi. Larvae of oak leaf roller moths, which defoliate oaks, first appeared on 8,200 acres (3,300 ha) of Quehanna Wild Area in the late 1960s; at their peak in the late 1960s and early 1970s they had defoliated 234,700 acres (95,000 ha) of Moshannon State Forest and 110,000 acres (45,000 ha) in Elk State Forest, with moderate to heavy tree mortality. A similar pest, oak leaf tier, stripped 375,000 acres (152,000 ha) of oaks in Elk State Forest by 1970. The gypsy moth defoliated over 156,000 acres (63,000 ha) of deciduous trees in the 1970s and 1980s. The forests within the Quehanna Important Bird Area are 84 percent hardwoods, 4 percent mixed hardwood and evergreens, less than 1 percent evergreens, 7 percent transitional between forests and fields, and 3 percent perennial herbaceous plants. As well as trees, the forests have blueberry and huckleberry bushes and thickets of mountain laurel and rhododendron.
### Fauna
Some animals, previously present in abundance, have disappeared, or the populations declined, through habitat loss. By 1912, after the forests had been clearcut, Quehanna was covered by "vast expanses of brush, created when the root systems of cut-off trees sprouted up through the discarded tops and limbs of the logged forest". Once the forest fires were controlled, this brush offered habitat for many game species. By the early 1940s, the CCC had thinned brush in many areas, and the forest had matured. Shade from the canopy decreased brush in the understory. By the early 21st century, many of the trees in Quehanna were 80 to 100 years old, and the maturation of the forests led to the disappearance of species like bobwhite quail, ring-necked pheasant, and snowshoe hare; white-tailed deer, ruffed grouse, black squirrel, and cottontail rabbit all became less common. Efforts by the Mosquito Creek Sportsmen's Association (MCSA) to reintroduce bobwhite quail, ring-necked pheasant, and snowshoe hare have been unsuccessful.
Other animals became locally extinct through overhunting. The last elk in Pennsylvania was killed in Elk County in 1867. The Pennsylvania Game Commission brought 177 animals from the Rocky Mountains to the state from 1913 to 1926; today the elk herd of over 600 animals can often be seen in Quehanna Wild Area. Between 1906 and 1925, Pennsylvania became so concerned about declining numbers of white-tailed deer that it imported nearly 1,200 animals from Michigan to re-establish the species, and made it the official state animal in 1959. In the early 21st century, over-grazing by deer threatens plant diversity. By the early 20th century, the fisher, a small mammal similar to the European polecat or American marten, was hunted to extinction in Pennsylvania. Between 1994 and 1998, 190 animals were released in five sites in the northern part of the state, including 23 animals along Quehanna's Wykoff Run in 1995. Breeding populations of fisher appear to have been reestablished.
Still other animals seem to thrive regardless of the maturity of the forest or the presence of the understory. Common animals found in Quehanna include chipmunks, porcupine, and beaver, omnivores such as the black bear and raccoon, and predators like bobcat, red fox, and coyote (which has been in Pennsylvania since the 1930s). Many of the streams in Quehanna Wild Area are known for trout (brook, brown and rainbow); some populations are wild and others are stocked by the Pennsylvania Fish and Boat Commission and Mosquito Creek Sportsmen's Association. The wild area is also home to timber rattlesnake, eastern garter snake, and spring peeper (a type of frog), as well as butterflies like great spangled fritillary, monarch, red-spotted purple, and black, eastern tiger, and spicebush swallowtails. Any of these mammals, especially the white-tailed deer, can carry ticks, and such tick-borne diseases as Lyme disease are a health concern for hikers.
As an International Bird Area, Quehanna's forests are recognized as a "large, unfragmented tract with exceptional diversity of woodland species" and are home to 102 species of birds. Common birds include American crow, black-capped chickadee, blue jay, broad-winged hawk, common raven, hermit thrush, house sparrow, northern waterthrush, starling, whip-poor-will, and wild turkey. Quehanna Wild Area includes a variety of forest, riparian, and wetland habitats that support a diversity of animals. The shrub and scrubland areas left by the 1985 tornado and cleared for elk to feed in are home to indigo bunting and prairie warbler, while ponds and wetlands attract waterfowl such as hooded merganser and wood duck, and wading birds like great blue heron. The birch forest of Marion Brooks Natural Area is home to downy, hairy, and pileated woodpeckers, the oak forest of Wykoff Run Natural Area has black-throated green warbler, red-eyed vireo, and white-breasted nuthatch, and its aspen groves have woodcock. In addition to the commonly seen red-tailed hawk, other raptors include the northern goshawk and the golden and bald eagles.
## Recreation
According to the DCNR, Quehanna Wild Area is for the public "to see, use and enjoy for such activities as hiking, hunting, and fishing". The main hiking trail on the Quehanna plateau is the Quehanna Trail, a 73.2-mile (117.8 km) loop trail that passes through the wild area and Moshannon and Elk State Forests. The main trailhead for most hikers is at Parker Dam State Park to the west of the wild area. From there the trail, which is blazed in orange, heads east to the southern part of Quehanna Wild Area, skirts Piper and the Boot Camp there, then turns north, crosses Wykoff Run and turns west again. After passing through Marion Brooks Natural Area, the trail leaves the wild area and completes the loop back at Parker Dam. The Quehanna Trail is considered a strenuous hike not just because of its length, but for its 9,700 feet (2,957 m) of changes in elevation. Two yellow-blazed connector trails add 30 miles (48 km) to the system, and there are many side trails and small trails off the Quehanna Highway. Most trails are open to cross-country skiing in the winter. According to the DCNR, the Quehanna Trail "passes through some of the most wild and beautiful country Pennsylvania has to offer".
Susan Stranahan's Susquehanna: River of Dreams reports that before Curtiss-Wright took over the area in 1955, Quehanna was considered "some of the best hunting land in the state". No hunting or fishing were initially allowed on the leased land, but by July 1959 fishing on Mosquito Creek was allowed again, as was limited hunting to help control the deer. In October 1963 hunting resumed throughout the wild area, four years before the state purchased the land back from Curtiss-Wright. As of 2010, the Pennsylvania Game Commission allowed hunting of the following species found in Quehanna Wild Area: American crow, beaver, black bear, black squirrel, bobcat, bobwhite quail, cottontail rabbit, coyote, elk, house sparrow, raccoon, red fox, ring-necked pheasant, ruffed grouse, white-tailed deer, wild turkey, and woodcock. The Mosquito Creek Sportsmen's Association has sponsored an annual coyote hunt each winter hunt since 1992. The club has also provided food plots for deer and elk, fed game animals in winter, planted and pruned fruit trees, stocked fish, and treated streams for acid rain. Fishing is primarily for trout.
The Quehanna Wild Area is also seen, used, and enjoyed by bird watchers attracted by its status as an Important Bird Area. Audubon Pennsylvania and the DCNR have prepared the Susquehanna River Birding and Wildlife Trail guide which lists three sites in Quehanna: Wykoff Run, Beaver Run Wildlife Viewing Area, and the whole wild area. The DCNR has published a guide to Elk Scenic Drive which lists 23 attractions, four in Quehanna: Marion Brooks and Wykoff Run Natural Areas, and Beaver Run and Hoover Farm Wildlife Viewing Areas. |
33,819,755 | Pasqua Rosée | 1,164,908,257 | Owner of the first coffee-house in London | [
"17th-century Greek people",
"Businesspeople from London",
"Businesspeople in coffee",
"Greek emigrants to England",
"Interlopers (business)"
]
| Pasqua Rosée () was a 17th-century servant who opened the first coffee-house in London and possibly Britain. He was born into the ethnic Greek community of the Republic of Ragusa (now southernmost Croatia). In 1651 he became the servant of Daniel Edwards, an English merchant of the Levant Company who was living in Smyrna (modern İzmir, Turkey) in the Ottoman Empire; Rosée's duties included preparing and serving Edwards's daily coffee.
In late 1651 Edwards returned to London, taking Rosée with him. The number and frequency of friends visiting Edwards to drink coffee with him disrupted his social life, and so he set up Rosée as the proprietor of a coffee-house near the Royal Exchange. As Rosée was not a freeman of the City of London he was not able to trade; accordingly Edwards made his father-in-law's former apprentice, Christopher "Kitt" Bowman—a freeman of the City—join Rosée as a partner. The last known reference to Rosée was in 1658, after which Bowman ran the coffee-house with his wife until his death in 1662. There are stories that Rosée left London as a result of a misdemeanour and that he went to Holland or Germany to sell coffee, although there is no evidence this was the case.
The number of coffee-houses grew rapidly after Rosée opened his outlet. By 1708 there were 500–600 in London and Westminster, and others in provincial cities. The original premises of the coffee-house was destroyed in the 1666 Great Fire of London. On its location is a late nineteenth century building housing—in the twenty-first century—a pub, the Jamaica Wine House; a commemorative plaque is now on the spot, unveiled in 1952—the tercentenary of the founding of Rosée's shop.
## Biography
### Background and work in Smyrna
Pasqua Rosée was born in the early seventeenth century into the ethnic Greek community of the Republic of Ragusa (now southernmost Croatia), and is variously described as Greek, Armenian, Turkish and "of Greek or Turkish origin". Little is known about his early life, but it is thought he spoke at least three languages: Greek, Turkish and English.
By 1651 Rosée was living in Smyrna (modern İzmir, Turkey), in the Ottoman Empire, where he became the servant of Daniel Edwards, an English merchant of the Levant Company. The Levant Company was an English chartered company formed in 1592 with the purpose of regulating English trade with the Ottoman Empire and the Levant. The charter effectively provided a monopoly for fifty-three English merchants named in the text. English traders preferred to employ Levantine servants as they were cheaper than those from England and had better knowledge of the local languages and customs. Rosée's language skills made him an important aid for Edwards in business, and he acted as "a clerk of accounts, a translator and a social diplomat, using his knowledge of Turkish customs to smooth the path of commerce", according to the historian Markman Ellis; he also acted in a personal capacity as Edwards's valet and coachman. Although Edwards's servants prepared and served his food, as his valet, Rosée prepared and served his coffee.
Edwards left Smyrna in late 1651 to return to England, accompanied by Rosée; this was either because Edwards had thwarted activities of a royalist cadre in the Levant Company in 1647 and 1650, or because of an outbreak of plague in the region, which reached Smyrna in September 1651. According to Markman Ellis, "Edwards brought some characteristics of Levantine merchants: hard work, Puritan politics and coffee drinking". According to one of Edwards's friends, it was known he "drank two or three dishes [of coffee] at a time, twice or thrice a day". Friends would visit Edwards frequently to share his coffee and socialise; so many visited to taste this novel drink that it affected his family life, and in 1652 he decided to set up a coffee-house. As the rules of the Levant company meant he was unable to open it himself, he set up Rosée in business.
### Coffee shop
Edwards and Rosée selected premises in St Michael's Alley, just off Cornhill and near the Royal Exchange. The lanes and alleys around the Exchange—a favoured place for merchants to meet daily—were busy with traders, lawyers, tavern keepers and the general public. The first incarnation of their coffee-house was a shed resembling a market stall on the edge of the churchyard of St Michael's Church. A sign hung over Rosée's stall, described either as "an image of himself dressed in some Levantine clothing", or a sign portraying his head.
To promote his enterprise, in 1652 Rosée published a handbill advertising "The Vertue of the Coffee Drink" in which he extolled the benefits of coffee, claiming "It is excellent to prevent and cure the dropsy, gout and scurvy", as well as scrofula, miscarriages and "a most excellent remedy against the spleen, hypocondriack winds and the like". This is the earliest-known advertisement for coffee, according to the historian Aytoun Ellis. The launch of the new product onto the London market was aided by the politics of the day, with puritans attacking the sale of wine and beer as being connected to the profligate and licentious activities of the Royalists. Taverners and wine merchants bemoaned the falling sales of their products in 1651 and 1652, and Rosée's positioning of coffee as a healthy and sober drink helped the product become commercially successful. One contemporary estimated that Rosée's turnover was 30 or 40 shillings a day – approximately £450 to 600 a year.
Markman Ellis considers the estimate is "probably overstated", although Rosée's business was successful enough to generate jealousy from local tavern owners; they petitioned the Lord Mayor of London on the basis that Rosée was not a freeman of the City of London, and therefore should not be able to trade as he did. To overcome the barrier to Rosée's continuing trading, Edwards turned to his father-in-law, Alderman Thomas Hodges, who proposed one of his former apprentices, Christopher "Kitt" Bowman, a freeman of the City of London, to join Rosée as a partner, which took place in 1654.
In 1656 Rosée and Bowman moved from their shed into premises, also in St Michael's Alley, which measured 27.5 by 19 feet (8.4 by 5.8 m); the property was in poor condition, needing repairs and the men paid an annual rent of £4. The two men operated in partnership until at least 1658 (when they were both listed in the churchwardens' accounts), but Rosée seems to have no part in the joint venture after that. The two men also ran competing coffee-houses on opposite sides of the street, which was remembered in doggerel verse, published under the name Adrianus del Tasso:
>
> Pull courage, Pasqua, fear no Harms,
>
> From the besieging Foe;
>
> Make good your ground, stand to your Arms,
>
> Hold out this summer, and then tho'
>
> He'll storm, he'll not prevail—your Face
>
> Shall give the Coffee Pot the chace.
There are no records relating to Rosée after 1658. The apothecary and writer John Houghton, writing in 1699, said that Rosée disappeared from London "for some misdemeanour", although no record or evidence for the misdemeanour has been found. There were claims that he left England and sold coffee in Germany or Holland—the latter in 1664—but there is no evidence to support either claim.
## Legacy
Bowman continued to run the coffee-house until 1662, when he died of tuberculosis. His widow continued to run the coffee-house until at least May 1663, when hers was one of seven coffee-houses in the Cornhill ward. The original closely built wooden buildings in St Michael's Avenue were destroyed in the 1666 Great Fire of London, although the stone-built church survived.
Rosée's was only the first of many coffee-houses in London. In 1659 a Covent Garden barber wrote that there was seemingly coffee sold "in almost every street" and by 1663 there were 83 coffee-houses in London, the clients of which were largely connected to trade in the Levant or Baltic region. Increasingly they became, as Markman Ellis writes, "firmly associated with the tumultuous political culture of the Commonwealth". In the early years of the growth of coffee-houses, there was opposition from local tavern keepers, who complained to the Lord Mayor of London about the number of non-Freemen of the city involved in the trade, and in December 1675, after the restoration of the monarchy, Charles II issued "A proclamation for the Suppression of Coffee-Houses", which withdrew all licences to sell coffee; the resulting uproar led to the proclamation being withdrawn. No precise figures exist, but by 1708 coffee-houses were found in several provincial cities, with 500–600 in London and Westminster, and in 1739, the London Directories listed 551.
Coffee-houses soon grew to be an important aspect of stock trading. In 1698 one trader began publishing share prices from Jonathan's Coffee-House and then from Garraway's Coffee House; according to the historian Elizabeth Hennessy, this publication is "among the earliest evidence of the existence of organised trading in marketable securities in London". Lloyd's Coffee House in Tower Street was opened in the 1680s by Edward Lloyd; he began publishing news sheets relating to shipping movements, and a newspaper, Lloyd's News. He would also rent out tables to those who insured ships, and traders, merchants and shipowners congregated at the coffee-house to do business; this was the origin of the Lloyd's of London shipping market.
Rosée's sign was copied and imitated by several other coffee-houses and taverns across Britain. In his 1963 study of London coffee-houses from 1652 to 1900, the historian Bryant Lillywhite identified over fifty outlets using a sign comprising a Turk's head. After he left the coffee-house, Rosée's reputation remained in the popular memory. He was the inspiration for a character in Knavery in all Trades, a play written by John Tatham in 1664, and he was the target of the anonymously written satire "A Broad-Side Against Coffee". A pub, the Jamaica Wine House, built in the nineteenth-century, now occupies the location of Rosée's outlet in St Michael's Alley. In 1952 the Lord Mayor of London, Sir Leslie Boyce, unveiled a plaque on the location, in celebration of the tercentenary of the founding of Rosée's shop.
## First coffee-house
Markman Ellis writes that several sources state that Rosée's coffee-house was the first in London but the second in England, after an earlier coffee-house that may have existed in Oxford; he considers this erroneous and that Rosée's "was the first in Christendom". The source of information about the Oxford coffee-house, Ellis states, is from the Oxford antiquarian Anthony Wood who wrote in his diary, known as "Secretum Antonii", that "Jacob a Jew opened a coffey house at the Angel in the parish of S. Peter, in the East Oxon". Wood left the reference undated, but the editor of his work, Andrew Clark, dated it to March 1650 or 1651. Wood's diaries state that coffee was consumed in private in 1650 in Oxford and that it was "publickly solde at or neare the Angel within the East Gate of Oxon ... by an outlander or a Jew" at some point between August 1654 and April 1655. |
91,853 | Battle of Tippecanoe | 1,158,593,642 | 1811 battle of Tecumseh's War | [
"1810s battles",
"1811 in the United States",
"Battles in the Old Northwest",
"Battles of the War of 1812 in Indiana",
"Native American history of Indiana",
"Night battles",
"November 1811 events",
"Shawnee history",
"Tecumseh",
"Wars involving the indigenous peoples of North America",
"William Henry Harrison"
]
| The Battle of Tippecanoe (/ˌtɪpikəˈnuː/ TIP-ee-kə-NOO) was fought on November 7, 1811, in Battle Ground, Indiana, between American forces led by then Governor William Henry Harrison of the Indiana Territory and Native American forces associated with Shawnee leader Tecumseh and his brother Tenskwatawa (commonly known as "The Prophet"), leaders of a confederacy of various tribes who opposed European-American settlement of the American frontier. As tensions and violence increased, Governor Harrison marched with an army of about 1,000 men to attack the confederacy's headquarters at Prophetstown, near the confluence of the Tippecanoe River and the Wabash River.
Tecumseh was not yet ready to oppose the United States by force and was away recruiting allies when Harrison's army arrived. Tenskwatawa was a spiritual leader but not a military man, and he was in charge. Harrison camped near Prophetstown on November 6 and arranged to meet with Tenskwatawa the following day. Early the next morning warriors from Prophetstown attacked Harrison's army. They took the army by surprise, but Harrison and his men stood their ground for more than two hours. After the battle, Harrison's men burned Prophetstown to the ground, destroying the food supplies stored for the winter. The soldiers then returned to their homes.
Harrison accomplished his goal of destroying Prophetstown. The win proved decisive and garnered Harrison the nickname of "Tippecanoe". Meanwhile, the defeat dealt a fatal blow for Tecumseh's confederacy and, though comeback attempts were made, it never fully recovered. So popular was Harrison’s nickname that the Whigs turned "Tippecanoe and Tyler too" into the slogan and a popular song for Harrison and his running mate John Tyler's 1840 presidential campaign.
## Background
William Henry Harrison was appointed governor of the newly formed Indiana Territory in 1800, and he sought to secure title to the area for settlement. He negotiated land cession treaties with the Miami, Pottawatomie, Lenape, and other tribes in which 3 million acres (approximately 12,000 km<sup>2</sup>) were acquired by the United States at the Treaty of Fort Wayne, the second of such treaties after the earlier treaty of 1803.
The leader of the Shawnee, Tecumseh, opposed the 1809 Treaty of Fort Wayne. He believed that land was owned in common by all tribes; therefore specific parcels of lands could not be sold without full agreement from all the tribes. The previous generation Mohawk leader Joseph Brant advocated a similar philosophy and called for unification of tribes. Tecumseh's younger brother Tenskwatawa, known as the Prophet, was a spiritual leader among the northwestern tribes, advocating for a return to traditional ancestral ways. Though Tecumseh resisted the 1809 treaty, he was reluctant to confront the United States directly. He traveled through tribal lands, urging warriors to abandon their chiefs to join his effort, threatening to kill chiefs and warriors who adhered to the terms of the treaty, building a resistance at Prophetstown.
## Prelude
In 1810, Tecumseh and Governor Harrison met at Grouseland (Harrison's Vincennes home). Tecumseh demanded nullification of the treaty and the lands returned to the tribes. Harrison insisted each tribe had individual and separate arrangements with the United States, ridiculing the idea of common ownership of lands. Tecumseh stated his position clearly: he would serve the American loyally if the lands were returned; if not he would seek an alliance with the British. As early as 1810, British agents had sought to secure an alliance with Tecumseh, who was reluctant to ally with them because he recognized that they used the tribes to fight their wars on the frontier. Yet he travelled to Canada to meet with the British and Canadians in November 1810, after securing alliances with the Potawatomi and the Odawa as well as contacting the Iowa.
In the following year, Harrison blamed the Shawnee for the murder of a handful of men on the frontier and for the theft of a boatload of salt, but more importantly sent a stream of letters to Washington requesting permission to move against them. He wrote, "In Indian warfare there is no security but in offensive measures." He summoned Tecumseh to a meeting in the summer of 1811. As before, Tecumseh presented himself as an eloquent speaker but the meeting proved unproductive. Tecumseh informed Harrison he was leaving to recruit among the Muscogee and Choctaws and asked to wait upon his return to commence settlement on the disputed lands. He said he wanted "no mischief" during his absence, a plea he made to Harrison and Tenskwatawa.
Tenskwatawa stayed with the Shawnee who were camped at the Tippecanoe in Prophetstown, a settlement that had grown to a few hundred structures and a sizable population. Harrison believed military force the only solution towards militant tribes. Secretary of War William Eustis sent orders to preserve peace with the Native Americans, but went on to say, "but if the Prophet should commence, or seriously threaten, hostilities he ought to be attacked." Harrison sent a series of letters to Tenskwatawa with a number of demands. He accused Tenskwatawa's followers of murdering whites in Illinois (almost certainly the work of Main Poc and his Potawatomi); ordered non-Shawnee residents banned from Prophetstown; and accused the Shawnee of horse theft. Tenskwatawa replied that the horses would be returned but failed to address the other demands. Harrison started raising troops. About 400 militia came from Indiana and 120 cavalry volunteers from Kentucky, led by Kentucky's U.S District Attorney Joseph Hamilton Daveiss. There were 300 Army regulars commanded by Col. John Parker Boyd, and additional native scouts. All told he had an about 1,000 troops.
Harrison gathered the scattered militia companies at Fort Knox north of Vincennes. They reached Terre Haute, Indiana where they camped and built Fort Harrison. The month of October was spent constructing the fort, resupplying and training the troops. The Shawnee captured a group of Delaware chiefs traveling to Harrison, who had asked them to act as negotiators; after their release they arrived at the end of October with accounts of various aggressive actions. When a guard was shot outside the fort, Harrison considered it an aggressive action and reason for military retaliation against Prophetstown. He wrote to Eustis: "Nothing now remains but to chastise him [Tenskwatawa] and he shall certainly get it.
## Battle
Harrison's forces approached Prophetstown on November 6. He was to meet the next day with Tenskwatawa but believed negotiation futile. They made camp on Burnett's Creek, (Battleground, Indiana); the troops bedded down fully dressed and armed, based on Harrison's Aide-de-camp Bartholomew's advice.
Positioned in pickets according to battle lines, they kept blazing fires alight in the rain, which illuminated the camp. Harrison did not command fortifications erected. The perimeter was guarded by two companies of sentries. Captain Spier Spencer's Indiana Yellow Jacket riflemen, (known for their light-colored buckskins), was posted on the southern end of the camp perimeter. The rest of the militia established an irregular rectangular formation along the edges of the bluff surrounding the camp. Lieutenant Colonel Joseph Bartholomew commanded all infantry units guarding the front line. The regulars and dragoons were kept in reserve behind the main line, commanded by Major Floyd, Major Daveiss, and former congressman Captain Benjamin Parke.
Tenskwatawa told Michigan Governor Lewis Cass in 1816 that he did not order his warriors to attack Harrison, and he blamed the Ho-Chunk (Winnebago) warriors in his camp for launching the attack. Not long after the battle a Kickapoo chief told British Indian agent Matthew Elliot, that the shooting of two Winnebago warriors by the sentries "aroused the indignation of the Indians and they determined to be revenged and accordingly commenced the attack." Tenskwatawa's followers were worried by the nearby army and feared an imminent attack. They had begun to fortify the town but had not completed their defenses. In council the night of November 6, Tenskwatawa seems to have agreed to a preemptive strike against the Americans, and to sending in a party under the cover of dark to murder Harrison in his tent. He assured the warriors that he would cast spells to prevent them from being harmed and to cause confusion among Harrison's army so that they would not resist. The warriors began to surround Harrison's army, looking for a way to enter the camp undetected. A man named Ben was a wagon driver traveling with Harrison's army, and he had deserted to the Shawnees during the expedition. He agreed to lead a group of warriors through the line to Harrison's tent during the late night hours, but he was captured by the camp sentries, taken back to camp, and bound. He was later convicted of treason, but Harrison pardoned him.
Accounts are unclear about how the battle began, but Harrison's sentinels encountered advancing warriors in the pre-dawn hours of November 7. Lieutenant Colonel Joseph Bartholomew was officer of the day, and he had ordered the troops to sleep with their weapons loaded. Around 4:30 a.m., the soldiers awoke to scattered gunshots, and found that they were nearly encircled by Tenskwatawa's forces. Contact was first made on the left flank of the perimeter, then to the front of the camp, the right flank and the rear. Captain Robert Barton's regulars and Captain Frederick Geiger's Kentucky militia faced immediate fierce attacks and were unable to hold their line. Harrison replaced them with the Indiana militia, commanded by Lieutenant Peters – their commander Wentworth died in the first attack. Harrison found the front line under fire (facing Prophetstown), pressed by warriors with rifles situated in a grove of trees. The Americans held their position as the attacks continued, the regulars reinforcing that critical section of the line. The militia's small-caliber rifles had little effect on the warriors as they rushed the defenders.
White Loon and Stone Eater were Tenskwatawa's war chiefs. The Prophet situated himself on a small hill overlooking the battle. The element of surprise was lost at the start of the battle, forcing the warriors to attack in a disorganized and uncoordinated fashion, with numerous small assaults. They reorganized and rushed the Americans whenever Harrison's troops drove them off. Meanwhile, warriors with rifles crawled on their stomachs from the woods towards the line.
On the northern end of the camp, Major Daveiss led the dragoons on a counter-charge. Most of Daveiss' company subsequently retreated to Harrison's main line following the charge, but Daveiss was killed. The grove was cleared by the 4th regiment regulars. To the rear, the attack was the strongest. The Indiana Yellow Jackets were under heavy fire, unable to hold their line, their commander, Captain Spencer, dead. His death is documented in Harrison's November 18, 1811 dispatch to Eustis: "Spencer was wounded in the head. He exhorted his men to fight valiantly. He was shot through both thighs and fell; still continuing to encourage them, he was raised up, and received a ball through his body, which put an immediate end to his existence." Harrison moved two reserve companies under the command of Captain Robb to join Spencer's only living officer, ensign John Tipton, and they sealed the breach in the line. Throughout the next hour, Harrison's troops fought off several more charges. The warriors began to run low on ammunition; the rising sun revealed the dwindling size of Tenskwatawa's forces who quickly dispersed into the woods. Harrison's troops pursued. They discovered the bodies of 36 warriors in the woods, scalping them.
The battle lasted about two hours and Harrison sustained 188 casualties: 37 died in action, 25 were mortally wounded. Another 126 sustained less serious wounds. The Yellow Jackets suffered the highest casualties of the battle, with all but one officer killed. The number of Native American casualties is still the subject of debate, but it was certainly lower than that of the American forces. Historians estimate that as many as 50 were killed and about 70 to 80 were wounded. The warriors retreated to Prophetstown where, according to one chief's account, they confronted Tenskwatawa, accusing him of deceit because of the many deaths, which his spells were supposed to have prevented. He blamed his wife for desecrating his magic medicine and offered to cast a new spell; he insisted that the warriors launch a second attack, but they refused.
The following day, November 8, Harrison sent a small group of men to inspect the Shawnee town and found it was deserted except for one elderly woman too sick to flee. The remainder of the defeated villagers had evacuated during the night. Harrison ordered the village burned, including 5,000 bushels of corn and beans in the storehouse. Furthermore he had the village cemetery dug up, with corpses left strewn about. After Harrison's troops departed the area, the villagers returned, digging up many of the American corpses and scattering the bodies in retaliation.
## Aftermath
The day after the battle, the American wounded were loaded onto wagons and brought back to Vincennes. They arrived at Fort Harrison about six days later. They boarded boats for the return to Vincennes on the river, arriving on November 18, at which point the militia was released home. Harrison informed Eustis of a battle near the Tippecanoe River, giving extensive details. Eustis replied with a note demanding to know why Harrison had not taken adequate precautions in fortifying his camp. Harrison replied that he had considered the position strong enough without fortification.
At first, newspapers carried little information about the battle, as they were focused on the highlights of the on-going Napoleonic Wars in Europe. An Ohio newspaper printed a copy of dispatches from Kentucky and characterized the battle as a defeat for the United States. Shocked at the loss of Daveiss, well-known and liked, Kentucky papers criticized Harrison and one ran a front page lament for Daveiss. When the story was picked up in the east it was critical of Harrison, the Long Island Star writing, "Governor Harrison's account with the Indians, in general, is not very satisfying."
Historians have long believed that Tecumseh was furious with Tenskwatawa for losing the battle, and that Tecumseh had threatened to kill his brother for making the attack. Tenskwatawa lost prestige after the battle and no longer served as a leader of the confederacy. In their subsequent meetings with Harrison, several Native Americans leaders claimed that Tenskwatawa's influence was destroyed; some accounts said that he was being persecuted by other leaders. The situation was more nuanced according to historians Alfred A. Cave and Robert Owens who explain the Native Americans were trying to mislead Harrison in an attempt to calm the situation, and that Tenskwatawa continued to play an important role in the confederacy.
Harrison claimed that he had won a decisive victory, but some modern historians raise doubts. "In none of the [contemporaneous] reports from Indian agents, traders, and public officials on the aftermath of Tippecanoe can we find confirmation of the claim that Harrison had won a decisive victory", according to Alfred Cave. The defeat was a setback for Tecumseh's confederacy, although they rebuilt Prophetstown, and native violence increased on the frontier after the battle. Adam Jortner says that the battle was a disaster for both sides, except in strengthening Tenskwatawa's religious movement.
On December 16, 1811, the first of the New Madrid earthquakes shook the South and the Midwest. Many tribes took the earthquake as a vindication of Tenskwatawa's powers, seeing it as a "call to action". They increased their attacks against American settlers and against isolated outposts in Indiana and the Illinois Territory, resulting in the deaths of many civilians. Tecumseh continued to play a major role in military operations on the frontier. By the time that the U.S. declared war on Great Britain in the War of 1812, Tecumseh's confederacy was ready to launch its own war against the United States – this time with the British in open alliance.
The Shawnee partially rebuilt Prophetstown over the next year. Tecumseh continued to play a major role in military operations on the frontier. His warriors were with British forces that captured Fort Detroit from the United States in the War of 1812, and it was not until Tecumseh's death at the Battle of the Thames in 1813 that his confederacy ceased to threaten the Americans.
"Tippecanoe and Tyler too" became the slogan and a popular song for Harrison and his running mate John Tyler in the 1840 presidential campaign. The Whigs leveraged Harrison's successes, using the song as a slogan and reminder of the battle.
## Memorial
The white participants in the battle received the Thanks of Congress. The resolution originally included William Henry Harrison by name, but his name was removed before passage. Harrison considered this to be an insult, thinking that Congress implied that he was the one person in the campaign not worthy of accolades, and he suggested that it held him up to obloquy and disrespect. After Tippecanoe, Boyd's vocal criticism caused controversy. He said without the presence of the regulars, the militia would have been routed, and he questioned Harrison's fitness as commander. Harrison was, however, awarded the Thanks of Congress and a Congressional Gold Medal in 1818 for victory at the Battle of the Thames. A number of counties in Indiana were named for American soldiers at the battle: Bartholomew, Daviess, Spencer, Tipton and Warrick.
Harrison returned to the battlefield in 1835 to give speeches during his first presidential campaign, and he called for the creation of a memorial to preserve the battle site. John Tipton later purchased the land to preserve it and deeded it to the state on November 7, 1836 which was the twenty-fifth anniversary of the battle.
In 1908, the Indiana General Assembly commissioned an obelisk memorial at the battleground that was 85-foot (26 m) high. On October 9, 1960, the Tippecanoe Battlefield was named a national historic landmark. In 1961, some 10,000 people attended the 150th anniversary of the battle.
In the following years, the battle site attracted fewer visitors and fell into disrepair. The Tippecanoe County Historical Association now maintains the battleground and a museum about the battle. |
419,271 | Final Fantasy XI | 1,171,275,634 | 2002 video game | [
"2002 video games",
"Active massively multiplayer online games",
"Fantasy massively multiplayer online role-playing games",
"Final Fantasy video games",
"Japan Game Awards' Game of the Year winners",
"Massively multiplayer online role-playing games",
"PlayStation 2 games",
"Role-playing video games",
"Sony Interactive Entertainment games",
"Video games developed in Japan",
"Video games scored by Kumi Tanioka",
"Video games scored by Naoshi Mizuta",
"Video games scored by Nobuo Uematsu",
"Video games set on fictional planets",
"Video games with cross-platform play",
"Video games with expansion packs",
"Virtual economies",
"War video games",
"Windows games",
"Xbox 360 games"
]
| also known as Final Fantasy XI Online, is a massively multiplayer online role-playing game (MMORPG), originally developed and published by Squaresoft and then published by Square Enix as the eleventh main installment of the Final Fantasy series. Designed and produced by Hiromichi Tanaka, it was released in Japan on May 16, 2002, for PlayStation 2 and Microsoft Windows-based personal computers in November of that year. The game was the first MMORPG to offer cross-platform play between PlayStation 2 and PC. It was later released for the Xbox 360 in April 2006. All versions of the game require a monthly subscription to play.
The story is set in the fantasy world of Vana'diel, where player-created avatars can both compete and cooperate in a variety of objectives to develop an assortment of jobs, skills, and earn in-game item rewards. Players can undertake an array of quests and progress through the in-game hierarchy and through the major plot of the game. Since its debut in 2002, five expansion packs have been released along with six add-on scenarios. Each expansion pack and add-on brings a new major storyline to the Final Fantasy XI world, along with numerous areas, quests, events and item rewards.
In 2015, Square Enix released the final main scenario for Final Fantasy XI titled Rhapsodies of Vana'diel. Final Fantasy XI became the final active server on the PlayStation 2 online service. Support for the PlayStation 2 and Xbox 360 versions was ultimately ended on March 31, 2016, leaving only the PC platform playable. A mobile client for the game was under development by Square Enix in collaboration with Korean developer Nexon, using Unreal Engine 4, but was cancelled in late 2020. A spin-off mobile game, Final Fantasy Grandmasters was released on September 30, 2015. As of September 2020, a new, episodic story series titled The Voracious Resurgence has since been added to the game. The storyline concluded in June 2023. In May of 2022 rumors had circulated that FFXI may soon be shutting down. Yoji Fujito released a statement noting that this was not the case and users should not worry about the services being shut down any time soon.
## Gameplay
Final Fantasy XI is a massively multiplayer online role-playing game (MMORPG), and differs from previous titles in the series in several ways. Unlike the predefined main characters of previous Final Fantasy titles, players are able to customize their characters in limited ways, including selecting from one of five races and choosing their gender, facial style, hair color, body size, job, and nation allegiance. Also diverging from previous games in the series, the game takes place in a fully three-dimensional landscape with enemies freely roaming in it, allowing battles to occur in real time as opposed to the random encounters used in previous games - a trend continued in every numbered Final Fantasy title since.
There are currently 16 public game worlds available for play, down from 32 at the game's height, with approximately 15,000 to 20,000 players in each. A private Test Server was opened to eligible players to aid in feedback of updates in development for the game in mid-2011. The servers are named after summoned monsters from previous Final Fantasy titles, such as Ifrit and Diabolos. Players have the ability to move between servers, though Square Enix charges a "world transfer" fee to do so. There are no region-specific or system-specific servers, and unlike most online games, players of different languages play in the same world and can interact through automatic language translation from a library of translated phrases. The game servers are run by Square Enix as part of their PlayOnline network.
### Interface
Players have the option of using any combination of a keyboard, mouse, and controller to play Final Fantasy XI. While by default, a player using a PlayStation 2 or an Xbox 360 uses a virtual/in-game keyboard option, the player is able to use an external keyboard that is USB compatible for communication within the game. The head-up display in Final Fantasy XI consists of a log window, menus, and several game information elements. The log window at the bottom of the screen displays system messages, battle messages, and text input by other players. Players may choose to filter what appears in the log window. "Menus" allow the player to access different commands, status windows, and configuration options. The "action command menu" appears just above the log window and gives the player several options to interact with the game world. Several menu options are available through the use of keyboard shortcuts, as well.
### Basic gameplay
Story related gameplay in Final Fantasy XI consists of two major components: missions, through which the main storyline of the game is told, and quests, which do not advance the main storyline, but fill out the game's fantasy world. Completing missions allows a player to advance in rank, which grants access to new areas, several privileges, and various other storylines. At first, a player may only complete missions for their home nation, though they are able to change allegiances later on, allowing access to other nations' storylines. Quests may be undertaken for their various rewards, or to acquire "fame", which allows a character to become well-known and respected by NPCs; a higher fame rating will open up new interactions and quests with NPCs. At release, over one hundred quests were available to play and each expansion pack has added its own set of missions and quests. Players obtain in-game money known as gil by completing missions, quests and defeating Beastmen, though unlike previous Final Fantasy games, these monsters drop only small amounts. Gil can then be exchanged amongst players for goods through the Auction House, or be used to purchase items and rewards from NPCs.
Unlike some MMORPGs, there is very little focus on player versus player (PvP) combat, instead the game revolves around player versus environment (PvE). There are numerous PvE activities and events for players to partake in, including instanced activities and shared spaces activities. Some instanced events include Dynamis, Salvage, Assault and Nyzul Isle, which involve anywhere between 6 and 64 players. These battle grounds give players a series of objectives to overcome or complete and enemies to defeat, generally within a certain time frame. Popular shared spaces activities include hunting Notorious Monsters, fiends that rarely appear and drop precious loot.
The only way to attack other players in PvP is to enter one on one competition activities known as "Conflict". The first form of competition, called Ballista, involves players competing to score points by throwing petras into a castle-like structure known as a Rook. The second form is known as "Brenner", and features a capture the flag type system.
From time to time special seasonal festivals and events are held. They last only for a set period of time and offer a variety of fun or useful rewards. Many events have changed over time, adding new features and eliminating old ones. These events are geared towards any level, often restricting players to level 1, so that veterans and novice players alike can join in together. Events celebrated are often thematically based on real life equivalents, for example: Valentione's Day in place of Valentine's Day, the Egg Hunt Egg-stravaganza in place of Easter, and the Starlight Celebration in place of Christmas.
### Battle and party system
Battles in Final Fantasy XI take place in the world in which players move around, a first in the series, where battle had previously taken place in a separate screen via random encounters. The surprise of the random encounter system is achieved via aggressive monsters, who will attack players based on different factors such as sight and sound. This format would continue in future Final Fantasy games. Monsters within the game operate under a system of "claim" and "enmity". A monster is claimed the moment a player performs any offensive action upon it, whether physical, magical or ability related. With some exceptions, once a monster is claimed it can only be attacked by players in the party or alliance of the player that claimed it. A monster will focus its attention on whoever has built up the most enmity. Players have several means at their disposal, including spells, abilities and items, to build up enmity or shed it to their advantage in battle - a factor that features heavily in group, or "party" play.
To defeat more powerful monsters and gain experience points efficiently, players can join a party. A regular party has room for six members. Like in many other games, a well-balanced party will consist of several archetypes- namely a healer, a tank (the party member with high defense that will be the main target of the monster), and the damage dealer. The enmity system comes into play heavily in parties, as players try to keep the monsters attention off fragile jobs and on the tanks. One of the key aspects of the battle system lies in the extreme flexibility of the party composition: unlike many other games, there are no constraints on the role (or "job" class) of the party members. This feature allows to tackle every fight with a wide array of different strategies, while encouraging the community to share new, creative ways of handling a certain type of enemy.
A party can expand into an alliance, with up to three parties combined, with a total of 18 players. Alliances are necessary to complete more difficult challenges: including missions, quests, nation or territory driven events, and defeating notorious monsters. Much of end-game play consists of alliance forces overcoming these higher level challenges and can even allow several alliances to enter into specific instances owned by a group of players (e.g. Dynamis instances entry is controlled by an hourglass item).
Final Fantasy XI's incarnation of Limit Breaks are "Weapon Skills". Physical damage given and received fills a Tactical Points (TP) bar, to a maximum of 3000. Any amount above 1000 is able to be used up by being channelled into a weapon skill. These skills vary in effect depending on job class, what weapon is equipped, how full the TP bar is, and how proficient the player is with the weapon. If partying with other players, one may use these weapon skills in succession in order to create a "Skillchain". A skillchain creates additional damage after a series of weapon skills are used. Building on this even further, magic used on a skillchain at the right time will receive a boost to its damage; this is called a "Magic Burst". In order to create the best possible skillchains and magic bursts, players must work together, focusing on each other's actions and timing.
### Job system
Final Fantasy XI uses the concept of changing Jobs in a similar fashion to Final Fantasy III, and currently has twenty-two Jobs as of the latest expansion pack in 2013. There are six "standard Jobs" available to choose from at the start of the game. After one standard Job has reached Level 30, the "extra Jobs" are accessible upon completing certain quests. Players are able to change their jobs any time from inside their house or by speaking with a Nomad Moogle. In June 2010, the long-standing level limit of 75 was incrementally increased to the higher level cap of 99, finishing in the December 2011 version update.
Jobs have a combination of unique "job traits", "job abilities", and magic spells, giving them a specific role within group play due to their area of expertise. Job traits are passive abilities that are always in effect, while job abilities must be activated by the player in order to come into effect. They last a limited time and have a "cooldown" period before they can be used again. Magic spells are available to certain jobs, and in addition to a cooldown period, they often consume MP or some form of item in order to be cast, while at the same time requiring the user to stand still. Additionally, each job has a special one-hour ability that performs an extraordinary function.
The unique system of Final Fantasy XI's job system is the "Support Job". This system allows a player to augment their character with abilities, traits, and spells from another chosen job, at half the level of their current job. For instance, a Level 20 Warrior setting Ninja as their support job would allow them to use all Ninja abilities, traits, and spells up to that of a level 10 Ninja, while still primarily being a Level 20 Warrior. The support job system allows for job-merges never before seen in the Final Fantasy series. However, there are some exceptions to the system. One-hour abilities and other abilities deemed signature to a particular job (such as Call Wyvern for Dragoons) are restricted to being used only on the main job.
### Crafting and hobbies
In addition to completing quests and missions, players can participate in several side-minigames and other activities. One such minigame is fishing, where players can measure their strength against the fish they attempt to catch. Another is clamming, where players collect as many fish or sea creatures as possible without going over their bucket's size limit. Gardening allows players to raise plants in their residence, or "Mog House" as it is known in the game. The raising and breeding of Chocobos was a long-requested activity enabled in the summer 2006 update. Chocobo racing began in March 2007, which allowed for the racing of player-raised Chocobos against non-player characters (NPCs). Winning racers can earn "Chocobucks", which can be used to buy, for example, items that assist Chocobo breeding.
An important part of the game is the accumulation of items, especially rare ones, which allow players to create powerful weapons, armour and food. There are many ways to obtain items, such as harvesting, excavating, logging, mining, defeating monsters, and digging by using Chocobos. Square Enix attempted to increase the opportunity for players to find rare items in order to equalize the game and stop the practice of "gil selling", or exchanging real money for in-game items. The item auction system was shut down temporarily once due to some players exploiting the system. Items can be created by consuming elemental crystals (obtained by fighting monsters) with other ingredients in a process called "synthesis". Recipe results can vary widely based on the player's skill, the quality of the player's equipment worn, and the ingredients used. There is large speculation (though nothing evidently documented yet) about the moon phase, direction the player is facing, in-game day (every day of the week is assigned an element), and even time of day the synthesis is performed to either increase or reduce the results of the recipe.
### Game economy
Final Fantasy XI has a largely player-based economy, with a heavy reliance on auction houses in each of the major cities of Vana'diel. There are certain economic controls in place mainly in the form of fees for putting items up for auction. Transportation, auction house, item storage, and fees do not go to players; these gil sinks effectively remove money from the economy to prevent inflation. The city of Jeuno used to levy a tax on bazaar purchases inside the city, but was removed in a patch in the December 2008 version update.
Square Enix has stated that the trade of items for real currency is officially a violation of the Terms of Service for Final Fantasy XI. In early 2006, Square Enix discovered that a group of players had found a way to generate game currency and exchange it for real currency, which, in turn, drove up prices for all items across the game. In response, 700 accounts were permanently banned and 300 billion gil was removed from circulation. That July, Square Enix banned or suspended over 8,000 other accounts for similar manipulation and commerce. Since 2006, Square Enix has regularly banned accounts found to be in violation of the terms, some of them using third-party tools, effectively removing billions of gil from the in-game economy.
## Plot
### Setting
The setting of Final Fantasy XI is the world of Vana'diel, a rich world with diverse climates, ranging from northern glaciers and southern deserts, to ethereal realms and sky landmasses. Vana'diel is divided into a number of regions, which are subdivided into areas known as "zones". These zones are available for exploration and consist of outdoor areas, dungeons, cities, and towns. Players are able to explore a portion of Vana'diel, including the Middle Lands, Near East, and with the release of Seekers of Adoulin, the near west. Six city states exist in the available lands, The Republic of Bastok, The Kingdom of San d'Oria, The Federation of Windurst, The Grand Duchy of Jeuno, The Empire of Aht Urhgan and the Sacred City of Adoulin. While most areas are accessible by walking, various modes of transportation, ranging from the classic Final Fantasy Chocobo and airships to special spells, facilitate movement across the game world.
Ancient lore states that Vana'diel was created as a playground for the Gods and their children, who themselves were spawned from an enormous and sentient Crystal. Eventually wishing to be one with the Gods, the children constructed a pathway to paradise. They were smote down for their insolence and their cities cast to the bottom of the sea. After seeing the destruction of her children and filled with sadness, the Goddess Altana wept five tears that gave life to the five Enlightened Races of Vana'diel. The God of Twilight, Promathia, condemned her weakness and the life that arose from it. Promathia cursed the five races with eternal conflict amongst themselves by bringing forth their darkest attributes: the apathy of the Humes, the arrogance of the Elvaan, the rage of the Galka, the cowardice of the Tarutaru, and the envy of the Mithra. He created the Beastmen, commanding them to forever fight the people of Vana'diel and occupy their minds, so these children would never have time to group together and construct a pathway like the ones before them. The creation lore's sentient Crystal, Gods, Children, and the truths behind them feature as major plot points in several Final Fantasy XI expansion packs, while the Beastmen are some of the game's main antagonists.
The events of the game are set 20 years after the Crystal War, a devastating war where the Middle Land nations of Bastok, San d'Oria and Windurst fought and defeated the Shadow Lord and his army of Beastmen. Players deal with the aftermath of this conflict in the original story, and may travel back in time to aid in the war effort with the expansion pack Wings of the Goddess. Several parallel worlds are available, such as Dynamis and Abyssea, in which the beastmen won the Crystal War and conquered the land.
### Characters
Final Fantasy XI features five playable races known as the "Enlightened Races":
Elvaan: A race of proud warriors, the Elvaan's home city is the Kingdom of San d'Oria. Elvaan have an unshakable pride and faith in their beliefs, and many eschew the business world, preferring an austere lifestyle as skilled sword fighters. The Elvaan race possesses high strength and mind, but low MP and intelligence. Elvaan are said to be cursed with the sin of arrogance.
Hume: Originating from the city of Bastok, Humes are the most common race in Vana'diel and are known for their intelligence and high level of skill in numerous areas. Humes have equally balanced abilities, and are said to be cursed with the sin of apathy. They serve as the game's human race.
Galka: A hulking race of powerful warriors, the Galka's capital city was destroyed by war 600 years ago. Many of the surviving Galka settled in Bastok, and are currently used by the city as cheap underclass labour. The Galka do not have a female counterpart, but reproduce through reincarnation. They possess the highest HP and vitality in the game, but also the lowest MP. The Galka are cursed with rage.
Mithra: The Mithra are a race of hunters who live alongside the Tarutaru in Windurst. They are known for their energy, curiosity, and their penchant for causing playful mischief. Due to a gender imbalance in their race males are a rarity, and so only female mithra leave the home, making females the only playable gender. Mithra possess high dexterity and agility, but lower HP and charisma. Mithra are cursed with envy.
Tarutaru: A race of skilled magic users from the Federation of Windurst, the Tarutaru physically resemble children, however their size does not reflect their age. Tarutaru are playful yet cunning. They possess the highest MP and intelligence of all the races, but the lowest HP and strength. Tarutaru are said to be cursed with cowardice.
In addition to the playable races, there are two other non-playable Enlightened Races, known as the Zilart and the Kuluu. These ancient races were thought to be extinct, and are the focus of the first two-game expansions. There is also a large supporting cast of NPCs involved in quests, missions and the game's storylines. The game features several typical Final Fantasy fiends, including Goblins, Sahagins and Tonberries. Several of these races are known as Beastmen, a distinction made between fiends who possess higher than average intelligence, exhibiting self-awareness, emotions, culture, and religion. The complex relationship, bigoted views, and reasons of conflict between the Enlightened Races and Beastmen is a plot point throughout the game.
Final Fantasy XI is represented in the Dissidia game series by Shantotto, a female Tarutaru Black Mage from the Windurst storyline, voiced by famed voice actress Megumi Hayashibara in the Japanese version and Candi Milo in the English version. The game's prequel adds Prishe, a female Elvaan from Tavnazia, who is the main character in the Chains of Promathia expansion pack.
### Story
The storyline is primarily followed with missions through the governing nations that exist in the base game as well as each expansion that the player is affiliated with. Nation or governing body affiliation is relatively simple, sometimes requiring prerequisite quests being completed and have several stages of progression to achieve higher recognition and reward throughout each story. Some missions are even required to be completed to further progress into the start of the additional storylines of each expansion or specific areas.
Players begin the game as residents of one of the three main countries: San d'Oria, Bastok, and Windurst, and must help band the nations together against the resurrected Shadow Lord.
The expansion Rise of the Zilart reveals that the Crystal War and the resurrection of the Shadow Lord had been masterminded by the Zilart princes Eald'Narche and Kam'lanaut, who survived the extinction of their race. The two Zilarts plan to become Gods by opening the path to paradise, and the player is charged with thwarting their plans.
Chains of Promathia revolves around an Elvaan girl named Prishe and the dead Twilight God Promathia, who had originally cursed the Zilart race, and the attempts of various factions to either complete or stop his resurrection. The wyrmking Bahamut is involved in these events, and intends to destroy Vana'diel to prevent Promathia from absorbing the life of the world.
Treasures of Aht Urhgan concerns the Empire of Aht Urhgan which opens up to the nations of midlands after years of self-imposed isolation. As a new and powerful nation, it is of concern to the nation of the player, who is sent as a representative. The player then becomes embroiled in the intrigues of the Empress's court and the growing fears of war and darkness coming to Aht Urhgan.
Wings of the Goddess primarily occurs in the era of the Crystal War, 20 years in the past from the main Final Fantasy XI setting. The player discovers and crosses mysterious time portals alongside the Hume/Elvaan mix Lilisette, and are led to help the Regal Feline Cait Sith reduce the suffering of the era. However, Lilisette and her partner encounter Lilith, an alternate timeline version of herself who wishes to keep the war going to maintain her time while negating Lilisette's.
Seekers of Adoulin concerns the western continent archipelago of Adoulin, and the Sacred City of Adoulin. The city was a focal point for colonization 200 years before the present game, but when colonization efforts failed in the main continent of Ulbuka, the nation fell in population and shifted to trade as a focus. Now colonization has begun once again, and players are free to explore the region.
Rhapsodies of Vana'diel concerns the conclusion of the previous Final Fantasy XI storylines with the threat posed by the Cloud of Darkness and an alternate timeline version of the player.
The Voracious Resurgence, the follow-up story to Rhapsodies of Vana'diel, concerns the mysterious "world eater eggs" appearing all throughout the land of Vana'diel.
## Development
The idea to develop Final Fantasy XI as an online game was conceived by Hironobu Sakaguchi when establishing Square Pictures headquarters in Hawaii. Impressed by western MMORPGs that he discovered there, such as EverQuest, Sakaguchi convinced Square to begin the development of their own MMORPG and suggested that it be based on the Final Fantasy series. Since MMORPG creation was seen as a "greater cause", Final Fantasy XI was made by a merger of four crews: the Parasite Eve II and Brave Fencer Musashi teams from Osaka, and the Mana and Chrono Cross teams from Tokyo. Development began in November 1999. The game was the first developed under Square's new philosophy to develop for "all platforms and media". Hiromichi Tanaka, the producer of the game, said that the title is heavily influenced by Final Fantasy III, especially in its battle and magic systems. According to Tanaka, Square put in Final Fantasy XI what they could not put in the first Final Fantasy titles due to technical limitations, thus making XI the "most [representative] Final Fantasy of all the episodes". The game was developed and ran on the Nvidia GeForce 4 Ti GPU, which the President of Square Yoichi Wada described as the most powerful graphics processor available at the time. The game cost two to three billion yen (\~\$17–25 million) to create along with the PlayOnline Network Service and was assumed to become profitable over a five-year timespan. By creating a unified game world instead of different ones balkanized by language, development costs were cut 66%. Since recurring monsters of the series are known by different names in the Japanese and English versions of the other installments, it was decided for Final Fantasy XI to use both Japanese and English names for different varieties of the same monsters.
A simultaneous release on the PlayStation 2 and Microsoft Windows as well as concurrent Japanese and American release was originally considered, but this was later changed. There was also discussion of an Xbox release, but was abandoned mainly because of its small 8 GB hard drive. Originally announced in January 2000 at the Yokohama Millennium Conference, there was a great deal of negative press. There were questions raised about naming the game the eleventh in the series, since it was not clear whether the game would have a structured story, which it ended up having, and the title of Final Fantasy Online was suggested. Following an August 2001 beta test in Japan, a public Japanese beta test was done four months later in December.
Following its PC release, Final Fantasy XI was listed as one of IGN's most anticipated PlayStation 2 games of 2004. Sony launched a multimillion-dollar ad campaign to promote the game along with the PlayStation 2 hard drive add-on which the game required. Having been released on the PlayStation 2 as well as the personal computer, it became the first cross-platform MMORPG ever created. On June 14, 2002, the game server was down for four hours for maintenance to the database servers, bug fixes on the text interface, and a new patch for the game client. This is thought to be the first patch ever released for a console game. Other early issues included complaints by American players that experienced Japanese players had already completed all the quests. Square Enix responded by adding new servers in order to have game worlds with fewer expert players.
Final Fantasy XI is one of the first cross-console video games, and has continued to update its software to allow the game to run on new consoles. In March 2007, a patch was released to enable gameplay in French and German. Square Enix noted that Nintendo's use of "Friend Codes" was the primary reason XI was not brought to the Wii. In December 2006, the PlayStation 2 versions of PlayOnline and Final Fantasy XI were able to install and run on the PlayStation 3. The Vana'diel Collection 2008 discs for the PlayStation 2 had installation issues on the PlayStation 3, causing them to be unusable at first since they weren't on Sony's list of HDD compatible titles in the firmware the PlayStation 3 had at the time. This problem was fixed in December 2007 when Sony released firmware update 2.10 for the PlayStation 3. This allowed all backwards compatible models—20GB model \#CECHB01, 60GB model \#CECHA01 and 80GB model \#CECHE01—to play XI. After working with Microsoft to resolve the game's incompatibility issues with Windows Vista, Square Enix released a downloadable version of the PlayOnline client which is compatible with the operating system, although small bugs have appeared.
In September 2010, Akihiko Matsui became the director of Final Fantasy XI. Only three months later, on December 10, Matsui left the team to work as "Lead Combat System Designer" on Square Enix's new MMO, Final Fantasy XIV. His replacement as director of XI is Mizuki Ito. At one point in 2011, Square Enix considered to port Final Fantasy XI for Sony PlayStation Vita. On June 24, at the end of VanaFest 2012, a festival in Yokohama, Japan to celebrate the tenth anniversary of the Japanese launch of Final Fantasy XI, Hiromichi Tanaka, due to health reasons, decided to step down as producer of the game and leave Square-Enix. Akihiko Matsui was selected to replace him. In March 2023, Yoji Fujito replaced Matsui as the producer, while Matsui would in some form continue supporting Final Fantasy XI.
In 2006, between 200,000 and 300,000 active players logged in per day, with 500,000 total active players and around 150,000 online at any one time. By April 2009, the total number of active characters exceeded 2 million for the first time. By June 2012, Final Fantasy XI became the most profitable title in the Final Fantasy series.
### Music
The music of Final Fantasy XI was scored by Naoshi Mizuta, Kumi Tanioka, and Nobuo Uematsu. Composer Yasunori Mitsuda was also asked to contribute, but at the time he was unable to do so, as he was scoring the music for Xenosaga. The game's five expansion packs since were scored by Mizuta alone, after Tanioka left to pursue other projects and Uematsu left Square Enix. The opening of the game features choral music with lyrics in Esperanto. According to Uematsu, the choice of language was meant to symbolize the developers' hope that their online game could contribute to cross-cultural communication and cooperation. He also noted the increased difficulty of scoring a game for which there was no linear plotline, a major change from the previous Final Fantasy games. It was the first game in the series for which he composed while he was no longer a Square Enix employee. New music has been employed for special events, such as a holiday score titled "Jeuno -Starlight Celebration-" which can be heard in the city of Jeuno each mid-to-late December since 2004.
The game's music has been released in CD form several times and has been featured in Final Fantasy concerts. Some of the game's music has been released on iTunes, such as the vocal "Distant Worlds", which was released on the Japanese iTunes store on September 13, 2005, having been put in the game in a July 2005 patch. A compilation CD box was released on March 28, 2007, titled Final Fantasy XI Original Soundtrack Premium Box, which included the four original soundtracks from Final Fantasy XI and its three expansion sets, as well as the previously unreleased tracks from the game and the unreleased Final Fantasy XI Piano Collections. Dear Friends -Music from Final Fantasy-, a 2004–05 concert series, featured "Ronfaure" from Final Fantasy XI. A ten-track album of music inspired by Final Fantasy XI entitled Music from the Other Side of Vana'diel was released by The Star Onions on August 24, 2005.
## Expansions and add-ons
Final Fantasy XI has additions released every few years. Expansion packs add new story, jobs, zones, quests, and content to the game, while add-ons are smaller in scale, adding a smaller selection of the aforementioned items. All of the expansions and add-ons have been released on PlayStation 2, Microsoft Windows, and Xbox 360, with the exception of Seekers of Adoulin, which did not see a PlayStation 2 release outside Japan.
## Reception
### Critical reception
Final Fantasy XI received positive reviews from critics. Aggregating review websites GameRankings and Metacritic gave the PlayStation 2 version 85% based on 57 reviews and 85/100 based on 49 reviews, the PC version 82% based on 44 reviews and 85/100 based on 25 reviews the Xbox 360 version 69% based on 32 reviews and 66/100 based on 25 reviews. Famitsu rated the game 38 out of 40. Computer and Video Games Magazine noted that it was one of the most welcoming MMORPGs despite the cumbersome initial registration and setup. IGN called it a well done but unoriginal game and also noted that North American players were forced to play with already much more experienced Japanese players who had already completed the game's various quests. GameSpot criticized it at release for having an unconventional control system, a lengthy installation, and having no player versus player (PvP) aspects. Other elements receiving criticism include the EXP grind, which involves constant battles to access different parts of the game, and overcrowded camp sites. The expansions have been mostly positively received, with praise for the amount of content added, but increasing signs that the graphics of the game are becoming outdated. The IGN review of the Xbox 360 release was similar, noting that it was a large amount of game content, but had a protracted setup process and elements of the game design that require a large time investment. It has also been noted that this game is the first to move in a wildly different direction while remaining in the main numbering line, as opposed to the Tactics and Crystal Chronicles games which became their own side series.
### Sales and subscriptions
The user base for the PlayStation 2 version was truncated initially because of limited sales of the PlayStation 2's hard drive and network adapters that were needed for the game. The Japanese release of Rise of the Zilart was the number one selling game when it debuted in 2003 with 90,000 copies sold in the first week. The Treasures of Aht Urhgan, released three years later, sold over 103,000 copies for the PlayStation 2 in Japan during 2006. In the United States, Final Fantasy XI's computer version sold 340,000 copies (\$15.5 million) by August 2006, after its release in October 2003. It was the country's 51st best-selling computer game between January 2000 and August 2006. The Final Fantasy XI All-in-One Pack was number 36 and Wings of the Goddess was number 40 on the top 50 best-selling Xbox 360 games in Japan as of December 2007. For the April-September 2004 financial period, Square Enix saw online gaming, particularly Final Fantasy XI, sales increase by 101 percent and operating profit increase by 230.9 percent. Revenues held steady from subscription services in the summer of 2006; in the fall, however, Square acknowledged that online subscription revenues were "unsatisfactory", despite the steady performance of Final Fantasy XI. By December 2003, there were over 200,000 subscribers to Final Fantasy XI, allowing the company to break even and start making a profit. There were between 200,000 and 300,000 active players daily in 2006. As of August 2006, the Xbox 360 version was the sixth most played game on Xbox Live. As of 2008, the game had 500,000 subscribers. By June 2012, Final Fantasy XI became the most profitable title in the Final Fantasy series. While many MMOs have switched to some form of free-to-play model, the base monthly subscription price point for Final Fantasy XI has remained the same at \$11.95 since its debut in 2002.
### Awards and legacy
Final Fantasy XI was awarded the grand prize from the Japan's Consumer Entertainment Software Association (CESA) for 2002–2003 along with Taiko no Tatsujin. It has also received GameSpy's 2003 PC MMORPG Game of the Year Award and IGN's Game of the Month for March 2004, citing the game's huge customization and its successful cross-platform and cross-language game world. It received a runner-up position in GameSpot's 2004 "Best Massively Multiplayer Online Game" award category, losing to World of Warcraft. Final Fantasy XI was referenced in the online game Minna no Golf Online in the form of a Final Fantasy XI-themed lobby. At 2009's Electronic Entertainment Expo, Square Enix revealed Final Fantasy XIV Online, which was Square Enix's next MMORPG.
The game has spawned several written adaptations and related merchandise. Starting in 2003, a series of Final Fantasy XI novels was written by Miyabi Hasegawa and released in Japanese, German, and French. Additionally, in 2004, Adventure Log, a webcomic by Scott Ramsoomair, was commissioned by Square Enix starting in 2007. Final Fantasy XI PlayOnline Visa and MasterCard credit cards were available in Japan, with features including no annual fees as long as cardholders remain PlayOnline subscribers and various other rewards. There have also been posters with limited edition phone cards and keychains released, also exclusively in Japan. Several T-shirts have been made available for order in North America, and various stuffed animals and gashapon figurines have also been made available to order of different races from the series. A Vana'diel clock which displayed the in-game time was also marketed, as well as CDs of the game's music.
## See also
- List of Square Enix video game franchises |
2,171,144 | 2nd Red Banner Army | 1,160,773,244 | Soviet field army of World War II | [
"1938 establishments in the Soviet Union",
"1945 disestablishments in the Soviet Union",
"Field armies of the Soviet Union",
"Military units and formations awarded the Order of the Red Banner",
"Military units and formations disestablished in 1945",
"Military units and formations established in 1938"
]
| The 2nd Red Banner Army (Russian: 2-я Краснознамённая армия, romanized: 2-ya Krasnoznamennaya armiya) was a Soviet field army of World War II that served as part of the Far Eastern Front.
The army was formed at Khabarovsk in the Soviet Far East in 1938 as the 2nd Army. After the Far Eastern Front was split in September that year it became the 2nd Independent Red Banner Army. When the front was reformed in June 1940, the army was redesignated as the 2nd Red Banner Army, stationed in the Blagoveshchensk area. It spent the bulk of World War II guarding the border in that area, sending formations to the Eastern Front while undergoing several reorganizations. In August 1945, the army fought in the Soviet invasion of Manchuria, capturing the Japanese fortified regions of Aihun and Sunwu adjacent to its sector of the border, and advancing into Manchuria to Qiqihar. The army was disbanded after the war in late 1945.
## History
### Before 1941
Owing to increased tensions with Japan, the 2nd Army was created in July 1938 on the Far Eastern frontiers of the Soviet Union from the 18th Rifle Corps as part of the Far Eastern Red Banner Front. It was commanded by then-Komkor (Corps commander) Ivan Konev. In September, the front was dissolved and its troops were split into two independent armies, which both inherited the Order of the Red Banner previously awarded to the front. The army, redesignated as the 2nd Independent Red Banner Army (2nd OKA), still under Konev's command, was headquartered at Khabarovsk and controlled troops in the oblasts of the Lower Amur, Khabarovsk, Primorsky, Sakhalin, and Kamchatka, the Jewish Autonomous Oblast, and the okrugs of Koryak and Chukotka. It was directly subordinate to the People's Commissariat of Defense and operationally controlled the Amur Red Banner Flotilla. The 2nd OKA included the 3rd, 12th, 34th, 35th, 69th, and 78th Rifle Divisions during its existence, as well as the fortified regions of De-Kastri, Lower Amur, Ust-Sungari and Blagoveshchensk.
Elements of the army fought in the Battles of Khalkhin Gol, a series of border clashes between the Soviet Union and Japan, in mid-1939 under the control of other formations. On 4 October 1939, the Northern Army Group was established at Nikolayevsk-on-Amur, controlling troops in the fortified regions of Nikolayevsk-on-Amur and De-Kastri, Kamchatka and Sakhalin. Subordinated to the 2nd OKA, the group operationally controlled the Northern Pacific Flotilla. By an order dated 21 June 1940, the Far Eastern Front was recreated and the headquarters of the 2nd Independent Red Banner Army was abolished and used to form the headquarters of the 2nd and 15th Armies. The 2nd (Blagoveshchensk) Red Banner Army (2nd KA) was headquartered at Kuibyshevka. It included the 3rd and 12th Rifle Divisions and the 69th Motorized Division (the former 69th Rifle Division, stationed in the Blagoveshchensk area). The 34th, 35th, and 78th Rifle Divisions became part of the 15th Army. Lieutenant General Vsevolod Sergeyev became army commander on 22 June. On 27 August, the 31st Mixed Aviation Division (SmAD) was formed from its 26th Mixed Aviation Brigade. In March 1941, the 59th Tank Division was formed in the Khabarovsk area as part of the army. Lieutenant General Makar Teryokhin replaced Sergeyev on 11 March. By 22 June the army also included the 101st Blagoveshchensk and the Ust-Bureysk Fortified Regions.
### World War II
#### Garrison duty in the Far East
During World War II, the army covered the border around Blagoveshchensk and sent reinforcements to the active forces fighting on the Eastern Front. Following the beginning of Operation Barbarossa, the German invasion of the Soviet Union, on 22 June 1941, a directive dated 25 June transferred the 59th Tank and 69th Motorized Divisions by rail to the Eastern Front. On 28 June the 31st SmAD departed for the Eastern Front, and remaining units, including the 3rd Fighter Aviation Regiment, were made directly subordinate to the Air Force (VVS) of the 2nd KA. In August the 95th Mixed Aviation Division was formed in the VVS of the 2nd KA; it became the 95th Fighter Aviation Division (IAD) by 1 September.
By 1 September, the army included the Svobodny Rifle Division, and the 82nd Bomber Aviation Division (BAD) had been added to the VVS of the 2nd KA. By 1 October the Svobodny Rifle Division had been replaced by the 204th Rifle Division, the 95th IAD had become the 95th SmAD, and the 96th SmAD had been created. By 1 November, the 1st and 2nd Rifle Brigades and the Zeya and Blagoveshchensk separate rifle regiments had been formed in the army. The 95th SmAD had again been redesignated as the 95th IAD by 1 December, and a separate cavalry regiment and the 73rd and 74th Tank Brigades had been formed. As of 1 December the two separate rifle regiments had disappeared from the order of battle and the 1st and 2nd Rifle Brigades were shown as being part of the 101st Fortified Region.
The Ust-Bureysk Fortified Region was likely disbanded in December, as it does not appear in the order of battle for 1 January 1942. The 95th IAD became an SmAD again in December. In January the 82nd BAD briefly transferred to the VVS of the Far Eastern Front, but transferred back to the army's VVS in February. Around the same time the 96th Rifle Division and 258th and 259th Rifle Brigades became part of the army. In March the 95th SmAD was disbanded and its units directly subordinated to the army's VVS. The 96th SmAD was converted into an IAD in May. In July, the 96th and 204th Rifle Divisions were shipped to the Eastern Front and the 17th and 41st Rifle Brigades were formed. The VVS of the army became a separate unit, the 11th Air Army, in August.
In April 1943, the 1st and 2nd Amur Tank Brigades were formed in the army, growing out of what were separate tank battalions; in June, the 1st was merged into the 2nd, becoming the 258th Tank Brigade in July. The army's composition remained constant for most of 1944; the 342nd and 355th Rifle Divisions were formed in the army in late November and December, respectively, from its four rifle brigades. The 345th and the 396th Rifle Divisions were formed in the army in March 1945. In July, the 342nd and the 345th Divisions transferred out of the army to the 87th Rifle Corps and the 355th Division joined the Chuguyevka Operational Group, an independent unit directly controlled by the Far Eastern Front headquarters.
#### Soviet invasion of Manchuria
In preparation for the Soviet invasion of Manchuria, the army became part of the 2nd Far Eastern Front when the Far Eastern Front was split on 5 August. For the invasion, the army had a strength of 240 tanks and self-propelled guns, as well as 1,270 guns and mortars, and occupied a 612-mile (985 km) sector. It numbered 54,000 men out of a nominal strength of 59,000. The army's three rifle divisions were at around 90% of their nominal strength, with around 9,000 to 10,000 men each; the 3rd and 12th Divisions were slightly larger than the 396th. The 101st Fortified Region numbered 6,000 men and was almost at full strength. The army included three tank brigades (the 73rd, 74th, and 258th) and three self-propelled artillery battalions. Front commander Army General Maxim Purkayev initially tasked the army with defending the Blagoveshchensk area from Japanese attack, in cooperation with the Amur Flotilla's Zee-Bureysk Brigade and separate battalions of river ships. When the main Soviet attacks achieved success, the army was to launch an assault crossing of the Amur River, reduce or isolate the Japanese Sakhalian, Aihun, and Holomoching fortified regions and defenses around Sunwu, and advance south through the Lesser Khingan Mountains to Qiqihar and Harbin. The front's offensive operations were later known in Soviet historiography as the Sungari Offensive.
An operational group consisting of the 3rd and 12th Rifle Divisions, and the 73rd and 74th Tank Brigades, was positioned in the army's center and on its left flank. It was to attack south across the Amur from Konstantinovka to capture Sunwu and its fortifications, then advance south through Peian to Harbin. Another group with the 396th Rifle Division, the 368th Mountain Rifle Regiment, and the 258th Tank Brigade was to launch a supporting drive across the Amur from the Blagoveshchensk area, take the fortified regions of Sakhalian and Aihun, and advance south to Nencheng, Noho, and Qiqihar. The army's 101st Fortified Area, with artillery and machine gun battalions, was positioned on the Amur between the two groups to conduct supporting attacks.
The main offensive began on 9 August, but the army remained in its positions until 11 August. During this time, it conducted reconnaissance and harassing attacks across the Amur, capturing several of the river's islands. The main bodies of the operational groups were placed in concentration areas, located 12–17 miles (19–27 km) in the army's rear. Due to the rapid advance of the other Soviet forces, Purkayev ordered the army late on 10 August to begin its attack early on the following morning. Aihun, Sunwu, and Hsunho were scheduled to be captured by the end of 11 August. That night, the operational groups moved forward to their attack starting positions. The attack began early in the morning under the cover of an artillery bombardment, as reconnaissance and assault detachments from the first echelons of the operational groups crossed the Amur, capturing bridgeheads near Sakhalian, Aihun, and Holomoching, coming into contact with Japanese outposts and covering forces. The 3rd and 12th Rifle Divisions commenced crossing the river shortly afterwards, less one regiment, east and west of Konstantinovka; the 396th Division and 368th Regiment near Blagoveshchensk and the 101st Fortified Region crossed south of Blagoveshchensk.
Due to bridging equipment shortages, the army was not fully across the river until 16 August, forcing the piecemeal commitment of forces. Forward units continued to engage Japanese advanced positions south of Holomoching and north of Aihun on 12 August, as reinforcements landed. Sufficient troops to intensify the attack had arrived on the other bank of the Amur by 13 August, allowing the 3rd Rifle Division and 74th Tank Brigade to penetrate the Japanese defenses held by the 123rd Infantry Division's 269th Infantry Regiment on the heights northeast of Sunwu. A regiment from the 12th Division crossed the Amur east of Sunwu and advanced west along the Sunwu road, attacking the Japanese left flank. The 396th Division, 258th Tank Brigade and 368th Regiment pushed the 135th Independent Mixed Brigade back towards the main fortified region at Aihun, while small Japanese forces were destroyed by troops crossing the river father north at Huma and Santaoka.
Fierce fighting took place on 14 and 15 August for the main fortified regions east and north of Sunwu. Supported by the 73rd Tank Brigade, the 3rd and 12th Divisions broke through Japanese defenses at Shenwutan, scattering a detachment from the 269th Regiment, and driving another back towards Nanyang Hill, just east of Sunwu, and attacking the 123rd Division's main forces in the Sunwu Fortified Region. Meanwhile, the 74th Tank Brigade, reinforced by a rifle company, artillery battalion, and an antitank regiment, moved south and bypassed Sunwu, advancing to cut the Sunwu–Peian road. Taking advantage of the tank attack, the 396th Division and 368th Regiment advanced on Sunwu from the north, surrounding most of the 135th Brigade in the Aihun Fortified Region. A forward detachment was formed around the 74th Brigade to pursue the Japanese remnants southwest along the Nencheng road.
The 369th Rifle Division's second echelon 614th Rifle Regiment and the 101st Fortified Region were tasked with reducing the Aihun and Sunwu fortified regions, as the operational groups marched in two routes towards Nencheng and Peian, more than 93 miles (150 kilometers) apart. The advance was slowed by bad weather and muddy and rutted roads, and two engineer sapper battalions were attached to the lead detachments of the operational groups to speed up the advance. For the next several days, the bypassed Japanese troops continued to defend the Sakhalian, Aihun and Sunwu fortified regions, launching frequent attacks against the Soviet troops. After further heavy artillery and bombing from the Soviet 18th Mixed Aviation Corps of the 10th Air Army, Japanese resistance slackened on 17 and 18 August, and many defenders surrendered or were destroyed. Around Sunwu, a total of 17,061 Japanese military personnel were captured, while 4,520 soldiers at Aihun did not surrender until 20 August.
The Kwantung Army formally surrendered on 18 August, while the operational groups slowly advanced south, capturing Nencheng and Peian on 20 and 21 August, before moving towards Qiqihar and Harbin. The army reached Qiqihar on 21 August, where it linked up with troops from the 36th Army. The Japanese around the fortified regions were the most formidable faced by Soviet troops in the campaign, according to renowned historian David Glantz . The level of resistance and road conditions slowed the army's advance to an average of 20 kilometers a day, one of the lowest speeds of Soviet forces during the invasion; it advanced a depth of 200 kilometers into Manchuria. During the campaign, the army lost 645 killed, 1,817 wounded, and 74 missing.
### Postwar
The 390th Rifle Division of the 5th Separate Rifle Corps was transferred to the army by 3 September 1945, along with the 32nd Guards Tank Brigade. After the war, the army briefly became part of the Far Eastern Military District, formed from the 2nd Far Eastern Front on 10 September. It was disbanded there in November 1945, the headquarters officially dissolving on 15 December. The 390th and 396th Divisions were disbanded with the army, while the 3rd and 12th Divisions transferred to the 26th Rifle Corps of the 1st Red Banner Army in the Transbaikal-Amur Military District.
## Commanders
The army was commanded by the following officers during its existence:
- Komkor (promoted to Komandarm 2nd rank March 1939) Ivan Konev (July 1938 – June 1940)
- Lieutenant General Vsevolod Sergeyev (22 June 1940 – 11 March 1941)
- Lieutenant General Makar Teryokhin (11 March 1941 – December 1945) |
153,399 | Donkey Kong Country | 1,169,982,299 | 1994 video game | [
"1994 video games",
"2000 video games",
"2003 video games",
"Cancelled Game Boy games",
"Cooperative video games",
"Donkey Kong Country",
"Donkey Kong platform games",
"Game Boy Advance games",
"Game Boy Color games",
"Multiplayer and single-player video games",
"New Nintendo 3DS games",
"Nintendo Switch Online games",
"Pack-in video games",
"Rare (company) games",
"Super Nintendo Entertainment System games",
"VSDA Game of the Year winners",
"Video game reboots",
"Video games about food and drink",
"Video games developed in the United Kingdom",
"Video games scored by David Wise",
"Video games scored by Eveline Fischer Novakovic",
"Video games scored by Robin Beanland",
"Video games set on fictional islands",
"Video games with digitized sprites",
"Video games with pre-rendered 3D graphics",
"Virtual Console games for Nintendo 3DS",
"Virtual Console games for Wii",
"Virtual Console games for Wii U"
]
| Donkey Kong Country is a 1994 platform game developed by Rare and published by Nintendo for the Super Nintendo Entertainment System (SNES). It is a reboot of Nintendo's Donkey Kong franchise and follows the gorilla Donkey Kong and his nephew Diddy Kong as they set out to recover their stolen banana hoard from the crocodile King K. Rool and his army, the Kremlings. The single-player traverses 40 side-scrolling levels as they jump between platforms and avoid obstacles. They collect items, ride minecarts and animals, defeat enemies and bosses, and find secret bonus stages. In multiplayer modes, two players work cooperatively or race each other.
After developing Nintendo Entertainment System games in the 1980s, Rare, a British studio founded by Tim and Chris Stamper, purchased Silicon Graphics workstations to render 3D models. Nintendo sought a game to compete with Sega's Aladdin (1993) and commissioned Rare to revive the dormant Donkey Kong franchise. Rare assembled 12 developers to work on Donkey Kong Country over 18 months. Donkey Kong Country was inspired by the Super Mario series and was one of the first home console games to feature pre-rendered graphics, achieved through a compression technique that converted 3D models into SNES sprites with little loss of detail. It was the first Donkey Kong game neither produced nor directed by the series' creator Shigeru Miyamoto, though he contributed design ideas.
Following its announcement at the Consumer Electronics Show in June 1994, Donkey Kong Country was highly anticipated and backed by a major marketing campaign that cost \$16 million in America alone. It was released in November 1994 to acclaim; critics hailed its visuals as groundbreaking and praised its gameplay and music. Its quality and design were favourably compared to the Super Mario series. Donkey Kong Country received several year-end accolades and set the record for the fastest-selling video game at the time. With 9.3 million copies sold worldwide, it is the third-bestselling SNES game and the bestselling Donkey Kong game. Following the success, Nintendo purchased a large minority stake in Rare, which became a prominent second-party developer for Nintendo during the late 1990s.
Donkey Kong Country re-established Donkey Kong as a popular Nintendo franchise and is credited for helping Nintendo win the console war of the 1990s and maintaining the SNES's popularity into the fifth generation of video game consoles. It is considered one of the greatest video games of all time and has been ported to platforms such as the Game Boy Color, Game Boy Advance, and digital distribution services. Rare followed it with two sequels for the SNES, Donkey Kong Country 2: Diddy's Kong Quest (1995) and Donkey Kong Country 3: Dixie Kong's Double Trouble! (1996), and the Nintendo 64 game Donkey Kong 64 (1999). After a hiatus, during which Rare was acquired by the Nintendo competitor Microsoft, Retro Studios revived the series with Donkey Kong Country Returns (2010) for the Wii and Donkey Kong Country: Tropical Freeze (2014) for the Wii U.
## Gameplay
Donkey Kong Country is a side-scrolling platform game. A reboot of the Donkey Kong franchise, its story begins when King K. Rool and his army of crocodiles, the Kremlings, steal the Kongs' banana hoard. The gorilla Donkey Kong and his nephew Diddy Kong set out to reclaim the hoard and defeat the Kremlings. Donkey and Diddy serve as the player characters of the single-player game; they run alongside each other and the player can swap between them at will. Donkey is stronger and can defeat enemies more easily; Diddy is faster and more agile. Both can walk, run, jump, pick up and throw objects, and roll; Donkey can slap the terrain to defeat enemies or find items.
The player begins in a world map that tracks their progress and provides access to the 40 levels. The player attempts to complete each level while traversing the environment, jumping between platforms, and avoiding enemy and inanimate obstacles. Level themes include jungles, underwater reefs, caves, mines, mountains, and factories. Some feature unique game mechanics, such as rideable minecarts, blasting out of cannons resembling barrels, and swinging ropes. Each area ends with a boss fight with a large enemy. Donkey and Diddy can defeat enemies by jumping on, rolling into, or throwing barrels at them. If hit by an obstacle, one of the Kongs runs off and the player automatically takes control of the other. They will only be able to control that Kong unless they free the other Kong from a barrel.
In certain levels, the player can free an animal that provides the Kongs with special abilities, similar to Yoshi from the Super Mario series. Buddies include Rambi, a rhino that can charge into enemies and find hidden entrances; Enguarde, a swordfish that can defeat enemies with its bill; Squawks, a parrot that carries a lantern; Expresso, an ostrich that flies; and Winky, a frog that can jump high. Each level contains collectible bananas, letters that spell out K–O–N–G, balloons, and animal tokens. These items can be found within the main level or by discovering hidden bonus stages, where they are earned via solving puzzles. The player starts with five lives. Collecting 100 bananas, all the K–O–N–G letters, a balloon, or three of the same animal token grants extra lives.
The player can visit other members of the Kong family from the world map. Funky Kong operates a flight service allowing the player to travel across different areas of Donkey Kong Island; Cranky Kong, the aged incarnation of Donkey Kong from the original Donkey Kong (1981), provides tips and fourth wall-breaking humour; and Candy Kong saves the player's progress. The player can increase their completion percentage by finding bonus stages. Reaching the maximum 101 per cent results in a different ending. The game also features two multiplayer game modes. In the competitive "Contest" mode, players take turns playing each level as quickly as possible. In the cooperative "Team" mode, they play as a tag team.
## Development
### Background
In 1985, the British game developers Tim and Chris Stamper established Rare Ltd. The brothers previously founded the British computer game studio Ultimate Play the Game and founded Rare to focus on the burgeoning Japanese console market. After Nintendo rejected their efforts to form a partnership in 1983, Chris Stamper studied the Nintendo Entertainment System (NES) hardware for six months. Rare demonstrated it was possible to reverse-engineer the NES and showed several tech demos to Nintendo executive Minoru Arakawa; impressed, Arakawa granted Rare a Nintendo developer licence. Rare developed more than 60 NES games, including the Battletoads series and ports of games such as Marble Madness.
When Nintendo released their next console, the Super Nintendo Entertainment System (SNES), in 1991, Rare decided to limit their output. Around 1992, Rare invested their NES profit in Silicon Graphics, Inc. (SGI) Challenge workstations with Alias rendering software to render 3D models. It was a significant risk, as each workstation cost £80,000. The move made Rare the most technologically advanced UK developer and situated them high in the international market.
### Conception
Though they had purchased the workstations to produce games for the Nintendo 64, which was in development at the time, Rare discovered it was possible to use them with the 16-bit SNES. Rare tested the SGI technology with Battletoads Arcade (1994) and began developing a boxing game, Brute Force, using PowerAnimator. Around this time, Nintendo was embroiled in a console war with Sega, whose Mega Drive competed with the SNES. Nintendo wanted a game to compete with Sega's Aladdin (1993), which featured graphics by Disney animators, when Nintendo of America chairman Howard Lincoln learned of Rare's SGI experiments during a trip to Europe.
After impressing Nintendo with a demonstration of Brute Force, Tim Stamper—inspired by Mortal Kombat's use of digitised footage in place of hand-drawn art—suggested developing a platform game that used pre-rendered graphics. Nintendo granted the Stampers permission to use the Donkey Kong intellectual property. The franchise had been largely dormant since the unsuccessful Donkey Kong 3 (1983), so Nintendo figured that licensing it posed minimal risk. Some sources indicate that the Stampers obtained the licence after Nintendo offered them their catalogue of characters and they chose Donkey Kong. Conversely, the lead designer Gregg Mayles recalled that it was Nintendo that requested a Donkey Kong game. According to Mayles, Nintendo codenamed the project "Country" (based on Rare's location in Twycross), leading to the title Donkey Kong Country.
Rare assembled a team of 12, the largest in their history at that point, and development began. Nintendo was skeptical of Rare's approach to graphics, concerned it would make the game unplayable. Early in development, Mayles and other developers presented a demo to Nintendo staff in Japan. One in attendance, the Game Boy creator Gunpei Yokoi, felt the game "looked too 3D", but Mayles said Donkey Kong's creator, Shigeru Miyamoto, was supportive and gave Rare his approval. Donkey Kong Country was the first Donkey Kong game that was neither directed nor produced by Miyamoto, who was working on Super Mario World 2: Yoshi's Island (1995). Miyamoto was still involved with the project and Rare said he provided crucial input.
Nintendo is usually highly protective of their intellectual properties, but was relatively uninvolved with Donkey Kong Country, leaving most of the work to Rare. Programmer Brendan Gunn noted that the Stampers worked to shield the team from outside influence. Rare spent 18 months developing Donkey Kong Country from an initial concept to a finished game, and according to product manager Dan Owsen, 20 people worked on it in total. It cost an estimated US\$1 million to produce, and Rare said that it had the most man hours ever invested in a video game at the time, 22 years. The team worked 12–16-hours every day of the week. Gunn said that the team was under significant pressure from the Stampers and to finish the game in time for Thanksgiving due to Nintendo's competition with Sega.
### Design
Rare drew inspiration from the Super Mario series, Mayles citing Super Mario Bros. 3 (1988) as the primary influence on the level design. Mayles wanted to make a game that was accessible but would flow seamlessly for a skilled player; as such, objects were placed so well-timed players could continually move through a level. Mayles noted that although the concept of speedrunning did not exist at the time, "the way the game was designed definitely supports it".
The team designed levels using Post-it Notes; they would conceive a set piece (such as swinging ropes), create every variation they could think of, drew them on Post-it Notes, and pieced them together. Rare featured barrels as a primary game mechanic to pay homage to the original arcade game, and included hidden collectibles like coins and balloons to add depth. Diddy Kong originated from Rare's search for a game mechanic akin to Super Mario's power-up system in that he would serve as the player's health. Mayles said: "We thought a second character could perform this function, look visually impressive, and give the player a feeling that they were not alone".
Donkey Kong Country did not have much scrapped content; Gunn said he only regretted that Donkey Kong walks across dotted lines instead of paths on the world map, which could not be implemented due to time constraints. One scrapped idea, a collectible that would evade the player by running or hiding, served as the basis for the Jinjos in Rare's subsequent game Banjo-Kazooie (1998). Reviewing Donkey Kong Country for release, Nintendo directed Rare to reduce the difficulty to appeal to a broad audience, reasoning that the secrets would provide sufficient challenge for hardcore gamers. At this point, Miyamoto made some last-minute suggestions, such as Donkey Kong's terrain slap, that were incorporated. Nintendo's Kensuke Tanabe flew to Twycross to localise the game with Rare.
### Characters
Kevin Bayliss was in charge of redesigning Donkey Kong. He wanted a character that looked believable and could perform animations like pounding his chest. His initial design was blocky and muscular to make Donkey Kong easy to animate, but it became more cartoonish when Nintendo faxed reference material. Some of Bayliss' designs were in the style of his Battletoads work, and the final design's eyes came from those of the Battletoads. Miyamoto provided some suggestions, including the red tie, but left the design's specifics to Bayliss.
Because Donkey Kong did not have much of an established universe, Rare was free to expand it with new characters. Mayles conceived Diddy as a redesign of Donkey Kong Jr. Unlike the original Donkey Kong Jr., Rare did not want Diddy to share his build with Donkey Kong, so they based him on a spider monkey and made him agile to give him distinct moves. Nintendo considered the redesign too great a departure and asked it to be reworked or presented as a new character. Mayles felt the redesign suited the updated Donkey Kong universe, so he chose to make it a new character. Naming the character was a challenge, and Rare dropped their preferred "Dinky Kong" due to legal problems.
Rare staff spent hours at the nearby Twycross Zoo recording gorillas for reference, which they described as "a complete waste of time". They found their movements unsuitable for a fast game and their noises too quiet to be captured by a microphone, so they based Donkey Kong's running animation on a horse's gallop and had programmer Mark Betteridge provide Donkey and Diddy's voice clips. Rare positioned Cranky Kong as the original Donkey Kong character from the arcade games but avoided mentioning this in the game and marketing materials out of fear that Nintendo would disapprove of the idea, though it was mentioned in the instruction manual. The antagonists, the Kremlings, were recycled from a cancelled Rare game. Rare's initial story was extensive and spanned 15 pages, but Nintendo had it condensed to fit into an instruction manual.
### Graphics
Donkey Kong Country was one of the first games for a mainstream home video game console to use pre-rendered 3D graphics, a technique used in the earlier 1993 Finnish game Stardust for the Amiga. Rare developed a compression technique that allowed the team to incorporate more detail and animation for each sprite for a given memory footprint, which better preserved the pre-rendered graphics. Nintendo and Rare called the technique Advanced Computer Modelling (ACM). Rare briefly feared competition from DMA Design's Uniracers (1994), which also featured pre-rendered graphics, but the staff was relieved upon learning that the player character was Uniracer's only element that was pre-rendered.
The artists began by modelling the characters in NURBS using PowerAnimator and adding textures. They then created the animations and rendered them frame by frame before compressing them for the game. The ACM process was handled by a designated computer that had a proprietary utility similar to Deluxe Paint. Adapting to the cutting-edge SGI workstations was difficult; Gregg Mayles' brother Steve said they had a steep learning curve. The game was Rare's first to require multiple programmers, and they worked with little guidance. To help, Nintendo provided Rare with research material regarding apes, barrels, and caves. The pre-rendered graphics allowed for variety and detail uncommon at the time, and Tim Stamper constantly pushed the team to go further and incorporate weather and lighting effects.
The ACM process pushed the SNES hardware to its limits; Betteridge said Rare wanted to do everything they could with the hardware similar to what they had done with the NES game Battletoads (1991). A single SGI screen took up more memory than an entire SNES cartridge, and Gregg Mayles described transferring the backgrounds into the game by splitting them into tiles as "the bane of the project". Models took hours to render, so the team would leave the computers running overnight. Sometimes, artists would shut down other artists' computers in the middle of the process so they could render their own models. The SGI machines required a massive air conditioning unit to prevent overheating, while the team worked in the summer heat without relief. Programmer Chris Sutherland was responsible for implementing the graphics and found reducing the characters' frames of animation challenging.
### Music
David Wise composed most of the soundtrack. Wise initially worked as a freelancer and assumed his music would be replaced by a Japanese composer because of the importance of Donkey Kong to Nintendo. Rare asked Wise to record three jungle demo tunes that were merged to become the "DK Island Swing", the first level's track. Wise was subsequently offered the job to produce the final score. Before composing, Wise was shown the graphics and given an opportunity to play the level they would appear in, which gave him a sense of the music he would compose. He then chose samples and optimised the music to work on the SNES's SPC700 sound chip. Wise worked separately from the team in a former cattle shed, visited occasionally by Tim Stamper.
Donkey Kong Country features atmospheric music that mixes natural environmental sounds with prominent melodic and percussive accompaniments. Its soundtrack attempts to evoke the environments and includes music from levels set in Africa-inspired jungles, caverns, oceanic reefs, frozen landscapes, and industrial factories. Wise cited Koji Kondo's music for the Super Mario and Legend of Zelda games, Tim and Geoff Follin's music for Plok! (1993), synthesiser film soundtracks released in the early 1980s, and rock and dance music from the same decade as influences, and wanted to imitate the sound of the Korg Wavestation synthesiser. Wise wanted to compose in the style of 1940s jazz but was restricted by the SPC700's limitations; he "used a lot of small samples and made [the soundtrack] very synthesised" to work around them.
Since Donkey Kong Country featured advanced pre-rendered graphics, Wise wanted to push the limits in terms of audio to create "equally impressive" music and make the most of the small space he was working with. "Aquatic Ambience", the music that plays in the underwater levels, took five weeks to compose. Wise considers the track his favourite and the game's biggest technological accomplishment in regards to the audio. K. Rool's theme was influenced by the work of Iron Maiden. For the title screen theme, Wise remixed Nintendo's original Donkey Kong theme to demonstrate how Donkey Kong had evolved since his debut. Wise said his primary focus was to make the most of the SPC700, and he input the music by hand to save memory. He noted the process was easier than composing for the NES due to the larger number of sound channels.
Eveline Novakovic contributed seven tracks, including the world map theme, as her first SNES project. Novakovic was inexperienced with the SNES hardware and Wise helped teach her as they worked together. She attempted to provide the levels a sense of purpose and drew inspiration from film composers like Alan Silvestri and Klaus Doldinger. Funky Kong's theme was originally written by Robin Beanland. According to Beanland, the track was intended for an internal progress video about another Rare game, Killer Instinct (1994), before Nintendo decided to use it in a Donkey Kong Country promotional trailer. Beanland said Tim Stamper liked it and wanted to include it in the game, so Wise adopted it.
## Release
### Marketing
Lincoln unveiled Donkey Kong Country at the Consumer Electronics Show in Chicago, which took place from 23 to 25 June 1994. The unveiling was the finale of Nintendo's conference and did not reveal that Donkey Kong Country was a SNES game until the end of the presentation, fooling the audience into believing that it was for the upcoming Nintendo 64. Gregg Mayles recalled the audience was stunned in silence before bursting into applause.
As one of the flagship games of Nintendo's Play It Loud! promotion, Donkey Kong Country was backed by an exceptionally large marketing campaign—"marketing blitzkrieg", as Hardcore Gaming 101 put it. According to the Los Angeles Times, Nintendo spent US\$16 million on marketing Donkey Kong Country in America alone; at the time, major games typically had an average marketing budget of US\$5 million. Marketing materials emphasised the revolutionary graphics—often noting that Rare's SGI workstations had been used to create the Jurassic Park (1993) film's dinosaurs—and positioned Donkey Kong Country as a direct competitor to Sega's Mega-CD and 32X platforms to remind players it was not for next-generation hardware.
Nintendo sent a promotional VHS tape, Donkey Kong Country: Exposed, to subscribers of the magazine Nintendo Power. Exposed, hosted by comedian Josh Wolf, provides a "behind-the-scenes" glimpse of the Treehouse, the Nintendo of America division where games are tested. Nintendo World Report wrote that Exposed was "probably the first time most people outside of Nintendo learned about the [Treehouse]" and the promotion allowed players to see the game for themself at home, rather than having to learn about it secondhand from a magazine. Exposed also features gameplay tips and interviews with localisers, playtesters, and Tim Stamper.
In October 1994, Nintendo of America held an online promotional campaign through the internet service CompuServe. The campaign included downloadable video samples of the game, a trivia contest in which 800 people participated, and an hour-long online chat conference attended by 80 people, in which Lincoln, Arakawa, and vice-president of marketing Peter Main answered questions. Nintendo's CompuServe promotion marked an early instance of a major video game company using the internet to promote its products. Nintendo gave away Donkey Kong T-shirts as a pre-order bonus, and partnered with Kellogg's for a promotional campaign in which the packaging for Kellogg's breakfast cereals featured Donkey Kong Country character art and announced a prize giveaway. The campaign ran from November 1994 to April 1995. Fleetway Publications published a promotional comic in the UK in 1995.
A soundtrack CD, DK Jamz, was released via news media and retailers in November 1994, with a standalone release in 1995. It was one of the earliest video game soundtrack albums released in the United States. A promotional, competition-oriented version of Donkey Kong Country was sold through Blockbuster Video. Its changes include a time limit for the playable levels and a scoring system, which had been used in the Nintendo PowerFest '94 and Blockbuster World Video Game Championships II competitions. It was later distributed in limited quantities through Nintendo Power. The competition version of Donkey Kong Country is the rarest licensed SNES game; only 2,500 cartridges are known to exist.
### Context
By October 1994, Nintendo was still in fierce competition with Sega and its popular Sonic the Hedgehog franchise. Donkey Kong Country was released a month after Sonic & Knuckles for the Mega Drive. The Los Angeles Times characterised the coinciding releases as a battle; both featured company mascots, boasted "Hollywood-sized" marketing budgets, and advertised revolutionary technological advances (lock-on technology for Sonic & Knuckles and 3D-rendered graphics for Donkey Kong Country).
Donkey Kong Country was highly anticipated. Hardcore Gaming 101 wrote: "It was everywhere. You couldn't escape it. It was on the cover of every magazine. It was on gigantic, imposing displays and marquees at Wal-Mart and Babbages... For kids of the era, November 20th seemed like the eve of a revolution". The Exposed VHS tape contributed significantly to the hype. Donkey Kong Country was expected to gross at least US\$140 million in the US if it matched sales projections. Nintendo anticipated that it would sell two million copies in a month, an expectation that Main acknowledged was unprecedented but was "based on the off-the-chart reactions we've received from game players and retailers".
USGamer noted that Nintendo, at the time of Donkey Kong Country's release, faced difficulty to keep the SNES profitable. The fifth generation of video game consoles was on the horizon, the 32-bit prowess of Sony's PlayStation and the Sega Saturn far exceeding the SNES's capabilities. The Nintendo 64 was not due for release until 1996, so Donkey Kong Country, wrote USGamer, served as Nintendo's "bluff" to make it seem that the SNES could hold its ground against next-generation hardware.
### Sales
Donkey Kong Country was released worldwide in November 1994, two weeks ahead of schedule and around the Black Friday shopping season. It was released in the UK on 18 November, in North America on 21 November, in Europe on 24 November, and in Japan on 26 November. In Japan, the game was released under the title Super Donkey Kong. Donkey Kong Country set the record for the fastest-selling video game at the time: it sold over 500,000 copies within a week, and sales reached one million copies in the US alone in two weeks. In its second week on sale in the US, the game grossed US\$15 million, outpacing the week's highest-grossing film (The Santa Clause, US\$11.5 million) and album (Miracles: The Holiday Album, US\$5.2 million). In the UK, it was the top-selling SNES game in November 1994. Donkey Kong Country sold six million copies worldwide in its first holiday season, grossing \$400 million in worldwide sales revenue. Cumulative sales reached 9.3 million copies. Based on available sales figures, it is the third-bestselling SNES game and the bestselling Donkey Kong game.
## Reception
Donkey Kong Country received critical acclaim and was lauded as a paradigm shift that set new standards for video games. Diehard GameFan and Total! said it changed expectations for 16-bit and platform games, and Entertainment Weekly wrote it "is to most 16-bit games what most 16-bit games are to their Atari forebears. Once you've played it, everything else before it seems like a peewee". Electronic Gaming Monthly (EGM) called Donkey Kong Country "one of the few games that is actually as good as the hype", and Total! declared it the best game of 1994. GameFan said that Donkey Kong Country set a new quality standard that many developers would attempt to imitate.
The visuals were considered the best aspect. Reviewers considered them a major technological achievement, their detail unprecedented for a 16-bit game. EGM said that the graphical quality prompted questions about the purpose of 32- and 64-bit hardware. Total! said the character animations surpassed those of a Disney film and applauded the parallax scrolling. Several critics said the graphics were the best on available hardware, with Entertainment Weekly writing that they were comparable to matte paintings. The soundtrack and audio were also lauded. Total! said the music built atmosphere, Top Secret wrote the "captivating" soundtrack asserted itself as a masterpiece in its own right, and EGM and Entertainment Weekly said the audio quality was unprecedented for the SNES and on par with a CD's.
Reviewers praised the gameplay for its variety and depth; Entertainment Weekly appreciated that it did not build upon the original arcade game's design. Total! described Donkey Kong Country as addictive, accessible and exciting, with humour, imagination, puzzles and secrets, that proved there was still potential in the platform game genre. EGM and GameFan wrote that the game was lengthy and offered plenty of technique, and GamePro commended the replay value that searching for bonus stages provided. EGM and GamePro found searching for bonus stages was challenging, though GamePro said it was easy to "breeze through the game" without them and criticised the boss fights as simplistic.
Critics frequently compared Donkey Kong Country to the Super Mario series, particularly Super Mario World (1990). Some considered Donkey Kong Country an improvement upon the Mario formula. GameFan said it would be a worthy successor to Super Mario World even without the graphics and Total! wrote that it took Mario's best elements, increased the speed, and presented them better. Next Generation felt the gameplay, though good, did not meet the standards of previous SNES games such as the Mario and Legend of Zelda series and prevented it from being a "typical Nintendo blockbuster". CVG wrote that Donkey Kong Country was the only SNES game that matched Super Mario World, but that it would be a conventional platformer without its graphics. It warned that experienced players may find the game, designed for a broad audience, unoriginal.
### Accolades
Donkey Kong Country received many Game of the Year awards. For EGM's Best and Worst of 1994, it won Game of the Year, Best SNES Game, and Best Animation; Donkey Kong and Diddy Kong won Best Game Duo. It also received Video Games: The Ultimate Gaming Magazine's awards for Game of the Year, Best SNES Game, Best Action Game, and Best Graphics. Donkey Kong Country was the only video game included in Time's Best Products of 1994 list, coming in second behind the Chrysler Neon, and it became the first game to win the Favourite Video Game Kids' Choice Award at the 1995 Kids' Choice Awards.
## Post-release
### Aftermath
In April 1995, following Donkey Kong Country's success, Nintendo purchased a 25 per cent minority stake in Rare, which increased to 49 per cent over time. Rare was the first non-Japanese studio to enter such a relationship with Nintendo, making them a second-party developer; Nintendo published Rare's subsequent games and allowed them to expand its staff from 84 to over 250 and move out of the farmhouse to an advanced development site elsewhere in Twycross. Rare was one of the first developers to receive Nintendo 64 software development kits and decided to start spending more time developing fewer games. Nintendo and Rare's partnership produced acclaimed Nintendo 64 games such as GoldenEye 007 (1997), Banjo-Kazooie (1998), Perfect Dark (2000), and Conker's Bad Fur Day (2001).
A proposed Game Boy port of Donkey Kong Country was repurposed as a separate game, Donkey Kong Land (1995), after the programmer Paul Machacek convinced Rare that it would be a better use of resources and expand the potential audience. Rare began developing concepts for a Donkey Kong Country sequel during production, and Nintendo green-lit the project immediately after the success. Donkey Kong Country 2: Diddy's Kong Quest, released in 1995, features Diddy rescuing a kidnapped Donkey Kong from K. Rool and introduces Diddy's girlfriend Dixie Kong. Diddy's Kong Quest was designed to be less linear and more challenging, with a theme reflecting Gregg Mayles' fascination with pirates. Like its predecessor, Diddy's Kong Quest was a major critical and commercial success.
Other teams at Rare used Donkey Kong Country's technology in the fighting game Killer Instinct and Donkey Kong Land, Donkey Kong Land 2 (1996) and Donkey Kong Land III (1997), which attempted to replicate Donkey Kong Country's visuals and gameplay on the handheld Game Boy. Following Diddy's Kong Quest, the Donkey Kong Country team split in two: one half began working on Project Dream, a role-playing game that used the Donkey Kong Country technology, and the other on Donkey Kong Country 3: Dixie Kong's Double Trouble! (1996). Rare followed Dixie Kong's Double Trouble! with Donkey Kong 64 (1999), the first Donkey Kong game to feature 3D gameplay. In 2002, Rare was acquired by Nintendo's competitor Microsoft and the Donkey Kong rights reverted to Nintendo.
### Rereleases
In 2000, Rare developed a port of Donkey Kong Country for Nintendo's Game Boy Color (GBC) handheld console. It was released in North America on 4 November 2000, in Europe on 17 November, and in Japan on 21 January 2001. The port was developed alongside the GBC version of Perfect Dark and many assets, including graphics and audio, were re-used from the Donkey Kong Land games. Aside from graphical and sound-related downgrades due to the GBC's weaker 8-bit hardware, the port is mostly identical to the original release. One level was redesigned and another was added. It also adds bonus modes, including two minigames that supplement the main quest and support multiplayer via the Game Link Cable, as well as Game Boy Printer support. The GBC version was a runner-up for GameSpot's annual Best Game Boy Color Game and Best Platform Game awards. During the 4th Annual Interactive Achievement Awards, the Academy of Interactive Arts & Sciences nominated the Game Boy Color version for the "Console Family" award.
Despite its acquisition by Microsoft, Rare continued to produce games for Nintendo's Game Boy Advance (GBA) since Microsoft did not have a competing handheld. It ported Donkey Kong Country as part of Nintendo's line of SNES rereleases for the GBA. The GBA version was released in Europe on 6 June 2003, in North America on 9 June, and in Japan on 12 December. It adds a new animated introductory cutscene, redesigned user interfaces and world maps, the ability to save progress anywhere, minigames, and a time trial mode. It features downgraded graphics and sound, the former due to the GBA's lack of a backlit screen. The GBA version sold 960,000 copies and earned \$26 million in the US by August 2006. Between January 2000 and August 2006, it was the 19th highest-selling game for a Nintendo handheld console in the US.
The SNES version of Donkey Kong Country has been digitally rereleased for later Nintendo consoles via Nintendo's Virtual Console service. It was released for the Wii Virtual Console in Japan and Europe in December 2006, and in North America in February 2007. In September 2012, the game was delisted from the Virtual Console for unknown reasons, though Kotaku's Jason Schreier suggested it may have been related to licensing problems with Rare. Donkey Kong Country returned to the Wii U's Virtual Console in February 2015 and was added to the New Nintendo 3DS Virtual Console in March 2016. It was included in the Super NES Classic Edition, a dedicated console Nintendo released in September 2017, and was released on the Nintendo Switch for Nintendo Switch Online subscribers in July 2020.
## Legacy
Donkey Kong Country's visual appeal helped the SNES remain popular in a period of uncertainty for cartridge-based games. Consumers were unfamiliar with 3D graphics at the time. According to Official Nintendo Magazine, by bringing next-generation graphics to the SNES just 12 days before the PlayStation's Japanese launch, Donkey Kong Country persuaded consumers that an immediate upgrade was unnecessary. IGN wrote that the game "saved the SNES" and revitalised sales by bringing back lapsed fans. Donkey Kong Country also helped Nintendo pull ahead of Sega and win the console wars of the 1990s. Whereas Nintendo continued to release AAA games such as Donkey Kong Country, Sega had alienated audiences with add-ons such as the Mega-CD and 32X, and its subsequent console, the Saturn, failed.
The Donkey Kong Country series re-established Donkey Kong as one of Nintendo's most popular and profitable franchises. Donkey Kong Country heralded Donkey Kong's transition from villain to hero; Rare's redesign became his standard appearance, and its gameplay format was followed by sequels. The game inspired an animated series that ran for 40 episodes from 1997 to 2000, and Diddy Kong starred in a Nintendo 64 racing game spin-off, Diddy Kong Racing (1997). Following Dixie Kong's Double Trouble!, the Country series went on a hiatus until Donkey Kong Country Returns, developed by Retro Studios, was released for the Wii on Donkey Kong Country's 16th anniversary in 2010. A sequel, Donkey Kong Country: Tropical Freeze, was released for the Wii U in 2014. Wise, who left Rare in 2009, returned to compose Tropical Freeze's score.
### Retrospective assessments
Reviewing the Virtual Console rerelease, Nintendo Life felt the visuals were still among the SNES's best, and Jeuxvideo.com said they had offered a new depth of realism. IGN and AllGame said the visuals remained impressive for the SNES (though IGN thought they were no longer as significant a draw), while GameSpot thought the graphics rivalled 32-bit consoles. Conversely, USGamer said that, though technically impressive, they did not age well, with "cringe-inducing", "paper-thin backgrounds". Hardcore Gaming 101 agreed, writing that the visuals looked plastic-like, did not hold up well once the novelty of pre-rendering had worn off, and were clearly experimental, even if their detail was admirable. Critics praised the GBC version for attempting to preserve the visuals in spite of hardware limitations, but criticised the GBA version's downgrades, which IGN considered detrimental to the experience.
Donkey Kong Country became divisive in the years following its release. Eurogamer wrote that it became popular to dislike it in the early 2000s, and it was often described as one of the most overrated video games. For example, Vice wrote that it did not deserve to be considered a classic and, alongside GameSpy, called its gameplay unremarkable and lacking depth. According to IGN, critics accused Donkey Kong Country of "sacrificing gameplay for the sake of a short-run attention grab and quick impulse sales", which USGamer attributed to the "flimflammery of its visuals and the relative mundanity of its actual game design". USGamer wrote the game was often criticised as an example of style over substance, with gameplay that was arguably inferior to SNES launch games such as Super Mario World and Super Castlevania IV. GameSpy complained that Donkey Kong Country overshadowed games such as Yoshi's Island, which it considered superior.
Nonetheless, Donkey Kong Country is considered one of the greatest video games of all time. USGamer wrote that the criticism was unfair because it "exudes craftsmanship ... Rare went to great pains to create a consistent, seamless world that managed to convey trompe-l'oeil immersion", something few developers could replicate. Though retrospective reviewers criticised the boss fights, they praised the rhythm, variety, and replay value. Polygon said that although some aspects had not aged well, Donkey Kong Country remained among the best Donkey Kong games and deserved praise for resurrecting the franchise. Its soundtrack is considered one of the best in games, praised for its atmosphere and diversity. Hardcore Gaming 101 said it was the one element that had unquestionably aged well and contained some of the 16-bit era's most memorable music.
In the years following its release, rumours spread that Miyamoto disliked Donkey Kong Country and found it amateurish, and had created the hand-drawn art style of Yoshi's Island in retaliation for its pre-rendered visuals. The author Steven L. Kent claimed Miyamoto said that "Donkey Kong Country proves gamers will put up with mediocre gameplay if the art is good" in a 1995 Electronic Games interview. Kent said that Nintendo's marketing department had rejected Yoshi's Island as it lacked Donkey Kong Country's pre-rendered graphics, and that this had possibly motivated Miyamoto's remark. Miyamoto denied this in 2010, noting he "was very involved" in Donkey Kong Country and had been in regular correspondence with Stamper until the end of the development. In 2014, USGamer described Kent's claims as "seemingly apocryphal".
### Influence
Donkey Kong Country exerted "revolutionary influence", according to GameSpot. Kotaku said its unprecedented graphics represented the future of games and Nintendo World Report wrote that it set standards for how platform games could look and play. Sega commissioned BlueSky Software to develop the Mega Drive game Vectorman (1995) in response to Donkey Kong Country's popularity. Many developers imitated the visuals; IGN identified the Saturn games Clockwork Knight (1994) and Bug! (1995) as examples. USGamer wrote that few games achieved the same quality and that 2.5D games, such as Crystal Dynamics' Pandemonium! (1996), exposed the "illusion upon which [Donkey Kong Country] was built". Kotaku said Donkey Kong Country was an event that could not be replicated in modern times due to the game industry's growth.
Naughty Dog's founders Andy Gavin and Jason Rubin cited Donkey Kong Country as the primary influence on their break-out game Crash Bandicoot (1996). Crash's first functional levels drew upon techniques employed by Donkey Kong Country, such as steam vents, drop platforms, bouncy pads, heated pipes, and enemies that move back and forth. The pre-rendered visuals inspired other games, including Kirby Super Star (1996) and Sonic 3D: Flickies' Island (1996), and critics have identified Donkey Kong Country references or influence in games such as the Mega-CD version of Earthworm Jim (1995), Sonic Blast (1996), Rayman Origins (2011), Mekazoo (2016), and Kaze and the Wild Masks (2021). The Australian Broadcasting Corporation credited Donkey Kong Country for maintaining the popularity of 2D games and ensuring the development of new entries in the Mario, Kirby, and Yoshi series.
The soundtrack was also influential and Wise developed a cult following for his work. IGN said Donkey Kong Country contributed to an increased appreciation for video game music as an art form. Rearrangements of the music appear in Donkey Kong 64, Donkey Kong Country Returns, and Donkey Kong Country: Tropical Freeze, and in crossover games such as Nintendo's Super Smash Bros. fighting series. Its tracks are often remixed, Wise contributing to an OverClocked ReMix album in 2004. "Aquatic Ambience" has been particularly influential. It has been described as "the 'Eleanor Rigby' of video game music", praised by artists such as Trent Reznor and Donald Glover, and The A.V. Club wrote that it spawned a "minor cult" dedicated to remixes. Glover sampled it in his 2012 song "Eat Your Vegetables", to which Wise expressed approval. In 2019, the composer Sam Miller reconstructed the soundtrack after locating Wise's original samples.
Donkey Kong Country established Rare as one of the leading video game developers and set the standard for its work. It originated conventions characteristic of Rare's later output, including an emphasis on collecting items, visual appeal, and tech demo-like design. Nintendo and Rare's partnership continued until Star Fox Adventures (2002) for the GameCube, after which Rare was acquired by Microsoft. The 2019 game Yooka-Laylee and the Impossible Lair—developed by Playtonic Games, whose staff includes Rare alumni that worked on Donkey Kong Country—was noted for its gameplay similarities to Donkey Kong Country, though Playtonic's head Gavin Price declined to label it a spiritual successor. Nintendo Life also identified similarities between Donkey Kong Country and Kroko Bongo: Tap to the Beat! (2017), a platform game developed by the Stampers' mobile game studio FortuneFish. |
5,607,575 | U.S. Route 50 in Nevada | 1,151,935,612 | Section of U.S. Highway in Nevada, United States | [
"Central Overland Route",
"Lincoln Highway",
"Nevada Scenic Byways",
"Transportation in Carson City, Nevada",
"Transportation in Churchill County, Nevada",
"Transportation in Douglas County, Nevada",
"Transportation in Eureka County, Nevada",
"Transportation in Lander County, Nevada",
"Transportation in Lyon County, Nevada",
"Transportation in White Pine County, Nevada",
"U.S. Highways in Nevada",
"U.S. Route 50"
]
| U.S. Route 50 (US 50) is a transcontinental highway in the United States, stretching from West Sacramento, California, in the west to Ocean City, Maryland, on the east coast. The Nevada portion crosses the center of the state and was named "The Loneliest Road in America" by Life magazine in July 1986. The name was intended as a pejorative, but Nevada officials seized it as a marketing slogan. The name originates from large desolate areas traversed by the route, with few or no signs of civilization. The highway crosses several large desert valleys separated by numerous mountain ranges towering over the valley floors, in what is known as the Basin and Range province of the Great Basin.
US 50 has a diverse route through the state, traversing the resort communities of Lake Tahoe, the state capital in Carson City, historical sites such as Fort Churchill State Historic Park, petroglyphs, alpine forests, desert valleys, ghost towns, and Great Basin National Park.
The route was constructed over a historic corridor, initially used for the Pony Express and Central Overland Route and later for the Lincoln Highway. Before the formation of the U.S. Highway System, most of US 50 in Nevada was designated State Route 2. The routing east of Ely has changed significantly from the original plans. The route change resulted from a rivalry between Nevada and Utah over which transcontinental route was better to serve California-bound traffic, the Lincoln Highway or the Victory Highway.
## Route description
US 50 crosses the central portion of Nevada, entering the west side of the state near Lake Tahoe and exiting the east side near Great Basin National Park. The route crosses mostly desolate terrain in its journey across the state; US 50 passes through several large desert valleys and basins. The highway crosses 17 named mountain passes that break up the Nevada desert. To crest some of the passes along US 50 requires navigating steep 8% grades and hairpin turns through pine forests to reach elevations of over 7,000 feet (2,100 m).
In the stretch of highway between Fallon and Delta, Utah, a span of 409 miles (658 km), there are three small towns: Austin, Eureka, and Ely. This span is roughly the same distance as Boston, Massachusetts, to Baltimore, Maryland, or Paris, France, to Zürich, Switzerland. Traffic along US 50 varies greatly. The average annual daily traffic in 2007 ranged from 52,000 vehicles per day in Carson City, to 530 vehicles per day near the Duckwater turnoff.
In addition to portions being designated the Loneliest Road and Lincoln Highway, the portion concurrent with Interstate 580 in Carson City is designated the Carson City Deputy Sheriff Carl Howell Memorial Freeway in honor of a sheriff's officer who was shot to death while attempting to rescue a victim of domestic violence from her house.
### Western Nevada
US 50 enters Nevada from California as a busy four-lane thoroughfare on the shores of alpine Lake Tahoe in Stateline, Nevada. The highway follows the eastern shore, squeezing between the lake and the crest of the Carson Range. In one narrow spot, the highway cuts through the mountains via the Cave Rock Tunnel. Eventually, the route crests the Carson Range at Spooner Summit and then descends into Nevada's capital, Carson City. Carson Street and William Street formerly carried the highway through the city; however, in 2017, US 50 was moved to a freeway alignment constructed for Interstate 580.
After Carson City, US 50 follows the Carson River towards the Lahontan Valley. This portion is also mostly four-lane, serving the commuter towns of Dayton and Silver Springs as well as passing by Fort Churchill State Historic Park and Lahontan State Recreation Area. In addition to the trails of the Pony Express and Lincoln Highway, this portion parallels the Carson River branch of the California Trail. The Carson River forms the southern edge of the Forty Mile Desert. This desert, located between the termini of the Carson and Humboldt rivers, was the most dreaded part of the California Trail, where travelers had to endure 40 miles (64 km) of desert heat with no usable water.
At Silver Springs, U.S. Route 50 Alternate splits from the main route. Both branches are sometimes called the loneliest road, and the promotional passport issued by the Nevada Commission on Tourism includes a stamping location at Fernley, along the alternate branch. The two branches rejoin west of Fallon. Fallon, home to the Naval Air Station Fallon or TOPGUN, is an agricultural community along the last usable water of the Carson River. The town is located just south of the river's terminus at the Carson Sink. Leaving Fallon, the highway passes by ancient petroglyph sites at Grimes Point and then Sand Mountain, a 600-foot (180 m) sand dune.
### Fallon to Austin
The scenery and level of traffic changes upon leaving the Fallon area. The road narrows from four lanes to two and crosses remote terrain characterized by Basin and Range topography. The summits start out low and gradually increase in elevation. The features in the first basins include Labou Flat, a dry lake used by the US Navy for low-level flight operations, and Dixie Valley, with several visible fault scarps that resulted from the magnitude 7.1 Dixie Valley/Fairview earthquake in 1954. Dixie Valley is now a US Navy Electronic Warfare Range.
The next services are in the single-building settlement of Middlegate, a roadhouse that has served as a restaurant, bar, hotel, and refueling station since the Pony Express era of the 19th century. The building features Lincoln Highway and Pony Express era artifacts as well as plaques from various historical societies confirming the station is authentic. The station is the modern turnoff to Berlin–Ichthyosaur State Park, a preserved ghost town surrounded by Ichthyosaur fossils.
Nearby is a grove of cottonwoods, which includes a shoe tree. Patrons of the bar at Middlegate are unsure of the origin of the shoe tree; however, most believe it started sometime in the mid-1980s. A legend has formed about how a young man was traveling to Reno with his bride-to-be. When she balked and got out of the car, he threw her shoes in the tree so she couldn't get away. A reporter for the San Francisco Chronicle began to study the phenomenon of shoe trees after seeing the one at Middlegate, stating to his knowledge this was the biggest in the world. It was discovered on December 31, 2010, that the original shoe tree had been chopped down, possibly by vandals. Since then visitors have started a new shoe tree with another tree in the grove.
East of Middlegate, the paths of the Pony Express, Lincoln Highway, and US 50 diverge, using different passes to cross the Desatoya Mountains. They rejoin west of Austin. The first paved route of the Lincoln Highway is preserved as State Route 722.
### Austin to Ely
Austin lies 110 miles (180 km) east of Fallon. The city, founded by Pony Express riders who discovered silver, was a mining boomtown that now describes itself as a living ghost town. In 1862, at the peak of the silver boom, Austin had a population of 10,000 people. Today, about 300 residents remain. Perched above the town and just to the south of the highway is Stokes Castle, a long abandoned monument to a prominent eastern family with local mining interests. Passing Austin, travelers encounter hairpin turns and steep grades in the ascent up Austin Summit in the Toiyabe Range. This area is inside the Humboldt-Toiyabe National Forest, the first part of US 50 to run inside a national forest since leaving Lake Tahoe. At Hickison Summit, about 20 miles (32 km) east of Austin, is the Hickison Petroglyph Recreation Area, a rest area and campground featuring a walking tour of petroglyphs.
The next town is Eureka, which bills itself as the "Friendliest Town on the Loneliest Road in America". Eureka was similarly founded as a mining boom town. Although mining has diminished, it remains a large component of the community and its economy. The centerpiece of the historical district of Eureka is the Eureka Opera House, built in 1880.
Past Eureka is Ely, founded as a stage coach station along the Pony Express and Central Overland Route. Ely's mining boom came later than booms of other towns along US 50, with the discovery of copper in 1906. Though the railroads connecting the first transcontinental railroad to the mines in Austin and Eureka have long been removed, the railroad to Ely is preserved as a heritage railway by the Nevada Northern Railway and known as the Ghost Train of Old Ely. Here US 50 departs the historical routes of the Lincoln Highway, Pony Express, and State Route 2. These routes proceeded northeast towards Salt Lake City, while US 50 joins with US 6 and US 93 heading east towards the state line.
### Eastern Nevada
Ely is the last city along US 50 in Nevada. The next city is Delta, Utah, 162 miles (261 km) to the east; there are only two gas stations along the stretch between Ely and Delta. US 93 continues south from the junction with US 50 at Majors Place. At the Nevada–Utah border, the highway passes by Border, Nevada, with a gas station and restaurant.
This portion of the highway is mountainous with the highest point along US 50 in Nevada at Connors Pass at 7,729 feet (2,356 m). This section has been designated a Scenic Byway by the Nevada Scenic Byways program. Listed attractions include the Ward Charcoal Ovens State Historic Park and Great Basin National Park. The highway enters Utah northeast of Baker in a remote portion of the Great Basin Desert.
### Mountain passes
From west to east US 50 crosses several mountain ranges using 17 passes and one tunnel.
## Cultural references
In July 1986, Life magazine published an article that gave US 50 in Nevada the name "The Loneliest Road in America". The article portrayed the highway, and rural Nevada, as a place devoid of civilization. Officials from White Pine County decided to make the best of the publicity generated from the article, and convinced state authorities to do the same. Jointly, they began to use the pejorative article as a platform to market the area for visitors interested in desert scenery, history, and solitude. The Nevada Department of Transportation adopted the name in official highway logs, and placed custom Highway 50 markers along the route.
The Nevada Commission on Tourism sponsors a promotion where visitors can stop at several designated locations along the route and have the passport section of a state issued "survival guide" marked with a stamp representing that location. Visitors can mail in the completed passport and receive a certificate, signed by the Governor, certifying they survived The Loneliest Road in America. The word "survived" is a tongue-in-cheek reference to the Life article, which quoted an American Automobile Association spokesperson as saying, "We warn all motorists not to drive there unless they're confident of their survival skills."
Since the article was published, US 50 has gained popularity among people desiring a scenic or less traveled alternative to Interstate 80 across Nevada. This increase in popularity has caused at least one writer to dispute whether US 50 still deserves the title of The Loneliest Road in America. Traffic counts on US 50 are now considerably higher than on US 6, just to the south in Nye County.
The 1971 road movie Vanishing Point, notable for its on-location filming across the southwest United States, used several sections of US 50 as part of the driving sequences. In 1991, Stephen King drove along US 50 as part of a cross country trip. He stopped at Ruth, a small town near Ely. Studying the town, King fantasized about the fate of the residents. King then heard a local legend about how the ghosts of Chinese miners, who died while trapped in a cave-in, can be seen crossing Highway 50 to haunt the city of Ruth. King merged these details into his own story, including references to The Loneliest Road in America, which became the novel Desperation.
In 2002, Neil Peart, then taking a sabbatical from Rush, published Ghost Rider: Travels on the Healing Road, his account of a long-distance motorcycle journey across Canada and the United States. He traveled across US 50 in Nevada, and remarked on the complete absence of any development on long stretches of the road, including a sign reading "No Services for 88 Miles."
In 2008, the British television show Top Gear featured the show's presenters Jeremy Clarkson, Richard Hammond, and James May driving across Nevada along US 50 in the cars of their choice. Clarkson stated he was "mesmerised by the straightness of the road."
## History
### Lincoln Highway
In Nevada, US 50 was built mostly along the route of the Lincoln Highway, the first transcontinental highway in the United States, formed in 1913. Through Nevada, the route of the Lincoln Highway had been previously used by the Pony Express, an early attempt at an express mail service, started in 1860. The Pony Express used the technique of riders changing horses at stations approximately 10 miles (16 km) apart to maximize speed. Many of the towns along US 50 originally served as stations along the Pony Express. The original numbered designation of this route, which appeared on Nevada Highway maps as far back as 1919, was State Route 2. Route 2 had an alternate branch, Route 2A, corresponding to a split in the Lincoln Highway near Fallon. The main and alternate branches of Route 2 are reversed from the modern routings of US 50. Mainline Route 2, the Donner Branch, terminated at Fernley along modern US 50 Alternate. State Route 2A, the Pioneer Branch, followed mainline US 50, terminating at Carson City. State Route 2, and the Lincoln Highway, used a different routing between Ely and Salt Lake City, Utah from the modern routes. The original routing used what is now US 93 from Ely to the ghost town of Schellbourne and then dirt roads towards Tooele, Utah.
In 1926, when the U.S. Highway system was announced, there was a gap in US 50 between Ely and Thistle, Utah. At the time, the states of Utah and Nevada were feuding about which of the old auto trails would be paved and used for the new U.S. Highway system. Utah officials refused to pave the portion of the Lincoln Highway west of Salt Lake City. They perceived this route as being expensive to build, with no benefit for the state. Nevada officials, and the Lincoln Highway Association, pleaded with Utah authorities to change their position, even offering funds to help offset the additional cost of paving that route. However, the Lincoln highway directed travelers destined for both southern and northern California on a route away from Utah cities, towards central Nevada. Utah instead paved the Wendover Cutoff, part of the Victory Highway (modern Interstate 80), that only directed traffic for northern California out of the state. The choice not to pave the Lincoln Highway would direct travelers bound for southern California to use the Arrowhead Trail (modern Interstate 15). This route serves numerous communities in Utah, but only Las Vegas and a few other small towns in Nevada. The final blow to the original route of the Lincoln Highway was the formation of the Dugway Proving Ground, a military base used for weapons testing, which closed the area to the public. The Lincoln Highway was re-routed to Salt Lake City along a circuitous route via Wendover and the Bonneville Salt Flats. This route was initially numbered US 50 from Ely to Wendover and US 40/50 across western Utah, but has been renumbered US 93, US 93 Alternate and I-80.
### Route changes
Most of modern US 50 was pieced together from several routes designated as Nevada State Routes in the early 20th century. The portion from Lake Tahoe to Carson City was originally a portion of State Route 3. The original designation for US 50 from Carson City to Ely was Route 2 and 2A. East of Ely was originally numbered Route 7 to the modern junction with US 93 and Route 14 from there to the Utah state line. The modern route of US 50 has significantly changed since the highway was first commissioned in 1926. The biggest change is between Ely and Green River, Utah. The first contiguous route of the highway between these cites followed the modified routing of the Lincoln Highway to Salt Lake City. The highway returned to Green River along what is now numbered UT 201, US 89, and US 6. The route was changed when the more direct route between these cities (via Delta, Utah) was paved. The 1954 edition of the Nevada highway map was the first to show the new routing.
Previously, the road to Delta consisted of unpaved state routes. The paved route did not follow the exact route of the old dirt roads. The improved route bypassed the ghost town of Osceola and entered Utah approximately 14 miles (23 km) to the south of the dirt road. The border crossing was moved to facilitate an easier route across western Utah. In Utah, the old road traversed a difficult route through Marjum Canyon, while the paved route followed a simpler path along the north shore of Sevier Lake.
Three different routes have existed between Lake Tahoe and Carson City. The original, used by the Lincoln Highway, was previously known as Johnson's Cutoff or the Carson Ridge Emigrant Road. This route, which followed Kings Canyon to scale the Sierra Nevada, was severely damaged by a flood in 1997. The U.S. Forest Service still promotes this road for its historical value, but has announced that it will no longer be maintained and travel is only recommended by foot, horse, or four wheel drive vehicle. A portion in the lower part of the canyon inside Carson City limits was maintained by the state as Kings Canyon Road (SR 512) until 2009. In 1923, while still known as State Route 3, the road to Lake Tahoe was changed to follow Clear Creek Canyon, along a path that had been used for a series of tunnels and flumes, to transport timber from Lake Tahoe to the Virginia and Truckee Railroad depot in Carson City. The iteration is now known as Old Clear Creek Road. Only a small portion of Old Clear Creek Road is currently maintained by the state as unsigned SR 705, the remainder is an access road for private residences in the canyon. The modern route, also using Clear Creek Canyon, was built in the late 1950s.
US 50 was rerouted through the eastern half of Fallon. The original route is not drivable as it runs through Naval Air Station Fallon; portions are still in public use as Harrigan Road (SR 115) and Berney Road (SR 119). Around 1967, US 50 was improved between Middlegate and Austin, to bypass steep grades and sharp curves over Carroll Summit. The original route is now SR 722. In 2017, US 50 was re-aligned onto the completed Interstate 580 bypass, replacing its former route through downtown Carson City.
## Major intersections
Note: Mileposts in Nevada reset at county lines. The start and end mileposts in each county are given in the county column.
## See also
- Reno Arch, marker celebrating the completion of the Lincoln Highway in Nevada
Other geographic features traversed by the highway
- Antelope Valley (Eureka County)
- Big Smoky Valley
- Newark Valley (Nevada)
- Snake Valley (Great Basin)
- Spring Valley Wind Farm
- Steptoe Valley
Related routes
- U.S. Route 50 Alternate
- State Route 2B, former spur of US 50 (as State Route 2A), no longer part of the state highway system
- State Route 2C, former spur of State Route 2A, no longer part of the state highway system |
510,323 | Sumatran rhinoceros | 1,168,561,935 | Critically Endangered species of small Asian rhinoceros | [
"Critically endangered fauna of Asia",
"Critically endangered fauna of Indonesia",
"EDGE species",
"Fauna of Sumatra",
"Mammals described in 1814",
"Mammals of Borneo",
"Mammals of India",
"Mammals of Indonesia",
"Mammals of Malaysia",
"Mammals of Southeast Asia",
"Rhinoceroses"
]
| The Sumatran rhinoceros (Dicerorhinus sumatrensis), also known as the Sumatran rhino, hairy rhinoceros or Asian two-horned rhinoceros, is a rare member of the family Rhinocerotidae and one of five extant species of rhinoceros; it is the only extant species of the genus Dicerorhinus. It is the smallest rhinoceros, although it is still a large mammal; it stands 112–145 cm (44–57 in) high at the shoulder, with a head-and-body length of 2.36–3.18 m (7 ft 9 in – 10 ft 5 in) and a tail of 35–70 cm (14–28 in). The weight is reported to range from 500–1,000 kg (1,100–2,200 lb), averaging 700–800 kg (1,500–1,800 lb). Like both African species, it has two horns; the larger is the nasal horn, typically 15–25 cm (5.9–9.8 in), while the other horn is typically a stub. A coat of reddish-brown hair covers most of the Sumatran rhino's body.
The Sumatran rhinoceros once inhabited rainforests, swamps and cloud forests in India, Bhutan, Bangladesh, Myanmar, Laos, Thailand, Malaysia, Indonesia and southwestern China, particularly in Sichuan. It is now critically endangered, with only five substantial populations in the wild: four in Sumatra and one in Borneo, with an estimated total population of fewer than 80 mature individuals. The species was extirpated in Malaysia in 2019, and one of the Sumatran populations may already be extinct. In 2015, researchers announced that the Bornean rhinoceros had become extinct in the northern part of Borneo in Sabah, Malaysia. A tiny population was discovered in East Kalimantan in early 2016.
The Sumatran rhino is a mostly solitary animal except for courtship and offspring-rearing. It is the most vocal rhino species and also communicates through marking soil with its feet, twisting saplings into patterns, and leaving excrement. The species is much better studied than the similarly reclusive Javan rhinoceros, in part because of a program that brought 40 Sumatran rhinos into captivity with the goal of preserving the species. There was little or no information about procedures that would assist in ex situ breeding. Though a number of rhinos died once at the various destinations and no offspring were produced for nearly 20 years, the rhinos were all doomed in their soon-to-be-logged forest. In March 2016, a Sumatran rhinoceros (of the Bornean rhinoceros subspecies) was spotted in Indonesian Borneo.
The Indonesian ministry of Environment, began an official counting of the Sumatran rhino in February 2019, planned to be completed in three years. Malaysia's last known bull and cow Sumatran rhinos died in May and November 2019, respectively. The species is now considered to be locally extinct in that country, and only survives in Indonesia. There are fewer than 80 left in existence.
## Taxonomy and naming
The first documented Sumatran rhinoceros was shot 16 km (9.9 mi) outside Fort Marlborough, near the west coast of Sumatra, in 1793. Drawings of the animal, and a written description, were sent to the naturalist Joseph Banks, then president of the Royal Society of London, who published a paper on the specimen that year. In 1814, the species was given a scientific name by Johann Fischer von Waldheim.
The specific epithet sumatrensis signifies "of Sumatra", the Indonesian island where the rhinos were first discovered. Carl Linnaeus originally classified all rhinos in the genus, Rhinoceros; therefore, the species was originally identified as Rhinoceros sumatrensis or sumatranus. Joshua Brookes considered the Sumatran rhinoceros with its two horns a distinct genus from the one-horned Rhinoceros, and gave it the name Didermocerus in 1828. Constantin Wilhelm Lambert Gloger proposed the name Dicerorhinus in 1841. In 1868, John Edward Gray proposed the name Ceratorhinus. Normally, the oldest name would be used, but a 1977 ruling by the International Commission on Zoological Nomenclature established the proper genus name as Dicerorhinus. Dicerorhinus comes from the Greek terms di (δι, meaning "two"), cero (κέρας, meaning "horn"), and rhinos (ρινος, meaning "nose").
The three subspecies are:
D. s. sumatrensis, known as the western Sumatran rhinoceros, which has only 75 to 85 rhinos remaining, mostly in the national parks of Bukit Barisan Selatan and Kerinci Seblat, Gunung Leuser in Sumatra, but also in Way Kambas National Park in small numbers. They have recently gone extinct in Peninsular Malaysia. The main threats against this subspecies are habitat loss and poaching. A slight genetic difference is noted between the western Sumatran and Bornean rhinos. The rhinos in Peninsular Malaysia were once known as D. s. niger, but were later recognized to be a synonym of D. s. sumatrensis. Three bulls and five cows currently live in captivity at the Sumatran Rhino Sanctuary at Way Kambas, the youngest bull having been bred and born there in 2012. Another calf, a female, was born at the sanctuary in May 2016. The sanctuary's two bulls were born at the Cincinnati Zoo and Botanical Garden. A third calf female was born in March 2022.
D. s. harrissoni, known as the Bornean rhinoceros or eastern Sumatran rhinoceros, which was once common throughout Borneo; now only about 15 individuals are estimated to survive. The known population lives in East Kalimantan, with them having recently gone extinct in Sabah. Reports of animals surviving in Sarawak are unconfirmed. This subspecies is named after Tom Harrisson, who worked extensively with Bornean zoology and anthropology in the 1960s. The Bornean subspecies is markedly smaller in body size than the other two subspecies. The captive population consisted of one bull and two cows at the Borneo Rhinoceros Sanctuary in Sabah; the bull died in 2019 and the cows died in 2017 and 2019 respectively.
D. s. lasiotis, known as the northern Sumatran rhinoceros or Chittagong rhinoceros, which once roamed India and Bangladesh, has been declared extinct in these countries. Unconfirmed reports suggest a small population may still survive in Myanmar, but the political situation in that country has prevented verification. The name lasiotis is derived from the Greek for "hairy-ears". Later studies showed that their ear hair was not longer than other Sumatran rhinos, but D. s. lasiotis remained a subspecies because it was significantly larger than the other subspecies.
### Evolution
Ancestral rhinoceroses first diverged from other perissodactyls in the Early Eocene. Mitochondrial DNA comparison suggests the ancestors of modern rhinos split from the ancestors of Equidae around 50 million years ago. The extant family, the Rhinocerotidae, first appeared in the Late Eocene in Eurasia, and the ancestors of the extant rhino species dispersed from Asia beginning in the Miocene.
Sumatran rhinoceros is considered the least derived of the extant species, as it shares more traits with its Miocene ancestors. Paleontological evidence in the fossil record dates the genus Dicerorhinus to the Early Miocene, 23–16 million years ago. Many fossils have been classified as members of Dicerorhinus, but no other recent species are in the genus. Molecular dating suggests the split of Dicerorhinus from the four other extant species as far back as 25.9 ± 1.9 million years. Three hypotheses have been proposed for the relationship between the Sumatran rhinoceros and the other living species. One hypothesis suggests the Sumatran rhinoceros is closely related to the black and white rhinos in Africa, evidenced by the species having two horns, instead of one. Other taxonomists regard the Sumatran rhinoceros as a sister taxon of the Indian and Javan rhinoceros because their ranges overlap so closely. A third hypothesis, based on more recent analyses, however, suggests that the two African rhinos, the two Asian rhinos, and the Sumatran rhinoceros represent three essentially separate lineages that split around 25.9 million years ago; which group diverged first remains unclear. Recent studies suggest that many specimens attributed to Dicerorhinus from the Pleistocene of China actually belong to Stephanorhinus, a closely related genus. The earliest fossil record of the species is from the Early Pleistocene Liucheng Gigantopithecus Cave in Guangxi, China, which consists of a nearly complete mandible with preserved cheek teeth and various isolated teeth. Fossil material of the Sumatran rhinoceros also found in the Middle Pleistocene of Thailand.
Because of morphological similarities, the Sumatran rhinoceros is believed to be closely related to the extinct woolly rhinoceros (Coelodonta antiquitatis) and Stephanorhinus. The woolly rhinoceros, so named for the coat of hair it shares with the Sumatran rhinoceros, first appeared in China; by the Upper Pleistocene, it ranged across the Eurasian continent from Korea to Spain. The woolly rhinoceros survived the last ice age, but, like the woolly mammoth, most or all became extinct around 10,000 years ago. Stephanorhinus species are well known in Europe from the Late Pliocene through the Pleistocene, and China from the Pleistocene, with two species, Stephanorhinus kirchbergensis and the Stephanorhinus hemitoechus surviving into the last glacial period. Although some morphological studies questioned the relationship, recent molecular analysis has supported the close relationship.
Pairwise sequential Markovian coalescent (PSMC) analysis of a complete nuclear genome of a Sumatran specimen suggested strong fluctuations in population size, with a general trend of decline over the course of the Middle to Late Pleistocene with an estimated peak effective population size of 57,800 individuals 950,000 years ago, declining to around 500–1,300 individuals at the start of the Holocene, with a slight rebound during the Eemian Interglacial. This was likely due to climate change causing limiting suitable habitat for the Rhinoceros, causing severe population fluctuations as well as population fragmentation due to the flooding of Sundaland. Human induced habitat change and hunting may have played a role in the Late Pleistocene. The study was later criticised for not including DNA from extinct mainland populations, which would have provided a holistic account. A Bayesian skyline plot of complete Mitochondrial genomes from multiple individuals from across the range of the species suggested that the population had been relatively stable with an effective population size of 40,000 individuals over the last 400,000 years, with a sharp decline starting around 25,000 years ago.
Cladogram showing the relationships of recent and Late Pleistocene rhinoceros species (minus Stephanorhinus hemitoechus) based on whole nuclear genomes, after Liu et al, 2021:
## Description
A mature Sumatran rhino stands about 120–145 cm (3.94–4.76 ft) high at the shoulder, has a body length of around 250 cm (8.2 ft), and weighs 500–800 kg (1,100–1,760 lb), though the largest individuals in zoos have been known to weigh as much as 2,000 kg (4,410 lb). Like the two African species, it has two horns. The larger is the nasal horn, typically only 15–25 cm (5.9–9.8 in), though the longest recorded specimen was much longer at 81 cm (32 in). The posterior horn is much smaller, usually less than 10 cm (3.9 in) long, and often little more than a knob. The larger nasal horn is also known as the anterior horn; the smaller posterior horn is known as the frontal horn. The horns are dark grey or black in color. The bulls have larger horns than the cows, though the species is not otherwise sexually dimorphic. The Sumatran rhino lives an estimated 30–45 years in the wild, while the record time in captivity is a female D. lasiotis, which lived for 32 years and 8 months before dying in the London Zoo in 1900.
Two thick folds of skin encircle the body behind the front legs and before the hind legs. The rhino has a smaller fold of skin around its neck. The skin itself is thin, 10–16 mm (0.39–0.63 in), and in the wild, the rhino appears to have no subcutaneous fat. Hair can range from dense (the most dense hair in young calves) to scarce, and is usually a reddish brown. In the wild, this hair is hard to observe because the rhinos are often covered in mud. In captivity, however, the hair grows out and becomes much shaggier, likely because of less abrasion from walking through vegetation. The rhino has a patch of long hair around its ears and a thick clump of hair at the end of its tail. Like all rhinos, they have very poor vision. The Sumatran rhinoceros is fast and agile; it climbs mountains easily and comfortably traverses steep slopes and riverbanks.
## Distribution and habitat
The Sumatran rhinoceros lives in both lowland and highland secondary rainforest, swamps, and cloud forests. It inhabits hilly areas close to water, particularly steep upper valleys with copious undergrowth. The Sumatran rhinoceros once inhabited a continuous range as far north as Myanmar, eastern India, and Bangladesh. Unconfirmed reports also placed it in Cambodia, Laos, and Vietnam. All known living animals occur in the island of Sumatra. Some conservationists hope Sumatran rhinos may still survive in Burma, though it is considered unlikely. Political turmoil in Burma has prevented any assessment or study of possible survivors. The last reports of stray animals from Indian limits were in the 1990s.
The Sumatran rhino is widely scattered across its range, much more so than the other Asian rhinos, which has made it difficult for conservationists to protect members of the species effectively. Only four areas are known to contain Sumatran rhinoceros: Bukit Barisan Selatan National Park, Gunung Leuser National Park, and Way Kambas National Park on Sumatra; and on Indonesian Borneo west of Samarindah.
The Kerinci Seblat National Park, Sumatra's largest, was estimated to contain a population of around 500 rhinos in the 1980s, but due to poaching, this population is now considered extinct. The survival of any animals in Peninsular Malaysia is extremely unlikely.
Genetic analysis of Sumatran rhino populations has identified three distinct genetic lineages. The channel between Sumatra and Malaysia was not as significant a barrier for the rhinos as the Barisan Mountains along the length of Sumatra, for rhinos in eastern Sumatra and Peninsular Malaysia are more closely related than the rhinos on the other side of the mountains in western Sumatra. In fact, the eastern Sumatra and Malaysia rhinos show so little genetic variance, the populations were likely not separate during the Pleistocene, when sea levels were much lower and Sumatra formed part of the mainland. Both populations of Sumatra and Malaysia, however, are close enough genetically that interbreeding would not be problematic. The rhinos of Borneo are sufficiently distinct that conservation geneticists have advised against crossing their lineages with the other populations. Conservation geneticists have recently begun to study the diversity of the gene pool within these populations by identifying microsatellite loci. The results of initial testing found levels of variability within Sumatran rhino populations comparable to those in the population of the less endangered African rhinos, but the genetic diversity of Sumatran rhinos is an area of continuing study.
Although the rhino had been thought to be extinct in Kalimantan since the 1990s, in March 2013 World Wildlife Fund (WWF) announced that the team when monitoring orangutan activity found in West Kutai Regency, East Kalimantan, several fresh rhino foot trails, mud holes, traces of rhino-rubbed trees, traces of rhino horns on the walls of mud holes, and rhino bites on small branches. The team also identified that rhinos ate more than 30 species of plants. On 2 October 2013, video images made with camera traps showing the Sumatran rhino in Kutai Barat, Kalimantan, were released by the World Wildlife Fund. Experts assume the videos show two different animals, but aren't quite certain. According to the Indonesia's Minister of Forestry, Zulkifli Hasan called the video evidence "very important" and mentioned Indonesia's "target of rhino population growth by three percent per year". On 22 March 2016 it was announced by the WWF that a live Sumatran rhino was found in Kalimantan; it was the first contact in over 40 years. The rhino, a female, was captured and transported to a nearby sanctuary to ensure her survival.
Iman, the last known Sumatran rhino in Malaysia, died in November 2019; stem cell technology is being used in an attempt to revitalize the rhino's population and reverse extinction in the country.
## Behavior and ecology
Sumatran rhinos are solitary creatures except for pairing before mating and during offspring rearing. Individuals have home ranges; bulls have territories as large as 50 km<sup>2</sup> (19 sq mi), whereas cows' ranges are 10–15 km<sup>2</sup> (3.9–5.8 sq mi). The ranges of cows appear to be spaced apart; bulls' ranges often overlap. No evidence indicates Sumatran rhinos defend their territories through fighting. Marking their territories is done by scraping soil with their feet, bending saplings into distinctive patterns, and leaving excrement. The Sumatran rhino is usually most active when eating, at dawn, and just after dusk. During the day, they wallow in mud baths to cool down and rest. In the rainy season, they move to higher elevations; in the cooler months, they return to lower areas in their range. When mud holes are unavailable, the rhino will deepen puddles with its feet and horns. The wallowing behaviour helps the rhino maintain its body temperature and protect its skin from ectoparasites and other insects. Captive specimens, deprived of adequate wallowing, have quickly developed broken and inflamed skins, suppurations, eye problems, inflamed nails, and hair loss, and have eventually died. One 20-month study of wallowing behavior found they will visit no more than three wallows at any given time. After two to 12 weeks using a particular wallow, the rhino will abandon it. Typically, the rhino will wallow around midday for two to three hours at a time before venturing out for food. Although in zoos the Sumatran rhino has been observed wallowing less than 45 minutes a day, the study of wild animals found 80–300 minutes (an average of 166 minutes) per day spent in wallows.
There has been little opportunity to study epidemiology in the Sumatran rhinoceros. Ticks and gyrostigma were reported to cause deaths in captive animals in the 19th century. The rhino is also known to be vulnerable to the blood disease surra, which can be spread by horse-flies carrying parasitic trypanosomes; in 2004, all five rhinos at the Sumatran Rhinoceros Conservation Center died over an 18-day period after becoming infected by the disease. The Sumatran rhino has no known predators other than humans. Tigers and wild dogs may be capable of killing a calf, but calves stay close to their mothers, and the frequency of such killings is unknown. Although the rhino's range overlaps with elephants and tapirs, the species do not appear to compete for food or habitat. Asian elephants (Elephas maximus) and Sumatran rhinos are even known to share trails, and many smaller species such as deer, boars, and wild dogs will use the trails the rhinos and elephants create.
The Sumatran rhino maintains trails across its range. These trails fall into two types. Main trails will be used by generations of rhinos to travel between important areas in the rhino's range, such as between salt licks, or in corridors through inhospitable terrain that separates ranges. In feeding areas, the rhinos will make smaller trails, still covered by vegetation, to areas containing food the rhino eats. Sumatran rhino trails have been found that cross rivers deeper than 1.5 m (4.9 ft) and about 50 m (160 ft) across. The currents of these rivers are known to be strong, but the rhino is a strong swimmer. A relative absence of wallows near rivers in the range of the Sumatran rhinoceros indicates they may occasionally bathe in rivers in lieu of wallowing.
### Diet
Most feeding occurs just before nightfall and in the morning. The Sumatran rhino is a folivore, with a diet of young saplings, leaves, twigs, and shoots. The rhinos usually consume up to 50 kg (110 lb) of food a day. Primarily by measuring dung samples, researchers have identified more than 100 food species consumed by the Sumatran rhinoceros. The largest portion of the diet is tree saplings with a trunk diameter of 1–6 cm (0.39–2.36 in). The rhinoceros typically pushes these saplings over with its body, walking over the sapling without stepping on it, to eat the leaves. Many of the plant species the rhino consumes exist in only small portions, which indicates the rhino is frequently changing its diet and feeding in different locations. Among the most common plants the rhino eats are many species from the Euphorbiaceae, Rubiaceae, and Melastomataceae families. The most common species the rhino consumes is Eugenia.
The vegetal diet of the Sumatran rhinoceros is high in fiber and only moderate in protein. Salt licks are very important to the nutrition of the rhino. These licks can be small hot springs, seepages of salty water, or mud-volcanoes. The salt licks also serve an important social purpose for the rhinos—bulls visit the licks to pick up the scent of cows in oestrus. Some Sumatran rhinos, however, live in areas where salt licks are not readily available, or the rhinos have not been observed using the licks. These rhinos may get their necessary mineral requirements by consuming plants rich in minerals.
### Communication
The Sumatran rhinoceros is the most vocal of the rhinoceros species. Observations of the species in zoos show the animal almost constantly vocalizing, and it is known to do so in the wild, as well. The rhino makes three distinct noises: eeps, whales, and whistle-blows. The eep, a short, one-second-long yelp, is the most common sound. The whale, named for its similarity to vocalizations of the humpback whale, is the most song-like vocalization and the second-most common. The whale varies in pitch and lasts from four to seven seconds. The whistle-blow is named because it consists of a two-second-long whistling noise and a burst of air in immediate succession. The whistle-blow is the loudest of the vocalizations, loud enough to make the iron bars in the zoo enclosure where the rhinos were studied vibrate. The purpose of the vocalizations is unknown, though they are theorized to convey danger, sexual readiness, and location, as do other ungulate vocalizations. The whistle-blow could be heard at a great distance, even in the dense brush in which the Sumatran rhino lives. A vocalization of similar volume from elephants has been shown to carry 9.8 km (6.1 mi) and the whistle-blow may carry as far. The Sumatran rhinoceros will sometimes twist the saplings they do not eat. This twisting behavior is believed to be used as a form of communication, frequently indicating a junction in a trail.
### Reproduction
Cows become sexually mature at the age of six to seven years, while bulls become sexually mature at about 10 years old. The gestation period is around 15–16 months. The calf, which typically weighs 40–60 kg (88–132 lb), is weaned after about 15 months and stays with its mother for the first two to three years of its life. In the wild, the birth interval for this species is estimated to be four to five years; its natural offspring-rearing behavior is unstudied.
The reproductive habits of the Sumatran rhinoceros have been studied in captivity. Sex relationships begin with a courtship period characterized by increased vocalization, tail raising, urination, and increased physical contact, with both bull and cow using their snouts to bump the other in the head and genitals. The pattern of courtship is most similar to that of the black rhinoceros. Young Sumatran rhino bulls are often too aggressive with cows, sometimes injuring and even killing them during the courtship. In the wild, the cow could run away from an overly aggressive bull, but in their smaller captive enclosures, they cannot; this inability to escape aggressive bulls may partly contribute to the low success rate of captive-breeding programs.
The period of oestrus itself, when the cow is receptive to the bull, lasts about 24 hours, and observations have placed its recurrence between 21 and 25 days. Sumatran rhinos in the Cincinnati Zoo have been observed copulating for 30–50 minutes, similar in length to other rhinos; observations at the Sumatran Rhinoceros Conservation Centre in Malaysia have shown a briefer copulation cycle. As the Cincinnati Zoo has had successful pregnancies, and other rhinos also have lengthy copulatory periods, a lengthy rut may be the natural behavior. Though researchers observed successful conceptions, all these pregnancies ended in failure for a variety of reasons until the first successful captive birth in 2001; studies of these failures at the Cincinnati Zoo discovered the Sumatran rhino's ovulation is induced by mating and it had unpredictable progesterone levels. Breeding success was finally achieved in 2001, 2004, and 2007 by providing a pregnant rhino with supplementary progestin. In 2016, a calf was born in captivity in western Indonesia, only the fifth such birth in a breeding facility. In March 2022, another female calf was born in SRS Way Kambas, Lampung.
## Conservation
### In the wild
Sumatran rhinos were once quite numerous throughout Southeast Asia. Fewer than 100 individuals are now estimated to remain. The species is classed as critically endangered (primarily due to illegal poaching) while the last survey in 2008 estimated that around 250 individuals survived. From the early 1990s, the population decline was estimated at more than 50% per decade, and the small, scattered populations now face high risks of inbreeding depression. Most remaining habitat is in relatively inaccessible mountainous areas of Indonesia.
Poaching of Sumatran rhinos is a cause for concern, due to the high market price of its horns. This species has been overhunted for many centuries, leading to the current greatly reduced and still declining population. The rhinos are difficult to observe and hunt directly (one field researcher spent seven weeks in a treehide near a salt lick without ever observing a rhino directly), so poachers make use of spear traps and pit traps. In the 1970s, uses of the rhinoceros's body parts among the local people of Sumatra were documented, such as the use of rhino horns in amulets and a folk belief that the horns offer some protection against poison. Dried rhinoceros meat was used as medicine for diarrhea, leprosy, and tuberculosis. "Rhino oil", a concoction made from leaving a rhino's skull in coconut oil for several weeks, may be used to treat skin diseases. The extent of use and belief in these practices is not known. Rhinoceros horn was once believed to be widely used as an aphrodisiac; in fact traditional Chinese medicine never used it for this purpose. Nevertheless, hunting in this species has primarily been driven by a demand for rhino horns with unproven medicinal properties.
The rainforests of Indonesia and Malaysia, which the Sumatran rhino inhabits, are also targets for legal and illegal logging because of the desirability of their hardwoods. Rare woods such as merbau, meranti and semaram are valuable on the international markets, fetching as much as \$1,800 per m<sup>3</sup> (\$1,375 per cu yd). Enforcement of illegal-logging laws is difficult because humans live within or near many of the same forests as the rhino. The 2004 Indian Ocean earthquake has been used to justify new logging. Although the hardwoods in the rainforests of the Sumatran rhino are destined for international markets and not widely used in domestic construction, the number of logging permits for these woods has increased dramatically because of the tsunami. However, while this species has been suggested to be highly sensitive to habitat disturbance, apparently it is of little importance compared to hunting, as it can withstand more or less any forest condition. Nevertheless, the main cause of drastic reduction of the species is likely caused by the Allee effect.
The Bornean rhino in Sabah was confirmed to be extinct in the wild in April 2015, with only 3 individuals left in captivity. The mainland Sumatran rhino in Malaysia was confirmed to be extinct in the wild in August 2015. In March 2016 there was a rare sighting of a Sumatran rhino in Kalimantan, the Indonesian part of Borneo. The last time there was a Sumatran rhino in the Kalimantan area was approximately 40 years ago. This optimism was met with despair as the same rhino was found dead several weeks after the sighting. The cause of death is unknown.
### In captivity
Sumatran rhinos do not thrive outside of their ecosystem. London Zoo acquired a bull and cow in 1872 that had been captured in Chittagong in 1868. The female named "Begum" survived until 1900, the record lifetime for a captive rhino. Begum was one of at least seven specimens of the extinct subspecies D. s. lasiotis that were held in zoos and circuses. In 1972, Subur, the only Sumatran rhino remaining in captivity, died at the Copenhagen Zoo.
Despite the species' persistent lack of reproductive success, in the early 1980s, some conservation organizations began a captive-breeding program for the Sumatran rhinoceros. Between 1984 and 1996, this ex situ conservation program transported 40 Sumatran rhinos from their native habitats to zoos and reserves across the world. While hopes were initially high, and much research was conducted on the captive specimens, by the late 1990s, not a single rhino had been born in the program, and most of its proponents agreed the program had been a failure. In 1997, the IUCN's Asian rhino specialist group, which once endorsed the program, declared it had failed "even maintaining the species within acceptable limits of mortality", noting that, in addition to the lack of births, 20 of the captured rhinos had died. In 2004, a surra outbreak at the Sumatran Rhinoceros Conservation Centre killed all the captive rhinos in Peninsular Malaysia, reducing the population of captive rhinos to eight.
Seven of these captive rhinos were sent to the United States, and three to Port Lympne Zoo in the United Kingdom (the other was kept in Southeast Asia), but by 1997, their numbers had dwindled to three: a cow in the Los Angeles Zoo, a bull in the Cincinnati Zoo, and a cow in the Bronx Zoo. In a final effort, the three rhinos were united in Cincinnati. After years of failed attempts, the cow from Los Angeles, Emi, became pregnant for the sixth time, with the zoo's bull Ipuh. All five of her previous pregnancies ended in failure. Reproductive physiologist at the Cincinnati Zoo, Terri Roth, had learned from previous failures, though, and with the aid of special hormone treatments, Emi gave birth to a healthy male calf named Andalas (an Indonesian literary word for Sumatra) in September 2001. Andalas's birth was the first successful captive birth of a Sumatran rhino in 112 years. A female calf, named "Suci" (Indonesian for "pure"), followed on 30 July 2004. On 29 April 2007, Emi gave birth a third time, to her second male calf, named Harapan (Indonesian for "hope") or Harry. In 2007, Andalas, who had been living at the Los Angeles Zoo, was returned to Sumatra to take part in breeding programs with healthy females, leading to the siring and 23 June 2012 birth of male calf Andatu, the fourth captive-born calf of the era; Andalas had been mated with Ratu, a wild-born cow living in the Rhino Sanctuary at Way Kambas National Park.
Despite the recent successes in Cincinnati, the captive-breeding program has remained controversial. Proponents argue that the zoos have not only aided the conservation effort by studying the reproductive habits, raising public awareness and education about the rhinos, helping raise financial resources for conservation efforts in Sumatra but, moreover, to have established a small captive breeding group. Opponents of the captive breeding program argue that the losses are too great; the program is too expensive; removing rhinos from their habitat, even temporarily, alters their ecological role; and captive populations cannot match the rate of recovery seen in well-protected native habitats. In October 2015, Harapan, the last rhino in the Western Hemisphere, left the Cincinnati Zoo to Indonesia.
In August 2016, there were only three Sumatran rhinos left in Malaysia, all in captivity in the eastern state of Sabah: A bull named Tam and two cows named Puntung and Iman. In June 2017, Puntung was put down due to skin cancer. Tam died on 27 May 2019 and Iman died of cancer on 23 November 2019 at the Borneo Rhino Sanctuary. The species became extinct in Malaysia, its native land in 2019.
In Indonesia, meanwhile, a seventh rhino increased the group at the Sumatran Rhino Sanctuary, in Way Kambas NP. A female was born on 12 May 2016. Another female, daughter of Andatu and Rosa, was born on 24 March 2022.
## Cultural depictions
Aside from those few individuals kept in zoos and pictured in books, the Sumatran rhinoceros has remained little known, overshadowed by the more common Indian, black and white rhinos. Recently, however, video footage of the Sumatran rhinoceros in its native habitat and in breeding centers has been featured in several nature documentaries. Extensive footage can be found in an Asia Geographic documentary The Littlest Rhino. Natural History New Zealand showed footage of a Sumatran rhino, shot by freelance Indonesian-based cameraman Alain Compost, in the 2001 documentary The Forgotten Rhino, which featured mainly Javan and Indian rhinos.
Though they were documented by droppings and tracks, pictures of the Bornean rhinoceros were first taken and widely distributed by modern conservationists in April 2006, when camera traps photographed a healthy adult in the jungles of Sabah in Malaysian Borneo. On 24 April 2007, it was announced that cameras had captured the first-ever video footage of a wild Bornean rhino. The night-time footage showed the rhino eating, peering through jungle foliage, and sniffing the film equipment. The World Wildlife Fund, which took the video, has used it in efforts to convince local governments to turn the area into a rhino conservation zone. Monitoring has continued; 50 new cameras have been set up, and in February 2010, what appeared to be a pregnant rhino was filmed.
A number of folk tales about the Sumatran rhino were collected by colonial naturalists and hunters from the mid-19th century to the early 20th century. In Burma, the belief was once widespread that the Sumatran rhino ate fire. Tales described the fire-eating rhino following smoke to its source, especially campfires, and then attacking the camp. There was also a Burmese belief that the best time to hunt was every July, when the Sumatran rhinos would congregate beneath the full moon. In Malaya, it was said that the Sumatran rhino's horns was hollow and could be used as a sort of hose for breathing air and squirting water. In Malaya and Sumatra, it was once believed that the rhino shed its horns every year and buried them under the ground. In Borneo, the rhino was said to have a strange carnivorous practice: after defecating in a stream, it would turn around and eat fish that had been stupefied by the excrement. |
45,474 | Grand Teton National Park | 1,169,693,578 | United States National Park in northwestern Wyoming | [
"1929 establishments in Wyoming",
"Grand Teton National Park",
"Greater Yellowstone Ecosystem",
"History of the Rocky Mountains",
"National parks in Wyoming",
"National parks of the Rocky Mountains",
"Protected areas established in 1929",
"Rockefeller family",
"Teton County, Wyoming",
"Tourist attractions in Teton County, Wyoming"
]
| Grand Teton National Park is an American national park in northwestern Wyoming. At approximately 310,000 acres (1,300 km<sup>2</sup>), the park includes the major peaks of the 40-mile-long (64 km) Teton Range as well as most of the northern sections of the valley known as Jackson Hole. Grand Teton National Park is only 10 miles (16 km) south of Yellowstone National Park, to which it is connected by the National Park Service–managed John D. Rockefeller Jr. Memorial Parkway. Along with surrounding national forests, these three protected areas constitute the almost 18-million-acre (73,000-square-kilometer) Greater Yellowstone Ecosystem, one of the world's largest intact mid-latitude temperate ecosystems.
The human history of the Grand Teton region dates back at least 11,000 years when the first nomadic hunter-gatherer Paleo-Indians began migrating into the region during warmer months to pursue food and supplies. In the early 19th century, the first explorers encountered the eastern Shoshone natives. Between 1810 and 1840, the region attracted fur trading companies that vied for control of the lucrative beaver pelt trade. U.S. government expeditions to the region commenced in the mid-19th century as an offshoot of exploration in Yellowstone, with the first permanent white settlers in Jackson Hole arriving in the 1880s.
Efforts to preserve the region as a national park began in the late 19th century, and in 1929 Grand Teton National Park was established, protecting the Teton Range's major peaks. The valley of Jackson Hole remained in private ownership until the 1930s when conservationists led by John D. Rockefeller Jr. began purchasing land in Jackson Hole to be added to the existing national park. Against public opinion and with repeated Congressional efforts to repeal the measures, much of Jackson Hole was set aside for protection as Jackson Hole National Monument in 1943. The monument was abolished in 1950 and most of the monument land was added to Grand Teton National Park.
Grand Teton National Park is named for Grand Teton, the tallest mountain in the Teton Range. The naming of the mountains is attributed to early 19th-century French-speaking trappers—les trois tétons (the three teats) was later anglicized and shortened to Tetons. At 13,775 feet (4,199 m), Grand Teton abruptly rises more than 7,000 feet (2,100 m) above Jackson Hole, almost 850 feet (260 m) higher than Mount Owen, the second-highest summit in the range. The park has numerous lakes, including 15-mile-long (24 km) Jackson Lake as well as streams of varying length and the upper main stem of the Snake River. Though in a state of recession, a dozen small glaciers persist at the higher elevations near the highest peaks in the range. Some of the rocks in the park are the oldest found in any American national park and have been dated at nearly 2.7 billion years.
Grand Teton National Park is an almost pristine ecosystem and the same species of flora and fauna that have existed since prehistoric times can still be found there. More than 1,000 species of vascular plants, dozens of species of mammals, 300 species of birds, more than a dozen fish species, and a few species of reptiles and amphibians inhabit the park. Due to various changes in the ecosystem, some of them human-induced, efforts have been made to provide enhanced protection to some species of native fish and the increasingly threatened whitebark pine.
Grand Teton National Park is a popular destination for mountaineering, hiking, fishing, and other forms of recreation. There are more than 1,000 drive-in campsites and over 200 miles (320 km) of hiking trails that provide access to backcountry camping areas. Noted for world-renowned trout fishing, the park is one of the few places to catch Snake River fine-spotted cutthroat trout. Grand Teton has several National Park Service–run visitor centers and privately operated concessions for motels, lodges, gas stations, and marinas.
## Human history
### Paleo-Indians and Native Americans
Paleo-Indian presence in what is now Grand Teton National Park dates back more than 11,000 years. Jackson Hole valley climate at that time was colder and more alpine than the semi-arid climate found today, and the first humans were migratory hunter-gatherers spending summer months in Jackson Hole and wintering in the valleys west of the Teton Range. Along the shores of Jackson Lake, fire pits, tools, and what are thought to have been fishing weights have been discovered. One of the tools found is of a type associated with the Clovis culture, and tools from this cultural period date back at least 11,500 years. Some of the tools are made of obsidian which chemical analysis indicates came from sources near present-day Teton Pass, south of Grand Teton National Park. Though obsidian was also available north of Jackson Hole, virtually all the obsidian spear points found are from a source to the south, indicating that the main seasonal migratory route for the Paleo-Indian was from this direction. Elk, which winter on the National Elk Refuge at the southern end of Jackson Hole and northwest into higher altitudes during spring and summer, follow a similar migratory pattern to this day. From 11,000 to about 500 years ago, there is little evidence of change in the migratory patterns amongst the Native American groups in the region and no evidence that indicates any permanent human settlement.
When white American colonists first entered the region in the first decade of the 19th century, they encountered the eastern tribes of the Shoshone people. Most of the Shoshone that lived in the mountain vastness of the greater Yellowstone region continued to be pedestrian while other groups of Shoshone that resided in lower elevations had limited use of horses. The mountain-dwelling Shoshone were known as "Sheep-eaters" or "Tukudika" as they referred to themselves, since a staple of their diet was the Bighorn Sheep. The Shoshones continued to follow the same migratory pattern as their predecessors and have been documented as having a close spiritual relationship with the Teton Range. Several stone enclosures on some of the peaks, including on the upper slopes of Grand Teton (known simply as The Enclosure) are thought to have been used by Shoshone during vision quests. The Teton and Yellowstone region Shoshone relocated to the Wind River Indian Reservation after it was established in 1868. The reservation is situated 100 mi (160 km) southeast of Jackson Hole on land that was selected by Chief Washakie.
### Fur trade exploration
The Lewis and Clark Expedition (1804–1806) passed well north of the Grand Teton region. During their return trip from the Pacific Ocean, expedition member John Colter was given an early discharge so he could join two fur trappers who were heading west in search of beaver pelts. Colter was later hired by Manuel Lisa to lead fur trappers and explore the region around the Yellowstone River. During the winter of 1807/08, Colter passed through Jackson Hole and was the first Caucasian to see the Teton Range. Lewis and Clark expedition co-leader William Clark produced a map based on the previous expedition and included the explorations of John Colter in 1807, apparently based on discussions between Clark and Colter when the two met in St. Louis, Missouri in 1810. Another map attributed to William Clark indicates John Colter entered Jackson Hole from the northeast, crossing the Continental Divide at either Togwotee Pass or Union Pass and left the region after crossing Teton Pass, following the well established Native American trails. In 1931, the Colter Stone, a rock carved in the shape of a head with the inscription "John Colter" on one side and the year "1808" on the other, was discovered in a field in Tetonia, Idaho, which is west of Teton Pass. The Colter Stone has not been authenticated to have been created by John Colter and may have been the work of later expeditions to the region.
John Colter is widely considered the first mountain man and, like those that came to the Jackson Hole region over the next 30 years, he was there primarily for the profitable fur trapping; the region was rich with the highly sought after pelts of beaver and other fur-bearing animals. Between 1810 and 1812, the Astorians traveled through Jackson Hole and crossed Teton Pass as they headed east in 1812. After 1810, American and British fur trading companies were in competition for control of the North American fur trade, and American sovereignty over the region was not secured until the signing of the Oregon Treaty in 1846. One party employed by the British North West Company and led by explorer Donald Mackenzie entered Jackson Hole from the west in 1818 or 1819. The Tetons, as well as the valley west of the Teton Range known today as Pierre's Hole, may have been named by French-speaking Iroquois or French Canadian trappers that were part of Mackenzie's party. Earlier parties had referred to the most prominent peaks of the Teton Range as the Pilot Knobs. The French trappers' les trois tétons (the three breasts) was later shortened to the Tetons.
Formed in the mid-1820s, the Rocky Mountain Fur Company partnership included Jedediah Smith, William Sublette, and David Edward Jackson or "Davey Jackson". Jackson oversaw the trapping operations in the Teton region between 1826 and 1830. Sublette named the valley east of the Teton Range "Jackson's Hole" (later simply Jackson Hole) for Davey Jackson. As the demand for beaver fur declined and the various regions of the American West became depleted of beaver due to over trapping, American fur trading companies folded; however, individual mountain men continued to trap beaver in the region until about 1840. From the mid-1840s until 1860, Jackson Hole and the Teton Range were generally devoid of all but the small populations of Native American tribes that had already been there. Most overland human migration routes such as the Oregon and Mormon Trails crossed over South Pass, well to the south of the Teton Range, and Caucasian influence in the Teton region was minimal until the U.S. Government commenced organized explorations.
### Organized exploration and settlement
The first U.S. Government-sponsored expedition to enter Jackson Hole was the 1859–60 Raynolds Expedition. Led by U.S. Army Captain William F. Raynolds and guided by mountain man Jim Bridger, it included naturalist F. V. Hayden, who later led other expeditions to the region. The expedition had been charged with exploring the Yellowstone region, but encountered difficulties crossing mountain passes due to snow. Bridger ended up guiding the expedition south over Union Pass then following the Gros Ventre River drainage to the Snake River and leaving the region over Teton Pass. Organized exploration of the region was halted during the American Civil War but resumed when F. V. Hayden led the well-funded Hayden Geological Survey of 1871. In 1872, Hayden oversaw explorations in Yellowstone, while a branch of his expedition known as the Snake River Division was led by James Stevenson and explored the Teton region. Along with Stevenson was photographer William Henry Jackson who took the first photographs of the Teton Range. The Hayden Geological Survey named many of the mountains and lakes in the region. The explorations by early mountain men and subsequent expeditions failed to identify any sources of economically viable mineral wealth. Nevertheless, small groups of prospectors set up claims and mining operations on several of the creeks and rivers. By 1900 all organized efforts to retrieve minerals had been abandoned. Though the Teton Range was never permanently inhabited, pioneers began settling in the Jackson Hole valley to the east of the range in 1884. These earliest homesteaders were mostly single men who endured long winters, short growing seasons and rocky soils that were hard to cultivate. The region was most suited for the cultivation of hay and cattle ranching. By 1890, Jackson Hole had an estimated permanent population of 60. Menor's Ferry was built in 1892 near present-day Moose, Wyoming to provide access for wagons to the west side of the Snake River. Ranching increased significantly from 1900 to 1920, but a series of agricultural related economic downturns in the early 1920s left many ranchers destitute. Beginning in the 1920s, the automobile provided faster and easier access to areas of natural beauty and old military roads into Jackson Hole over Teton and Togwotee Passes were improved to accommodate the increased vehicle traffic. In response to the increased tourism, dude ranches were established, some new and some from existing cattle ranches, so urbanized travelers could experience the life of a cattleman.
### Establishment of the park
To the north of Jackson Hole, Yellowstone National Park had been established in 1872, and by the close of the 19th century, conservationists wanted to expand the boundaries of that park to include at least the Teton Range. By 1907, in an effort to regulate water flow for irrigation purposes, the United States Bureau of Reclamation had constructed a log crib dam at the Snake River outlet of Jackson Lake. This dam failed in 1910 and a new concrete Jackson Lake Dam replaced it by 1911. The dam was further enlarged in 1916, raising lake waters 39 ft (12 m) as part of the Minidoka Project, designed to provide irrigation for agriculture in the state of Idaho. Further dam construction plans for other lakes in the Teton Range alarmed Yellowstone National Park superintendent Horace Albright, who sought to block such efforts. Jackson Hole residents were opposed to an expansion of Yellowstone, but were more in favor of the establishment of a separate national park which would include the Teton Range and six lakes at the base of the mountains. After congressional approval, President Calvin Coolidge signed the executive order establishing the 96,000-acre (39,000 ha) Grand Teton National Park on February 26, 1929.
The valley of Jackson Hole remained primarily in private ownership when John D. Rockefeller Jr. and his wife visited the region in the late 1920s. Horace Albright and Rockefeller discussed ways to preserve Jackson Hole from commercial exploitation, and in consequence, Rockefeller started buying Jackson Hole properties through the Snake River Land Company to later turn them over to the National Park Service. In 1930, this plan was revealed to the residents of the region and was met with strong disapproval. Congressional efforts to prevent the expansion of Grand Teton National Park ended up putting the Snake River Land Company's holdings in limbo. By 1942 Rockefeller had become increasingly impatient that his purchased property might never be added to the park, and wrote to the Secretary of the Interior Harold L. Ickes that he was considering selling the land to another party. Secretary Ickes recommended to President Franklin Roosevelt that the Antiquities Act, which permitted presidents to set aside land for protection without the approval of Congress, be used to establish a national monument in Jackson Hole. Roosevelt created the 221,000-acre (89,000 ha) Jackson Hole National Monument in 1943, using the land donated from the Snake River Land Company and adding additional property from Teton National Forest. The monument and park were adjacent to each other and both were administered by the National Park Service, but the monument designation ensured no funding allotment, nor provided a level of resource protection equal to the park. Members of Congress repeatedly attempted to have the new national monument abolished.
After the end of World War II, national public sentiment was in favor of adding the monument to the park, and though there was still much local opposition, the monument and park were combined in 1950. In recognition of John D. Rockefeller Jr.'s efforts to establish and then expand Grand Teton National Park, a 24,000-acre (9,700 ha) parcel of land between Grand Teton and Yellowstone National Parks was added to the National Park Service in 1972. This land and the road from the southern boundary of the park to West Thumb in Yellowstone National Park was named the John D. Rockefeller Jr. Memorial Parkway. The Rockefeller family owned the JY Ranch, which bordered Grand Teton National Park to the southwest. In November 2007, the Rockefeller family transferred ownership of the ranch to the park for the establishment of the Laurance S. Rockefeller Preserve, which was dedicated on June 21, 2008.
### History of mountaineering
During the last 25 years of the 19th century, the mountains of the Teton Range became a focal point for explorers wanting to claim the first ascents of the peaks. However, white explorers may not have been the first to climb many of the peaks and the earliest first ascent of even the formidable Grand Teton itself might have been achieved long before written history documented it. Native American relics remain including The Enclosure, a human-made structure that is located about 530 ft (160 m) below the summit of Grand Teton at a point near the Upper Saddle (13,160 ft (4,010 m)). Nathaniel P. Langford and James Stevenson, both members of the Hayden Geological Survey of 1872, found The Enclosure during their early attempt to summit Grand Teton. Langford claimed that he and Stevenson climbed Grand Teton, but were vague as to whether they had made it to the summit. Their reported obstacles and sightings were never corroborated by later parties. Langford and Stevenson likely did not get much further than The Enclosure. The first ascent of Grand Teton that is substantiated was made by William O. Owen, Frank Petersen, John Shive and Franklin Spencer Spalding on August 11, 1898. Owen had made two previous attempts on the peak and after publishing several accounts of this first ascent, discredited any claim that Langford and Stevenson had ever reached beyond The Enclosure in 1872. The disagreement over which party first reached the top of Grand Teton may be the greatest controversy in the history of American mountaineering. After 1898 no other ascents of Grand Teton were recorded until 1923.
By the mid-1930s, more than a dozen different climbing routes had been established on Grand Teton including the northeast ridge in 1931 by Glenn Exum. Glenn Exum teamed up with another noted climber named Paul Petzoldt to found the Exum Mountain Guides in 1931. Of the other major peaks on the Teton Range, all were climbed by the late 1930s including Mount Moran in 1922 and Mount Owen in 1930 by Fritiof Fryxell and others after numerous previous attempts had failed. Both Middle and South Teton were first climbed on the same day, August 29, 1923, by a group of climbers led by Albert R. Ellingwood. New routes on the peaks were explored as safety equipment and skills improved and eventually climbs rated at above 5.9 on the Yosemite Decimal System difficulty scale were established on Grand Teton. The classic climb following the route first pioneered by Owen, known as the Owen-Spalding route, is rated at 5.4 due to a combination of concerns beyond the gradient alone. Rock climbing and bouldering had become popular in the park by the mid 20th century. In the late 1950s, gymnast John Gill came to the park and started climbing large boulders near Jenny Lake. Gill approached climbing from a gymnastics perspective and while in the Tetons became the first known climber in history to use gymnastic chalk to improve handholds and to keep hands dry while climbing. During the latter decades of the 20th century, extremely difficult cliffs were explored including some in Death Canyon, and by the mid-1990s, 800 different climbing routes had been documented for the various peaks and canyon cliffs.
## Park management
Grand Teton National Park is one of the ten most visited national parks in the U.S., with an annual average of 2.75 million visitors in the period from 2007 to 2016, with 3.27 million visiting in 2016. The National Park Service is a federal agency of the United States Department of the Interior and manages both Grand Teton National Park and the John D. Rockefeller Jr. Memorial Parkway. Grand Teton National Park has an average of 100 permanent and 180 seasonal employees. The park also manages 27 concession contracts that provide services such as lodging, restaurants, mountaineering guides, dude ranching, fishing and a boat shuttle on Jenny Lake. The National Park Service works closely with other federal agencies such as the U.S. Forest Service, the U.S. Fish and Wildlife Service, the Bureau of Reclamation, and also, in consequence of Jackson Hole Airport's presence in the park, the Federal Aviation Administration. Initial construction of the airstrip north of the town of Jackson was completed in the 1930s. When Jackson Hole National Monument was designated, the airport was inside it. After the monument and park were combined, the Jackson Hole Airport became the only commercial airport within an American national park. Jackson Hole Airport has some of the strictest noise abatement regulations of any airport in the U.S. The airport has night flight curfews and overflight restrictions, with pilots being expected to approach and depart the airport along the east, south or southwest flight corridors. As of 2010, 110 privately owned property inholdings, many belonging to the state of Wyoming, are located within Grand Teton National Park. Efforts to purchase or trade these inholdings for other federal lands are ongoing and through partnerships with other entities, 10 million dollars is hoped to be raised to acquire private inholdings by 2016.
In December 2016 the Antelope Flats Parcel consisting of 640 acres (260 ha) (owned by the State of Wyoming as part of state school trust lands) was purchased and transferred to Grand Teton National Park. The purchase price amounted to 46 million dollars (\$23 million allocated from the Land and Water Conservation Fund and the last \$23 million was raised in private funds from 5,421 donors). The proceeds of the sale will benefit Wyoming Public Schools. Grand Teton National Park is still in negotiations for the purchase of the Kelly Parcel which totals an additional 640 acres from Wyoming. Moulton Ranch Cabins, a one-acre (0.40 ha) inholding along the historic Mormon Row was sold to the Grand Teton National Park Foundation in 2018. In 2020 the National Park Service in partnership with the Conservation Fund acquired a 35-acre (14 ha) parcel located within Grand Teton National Park. This parcel is located near the Granite Canyon Entrance Station.
## Geography
Grand Teton National Park is located in the northwestern region of the U.S. state of Wyoming. To the north the park is bordered by the John D. Rockefeller Jr. Memorial Parkway, which is administered by Grand Teton National Park. The scenic highway with the same name passes from the southern boundary of Grand Teton National Park to West Thumb in Yellowstone National Park. Grand Teton National Park covers approximately 310,000 acres (130,000 ha), while the John D. Rockefeller Jr. Memorial Parkway includes 23,700 acres (9,600 ha). Most of the Jackson Hole valley and virtually all the major mountain peaks of the Teton Range are within the park. The Jedediah Smith Wilderness of Caribou-Targhee National Forest lies along the western boundary and includes the western slopes of the Teton Range. To the northeast and east lie the Teton Wilderness and Gros Ventre Wilderness of Bridger-Teton National Forest. The National Elk Refuge is to the southeast, and migrating herds of elk winter there. Privately owned land borders the park to the south and southwest. Grand Teton National Park, along with Yellowstone National Park, surrounding National Forests and related protected areas constitute the 18-million-acre (73,000-square-kilometer) Greater Yellowstone Ecosystem. The Greater Yellowstone Ecosystem spans portions of three states and is one of the largest intact mid-latitude ecosystems remaining on Earth. By road, Grand Teton National Park is 290 mi (470 km) from Salt Lake City, Utah and 550 mi (890 km) from Denver, Colorado.
### Teton Range
The youngest mountain range in the Rocky Mountains, the Teton Range began forming between 6 and 9 million years ago. It runs roughly north to south and rises from the floor of Jackson Hole without any foothills along a 40-mile-long (64 km) by 7 to 9 miles (11 to 14 km) wide active fault-block mountain front. The range tilts westward, rising abruptly above Jackson Hole valley which lies to the east but more gradually into Teton Valley to the west. A series of earthquakes along the Teton Fault slowly displaced the western side of the fault upward and the eastern side of the fault downward at an average of 1 foot (30 cm) of displacement every 300–400 years. Most of the displacement of the fault occurred in the last 2 million years. While the fault has experienced up to 7.5-earthquake magnitude events since it formed, it has been relatively quiescent during historical periods, with only a few 5.0-magnitude or greater earthquakes known to have occurred since 1850.
In addition to 13,775-foot-high (4,199 m) Grand Teton, another nine peaks are over 12,000 ft (3,700 m) above sea level. Eight of these peaks between Avalanche and Cascade Canyons make up the often-photographed Cathedral Group. The most prominent peak north of Cascade Canyon is the monolithic Mount Moran (12,605 ft (3,842 m)) which rises 5,728 ft (1,746 m) above Jackson Lake. To the north of Mount Moran, the range eventually merges into the high altitude Yellowstone Plateau. South of the central Cathedral Group the Teton Range tapers off near Teton Pass and blends into the Snake River Range.
West to east trending canyons provides easier access by foot into the heart of the range as no vehicular roads traverse the range except at Teton Pass, which is south of the park. Carved by a combination of glacier activity as well as numerous streams, the canyons are at their lowest point along the eastern margin of the range at Jackson Hole. Flowing from higher to lower elevations, the glaciers created more than a dozen U-shaped valleys throughout the range. Cascade Canyon is sandwiched between Mount Owen and Teewinot Mountain to the south and Symmetry Spire to the north and is situated immediately west of Jenny Lake. North to south, Webb, Moran, Paintbrush, Cascade, Death and Granite Canyons slice through Teton Range.
### Jackson Hole
Jackson Hole is a 55-mile-long (89 km) by 6 to 13 miles (9.7 to 20.9 km) wide graben valley with an average elevation of 6,800 ft (2,100 m), its lowest point is near the southern park boundary at 6,350 ft (1,940 m). The valley sits east of the Teton Range and is vertically displaced downward 30,000 ft (9,100 m), making the Teton Fault and its parallel twin on the east side of the valley normal faults with the Jackson Hole block being the hanging wall and the Teton Mountain block being the footwall. Grand Teton National Park contains the major part of both blocks. Erosion of the range provided sediment in the valley so the topographic relief is only 7,700 ft (2,300 m). Jackson Hole is comparatively flat, with only a modest increase in altitude south to north; however, a few isolated buttes such as Blacktail Butte and hills including Signal Mountain dot the valley floor. In addition to a few outcroppings, the Snake River has eroded terraces into Jackson Hole. Southeast of Jackson Lake, glacial depressions known as kettles are numerous. The kettles were formed when ice situated under gravel outwash from ice sheets melted as the glaciers retreated.
### Lakes and rivers
Most of the lakes in the park were formed by glaciers and the largest of these lakes are located at the base of the Teton Range. In the northern section of the park lies Jackson Lake, the largest lake in the park at 15 mi (24 km) in length, 5 mi (8.0 km) wide and 438 ft (134 m) deep. Though Jackson Lake is natural, the Jackson Lake Dam was constructed at its outlet before the creation of the park, and the lake level was raised almost 40 ft (12 m) consequently. East of the Jackson Lake Lodge lies Emma Matilda and Two Ocean Lakes. South of Jackson Lake, Leigh, Jenny, Bradley, Taggart and Phelps Lakes rest at the outlets of the canyons which lead into the Teton Range. Within the Teton Range, small alpine lakes in cirques are common, and there are more than 100 scattered throughout the high country. Lake Solitude, located at an elevation of 9,035 ft (2,754 m), is in a cirque at the head of the North Fork of Cascade Canyon. Other high-altitude lakes can be found at over 10,000 ft (3,000 m) in elevation and a few, such as Icefloe Lake, remain ice-clogged for much of the year. The park is not noted for large waterfalls; however, 100-foot-high (30 m) Hidden Falls just west of Jenny Lake is easy to reach after a short hike.
From its headwaters on Two Ocean Plateau in Yellowstone National Park, the Snake River flows north to south through the park, entering Jackson Lake near the boundary of Grand Teton National Park and John D. Rockefeller Jr. Memorial Parkway. The Snake River then flows through the spillways of the Jackson Lake Dam and from there southward through Jackson Hole, exiting the park just west of the Jackson Hole Airport. The largest lakes in the park all drain either directly or by tributary streams into the Snake River. Major tributaries which flow into the Snake River include Pacific Creek and Buffalo Fork near Moran and the Gros Ventre River at the southern border of the park. Through the comparatively level Jackson Hole valley, the Snake River descends an average of 19 feet per mile (3.6 m/km), while other streams descending from the mountains to the east and west have higher gradients due to increased slope. The Snake River creates braids and channels in sections where the gradients are lower and in steeper sections, erodes and undercuts the cobblestone terraces once deposited by glaciers.
### Glaciation
The major peaks of the Teton Range were carved into their current shapes by long-vanished glaciers. Commencing 250,000–150,000 years ago, the Tetons went through several periods of glaciation with some areas of Jackson Hole covered by glaciers 2,000 ft (610 m) thick. This heavy glaciation is unrelated to the uplift of the range itself and is instead part of a period of global cooling known as the Quaternary glaciation. Beginning with the Buffalo Glaciation and followed by the Bull Lake and then the Pinedale glaciation, which ended roughly 15,000 years ago, the landscape was greatly impacted by glacial activity. During the Pinedale glaciation, the landscape visible today was created as glaciers from the Yellowstone Plateau flowed south and formed Jackson Lake, while smaller glaciers descending from the Teton Range pushed rock moraines out from the canyons and left behind lakes near the base of the mountains. The peaks themselves were carved into horns and arêtes and the canyons were transformed from water-eroded V-shapes to glacier-carved U-shaped valleys. Approximately a dozen glaciers currently exist in the park, but they are not ancient as they were all reestablished sometime between 1400 and 1850 AD during the Little Ice Age. Of these more recent glaciers, the largest is Teton Glacier, which sits below the northeast face of Grand Teton. Teton Glacier is 3,500 ft (1,100 m) long and 1,100 ft (340 m) wide, and nearly surrounded by the tallest summits in the range. Teton Glacier is also the best-studied glacier in the range, and researchers concluded in 2005 that the glacier could disappear in 30 to 75 years. West of the Cathedral Group near Hurricane Pass, Schoolroom Glacier is tiny but has well-defined terminal and lateral moraines, a small proglacial lake, and other typical glacier features near each other.
## Geology
Grand Teton National Park has some of the most ancient rocks found in any American national park. The oldest rocks dated so far are 2,680 ± 12 million years old, though even older rocks are believed to exist in the park. Formed during the Archean Eon (4 to 2.5 billion years ago), these metamorphic rocks include gneiss, schist and amphibolites. Metamorphic rocks are the most common types found in the northern and southern sections of the Teton Range. 2,545 million years ago, the metamorphic rocks were intruded by igneous granitic rocks, which are now visible in the central Tetons including Grand Teton and the nearby peaks. The light-colored granites of the central Teton Range contrast with the darker metamorphic gneiss found on the flanks of Mount Moran to the north. Magma intrusions of diabase rocks 765 million years ago left dikes that can be seen on the east face of Mount Moran and Middle Teton. Granite and pegmatite intrusions also worked their way into fissures in the older gneiss. Precambrian rocks in Jackson Hole are buried deep under comparatively recent Tertiary volcanic and sedimentary deposits, as well as Pleistocene glacial deposits.
By the close of the Precambrian, the region was intermittently submerged under shallow seas, and for 500 million years various types of sedimentary rocks were formed. During the Paleozoic (542 to 251 million years ago) sandstone, shale, limestone and dolomite were deposited. Though most of these sedimentary rocks have since eroded away from the central Teton Range, they are still evident on the northern, southern and western flanks of the range. One notable exception is the sandstone Flathead Formation which continues to cap Mount Moran. Sedimentary layering of rocks in Alaska Basin, which is on the western border of Grand Teton National Park, chronicles a 120-million-year period of sedimentary deposition. Fossils found in the sedimentary rocks in the park include algae, brachiopods and trilobites. Sedimentary deposition continued during the Mesozoic (250–66 million years ago) and the coal seams found in the sedimentary rock strata indicate the region was densely forested during that era. Numerous coal seams of 5 to 10 ft (1.5 to 3.0 m) in thickness are interspersed with siltstone, claystone and other sedimentary rocks. During the late Cretaceous, a volcanic arc west of the region deposited fine-grained ash that later formed into bentonite, an important mineral resource.
From the end of the Mesozoic to the present, the region went through a series of uplifts and erosional sequences. Commencing 66 million years ago the Laramide orogeny was a period of mountain-building and erosion in western North America that created the ancestral Rocky Mountains. This cycle of uplift and erosion left behind one of the most complete non-marine Cenozoic rock sequences found in North America. Conglomerate rocks composed of quartzite and interspersed with mudstone and sandstones were deposited during erosion from a now vanished mountain range that existed to the northwest of the current Teton Range. These deposits also have trace quantities of gold and mercury. During the Eocene and Oligocene, volcanic eruptions from the ancestral Absaroka Range buried the region under various volcanic deposits. Sedimentary basins developed in the region due to drop faulting, creating an ancestral Jackson Hole and by the Pliocene (10 million years ago), an ancestral Jackson Lake known as Teewinot Lake. During the Quaternary, landslides, erosion and glacial activity deposited soils and rock debris throughout the Snake River valley of Jackson Hole and left behind terminal moraines which impound the current lakes. The most recent example of rapid alteration to the landscape occurred in 1925 just east of the park when the Gros Ventre landslide was triggered by spring melt from a heavy snowpack as well as heavy rain.
## Ecology
### Flora
Grand Teton National Park and the surrounding region host over 1,000 species of vascular plants. With an altitude range of over 7,000 ft (2,100 m), the park has a number of different ecological zones including alpine tundra, the Rocky Mountains subalpine zone where spruce-fir forests are dominant, and the valley floor, where a mixed conifer and deciduous forest zone occupies regions with better soils intermixed with sagebrush plains atop alluvial deposits. Additionally, wetlands near some lakes and in the valley floor adjacent to rivers and streams cover large expanses, especially along the Snake River near Oxbow Bend near Moran and Willow Flats near the Jackson Lake Lodge. Altitude, available soils, wildfire incidence, avalanches and human activities have a direct impact on the types of plant species in an immediate area. Where these various niches overlap is known as an ecotone.
The range of altitude in Grand Teton National Park impacts the types of plant species found at various elevations. In the alpine zone above the tree line, which in Grand Teton National Park is at approximately 10,000 ft (3,000 m), tundra conditions prevail. In this treeless region, hundreds of species of grass, wildflower, moss and lichen are found. In the subalpine region from the tree line to the base of the mountains, whitebark pine, limber pine, subalpine fir, and Engelmann spruce are dominant. In the valley floor, lodgepole pine is most common but Rocky Mountain Douglas-fir, and blue spruce inhabit drier areas, while aspen, cottonwood, alder, and willow are more commonly found around lakes, streams, and wetlands. However, the tablelands above the Snake River channel are mostly sagebrush plains and in terms of acreage are the most widespread habitat in the park. The sagebrush plains or flats have 100 species of grasses and wildflowers. Slightly more elevated sections of the plains of the northern sections of Jackson Hole form forest islands with one such obvious example being Timbered Island. In this ecotone, forested islands surrounded by sagebrush expanses provide shelter for various animal species during the day and nearby grasses for nighttime foraging.
While the flora of Grand Teton National Park is generally healthy, the whitebark pine, and to a lesser degree the lodgepole pine, are considered at risk. In the case of the whitebark pine, an invasive species of fungus known as white pine blister rust weakens the tree, making it more susceptible to destruction from endemic mountain pine beetles. Whitebark pines generally thrive at elevations above 8,000 ft (2,400 m) and produce large seeds that are high in fat content and an important food source for various species such as the grizzly bear, red squirrel and Clark's nutcracker. The species is considered to be a keystone and a foundation species; keystone in that its "ecological role (is) disproportionately large relative to its abundance" and foundation in that it has a paramount role that "defines ecosystem structure, function, and process". Whitebark pine has generally had a lower incidence of blister rust infection throughout the Greater Yellowstone Ecosystem than in other regions such as Glacier National Park and the Cascade Range. The incidence of blister rust on whitebark pines in Yellowstone National Park is slightly lower than in Grand Teton. Though blister rust is not in itself the cause of increased mortality, its weakening effect on trees allows native pine beetles to have more easily infest the trees, increasing mortality. While general practice in national parks is to allow nature to take its course, the alarming trend of increased disease and mortality of the vital whitebark pine trees has sparked a collaborative effort amongst various government entities to intervene to protect the species.
### Fauna
Sixty-one species of mammals have been recorded in Grand Teton National Park. This includes the gray wolf, which had been extirpated from the region by the early 1900s but migrated into the Grand Teton National Park from adjacent Yellowstone National Park after the species had been reintroduced there. The re-establishment of the wolves has ensured that every indigenous mammal species now exists in the park. In addition to gray wolves, another 17 species of carnivorans reside within Grand Teton National Park including grizzlies and the more commonly seen American black bear. Relatively common sightings of coyote, river otter, marten and badger and occasional sightings of cougar, lynx and wolverine are reported annually. A number of rodent species exist including yellow-bellied marmot, least chipmunk, muskrat, beaver, Uinta ground squirrel, pika, snowshoe hare, porcupine, and six species of bats.
Of the larger mammals, the most common are elk, which exist in the thousands. Their migration route between the National Elk Refuge and Yellowstone National Park is through Grand Teton National Park, so while easily seen anytime of the year, they are most numerous in the spring and fall. Other ungulates in the park include moose, bison, and pronghorn—the fastest land mammal in the western hemisphere. The park's moose tend to stay near waterways and wetlands. Between 100 and 125 bighorn sheep dwell in the alpine and rocky zones of the peaks.
Over 300 species of birds have been sighted in the park including the calliope hummingbird, the smallest bird species in mainland North America, as well as trumpeter swans, which is North America's largest waterfowl. In addition to trumpeter swans, another 30 species of waterfowl have been recorded including blue-winged teal, common merganser, American wigeon and the colorful but reclusive harlequin duck which is occasionally spotted in Cascade Canyon. Both bald and golden eagles and other birds of prey such as the osprey, red-tailed hawk, American kestrel and occasional sightings of peregrine falcon have been reported. Of the 14 species of owls reported, the most common is the great horned owl, though the boreal owl and great grey owl are also seen occasionally. A dozen species of woodpeckers have been reported, as have a similar number of species of warblers, plovers and gulls. The vocal and gregarious black-billed magpie frequents campgrounds while Steller's jay and Clark's nutcracker are found in the backcountry. The sage covered plains of Jackson Hole are favored areas for sage grouse, Brewer's sparrow and sage thrashers, while the wetlands are frequented by great blue heron, American white pelican, sandhill crane and on rare occasions its endangered relative, the whooping crane.
The Snake River fine-spotted cutthroat trout (or Snake River cutthroat trout) is the only native trout species in Grand Teton National Park. It is also the only subspecies of cutthroat trout that is exclusively native to large streams and rivers. Various researchers have not been able to identify any genetic differences between the Snake River fine-spotted cutthroat trout and the Yellowstone cutthroat trout, though in terms of appearances, the Snake River subspecies has much smaller spots that cover a greater portion of the body, and the two subspecies inhabit different ecological niches. The Snake River fine-spotted cutthroat trout was identified by some researchers as a separate subspecies by the mid-1990s, and is managed as a distinct subspecies by the state of Wyoming, but is not yet recognized as such by the neighboring states of Idaho and Montana. Snake River fine-spotted cutthroat trout is found only in the Snake River and tributaries below the Jackson Lake dam to the Palisades Reservoir in Idaho. Other non-native species of trout such as the rainbow trout and lake trout were introduced by the Wyoming Fish and Game Department or migrated out of Yellowstone. Today five trout species inhabit park waters. Native species of fish include the mountain whitefish, longnose dace, mountain sucker and non-native species include the Utah chub and Arctic grayling.
Only four species of reptiles are documented in the park: three species of snakes which are the wandering garter snake, the less commonly seen valley garter snake, and rubber boa, as well as one lizard species, the northern sagebrush lizard, that was first reported in 1992. None of the species are venomous. Six amphibian species have been documented including the Columbia spotted frog, boreal chorus frog, tiger salamander and the increasingly rare boreal toad and northern leopard frog. A sixth amphibian species, the bullfrog, was introduced. An estimated 10,000 insect species frequent the park; they pollinate plants, provide a food source for birds, fish, mammals, and other animals, and help in the decomposition of wood. In one example of the importance of insects to the ecosystem, swarms of Army cutworm moths die in huge numbers after mating and provide a high fat and protein diet for bears and other predators. One study concluded that when this moth species is most available, bears consume 40,000 moths per day which is roughly 20,000 kcal/day.
Grand Teton National Park permits the hunting of elk to keep the populations of that species regulated. This provision was included in the legislation that combined Jackson Hole National Monument and Grand Teton National Park in 1950. While some national parks in Alaska permit subsistence hunting by indigenous natives and a few other National Park Service managed areas allow hunting under highly regulated circumstances, hunting in American national parks is not generally allowed. In Grand Teton National Park, hunters are required to obtain Wyoming hunting licenses and be deputized as park rangers. Hunting is restricted to areas east of the Snake River, and north of Moran, the hunt is permitted only east of U.S. Route 89. Proponents of continuing the elk hunt, which occurs in the fall, argue that the elk herd would become overpopulated without it, leading to vegetation degradation from overgrazing elk herds. Opponents cite that there has been an increase of predators such as the wolf and grizzly bear in Grand Teton National Park, rendering the annual hunt unnecessary and exposing hunters to attacks by grizzly bears as they become accustomed to feeding on remains left behind from the hunt.
### Fire ecology
The role of wildfire is an important one for plant and animal species diversity. Many tree species have evolved to mainly germinate after a wildfire. Regions of the park that have experienced wildfire in historical times have greater species diversity after reestablishment than those regions that have not been influenced by fire. Though the Yellowstone fires of 1988 had minimal impact on Grand Teton National Park, studies conducted before and reaffirmed after that event concluded that the suppression of natural wildfires during the middle part of the 20th century decreased plant species diversity and natural regeneration of plant communities. One study conducted 15 years before the 1988 Yellowstone National Park fires concluded that human suppression of wildfire had adversely impacted Aspen tree groves and other forest types. The majority of conifer species in Grand Teton National Park are heavily dependent on wildfire and this is particularly true of the Lodgepole Pine. Though extremely hot canopy or crown fires tend to kill Lodgepole Pine seeds, lower severity surface fires usually result in a higher post-wildfire regeneration of this species. In accordance with a better understanding of the role wildfire plays in the environment, the National Park Service and other land management agencies have developed Fire Management Plans which provide a strategy for wildfire management and are expected to best enhance the natural ecosystem.
### Air and water quality
Grand Teton National Park is more than 100 mi (160 km) air distance from any major urban or industrial area, and localized human activities have generally had a very low environmental impact on the surrounding region. However, levels of ammonium and nitrogen have been trending slightly upwards due to deposition from rain and snow that is believed to originate from regional agricultural activities. Additionally, there has also been a slight increase in mercury and pesticides that have been detected in snow and some alpine lakes. Ozone and haze may be impacting overall visibility levels. Grand Teton National Park, in partnership with other agencies, erected the first air quality monitoring station in the park in 2011. The station is designed to check for various pollutants as well as ozone levels and weather.
A 2005 study of the water of Jackson, Jenny, and Taggart Lakes indicated that all three of these lakes had virtually pristine water quality. Of the three lakes, only on Taggart Lake are motorized boats prohibited, yet little difference in water quality was detected in the three lakes. In a study published in 2002, the Snake River was found to have better overall water quality than other river systems in Wyoming, and low levels of pollution from anthropogenic sources.
## Climate
According to the Köppen climate classification system, Grand Teton National Park has a humid continental climate (Dfb).
## Recreation
### Mountaineering
Grand Teton National Park is a popular destination for mountain and rock climbers partly because the mountains are easily accessible by road. Trails are well marked and routes to the summits of most peaks are long established, and for the experienced and fit, most peaks can be climbed in one day. The highest maintained trails climb from the floor of Jackson Hole over 4,000 ft (1,200 m) to mountain passes that are sometimes called saddles or divides. From these passes, the climbs follow routes that require varying skill levels. Climbers do not need a permit but are encouraged to voluntarily register their climbing plans with the National Park Service and inform associates of their itinerary. Any climb requiring an overnight stay in the backcountry does require a permit. Climbers are essentially on their own to determine their own skill levels and are encouraged to not take unnecessary risks. The Exum Mountain Guides, which is considered one of the finest mountaineering guide services in the U.S., as well as the Jackson Hole Mountain Guides, offer instruction and climbing escorts for those who are less experienced or unfamiliar with various routes.
An average of 4,000 climbers per year make an attempt to summit Grand Teton and most ascend up Garnet Canyon to a mountain pass called the Lower Saddle, which is between Grand Teton and Middle Teton. From the Lower Saddle, climbers often follow the Owen-Spalding or Exum Ridge routes to the top of Grand Teton though there are 38 distinct routes to the summit. The north face route to the summit of Grand Teton is a world-renowned climb involving a dozen distinct pitches and is rated at grade 5.8 in difficulty for the 3,000-foot (910 m) vertical ascent. On a connecting ridge and just north of Grand Teton lies Mount Owen, and though lower in altitude, this peak is considered more difficult to ascend. Middle Teton is another popular climb that is most easily summited from a saddle between it and South Teton. Well, north of Grand Teton lies Mount Moran, which is further from trailheads and more difficult to access and ascend. The Direct South Buttress of Mount Moran provides a vertical mile of climbing that was considered the most difficult climb in the U.S. when first accomplished in 1953. Other popular climbing destinations include Buck Mountain, Symmetry Spire, Mount Saint John, Mount Wister, Teewinot Mountain and Nez Perce Peak and each mountain has at least six established routes to their summits.
### Camping and hiking
Grand Teton National Park has five front-country vehicular access campgrounds. The largest is the Colter Bay and Gros Ventre campgrounds, and each has 350 campsites which can accommodate large recreational vehicles. Lizard Creek and Signal Mountain campgrounds have 60 and 86 campsites respectively, while the smaller Jenny Lake campground has only 49 sites for tent use only. Additionally, full hookups for recreational vehicles are at the concessionaire-managed 112 campsites at Colter Bay Village and another 100 at Flagg Ranch in the John D. Rockefeller Memorial Parkway. Though all front-country campgrounds are only open from late spring to late fall, primitive winter camping is permitted at Colter Bay near the visitor center.
All campsites accessible only on foot or by horseback are considered backcountry campsites and they are available by permit only, but camping is allowed in most of these backcountry zones year-round. The National Park Service has a combination of specific sites and zones for backcountry camping with a set carrying capacity of overnight stays per zone to protect the resources from overcrowding. Open fires are not permitted in the backcountry and all food must be stored in an Interagency Grizzly Bear Committee approved bear-resistant container. As of 2012, only four brands of bear-resistant containers had been approved for use in the Grand Teton National Park backcountry. Additionally, hikers may use an approved bear spray to elude aggressive bears.
The park has 200 mi (320 km) of hiking trails, ranging in difficulty from easy to strenuous. The easiest hiking trails are located in the valley, where the altitude changes are generally minimal. In the vicinity of Colter Bay Village, the Hermitage Point Trail is 9.4 mi (15.1 km) long and considered easy. Several other trails link Hermitage Point with Emma Matilda Lake and Two Ocean Lake Trails, also considered to be relatively easy hikes in the Jackson Lake Lodge area. Other easy hikes include the Valley Trail which runs from Trapper Lake in the north to the south park boundary near Teton Village and the Jenny Lake Trail which circles the lake. Ranging from moderate to strenuous in difficulty, trails leading into the canyons are rated based on distance and more importantly on the amount of elevation change. The greatest elevation change is found on the Paintbrush Canyon, Alaska Basin and Garnet Canyon Trails, where elevation increases of over 4,000 ft (1,200 m) are typical. Horses and pack animals are permitted on almost all trails in the park; however, there are only five designated backcountry camping locations for pack animals and these campsites are far from the high mountain passes. Bicycles are limited to vehicle roadways only and the park has widened some roads to provide a safer biking experience. A paved multi-use pathway opened in 2009 and provides non-motorized biking access from the town of Jackson to South Jenny Lake.
### Boating and fishing
Grand Teton National Park allows boating on all the lakes in Jackson Hole, but motorized boats can only be used on Jackson and Jenny Lakes. While there is no maximum horsepower limit on Jackson Lake (though there is a noise restriction), Jenny Lake is restricted to 10 horsepower. Only non-motorized boats are permitted on Bearpaw, Bradley, Emma Matilda, Leigh, Phelps, String, Taggart and Two Ocean Lakes. There are four designated boat launches located on Jackson Lake and one on Jenny Lake. Additionally, sailboats, windsurfers, and water skiing are only allowed on Jackson Lake and no jet skis are permitted on any of the park waterways. All boats are required to comply with various safety regulations including personal flotation devices for each passenger. Only non-motorized watercraft are permitted on the Snake River. All other waterways in the park are off limits to boating, and this includes all alpine lakes and tributary streams of the Snake River.
In 2010, Grand Teton National Park started requiring all boats to display an Aquatic Invasive Species decal issued by the Wyoming Game and Fish Department or a Yellowstone National Park boat permit. In an effort to keep the park waterways free of various invasive species such as the Zebra mussel and whirling disease, boaters are expected to abide by certain regulations including displaying a self-certification of compliance on the dashboard of any vehicle attached to an empty boat trailer.
Grand Teton National Park fisheries are managed by the Wyoming Fish and Game Department and a Wyoming state fishing license is required to fish all waterways in Grand Teton National Park. The creel limit for trout is restricted to six per day, including no more than three cutthroat trout with none longer than 12 in (30 cm), while the maximum length of other trout species may not exceed 20 in (51 cm), except those taken from Jackson Lake, where the maximum allowable length is 24 in (61 cm). There are also restrictions as to the seasonal accessibility to certain areas as well as the types of bait and fishing tackle permitted.
### Winter activities
Visitors are allowed to snowshoe and do cross-country skiing and are not restricted to trails. The Teton Park Road between the Taggart Lake trailhead to Signal Mountain Campground is closed to vehicular traffic during the winter and this section of the road is groomed for skiing and snowshoeing traffic. The park service offers guided snowshoe tours daily from the main headquarters located in Moose, Wyoming. Overnight camping is allowed in the winter in the backcountry with a permit and visitors should inquire about avalanche dangers.
The only location in Grand Teton National Park where snowmobiles are permitted is on Jackson Lake. The National Park Service requires that all snowmobiles use "Best Available Technology" (BAT) and lists various models of snowmobiles that are permitted, all of which are deemed to provide the least amount of air pollution and maximize noise abatement. All snowmobiles must be less than 10 years old and have odometer readings of less than 6,000 mi (9,700 km). Additionally, snowmobile use is for the purposes of accessing ice fishing locations only. Snowmobile access was permitted between Moran Junction and Flagg Ranch adjacent to the John D. Rockefeller Jr. Memorial Parkway so that travelers using the Continental Divide Snowmobile Trail could traverse between Bridger-Teton National Forest and Yellowstone National Park. However, in 2009, winter use planners closed this since unguided snowmobile access into Yellowstone National Park was also discontinued.
## Tourism
### Visitor centers
The Craig Thomas Discovery and Visitor Center adjacent to the park headquarters at Moose, Wyoming, is open year-round. Opened in 2007 to replace an old, inadequate visitor center, the facility is named for the late U.S. Senator Craig Thomas and designed by acclaimed architect, Bohlin Cywinski Jackson. It was financed with a combination of federal grants and private donations. An adjoining 154-seat auditorium was opened to the public in April 2011. To the north at Colter Bay Village on Jackson Lake, the Colter Bay Visitor Center & Indian Arts Museum is open from the beginning of May to the early October. The Colter Bay Visitor Center & Indian Arts Museum has housed the David T. Vernon Indian Arts Exhibit since 1972. The Colter Bay Visitor Center was built in 1956 and was determined in 2005 to be substandard for the proper care and display of the Indian art collection. During the winter of 2011–2012, a \$150,000 renovation project was completed at the center and a portion of the arts collection was made available for viewing when the center opened for the season in May 2012.
South of Moose on the Moose–Wilson Road, the Laurance S. Rockefeller Preserve Center is located on land that was privately owned by Laurance S. Rockefeller and is situated on Phelps Lake. Donated to Grand Teton National Park and opened to the public in 2008, the property was once part of the JY Ranch, the first dude ranch in Jackson Hole. At Jenny Lake, the Jenny Lake Visitor Center is open from mid-May to mid-September. This visitor center is within the Jenny Lake Ranger Station Historic District and is the same structure photographer Harrison Crandall had constructed as an art studio in the 1920s.
### Accommodations
Contracted through the National Park Service, various concessionaire entities manage lodging facilities inside the park. The largest such facility is the Jackson Lake Lodge, which is managed by the Grand Teton Lodge Company. Located near Jackson Lake Dam, the Jackson Lake Lodge has a total of 385 rooms, meeting facilities, a retail shop, and a restaurant. The Grand Teton Lodge Company also manages the Jenny Lake Lodge, which consists of cabins and a restaurant, and Colter Bay Village, which has cabins, a restaurant, a grocery store, and a laundry, and a marina. South of Jackson Lake Dam, the Signal Mountain Lodge is managed by Forever Resorts and provides cabins, a marina, a gas station and a restaurant. The American Alpine Club has hostel dormitory-style accommodations primarily reserved for mountain climbers at the Grand Teton Climber's Ranch. Adjacent to the Snake River in Moose, Wyoming, Dornan's is an inholding on private land which has year-round cabin accommodations and related facilities. Lodging is also available at the Triangle X Ranch, another private inholding in the park and the last remaining dude ranch within park boundaries.
## Hazards
Encountering bears is a concern in the Wind River Range. There are other concerns as well, including bugs, wildfires, adverse snow conditions and nighttime cold temperatures.
Importantly, there have been notable incidents, including accidental deaths, due to falls from steep cliffs (a misstep could be fatal in this class 4/5 terrain) and due to falling rocks, over the years, including 1993, 2007 (involving an experienced NOLS leader), 2015 and 2018. Other incidents include a seriously injured backpacker being airlifted near SquareTop Mountain in 2005, and a fatal hiker incident (from an apparent accidental fall) in 2006 that involved state search and rescue. The U.S. Forest Service does not offer updated aggregated records on the official number of fatalities in the Wind River Range.
## See also
- List of national parks of the United States
- Jackson Hole Economic Symposium |
65,155,606 | Capture of Sedalia | 1,162,554,025 | Battle of the American Civil War | [
"1864 in Missouri",
"Battles of the American Civil War in Missouri",
"Battles of the Trans-Mississippi Theater of the American Civil War",
"Confederate victories of the American Civil War",
"Conflicts in 1864",
"Missouri in the American Civil War",
"October 1864 events",
"Price's Missouri Expedition",
"Sedalia, Missouri"
]
| The capture of Sedalia occurred during the American Civil War when a Confederate force captured the Union garrison of Sedalia, Missouri, on October 15, 1864. Confederate Major General Sterling Price, who was a former Governor of Missouri and had commanded the Missouri State Guard in the early days of the war, had launched an invasion into the state of Missouri on August 29. He hoped to distract the Union from more important areas and cause a popular uprising against Union control of the state. Price had to abandon his goal of capturing St. Louis after a bloody repulse at the Battle of Fort Davidson and moved into the pro-Confederate region of Little Dixie in central Missouri.
Many recruits in the region joined the Confederates in the region, and Price soon needed supplies and weapons for these men. He sent side raids to Glasgow and Sedalia. One of these involved sending a 1,200-man brigade led by Brigadier General M. Jeff Thompson of the Missouri State Guard towards Sedalia. Despite learning of Union movements in the area, Thompson attacked the town, which was primarily defended by militia. The initial Confederate attack quickly dispersed most of the defenders, although some held out until Thompson brought up the rest of his force. Many of the militiamen were captured. After paroling or releasing their prisoners and plundering the town, the Confederates left to rejoin Price's main force. On October 23, Price was defeated at the Battle of Westport near Kansas City. The Confederates then retreated, suffering defeats at the battles of Mine Creek and Second Newtonia later in October, before eventually entering Texas.
## Prelude
At the outset of the American Civil War in 1861, the state of Missouri was a slave state. Governor Claiborne Fox Jackson supported secession, and formed the pro-secession Missouri State Guard, a militia unit. Brigadier General Nathaniel Lyon of the Union Army evicted Jackson and the pro-secession portion of the state legislature from the state capital of Jefferson City. The Missouri State Guard won several battles, but Union forces had the secessionists restricted to the southwestern portion of the state by the end of the year. Jackson and the secessionists formed the Confederate government of Missouri, which would function as a government-in-exile for much of its existence, moving from place to place before settling in Marshall, Texas; Missouri now had two competing governments. The Union gained control of Missouri in March 1862 after the Battle of Pea Ridge, and the state was then plagued by guerrilla warfare throughout 1862 and 1863.
### Price's Raid
By the beginning of September 1864, events east of the Mississippi River, especially the Confederate defeat in the Atlanta campaign, gave Abraham Lincoln, who supported continuing the war, an edge in the 1864 United States Presidential Election over George B. McClellan, who promoted a war-ending armistice that would preserve slavery. Meanwhile, in the Trans-Mississippi Theater, the Confederates had defeated Union attackers in the Red River campaign in Louisiana in March through May. As events east of the Mississippi turned against the Confederates, General Edmund Kirby Smith, commander of the Trans-Mississippi Department, was ordered to transfer the infantry under his command to the fighting in the Eastern and Western Theaters. However, this proved to be impossible, as the Union Navy controlled the Mississippi River, preventing a large scale crossing.
Despite having limited resources for an offensive, Smith decided that an attack designed to divert Union troops from the principal theaters of combat would have the same effect as the proposed transfer of troops. Major General Sterling Price and the Confederate Governor of Missouri Thomas Caute Reynolds suggested that an invasion of Missouri would be an effective offensive; Smith approved the plan and appointed Price to command the offensive. Price was a former governor of Missouri, had served in the Mexican-American War, and had commanded the Missouri State Guard in 1861 before entering Confederate service. Price expected that the campaign would create a popular uprising against Union control of Missouri, divert Union troops away from principal theaters of combat (many of the Union troops previously defending Missouri had been transferred out of the state, leaving the Missouri State Militia as the state's primary defensive force), and aid McClellan's chance of defeating Lincoln. On September 19, Price's column of about 12,000 to 13,000 men entered the state.
Price soon learned that a Union force held Fort Davidson near Pilot Knob. Not wanting to leave a large Union force in the rear of his army, Price decided to attack the Union post. The attack, known as the Battle of Fort Davidson, occurred on September 27, and the Confederates were repulsed with heavy losses. While the fort's defenders retreated that night, Price decided to abandon plans to capture St. Louis as his troops had suffered at least 800 casualties and their morale had been dented. After giving up the proposed St. Louis thrust, Price's army headed for Jefferson City, although the Confederates were slowed by bringing along a large supply train. On October 7, the Confederates approached Jefferson City, which was held by about 7,000 men, mostly inexperienced militia. Faulty Confederate intelligence placed Union strength at 15,000, and Price, fearing another defeat like Fort Davidson, decided not to attack the city, and began moving his army towards Boonville the next day. Boonville was in the pro-Confederate region of Little Dixie in central Missouri, and according to different sources Price was able to recruit around either 1,200 or 2,500 men. Price, needing weapons and supplies, then authorized two raids away from his main body of troops: Brigadier General John B. Clark Jr. was sent to Glasgow, and Missouri State Guard Brigadier General M. Jeff Thompson's brigade of Brigadier General Joseph O. Shelby's division to Sedalia.
## Battle
The particular allure of Sedalia for Price was a rumor that the Union army had thousands of mules and cattle in the town, which would be helpful in feeding and remounting the Confederate force. Thompson's command consisted of Shelby's Iron Brigade made up of Slayback's Missouri Cavalry Battalion, Elliott's Missouri Cavalry Regiment, the 5th Missouri Cavalry Regiment, and Collins' Missouri Battery; the force totaled around 1,200 or 1,500 men. While Thompson's command had a nominal strength of about 2,000 men, many of the unit's soldiers were absent visiting their homes in the Boonslick area. Slayback's battalion had been performing scouting duties and rejoined Thompson's command at Longwood. The unit reported that Union cavalry were operating in the area but had moved towards the west.
Continuing their movement the next day, the Confederate soldiers captured two Union stragglers near Georgetown who claimed to be former Confederates forced into Union service. The prisoners identified the Union cavalry sighted by Slayback as Brigadier General John B. Sanborn's command, and informed Thompson that Union forces were concentrating at Jefferson City and Kansas City, in addition to a Union infantry force at California that was preparing to head to Georgetown. Thompson, who had established a chain of relay couriers along his path, sent a message to Price to inform him of this development. Thompson initially decided to call off the attack on Sedalia, before changing his mind in the belief that the Union infantry was not heading in his direction and that Sanborn was too far away to interfere.
Sedalia was located in the middle of an expansive prairie with few trees or other features to provide cover to an attacking force. Two redoubts and some rifle pits existed as defensive positions. The town was held by almost 800 home guard and Enrolled Missouri Militia, including men of the 1st Missouri State Militia Cavalry Regiment. Additionally, 33 men of the 7th Missouri State Militia Cavalry Regiment under the command of Captain Oscar B. Queen were in the town to meet a wagon train of ammunition coming from Georgetown. Colonel John D. Crawford of the 40th Enrolled Missouri Militia commanded the garrison.
Thompson believed that surprise gave him the greatest chance of success and attacked before daylight on October 15. Benjamin F. Elliott's regiment, which was largely dressed in captured Union uniforms, led the advance and reached within pistol shot of the Union pickets before being discovered. The Union pickets were scattered and driven back into town. Crawford and many of the Enrolled Missouri Militia soldiers followed them in their flight. Queen claimed that Crawford had ordered his men to retreat as soon as Thompson's men were sighted. However, the men of the 7th Missouri State Militia Cavalry held, and the Union soldiers were able to form a point of resistance. Elliott's regiment had gotten ahead of the rest of the Confederate force and fell back after meeting the unexpected resistance. Within ten minutes, the rest of Thompson's brigade, including the artillery, arrived. Confederate artillery fire scattered the remaining Enrolled Missouri Militia soldiers, and the men of the 7th Missouri State Militia Cavalry surrendered the town. Thompson reported that the Confederates were unaware that the defenders had fled, as they had left their flags flying above the fortifications. Confederate soldiers chased the militiamen as they fled across the prairie, inflicting an unknown number of casualties.
## Aftermath
Some degree of plundering occurred after the fighting ended. The historian Paul B. Jenkins, writing in 1906, stated that Thompson's men looted Sedalia, with government property being particular targets for destruction, while the historian Paul Kirkman states that Thompson attempted to limit the plundering to military-related supplies. The modern historian Kyle Sinisi stated that Thompson attempted to keep the capture of military property orderly, although things got out of Thompson's control despite the Confederate commander performing actions such as shooting a mule a soldier was riding and spanking some of his men with the flat of his sword. Sinisi states that the looting was primarily restricted to businesses, not private homes. Some eyewitnesses reported seeing Confederates riding barefoot and carrying their boots filled with stolen whiskey. Sedalia's post office was plundered. Thompson claimed that "no outrage or murder was committed" and reported capturing a number of weapons and wagons of "goods suitable for soldiers". Most of the Confederate units that had participated in the fighting became disorganized, and Slayback's Battalion, which was in the best state of organization, performed guard duty after the battle. Thompson captured almost 2,000 mules and cattle.
The Union suffered one man killed and 23 wounded. Several hundred Union soldiers were captured, but Thompson did not have the ability to keep them as prisoners or issue them standard written paroles. Treatment of the prisoners varied between how Thompson classified them: a few hundred were classified as home guard and released, while 75 Enrolled Missouri Militia and 47 Missouri State Militia were given nonstandard verbal paroles, including threats if they reneged on the terms. Several Union officers protested that the practice was illegal, but were ignored. Queen considered the paroles to be "worthless" and returned to Jefferson City for further orders. Knowing that they could be trapped by Union forces if they tarried, the Confederates left Sedalia within hours. Thompson moved north to rejoin Price's main body and rejoined it at the Salt Fork River, near Waverly, on October 18.
Clark's raid on Glasgow was also successful. By October 19, the Confederates had reached Lexington, where they fought against a Union force in the Second Battle of Lexington. Two days later, Union Major General James G. Blunt attempted to stop Price at the crossing of the Little Blue River, but was defeated in the ensuing battle. After fighting several more actions, Price encountered nearly 20,000 Union soldiers near Kansas City on October 23. The Battle of Westport followed, and Price's 9,000 soldiers were soundly defeated. Price then fell back into Kansas but was defeated in the Battle of Mine Creek on October 25. About 600 Confederate soldiers were captured at Mine Creek. Later that day, Price ordered the destruction of almost all of the cumbersome wagon train. The final major action of the campaign occurred on October 28 near Newtonia, Missouri. In the Second Battle of Newtonia Price was defeated by Blunt; by this point, the Confederate army was disintegrating. Union troops continued pursuing Price until the Confederates reached the Arkansas River on November 8; the Confederates did not stop retreating until they reached Texas towards the end of November 1864. The campaign failed to affect the election, and while part of the XVI Corps was diverted to Missouri, the transfer was only temporary and did not have a major impact on campaigns in other theaters. |
422,323 | Æthelred, Lord of the Mercians | 1,159,613,682 | 9th and 10th-century ruler of Mercia in England | [
"10th-century English monarchs",
"911 deaths",
"9th-century English monarchs",
"9th-century births",
"Anglo-Saxon warriors",
"Burials at St Oswald's Priory, Gloucester",
"Mercian monarchs",
"Year of birth unknown"
]
| Æthelred, Lord of the Mercians (or Ealdorman Æthelred of Mercia; died 911) became ruler of English Mercia shortly after the death or disappearance of its last king, Ceolwulf II in 879. Æthelred's rule was confined to the western half, as eastern Mercia was then part of the Viking-ruled Danelaw. His ancestry is unknown. He was probably the leader of an unsuccessful Mercian invasion of Wales in 881, and soon afterwards he acknowledged the lordship of King Alfred the Great of Wessex. This alliance was cemented by the marriage of Æthelred to Alfred's daughter Æthelflæd.
In 886, Alfred took possession of London, which had suffered greatly from several Viking occupations. Alfred then handed London over to Æthelred, as it had traditionally been a Mercian town. In 892, the Vikings renewed their attacks, and the following year, Æthelred led an army of Mercians, West Saxons and Welsh to victory over a Viking army at the Battle of Buttington. He spent the next three years fighting them alongside Alfred's son, the future King Edward the Elder. At some time after 899 Æthelred's health may have declined, and Æthelflæd may have become the effective ruler of Mercia.
After Æthelred's death, Æthelflæd ruled as Lady of the Mercians until her own death in 918. The couple's only child, a daughter called Ælfwynn, then ruled briefly until deposed by her uncle, King Edward.
## Background
Mercia was the dominant kingdom in southern England in the eighth century, and maintained its position until it suffered a decisive defeat by King Ecgberht of Wessex at the Battle of Ellendun in 825. Ecgberht briefly conquered Mercia, but it recovered its independence in 830, and thereafter the two kingdoms became allies, which was to be an important factor in English resistance to the Vikings. The Mercians traditionally held overlordship over Wales, and in 853, King Burgred of Mercia obtained the assistance of King Æthelwulf of Wessex in an invasion of Wales in order to reassert their hegemony. The same year, Burgred married Æthelwulf's daughter.
In 865, the Viking Great Heathen Army landed in East Anglia, and used it as a starting point for an invasion. The East Anglians were forced to buy peace, and the following year, the Vikings invaded Northumbria, where they established an obscure Northumbrian man called Ecgberht as puppet king in 867. They then moved on to Nottingham in Mercia, where they spent the winter of 867–868. Burgred was joined by King Æthelred of Wessex and his brother, the future King Alfred, for a combined attack on the Vikings, but they refused an engagement and in the end the Mercians bought peace with them. The following year, the Vikings conquered East Anglia. They returned to Mercia in 872; two years later they expelled Burgred, and Ceolwulf became king with their support. Ceolwulf was described by the Anglo-Saxon Chronicle as "a foolish king's thegn" who was a puppet of the Vikings, but historians regard this view as partial and distorted: he was accepted as a true king by the Mercians and by King Alfred.
In 877, the Vikings divided Mercia, taking the eastern part for themselves and leaving Ceolwulf with the west. The Vikings went on to attack Wessex, leaving Ceolwulf free to renew Mercian claims of hegemony in Wales. At almost the same time as Alfred's victory over the Vikings in 878 at the Battle of Edington, Ceolwulf defeated and killed Rhodri Mawr, king of the north Welsh territory of Gwynedd. After Ceolwulf's disappearance in 879, Mercia began to fall under the hegemony of Wessex.
## Life
### Early rule
Æthelred's descent is unknown, and he does not appear to have been closely related to his immediate predecessors, although his name suggests possible descent from earlier Mercian kings. He may have been the man of the same name who attested two Mercian charters in the late 860s, but he is not listed in the two surviving charters of Ceolwulf. Lists of witnesses to charters show that Æthelred's witan (council) shared bishops and at least two ealdormen with Ceolwulf, but Ceolwulf's thegns all disappeared. In the view of Ian Walker: "He was a royal ealdorman whose power base lay in the south-west of Mercia in the former kingdom of the Hwicce around Gloucester." However, Alex Woolf suggests that he was probably the son of King Burgred of Mercia and Æthelswith, sister of Alfred the Great, although that would mean that Æthelred's marriage was uncanonical, as Rome then forbade marriage between first cousins.
It is not known when Æthelred took over following Ceolwulf's death or disappearance, but in the view of Thomas Charles-Edwards, a historian of medieval Wales, Æthelred was almost certainly "Edryd Long-Hair", the leader of a Mercian army which invaded Gwynedd in 881, and was defeated by Rhodri Mawr's sons at the Battle of the Conwy. This was described by Welsh annals as "revenge by God for Rhodri". The defeat forced Æthelred to abandon his ambitions in north Wales, but he continued to exercise overlordship over the south-eastern Welsh kingdoms of Glywysing and Gwent. According to Alfred's Welsh biographer Asser, Æthelred's "might and tyrannical behaviour" forced these kingdoms to submit to the protection of King Alfred's lordship. By 883, Æthelred had accepted Alfred's lordship. Charles-Edwards suggests that in 881–882 he tried to maintain his dominance in south-east Wales, but Alfred offered his protection to Glywysing and Gwent, and in 882–883, Æthelred accepted that West Saxon power made continued independence impossible. Charles-Edwards comments:
The implication of all this is that the Mercian submission to Alfred – a crucial step in the creation of a single English kingdom – occurred not just because of one battle, Alfred's victory over the Great Army at Edington in 878, but also because of another, more distant battle, "God's revenge" on the Mercians at the Conwy, when Anarawd of Gwynedd and his brothers defeated Æthelred and so brought about that collapse of the Mercian hegemony in Wales from which Alfred was only too pleased to benefit.
When Æthelred made a grant to Berkeley Abbey in 883, he did it with the approval of King Alfred, thus acknowledging Alfred's lordship. Thereafter he usually acted with Alfred's permission, but issued some charters in his own name without reference to Alfred, such as at a meeting in Risborough in Buckinghamshire in 884, showing that English Mercia extended quite far south-east towards London.
After the Battle of Edington in 878, Alfred established a network of fortified settlements, called burhs, in Wessex to protect his people and territory against Viking attacks, and when Æthelred accepted Alfred's lordship the burhs were extended into Mercia. One of the burhs was Worcester, where Æthelred worked with its bishop and used the standing Roman walls in the town's defences. Over the next two generations Worcester was transformed from an ecclesiastical settlement to a town with a diverse population of craftsmen.
London suffered severely from Viking attacks and was several times occupied by Viking armies. In 886, Alfred took possession of London, and according to Asser he "restored" the city and "made it habitable again". He then handed control to Æthelred. Historians, however, disagree about the circumstances. According to Frank Stenton, Alfred recovered London by force from the Vikings and handed it to Æthelred because it had previously been a Mercian town, and he respected the traditions of other kingdoms. Marios Costambeys takes a similar view, arguing that Alfred's decision was probably due to the need to maintain unity among the English who were outside Viking territory. Alfred Smyth suggests that the Chronicle's account reflects bias in Alfred's favour, and that Æthelred took charge because he had a greater role in London's recovery than the West Saxon chronicler was willing to admit. Some versions of the Chronicle state that Alfred besieged London in 883, and Simon Keynes argues that Alfred probably took London at that time and that the "occupation" in 886 may have been a restoration of London's defences following Viking attacks close to the city in 885.
Anglo-Saxon London, called Lundenwic, was located a mile west of Roman Londinium, but Lundenwic was undefended, and the restoration was carried out inside the walls of the old Roman city, especially an area close to the River Thames now called Queenhithe, but which was then known as Æthelred's Hythe after its Mercian ruler. Æthelred moved quickly to restore the area; in 889, he and Alfred granted property there to the Bishop of Worcester, and in 899, they made another grant to the Archbishop of Canterbury. Both bishops were, like Æthelred, Mercians and strong allies of King Alfred, who had the right to all tolls from markets along the river bank.
After the restoration of London, Alfred received the submission of "all the English people who were not under subjection to the Danes", and the alliance between Wessex and Mercia was cemented by the marriage of Æthelred to Alfred's oldest daughter, Æthelflæd. She is first recorded as Æthelred's wife in a charter of 887, but the marriage probably took place in the early to mid 880s. Æthelred was probably much older than his wife. They had a daughter, Ælfwynn, and according to the twelfth century chronicler, William of Malmesbury, she was their only child. In King Alfred's will, drawn up in the 880s, Æthelred was left a sword worth 100 mancuses.
In 892, two Viking armies attacked eastern England, and Æthelred took part in the defence. After the defeat of one Viking leader, Hastein, Alfred became godfather to one of Hastein's two sons and Æthelred to the other. Soon afterwards, the English captured Hastein's wife and children, but they were returned to him because the sons were godsons of the English leaders. In 893, Æthelred brought troops from London to join Alfred's son Edward against a Viking army at Thorney in Buckinghamshire, but the Vikings were too strong for a direct attack so they were allowed to leave English territory. Later in the year, a larger Viking force marched from Essex through Mercia to the Welsh border, followed by Æthelred with a joint force of Mercians and West Saxons. Welsh kings joined Æthelred to meet the Vikings at the Battle of Buttington, where according to Smyth "these invaders were utterly routed ... in what was the most decisive battle in the war", although Marios Costambeys states that the Vikings eventually cut their way out and retreated back to Essex. The Viking army finally dispersed in 896. For much of the time, Alfred had been in the west country defending Devonshire, and in the view of Richard Abels: "King Alfred had little to do directly with the great victories enjoyed by the English in 893–896. His son, Edward, and his ealdormen, in particular his son-in-law, Æthelred, had won the glory."
In the last years of the ninth century, three ealdormen ruled Mercia under Æthelred. Æthelflæd's maternal uncle, Æthelwulf, controlled western and possibly central Mercia, while the south and east were ruled by Æthelfrith, the father of Æthelstan Half-King. Alhhelm was responsible for the lands bordering the northern Danelaw. Æthelwulf and Alhhelm are not recorded after the turn of the century, and Æthelfrith may have been Æthelflæd's chief lieutenant when Æthelred's health collapsed soon afterwards. Æthelfrith may have been of West Saxon origin, appointed by Alfred to look after his interests in south-east Mercia.
Evidence from charters shows that Æthelred and Æthelflæd supported religious communities. In 883, Æthelred freed Berkeley Abbey from obligations to the king's feorm (payments in kind), and in 887 he confirmed (with Æthelflæd also attesting) the possession of land and transferred manpower to Pyrton Minster in Oxfordshire. In 901, they jointly gave land to Much Wenlock Abbey, and donated a gold chalice weighing thirty mancuses in honour of its former abbess, Saint Mildburgh. In 903, they negotiated a settlement over a former monastic estate which the bishops of Worcester had been trying to recover since the 840s, and Bishop Wærferth wrote "we never could get anywhere until Æthelred became Lord of the Mercians".
### Later life
Some historians believe that at an unknown time in the decade 899 to 909, Æthelred's health collapsed and Æthelflæd became the effective ruler of Mercia. Cyril Hart and Maggie Bailey believe that it occurred by 902. Bailey cites "Mercian Register" entries from 902 showing Æthelflæd acting alone or in conjunction with Edward in military operations. Irish annals called the Three Fragments also suggest that Æthelred was unable to take an active part in government from about 902, although he did attend a meeting in 903 with King Edward, Æthelflæd and Ælfwynn. In 1998, Keynes suggested that Æthelred may have been incapacitated by illness at the end of his life, but in a summary of his career in 2014, Keynes does not mention this, stating that Æthelred and Æthelflæd cooperated with King Edward in campaigns against the Vikings. Martin Ryan also makes no mention of a decline in Æthelred's health, describing him as joining Edward in encouraging thegns to purchase land in Viking territories.
According to William of Malmesbury, King Edward's eldest son, the future King Æthelstan, was sent to be brought up at the court of Æthelred and Æthelflæd after Edward remarried in about 900. This is supported by one independent piece of evidence. According to a transcript dating from 1304 in York's archives, in 925, Æthelstan gave a grant of privileges to St Oswald's Priory in Gloucester "according to a pact of paternal piety which formerly he pledged with Æthelred, ealdorman of the people of the Mercians". When King Edward died in 924, Æthelstan initially faced opposition at the West Saxon court, but was accepted as king in Mercia.
After Æthelred's death in 911, Æthelflæd ruled as "Lady of the Mercians", but she did not inherit the Mercian territories of London and Oxford, which were taken by Edward. Æthelflæd died in 918, and their daughter Ælfwynn briefly ruled Mercia until deposed by Edward the Elder, who took the territory under his direct control.
### St Oswald's Priory, Gloucester
Gloucester seems to have been the main seat of Æthelred's and Æthelflæd's power, and before 900 they founded a new minster there, dedicated to St Peter. In 909, a West Saxon and Mercian army raided Viking territory and seized the bones of the Northumbrian king and martyr, St Oswald, from Bardney in Lincolnshire. The bones were translated to the new Gloucester minster, which was renamed St Oswald's Priory in his honour. The acquisition of the relics raised the prestige of the new minster and increased its wealth by making it a focus for pilgrims. The historian Martin Ryan sees the new minster as something like a Mercian royal mausoleum, to replace the one at Repton destroyed by the Vikings, and Æthelred and Æthelflæd were buried there.
## Status
Æthelred's status is disputed, and this is reflected in the varying titles given to him by different historians. He is sometimes called "ealdorman", but also "Lord of the Mercians" and "subking". Coinage issued in English Mercia in Ceolred's time named him as king, but in Æthelred's time it named the West Saxon king, yet Æthelred issued some charters in his own name, implying royal authority. West Saxon sources refer to him as an ealdorman, emphasising Mercian subordination to the West Saxon monarchy, whereas Mercian ones describe him as Lord of the Mercians, and Celtic ones sometimes as King of Mercia.The late tenth-century chronicler Æthelweard, in his annal for 893, called Æthelred "King of the Mercians", but recorded his death in 911 as that of the "Lord of the Mercians".
King Edward's influence over Mercia is unclear, and he may have had less power than his father. Edward's charters show Æthelred and Æthelflæd as accepting his royal authority, but their own charters make no reference to an overlord, and some use expressions such as "holding, governing and defending the sole rule of the Mercians", which come close to describing them as king and queen.
Pauline Stafford comments that "Alfred's dominance in the 890s over Æthelred, Lord of the Mercians, was as debatable at the time as it still is." In the view of Ann Williams, "though he accepted West Saxon overlordship, Æthelred behaved rather as a king of Mercia than an ealdorman", and Charles Insley states that Mercia remained an independent kingdom until 920. To the Welsh and Irish looking east, Mercian rulers still kept all their old regality until Æthelflæd's death in 918, and Nick Higham argues that: "Celtic visions of Æthelred and Æthelflæd as king and queen certainly offer a different, and equally valid, contemporary take on the complex politics of this transition to a new English state."
In the Handbook of British Chronology David Dumville lists Æthelred as King Æthelred II, and thus a successor to the seventh century King Æthelred of Mercia. Keynes takes the West Saxon view, arguing that Alfred created the "kingdom of the Anglo-Saxons", inherited by his son Edward the Elder in 899, and Æthelred ruled Mercia under the king. However, Keynes also says:
Æthelred usually acted with the permission of or in association with King Alfred, but occasionally he acted independently of him. Although sometimes described as plain dux or ealdorman, his status was clearly quite different from that of other duces, for he is also accorded styles which aspire to divine grace and which appear to verge on the royal. In other words, there is no mistaking that the Mercians retained a conception of their ruler as a rightful successor to earlier kings, and a conception of their land as a kingdom with its own identity; but there is also no mistaking that Æthelred moved in an Alfredian world. |
903,002 | Hurricane Iniki | 1,170,724,950 | Category 4 Pacific hurricane in 1992 | [
"1992 Pacific hurricane season",
"1992 in Hawaii",
"1992 natural disasters in the United States",
"Category 4 Pacific hurricanes",
"Hurricanes in Hawaii",
"Retired Pacific hurricanes"
]
| Hurricane Iniki (/iːˈniːkiː/ ee-NEE-kee; Hawaiian: ʻiniki meaning "strong and piercing wind") was the most powerful hurricane to strike Hawaiʻi in recorded history. Forming on September 5, 1992, during the strong 1990–1995 El Niño, Iniki was one of eleven Central Pacific tropical cyclones during that season. It attained tropical storm status on September 8 and further intensified into a hurricane the next day. After turning north, Iniki struck the island of Kauaʻi on September 11 at peak intensity; it had winds of 145 mph and reached Category 4 status on the Saffir–Simpson hurricane scale. It had recorded wind gusts of 225 mph (362 km/h) as evidenced by an anemometer that was found blown into the forest during clean up. It was the first hurricane to hit the state since Hurricane Iwa in the 1982 season, and is the only known major hurricane to hit the state. Iniki dissipated on September 13 about halfway between Hawaii and Alaska.
Iniki caused around \$3.1 billion (equivalent to \$ billion in ) in damage and six deaths, making it the costliest natural disaster on record in the state. At the time, Iniki was the third-costliest United States hurricane. The storm struck just 18 days after Hurricane Andrew, the costliest tropical cyclone ever at the time, struck Florida.
The Central Pacific Hurricane Center (CPHC) failed to issue tropical cyclone warnings and watches 24 hours in advance. Despite the lack of early warning, only six deaths ensued. Damage was greatest on Kauaʻi, where the hurricane destroyed more than 1,400 houses and severely damaged more than 5,000. Though not directly in the path of the eye, Oʻahu experienced moderate damage from wind and storm surge.
## Meteorological history
The origin of Iniki is unclear, but it possibly began as a tropical wave that exited the west African coast on August 18. It moved westward across northern South America and later Central America, entering the eastern Pacific Ocean on August 28. On September 5, Tropical Depression Eighteen-E developed from the wave, located about 1,700 miles (2,700 km) southwest of the southern tip of the Baja California peninsula, or 1,550 miles (2,490 km) east-southeast of Hilo. Upon its formation, the depression had a ragged area of convection, and the National Hurricane Center anticipated minimal strengthening over the subsequent few days. This was due to the convective structure having poorly-defined outflow, or ventilation. Warm sea surface temperatures, 2–5° F (1–3° C) above normal, were considered a positive factor. On September 6, the depression crossed 140° W, entering the area of warning responsibility of the Central Pacific Hurricane Center (CPHC). On that day, the CPHC anticipated that the depression would dissipate within 24 hours, and the agency ceased issuing advisories; however, the depression reorganized on the next day, and warnings were re-issued. Steered by a subtropical ridge to the north, the depression continued westward, or slightly south of due west. On September 8, the CPHC upgraded the depression to tropical storm status, giving it the name Iniki, which is Hawaiian for a sharp and piercing wind.
Iniki gradually intensified as its track shifted to the north. The storm moved around the western edge of the subtropical ridge, which was weakening due to an upper-level trough that was moving eastward from the International Date Line. Typically, the subtropical ridge keeps storms away from the Hawaiian islands. On September 9, Iniki strengthened into a hurricane, and the next day it passed about 300 miles (480 km) south of Ka Lae, or the southernmost point of the Big Island of Hawaii. The hurricane slowed and curved toward the north while continuing to intensify. On September 10, a reconnaissance aircraft flew into Iniki, observing sustained winds of 115 mph (185 km/h), which is a major hurricane, or a Category 3 on the Saffir-Simpson scale. The approaching trough caused Iniki to accelerate to the north-northeast toward the western Hawaiian islands.
On September 11, a reconnaissance aircraft observed maximum sustained winds of 145 mph (233 km/h), with gusts to 173 mph (278 km/h), making it a Category 4 hurricane. The flight also observed a minimum barometric pressure of 938 mbar (27.7 inHg), which was the lowest ever observed in the Central Pacific at the time. At that time, the hurricane was located about 130 mi (210 km) southwest of Lihue. Iniki weakened slightly after its peak, and its eye made landfall on the southern coast of Kauai near Waimea with winds of 140 mph (230 km/h), making it the strongest hurricane on record to strike Hawaii. Iniki moved rapidly across the island, and about 40 minutes after landfall, the hurricane re-emerged into the Pacific Ocean as it accelerated away from the state. The hurricane thereafter weakened, dropping to tropical storm status by September 13. That day, Iniki transitioned into an extratropical cyclone as it became integrated with an approaching cold front, while located about halfway between Hawaii and Alaska.
## Preparations
While Iniki was in its development stages, various tropical cyclone forecast models anticipated a range of possibilities for the hurricane's future trajectory, ranging from a landfall on the Big Island to a path to the west, away from the state. The hurricane initially followed a trajectory similar to other storms in the region, passing south of the state. The CPHC relied on the Miami-based National Hurricane Center for the models, and lacked a detailed analysis on each model run, which caused errors in forecasting. The agency also had limited satellite imagery and direct observations to track the hurricane. As such, the CPHC failed to issue tropical cyclone warnings and watches for the hurricane well in advance, although the agency warned for the potential of high surf. For several days prior to the disaster, the CPHC and the news media forecast Iniki to remain well south of the island chain.
Two days before the storm struck, the Naval Western Oceanography Center on Oʻahu recommended that the United States Navy fleet at the Pearl Harbor Shipyard to start storm preparations. A few Naval facilities were evacuated, some ahead of official hurricane warnings from the CPHC. Early on September 11, less than 24 hours before Iniki made landfall, the CPHC issued a hurricane watch for Kauaʻi, Niihau, and the northwestern Hawaiian islands to the French Frigate Shoals. A few hours later, the agency upgraded the watch to a hurricane warning for Kauaʻi and Niihau. A hurricane warning was later issued for Oʻahu, while a tropical storm watch was issued for the islands of Maui County. Warning sirens blared on Kauaʻi and Oʻahu to warn the public of the approaching storm. The hurricane warning for Kauaʻi was downgraded to a tropical storm warning after Iniki departed the island, causing some confusion whether there was another storm approaching the area. Reports about the storm were disseminated by radio, newspapers, and news stations. After the hurricane warnings were issued, TV stations began 24 hour coverage dedicated to the storm. Residents responded well to the hurricane, in part due to the scenes of destruction from Hurricane Andrew in south Florida just three weeks prior. Iniki nearly struck the Central Pacific Hurricane Center in Honolulu. Had it hit there, Iniki, along with Hurricane Andrew and Typhoon Omar, would have struck each of the three National Weather Service offices responsible for tropical cyclone warnings within a two-month period.
In response to the approaching hurricane, about 38,000 people evacuated to public shelters, including 8,000 on Kauaʻi and 30,000 people in Oʻahu. On Kauaʻi, schools were canceled, and the traffic was light during the evacuation, with streets clear by mid-morning. Rather than sending tourists to public shelters, two major hotels kept their occupants in the buildings during Iniki's passage of Kauaʻi. Some residents rode out the hurricane in their homes. According to a post-storm survey, there was no one on the island who did not hear about the impending storm. On Oʻahu, all schools, and most businesses, were closed during the storm's passage. Only critical government employees worked during the storm. Officials opened 110 public shelters on Oʻahu, including some schools meant for refuge only; this meant that they did not provide food, cots, blankets, medications or other comfort items. Roughly one-third of Oʻahu's population participated in the evacuation, though many others went to the house of a family member or friend for shelter. Officials assessed that the execution of the evacuations went well, beginning with the vulnerable coastal area. For those in need, vans and buses gave emergency transportation, while police manned certain overused intersections. The two main problems that occurred during the evacuation were lack of parking at shelters and exit routes for the coastlines. On the Big Island, officials ordered for residents within 300 ft (91 m) of the coastline to evacuate to higher ground.
## Impact
Hurricane Iniki was the costliest hurricane to strike the state of Hawaiʻi, causing \$3.1 billion in damage. That made it the third-costliest United States hurricane at the time, behind Hurricane Hugo in 1989 and Hurricane Andrew in August 1992, one month prior to Iniki. It was the first significant hurricane to threaten the state since Hurricane Iwa ten years prior. Iniki affected all of Hawaii with high waves and strong winds, with the worst impacts on the island of Kauaʻi. Seven people died during the hurricane – three on Kauaʻi, two offshore, and two on Oahu. The low death toll was likely due to well-executed warnings and preparation. Of the offshore deaths, two were Japanese nationals who died when their boat capsized south of Kauaʻi. There were also around 100 storm-related injuries throughout the state, some of which occurred during the hurricane's aftermath.
### Kauaʻi
Hurricane Iniki made landfall on the south-central portion of Kauaʻi, and moved across the island in 40 minutes. Much of the island experienced sustained winds of 100 to 120 mph (160 to 190 km/h). Wind gusts were estimated at 175 mph (282 km/h) at landfall. There was an uncalibrated wind gust of 217 mph (349 km/h) at Makaha Ridge, located at the top of a cliff. A station at Makahuena Point recorded a gust of 143 mph (230 km/h). Based on the island's damage patterns, meteorologist Ted Fujita estimated there were as many as 26 microbursts, which are sudden downdrafts of wind capable of reaching 200 mph (320 km/h). There were also two mini-swirls, which are small localized swirls within the eyewall. In general, the winds descending the island's mountains were more damaging than the upslope winds. In addition to its strong winds, Iniki lashed the southern Kauaʻi coastline with a 4 to 6 m (13 to 20 ft) storm surge, or rise in water. On top of the surge, the hurricane produced wave heights of 17 ft (5.2 m), with a high water mark of 22.2 ft (6.8 m) at Waikomo Stream near Koloa. The high waves left a debris line more than 800 feet (240 m) inland. Because it moved quickly through the island, there were no reports of significant rainfall.
Iniki's passage left extensive damage throughout Kauaʻi, with 14,350 homes damaged to some degree. Only the western portion of the island escaped the severe damage. Three people died on the island – one due to flying debris, one to a collapsed house, and one due to a heart attack. Across Kauaʻi, Iniki destroyed 1,421 houses, including 63 that were lost from the high waves and water. The hurricane also severely damaged 5,152 homes, while 7,178 received minor damage, which left more than 7,000 people homeless. High waters damaged several hotels and condominiums along the island's southern shore. A few were restored quickly, though some took several years to be rebuilt. One hotel—the Coco Palms Resort famous for Elvis Presley's Blue Hawaii—never reopened after the hurricane.
Hurricane Iniki's making landfall during daylight hours, combined with the popularity of camcorders, led many Kauaʻi residents to record much of the damage as it was occurring. The footage was later used to create an hour-long video documentary. Commercial air service was suspended.
Iniki's high winds also downed 26.5% of the island's transmission poles, 37% of its distribution poles, and 35% of its 800-mile (1,300 km) distribution wire system. The entire island lacked electricity and television service for an extended period of time. Electric companies restored only 20% of the island's power service within four weeks of Iniki, while other areas were without power for up to three to four months. Also affected by the storm was the agricultural sector. Though much of the sugar cane was already harvested, what was left was severely damaged. The winds destroyed tender tropical plants like bananas and papayas and uprooted or damaged fruit and nut trees.
The high winds stripped much of Kauai from its vegetation, wrecking sugar cane fields, as well as fruit and nut trees.
Among those on Kauaʻi was filmmaker Steven Spielberg, who was preparing for the final day of on-location shooting of the film Jurassic Park. He and the 130 of his cast and crew remained safely in a hotel during Iniki's passage. According to Spielberg, "every single structure was in shambles; roofs and walls were torn away; telephone poles and trees were down as far as the eye could see." Spielberg included footage of Iniki battering the Kaua'i coastal walls as part of the completed film, where a tropical storm makes up a pivotal part of the plot. Members of the film's crew helped to clear some of the debris off of nearby roads.
### Elsewhere
East of the hurricane's landfall, Oʻahu received tropical storm-force winds during Iniki's passage along its southwestern coast, with an island-wide peak gust of 82 mph (132 km/h) in Waianae. The outer rainbands of the hurricane spawned an F1 tornado in Nānākuli, also on Oʻahu. Along western Oahu, Iniki produced a 2 to 4 ft (0.61 to 1.22 m) surge, with 17 ft (5.2 m) waves recorded near Mākaha. Prolonged periods of high waves severely eroded and damaged the southwestern coast of Oʻahu, with the areas most affected being Barbers Point through Kaʻena. The Waiʻanae coastline experienced the most damage, with waves and storm surge flooding the second floor of beachside apartments. In all, Hurricane Iniki caused several million dollars in property damage, and two deaths on Oʻahu.
High swells affected the southwestern coasts of Maui and the Big Island, which damaged boats, harbors, and coastal structures. On the Big Island, seas of 10 ft (3.0 m) were reported, along with 40 mph (65 km/h) winds. The high waves damaged 12 homes on the Big Island. In Honokōhau Harbor, three or four sailboats were tossed onto the rocks and one trimaran at another harbor was sunk. A beach near Napoʻopoʻo on Kealakekua Bay lost some sand and to this day has never been the same.
## Aftermath
Immediately after the storm, many were relieved to have survived the worst of the Category 4 hurricane; their complacency turned to apprehensiveness due to lack of information, as every radio station was out and there was no news available for several days. Because Iniki knocked out electrical power for most of the island, communities held parties to necessarily consume perishable food from unpowered refrigerators and freezers and many hotels prepared and hosted free meals to use up their perishables. Though some food markets allowed those affected to take what they needed, many Kauaʻi citizens insisted on paying. In addition, entertainers from all of Hawaiʻi, including Graham Nash (who owns a home on the north shore of Kauaʻi) and the Honolulu Symphony, provided free concerts to the victims.
Three days after Iniki struck Hawaii, the NOAA Assistant Administrator for Weather Services directed that a disaster survey team investigate the warnings and responsiveness to the hurricane. The passages of Iwa and Iniki within a ten-year period increased public awareness of hurricanes in Hawaii.
The film Jurassic Park was being filmed at the time; the sets used for the deleted scene where Mr. Arnold goes to the shed to turn the power on were destroyed, and the cast and crew took shelter in a hotel. Shots of Iniki made it in to the final film. Looting occurred in the aftermath of Iniki, though it was very minor. A group of Army Corps of Engineers, who experienced the looting of Hurricane Andrew just weeks before, were surprised at the overall calmness and lack of violence on the island. Although electrical power was restored to most of the island approximately six weeks following the hurricane, students returned to Kauaʻi public schools two weeks after the disaster. Kauaʻi citizens remained hopeful for monetary aid from the government or insurance companies, though after six months they felt annoyed with the lack of help. The military effectively provided aid for their immediate needs including prepared meals and passing out MREs (meals ready to eat), though, and help arrived before local officials requested aid.
By four weeks after the hurricane, only 20% of power was restored on Kauaʻi, following the island-wide blackout. Amateur radio proved to be extremely helpful during the three weeks after the storm, with volunteers coming from the neighboring islands as well as from around the Pacific to assist in the recovery. There was support of local government communications in Lihue in the first week of recovery as well as a hastily organized effort by local operators to assist with the American Red Cross and their efforts to provide shelters and disaster relief centers across Kauaʻi.
In the months after the storm, many insurance companies left Hawaiʻi. To combat this, State Governor John D. Waihee III enacted the Hurricane Relief Fund in 1993 to help unprotected Hawaiʻi residents. The fund was never needed for another Hawaiʻi hurricane, and it was stopped in 2000 when insurance companies returned to the island.
Iniki ravaged the native forest bird population across multiple islands, and doubtless hastened the extinction of the Kauaʻi ʻōʻō. Also, it is thought that the hurricane blew apart many chicken coops, some possibly used to house fighting chickens; this caused a dramatic increase in the numbers of feral chickens roaming Kauaʻi.
The name Iniki was retired due to this storm's impacts, and was replaced with Iolana in the Central North Pacific tropical storm list.
## In popular culture
The events and survivor accounts of the hurricane were featured in an episode of The Weather Channel docuseries Storm Stories titled "Iniki Jurassic", the 6th episode of the GRB Entertainment docuseries Earth's Fury (also known as Anatomy of Disaster outside the United States) titled "Hurricane Force", the 2008 4th episode of the Discovery Channel reality television series Destroyed in Seconds, the 1996 Fox television special When Disasters Strike, and the 1999 11th episode of the reality television series World's Most Amazing Videos.
The archival footage of the hurricane is shown on the 2004 film The Day After Tomorrow, in a scene that is set in New York City.
## See also
- Tropical cyclones in 1992
- List of Category 4 Pacific hurricanes
- List of Hawai'i hurricanes
- List of Pacific hurricanes
- List of retired Pacific hurricane names
- Typhoon Higos (2002) – a storm that took a very similar trajectory to that of Iniki, albeit thousands of miles west of Hawaii, becoming one of the strongest typhoons to strike Tokyo
- Hurricane Lane (2018) – another powerful storm that threatened to strike Hawaii as a strong hurricane, but instead turned westward out to sea, bringing record amounts of rainfall to the islands
- Hurricane Walaka (2018) – took a similar track, making a 90° northward turn under the influence of an upper level trough, but stayed to the west of the main Hawaiian islands |
25,000,433 | Waveguide filter | 1,068,646,862 | Electronic filter that is constructed with waveguide technology | [
"Linear filters",
"Microwave technology"
]
| A waveguide filter is an electronic filter constructed with waveguide technology. Waveguides are hollow metal conduits inside which an electromagnetic wave may be transmitted. Filters are devices used to allow signals at some frequencies to pass (the passband), while others are rejected (the stopband). Filters are a basic component of electronic engineering designs and have numerous applications. These include selection of signals and limitation of noise. Waveguide filters are most useful in the microwave band of frequencies, where they are a convenient size and have low loss. Examples of microwave filter use are found in satellite communications, telephone networks, and television broadcasting.
Waveguide filters were developed during World War II to meet the needs of radar and electronic countermeasures, but afterwards soon found civilian applications such as use in microwave links. Much of post-war development was concerned with reducing the bulk and weight of these filters, first by using new analysis techniques that led to elimination of unnecessary components, then by innovations such as dual-mode cavities and novel materials such as ceramic resonators.
A particular feature of waveguide filter design concerns the mode of transmission. Systems based on pairs of conducting wires and similar technologies have only one mode of transmission. In waveguide systems, any number of modes are possible. This can be both a disadvantage, as spurious modes frequently cause problems, and an advantage, as a dual-mode design can be much smaller than the equivalent waveguide single mode design. The chief advantages of waveguide filters over other technologies are their ability to handle high power and their low loss. The chief disadvantages are their bulk and cost when compared with technologies such as microstrip filters.
There is a wide array of different types of waveguide filters. Many of them consist of a chain of coupled resonators of some kind that can be modelled as a ladder network of LC circuits. One of the most common types consists of a number of coupled resonant cavities. Even within this type, there are many subtypes, mostly differentiated by the means of coupling. These coupling types include apertures, irises, and posts. Other waveguide filter types include dielectric resonator filters, insert filters, finline filters, corrugated-waveguide filters, and stub filters. A number of waveguide components have filter theory applied to their design, but their purpose is something other than to filter signals. Such devices include impedance matching components, directional couplers, and diplexers. These devices frequently take on the form of a filter, at least in part.
## Scope
The common meaning of waveguide, when the term is used unqualified, is the hollow metal kind (or occasionally dielectric filled), but other waveguide technologies are possible. The scope of this article is limited to the metal-conduit type. The post-wall waveguide structure is something of a variant, but is related enough to include in this article—the wave is mostly surrounded by conducting material. It is possible to construct waveguides out of dielectric rods, the most well known example being optical fibres. This subject is outside the scope of the article with the exception that dielectric rod resonators are sometimes used inside hollow metal waveguides. Transmission line technologies such as conducting wires and microstrip can be thought of as waveguides, but are not commonly called such and are also outside the scope of this article.
## Basic concepts
### Filters
In electronics, filters are used to allow signals of a certain band of frequencies to pass while blocking others. They are a basic building block of electronic systems and have a great many applications. Amongst the uses of waveguide filters are the construction of duplexers, diplexers, and multiplexers; selectivity and noise limitation in receivers; and harmonic distortion suppression in transmitters.
### Waveguides
Waveguides are metal conduits used to confine and direct radio signals. They are usually made of brass, but aluminium and copper are also used. Most commonly they are rectangular, but other cross-sections such as circular or elliptical are possible. A waveguide filter is a filter composed of waveguide components. It has much the same range of applications as other filter technologies in electronics and radio engineering but is very different mechanically and in principle of operation.
The technology used for constructing filters is chosen to a large extent by the frequency of operation that is expected, although there is a large amount of overlap. Low frequency applications such as audio electronics use filters composed of discrete capacitors and inductors. Somewhere in the very high frequency band, designers switch to using components made of pieces of transmission line. These kinds of designs are called distributed element filters. Filters made from discrete components are sometimes called lumped element filters to distinguish them. At still higher frequencies, the microwave bands, the design switches to waveguide filters, or sometimes a combination of waveguides and transmission lines.
Waveguide filters have much more in common with transmission line filters than lumped element filters; they do not contain any discrete capacitors or inductors. However, the waveguide design may frequently be equivalent (or approximately so) to a lumped element design. Indeed, the design of waveguide filters frequently starts from a lumped element design and then converts the elements of that design into waveguide components.
### Modes
One of the most important differences in the operation of waveguide filters compared to transmission line designs concerns the mode of transmission of the electromagnetic wave carrying the signal. In a transmission line, the wave is associated with electric currents on a pair of conductors. The conductors constrain the currents to be parallel to the line, and consequently both the magnetic and electric components of the electromagnetic field are perpendicular to the direction of travel of the wave. This transverse mode is designated TEM (transverse electromagnetic). On the other hand, there are infinitely many modes that any completely hollow waveguide can support, but the TEM mode is not one of them. Waveguide modes are designated either TE (transverse electric) or TM (transverse magnetic), followed by a pair of suffixes identifying the precise mode.
This multiplicity of modes can cause problems in waveguide filters when spurious modes are generated. Designs are usually based on a single mode and frequently incorporate features to suppress the unwanted modes. On the other hand, advantage can be had from choosing the right mode for the application, and even sometimes making use of more than one mode at once. Where only a single mode is in use, the waveguide can be modelled like a conducting transmission line and results from transmission line theory can be applied.
### Cutoff
Another feature peculiar to waveguide filters is that there is a definite frequency, the cutoff frequency, below which no transmission can take place. This means that in theory low-pass filters cannot be made in waveguides. However, designers frequently take a lumped element low-pass filter design and convert it to a waveguide implementation. The filter is consequently low-pass by design and may be considered a low-pass filter for all practical purposes if the cutoff frequency is below any frequency of interest to the application. The waveguide cutoff frequency is a function of transmission mode, so at a given frequency, the waveguide may be usable in some modes but not others. Likewise, the guide wavelength (λ<sub>g</sub>) and characteristic impedance (Z<sub>0</sub>) of the guide at a given frequency also depend on mode.
### Dominant mode
The mode with the lowest cutoff frequency of all the modes is called the dominant mode. Between cutoff and the next highest mode, this is the only mode it is possible to transmit, which is why it is described as dominant. Any spurious modes generated are rapidly attenuated along the length of the guide and soon disappear. Practical filter designs are frequently made to operate in the dominant mode.
In rectangular waveguide, the TE<sub>10</sub> mode (shown in figure 2) is the dominant mode. There is a band of frequencies between the dominant mode cutoff and the next highest mode cutoff in which the waveguide can be operated without any possibility of generating spurious modes. The next highest cutoff modes are TE<sub>20</sub>, at exactly twice the TE<sub>10</sub> mode, and TE<sub>01</sub> which is also twice TE<sub>10</sub> if the waveguide used has the commonly used aspect ratio of 2:1. The lowest cutoff TM mode is TM<sub>11</sub> (shown in figure 2) which is $\scriptstyle \sqrt 5$ times the dominant mode in 2:1 waveguide. Thus, there is an octave over which the dominant mode is free of spurious modes, although operating too close to cutoff is usually avoided because of phase distortion.
In circular waveguide, the dominant mode is TE<sub>11</sub> and is shown in figure 2. The next highest mode is TM<sub>01</sub>. The range over which the dominant mode is guaranteed to be spurious-mode free is less than that in rectangular waveguide; the ratio of highest to lowest frequency is approximately 1.3 in circular waveguide, compared to 2.0 in rectangular guide.
### Evanescent modes
Evanescent modes are modes below the cutoff frequency. They cannot propagate down the waveguide for any distance, dying away exponentially. However, they are important in the functioning of certain filter components such as irises and posts, described later, because energy is stored in the evanescent wave fields.
## Advantages and disadvantages
Like transmission line filters, waveguide filters always have multiple passbands, replicas of the lumped element prototype. In most designs, only the lowest frequency passband is useful (or lowest two in the case of band-stop filters) and the rest are considered unwanted spurious artefacts. This is an intrinsic property of the technology and cannot be designed out, although design can have some control over the frequency position of the spurious bands. Consequently, in any given filter design, there is an upper frequency beyond which the filter will fail to carry out its function. For this reason, true low-pass and high-pass filters cannot exist in waveguide. At some high frequency there will be a spurious passband or stopband interrupting the intended function of the filter. But, similar to the situation with waveguide cutoff frequency, the filter can be designed so that the edge of the first spurious band is well above any frequency of interest.
The range of frequencies over which waveguide filters are useful is largely determined by the waveguide size needed. At lower frequencies the waveguide needs to be impractically large in order to keep the cutoff frequency below the operational frequency. On the other hand, filters whose operating frequencies are so high that the wavelengths are sub-millimetre cannot be manufactured with normal machine shop processes. At frequencies this high, fibre-optic technology starts to become an option.
Waveguides are a low-loss medium. Losses in waveguides mostly come from ohmic dissipation caused by currents induced in the waveguide walls. Rectangular waveguide has lower loss than circular waveguide and is usually the preferred format, but the TE<sub>01</sub> circular mode is very low loss and has applications in long-distance communications. Losses can be reduced by polishing the internal surfaces of the waveguide walls. In some applications which require rigorous filtering, the walls are plated with a thin layer of gold or silver to improve surface conductivity. An example of such requirements is satellite applications which require low loss, high selectivity, and linear group delay from their filters.
One of the main advantages of waveguide filters over TEM mode technologies is the quality of their resonators. Resonator quality is characterised by a parameter called Q factor, or just Q. The Q of waveguide resonators is in the thousands, orders of magnitude higher than TEM mode resonators. The resistance of conductors, especially in wound inductors, limits the Q of TEM resonators. This improved Q leads to better performing filters in waveguides, with greater stop band rejection. The limitation to Q in waveguides comes mostly from the ohmic losses in the walls described earlier, but silver plating the internal walls can more than double Q.
Waveguides have good power handling capability, which leads to filter applications in radar. Despite the performance advantages of waveguide filters, microstrip is often the preferred technology due to its low cost. This is especially true for consumer items and the lower microwave frequencies. Microstrip circuits can be manufactured by cheap printed circuit technology, and when integrated on the same printed board as other circuit blocks they incur little additional cost.
## History
The idea of a waveguide for electromagnetic waves was first suggested by Lord Rayleigh in 1897. Rayleigh proposed that a coaxial transmission line could have the centre conductor removed, and waves would still propagate down the inside of the remaining cylindrical conductor despite there no longer being a complete electrical circuit of conductors. He described this in terms of the wave reflecting repeatedly off the internal wall of the outer conductor in a zig-zag fashion as it progressed down the waveguide. Rayleigh was also the first to realise that there was a critical wavelength, the cutoff wavelength, proportional to the cylinder diameter, above which wave propagation is not possible. However, interest in waveguides waned because lower frequencies were more suitable for long-distance radio communication. Rayleigh's results were forgotten for a time and had to be rediscovered by others in the 1930s when interest in microwaves revived. Waveguides were first developed, in a circular form, by George Clark Southworth and J. F. Hargreaves in 1932.
The first analogue filter design which went beyond a simple single resonator was created by George Ashley Campbell in 1910 and marked the beginning of filter theory. Campbell's filter was a lumped-element design of capacitors and inductors suggested by his work with loading coils. Otto Zobel and others quickly developed this further. Development of distributed element filters began in the years before World War II. A major paper on the subject was published by Mason and Sykes in 1937; a patent filed by Mason in 1927 may contain the first published filter design using distributed elements.
Mason and Sykes' work was focused on the formats of coaxial cable and balanced pairs of wires, but other researchers later applied the principles to waveguides as well. Much development on waveguide filters was carried out during World War II driven by the filtering needs of radar and electronic countermeasures. A good deal of this was at the MIT Radiation Laboratory (Rad Lab), but other laboratories in the US and the UK were also involved such as the Telecommunications Research Establishment in the UK. Amongst the well-known scientists and engineers at Rad Lab were Julian Schwinger, Nathan Marcuvitz, Edward Mills Purcell, and Hans Bethe. Bethe was only at Rad Lab a short time but produced his aperture theory while there. Aperture theory is important for waveguide cavity filters, which were first developed at Rad Lab. Their work was published after the war in 1948 and includes an early description of dual-mode cavities by Fano and Lawson.
Theoretical work following the war included the commensurate line theory of Paul Richards. Commensurate lines are networks in which all the elements are the same length (or in some cases multiples of the unit length), although they may differ in other dimensions to give different characteristic impedances. Richards' transformation allows any lumped element design to be taken "as is" and transformed directly into a distributed element design using a very simple transform equation. In 1955 K. Kuroda published the transformations known as Kuroda's identities. These made Richard's work more usable in unbalanced and waveguide formats by eliminating the problematic series connected elements, but it was some time before Kuroda's Japanese work became widely known in the English speaking world. Another theoretical development was the network synthesis filter approach of Wilhelm Cauer in which he used the Chebyshev approximation to determine element values. Cauer's work was largely developed during World War II (Cauer was killed towards the end of it), but could not be widely published until hostilities ended. While Cauer's work concerns lumped elements, it is of some importance to waveguide filters; the Chebyshev filter, a special case of Cauer's synthesis, is widely used as a prototype filter for waveguide designs.
Designs in the 1950s started with a lumped element prototype (a technique still in use today), arriving after various transformations at the desired filter in a waveguide form. At the time, this approach was yielding fractional bandwidths no more than about 1/5. In 1957, Leo Young at Stanford Research Institute published a method for designing filters which started with a distributed element prototype, the stepped impedance prototype. This filter was based on quarter-wave impedance transformers of various widths and was able to produce designs with bandwidths up to an octave (a fractional bandwidth of 2/3). Young's paper specifically addresses directly coupled cavity resonators, but the procedure can equally be applied to other directly coupled resonator types.
The first published account of a cross-coupled filter is due to John R. Pierce at Bell Labs in a 1948 patent. A cross-coupled filter is one in which resonators that are not immediately adjacent are coupled. The additional degrees of freedom thus provided allow the designer to create filters with improved performance, or, alternatively, with fewer resonators. One version of Pierce's filter, shown in figure 3, uses circular waveguide cavity resonators to link between rectangular guide cavity resonators. This principle was not at first much used by waveguide filter designers, but it was used extensively by mechanical filter designers in the 1960s, particularly R. A. Johnson at Collins Radio Company.
The initial non-military application of waveguide filters was in the microwave links used by telecommunications companies to provide the backbone of their networks. These links were also used by other industries with large, fixed networks, notably television broadcasters. Such applications were part of large capital investment programs. They are now also used in satellite communications systems.
The need for frequency-independent delay in satellite applications led to more research into the waveguide incarnation of cross-coupled filters. Previously, satellite communications systems used a separate component for delay equalisation. The additional degrees of freedom obtained from cross-coupled filters held out the possibility of designing a flat delay into a filter without compromising other performance parameters. A component that simultaneously functioned as both filter and equaliser would save valuable weight and space. The needs of satellite communication also drove research into the more exotic resonator modes in the 1970s. Of particular prominence in this respect is the work of E. L. Griffin and F. A. Young, who investigated better modes for the 12-14 GHz band when this began to be used for satellites in the mid-1970s.
Another space-saving innovation was the dielectric resonator, which can be used in other filter formats as well as waveguide. The first use of these in a filter was by S. B. Cohn in 1965, using titanium dioxide as the dielectric material. Dielectric resonators used in the 1960s, however, had very poor temperature coefficients, typically 500 times worse than a mechanical resonator made of invar, which led to instability of filter parameters. Dielectric materials of the time with better temperature coefficients had too low a dielectric constant to be useful for space saving. This changed with the introduction of ceramic resonators with very low temperature coefficients in the 1970s. The first of these was from Massé and Pucel using barium tetratitanate at Raytheon in 1972. Further improvements were reported in 1979 by Bell Labs and Murata Manufacturing. Bell Labs' barium nonatitanate resonator had a dielectric constant of 40 and Q of 5000–10,000 at 2-7 GHz. Modern temperature-stable materials have a dielectric constant of about 90 at microwave frequencies, but research is continuing to find materials with both low loss and high permittivity; lower permittivity materials, such as zirconium stannate titanate (ZST) with a dielectric constant of 38, are still sometimes used for their low loss property.
An alternative approach to designing smaller waveguide filters was provided by the use of non-propagating evanescent modes. Jaynes and Edson proposed evanescent mode waveguide filters in the late 1950s. Methods for designing these filters were created by Craven and Young in 1966. Since then, evanescent mode waveguide filters have seen successful use where waveguide size or weight are important considerations.
A relatively recent technology being used inside hollow-metal-waveguide filters is finline, a kind of planar dielectric waveguide. Finline was first described by Paul Meier in 1972.
### Multiplexer history
Multiplexers were first described by Fano and Lawson in 1948. Pierce was the first to describe multiplexers with contiguous passbands. Multiplexing using directional filters was invented by Seymour Cohn and Frank Coale in the 1950s. Multiplexers with compensating immittance resonators at each junction are largely the work of E. G. Cristal and G. L. Matthaei in the 1960s. This technique is still sometimes used, but the modern availability of computing power has led to the more common use of synthesis techniques which can directly produce matching filters without the need for these additional resonators. In 1965 R. J. Wenzel discovered that filters which were singly terminated, rather than the usual doubly terminated, were complementary—exactly what was needed for a diplexer. Wenzel was inspired by the lectures of circuit theorist Ernst Guillemin.
Multi-channel, multi-octave multiplexers were investigated by Harold Schumacher at Microphase Corporation, and his results were published in 1976. The principle that multiplexer filters may be matched when joined together by modifying the first few elements, thus doing away with the compensating resonators, was discovered accidentally by E. J. Curly around 1968 when he mistuned a diplexer. A formal theory for this was provided by J. D. Rhodes in 1976 and generalised to multiplexers by Rhodes and Ralph Levy in 1979.
From the 1980s, planar technologies, especially microstrip, have tended to replace other technologies used for constructing filters and multiplexers, especially in products aimed at the consumer market. The recent innovation of post-wall waveguide allows waveguide designs to be implemented on a flat substrate with low-cost manufacturing techniques similar to those used for microstrip.
## Components
Waveguide filter designs frequently consist of two different components repeated a number of times. Typically, one component is a resonator or discontinuity with a lumped circuit equivalent of an inductor, capacitor, or LC resonant circuit. Often, the filter type will take its name from the style of this component. These components are spaced apart by a second component, a length of guide which acts as an impedance transformer. The impedance transformers have the effect of making alternate instances of the first component appear to be a different impedance. The net result is a lumped element equivalent circuit of a ladder network. Lumped element filters are commonly ladder topology, and such a circuit is a typical starting point for waveguide filter designs. Figure 4 shows such a ladder. Typically, waveguide components are resonators, and the equivalent circuit would be LC resonators instead of the capacitors and inductors shown, but circuits like figure 4 are still used as prototype filters with the use of a band-pass or band-stop transformation.
Filter performance parameters, such as stopband rejection and rate of transition between passband and stopband, are improved by adding more components and thus increasing the length of the filter. Where the components are repeated identically, the filter is an image parameter filter design, and performance is enhanced simply by adding more identical elements. This approach is typically used in filter designs which use a large number of closely spaced elements such as the waffle-iron filter. For designs where the elements are more widely spaced, better results can be obtained using a network synthesis filter design, such as the common Chebyshev filter and Butterworth filters. In this approach the circuit elements do not all have the same value, and consequently the components are not all the same dimensions. Furthermore, if the design is enhanced by adding more components then all the element values must be calculated again from scratch. In general, there will be no common values between the two instances of the design. Chebyshev waveguide filters are used where the filtering requirements are rigorous, such as satellite applications.
### Impedance transformer
An impedance transformer is a device which makes an impedance at its output port appear as a different impedance at its input port. In waveguide, this device is simply a short length of waveguide. Especially useful is the quarter-wave impedance transformer which has a length of λ<sub>g</sub>/4. This device can turn capacitances into inductances and vice versa. It also has the useful property of turning shunt-connected elements into series-connected elements and vice versa. Series-connected elements are otherwise difficult to implement in waveguide.
### Reflections and discontinuities
Many waveguide filter components work by introducing a sudden change, a discontinuity, to the transmission properties of the waveguide. Such discontinuities are equivalent to lumped impedance elements placed at that point. This arises in the following way: the discontinuity causes a partial reflection of the transmitted wave back down the guide in the opposite direction, the ratio of the two being known as the reflection coefficient. This is entirely analogous to a reflection on a transmission line where there is an established relationship between reflection coefficient and the impedance that caused the reflection. This impedance must be reactive, that is, it must be a capacitance or an inductance. It cannot be a resistance since no energy has been absorbed—it is all either transmitted onward or reflected. Examples of components with this function include irises, stubs, and posts, all described later in this article under the filter types in which they occur.
### Impedance step
An impedance step is an example of a device introducing a discontinuity. It is achieved by a step change in the physical dimensions of the waveguide. This results in a step change in the characteristic impedance of the waveguide. The step can be in either the E-plane (change of height) or the H-plane (change of width) of the waveguide.
## Resonant cavity filter
### Cavity resonator
A basic component of waveguide filters is the cavity resonator. This consists of a short length of waveguide blocked at both ends. Waves trapped inside the resonator are reflected back and forth between the two ends. A given geometry of cavity will resonate at a characteristic frequency. The resonance effect can be used to selectively pass certain frequencies. Their use in a filter structure requires that some of the wave is allowed to pass out of one cavity into another through a coupling structure. However, if the opening in the resonator is kept small then a valid design approach is to design the cavity as if it were completely closed and errors will be minimal. A number of different coupling mechanisms are used in different classes of filter.
The nomenclature for modes in a cavity introduces a third index, for example TE<sub>011</sub>. The first two indices describe the wave travelling up and down the length of the cavity, that is, they are the transverse mode numbers as for modes in a waveguide. The third index describes the longitudinal mode caused by the interference pattern of the forward travelling and reflected waves. The third index is equal to the number of half wavelengths down the length of the guide. The most common modes used are the dominant modes: TE<sub>101</sub> in rectangular waveguide, and TE<sub>111</sub> in circular waveguide. TE<sub>011</sub> circular mode is used where very low loss (hence high Q) is required but cannot be used in a dual-mode filter because it is circularly symmetric. Better modes for rectangular waveguide in dual-mode filters are TE<sub>103</sub> and TE<sub>105</sub>. However, even better is the TE<sub>113</sub> circular waveguide mode which can achieve a Q of 16,000 at 12 GHz.
### Tuning screw
Tuning screws are screws inserted into resonant cavities which can be adjusted externally to the waveguide. They provide fine tuning of the resonant frequency by inserting more, or less thread into the waveguide. Examples can be seen in the post filter of figure 1: each cavity has a tuning screw secured with jam nuts and thread-locking compound. For screws inserted only a small distance, the equivalent circuit is a shunt capacitor, increasing in value as the screw is inserted. However, when the screw has been inserted a distance λ/4 it resonates equivalent to a series LC circuit. Inserting it further causes the impedance to change from capacitive to inductive, that is, the arithmetic sign changes.
### Iris
An iris is a thin metal plate across the waveguide with one or more holes in it. It is used to couple together two lengths of waveguide and is a means of introducing a discontinuity. Some of the possible geometries of irises are shown in figure 5. An iris which reduces the width of a rectangular waveguide has an equivalent circuit of a shunt inductance, whereas one which restricts the height is equivalent to a shunt capacitance. An iris which restricts both directions is equivalent to a parallel LC resonant circuit. A series LC circuit can be formed by spacing the conducting portion of the iris away from the walls of the waveguide. Narrowband filters frequently use irises with small holes. These are always inductive regardless of the shape of the hole or its position on the iris. Circular holes are simple to machine, but elongated holes, or holes in the shape of a cross, are advantageous in allowing the selection of a particular mode of coupling.
Irises are a form of discontinuity and work by exciting evanescent higher modes. Vertical edges are parallel to the electric field (E field) and excite TE modes. The stored energy in TE modes is predominately in the magnetic field (H field), and consequently the lumped equivalent of this structure is an inductor. Horizontal edges are parallel to the H field and excite TM modes. In this case the stored energy is predominately in the E field and the lumped equivalent is a capacitor.
It is fairly simple to make irises that are mechanically adjustable. A thin plate of metal can be pushed in and out of a narrow slot in the side of the waveguide. The iris construction is sometimes chosen for this ability to make a variable component.
### Iris-coupled filter
An iris-coupled filter consists of a cascade of impedance transformers in the form of waveguide resonant cavities coupled together by irises. In high power applications capacitive irises are avoided. The reduction in height of the waveguide (the direction of the E field) causes the electric field strength across the gap to increase and arcing (or dielectric breakdown if the waveguide is filled with an insulator) will occur at a lower power than it would otherwise.
### Post filter
Posts are conducting bars, usually circular, fixed internally across the height of the waveguide and are another means of introducing a discontinuity. A thin post has an equivalent circuit of a shunt inductor. A row of posts can be viewed as a form of inductive iris.
A post filter consists of several rows of posts across the width of the waveguide which separate the waveguide into resonant cavities as shown in figure 7. Differing numbers of posts can be used in each row to achieve varying values of inductance. An example can be seen in figure 1. The filter operates in the same way as the iris-coupled filter but differs in the method of construction.
### Post-wall waveguide
A post-wall waveguide, or substrate integrated waveguide, is a more recent format that seeks to combine the advantages of low radiation loss, high Q, and high power handling of traditional hollow metal pipe waveguide with the small size and ease of manufacture of planar technologies (such as the widely used microstrip format). It consists of an insulated substrate pierced with two rows of conducting posts which stand in for the side walls of the waveguide. The top and bottom of the substrate are covered with conducting sheets making this a similar construction to the triplate format. The existing manufacturing techniques of printed circuit board or low temperature co-fired ceramic can be used to make post-wall waveguide circuits. This format naturally lends itself to waveguide post filter designs.
### Dual-mode filter
A dual-mode filter is a kind of resonant cavity filter, but in this case each cavity is used to provide two resonators by employing two modes (two polarizations), so halving the volume of the filter for a given order. This improvement in size of the filter is a major advantage in aircraft avionics and space applications. High quality filters in these applications can require many cavities which occupy significant space.
## Dielectric resonator filter
Dielectric resonators are pieces of dielectric material inserted into the waveguide. They are usually cylindrical since these can be made without machining but other shapes have been used. They can be made with a hole through the centre which is used to secure them to the waveguide. There is no field at the centre when the TE<sub>011</sub> circular mode is used so the hole has no adverse effect. The resonators can be mounted coaxial to the waveguide, but usually they are mounted transversally across the width as shown in figure 8. The latter arrangement allows the resonators to be tuned by inserting a screw through the wall of the waveguide into the centre hole of the resonator.
When dielectric resonators are made from a high permittivity material, such as one of the barium titanates, they have an important space saving advantage compared to cavity resonators. However, they are much more prone to spurious modes. In high-power applications, metal layers may be built into the resonators to conduct heat away since dielectric materials tend to have low thermal conductivity.
The resonators can be coupled together with irises or impedance transformers. Alternatively, they can be placed in a stub-like side-housing and coupled through a small aperture.
### Insert filter
In insert filters one or more metal sheets are placed longitudinally down the length of the waveguide as shown in figure 9. These sheets have holes punched in them to form resonators. The air dielectric gives these resonators a high Q. Several parallel inserts may be used in the same length of waveguide. More compact resonators may be achieved with a thin sheet of dielectric material and printed metallisation instead of holes in metal sheets at the cost of a lower resonator Q.
### Finline filter
Finline is a different kind of waveguide technology in which waves in a thin strip of dielectric are constrained by two strips of metallisation. There are a number of possible topological arrangements of the dielectric and metal strips. Finline is a variation of slot-waveguide but in the case of finline the whole structure is enclosed in a metal shield. This has the advantage that, like hollow metal waveguide, no power is lost by radiation. Finline filters can be made by printing a metallisation pattern on to a sheet of dielectric material and then inserting the sheet into the E-plane of a hollow metal waveguide much as is done with insert filters. The metal waveguide forms the shield for the finline waveguide. Resonators are formed by metallising a pattern on to the dielectric sheet. More complex patterns than the simple insert filter of figure 9 are easily achieved because the designer does not have to consider the effect on mechanical support of removing metal. This complexity does not add to the manufacturing costs since the number of processes needed does not change when more elements are added to the design. Finline designs are less sensitive to manufacturing tolerances than insert filters and have wide bandwidths.
## Evanescent-mode filter
It is possible to design filters that operate internally entirely in evanescent modes. This has space saving advantages because the filter waveguide, which often forms the housing of the filter, does not need to be large enough to support propagation of the dominant mode. Typically, an evanescent mode filter consists of a length of waveguide smaller than the waveguide feeding the input and output ports. In some designs this may be folded to achieve a more compact filter. Tuning screws are inserted at specific intervals along the waveguide producing equivalent lumped capacitances at those points. In more recent designs the screws are replaced with dielectric inserts. These capacitors resonate with the preceding length of evanescent mode waveguide which has the equivalent circuit of an inductor, thus producing a filtering action. Energy from many different evanescent modes is stored in the field around each of these capacitive discontinuities. However, the design is such that only the dominant mode reaches the output port; the other modes decay much more rapidly between the capacitors.
## Corrugated-waveguide filter
Corrugated-waveguide filters, also called ridged-waveguide filters, consist of a number of ridges, or teeth, that periodically reduce the internal height of the waveguide as shown in figures 10 and 11. They are used in applications which simultaneously require a wide passband, good passband matching, and a wide stopband. They are essentially low-pass designs (above the usual limitation of the cutoff frequency), unlike most other forms which are usually band-pass. The distance between teeth is much smaller than the typical λ/4 distance between elements of other filter designs. Typically, they are designed by the image parameter method with all ridges identical, but other classes of filter such as Chebyshev can be achieved in exchange for complexity of manufacture. In the image design method the equivalent circuit of the ridges is modelled as a cascade of LC half sections. The filter operates in the dominant TE<sub>10</sub> mode, but spurious modes can be a problem when they are present. In particular, there is little stopband attenuation of TE<sub>20</sub> and TE<sub>30</sub> modes.
### Waffle-iron filter
The waffle-iron filter is a variant of the corrugated-waveguide filter. It has similar properties to that filter with the additional advantage that spurious TE<sub>20</sub> and TE<sub>30</sub> modes are suppressed. In the waffle-iron filter, channels are cut through the ridges longitudinally down the filter. This leaves a matrix of teeth protruding internally from the top and bottom surfaces of the waveguide. This pattern of teeth resembles a waffle iron, hence the name of the filter.
## Waveguide stub filter
A stub is a short length of waveguide connected to some point in the filter at one end and short-circuited at the other end. Open-circuited stubs are also theoretically possible, but an implementation in waveguide is not practical because electromagnetic energy would be emitted from the open end of the stub, resulting in high losses. Stubs are a kind of resonator, and the lumped element equivalent is an LC resonant circuit. However, over a narrow band, stubs can be viewed as an impedance transformer. The short-circuit is transformed into either an inductance or a capacitance depending on the stub length.
A waveguide stub filter is made by placing one or more stubs along the length of a waveguide, usually λ<sub>g</sub>/4 apart, as shown in figure 12. The ends of the stubs are blanked off to short-circuit them. When the short-circuited stubs are λ<sub>g</sub>/4 long the filter will be a band-stop filter and the stubs will have a lumped-element approximate equivalent circuit of parallel resonant circuits connected in series with the line. When the stubs are λ<sub>g</sub>/2 long, the filter will be a band-pass filter. In this case the lumped-element equivalent is series LC resonant circuits in series with the line.
## Absorption filter
Absorption filters dissipate the energy in unwanted frequencies internally as heat. This is in contrast to a conventional filter design where the unwanted frequencies are reflected back from the input port of the filter. Such filters are used where it is undesirable for power to be sent back towards the source. This is the case with high power transmitters where returning power can be high enough to damage the transmitter. An absorption filter may be used to remove transmitter spurious emissions such as harmonics or spurious sidebands. A design that has been in use for some time has slots cut in the walls of the feed waveguide at regular intervals. This design is known as a leaky-wave filter. Each slot is connected to a smaller gauge waveguide which is too small to support propagation of frequencies in the wanted band. Thus those frequencies are unaffected by the filter. Higher frequencies in the unwanted band, however, readily propagate along the side guides which are terminated with a matched load where the power is absorbed. These loads are usually a wedge shaped piece of microwave absorbent material. Another, more compact, design of absorption filter uses resonators with a lossy dielectric.
## Filter-like devices
There are many applications of filters whose design objectives are something other than rejection or passing of certain frequencies. Frequently, a simple device that is intended to work over only a narrow band or just one spot frequency will not look much like a filter design. However, a broadband design for the same item requires many more elements and the design takes on the nature of a filter. Amongst the more common applications of this kind in waveguide are impedance matching networks, directional couplers, power dividers, power combiners, and diplexers. Other possible applications include multiplexers, demultiplexers, negative-resistance amplifiers, and time-delay networks.
### Impedance matching
A simple method of impedance matching is stub matching with a single stub. However, a single stub will only produce a perfect match at one particular frequency. This technique is therefore only suitable for narrow band applications. To widen the bandwidth multiple stubs may be used, and the structure then takes on the form of a stub filter. The design proceeds as if it were a filter except that a different parameter is optimised. In a frequency filter typically the parameter optimised is stopband rejection, passband attenuation, steepness of transition, or some compromise between these. In a matching network the parameter optimised is the impedance match. The function of the device does not require a restriction of bandwidth, but the designer is nevertheless forced to choose a bandwidth because of the structure of the device.
Stubs are not the only format of filter than can be used. In principle, any filter structure could be applied to impedance matching, but some will result in more practical designs than others. A frequent format used for impedance matching in waveguide is the stepped impedance filter. An example can be seen in the duplexer pictured in figure 13.
### Directional couplers and power combiners
Directional couplers, power splitters, and power combiners are all essentially the same type of device, at least when implemented with passive components. A directional coupler splits a small amount of power from the main line to a third port. A more strongly coupled, but otherwise identical, device may be called a power splitter. One that couples exactly half the power to the third port (a 3 dB coupler) is the maximum coupling achievable without reversing the functions of the ports. Many designs of power splitter can be used in reverse, whereupon they become power combiners.
A simple form of directional coupler is two parallel transmission lines coupled together over a λ/4 length. This design is limited because the electrical length of the coupler will only be λ/4 at one specific frequency. Coupling will be a maximum at this frequency and fall away on either side. Similar to the impedance matching case, this can be improved by using multiple elements, resulting in a filter-like structure. A waveguide analogue of this coupled lines approach is the Bethe-hole directional coupler in which two parallel waveguides are stacked on top of each other and a hole provided for coupling. To produce a wideband design, multiple holes are used along the guides as shown in figure 14 and a filter design applied. It is not only the coupled-line design that suffers from being narrow band, all simple designs of waveguide coupler depend on frequency in some way. For instance the rat-race coupler (which can be implemented directly in waveguide) works on a completely different principle but still relies on certain lengths being exact in terms of λ.
### Diplexers and duplexers
A diplexer is a device used to combine two signals occupying different frequency bands into a single signal. This is usually to enable two signals to be transmitted simultaneously on the same communications channel, or to allow transmitting on one frequency while receiving on another. (This specific use of a diplexer is called a duplexer.) The same device can be used to separate the signals again at the far end of the channel. The need for filtering to separate the signals while receiving is fairly self-evident but it is also required even when combining two transmitted signals. Without filtering, some of the power from source A will be sent towards source B instead of the combined output. This will have the detrimental effects of losing a portion of the input power and loading source A with the output impedance of source B thus causing mismatch. These problems could be overcome with the use of a 3 dB directional coupler, but as explained in the previous section, a wideband design requires a filter design for directional couplers as well.
Two widely spaced narrowband signals can be diplexed by joining together the outputs of two appropriate band-pass filters. Steps need to be taken to prevent the filters from coupling to each other when they are at resonance which would cause degradation of their performance. This can be achieved by appropriate spacing. For instance, if the filters are of the iris-coupled type then the iris nearest to the filter junction of filter A is placed λ<sub>gb</sub>/4 from the junction where λ<sub>gb</sub> is the guide wavelength in the passband of filter B. Likewise, the nearest iris of filter B is placed λ<sub>ga</sub>/4 from the junction. This works because when filter A is at resonance, filter B is in its stopband and only loosely coupled and vice versa. An alternative arrangement is to have each filter joined to a main waveguide at separate junctions. A decoupling resonator is placed λ<sub>g</sub>/4 from the junction of each filter. This can be in the form of a short-circuited stub tuned to the resonant frequency of that filter. This arrangement can be extended to multiplexers with any number of bands.
For diplexers dealing with contiguous passbands proper account of the crossover characteristics of filters needs to be considered in the design. An especially common case of this is where the diplexer is used to split the entire spectrum into low and high bands. Here a low-pass and a high-pass filter are used instead of band-pass filters. The synthesis techniques used here can equally be applied to narrowband multiplexers and largely remove the need for decoupling resonators.
### Directional filters
A directional filter is a device that combines the functions of a directional coupler and a diplexer. As it is based on a directional coupler it is essentially a four-port device, but like directional couplers, port 4 is commonly permanently terminated internally. Power entering port 1 exits port 3 after being subject to some filtering function (usually band-pass). The remaining power exits port 2, and since no power is absorbed or reflected this will be the exact complement of the filtering function at port 2, in this case band-stop. In reverse, power entering ports 2 and 3 is combined at port 1, but now the power from the signals rejected by the filter is absorbed in the load at port 4. Figure 15 shows one possible waveguide implementation of a directional filter. Two rectangular waveguides operating in the dominant TE<sub>10</sub> mode provide the four ports. These are joined together by a circular waveguide operating in the circular TE<sub>11</sub> mode. The circular waveguide contains an iris coupled filter with as many irises as needed to produce the required filter response.
## Glossary |
59,639,680 | Charles H. Stonestreet | 1,166,155,598 | 19th-century American Jesuit priest | [
"1813 births",
"1885 deaths",
"19th-century American Jesuits",
"19th-century American educators",
"Catholics from Maryland",
"Deans and Prefects of Studies of the Georgetown University College of Arts & Sciences",
"Georgetown University College of Arts & Sciences alumni",
"Georgetown University faculty",
"Pastors of Holy Trinity Catholic Church (Washington, D.C.)",
"Pastors of St. Aloysius Church (Washington, D.C.)",
"Pastors of St. John the Evangelist Catholic Church (Frederick, Maryland)",
"People from Port Tobacco Village, Maryland",
"People of Maryland in the American Civil War",
"Philodemic Society members",
"Presidents of Georgetown University",
"Presidents of Gonzaga College High School",
"Provincial superiors of the Jesuit Maryland Province"
]
| Charles Henry Stonestreet SJ (November 21, 1813 – July 3, 1885) was an American Catholic priest and Jesuit who served in prominent religious and academic positions, including as provincial superior of the Jesuit Maryland Province and president of Georgetown University. He was born in Maryland and attended Georgetown University, where he co-founded the Philodemic Society. After entering the Society of Jesus and becoming a professor at Georgetown, he led St. John's Literary Institution and St. John the Evangelist Church in Frederick, Maryland. He was appointed president of Georgetown University in 1851, holding the office for two years, during which time he oversaw expansion of the university's library. The First Plenary Council of Baltimore was held at Georgetown during his tenure.
As provincial superior, Stonestreet worked with Anthony Ciampi in the aftermath of the devastating fire at the College of the Holy Cross, and addressed growing anti-Catholicism. Owing to violence from the Know Nothings, he forbade Jesuits from wearing their clerical attire in public or being addressed by their ecclesiastical titles. He later became president of Gonzaga College, where he oversaw the establishment and construction of St. Aloysius Church, of which he became the first pastor. In 1863, Stonestreet was involved in the legal incorporation of Boston College, and testified in court as to his knowledge of the conspirators in the assassination of President Abraham Lincoln, specifically Mary Surratt and Samuel Mudd. Later, he was assigned to Georgetown, parishes throughout Maryland and Washington, D.C., including as pastor of Holy Trinity Church in Georgetown, and Holy Cross, where he lived out his last years.
## Early life and education
Charles Henry Stonestreet was born on November 21, 1813, in Port Tobacco in Charles County, Maryland. His father was a distinguished lawyer who intended for Charles to enter the legal profession. Charles attended a classical school run by Philip Briscoe in St. Mary's County, before enrolling in Georgetown University in Washington, D.C., where he graduated in 1833.
There, he was a member of the Philodemic Society, and one of its founders, as he was among the group of students to sign the society's founding constitution in 1830. He delivered a speech at the 1830 commencement ceremony titled "The Claims of Aristotle on Posterity," as well as one at the graduation ceremony of 1833 titled "On Ancient Literature." Following his graduation, he entered the Society of Jesus on August 14, 1833. On July 28, 1835, Stonestreet officially received his Bachelor of Arts. While studying philosophy as a Jesuit scholastic, he taught French, mathematics, and grammar at Georgetown.
## Early career
Stonestreet then became a professor and prefect at Georgetown. As the prefects were only slightly older than the students among whom they enforced discipline, Stonestreet complained that the students were so disobedient that discipline would sometimes come to mutual blows between the prefect and students, comparing himself to a "prizefighter." During this time, James Curley was working on establishing the Georgetown Astronomical Observatory. While working on acquiring all the instruments needed to outfit the building, he informed Stonestreet in the winter of 1841 that he would need to purchase a meridian circle. Stonestreet offered him the \$2,000 () that his mother had bequeathed to him, which Curley used to obtain the instrument and begin using the observatory. On one occasion, Stonestreet was accompanying a group of thirty students on their annual vacation to St. Inigoes, Maryland. En route, their stagecoach overturned due to a reckless driver. All the passengers suffered only minor injuries, except Stonestreet, who was badly injured and sent back to Georgetown.
On July 4, 1843, Stonestreet was ordained a priest. He was sent on a mission to Alexandria, Virginia, before being appointed president of St. John's Literary Institution in Frederick, Maryland, in 1848, where he remained until 1850. At the same time, he was assigned to St. John the Evangelist Church in Frederick, Maryland, as an assistant curate to Thomas Lilly. Shortly after, he became the pastor of St. John the Evangelist Church, and remained there for two years. During this time, he had three assistants, one of whom was Anthony F. Ciampi. Simultaneously, he took charge of St. John's Literary Institution that year, succeeding Lilly as president. His tenure at both the church and the school came to a close at the end of 1850, and he was succeeded by Thomas F. Mulledy.
## Georgetown University
Stonestreet assumed the Presidency of Georgetown University on August 1, 1851. In May 1852, he commemorated the landing of the Catholic pilgrims in the Maryland Colony by traveling to St. Inigoes, Maryland, with Bishops James Oliver Van de Velde of Chicago, Richard Pius Miles of Nashville, and John Baptist Miège of the Indian Territory East of the Rocky Mountains. During Stonestreet's tenure, the First Plenary Council of Baltimore was held at the college in 1852. This involved the arrival of twelve bishops, a mitred abbot, and two religious superiors. That year, the Medical Department participated in the commencement ceremony for the first time, awarding its first four medical doctorates. During this time, the Georgetown library saw significant growth, including almost 900 books that Stonestreet had shipped from Rome. This period of growth was so substantial that the library in Old North became filled to capacity, and Stonestreet sought to construct a larger facility.
Administration of the university by the generally lax Stonestreet was praised by the provincial superior in a June 1852 report to the Jesuit Superior General. His placid demeanor was a stark contrast to that of his predecessor, James A. Ryder, and he was well liked by the faculty and students. Under his predecessors, enforcement of discipline in Catholic practices increased, and eventually, Catholic students were required to confess twice a month. Faced with a generally unruly student body, Stonestreet noted how the students least willing to obey authority were those raised in the slaveholding culture of the South, where they previously enjoyed great indulgence of their antics. The several Chilean students successfully petitioned to be relieved of the requirement's frequency. That August, he accepted an appointment as provincial superior of the Maryland Province of the Society of Jesus; Bernard A. Maguire was named as his successor.
## Maryland provincial
The provincial superior of the Maryland Province of the Society of Jesus, Ignatius Brocard, died suddenly in the summer of 1852, and Stonestreet was named by the Superior General, Jan Roothaan, as his replacement, taking office on August 15. He was the first Marylander to hold the office who had not been trained in Rome.
### Holy Cross disaster
Stonestreet took office in the immediate aftermath of a disastrous fire at the College of the Holy Cross in Worcester, Massachusetts, on July 14, which destroyed the college's main building, Fenwick Hall, and most of its contents. The school's president, Anthony F. Ciampi, vowed to rebuild, while another influential Jesuit there, Joseph Aschwanden, was staunchly opposed to reopening the school. Stonestreet traveled to Worcester to mediate the controversy, and he reassigned the twenty Jesuits at the school, leaving only Ciampi and Peter J. Blenkinsop to attend to the ruined school and farm. Stonestreet discussed with Thomas Mulledy whether the Jesuit constitution allowed him to close the school, to which Mulledy responded that it did not. Stonestreet finally wrote to Roothaan, concluding that the school should be rebuilt, even if it meant assumption of much of the school's debt by the Jesuit province. Roothaan eventually delegated the decision on whether to rebuild to Stonestreet.
### Management of the province
For many years, the Jesuit leadership had discussed establishing a scholasticate for the education of new Jesuits. They sought to separate it from Georgetown, which educated lay students as well as scholastics, and required that the scholastics teach alongside their studies. The new Superior General, Peter Beckx, proposed in 1855 that Georgetown be transformed into such a scholasticate for training all the Jesuits in the United States, and cease educating lay students. Stonestreet objected to this proposal and eventually, the focus turned to establishing a dedicated scholasticate elsewhere.
Stonestreet responded to increasing anti-Catholicism in Maryland, specifically the allegation that the Jesuits swore an oath to the pope to overthrow the United States, by writing a letter to local newspapers in February 1855 in which he described his patriotic pride and attachment to his childhood home on the Western Shore of Maryland. As the Know Nothing movement grew in anticipation of the 1856 presidential election, so did Stonestreet and the other Maryland Jesuits' worries; Stonestreet wrote to Rome in the spring of 1856 that they were in the midst of a crisis. Due to the violence of the 1840s and 1850s perpetrated by the Know Nothings, he forbade Jesuits from wearing their clerical attire in public or be addressed by their ecclesiastical titles, instead using secular styles of address such as "doctor" instead of "father."
## Gonzaga College and St. Aloysius Church
Upon the selection of Burchard Villiger as the provincial superior of the Maryland province, Stonestreet succeeded him as president of the Washington Seminary on April 25, 1858. Stonestreet petitioned Congress to grant the school its own congressional charter. Very shortly thereafter, on May 4, 1858, President James Buchanan signed into law the bill independently chartering the Washington Seminary, and recognizing the institution by its new name of Gonzaga College. With this charter came the school's independence from Georgetown University, under whose authority it previously conferred degrees; accordingly, ownership of school's property was transferred from Georgetown to Gonzaga. The school especially credited Representative Richard Henry Clarke with seeing the bill through Congress. The following day, Stonestreet officially declared that Washington Seminary had ceased to exist, and had been replaced by Gonzaga College, though it remained common parlance to refer to the school as the Old Seminary for some time. The school did not exercise its power to confer degrees until 1868, when the first four students completed their studies.
As president of Gonzaga, Stonestreet led the opening prayer of the House of Representatives on January 24, 1859, and of the Senate on February 9, 1859. During his term, the school's literary society, which had been founded in 1855, was renamed the Phocion Society, and Stonestreet was considered its founder. While president of Gonzaga College, Stonestreet oversaw the establishment and construction of St. Aloysius Church, which would be staffed by Jesuit priests whose service was no longer needed at the diocesan St. Patrick's Church. The church, designed by fellow Jesuit Benedict Sestini, was dedicated in November 1859; at its dedication, Archbishop John Hughes and James Ryder delivered sermons.
In 1860, he sent his resignation as president of the school to the Jesuit Superior General, relinquishing the presidency as well as his pastorate of St. Aloysius Church. William Francis Clarke was appointed as his successor.
## Civil War era and aftermath
Following his term at Gonzaga College, Stonestreet was appointed prefect of schools and a professor of rhetoric at Georgetown. During the Civil War, the Jesuit superiors ordered the Jesuits at Georgetown to remain publicly neutral with respect to the two belligerents. However, the majority of Jesuits and students at the school were aligned with the Confederacy; members of Stonestreet's family fought in the war for the South. He also became the Jesuit procurator to the superiors in Rome. Stonestreet served on the board of directors of Georgetown from 1861 to 1862 and from 1863 to 1864, as well as during his time as president of the university.
On March 31, 1863, the Massachusetts General Court incorporated Boston College. Stonestreet was named in the charter as one of five Jesuits who were the officers of the corporation. In 1864 and 1865, he ministered to the mission church congregation of St. Mary's in Hagerstown, Maryland.
### Trial of the Lincoln conspirators
In 1865, Stonestreet testified in the trial of the conspirators in the assassination of President Abraham Lincoln. He stated that he had known Mary Suratt, a parishioner of St. Aloysius Church, for more than 20 years and that while he had only infrequently seen her in the past 14 years, he had never known her to espouse treason. This testimony occurred against the backdrop of growing suspicion of Catholics, as several suspects proved to be Catholics; some who were suspicious of Catholics went so far as to accuse the Catholic Church of involvement in the assassination.
He was also called to testify about Samuel Mudd, the physician who attended to John Wilkes Booth's fractured leg. He asserted that in 1850, Mudd was a student at St. John's Literary Institution, during Stonestreet's presidency of the school, and that he did not know whether Mudd remained at the school during the Christmas vacation of December 1850.
### Later years
Stonestreet returned as a parish priest to St. John the Evangelist Church in Frederick in the late 1860s. When the president of Gonzaga College and rector of St. Aloysius Church, Bernardin F. Wiget, fell ill in 1868, Stonestreet was temporarily again appointed to the two offices, until August 1869 when James Clark became the permanent replacement.
While the health of Bernard Maguire, the president of Georgetown, worsened in 1869, Stonestreet was considered again as president. The new provincial superior, Joseph Keller, decided against the nomination, due to his age; instead, John Early was appointed. Stonestreet became the pastor of Holy Trinity Catholic Church in Georgetown in 1870, where he remained for four years. Finally, Stonestreet was made spiritual father at the College of the Holy Cross in 1880. Before long, his health deteriorated around 1883, and he died on July 3, 1885. |
11,418,750 | Proserpine (play) | 1,166,121,473 | 1832 play by Mary Shelley and Percy Bysshe Shelley | [
"1820 plays",
"19th-century British children's literature",
"Children's poetry",
"Plays based on Metamorphoses",
"Plays by Mary Shelley",
"Proserpina"
]
| Proserpine is a verse drama written for children by the English Romantic writers Mary Shelley and her husband Percy Bysshe Shelley. Mary wrote the blank verse drama and Percy contributed two lyric poems. Composed in 1820 while the Shelleys were living in Italy, it is often considered a partner to the Shelleys' play Midas. Proserpine was first published in the London periodical The Winter's Wreath in 1832. Whether the drama was ever intended to be staged is a point of debate among scholars.
The drama is based on Ovid's tale of the abduction of Proserpine by Pluto, which itself was based on the Greek myth of Demeter and Persephone. Mary Shelley's version focuses on the female characters. In a largely feminist retelling from Ceres's point of view, Shelley emphasises the separation of mother and daughter and the strength offered by a community of women. Ceres represents life and love, and Pluto represents death and violence. The genres of the text also reflect gender debates of the time. Percy contributed in the lyric verse form traditionally dominated by men; Mary created a drama with elements common to early nineteenth-century women's writing: details of everyday life and empathetic dialogue.
Proserpine is part of a female literary tradition which, as feminist literary critic Susan Gubar describes it, has used the story of Ceres and Proserpine to "re-define, to re-affirm and to celebrate female consciousness itself". However, the play has been both neglected and marginalised by critics.
## Background
In March 1818 the Shelleys moved to Italy, where their two young children, Clara and William, soon died. Mary entered into a deep depression and became alienated from Percy. She recovered to some extent with the birth of her son Percy later in 1819.
Between 1818 and 1820, she absorbed a considerable amount of drama, reading many of William Shakespeare's plays, some with Percy. Percy believed that Mary had a talent for dramatic writing, and convinced her to study the great English, French, Latin, and Italian plays as well as dramatic theory. He even sought her advice on his play The Cenci, and she transcribed the manuscript of his drama Prometheus Unbound. The Shelleys also attended operas, ballets, and plays. Percy also encouraged Mary to translate Vittorio Alfieri's play Mirra (1785), a tragedy about father-daughter incest which influenced her own novel Mathilda.
Mary Shelley's studies were broad during these years. She began to learn Greek in 1820 and read widely. She had also been reading Ovid's Metamorphoses since at least 1815 and continued to do so in 1820. Her other reading included Jean-Jacques Rousseau's philosophical treatise Emile (1762) and his sentimental novel La nouvelle Héloïse (1761), as well as Thomas Day's children's book The History of Sandford and Merton (1783–89). Critic Marjean Purinton notes that her reading around the time she was composing Proserpine included "educational treatises and children's literature, replete with moralisms concerning gendered behaviors", as well as her mother Mary Wollstonecraft's Thoughts on the Education of Daughters (1787) and Original Stories from Real Life (1788). These latter were part of the conduct book tradition that challenged the gender roles of women.
## Composition and publication
Mary Shelley composed Proserpine in 1820, finishing it on 3 April according to her journal. Percy Shelley contributed two lyric poems: "Arethusa" and "Song of Proserpine While Gathering Flowers on the Plain of Enna". A fragment of the manuscript survives, housed in the Pforzheimer Collection at the New York Public Library, and demonstrates the couple working side-by-side on the project. According to their friend Thomas Medwin, Percy enjoyed the play, sometimes altering the manuscript as he was reading. In her biography of Mary Shelley, Miranda Seymour speculates that both Midas and Proserpine were written for two young girls Mary Shelley met and befriended, Laurette and Nerina Tighe, daughters of friends of the Shelleys in Italy. Their mother was also a former pupil of Mary Wollstonecraft, Mary Shelley's mother. That same year, Mary Shelley wrote the children's story Maurice for Laurette.
In 1824 Mary Shelley submitted Proserpine for publication to The Browning Box, edited by Bryan Walter Procter, but it was rejected. The play was first published in 1832 in the London periodical The Winter's Wreath. She cut one-fifth of the play—about 120 lines—for this version, deleting some of the stories from the first act, including Percy's poem "Arethusa", and rewrote individual lines. (She included "Arethusa" in her collection of Posthumous Poems of Percy Shelley in 1824.) Mary Shelley also added an ominous dream to the play, foreshadowing Proserpine's abduction. Her efforts to publish the play in these periodicals and journal entries written during the play's composition suggest that Proserpine was meant to be children's literature.
## Plot summary
Act I begins with Ceres leaving her daughter Proserpine in the protection of two nymphs, Ino and Eunoe, warning them not to wander. Proserpine asks Ino to tell her a story, and she recites the tale of Arethusa. After the story, the group gathers flowers. The two nymphs wander off, seeking ever more flowers, and lose sight of Proserpine. When they return, she is gone. They search for her in vain. Ceres returns, angry and frightened at the loss of her child:
> > I will away, and on the highest top Of snowy Etna, kindle two clear flames. Night shall not hide her from my anxious search, No moment will I rest, or sleep, or pause Till she returns, until I clasp again My only loved one, my lost Proserpine.
Act II begins some time later. Ino laments: "How all is changed since that unhappy eve! / Ceres forever weeps, seeking her child / And in her rage has struck the land with blight". Arethusa comes, to tell Ceres that she saw Pluto make off with Proserpine. Ceres appeals to Jove for assistance, and Iris appears, saying that Proserpine's fate is fixed. However, Jove agrees that if Proserpine does not eat the food of the Underworld, she can return. The group leaves to fetch Proserpine, who believes she has not consumed any tainted food, but she is reminded by Ascalaphus, a shade of the Underworld, of some pomegranate seeds that she ate. Ceres, Ino, and Arethusa volunteer to exile themselves to the Underworld, taking their treasures, such as fertility, with them. However, their sacrifice is not permitted. Iris relates Jove's decision regarding Proserpine's fate:
> > When Enna is starred by flowers, and the sun Shoots his hot rays strait on the gladsome land, When Summer reigns, then thou shalt live on Earth, And tread these plains, or sporting with your nymphs, Or at your Mother's side, in peaceful joy. But when hard frost congeals the bare, black ground, The trees have lost their leaves, & painted birds Wailing for food sail through the piercing air; Then you descend to deepest night and reign Great Queen of Tartarus.
Ceres promises that only during the time when Proserpine lives with her will the earth be fertile.
## Genre
Proserpine is a verse drama in blank verse by Mary Shelley which includes two lyric poems by Percy Shelley. In the early nineteenth century, lyric poetry was associated with male poets, and quotidian poetry (i.e., the poetry of the everyday) with female poets. The division of labour in Proserpine reflects this trend. Percy's poems help emphasise the mythic nature of Proserpine's story; he continued this transcendental description of Proserpine in his Prometheus Unbound. Mary's drama consists of carefully described objects, such as flowers. Furthermore, her characters do not speak in soliloquy—except in Percy's poems—rather, "nearly every speech is directed feelingly toward another character and is typically concerned with describing another's emotional state, and/or eliciting an emotional reaction." Dialogue in Proserpine is founded on empathy, not the conflict more typical of drama. Mary Shelley also refused to embrace the visual sensationalism of early nineteenth-century theatre, focusing instead on "scenes of heightened emotion".
Scholars have disputed whether or not Mary Shelley intended her play to be staged. Most concur that it was never meant for performance, agreeing with Romanticist Alan Richardson that the play is "lyrical drama" or "mental theater" in the style of Romantic closet drama "with its emphasis on character over plot, on reaction over action, and its turn away from the theater". However, eighteenth-century theatrical scholar Judith Pascoe challenges this conclusion, pointing to detailed stage directions in the manuscript: "Ceres and her companions are ranged on one side in eager expectation; from the cave on the other, enter Proserpine, attended by various dark & gloomy shapes bearing torches; among which Ascalaphus. Ceres & Persephone embrace;–her nymphs surround her." From this evidence, she argues that Shelley intended her play to be staged.
Literary scholar Jeffrey Cox has argued that Proserpine, along with Midas, Prometheus Unbound and other plays written by the Leigh Hunt circle, were "not a rejection of the stage but an attempt to remake it". Turning from the traditional genres of tragedy and comedy of manners, these writers reinvented drama by writing masques and pastoral dramas. He argues that Midas and Proserpine are a pair of mythological dramas that demonstrate "the forces of oppression". For him, Proserpine "celebrates a pastoral world...threatened by male sexual violence and the tyranny of a sky god".
## Themes
Mary Shelley expanded and revised the Roman poet Ovid's story of Proserpine, which is part of his larger Metamorphoses. The tale is based on the Greek myth of Demeter and Persephone, which explains the change of the seasons through Persephone's visits to the Underworld: when she is confined to Hades's realm, autumn and winter cover the earth, and when she returns to live with her mother, spring and summer bloom. The myth depicts the victory of male violence over female procreation. Like Percy Shelley, John Keats, and Lord Byron, Mary Shelley was interested in rewriting the classical myths; however, like other Romantic women writers, she was particularly interested in challenging their patriarchal themes. In revising the Proserpine myth, she placed women and their power at the centre of the narrative. For example, Ovid represents Proserpine as "an unreflective child, willfully straying after flowers in infantile abandon" while "Shelley portrays Proserpine as a thoughtful, empathetic adolescent" who wants to find flowers for her mother. Ovid's version of the myth focuses on violence, particularly the abduction and rape of Proserpine, while Shelley's play focuses on the suspenseful search for Proserpine. Her version highlights Ceres and the nymphs’ grief and Proserpine's own desire to escape from the Underworld instead of the rape (the rape happens offstage). In contrast, other nineteenth-century adaptations often expanded the rape scene, romanticising it and turning it into a scene of courtship.
Women and women's issues dominate Mary Shelley's drama—no male characters appear, with the brief exception of Ascalaphus. However, as Romanticist Marjean Purinton argues, there is a strong masculine presence in the play even without male characters, suggesting "the ubiquitous presence of patriarchal power in the domestic sphere". Although the myth is fundamentally about rape and male tyranny, Shelley transforms it into a story about female solidarity and community—these women are storytellers and mythmakers who determine their own fate. Ceres's love—a mother's love—challenges the power of the gods. Shelley tells the story almost entirely from Ceres's point of view; "her play elegiacally praises female creativity and fecundity as ‘Leaf, and blade, and bud, and blossom.’ " Shelley writes active, rather than passive, roles for Proserpine and Ceres. For example, it is Ceres's anger, not her grief, that brings "winter's blight". However, Proserpine's abduction is prefigured in the story of Arethusa and, as literary scholar Julie Carlson points out, the women can only join after Proserpine has been abducted.
In Shelley's version of the myth, paradise is lost not through the fault of women but through the interference of men. Pluto's "egotistical, predatory violence" is juxtaposed with Ceres's "loving kindness, her willingness to sustain life, [and] her unswerving devotion to her child". Sex, in this myth, is represented as a separation from the feminine and a forced surrender to the masculine. Pluto's domination of Proserpine symbolises "a culture based on acquisition and brutality, a culture that covertly justifies (when it does not overtly celebrate) male mastery".
Proserpine and Midas are often seen as a pair of contrasting plays. Proserpine is a play of female bonding, while Midas is a male-dominated drama; male poets participate in a contest in Midas while in Proserpine female characters participate in communal storytelling; "where Midas lives in his golden palace imagining himself at the center of an all-powerful court, Ceres laments leaving the pastoral enclave she shares with Proserpine for Jove's court"; Midas focuses on gold, while the women in Proserpine enjoy flowers; and "where the society of Midas is marked by egotism, greed, and strife, the female society of Proserpine values community, gift-giving, and love".
## Legacy and reception
As feminist literary critic Susan Gubar argues, Mary Shelley's drama is part of a female literary tradition, including Elizabeth Barrett Browning, H.D., Toni Morrison, Margaret Atwood, and Doris Lessing, which has responded to the story of Ceres and Proserpine. These writers use the myth as a "way of dealing with their experience of themselves as daughters growing up into womanhood and potential motherhood....they use the myth of Demeter and Persephone to re-define, to re-affirm and to celebrate female consciousness itself." Poets such as Dorothy Wellesley, Rachel Annand Taylor, Babette Deutsch, and Helen Wolfert as well as Mary Shelley portray the procreative mother as a heroine who creates an arena for nurturing relationships that challenge "the divisions between self and other" that rest at the centre of patriarchy. Feminist poet Adrienne Rich writes that "the loss of the daughter to the mother, the mother to the daughter, is the essential female tragedy", and it is this tragedy that Mary Shelley discusses in her play.
When A. Koszul first published a transcription of Proserpine in 1922, he argued "that the little classical fancies which Mrs. Shelley never ventured to publish are quite as worthy of consideration as her more ambitious prose works". However, his "Introduction" to the play speaks mostly of Percy Shelley and his contribution to Mary Shelley's works. In fact, as he explains, he decided to publish to contribute to the Percy Shelley centenary. Since their original publication, neither Midas nor Proserpine has received much critical attention. Critics have either paid attention only to Percy Shelley's poems, or have ignored the plays altogether. Literary critic Elizabeth Nitchie writes that the plays are "distinguished only by the lyrics that [Percy] Shelley wrote for them", and Sylvia Norman contends that they "do not really call for analytical and comparative study". While Frankenstein has remained a powerful cultural force since its publication, Mary Shelley's other works have rarely been reprinted and scholars have focused almost exclusively on Mary Shelley, author of Frankenstein, and Mary Shelley, wife of Percy Bysshe Shelley. However, with the publication of works by Mary Poovey and Anne K. Mellor in the 1980s and The Other Mary Shelley in 1993, more attention has been paid to Mary Shelley's "other" works, such as her dramas.
## See also
- Mary Shelley bibliography |
30,662 | Triangulum Australe | 1,173,419,983 | Constellation in the southern celestial hemisphere | [
"1590s in the Dutch Republic",
"Astronomy in the Dutch Republic",
"Constellations listed by Petrus Plancius",
"Dutch celestial cartography in the Age of Discovery",
"Southern constellations",
"Triangulum Australe"
]
| Triangulum Australe is a small constellation in the far Southern Celestial Hemisphere. Its name is Latin for "the southern triangle", which distinguishes it from Triangulum in the northern sky and is derived from the acute, almost equilateral pattern of its three brightest stars. It was first depicted on a celestial globe as Triangulus Antarcticus by Petrus Plancius in 1589, and later with more accuracy and its current name by Johann Bayer in his 1603 Uranometria. The French explorer and astronomer Nicolas Louis de Lacaille charted and gave the brighter stars their Bayer designations in 1756.
Alpha Trianguli Australis, known as Atria, is a second-magnitude orange giant and the brightest star in the constellation, as well as the 42nd-brightest star in the night sky. Completing the triangle are the two white main sequence stars Beta and Gamma Trianguli Australis. Although the constellation lies in the Milky Way and contains many stars, deep-sky objects are not prominent. Notable features include the open cluster NGC 6025 and planetary nebula NGC 5979.
The Great Attractor, the gravitational center of the Laniakea Supercluster which includes the Milky Way galaxy, straddles between Triangulum Australe and the neighboring constellation Norma.
## History
Italian navigator Amerigo Vespucci explored the New World at the beginning of the 16th century. He learnt to recognize the stars in the southern hemisphere and made a catalogue for his patron king Manuel I of Portugal, which is now lost. As well as the catalogue, Vespucci wrote descriptions of the southern stars, including a triangle which may be either Triangulum Australe or Apus. This was sent to his patron in Florence, Lorenzo di Pierfrancesco de' Medici, and published as Mundus Novus in 1504. The first depiction of the constellation was provided in 1589 by Flemish astronomer and clergyman Petrus Plancius on a 32+1⁄2-cm diameter celestial globe published in Amsterdam by Dutch cartographer Jacob van Langren, where it was called Triangulus Antarcticus and incorrectly portrayed to the south of Argo Navis. His student Petrus Keyzer, along with Dutch explorer Frederick de Houtman, coined the name Den Zuyden Trianghel. Triangulum Australe was more accurately depicted in Johann Bayer's celestial atlas Uranometria in 1603, where it was also given its current name.
Nicolas Louis de Lacaille portrayed the constellations of Norma, Circinus and Triangulum Australe as a set square and ruler, a compass, and a surveyor's level respectively in a set of draughtsman's instruments in his 1756 map of the southern stars. Also depicting it as a surveyor's level, German Johann Bode gave it the alternate name of Libella in his Uranographia.
German poet and author Philippus Caesius saw the three main stars as representing the Three Patriarchs, Abraham, Isaac and Jacob (with Atria as Abraham). The Wardaman people of the Northern Territory in Australia perceived the stars of Triangulum Australe as the tail of the Rainbow Serpent, which stretched out from near Crux across to Scorpius. Overhead in October, the Rainbow Serpent "gives Lightning a nudge" to bring on the wet season rains in November.
## Characteristics
Triangulum Australe is a small constellation bordered by Norma to the north, Circinus to the west, Apus to the south and Ara to the east. It lies near the Pointers (Alpha and Beta Centauri), with only Circinus in between. The constellation is located within the Milky Way, and hence has many stars. A roughly equilateral triangle, it is easily identifiable. Triangulum Australe lies too far south in the celestial southern hemisphere to be visible from Europe, yet is circumpolar from most of the southern hemisphere. The three-letter abbreviation for the constellation, as adopted by the International Astronomical Union in 1922, is "TrA". The official constellation boundaries, as set by Belgian astronomer Eugène Delporte in 1930, are defined by a polygon of 18 segments. In the equatorial coordinate system, the right ascension coordinates of these borders lie between and , while the declination coordinates are between −60.26° and −70.51°. Triangulum Australe culminates each year at 9 p.m. on 23 August.
## Notable features
### Bright stars
In defining the constellation, Lacaille gave twelve stars Bayer designations of Alpha through to Lambda, with two close stars called Eta (one now known by its Henry Draper catalogue number), while Lambda was later dropped due to its dimness. The three brightest stars, Alpha, Beta and Gamma, make up the triangle. Readily identified by its orange hue, Alpha Trianguli Australis is a bright giant star of spectral type K2 IIb-IIIa with an apparent magnitude of +1.91 that is the 42nd-brightest star in the night sky. It lies 424 light-years (130 parsecs) away and has an absolute magnitude of −3.68 and is 5,500 times more luminous than the Sun. With a diameter 130 times that of the Sun, it would almost reach the orbit of Venus if placed at the centre of the Solar System. The proper name Atria is a contraction of its Bayer designation. Beta Trianguli Australis is a double star, the primary being a F-type main-sequence star with a stellar classification of F1V, and an apparent magnitude of 2.85. Lying only 40 light-years (12 parsecs) away, it has an absolute magnitude of 2.38. Its companion, almost 3 arcminutes away, is a 13th-magnitude star which may or may not be in orbit around Beta. The remaining member of the triangle is Gamma Trianguli Australis with an apparent magnitude of 2.87. It is an A-type main sequence star of spectral class A1 V, which lies 180 light-years (55 parsecs) away.
Located outside the triangle near Beta, Delta Trianguli Australis is the fourth-brightest star at apparent magnitude +3.8. It is a yellow giant of spectral type G2Ib-II and lies 606 light-years (186 parsecs) away. Lying halfway between Beta and Gamma, Epsilon Trianguli Australis is an optical double. The brighter star, Epsilon Trianguli Australis A, is an orange K-type sub-giant of spectral type K1.5III with an apparent magnitude of +4.11. The optical companion, Epsilon Trianguli Australis B (or HD 138510), is a white main sequence star of spectral type A9IV/V which has an apparent magnitude of +9.32. Zeta Trianguli Australis appears as a star of apparent magnitude +4.91 and spectral class F9V, but is actually a spectroscopic binary with a near companion, probably a red dwarf. The pair orbit each other once every 13 days. A young star, its proper motion indicates it is a member of the Ursa Major moving group. Iota Trianguli Australis shows itself to be a multiple star system composed of a yellow and a white star when seen though a 7.5 cm telescope. The brighter star has a spectral type of F4IV and is a spectroscopic binary whose components are two yellow-white stars which orbit each other every 39.88 days. The primary is a Gamma Doradus variable, pulsating over a period of 1.45 days. The fainter star is not associated with the system, hence the system is an optical double. HD 147018 is a Sun-like star of apparent magnitude 8.3 and spectral type G9V, which was found to have two exoplanets, HD 147018 b and HD 147018 c, in 2009.
Of apparent magnitude 5.11, the yellow bright giant Kappa Trianguli Australis of spectral type G5IIa lies around 1,207 light-years (370 parsecs) distant from the Solar System. Eta Trianguli Australis (or Eta1 Trianguli Australis) is a Be star of spectral type B7IVe which is 661 light-years (203 parsecs) from Earth, with an apparent magnitude of 5.89. Lacaille named a close-by star as Eta as well, which was inconsistently followed by Francis Baily, who used the name for the brighter or both stars in two different publications. Despite their faintness, Benjamin Gould upheld their Bayer designation as they were closer than 25 degrees to the south celestial pole. The second Eta is now designated as HD 150550. It is a variable star of average magnitude 6.53 and spectral type A1III.
### Variable stars
Triangulum Australe contains several cepheid variables, all of which are too faint to be seen with the naked eye: R Trianguli Australis ranges from apparent magnitude 6.4 to 6.9 over a period of 3.389 days, S Trianguli Australis varies from magnitude 6.1 to 6.8 over 6.323 days, and U Trianguli Australis' brightness changes from 7.5 to 8.3 over 2.568 days. All three are yellow-white giants of spectral type F7Ib/II, F8II, and F8Ib/II respectively. RT Trianguli Australis is an unusual cepheid variable which shows strong absorption bands in molecular fragments of C<sub>2</sub>, ⫶CH and ⋅CN, and has been classified as a carbon cepheid of spectral type R. It varies between magnitudes 9.2 and 9.97 over 1.95 days. Lying nearby Gamma, X Trianguli Australis is a variable carbon star with an average magnitude of 5.63. It has two periods of around 385 and 455 days, and is of spectral type C5, 5(Nb).
EK Trianguli Australis, a dwarf nova of the SU Ursae Majoris type, was first noticed in 1978 and officially described in 1980. It consists of a white dwarf and a donor star which orbit each other every 1.5 hours. The white dwarf sucks matter from the other star onto an accretion disc and periodically erupts, reaching magnitude 11.2 in superoutbursts, 12.1 in normal outbursts and remaining at magnitude 16.7 when quiet. NR Trianguli Australis was a slow nova which peaked at magnitude 8.4 in April 2008, before fading to magnitude 12.4 by September of that year.
### Deep-sky objects
Triangulum Australe has few deep-sky objects—one open cluster and a few planetary nebulae and faint galaxies. NGC 6025 is an open cluster with about 30 stars ranging from 7th to 9th magnitude. Located 3 degrees north and 1 east of Beta Trianguli Australis, it lies about 2,500 light-years (770 parsecs) away and is about 11 light-years (3.4 parsecs) in diameter. Its brightest star is MQ Trianguli Australis at apparent magnitude 7.1. NGC 5979, a planetary nebula of apparent magnitude 12.3, has a blue-green hue at higher magnifications, while Henize 2-138 is a smaller planetary nebula of magnitude 11.0. NGC 5938 is a remote spiral galaxy around 300 million light-years (90 megaparsecs) away. It is located 5 degrees south of Epsilon Trianguli Australis. ESO 69-6 is a pair of merging galaxies located about 600 million light-years (185 megaparsecs) away. Their contents have been dragged out in long tails by the interaction.
## In culture
Triangulum Australe appears on the flag of Brazil, symbolizing the South Region.
It also appears as the only constellation used for the flag of secessionist movement The South Is My Country.
## See also
- IAU-recognized constellations
- Triangulum Australe (Chinese astronomy) |
25,446,122 | Battle of Winterthur | 1,092,114,184 | 1799 battle of the French Revolutionary Wars | [
"1799 in Europe",
"Battles involving Austria",
"Battles involving France",
"Battles of the French Revolutionary Wars",
"Battles of the War of the Second Coalition",
"Campaigns of the French Revolutionary Wars by year",
"Conflicts in 1799",
"Helvetic Republic",
"War of the Second Coalition",
"Winterthur"
]
| The Battle of Winterthur (27 May 1799) was an important action between elements of the Army of the Danube and elements of the Habsburg army, commanded by Friedrich Freiherr von Hotze, during the War of the Second Coalition, part of the French Revolutionary Wars. The small town of Winterthur lies 18 kilometers (11 mi) northeast of Zürich, in Switzerland. Because of its position at the junction of seven roads, the army that held the town controlled access to most of Switzerland and points crossing the Rhine into southern Germany. Although the forces involved were small, the ability of the Austrians to sustain their 11-hour assault on the French line resulted in the consolidation of three Austrian forces on the plateau north of Zürich, leading to the French defeat a few days later.
By mid-May 1799, the Austrians had wrested control of parts of Switzerland from the French as forces under the command of Hotze and Count Heinrich von Bellegarde pushed them out of the Grisons. After defeating Jean-Baptiste Jourdan's 25,000-man Army of the Danube at the battles of Ostrach and Stockach, the main Austrian army, under command of Archduke Charles, crossed the Rhine at the Swiss town of Schaffhausen and prepared to unite with the armies of Hotze and Friedrich Joseph, Count of Nauendorf, on the plains surrounding Zürich.
The French Army of Helvetia and the Army of the Danube, now both under the command of André Masséna, sought to prevent this merger. Masséna sent Michel Ney and a small mixed cavalry and infantry force from Zürich to stop Hotze's force at Winterthur. Despite a sharp contest, the Austrians succeeded in pushing the French out of the Winterthur highlands, although both sides took high casualties. Once the union of the Habsburg armies took place in early June, Archduke Charles attacked French positions at Zürich and forced the French to withdraw beyond the Limmat.
## Background
### Political and diplomatic situation
Initially, the rulers of Europe viewed the revolution in France as a conflict between the French king and his subjects, and not something in which they should interfere. As revolutionary rhetoric grew more strident, they declared the interest of the monarchs of Europe as one with the interests of Louis and his family; this Declaration of Pillnitz threatened ambiguous, but quite serious, consequences if anything should happen to the royal family. The French position became increasingly difficult. Compounding problems in international relations, French émigrés continued to agitate for a counter-revolution. On 20 April 1792, the French National Convention declared war on Austria. In this War of the First Coalition (1792–1798), France ranged itself against most of the European states sharing land or water borders with her, plus Portugal and the Ottoman Empire. Although the Coalition forces achieved several victories at Verdun, Kaiserslautern, Neerwinden, Mainz, Amberg and Würzburg, the efforts of Napoleon Bonaparte in northern Italy pushed Austrian forces back and resulted in the negotiation of the Peace of Leoben (17 April 1797) and the subsequent Treaty of Campo Formio (17 October 1797).
The treaty called for meetings between the involved parties to work out the exact territorial and remunerative details. Convened at a small town in the mid-Rhineland, Rastatt, the Congress quickly derailed in a mire of intrigue and diplomatic posturing. The French demanded more territory. The Austrians were reluctant to cede the designated territories. Compounding the Congress's problems, tensions grew between France and most of the First Coalition allies. Ferdinand of Naples refused to pay agreed-upon tribute to France, and his subjects followed this refusal with a rebellion. The French invaded Naples and established the Parthenopean Republic. Encouraged by the French Republic, a republican uprising in the Swiss cantons led to the overthrow of the Swiss Confederation and the establishment of the Helvetic Republic. The French Directory was convinced that the Austrians were planning to start another war. Indeed, the weaker France seemed, the more seriously the Austrians, the Neapolitans, the Russians, and the British discussed this possibility. In mid-spring, the Austrians reached an agreement with Tsar Paul of Russia by which Alexander Suvorov would come out of retirement to assist Austria in Italy with another 60,000 troops.
### Outbreak of war in 1799
The French Directory's military strategy in 1799 called for offensive campaigns on all fronts: central Italy, northern Italy, the Swiss cantons, the upper Rhineland, and the Netherlands. Theoretically, the French had a combined force of 250,000 troops, but this was on paper, not in the field. As winter broke in 1799, General Jean-Baptiste Jourdan and the Army of the Danube, at a paper strength of 50,000 and an actual strength of 25,000, crossed the Rhine between Basel and Kehl on 1 March. This crossing officially violated the Treaty of Campo Formio. The Army of the Danube advanced through the Black Forest and, by mid-March, established an offensive position at the western and northern edge of the Swiss Plateau by the village of Ostrach. André Masséna had already pushed into Switzerland with his force of 30,000, and successfully passed into the Grison Alps, Chur, and Finstermünz on the Inn. Theoretically, his left flank was to link with Jourdan's right flank, commanded by Pierre Marie Barthélemy Ferino, at the far eastern shore of Lake Constance.
The Austrians had arrayed their own army in a line from the Tyrol to the Danube. A force of 46,000 under command of Count Heinrich von Bellegarde formed the defence of the Tyrol. Another small Austrian force of 26,000 commanded by Friedrich Freiherr von Hotze guarded the Vorarlberg. The main Austrian army—close to 80,000 troops under the command of Archduke Charles—had wintered in the Bavarian, Austrian, and Salzburg territories on the eastern side of the Lech. At the battles of Ostrach (21 March) and Stockach (25 March), the main Austrian force pushed the Army of the Danube back into the Black Forest. Charles made plans to cross the upper Rhine at the Swiss town of Schaffhausen. Friedrich Freiherr von Hotze brought a portion (approximately 8,000) of his force west, leaving the rest to defend the Vorarlberg. At the same time, Friedrich Joseph, Count of Nauendorf, brought the left wing of the main Austrian force across the Rhine by Eglisau. They planned to unite with the main Austrian army, control the northern access points of Zürich and force an engagement with Masséna.
By mid-May, French morale was low. They had suffered terrible losses at Ostrach and Stockach, although these had been made up by reinforcements. Two senior officers of the Army of the Danube, Charles Mathieu Isidore Decaen and Jean-Joseph Ange d'Hautpoul, were facing courts-martial on charges of misconduct, professed by their senior officer, Jourdan. Jean-Baptiste Bernadotte and Laurent de Gouvion Saint-Cyr were sick or claimed they were and had left the army's encampments to recover their health. Masséna's force had been repelled by Hotze's army at Feldkirch, and forced to fall back, and LeCourbe's failure to push through against Bellegarde's Austrian force in the Tyrol meant Masséna had to pull his southern wing back as well as his center and northern wings, to maintain communication with the retreating armies on his flanks. At this point, also, the Swiss revolted again, this time against the French, and Zürich became the last defensible position Masséna could take.
### Locale
Winterthur (/ˈvɪntərtʊər/; ) lies in a basin south and east of the Töss approximately 31 kilometers (19 mi) northeast of Zürich. To the north and east of the town lies a ring of hills approximately 687 m (0.427 mi) high. To the west, the Töss runs on its 59.7 km (37.1 mi) course north toward the Rhine. The locale of a Roman settlement from 200 to 400, and the site of a medieval battle in 919, its location at seven crossroads gave it strategic importance in the effort to control north–south and east–west communication in the early days of the War of the Second Coalition.
### Leadership
After the defeats at the battles at Ostrach and Stockach, and the Army of the Danube's retreat into the Black Forest, the French Directory had sacked Jean-Baptiste Jourdan in April 1799 and given command of both the Army of Helvetia and the Army of the Danube to André Masséna. Protecting the northern access to Zürich, Masséna gathered some of the best commanders he had available; eventually, three of them would become Marshals of France, and Tharreau, a dependable General of Division.
The situation for the French was dire. Not only had they been trounced in southwestern Germany, the legendary Alexander Suvorov was on his way to northern Italy with 60,000 Russians to take command of Coalition forces there. Count Heinrich Bellegarde, positioned with 20,000 men in the Grisons, effectively isolated Masséna's force from any assistance from Italy. Most threatening, Archduke Charles' main army lay less than a day away; in size alone, it could overwhelm him, or, if he withdrew to the west, its position cut off his avenue of withdrawal toward France. If Charles' left wing, commanded by Nauendorf, united with Hotze's force, approaching from the east, Masséna knew Charles would attack and very likely push him out of Zürich.
To prevent this merger of the Austrian forces, Masséna established a forward line centred at Winterthur, and under overall command of the experienced Jean Victor Tharreau. The French forces were arrayed in an uneven semicircle, in which Winterthur formed the central part. The command of the Winterthur brigades was the most important. If the center could not hold its position, the flanks would be isolated and crushed. Masséna sent newly promoted General of Division Michel Ney to Winterthur on 27 May 1799 to take command of the center. Masséna recalled him from his assignment commanding an outpost of Claude Lecourbe's force in central Switzerland, and gave him a command more fitting with his new rank. Ney arrived with the reputation for boldness considered typical of cavalry officers, but with minimal experience in commanding mixed forces. Anxious to prove himself but aware of protocols, he had hurried to Tharreau's headquarters, but had to wait for his letters of service before he could take command. These arrived on 25 May. The troops at Winterthur included a brigade of four battalions commanded by Dominique Mansuy Roget, a weak brigade commanded by Théodore Maxime Gazan, and a cavalry brigade commanded by Frédéric Henri Walther.
Like Ney, Friedrich Freiherr von Hotze, the Austrian commander, was also a cavalry officer. Unlike Ney, he had broad field experience. The Swiss-born Hotze had entered the military service of the Duke of Württemberg in 1758 and had been promoted to Rittmeister, or captain of cavalry; he had campaigned briefly in the Seven Years' War, but saw no combat. Later, he served in the Russian army in the Russo-Turkish War (1768–74). With an Austrian commission, he joined the Habsburg imperial army, and served in the brief War of the Bavarian Succession (1778–79). His campaigning in the War of the First Coalition, particularly at the Battle of Würzburg, had earned him the confidence of Archduke Charles and elevation to the ranks of nobility by Charles' brother, Francis II, Holy Roman Emperor.
## Action
### Preliminaries
On 22 May 1799, Friedrich Joseph, Count of Nauendorf, led a large column across the Rhine at Konstanz, Stein and Eglisau. Hotze's force had already crossed the Rhine further east, where it was still a mountain stream, and passed through the Grisons, into Toggenburg, and moved toward Zürich.
To prevent these two forces from joining with Archduke Charles' 100,000 men, on 22 May, Masséna and 23,000 troops of the Army of the Danube marched from Zürich in the direction of Winterthur. Once past Winterthur, they made their way another 14 km (8.7 mi) northeast and, on 25 May, the two armies clashed at Frauenfeld. Out-numbered almost four to one, Hotze's force was badly mauled by the French; 750 of Hotze's men were killed or wounded, and 1,450 captured; in addition, Hotze lost two guns, and one color. His second-in-command, Major General Christoph Karl von Piacsek, was wounded in action and died later of his wounds. Despite the superiority of the French numbers, though, Hotze extricated his force from the engagement, manoeuvred around the French position, and escaped in the direction of Winterthur.
Meanwhile, by 26 May Nauendorf established camp near Andelfingen and reacquired contact with the main Austrian force. Having united with Nauendorf, Archduke Charles awaited Hotze's force, coming from the east, before he would attack the French at Zürich. That same night, Hotze camped between Frauenfeld and Hüttwilen, about 10 km (6.2 mi) southeast of Nauendorf's position, and sent his advance posts as far ahead as Islikon and Elgg, only 9 km (6 mi) east of Winterthur.
### Clash
On the morning of 27 May, Hotze assembled his force into three columns and marched toward Winterthur. Opposite him, Michel Ney, newly in command of his division of approximately 3,000 men, deployed his force around the heights, the so-called Ober-Winterthur, a ring of low-lying hills some 6 km (3.7 mi) north of the city.
Given the size of the Austrian force approaching him, Ney planned to withdraw to Winterthur. Before he could implement this action, the over-all commander of the forward line, Jean Victor Tharreau, had galloped to his position and said he would support Ney by sending Jean-de-Dieu Soult's division; Ney understood this to mean he was to make a stand along the entire outpost line, and that he would not be isolated. His small force would receive reinforcements from Soult's division. Consequently, Ney directed the weakest brigade, under the command of Gazan, to move up a long valley toward Frauenfeld, and another brigade, under the command of Roget, to take the right, preventing any Austrian flanking manoeuvre.
By mid-morning, Hotze's advanced guard had encountered moderate French resistance first from Roget's brigade, and then, almost immediately, from Gazan's. The Austrian advance troops quickly overran Gazan's weak brigade and took possession of the woods surrounding the village of Islikon. After securing the villages of Gundeschwil, Schottikon, Wiesendangen, and Stogen, further west of Islikon, Hotze deployed two of his columns facing the French front, while a third angled to the French right, as Ney had expected he would.
By mid-morning, Ney had moved toward the front with Gazan's brigade and he could see the enemy advancing toward him; still expecting Soult's reinforcements on his flanks, he anticipated an easy victory, like the one three days earlier in which Masséna's force had pounded Hotze's column at Frauenfeld. He did not yet realise that Hotze had 8,000 men with which to secure the crossroads north of Winterthur. Ney brought more of his men to the front and moved against the Austrian left. In an Austrian volley, he and his horse went down; the horse was killed and Ney received a knee injury. He had his wound bandaged, called for another horse, and reentered the fight.
Ney now had two problems: he expected support columns from Soult's division on both flanks to arrive momentarily and he did not know that the Austrians had arrived in force, directly in front of his center. Although Roget's brigade was strong enough to prevent the Austrians from flanking the position, Gazan's brigade was too weak to resist the superior Austrian force, which was growing visibly stronger as Hotze's troops continued to arrive at the forward line and throw themselves into the fray.
Finally accepting that Soult would not arrive, Ney could not hope to hold his position, much less push the Austrians back. He concluded that he must fall back to Winterthur. To cover the retreat, he instructed Walther and his cavalry to establish a position on the Töss, above the bridge at Stieg. From there, the cavalry could protect an orderly retreat. Amidst a muddy rivulet feeding the Töss, Ney positioned a second detachment guarding the village of Töss and the road leading to a ridge of the hills, where he placed a couple of cannons. From the ridge, his rear guard could fire its artillery on the Austrian advance.
For Walther, at the bridge, the position appeared defensible for as long as it would take to remove Ney's force through Winterthur, yet the shock of the Austrian force, as it hit his defences, was sufficient to break his line after 90 minutes of brisk fighting. But there the Austrian forward momentum stalled. Although Hotze's men forced Walther's from the bridge, they themselves could not cross it. From the ridge, Ney's rear guard maintained a steady stream of cannon fire on any of the Austrians who crossed the bridge and attempted to advance up the hill. Hotze recognised the futility of throwing his men into direct cannon fire and ordered instead a steady musketry barrage. This proved effective, for Ney was again injured, this time in his left hand, and his second horse was killed; he relinquished command to Gazan, who organised the continued withdrawal from the position.
When the Archduke heard of Hotze's success in taking Winterthur crossroads, he directed his troops to augment Nauendorf's, and to take the village and the environs of Neftenbach, 7 km (4.3 mi) west-northwest of Winterthur. Nicolas Oudinot, whose men had secured Neftenbach as part of the French forward line, held out for most of the day, but was forced to retreat 4 km (2.5 mi) to Pfungen in the late afternoon; his position there was not defensible and he was pushed further back to the outskirts of Zürich. By taking Neftenbach, Charles placed a formidable group of troops between Ney's force and Hotze's flank and forced an uneven French withdrawal toward Zürich. Tharreau manoeuvred around the Töss, attempting to re-establish his forward line, but Masséna did not want a general engagement between Zürich and Neftenbach, not there and not then. The Armies of Switzerland and the Danube were not ready to take on Charles; Masséna's forces were not prepared for a battle on the scale required in facing Charles' entire army, and he needed the defences offered by Zürich to mount a proper line against the impending Austrian attack. Eventually, Tharreau withdrew the entire forward line to Zürich. The clash took 11 hours.
## Aftermath
Hotze's force took relatively high casualties—1,000 men killed, wounded or missing (12.5 percent) of his entire force of 8,000—although his losses were comparable to Ney's 800 killed wounded or missing, from his 7,000-man force (11.5 percent). More importantly, though, Hotze succeeded not only in pushing the French back from Winterthur, but also in uniting his force with Nauendorf and Charles'. The unified Austrian force completed the semicircle around Masséna's positions at Zürich.
For the French, despite their success earlier at Frauenfeld, the action was considerably less successful. In the clash, Ney was sufficiently wounded that he took immediate leave, and remained out of action and command until 22 July. The conduct of the battle also demonstrated the weakness of the French command system in which personal animosity and competition between high-ranking officers, in this case, Soult and Tharreau, undermined French military objectives. Tharreau eventually charged Soult with insubordination; Soult had outright refused to go to Ney's assistance, despite specific, and direct, orders to move his division to Ney's flanks.
Furthermore, the French dangerously underestimated the Austrians' tenacity and military skill. The white coats, as the French called the Austrians, were far better soldiers than the French assumed, and despite such demonstrations as those at Ostrach, Stockach and Winterthur, the French continued to hold this prejudice. This did not change until 1809, when the Battle of Aspern-Essling and the Battle of Wagram a few weeks later caused Napoleon to revise his opinion of the Austrian military.
Finally, the battle at Winterthur made possible the victory at Zürich. Once the Austrian armies united west, north and east of Zürich, Charles decided he had a sufficiently superior force to attack Masséna's positions in Zürich. His strategy, to develop a converging attack, was not entirely possible without another Austria corps, which was commanded by Suvorov, and positioned in the mountains in Italy; this would have made possible the near encirclement of Masséna's command at Zürich, making the French position untenable. Even so, at the First Battle of Zürich (4–7 June 1799), the Austrian army forced the French to abandon Zürich; Masséna withdrew across the Limmat, where he set up a defensive position on the low-lying hills overlooking the city and awaited his opportunity to reacquire the city.
## Orders of battle
### Austrian
Lt. Field Marshal Friedrich Freiherr von Hotze:
- 12\. Infantry Regiment Manfredini (3 battalions)
- 21\. Infantry Regiment Gemmingen (2 companies)
- 41\. Infantry Regiment Bender (3 battalions)
- 1\. Light Infantry Regiment Strozzi (1 battalion)
- 7\. Dragoon Regiment Waldeck (6 squadrons)
- First Battalion, Hungarian-Banat Border Regiment
Total: \~8000 men
### French
General of Division Michel Ney:
- Honoré Théodore Maxime Gazan de la Peyrière's column (4 battalions)
- Dominique Mansuy Roget's column (2 battalions)
- Frédéric Henri Walther's cavalry (3 squadrons)
Total: 7,000 men |
41,535 | Bix Beiderbecke | 1,172,234,513 | American jazz cornetist, pianist, and composer (1903–1931) | [
"1903 births",
"1931 deaths",
"20th-century American composers",
"20th-century American male musicians",
"20th-century American pianists",
"20th-century jazz composers",
"20th-century trumpeters",
"Alcohol-related deaths in New York City",
"American jazz composers",
"American jazz cornetists",
"American jazz pianists",
"American jazz trumpeters",
"American male jazz composers",
"American male pianists",
"American male trumpeters",
"American people of German descent",
"Columbia Records artists",
"Deaths from pneumonia in New York City",
"Dixieland cornetists",
"Dixieland pianists",
"Dixieland trumpeters",
"Gennett Records artists",
"Jazz musicians from New York (state)",
"Lake Forest Academy alumni",
"Musicians from Iowa",
"Okeh Records artists",
"People from Davenport, Iowa",
"People from Sunnyside, Queens",
"Sony BMG artists",
"Swing cornetists",
"Swing pianists",
"Swing trumpeters",
"The Wolverines (jazz band) members",
"Victor Recording Orchestra members",
"Victor Records artists",
"Vocalion Records artists"
]
| Leon Bismark "Bix" Beiderbecke (March 10, 1903 – August 6, 1931) was an American jazz cornetist, pianist and composer.
Beiderbecke was one of the most influential jazz soloists of the 1920s, a cornet player noted for an inventive lyrical approach and purity of tone, with such clarity of sound that one contemporary famously described it like "shooting bullets at a bell”. His solos on seminal recordings such as "Singin' the Blues" and "I'm Coming, Virginia" (both 1927) demonstrate a gift for extended improvisation that heralded the jazz ballad style, in which jazz solos are an integral part of the composition. Moreover, his use of extended chords and an ability to improvise freely along harmonic as well as melodic lines are echoed in post-WWII developments in jazz. "In a Mist" (1927) is the best known of Beiderbecke's published piano compositions and the only one that he recorded. His piano style reflects both jazz and classical (mainly impressionist) influences. All five of his piano compositions were published by Robbins Music during his lifetime.
A native of Davenport, Iowa, Beiderbecke taught himself to play the cornet largely by ear, leading him to adopt a non-standard fingering technique that informed his unique style. He first recorded with Midwestern jazz ensemble The Wolverines in 1924, after which he played briefly for the Detroit-based Jean Goldkette Orchestra before joining Frankie "Tram" Trumbauer for an extended engagement at the Arcadia Ballroom in St. Louis, also under the auspices of Goldkette's organisation. Beiderbecke and Trumbauer joined Goldkette's main band at the Graystone Ballroom in Detroit in 1926. The band toured widely and famously played a set opposite Fletcher Henderson at the Roseland Ballroom in New York City in October 1926. He made his greatest recordings in 1927. The Goldkette band folded in September 1927 and, after briefly joining bass saxophone player Adrian Rollini's band in New York, Trumbauer and Beiderbecke joined America's most popular dance band: Paul Whiteman and his Orchestra.
Beiderbecke's most influential recordings date from his time with Goldkette and Whiteman, although he also recorded under his own name and that of Trumbauer's. The Whiteman period marked a precipitous decline in his health due to his increasing use of alcohol. Treatment for alcoholism in rehabilitation centers, with the support of Whiteman and the Beiderbecke family, failed to stop his decline. He left the Whiteman band in 1929 and in the summer of 1931 died aged 28 in his Sunnyside, Queens, New York apartment.
His death, in turn, gave rise to one of the original legends of jazz. In magazine articles, musicians' memoirs, novels, and Hollywood films, Beiderbecke has been envisaged as a Romantic hero, the "Young Man with a Horn" (a novel, later made into a movie starring Kirk Douglas, Lauren Bacall, Doris Day, and his friend Hoagy Carmichael). His life has often been portrayed as that of a jazz musician who had to compromise his art for the sake of commercialism. Beiderbecke remains the subject of scholarly controversy regarding his full name, the cause of his death and the importance of his contributions to jazz.
He composed or played on recordings that are jazz classics and standards such as "Davenport Blues", "In a Mist", "Copenhagen", "Riverboat Shuffle", "Singin' the Blues", and "Georgia on My Mind".
## Early life
The son of Bismark Herman Beiderbecke and Agatha Jane Hilton, Bix Beiderbecke was born on March 10, 1903, in Davenport, Iowa. There is disagreement over whether Beiderbecke was christened Leon Bix or Leon Bismark and nicknamed "Bix". His father was nicknamed "Bix", as was his older brother, Charles Burnette "Burnie" Beiderbecke. Burnie Beiderbecke claimed that the boy was named Leon Bix and biographers have reproduced birth certificates that agree. More recent research — which takes into account church and school records in addition to the will of a relative — suggests he was named Leon Bismark. Regardless, his parents called him Bix, which seems to have been his preference. In a letter to his mother when he was nine years old, Beiderbecke signed off, "frome your Leon Bix Beiderbecke not Bismark Remeber [sic]".
The son of German immigrants, Beiderbecke's father was a well-to-do coal and lumber merchant named after Otto von Bismarck of his native Germany. Beiderbecke's mother was the daughter of a Mississippi riverboat captain. She played the organ at Davenport's First Presbyterian Church and encouraged young Beiderbecke's interest in the piano.
Beiderbecke was the youngest of three children. His brother, Burnie, was born in 1895, and his sister, Mary Louise, in 1898. He began playing piano at age two or three. His sister recalls that he stood on the floor and played it with his hands over his head. Five years later, he was the subject of an admiring article in the Davenport Daily Democrat that proclaimed, "Seven-year-old boy musical wonder! Little Bickie Beiderbecke plays any selection he hears."
Burnie recalled that he stopped coming home for supper to hurry to the riverfront, slip aboard an excursion boat, and play the calliope. A friend remembered that Beiderbecke showed little interest in the Saturday matinees they attended, but as soon as the lights came on he rushed home to duplicate the melodies the accompanist had played.
When Burnie returned to Davenport at the end of 1918 after serving stateside during World War I, he brought with him a Victrola phonograph and several records, including "Tiger Rag" and "Skeleton Jangle" by the Original Dixieland Jazz Band. From these records, Beiderbecke learned to love hot jazz; he taught himself to play cornet by listening to Nick LaRocca's horn lines. He also listened to jazz from the riverboats that docked in downtown Davenport. Louis Armstrong and the drummer Baby Dodds claimed to have met Beiderbecke when their excursion boat stopped in Davenport. Historians disagree over whether such an event occurred.
Beiderbecke attended Davenport High School from 1918 to 1921. During this time, he sat in and played professionally with various bands, including those of Wilbur Hatch, Floyd Bean, and Carlisle Evans. In the spring of 1920 he performed for the school's Vaudeville Night, singing in a vocal quintet called the Black Jazz Babies and playing his cornet. At the invitation of his friend Fritz Putzier, he subsequently joined Neal Buckley's Novelty Orchestra. The group was hired for a gig in December 1920, but a complaint was lodged with the American Federation of Musicians, Local 67, that the boys did not have union cards. In an audition before a union executive, Beiderbecke was forced to sight read and failed. He did not earn his card.
On April 22, 1921, a month after he turned 18, Beiderbecke was arrested by two Davenport police officers on an accusation that he had taken a five-year-old girl named Sarah Ivens into a neighbor's garage and committed a lewd and lascivious act with her—a statutory felony in Iowa. According to the police ledger, the girl accused Beiderbecke of "putting his hands on her person outside of her dress." The ledger went on to state that Beiderbecke and the girl "were in an auto in the garage and he closed the door on the girl and she hollered," attracting the attention of two young men who were across the street. The young men "went over [to the garage] and the girl went home." Beiderbecke was released after a \$1,500 bail bond was posted. Sarah's father, Preston Ivens, requested that the Scott County grand jury drop the charge to avoid "harm that would result to her in going over this case," and in September 1921, the grand jury returned no indictment, whereupon the County Attorney filed a dismissal of the case. It is not clear from the official documents if Sarah herself had identified Beiderbecke, but the two young men had told her father, when he questioned them a day after the alleged incident, that they had seen Beiderbecke take the girl into the garage. The surviving official documents concerning the arrest and its aftermath – including two police entries and Preston Ivens' grand jury testimony – were first made available in 2001 by Professor Albert Haim on the Bixography website. Jean Pierre Lion in his 2005 biography discussed the incident briefly and printed the texts of the documents. Earlier biographies had not reported the alleged incident.
In September 1921, Beiderbecke enrolled at the Lake Forest Academy, a boarding school north of Chicago in Lake Forest, Illinois. While historians have traditionally suggested that his parents sent him to Lake Forest to discourage his interest in jazz, others believe that he may have been sent away in response to his arrest. Regardless, Mr. and Mrs. Beiderbecke apparently felt that a boarding school would provide their son with both the faculty attention and discipline required to improve his academic performance, necessitated by the fact that Bix had failed most courses in high school, remaining a junior in 1921 despite turning 18 in March of that year. His interests, however, remained limited to music and sports. In pursuit of the former, Beiderbecke often visited Chicago to listen to jazz bands at night clubs and speakeasies, including the infamous Friar's Inn, where he sometimes sat in with the New Orleans Rhythm Kings. He also traveled to the predominantly African-American South Side to listen to classic black jazz bands such as King Oliver's Creole Jazz Band, which featured Louis Armstrong on second cornet. "Don't think I'm getting hard, Burnie," he wrote to his brother, "but I'd go to hell to hear a good band." On campus, he helped organize the Cy-Bix Orchestra with drummer Walter "Cy" Welge and almost immediately got into trouble with the Lake Forest headmaster for performing indecorously at a school dance.
Beiderbecke often failed to return to his dormitory before curfew, and sometimes stayed off-campus the next day. In the early morning hours of May 20, 1922, he was caught on the fire escape to his dormitory, attempting to climb back into his room. The faculty voted to expel him the next day, due both to his academic failings and his extracurricular activities, which included drinking. The headmaster informed Beiderbecke's parents by letter that following his expulsion school officials confirmed that Beiderbecke "was drinking himself and was responsible, in part at least, in having liquor brought into the School." Soon after, Beiderbecke began pursuing a career in music.
He returned to Davenport briefly in the summer of 1922, then moved to Chicago to join the Cascades Band, working that summer on Lake Michigan excursion boats. He gigged around Chicago until the fall of 1923, at times returning to Davenport to work for his father.
## Career
### Wolverines
Beiderbecke joined the Wolverine Orchestra late in 1923, and the seven-man group first played a speakeasy called the Stockton Club near Hamilton, Ohio. Specializing in hot jazz and recoiling from so-called sweet music, the band took its name from one of its most frequent numbers, Jelly Roll Morton's "Wolverine Blues." During this time, Beiderbecke also took piano lessons from a young woman who introduced him to the works of Eastwood Lane. Lane's piano suites and orchestral arrangements were self-consciously American whilst also having French Impressionist allusions, and influenced Beiderbecke's style, especially on "In a Mist." A subsequent gig at Doyle's Dance Academy in Cincinnati became the occasion for a series of band and individual photographs that resulted in the image of Beiderbecke—sitting fresh-faced, his hair perfectly combed and his cornet resting on his right knee.
On February 18, 1924, the Wolverines made their first recordings. Two sides were waxed that day at the Gennett Records studios in Richmond, Indiana: "Fidgety Feet", written by Nick LaRocca and Larry Shields from the Original Dixieland Jazz Band, and "Jazz Me Blues", written by Tom Delaney. Beiderbecke's solo on the latter heralded something new and significant in jazz, according to biographers Richard M. Sudhalter and Philip R. Evans:
> Both qualities—complementary or "correlated" phrasing and cultivation of the vocal, "singing" middle-range of the cornet—are on display in Bix's "Jazz Me Blues" solo, along with an already discernible inclination for unusual accidentals and inner chordal voices. It is a pioneer record, introducing a musician of great originality with a pace-setting band. And it astonished even the Wolverines themselves.
The Wolverines recorded 15 sides for Gennett Records between February and October 1924. The titles revealed a strong and well-formed cornet talent. His lip had strengthened from earlier, more tentative years; on nine of the Wolverines' recorded titles he proceeds commandingly from lead to opening solo without any need for a respite from playing.
In some respects, Beiderbecke's playing was sui generis, but he nevertheless listened to, and learned from, the music around him: from the Dixieland jazz as exemplified by the Original Dixieland Jazz Band; to the hotter Chicago style of the New Orleans Rhythm Kings and the south-side bands of King Oliver and other black artists; to the classical compositions of Claude Debussy and Maurice Ravel.
Louis Armstrong also provided a source of inspiration, though Beiderbecke's style was very different from that of Armstrong, according to The Oxford Companion to Jazz:
> Where Armstrong's playing was bravura, regularly optimistic, and openly emotional, Beiderbecke's conveyed a range of intellectual alternatives. Where Armstrong, at the head of an ensemble, played it hard, straight, and true, Beiderbecke, like a shadowboxer, invented his own way of phrasing "around the lead." Where Armstrong's superior strength delighted in the sheer power of what a cornet could produce, Beiderbecke's cool approach invited rather than commanded you to listen.
Armstrong tended to accentuate showmanship and virtuosity, whereas Beiderbecke emphasized melody, even when improvising, and rarely strayed into the upper reaches of the register. Mezz Mezzrow recounted in his autobiography driving 53 miles to Hudson Lake, Indiana, with Frank Teschemacher in order to play Armstrong's "Heebie Jeebies" for Beiderbecke when it was released. In addition to listening to Armstrong's records, Beiderbecke and other white musicians patronized the Sunset Café on Fridays to listen to Armstrong and his band. Paul Mares of the New Orleans Rhythm Kings insisted that Beiderbecke's chief influence was the New Orleans cornetist Emmett Hardy, who died in 1925 at the age of 23. Indeed, Beiderbecke had met Hardy and the clarinetist Leon Roppolo in Davenport in 1921 when the two joined a local band and played in town for three months. Beiderbecke apparently spent time with them, but it is difficult to discern the degree to which Hardy's style influenced Beiderbecke's—especially since there is no publicly known recording of a Hardy performance.
Beiderbecke certainly found a kindred musical spirit in Hoagy Carmichael, whose amusingly unconventional personality he also appreciated. The two became firm friends. A law student and aspiring pianist and songwriter, Carmichael invited the Wolverines to play at the Bloomington campus of Indiana University in the spring of 1924. On May 6, 1924, the Wolverines recorded a tune Carmichael had written especially for Beiderbecke and his colleagues: "Riverboat Shuffle".
### Goldkette
During an engagement at the Cinderella Ballroom in New York during September–October 1924, Bix tendered his resignation with the Wolverines, leaving to join Jean Goldkette and his Orchestra in Detroit, but Beiderbecke's tenure with the band proved to be short-lived. Goldkette recorded for the Victor Talking Machine Company, whose musical director, Eddie King, objected to Beiderbecke's modernistic style of jazz playing. Moreover, despite the fact that Beiderbecke's position within the Goldkette band was "third trumpet", a less taxing role than 1st or 2nd trumpet, he struggled with the complex ensemble passages due to his limited reading abilities. After a few weeks, Beiderbecke and Goldkette agreed to part company, but to keep in touch, with Goldkette advising Beiderbecke to brush up on his reading and learn more about music. Some six weeks after leaving the band, Bix arranged a Gennett recording session back in Richmond with some of the Goldkette band members, under the name Bix and His Rhythm Jugglers. On January 26, 1925, they set two tunes to wax: "Toddlin' Blues", another number by LaRocca and Shields, and Beiderbecke's own composition, "Davenport Blues", which subsequently became a classic jazz number, recorded by musicians ranging from Bunny Berigan to Ry Cooder and Geoff Muldaur. An arrangement of "Davenport Blues" as a piano solo was published by Robbins Music in 1927.
In February 1925, Beiderbecke enrolled at the University of Iowa in Iowa City. His stint in academia was even briefer than his time in Detroit, however. When he attempted to pack his course schedule with music, his guidance counselor forced him instead to take religion, ethics, physical education, and military training. It was an institutional blunder that Benny Green described as being, in retrospect, "comical," "fatuous," and "a parody." Beiderbecke promptly began to skip classes, and after he participated in a drunken incident in a local bar, he was expelled. According to Lion, he was not expelled, but quit (pp. 94–95).
</ref>
That summer he played with his friends Don Murray and Howdy Quicksell at a lake resort in Michigan. The band was run by Goldkette, and it put Beiderbecke in touch with another musician he had met before: the C-melody saxophone player Frankie Trumbauer. The two hit it off, both personally and musically, despite Trumbauer having been warned by other musicians: "Look out, he's trouble. He drinks and you'll have a hard time handling him." They were inseparable for much of the rest of Beiderbecke's career, with Trumbauer acting as something of a guardian to Beiderbecke. When Trumbauer organized a band for an extended run at the Arcadia Ballroom in St. Louis, Beiderbecke joined him. There he also played alongside the clarinetist Pee Wee Russell, who praised Beiderbecke's ability to drive the band. "He more or less made you play whether you wanted to or not," Russell said. "If you had any talent at all he made you play better."
In the spring of 1926, Bix and Trumbauer joined Goldkette's main dance band, splitting the year between playing a Summer season at a Goldkette-owned resort on Lake Hudson, Indiana, and headlining at Detroit's Graystone Ballroom, which was also owned by Goldkette. In October 1926, Goldkette's "Famous Fourteen", as they came to be called, opened at the Roseland Ballroom in New York City opposite the Fletcher Henderson Orchestra, one of the East Coast's outstanding African American big bands. The Roseland promoted a "Battle of the Bands" in the local press and, on October 12, after a night of furious playing, Goldkette's men were declared the winners. "We [...] were amazed, angry, morose, and bewildered," Rex Stewart, Fletcher's lead trumpeter, said of listening to Beiderbecke and his colleagues play. He called the experience "most humiliating". On October 15, 1931, a few months after Beiderbecke's death, the Fletcher Henderson Orchestra recorded a version of "Singin' the Blues" that included Rex Stewart performing a nearly note-for-note homage to Beiderbecke's most famous solo.
Although the Goldkette Orchestra recorded numerous sides for Victor during this period, none of them showcases Beiderbecke's most famous solos. The band found itself subjected to the commercial considerations of the popular music sector that Victor deliberately targeted the band's recordings at. The few exceptions to the policy include "My Pretty Girl" and "Clementine", the latter being one of the band's final recordings and its effective swan song. In addition to these commercial sessions with Goldkette, Beiderbecke and Trumbauer also recorded under their own names for the OKeh label; Bix waxed some of his best solos as a member of Trumbauer's recording band, starting with "Clarinet Marmalade" and "Singin' the Blues", recorded on February 4, 1927. Again with Trumbauer, Beiderbecke re-recorded Carmichael's "Riverboat Shuffle" in May and delivered two further seminal solos a few days later on "I'm Coming, Virginia" and "Way Down Yonder in New Orleans". Beiderbecke earned co-writing credit with Trumbauer on "For No Reason at All in C", recorded under the name Tram, Bix and Eddie (in their Three Piece Band). Beiderbecke switched between cornet and piano on that number, and then in September played only piano for his recording of "In A Mist". This was perhaps the most fruitful year of his short career.
Under financial pressure, Goldkette folded his premier band in September 1927 in New York. Paul Whiteman hoped to snatch up Goldkette's best musicians for his traveling orchestra, but Beiderbecke, Trumbauer, Murray, Bill Rank, Chauncey Morehouse, and Frank Signorelli instead joined the bass saxophone player Adrian Rollini at the Club New Yorker. The band also included guitarist Eddie Lang and violinist Joe Venuti, who had often recorded on a freelance basis with the Goldkette Orchestra. Another newcomer was Sylvester Ahola, a schooled trumpeter who could play improvised jazz solos and read complex scores. When Ahola introduced himself, Beiderbecke famously stated "Hell, I'm only a musical degenerate". When that job ended sooner than expected, in October 1927, Beiderbecke and Trumbauer signed on with Whiteman. They joined his orchestra in Indianapolis on October 27.
### Whiteman
The Paul Whiteman Orchestra was the most popular and highest paid dance band of the day. In spite of Whiteman's appellation "The King of Jazz", his band was not a jazz ensemble as such, but a popular music outfit that drew from both jazz and classical music repertoires, according to the demands of its record-buying and concert-going audience. Whiteman was perhaps best known for having premiered George Gershwin's Rhapsody in Blue in New York in 1924, and the orchestrator of that piece, Ferde Grofé, continued to be an important part of the band throughout the 1920s. Whiteman was large physically and important culturally —"a man flabby, virile, quick, coarse, untidy and sleek, with a hard core of shrewdness in an envelope of sentimentalism", according to a 1926 New Yorker profile. A number of Beiderbecke partisans have criticised Whiteman for not giving Bix the opportunities he deserved as a jazz musician. James complains that, after Beiderbecke joined the band, "Whiteman moved farther and farther away from the easy-going, rhythmically inclined style of his earlier days", becoming "more subservient to his business sense". He goes on to suggest that this artistically compromised Beiderbecke, in part causing his death.
Benny Green, in particular, derided Whiteman for being a mere "mediocre vaudeville act", and suggesting that "today we only tolerate the horrors of Whiteman's recordings at all in the hope that here and there a Bixian fragment will redeem the mess." Richard Sudhalter has responded by suggesting that Beiderbecke saw the Whiteman band as an opportunity to pursue musical ambitions that did not stop at jazz:
> Colleagues have testified that, far from feeling bound or stifled by the Whiteman orchestra, as Green and others have suggested, Bix often felt a sense of exhilaration. It was like attending a music school, learning and broadening: formal music, especially the synthesis of the American vernacular idiom with a more classical orientation, so much sought-after in the 1920s, were calling out to him.
Beiderbecke is featured on a number of Whiteman recordings, including "From Monday On", "Back In Your Own Back Yard", "You Took Advantage Of Me", "Sugar", "Changes" and "When". These feature specially written arrangements that emphasize Beiderbecke's improvisational skills. Bill Challis, an arranger who had also worked in this capacity for Jean Goldkette, was particularly sympathetic in writing scores with Beiderbecke in mind, sometimes arranging entire ensemble passages based on solos that Bix played. Beiderbecke also played on several notable hit records recorded by Whiteman, such as "Together", "Ramona" and "Ol' Man River", the latter featuring Bing Crosby on vocals.
The heavy touring and recording schedule with Whiteman's orchestra may have exacerbated Beiderbecke's long-term alcoholism, though this is a contentious point. Whiteman's violinist Matty Malneck said "The work was so hard, you almost had to drink" adding "He didn't get to play the things he loved with the Whiteman band because we were a symphonic band and we played the same thing every night, and it got to be tiresome."
On November 30, 1928, whilst on tour in Cleveland, Beiderbecke suffered what Lion terms "a severe nervous crisis" and Sudhalter and Evans suggest "was in all probability an acute attack of delirium tremens", presumably triggered by Beiderbecke's attempt to curb his alcohol intake. "He cracked up, that's all", trombonist Bill Rank said. "Just went to pieces; broke up a roomful of furniture in the hotel."
In February 1929, Beiderbecke returned home to Davenport to convalesce and was hailed by the local press as "the world's hottest cornetist". He then spent the summer with Whiteman's band in Hollywood in preparation for the shooting of a new talking picture, The King of Jazz. Production delays prevented any real work from being done on the film, leaving Beiderbecke and his pals plenty of time to drink heavily. By September, he was back in Davenport, where his parents helped him to seek treatment. He spent a month, from October 14 until November 18, at the Keeley Institute in Dwight, Illinois. According to Lion, an examination by Keeley physicians confirmed the damaging effects of Bix's long-term reliance on alcohol: "Bix admitted to having used liquor 'in excess' for the past nine years, his daily dose over the last three years amounting to three pints of 'whiskey' and twenty cigarettes.....A Hepatic dullness was obvious, 'knee jerk could not be obtained' – which confirmed the spread of the polyneuritis, and Bix was 'swaying in Romberg position' – standing up with his eyes closed".
While he was away, Whiteman famously kept his chair open in Beiderbecke's honor, in the hope that he would occupy it again. However, when he returned to New York at the end of January 1930, Beiderbecke did not rejoin Whiteman and performed only sparingly. On his last recording session, in New York, on September 15, 1930, Beiderbecke played on the original recording of Hoagy Carmichael's new song, "Georgia on My Mind", with Carmichael doing the vocals, Eddie Lang on guitar, Joe Venuti on violin, Jimmy Dorsey on clarinet and alto saxophone, Jack Teagarden on trombone, and Bud Freeman on tenor saxophone. The song would go on to become a jazz and popular music standard. In 2014, the 1930 recording of "Georgia on My Mind" was inducted into the Grammy Hall of Fame.
Beiderbecke's playing had an influence on Carmichael as a composer. One of his compositions, "Stardust", was inspired by Beiderbecke's improvisations, with a cornet phrase reworked by Carmichael into the song's central theme. Bing Crosby, who sang with Whiteman, also cited Beiderbecke as an important influence. "Bix and all the rest would play and exchange ideas on the piano", he said.
> With all the noise [of a New York pub] going on, I don't know how they heard themselves, but they did. I didn't contribute anything, but I listened and learned [...] I was now being influenced by these musicians, particularly horn men. I could hum and sing all of the jazz choruses from the recordings made by Bix, Phil Napoleon, and the rest.
Following the Wall Street Crash of 1929, the once-booming music industry contracted and work became more difficult to find. For a while, Beiderbecke's only regular income came from his work as a member of Nat Shilkret's orchestra on The Camel Pleasure Hour NBC radio show. However, during a live broadcast on October 8, 1930, Beiderbecke's seemingly limitless gift for improvisation finally failed him: "He stood up to take his solo, but his mind went blank and nothing happened", recalled a fellow musician, Frankie Cush. The cornetist spent the rest of the year at home in Davenport and then, in February 1931, he returned to New York one last time.
## Death
Beiderbecke died in his apartment, No. 1G, 43–30 46th Street, in Sunnyside, Queens, New York, on August 6, 1931. The week had been stiflingly hot, making sleep difficult. Suffering from insomnia, Beiderbecke played the piano late into the evenings, to both the annoyance and the delight of his neighbors. On the evening of August 6, at about 9.30 pm, his rental agent, George Kraslow, heard noises coming from across the hallway. "His hysterical shouts brought me to his apartment on the run," Kraslow told Philip Evans in 1959, continuing:
> He pulled me in and pointed to the bed. His whole body was trembling violently. He was screaming there were two Mexicans hiding under his bed with long daggers. To humor him, I looked under the bed and when I rose to assure him there was no one hiding there, he staggered and fell, a dead weight, in my arms. I ran across the hall and called in a woman doctor, Dr. Haberski, to examine him. She pronounced him dead.
Historians have disagreed over the identity of the doctor who pronounced Beiderbecke dead, with several sources stating that it was Dr. John Haberski (the husband of the woman Kraslow identified) who pronounced Beiderbecke dead in his apartment. The official cause of death, as indicated on the death certificate, was lobar pneumonia. Unofficially, edema of the brain, coupled with the effects of long-term alcoholism, have been cited as contributory factors. Beiderbecke's mother and brother took the train to New York and arranged for his body to be taken home to Davenport. He was buried there on August 11, 1931, in the family plot at Oakdale Cemetery.
## Legend and legacy
Critical analysis of Beiderbecke's work during his lifetime was sparse. His innovative playing initially received greater attention and appreciation among European critics than those in the country of his birth. The British music trade magazine "Melody Maker" published a number of reviews of his recordings and assessments of his cornet playing. In the April 1927 issue, bandleader Fred Elizalde stated: "Bix Bidlebeck (sic) is considered by Red Nichols himself and every other trumpet player in the States, for that matter, as the greatest trumpet player of all time". The magazine's editor, Edgar Jackson, was equally fulsome in his praise: "Bix has a heart as big as your head, which shines through his playing with the warmth of the sun's rays" (September 1927 issue); "The next sixteen bars are a trumpet solo by Bix, and if this doesn't get you right in the heart, you'd better see a vet...."
At the time of his death, Beiderbecke was still little known by the public at large, though his appreciation among fellow musicians and the collegiate set is indicated by contemporary news reports:
> To a large circle of those boys and girls of high school and college age whom a staid world likes to label "the jazz-mad generation," the news that Leon Bix Beiderbecke is dead will mean something, however lacking in significance it might be to their critical elders. "Bixie" was a symbol of that jazz generation, expressing its wistful, restless temperament through the medium of the unconventional dance music which constitutes its theme song. In his mind were conceived the wild, strange contortions of rhythm and harmony which established the basic motif of the popular music of a year ago.
> ....To most youngsters in college, however, the weird flourishes that "Bixie's" fingers executed on trumpet and piano were expressive. They could hear the lilting melody of youth that formed a smooth background for his fantastic caricatures in sound. Hundreds of young collegians who couldn't recall a strain of Beethoven or Wagner could whistle Bix Beiderbecke choruses. In the world of professional popular music, "Bixie" was an artist comparable to Kreisler in the field of conventional music. Paul Whiteman called him "the finest trumpet player in the country".
> Perhaps "Bixie's" death at the age of twenty-eight also is symbolical of the futility of the "jazz-mad generation's" quest for self-expression. However that may be, if it is true, as some critics contend, that "jazz" music is establishing foundations on which a distinctive and thoroughly legitimate American music eventually will be built, Bix Beiderbecke has left his mark on the future culture of the nation.
One of the first serious, analytical obituaries to have been published in the months after his death was by the French jazz writer Hugues Panassié. The notice appeared in October 1931.
The New Republic critic Otis Ferguson wrote two short articles for the magazine, "Young Man with a Horn" and "Young Man with a Horn Again", that worked to revive interest not only in Beiderbecke's music but also in his biography. Beiderbecke "lived very briefly [...] in what might be called the servants' entrance to art", Ferguson wrote. "His story is a good story, quite humble and right." The romantic notion of the short-lived, doomed jazz genius can be traced back at least as far as Beiderbecke, and lived on in Glenn Miller, Charlie Parker, Billie Holiday, Jaco Pastorius and many more.
Ferguson's sense of what was "right" became the basis for the Beiderbecke Romantic legend, which has traditionally emphasized the musician's Iowa roots, his often careless dress, his difficulty sight reading, the purity of his tone, his drinking, and his early death. These themes were repeated by Beiderbecke's friends in various memoirs, including The Stardust Road (1946) and Sometimes I Wonder (1965) by Hoagy Carmichael, Really the Blues (1946) by Mezz Mezzrow, and We Called It Music (1947) by Eddie Condon. Beiderbecke was portrayed as a tragic genius along the lines of Ludwig van Beethoven. "For his talent there were no conservatories to get stuffy in, no high-trumpet didoes to be learned doggedly, note-perfect as written," Ferguson wrote, "because in his chosen form the only writing of any account was traced in the close shouting air of Royal Gardens, Grand Pavilions, honkeytonks, etc." He was "this big overgrown kid, who looked like he'd been snatched out of a cradle in the cornfields", Mezzrow wrote. "The guy didn't have an enemy in the world," recalled fellow musician Russ Morgan, "[b]ut he was out of this world most of the time." [Italics in original.] According to Ralph Berton, he was "as usual gazing off into his private astronomy", but his cornet, Condon famously quipped, sounded "like a girl saying yes".
In 1938, Dorothy Baker borrowed the title of her friend Otis Ferguson's first article and published the novel Young Man with a Horn. Her story of the doomed trumpet player Rick Martin was inspired, she wrote, by "the music, but not the life" of Beiderbecke, but the image of Martin quickly became the image of Beiderbecke: his story is about "the gap between the man's musical ability and his ability to fit it to his own life." In 1950, Michael Curtiz directed the film Young Man with a Horn, starring Kirk Douglas, Lauren Bacall, and Doris Day. In this version, in which Hoagy Carmichael also plays a role, the Rick Martin character lives.
In Blackboard Jungle, a 1955 film starring Glenn Ford and Sidney Poitier, Beiderbecke's music is briefly featured, but as a symbol of cultural conservatism in a nation on the cusp of the rock and roll revolution.
Brendan Wolfe, the author of Finding Bix, spoke of Beiderbecke's lasting influence on Davenport, Iowa: "His name and face are still a huge part of the city's identity. There's an annual Bix Beiderbecke Memorial Jazz Festival, and a Bix 7 road race with tens of thousands of runners, Bix T-shirts, bumper stickers, bobble-head dolls, the whole works." In 1971, on the 40th anniversary of Beiderbecke's death, the Bix Beiderbecke Memorial Jazz Festival was founded in Davenport, Iowa, to honor the musician. In 1974, Sudhalter and Evans published their biography, Bix: Man and Legend, which was nominated for a National Book Award. In 1977, the Beiderbecke childhood home at 1934 Grand Avenue in Davenport was added to the National Register of Historic Places. A dance piece by Twyla Tharp was created in 1971 to music by Bix Biederbecke with The Paul Whiteman Orchestra. Originally entitled "True Confessions", it was later named "The Bix Pieces." "Bix: 'Ain't None of Them Play Like Him Yet", a 1981 film documentary on Beiderbecke's life directed and produced by Brigitte Berman, featured interviews with Hoagy Carmichael, Bill Challis and others, who knew and worked with Bix.
Beiderbecke's music was featured in three British comedy drama television series, all written by Alan Plater: The Beiderbecke Affair (1984), The Beiderbecke Tapes (1987), and The Beiderbecke Connection (1988). In 1991, the Italian director Pupi Avati released Bix: An Interpretation of a Legend. Filmed partially in the Beiderbecke home, which Avati had purchased and renovated, Bix was screened at the Cannes Film Festival.
At the beginning of the 21st century, Beiderbecke's music continued to reside mostly out of the mainstream and some of the facts of his life are still debated, but scholars largely agree — due in part to the influence of Sudhalter and Evans — that he was an important innovator in early jazz; jazz cornetists, including Sudhalter (who died in 2008), and Tom Pletcher, closely emulate his style. In 2003, to mark the hundredth anniversary of his birth, the Greater Astoria Historical Society and other community organizations, spearheaded by Paul Maringelli and The Bix Beiderbecke Sunnyside Memorial Committee, erected a plaque in Beiderbecke's honor at the apartment building in which he died in Queens. That same year, Frederick Turner published his novel 1929, which followed the facts of Beiderbecke's life fairly closely, focusing on his summer in Hollywood and featuring appearances by Al Capone and Clara Bow. The critic and musician Digby Fairweather sums up Beiderbecke's musical legacy, arguing that "with Louis Armstrong, Bix Beiderbecke was the most striking of jazz's cornet (and of course, trumpet) fathers; a player who first captivated his 1920s generation and after his premature death, founded a dynasty of distinguished followers beginning with Jimmy McPartland and moving on down from there."
## Music
### Style and influence
In New Orleans, jazz had traditionally been expressed through polyphonic ensemble playing, with the various instruments weaving their parts into a single and coherent aural tapestry. By the early 1920s, developments in jazz saw the rise of the jazz soloist, with solos becoming longer and more complex. Both Beiderbecke and Armstrong were key figures in this evolution, as can be heard on their earliest recordings. According to the critic Terry Teachout, they are "the two most influential figures in the early history of jazz" and "the twin lines of descent from which most of today's jazz can be traced."
Beiderbecke's cornet style is often described by contrasting it with Armstrong's markedly different approach. Armstrong was a virtuoso on his instrument, and his solos often took advantage of that fact. Beiderbecke was largely, although not completely, self-taught, and the constraints imposed by that fact were evident in his music. While Armstrong often soared into the upper register, Beiderbecke stayed in the middle range, more interested in exploring the melody and harmonies than in dazzling the audience. Armstrong often emphasized the performance aspect of his playing, while Beiderbecke tended to stare at his feet while playing, uninterested in personally engaging his listeners. Armstrong was deeply influenced by the blues, while Beiderbecke was influenced as much by modernist composers such as Debussy and Ravel as by his fellow jazzmen.
Beiderbecke's most famous solo was on "Singin' the Blues", recorded February 4, 1927. It has been hailed as an important example of the "jazz ballad style"—"a slow or medium-tempo piece played gently and sweetly, but not cloyingly, with no loss of muscle." The tune's laid-back emotions hinted at what would become, in the 1950s, the cool jazz style, personified by Chet Baker and Bill Evans. More than that, though, "Singin' the Blues" has been noted for the way its improvisations feel less improvised than composed, with each phrase building on the last in a logical fashion. Benny Green describes the solo's effect on practiced ears:
> When a musician hears Bix's solo on 'Singing the Blues', he becomes aware after two bars that the soloist knows exactly what he is doing and that he has an exquisite sense of discord and resolution. He knows also that this player is endowed with the rarest jazz gift of all, a sense of form which lends to an improvised performance a coherence which no amount of teaching can produce. The listening musician, whatever his generation or his style, recognizes Bix as a modern, modernism being not a style but an attitude.
Like Green, who made particular mention of Beiderbecke's "amount of teaching," the jazz historian Ted Gioia also has emphasized Beiderbecke's lack of formal instruction, suggesting that it caused him to adopt "an unusual, dry embouchure" and "unconventional fingerings," which he retained for the rest of his life. Gioia points to "a characteristic streak of obstinacy" in Beiderbecke that provokes "this chronic disregard of the tried-and-true." He argues that this stubbornness was behind Beiderbecke's decision not to switch from cornet to trumpet when many other musicians, including Armstrong, did so. In addition, Gioia highlights Beiderbecke's precise timing, relaxed delivery, and pure tone, which contrasted with "the dirty, rough-edged sound" of King Oliver and his protégé Armstrong, whose playing was often more energetic and whose style held more sway early in the 1920s than Beiderbecke's.
Beiderbecke's playing – both as a cornetist and a pianist – had a profound effect on a number of his contemporaries. Eddie Condon, for instance, described Beiderbecke's cornet playing as "like a girl saying yes" and also wrote of being amazed by Beiderbecke's piano playing: "All my life I had been listening to music [...] But I had never heard anything remotely like what Beiderbecke played. For the first time I realized music isn't all the same, it had become an entirely new set of sounds" "I tried to explain Bix to the gang," Hoagy Carmichael wrote, but "[i]t was no good, like the telling of a vivid, personal dream [...] the emotion couldn't be transmitted."
Mezz Mezzrow described Beiderbecke's tone as being "pickled in alcohol [...] I have never heard a tone like he got before or since. He played mostly open horn, every note full, big, rich and round, standing out like a pearl, loud but never irritating or jangling, with a powerful drive that few white musicians had in those days."
Some critics have highlighted "Jazz Me Blues", recorded with the Wolverines on February 18, 1924, as being particularly important to understanding Beiderbecke's style. Although it was one of his earliest recordings, the hallmarks of his playing are evident. "The overall impression we get from this solo, as in all of Bix at his best," writes the trumpeter Randy Sandke, "is that every note is spontaneous yet inevitable." Richard Hadlock describes Beiderbecke's contribution to "Jazz Me Blues" as "an ordered solo that seems more inspired by clarinetists Larry Shields of the ODJB and Leon Roppolo of the NORK than by other trumpet players." He goes on to suggest that clarinetists, by virtue of their not being tied to the melody as much as cornetists and trumpet players, could explore harmonies.
"Jazz Me Blues" was also important because it introduced what has been called the "correlated chorus", a method of improvising that Beiderbecke's Davenport friend Esten Spurrier attributed to both Beiderbecke and Armstrong. "Louis departed greatly from all cornet players in his ability to compose a close-knit individual 32 measures with all phrases compatible with each other", Spurrier told the biographers Sudhalter and Evans, "so Bix and I always credited Louis as being the father of the correlated chorus: play two measures, then two related, making four measures, on which you played another four measures related to the first four, and so on ad infinitum to the end of the chorus. So the secret was simple—a series of related phrases."
Beiderbecke plays piano on his recordings "Big Boy" (October 8, 1924), "For No Reason at All in C" (May 13, 1927), "Wringin' and Twistin'" (September 17, 1927)—all with ensembles—and his only solo recorded work, "In a Mist" (September 8, 1927). Critic Frank Murphy argues that many of the same characteristics that mark Beiderbecke on the cornet are also reflected in his piano playing: the uncharacteristic fingering, the emphasis on inventive harmonies, and the correlated choruses. Those inventive harmonies, on both cornet and piano, pointed the way to future developments in jazz, particularly bebop.
### Compositions
Bix Beiderbecke wrote or co-wrote six instrumental compositions during his career:
- "Davenport Blues" (1925)
- "In a Mist (Bixology)" (1927)
- "For No Reason at All in C" (1927) with Frank Trumbauer
- "Candlelights" (1930)
- "Flashes" (1931)
- "In the Dark" (1931)
"Candlelights", "Flashes", and "In the Dark" are piano compositions transcribed with the help of Bill Challis but never recorded by Beiderbecke. Two additional compositions were attributed to him by two other jazz composers: "Betcha I Getcha", attributed to Beiderbecke as a co-composer by Joe Venuti, the composer of the song, and "Cloudy", attributed to Beiderbecke by composer Charlie Davis [de] as a composition from circa 1924.
### Major recordings
Bix Beiderbecke's first recordings were as a member of the Wolverine Orchestra:
- "Fidgety Feet" / "Jazz Me Blues", recorded on February 18, 1924, in Richmond, Indiana, and released as Gennett 5408
- "Copenhagen", recorded on May 6, 1924, and released as Gennett 5453B and Claxtonola 40336B
- "Riverboat Shuffle" / "Susie (Of the Islands)", recorded on May 6, 1924, and released as Gennett 5454
As Bix Beiderbecke and his Rhythm Jugglers:
- "Toddlin' Blues" / "Davenport Blues", recorded on January 26, 1925, in Richmond, Indiana, and released as Gennett 5654
With the Jean Goldkette Orchestra in 1926–27:
- "Sunday", recorded on October 15, 1926, in New York and released as Victor 20273
- "My Pretty Girl" / "Cover Me Up with Sunshine", recorded on February 1, 1927, in New York and released as Victor 20588
- "Sunny Disposish", recorded on February 3, 1927, in New York and released as Victor 20493B
- "Clementine", recorded on September 15, 1927, in New York and released as Victor 20994 "Jean Goldkette and his Orchestra".
With Frankie Trumbauer and His Orchestra and guitarist Eddie Lang:
- "Clarinet Marmalade" / "Singin' the Blues", recorded on February 4, 1927, in New York and released as Okeh 40772
- "Riverboat Shuffle" / "Ostrich Walk", recorded on May 9, 1927, in New York and released as Okeh 40822
- "I'm Coming, Virginia" / "Way Down Yonder in New Orleans", recorded on May 13, 1927, in New York and released as Okeh 40843
- "For No Reason at All in C" / "Trumbology", recorded on May 13, 1927, in New York and released as Okeh 40871, Columbia 35667, and Parlophone R 3419
- "In a Mist" / "Wringin' an' Twistin'", recorded on September 9, 1927, in New York and released as Okeh 40916 and Vocalion 3150
- "Borneo" / "My Pet", recorded on April 10, 1928, in New York and released as Okeh 41039
As Bix Beiderbecke and His Gang:
- "At the Jazz Band Ball" / "Jazz Me Blues", recorded on October 5, 1927, in New York and released as Okeh 40923
- "Royal Garden Blues" / "Goose Pimples", recorded on October 5, 1927, in New York and released as Okeh 8544
- "Sorry" / "Since My Best Gal Turned Me Down", recorded on October 25, 1927, in New York and released as Okeh 41001
- "Wa-Da-Da (Everybody's Doin' It Now)", recorded on July 7, 1928, in Chicago, Illinois, and released as Okeh 41088
- "Rhythm King", recorded on September 21, 1928, in New York and released as Okeh 41173
With the Paul Whiteman Orchestra:
- "Washboard Blues", recorded on November 18, 1927, in Chicago and released as Victor 35877
- "Changes" [Take 2], recorded on November 23, 1927, in Chicago and released as Victor 25370
- "Lonely Melody" [Take 3] / "Mississippi Mud" [Take 2], with Bing Crosby, the Rhythm Boys, and Izzy Friedman, recorded on January 4, 1928, in New York and released as Victor 25366
- "Ramona", recorded on January 4, 1928, in New York and released as Victor 21214-A. No. 1 for 3 weeks
- "Ol' Man River" (From Show Boat), recorded on January 11, 1928, in New York and released as Victor 21218-A and Victor 25249 with Bing Crosby on vocals. No. 1 for 1 week
- "San" [Take 6], recorded on January 12, 1928, in New York and released as Victor 24078-A
- "Together", recorded on January 21, 1928, in New York and released as Victor 35883-A. No. 1 for 2 weeks
- "Back in Your Own Back Yard" [Take 3], recorded on January 28, 1928, in Camden, New Jersey, and released as Victor 21240
- "There Ain't No Sweet Man That's Worth the Salt of My Tears" [Take 3], recorded on February 8, 1928, in New York and released as Victor 21464
- "Mississippi Mud" [Take 3] / "From Monday On" [Take 6], with vocals by Bing Crosby, recorded on February 28, 1928, in New York and released as Victor 21274
- "My Angel", recorded on April 21, 1928, in New York and released as Victor 21388-A. No. 1 for 6 weeks
- "Louisiana" [Take 1], recorded on April 23, 1928, in New York and released as Victor 21438
- "My Melancholy Baby", recorded on May 15, 1928, in New York and released as Columbia 50068-D
- "Tain't So, Honey, 'Tain't So", recorded on June 10, 1928, in New York and released as Columbia 1444-D
- "Because My Baby Don't Mean "Maybe" Now", recorded on June 18, 1928, in New York and released as Columbia 1441-D
- "Sweet Sue", recorded on September 18, 1928, in New York and released as Columbia 50103-D
- "China Boy", recorded on May 3, 1929, in New York and released as Columbia 1945-D
- "Oh! Miss Hannah", recorded on May 4, 1929, in New York and released as Columbia 1945-D
As Bix Beiderbecke and His Orchestra:
- "I Don't Mind Walking in the Rain" / "I'll Be a Friend with Pleasure", recorded on September 8, 1930, in New York and released as Victor 23008
With Hoagy Carmichael and His Orchestra:
- "Barnacle Bill, the Sailor" / "Rockin' Chair", with vocals by Carson Robison, recorded on May 21, 1930, in New York and released as Victor V-38139 and Victor 25371
- "Georgia on My Mind", with Hoagy Carmichael on vocals, recorded on September 15, 1930, in New York and released as Victor 23013
## Grammy Hall of Fame
Bix Beiderbecke was posthumously inducted into the Grammy Hall of Fame, which is a special Grammy award established in 1973 to honor recordings that are at least 25 years old and that have "qualitative or historical significance."
## Honors
- 1962, inducted into Down Beat'''s Jazz Hall of Fame, critics' poll
- 1971, Bix Beiderbecke Memorial Society established in Davenport, Iowa; founded annual jazz festival and scholarship
- 1977, Beiderbecke's 1927 recording of "Singin' the Blues" inducted into the Grammy Hall of Fame
- 1979, statue presented at LeClaire Park, in Davenport, Iowa
- 1979, inducted into the Big Band and Jazz Hall of Fame
- 1980, Beiderbecke's 1927 recording of "In a Mist" inducted into the Grammy Hall of Fame
- 1989, Asteroid 23457 Beiderbecke named after him.
- 1993, inducted into the International Academy of Jazz Hall of Fame
- 2000, statue dedicated in Davenport
- 2000, ASCAP Jazz Wall of Fame
- 2004, inducted into the inaugural class of the Lincoln Center's Nesuhi Ertegun Jazz Hall of Fame
- 2006, the 1927 recording of "Singin' the Blues" with Frankie Trumbauer and Eddie Lang was placed on the U.S. Library of Congress National Recording Registry.
- 2007, inducted into the Gennett Records Walk of Fame in Richmond, Indiana.
- 2014, the 1930 recording of "Georgia on My Mind" by Hoagy Carmichael and His Orchestra, featuring Beiderbecke on cornet, inducted into the Grammy Hall of Fame
- 2017, the Bix Beiderbecke Museum & Archives opens in Bix's hometown of Davenport, Iowa
- 2021, featured in the Walt Disney EPCOT "The Soul of Jazz: An American Adventure" exhibition, which displayed his cornet.
## See also
- The Beiderbecke Trilogy, a three-part 1980s British (Yorkshire Television) television series (The Beiderbecke Affair, The Beiderbecke Tapes and The Beiderbecke Connection'') with a jazz soundtrack in the Beiderbecke style performed by Frank Ricotti and cornetist Kenny Baker, as the hero is a Beiderbecke fan. |
1,521,474 | Interstate 205 (Oregon–Washington) | 1,162,969,571 | Interstate Highway in Oregon and Washington | [
"1975 establishments in Oregon",
"1975 establishments in Washington (state)",
"Auxiliary Interstate Highways",
"Interstate 5",
"Interstate Highways in Oregon",
"Interstate Highways in Washington (state)",
"Transportation in Clackamas County, Oregon",
"Transportation in Clark County, Washington",
"Transportation in Multnomah County, Oregon",
"Transportation in Washington County, Oregon"
]
| Interstate 205 (I-205) is an auxiliary Interstate Highway in the Portland metropolitan area of Oregon and Washington, United States. The north–south freeway serves as a bypass route of I-5 along the east side of Portland, Oregon, and Vancouver, Washington. It intersects several major highways and serves Portland International Airport.
The freeway is 37 miles (60 km) long and connects to I-5 at both of its termini; to the south in Tualatin, Oregon, and to the north in Salmon Creek, Washington. I-205 is named the Veterans Memorial Highway and East Portland Freeway No. 64 in Oregon (see Oregon highways and routes). From Oregon City to Vancouver, the corridor is paralleled by a multi-use bicycle and pedestrian trail, as well as portions of the MAX Light Rail system between Clackamas and northeastern Portland.
A freeway to serve as an eastern bypass of Portland and Vancouver was conceived in a 1943 plan for the area, and in the 1950s was included in the federal government's preliminary plans for the Interstate Highway System. In 1958, I-205 was assigned as the designation for the eastern bypass; the Oregon state government initially planned it to travel east through Lake Oswego and close to inner neighborhoods of Portland but protests from several communities led to the route of I-205 being moved further east and south into other areas of Clackamas County.
Construction began in 1967 with work on the Abernethy Bridge over the Willamette River, which opened in 1970. By 1972, I-205 was extended west to Tualatin and north to Gladstone but the Portland section was delayed by opposition from local governments. A six-lane design was chosen as a compromise, which allowed for the freeway to reach Portland in 1977. The Glenn L. Jackson Memorial Bridge, spanning the Columbia River between Portland and Vancouver, opened on December 15, 1982. The bridge connected to the Washington section of I-205, which had been completed in two stages between 1975 and 1976. The remaining 6.6 miles (10.6 km) in Portland opened on March 8, 1983, and two years later, additional ramps were constructed to connect with I-84.
## Route description
I-205 functions primarily as a bypass of I-5 in the Portland metropolitan area, and serves Vancouver, Washington, and the eastern suburban areas of Portland, Oregon. It is listed as part of the National Highway System, which identifies routes that are important to the national economy, defense, and mobility, and Washington state recognizes it as a Highway of Statewide Significance. The Oregon portion of I-205 is designated as East Portland Freeway No. 64 under the state's named highway system. In 2000, the Oregon portion was designated by the state legislature as the Veterans Memorial Highway, and has since been used for an annual vehicle convoy to mark Veterans Day.
Oregon Department of Transportation (ODOT) and Washington State Department of Transportation (WSDOT) maintain I-205 within their respective states. Both agencies conduct annual surveys of traffic on segments of the freeway, the results of which are expressed in terms of average annual daily traffic (AADT), a measure of traffic volume for any average day of the year. In 2018, average traffic volumes on the Oregon portion ranged from 86,800 in Stafford to 170,900 near Division Street in Portland. In 2019, the Washington portion ranged from 47,000 in Salmon Creek to 160,000 on the Glenn L. Jackson Memorial Bridge. The Glenn L. Jackson Bridge is the busier of the two main bridges over the Columbia River in the Portland area; the older Interstate Bridge on I-5 carried a daily average of 138,500 vehicles in 2019.
### Washington and Clackamas counties
I-205 begins at a semi-directional T interchange with I-5 in eastern Tualatin, a suburb in Washington County, Oregon. The four-lane freeway travels east along Saum Creek and the Tualatin River into Clackamas County, where it passes a mix of exurban neighborhoods, forests, and farmland. After crossing the river, I-205 turns southeasterly into West Linn and runs along the banks of the Willamette River near Willamette Falls; the freeway has a scenic overlook of the falls for northbound traffic. After an interchange with Oregon Route 43 (OR 43), I-205 expands to six lanes and crosses the Willamette River on the Abernethy Bridge, which runs for 2,727 feet (831 m) into Oregon City and is capped to the east by an interchange with OR 99E. The freeway passes Oregon City's Amtrak train station, and then follows the railroad north to a junction with OR 213, which becomes concurrent with I-205.
The freeway continues north across the Clackamas River, passing through residential and industrial areas in Gladstone and Clackamas. Near Johnson City, I-205 intersects the west end of OR 212, which provides access to Boring and Mount Hood. The concurrency with OR 213 ends at a partial cloverleaf interchange with OR 224—the Sunrise Expressway—near several radio towers on the west side of Mount Talbert. I-205 briefly expands to eight lanes and intersects several roads near the Kaiser Sunnyside Medical Center and Clackamas Town Center, a regional shopping mall, then continues north through an unincorporated residential area between Milwaukie and Happy Valley. The freeway travels north with tracks on the west side for the MAX Green Line, a light rail service operated by TriMet, and enters Portland in Multnomah County.
### Portland and Vancouver
I-205 passes through eastern Portland about 5 miles (8.0 km) from downtown, and runs parallel to OR 213 on 82nd Avenue and the I-205 Transitway that carries the MAX Green Line. From the Clackamas Town Center, the freeway travels through residential areas in Lents neighborhood at the foot of Mount Scott, home to the Willamette National Cemetery. I-205 intersects U.S. Route 26 (US 26) at Powell Boulevard near Kelly Butte and the Jade District in Powellhurst-Gilbert. North of Division Street, the freeway marks the boundary between the neighborhoods of Montavilla and Hazelwood, and the MAX Green Line switches to the east side. I-205 then intersects Stark, Burnside, and Gilsan streets via a series of weaved ramps near Mall 205 and the Adventist Health Portland hospital.
North of Gilsan Street, the freeway intersects I-84 and US 30 near the Gateway/Northeast 99th Avenue Transit Center, where the MAX Green Line turns west. I-205 and I-84/US 30 travel parallel to each other for one mile (1.6 km) along the base of Rocky Butte, where they follow a section of the MAX Red Line on the I-205 Transitway. I-84/US 30 turns east towards the Columbia River Gorge at Northeast Fremont Street, while I-205 continues north around the suburban enclave of Maywood Park with the light rail trackway in its median. The freeway intersects US 30 Bypass (NE Lombard Street & NE Sandy Blvd.) and turns northeast to pass under a railroad in Parkrose. The MAX Red Line diverges west from the freeway towards Portland International Airport, which is accessed from I-205 via the Airport Way interchange on the south side of the Columbia River. I-205 crosses the Columbia River and Government Island on the eight-lane Glenn L. Jackson Memorial Bridge, a concrete segmental bridge that spans 11,750 feet (3,580 m) between Oregon and Washington.
On the Washington side of the river, I-205 serves the northeastern side of Vancouver and its unincorporated suburbs in Clark County. The freeway intersects State Route 14 (SR 14), a regional east–west freeway that connects to Downtown Vancouver and the Camas–Washougal area in a partial combination interchange on the north side of the river. I-205 curves northwest to intersect Mill Plain Boulevard in a partial cloverleaf interchange and Northeast 18th Street in a half-diamond interchange before it continues north through predominantly residential neighborhoods. The six-lane freeway then reaches a cloverleaf interchange with another east–west freeway, SR 500, on the east side of the Vancouver Mall. I-205 narrows to four lanes and travels northwest along LaLonde Creek to the community of Salmon Creek, where it terminates at an interchange with I-5. The incomplete interchange is located southwest of Washington State University Vancouver and requires some movements from I-5 to and from Vancouver to be made via two half-diamond interchanges on Northeast 134th Street.
### Multi-use trail
A multi-use bicycle and pedestrian trail follows I-205 for much of its distance on the Oregon side of the Portland metropolitan area, and connects to the Springwater Corridor trail near the Foster Road exit. The paved trail parallels the highway and the I-205 Transitway for 19 miles (31 km) from Oregon City to Southeast 23rd Street in Vancouver. The 12-foot-wide (3.7 m) trail is situated in the middle of the Glenn L. Jackson Memorial Bridge between lanes of traffic with 4.5-foot (1.4 m) barriers but has no access to Government Island. The bridge was designed to support light rail trains in the median, which would replace the trail, but the route was not considered by transit authorities. ODOT maintains the I-205 Trail but some trash-pickup and site-cleanup responsibilities were transferred to the Portland city government in 2018.
## History
### Planning and routing debate
In 1943, New York-based planner Robert Moses authored the Portland Improvement Plan, which included a "scenic thoroughfare" that would bypass Portland to the east and an inner loop of major roads in the downtown area. An earlier comprehensive plan from 1912 had envisioned a series of arterial highways along the future corridor, which would lead to a bridge over the Columbia River via Government Island. The corridor was among four Portland-area routes included in a 1955 plan from the federal Bureau of Public Roads (BPR) for what became the Interstate Highway System, which was approved one year later. The Oregon State Highway Commission designated it as the Laurelhurst Freeway, running along Northeast 39th Avenue—now César E. Chávez Boulevard—through Laurelhurst neighborhood between Tualatin and crossing the Columbia River via a toll-free bridge. The bridge's proposed location was later shifted west to Northeast 30th Avenue to accommodate a runway extension at Portland International Airport.
The American Association of State Highway Officials approved I-205 as the designation for the Portland–Vancouver bypass freeway in November 1958. In 1961, it was added to Washington's state highway system as a branch of Primary State Highway 1 and was renumbered to State Route 205 in 1964. To connect with its parent route I-5 at Tualatin, the Laurelhurst Freeway would turn west to cross the Willamette River at Lake Oswego and travel along the south side of the lake. It was planned to be the last major freeway in the Portland area to be completed under the 1955 plan; construction was projected to be finished by 1974 at a cost of \$70 million (equivalent to \$ in dollars). A corresponding western bypass of Portland was omitted from plans due to the topography of the Tualatin Mountains and a low population, but in the 1960s was unsuccessfully proposed as the Rivergate Freeway.
The first set of alternatives for the Laurelhurst Freeway, which was renamed the Central East Side Freeway and later referred to as I-205, were presented to the public in 1961 and 1962 ahead of a formal routing study. In December 1961, the Oregon State Highway Department presented five alternatives for the east–west section through Lake Oswego that drew opposition from community members and the local school district, which feared it would isolate the schools from homes. The Laurelhurst Community Council also organized opposition to the freeway plans at public hearings the following month; local residents feared disruption of the neighborhood's character, and an influx of low-income and multi-family development. In April 1963, responding to a petition drive from residents, the Lake Oswego City Council unanimously passed a resolution opposing any routing of I-205 in the city and a bridge over the Willamette River that would induce freeway construction.
In September 1963, a series of public hearings were held by the Oregon State Highway Department for an alternative proposal for I-205. The new route would cross the Willamette River south of Lake Oswego but travel further east of Portland along 111th Avenue and cross the Columbia River east of the airport at Government Island. Another alternative would remove the Lake Oswego alignment in favor of an east–west route along Division Street and Powell Boulevard (US 26) from I-5 at the Marquam Bridge, which had already been proposed for the Mount Hood Freeway. After initial disagreements, the city governments of West Linn and Milwaukie joined with a local chamber of commerce to support the Lake Oswego and 111th Avenue alternatives, while Lake Oswego remained opposed.
The Oregon State Highway Commission promised in 1963 not to pursue a Lake Oswego alignment that year because it would not be possible with opposition from the city government, but delayed its final decision by several months. In June 1964, the Portland–Vancouver Metropolitan Transportation Study (PVMTS) Technical Advisory Committee, a separate planning body formed in 1960 to produce a comprehensive plan, submitted an alignment to the state that would follow Tryon Creek along the northern edge of Lake Oswego and turn northeast to run in a trench along Northeast 52nd Avenue through Milwaukie and Portland. The route would then turn west to cross the Columbia River west of the airport and continue through eastern Vancouver along 54th Avenue towards Salmon Creek.
The PVMTS-recommended route faced opposition from public officials in Vancouver, Lake Oswego, and Multnomah County; as well as citizens at public hearings held in Milwaukie, eastern Portland, Lake Oswego, and Glencoe. Other proposals from political and commercial groups included routing the east–west leg as far south as Canby and as far east as Gresham. The Multnomah County government remained supportive of an east–west route that used the Mount Hood Freeway corridor, which would connect with a north–south leg along 96th Avenue in eastern Portland. The corridor was estimated to cost \$38 million less (equivalent to \$ in dollars) than the PVMTS plan. In early July, several neighborhood groups who opposed the 52nd Avenue route organized the Portland Citizens Freeway Committee; at a meeting in late August, the committee presented a petition with 7,000 signatures to the Oregon State Highway Commission.
On October 14, 1964, in a report submitted to the Oregon State Highway Commission that proposed an eight-lane freeway that would cost approximately \$90 million (equivalent to \$ in dollars) to construct, the Oregon State Highway Department endorsed the Mount Hood Freeway and 96th Avenue alignment for I-205. The decision drew criticism from members of the PVMTS, particularly in Clark County on the Washington side, and the Portland City Planning Commission despite the city's earlier support of the 96th Avenue alignment. In early December, the Oregon State Highway Commission organized a week-long public hearing and exhibit for the proposed corridor at the Portland Public Auditorium, which drew 600 to 700 people. At the hearing, the City of Gresham and City of Camas joined the Multnomah County Commissioners in their support of the 96th Avenue alignment, while the City of Portland declined to endorse a specific plan.
The Oregon State Highway Commission had planned to send its own recommendation to the Bureau of Public Roads but delayed action due to a major flood in December 1964 that destroyed several highways. The commissioners considered moving I-205 beyond Portland's city limits to avoid confrontations with the city government, which later opened negotiations after pressure from state legislators. The commission endorsed the Mount Hood—96th Avenue alignment in March 1965. The Portland Planning Commission responded with the 52nd Avenue alignment through Laurelhurst in lieu of wider arterial streets, and also ordered a new east–west option near the Sellwood Bridge and along Johnson Creek to avoid Lake Oswego. In April, the Portland City Council voted 4–1 to reject the state's 96th Avenue alignment but took no action on the Planning Commission's proposed route.
Facing a July 1965 deadline on the routing decision imposed by the Bureau of Public Roads, which was later extended to September, the Oregon State Highway Department turned to a new corridor that would avoid the city of Portland. In May 1965, the department proposed an extended version of the 96th Avenue alignment that would continue further south, cross the Willamette River between Oregon City and West Linn, and turn west towards Tualatin. The new alignment would be 3.7 miles (6.0 km) over the allocated mileage for I-205, which would require additional approval from the BPR, and had been previously proposed in March as part of the Central Clackamas Freeway. The West Linn–96th alignment was given tentative approval by the BPR and was sent by the Oregon State Highway Commission to local governments in June as an "all or nothing" option. While they continued to work on their favored Mount Hood alignment, the City of Portland agreed to cooperate with the state on the new I-205 alignment, which would pass through only a small portion of the Lents neighborhood.
On September 8, 1965, the Portland City Council approved the state's West Linn–96th alignment for I-205 following the BPR's rejection of funds for the Mount Hood Freeway. A day earlier, the Washington State Highway Commission, having rejected an earlier proposal from Clark County to extend the freeway to Ridgefield, approved the location of the freeway's bridge over the Columbia River at Government Island, as well as a tentative route through eastern Vancouver to Salmon Creek. By October, the new Oregon alignment had gained the approval of all local governments along its route except for Washington County, which proposed a western bypass that was rejected by the state government.
The Oregon State Highway Commission adopted the West Linn–96th alignment on November 19, 1965, and forwarded the proposal to the BPR for approval despite opposition from Washington County and residents at public hearings. The Washington side's routing was finalized in late December and was also forwarded to the BPR. The BPR approved the revised routing in Oregon in March 1966; this was followed two months later by approval of Washington's alignment. I-205 was also integrated into the state highway system of Oregon as East Portland Freeway Highway No. 64 on April 21, 1966. The 52nd Avenue alignment was revived as a separate freeway proposal in a long-term plan but was never fully funded. In 1969, the federal government approved the Mount Hood Freeway as part of the relocation of I-80N (now I-84) from the existing Banfield Expressway; the new alignment would have been partially concurrent with I-205. The move was reversed in 1974 when the Mount Hood Freeway was canceled entirely in 1974.
### Tualatin–Clackamas construction
Preliminary work on the West Linn–Oregon City bridge, now named the George Abernethy Bridge, began in April 1967 with piledriving to determine the bridge's foundation requirements. Construction of the bridge would have required the closure of access to a popular fishing site on the Willamette River, causing local sport fishers to protest; a nearby site was later donated for use as a new boat launch and public fishing area. Demolition for the bridge project, which included the destruction of an existing shopping center, began in January 1968, and construction of the bridge itself was underway a month later. The George Abernethy Bridge opened to traffic on May 28, 1970, and cost \$17.1 million to construct (equivalent to \$ in dollars), completing the first section of I-205.
Construction on the second section of I-205, which spanned 8 miles (13 km) between I-5 in Tualatin and the bridge's approach in West Linn, began in 1968 and was completed on January 12, 1971. It cost \$22.5 million (equivalent to \$ in dollars) and required the removal of 2.5 million cubic yards (1.9×10^<sup>6</sup> m<sup>3</sup>) of soil and rock. Work included the blasting of basalt cliffs for over a year during daytime hours. Excavation for the project caused a series of landslides near West Linn in 1969 that severely damaged the city's reservoir, destroyed three homes, and delayed the opening by months; after several months of water rationing, the reservoir was replaced with state funding the following year.
The West Linn section's opening spurred new residential development in the area and was expected to cause major increases in smog density. The section was designated as a state scenic highway to ban billboards and commercial development near Tualatin and also included the first rest area on I-205, which was built near West Linn. In late 1972, the freeway was extended northeast from Oregon City to Gladstone, connecting to an existing expressway bypass for OR 213 through Park Place that opened in July 1962. The interchange with OR 99E on the east approach of the bridge was built on fill using debris from excavation of the West Linn section. The final section in Clackamas County, connecting OR 213 at Lake Road to Sunnyside Road, opened in February 1975.
### Portland delays and design changes
In June 1967, on its second attempt, the neighborhood of Maywood Park near Rocky Butte incorporated as a city to halt construction of I-205 by filing suit against the state. The lawsuit delayed planning; Maywood Park lost its case, and appealed through county and state courts but in 1976, the city's final appeal to the U.S. 9th Circuit was denied. The court concluded Multnomah County had jurisdiction over the area at the time of the freeway's design approval. I-205 was relocated from an elevated viaduct to a trench west of Maywood Park; freeway construction, however, required the demolition of 87 homes in the city.
Another objection to the freeway's routing came from the Port of Portland, which had planned to extend the runways of Portland International Airport in a manner that would interfere with I-205's crossing of Government Island and the Columbia River. Planning of the bridge, which would use dredged fill near Government Island for its southern approach, was halted until the U.S. Army Corps of Engineers approved the runway plans in August 1969. The FHWA approved the bridge's basic design in September 1971; the design was extensively modified after the runway extension plans were abandoned in 1973. The lack of a runway expansion and its associated dredging work would necessitate a longer southern approach, which increased costs by \$20 million (equivalent to \$ in dollars) and delayed planning by 20 months. The bridge plans were also modified to include a bicycle and pedestrian path in the median to comply with the Oregon Bicycle Bill.
In 1967, the Oregon state government began acquisition of homes, businesses, and other properties on the future route of I-205, either through buyouts or condemnation. The buildings were auctioned for relocation to clear the right-of-way. Several business owners in eastern Portland appealed to state legislators for compensation, financial assistance for moving, and a year to relocate after freeway construction displaced them. A group representing the Clackamas Industrial Area, which was to be bisected by I-205, requested a study in 1967 to find a new route that would avoid the industrial park. The study concluded that an alternative alignment would be infeasible and displace nearby homes, which led to a 1969 decision by the commission to retain the original plan.
Under the initial design proposed in 1970 for I-205 through Portland, the freeway would be eight to ten lanes wide, and would carry a portion of I-80N between the Mount Hood Freeway and Banfield Expressway. The Portland and Multnomah County governments raised concerns about noise and air pollution near Lents School and the Rocky Butte Jail, the latter of which would sit 50 feet (15 m) from the freeway, and requested several design changes with a full environmental impact statement (EIS). The state's draft EIS, which was published in 1972, concluded I-205 would not have a major adverse impact on the local area but the Multnomah County environmental planner criticized it for not considering a "no build" option.
On July 2, 1974, the Multnomah County Board of Commissioners voted 3–2 to revoke their approval for the design of I-205 within the county. Board commissioners Donald Clark and Mel Gordon had proposed the move to force negotiations to reduce the freeway to eight lanes, remove several interchanges, add a transit corridor, and replace elevated sections with trenches. Several anti-freeway groups which had filed air pollution complaints with the state, including the Sierra Club, the Oregon Environmental Council, End Needless Urban Freeways (ENUF), and Sensible Transportation Options for People (STOP), supported the proposed changes, and added calls to include provisions for a busway or light rail line on the corridor. The Federal Highway Administration—successor to the BPR—denied a request from the county to withdraw its support and funding for the original design, and instead authorized the Oregon Department of Transportation (ODOT)—successor to the Highway Department—to advertise bids for the southernmost section in February 1975. The Portland City Council called on the state and county to seek a compromise but endorsed the modified design with a busway.
ODOT released the second draft EIS in February 1975; it concluded that constructing I-205 as originally designed would reduce congestion on other corridors but would cause increased air and noise pollution along the route, particularly in Lents and Maywood Park. The report also found freeway construction would destroy trees and other vegetation near Rocky Butte and on Government Island. In July 1975, Governor Bob Straub and Multnomah County officials announced a general compromise on a six-lane design for I-205 with seven transit stations connected by a busway, pending federal approval. At hearings, state legislators from eastern Multnomah County and members of the public criticized the design, which also reduced the number of full interchanges, as being inadequate for the area's needs. In January 1976, as part of a pressure campaign to support the eight-lane design with additional interchanges, businessman Fred G. Meyer announced plans to build a Fred Meyer store and motel in the Gateway area.
In late 1975, as a compromise between the competing proposals, ODOT engineers conceived a third design incorporating a six-lane freeway with seven interchanges that alternated between partial and full access, a separated busway, and a bicycle trail. The FHWA initially opposed the busway design and were concerned about the safety of partial interchanges, but later withdrew their complaints following further design changes and endorsed the third concept in December. The Multnomah County Board of Commissioners endorsed the third design in February 1976 and Portland City Council followed later in the month, allowing it to be included in the EIS. In June, following a positive reception for the revised design at a public hearing, the Portland City Council and Multnomah County Commissioners approved construction of I-205 by unanimous votes. The final EIS was published in July and submitted to the FHWA, which granted its approval in October 1976. The state government acquired 1,448 properties on the I-205 route, mostly by the end of 1973 and at a cost of \$120 million (equivalent to \$ in dollars); the properties were cleared while the state government waited for the design changes.
### Portland and Vancouver construction
Construction of the 11-mile (18 km) section on the Washington side of the river began in July 1971. Early work on the section in northeastern Vancouver was briefly interrupted following the discovery of a seasonal campsite used by Coast Salish peoples, which necessitated an archeological dig. The Washington section cost \$35 million (equivalent to \$ in dollars) to construct; it opened to traffic in two stages without formal ceremonies. The northern section from Northeast 83rd Street to I-5 opened on August 22, 1975, and the southern section from SR 14 to Northeast 83rd Street opened on December 22, 1976. A new shopping center, the Vancouver Mall, was built at the I-205 and SR 500 interchange to attract cross-state traffic, and opened in 1977.
Construction of the first Portland section, which extended I-205 by 2.7 miles (4.3 km) from Sunnyside Road to Foster Road in southeastern Portland, began in early 1975. It opened to traffic on January 26, 1976, following a month-long delay caused by a shortage of signs and gantries. The state government awarded contracts for the remaining sections in Portland in 1977, with grading and preliminary work beginning that year. The second section, between Foster Road and Powell Boulevard (US 26), opened in February 1981 at a cost of \$23 million (equivalent to \$ in dollars). It comprised one mile (1.6 km) of the freeway, and a braided interchange with ramps to Powell Boulevard and Division Street.
Construction of Glenn L. Jackson Memorial Bridge over the Columbia River, which is named for Oregon highway commissioner Glenn Jackson, began with a groundbreaking ceremony on August 23, 1977. Its construction used 592 post-tensioned segmental boxes that were lifted into place, a method that was relatively new to the U.S. at the time, and cost \$175 million (equivalent to \$ in dollars) to build. The bridge was opened to traffic on December 15, 1982, along with a link to the eastern portion of the Banfield Freeway (I-84) and two intermediate interchanges. The bicycle and pedestrian path on the bridge, part of a longer system along I-205, was opened the following year. The completion of the Glenn L. Jackson Bridge spurred major industrial and residential development in eastern Vancouver, and transformed it into a bedroom community that was characterized as urban sprawl. The planned growth around I-205 and its potential to encroach on the Columbia River Gorge led to calls for a national scenic area, which was established in 1986 to protect the area from development.
The final section of I-205, which spanned 6.6 miles (10.6 km) from Division Street to the northern junction with the Banfield Freeway, opened to traffic on March 8, 1983. Its completion was delayed by the pending transfer of prisoners from the Rocky Butte Jail to the new Multnomah County Jail in Downtown Portland. A series of high fences were temporarily built to mitigate air and noise pollution until the transfer was completed. The old jail was closed in November 1983 and was demolished the following year to make way for the remainder of the southern interchange with the Banfield Freeway. The Division–Banfield section of I-205 initially opened with four through lanes, which was expanded to six in December 1984. The full southern interchange was opened in 1985, coinciding with the widening of I-84 to accommodate expected traffic from I-205. The estimated total cost of I-205 construction in 1983 was \$375 million (equivalent to \$ in dollars).
The parallel transitway on the I-205 corridor was graded but left unfinished. It ran to the west of the freeway from Foster Road to a tunnel near Division Street, and switched to the east side through Gateway and the median from Rocky Butte to Columbia Boulevard. While initially envisioned for use by buses, TriMet and Metro pursued a light rail line that would connect with the existing Banfield line—now the MAX Blue Line—which opened in 1986 along the I-84 corridor. Congress approved the reallocation of federal funds in 1987, and was formally submitted to the FHWA by the Oregon state government in 1989. A short section of the transitway was used for the Banfield line and the northern section was incorporated into the MAX Red Line, which opened in 2001 to serve Portland International Airport. The remainder of the transitway from Gateway to Clackamas was built out as part of the MAX Green Line, which opened in 2009.
### Later developments
Several infill interchanges were added to I-205 as new development on the corridor contributed to increased traffic congestion on the freeway and adjacent streets. Between 1983 and 1985, traffic volumes on the freeway had increased by a third. In December 1984, a split interchange with Stark and Washington streets near Mall 205 was expanded to include ramps to Glisan Street and a frontage road. An interchange with Lester Avenue—now Johnson Creek Boulevard—was proposed in the late 1980s to relieve congestion at the nearby Sunnyside Road interchange, which by 1989 had become the busiest in Oregon. The new interchange, which was approved despite opposition from local residents, was completed in November 1990 at a cost of \$6.9 million (equivalent to \$ in dollars).
The opening of the Glenn L. Jackson Bridge reduced traffic on the older Interstate Bridge from over 116,000 vehicles per weekday in 1982 to 96,000 in 1986; Glenn L. Jackson Bridge carried 61,000 vehicles in 1986 and has a capacity of 140,000 daily vehicles. By 1996, traffic on the bridge had exceeded that on the Interstate Bridge, and I-205 was used the following year as a major detour route during repairs to the older bridge. For several months in 2000, the Glenn L. Jackson Bridge underwent weekend closures to allow for the replacement of its expansion joints, which had been damaged by increased traffic. The Clackamas River Bridge on I-205 in Gladstone underwent similar expansion joint replacements over an eleven-month period in 2001.
To manage congestion, ODOT installed ramp meters at 11 locations along I-205 from 1999 to 2001 and worked with Metro to study other solutions, which were deemed infeasible due to a lack of funds for substantial construction. The Sunnyside Road interchange, which handled 50,000 daily vehicles and remained congested due to growth at the Clackamas Town Center, was rebuilt from 2001 to 2003 at a cost of \$28 million (equivalent to \$ in dollars). The project split the interchange between Sunnyside Road and an extended Sunnybrook Boulevard to the south with frontage roads between the two overpasses. In 2007, at the suggestion of congressperson Darlene Hooley, a 3-mile (4.8 km) section of the freeway from Tualatin to West Linn was widened to six lanes through the reuse and upgrade of temporary lanes that were constructed for a repaving project.
The Washington state government funded two improvements to the Mill Plain Boulevard interchange on I-205 in Vancouver through its 2003 and 2005 legislative packages. The first stage, which was completed in October 2009, added an offramp to Chkalov Drive (named for Soviet pilot Valery Chkalov) to bypass its congested intersection with Mill Plain. The second project added a set of braided ramps to a new interchange with Northeast 18th Street, which opened in July 2016 at a cost of \$40.6 million. Both projects were proposed in the 1990s, initially as a split interchange with 18th and 28th streets, amid a development moratorium on Mill Plain that the City of Vancouver imposed due to traffic congestion.
The freeway's concurrency with OR 224 near Clackamas was eliminated in 2016 with the opening of the Sunrise Expressway, when OR 224 was realigned to bypass a section of OR 212. In 2017, ODOT began a major repaving and modernization project on the Oregon section of I-205, which was funded with \$30 million from the state's new transportation package. The project was completed in 2020 at a cost of \$60 million, and included the addition of a variable speed limit and variable message signs, new stormwater treatment facilities, and the construction of auxiliary lanes near OR 224 and between Powell Boulevard and I-84.
## Future plans
In the 2020s, ODOT plans to reconstruct a seven-mile (11 km) section of I-205 in Clackamas County between Stafford Road and OR 213 in the 2020s to add a third through lane in each direction and conduct seismic upgrades to Abernethy Bridge and Tualatin River bridge. The program began construction in July 2022 and is scheduled to last until 2028, and was originally estimated to cost \$700 million. Part of the costs would be funded through variable tolling that was scheduled to begin as early as 2024 pending federal approval, which drew opposition from the public but was approved by the state government in 2018. In May 2023, governor Tina Kotek deferred all toll collection until 2026 and the formation of a legislative subcommittee to review plans. Due to the loss of toll revenue, the second phase was deferred indefinitely; the bridge replacement and widening program is expected to cost \$1.36 billion.
In the 1990s, the states of Oregon and Washington began planning a replacement for the Interstate Bridge, which later became the Columbia River Crossing program of the 2000s and 2010s. Among the options considered was a north–south light rail line on either I-5 or I-205 to connect Vancouver to the rest of the MAX Light Rail system. Glenn L. Jackson Bridge had been deemed capable of handling the weight of light rail vehicles in the 1980s but would require extensive renovations. A replacement crossing at the site of the Interstate Bridge with light rail capabilities was later chosen for the program, which was shelved in 2014 following disagreements on funding and the final design of the bridge.
The replacement bridge would have been funded by tolls on I-5 that would increase daily traffic on the Glenn L. Jackson Bridge by 40,000 vehicles, which led to calls to also toll I-205. The second iteration of the Columbia River Crossing program, which was revived in 2019 as the Interstate Bridge Replacement Program, proposes tolling both I-5 and I-205 to fund the project, and to serve as congestion pricing to deter driving. Long-term plans from the Southwest Washington Regional Transportation Council, the planning body for Clark County, include making improvements to several interchanges on I-205 by 2040.
## Exit list
Mileposts and exit numbers carry over from Oregon to Washington. |
9,320,518 | Snoring rail | 1,171,926,984 | Species of bird | [
"Birds described in 1886",
"Endemic birds of Sulawesi",
"Flightless birds",
"Rallidae",
"Taxa named by August Wilhelm Heinrich Blasius"
]
| The snoring rail (Aramidopsis plateni), also known as the Celebes rail or Platen's rail, is a large flightless rail and the only member of the genus Aramidopsis. The species is endemic to Indonesia, and it is found exclusively in dense vegetation in wet areas of Sulawesi and nearby Buton. The rail has grey underparts, a white chin, brown wings and a rufous patch on the hind-neck. The sexes are similar, but the female has a brighter neck patch and a differently coloured bill and iris. The typical call is the snoring: ee-orrrr sound that gives the bird its English name.
Its inaccessible habitat and retiring nature mean that the snoring rail is rarely seen and as a result, little is known of its behaviour. Only the adult plumage has been described, and the breeding behaviour is unrecorded. It feeds on small crabs and probably other small prey such as lizards. Although protected under Indonesian law since 1972, the rail is threatened by habitat loss (even within nature reserves), hunting for food and predation by introduced species; it is therefore evaluated as vulnerable on the IUCN Red List.
## Taxonomy
The rails are a large and very widespread family, with nearly 150 species. They are small to medium-sized, terrestrial or wetland birds, and their short bodies are often flattened laterally to help them move through dense vegetation. Island species readily become flightless; of 53 extant or recently extinct taxa restricted to islands, 32 have lost the ability to fly.
The snoring rail was first classified as Rallus plateni by German ornithologist August Wilhelm Heinrich Blasius in 1886, but was moved to its current monotypic genus Aramidopsis by English zoologist Richard Bowdler Sharpe in 1893. Following Taylor (1998), it was considered to be more similar to the Inaccessible Island and white-throated rails than to members of the genus Rallus, but a 2012 mitochondrial gene study suggests that it should actually be placed in Gallirallus, with Lewin's rail and the slaty-breasted rail as its closest relatives.
`Aramidopsis derives from the genus name of the limpkin, Aramus and the Greek suffix opsis, "resembling". Although the rail shares the origin of its name with the South American Aramides species, its distinctive bill, thick legs and barred lower belly distinguish it from that group. The species name plateni commemorates Carl Constantin Platen, a German doctor who collected birds and butterflies in the Malay Archipelago and gave Blasius his specimen of the rail. The common name refers to the rail's distinctive call, and was given to the bird as der Vogel Schnarch (the snoring bird) by German entomologist Gerd Heinrich when he rediscovered the species in 1932.`
## Description
The snoring rail is 30 cm (12 in) long and weighs 143–160 g (5.0–5.6 oz). It is flightless, with short wings, a very short tail and strong legs and feet. The back and the underparts from the forecrown to the breast are grey, apart from a white chin, and the sides and rear of the neck are deep orange-red. Most of the rest of the upperparts are brown, and the belly, flanks, and undertail have white barring. The male has black legs, a yellow iris and a brown and greenish down-curved bill. The female is similar but has a brighter hindneck colour, less white on the chin, a red iris, a cream and reddish bill and blue-grey legs. Immature and juvenile plumages are undescribed. Visual confusion with sympatric rails is unlikely. The blue-faced rail is similar in size, but is chestnut above and black below, and the buff-banded rail has strongly marked upperparts, breast, and head. The slaty-breasted rail is smaller and has barred upperparts.
The call, given frequently, is a short wheez followed by a distinctive snoring ee-orrrr. A deep hmmmm sound has also been recorded.
## Distribution and habitat
The species is an uncommon Indonesian endemic of lowland and hill forests in northern, north central and southeastern Sulawesi. Another population was found on Buton island in 1995.
The typical habitat of this species is dense vegetation in wet areas. This may include impenetrable bamboo and liana in forests, rattan in regrown forests, or elephant grass and bushes on the hillsides of Minahassa Peninsula. Claims of the species occurring in rice fields are believed to be due to confusion with the buff-banded rail. The snoring rail occurs from sea level to 1,300 m (4,300 ft).
## Behaviour
Its inaccessible habitat and sparse distribution means that little is known about this species. A few birds were shot by Platen and another expedition led by Paul Sarasin and his second cousin, Fritz, between 1893 and 1898, but the rail was then not seen for more than thirty years until Heinrich found it almost at the end of a two-year survey of Sulawesi, then known as Celebes. He described it as "the most priceless catch that I have ever hunted or will hunt". More than a decade later, Dutch ornithologist Louis Coomans de Ruiter also took a year to find the rail, despite concentrating on known suitable habitat. There were then no documented sightings until birds were observed in 1983 and 1989. Sight records remain infrequent, and only about ten specimen corpses have been studied.
The snoring rail catches crabs in highland streams, and these crustaceans may be a major dietary item. It also forages in muddy areas, and has been recorded as consuming lizards. Nothing is known of its breeding behaviour other than a report of an adult seen feeding with two chicks in August 1983, but the original report gives no details of the claimed sighting.
## Status
The snoring rail is restricted to Sulawesi and Buton and has an estimated population of 3,500–15,000 individuals. Its numbers are thought to be decreasing, and its restricted range and small population mean that the species is classified as Vulnerable by the International Union for Conservation of Nature (IUCN).
It may always have been thinly spread, but there has been widespread deforestation within its range resulting in loss and fragmentation of suitable habitat. The rail has been protected under Indonesian law since 1972, and the large Lore Lindu and Bogani Nani Wartabone National Parks are within its range, but logging and rattan cutting occurs even in these protected areas, and human encroachment is also a problem at Lore Lindu. The rail has been trapped for food in the past, and is sometimes killed by dogs, cats and other introduced predators. A 2007 survey of protected areas of Sulawesi failed to find the rail, suggesting that it is genuinely rare even in reserves.
## Cited texts |
29,717,753 | Format of Sesame Street | 1,161,620,871 | Description of the format of the children's television show Sesame Street | [
"Sesame Street"
]
| Sesame Street is an American children's television program that is known for its use of format and structure to convey educational concepts to its preschool audience, and to help them prepare for school. It utilizes the conventions of television such as music, humor, sustained action, and a strong visual style, and combines Jim Henson's Muppets, animation, short films, humor, and cultural references. The show, which premiered in 1969, was the first to base its contents, format, and production values on laboratory and formative research. According to researchers, it was also the first to include a curriculum "detailed or stated in terms of measurable outcomes".
The format of Sesame Street consisted of a combination of commercial television production elements and educational techniques. It was the first time a more realistic setting, an inner city street and neighborhood, was used for a children's program. At first, each episode was structured like a magazine, but in 1998, as a result of changes in their audience and its viewing habits, the producers researched the reasons for its lower ratings, and changed the show's structure to a more narrative format. The popular, fifteen-minute long segment, "Elmo's World", hosted by the Muppet Elmo, was added in 1998 to make the show more accessible to a younger audience. The producers of Sesame Street expanded the new format to the entire show in 2002.
The format changed as the target audience did; by 2002 its main viewers were around two years old, while back in the 1960s the intended audiences were aged three through five.
## Original format
The producers of Sesame Street, which premiered in 1969, used elements of commercial television such as music, humor, sustained action, and a strong visual style, in structuring the format of the show. They also used animation and live-action short films. The show's staff produced segments filmed in-studio with their human and Muppet cast and they contracted out the animations and short films to independent producers. Co-creator Joan Ganz Cooney was the first to suggest that they use commercial-like 12–90-second shorts that consistently repeated several key concepts throughout an episode. The studio segments were written to concentrate on the African-American child, a key component of the show's audience.
The show's producers and writers decided to build the new show around a brownstone on an inner-city street, a choice writer Michael Davis called "unprecedented". They reproduced their viewers' neighborhoods—as writer Cary O'Dell described it, "a realistic city street, complete with peeling paint, alleys, front stoops, and metal trash cans along the sidewalk". Director Jon Stone was convinced that in order for inner-city children to relate to Sesame Street, the show had to be set in a familiar place. Despite its urban setting, the producers depicted the world in a positive way—both realistically and as it could be. They attempted to present "an idealized world of learning and play", and from a child's perspective. Director Jim Martin called Sesame Street "an urban show kids could relate to" and "a reality show with a sprinkling of fantasy".
When Sesame Street was developed, most researchers assumed that young children did not have long attention spans, so the new show's producers were concerned that an hour-long show would not hold their audience's attention. As a result, each episode was structured like a magazine, which made it possible for the producers to create a mixture of styles, paces, and characters. The structure allowed them to have flexibility, meaning that segments were dropped, modified, or added without affecting the rest of the show. As Lesser stated, "It is unlikely that any other approach would have provided enough room to present material on the wide range of goals we had selected". Producers found that if the show's segments were sufficiently varied in character, content, style, pace, and mood, children's attention was able to be sustained throughout each episode. The show's magazine format accommodated both the curriculum and its demanding production schedule.
### "Street scenes"
At first, the show's "street scenes", which referred to the action taking place on the brownstone set, were not story-based. Instead, they consisted of individual segments connected to the curriculum and interrupted by inserts, or puppet skits, short films, and animations. By 1990, research had shown that children were able to follow a story, so the street scenes were changed to depict storylines. The writers presented a story, separated by several inserts, dispersed throughout the hour-long show. Although the stories were usually about 10–12 minutes in length, it would take 45 minutes to tell them. According to writer Tony Geiss, the addition of storylines changed the nature of the show.
During Sesame Streets development in 1968, the producers followed the recommendation of child psychologists, who advised them to not allow the direct interaction of the human actors and Muppets because the experts were concerned it would confuse and mislead young children. Shortly before the show's premiere, the producers created five one-hour episodes so that they could test if children found them comprehensible and appealing. They were never intended for broadcast, but were presented to preschoolers in 60 homes throughout Philadelphia in July 1969. The producers found that the results were "generally very positive". However, children attended to the shows during the Muppet segments, but their interest was lost during the street scenes, which featured only humans and were considered "the glue" that "pulled the show together". The appeal of the test episodes was lower than they preferred, so the producers re-shot the street segments. Henson and his team created Muppets that could interact with the human actors; specifically, as the show's researchers put it, "two of Sesame Streets most enduring Muppets: Oscar the Grouch and Big Bird". The test episodes were responsible for what writer Malcolm Gladwell called "the essence of Sesame Street—the artful blend of fluffy monsters and earnest adults". CTW researcher Gerald Lesser called the producers' decision to defy the recommendations of their advisers "a turning point in the history of Sesame Street".
### Animation, films, and other media
Animation was another important aspect of the structure of Sesame Street. Lesser stated that one of the purposes of animation was to create incongruity, or what he called "illogical surprises". The first piece of animation commissioned by the CTW for Sesame Street was "the J commercial", in 1968, which they used in a study about its effectiveness in daycare centers in New York City. The CTW found that it was an effective tool in teaching children letters and numbers and that it effectively attracted children's attention. It also provided evidence, as writer Robert W. Morrow reported, that children were able to "endure enormous amounts of repetition". According to Morrow, the CTW's generalization from this study, which was later supported by outside studies, was that although repetition was an effective teaching method, repeated exposure "determined instructional effectiveness". "The J commercial" was a part of CTW's promotional film about Sesame Street and was used to demonstrate its teaching style to the press.
Sesame Streets animations and live-action films were usually commissioned to outside studios. For example, Misseri Studio in Florence, Italy provided animations for the show for its entire run. Many animations, as well as the show's live-action films and longer segments like Elmo's World were created to accompany specific episodes, and became part of its library of shorts available for use in later episodes. Other films and animations were created as regular, recurring, and stand-alone segments. Gikow reported, "Virtually all animators and filmmakers supplying the show cite the enormous freedom given by producers, calling it a liberating force that let creativity explode on screen".
CTW's first producer responsible for the show's animation and live-action shorts was Lu Horne. His successor, Edith Zornow, was interested in what Gikow called "emerging talent", and as a result, the show worked with, as Gikow also stated, "animators and filmmakers on the cusp of fame". Animators who created pieces for Sesame Street included Bud Luckey, Jeffrey Hale, Ernie Fosselius, and others who went on to work at Pixar. Jim Henson was one of the many producers who created short films for the show.
As Gikow stated, "The expansion of the Sesame Street brand into films, videos, and television specials was a natural". There have been two full-length films produced: Sesame Street Presents Follow That Bird (1985) and The Adventures of Elmo in Grouchland (1999). In early 2019, it was announced that a third film, a musical co-starring Anne Hathaway and written and directed by Jonathan Krisel, would be produced. Starting in 1978 with Christmas Eve on Sesame Street, there have been several television specials, and the Sesame Street Muppets have made several appearances on other programs throughout the years. Home videos, which emphasized specific curriculum goals, began to be produced in 1985.
By 2009, Sesame Workshop started a new website containing a large library of classic and more recent free video clips, as well as a series of podcasts. In 2014, PBS began to stream full-length episodes on its website, mobile app, and Roku channel. Also in 2014, the SW began an online streaming subscription service called Sesame Go, which aired both old and new episodes of the show. By 2019, Sesame Street has produced over 4,500 episodes, 35 TV specials, 200 home videos, and 180 albums. Its YouTube channel had almost 5 million subscribers, and the show had 24 million followers on social media.
## Format changes after the 1990s
Sesame Streets format remained intact until the 1990s. By then, its dominance was challenged by other programs such as Blue's Clues, and its ratings declined. New research, the growth of the children's home video industry, and the increase of 30-minute children's shows on cable demonstrated that the traditional magazine-format was not necessarily the most effective way to hold young viewers' attention. For Sesame Streets 30th anniversary in 1999, its producers researched the reasons for the show's lower ratings. For the first time since the show debuted, the producers and a team of researchers analyzed Sesame Streets content and structure during a series of two-week-long workshops. They also studied how children's viewing habits had changed and become more sophisticated in thirty years. They found that although the show was produced for 3-to-5-year-olds, children began watching it at a younger age. As a result, the target age for Sesame Street shifted downward, from 4 years to 3 years. By 2002, the main bloc of viewers was aged two.
In 1998, a new 15-minute-long segment, created and developed by writers Judy Freudberg and Tony Geiss, that targeted the show's younger viewers and had a different format than the rest of the show, began to be shown at the end of each episode. The segment, called "Elmo's World", used traditional elements (animation, Muppets, music, and live-action film), but had a more sustained narrative, followed the same structure each episode, and depended heavily on repetition. Unlike the realism of the rest of the show, "Elmo's World" took place in a stylized crayon-drawn universe as conceived by its host. Elmo, who represented the younger audience, was chosen as the host of the closing segment because younger toddlers identified with him and because he had always tested well with them.
In 2002, Sesame Streets producers went further in changing the show to reflect its younger audience and the increase in their viewers' sophistication. They expanded the "Elmo's World" concept by, as San Francisco Chronicle TV critic Tim Goodman called it, "deconstructing" the show. They changed the structure of the entire show to a more narrative format, which made the show easier for young children to navigate. Arlene Sherman, a co-executive producer for 25 years, called the show's new look "startlingly different".
"Elmo's World" stopped production in 2009, when the producers of Sesame Street began taking steps to increase the age of their viewers and to increase the show's ratings, and because the show's curriculum was not designed for a younger audience. They were successful; by the end of the show's 40th anniversary in 2009, 3-year-old viewers had increased by 41 percent, 4-year-olds by 4 percent, and 5-year-olds by 21 percent. In 2012, "Elmo's World" was replaced by "Elmo the Musical"; even though it was designed for older viewers, the producers hoped that younger children would still enjoy it. "Elmo's World" segments continued to appear in repeats, DVDs, and on the show's website. In 2016, the 46th season of Sesame Street began airing on the cable subscription service HBO, and in the following season in 2017, Elmo's World returned, in a newly designed segment that ran five minutes at the end of each episode. Steve Youngwood, the Sesame Workshop's CEO, called it "fresh, contemporary". Also in 2016 and 2017, in response to the changing viewing habits of toddlers, the show's producers decreased its length from one hour to thirty minutes, focused on fewer characters, removed the pop culture references "once included as winks for their parents", and focused "on a single backbone topic".
## See also
- Educational goals of Sesame Street
- History of Sesame Street
- Sesame Street research |
349,496 | John Millington Synge | 1,171,657,988 | Irish playwright, poet, prose writer, and collector of folklore | [
"1871 births",
"1909 deaths",
"19th-century Irish dramatists and playwrights",
"19th-century Irish poets",
"19th-century male writers",
"20th-century Irish dramatists and playwrights",
"20th-century Irish poets",
"20th-century male writers",
"Abbey Theatre",
"Alumni of Trinity College Dublin",
"Alumni of the Royal Irish Academy of Music",
"Burials at Mount Jerome Cemetery and Crematorium",
"Deaths from Hodgkin lymphoma",
"Deaths from cancer in Ireland",
"Irish Anglicans",
"Irish male dramatists and playwrights",
"Irish male poets",
"People from Rathfarnham",
"Synge family",
"University of Paris alumni",
"Writers from County Dublin"
]
| Edmund John Millington Synge (/sɪŋ/; 16 April 1871 – 24 March 1909) was an Irish playwright, poet, writer, collector of folklore, and a key figure in the Irish Literary Revival. His best known play The Playboy of the Western World was poorly received, due to its bleak ending, depiction of Irish peasants, and idealisation of parricide, leading to hostile audience reactions and riots in Dublin during its opening run at the Abbey Theatre, Dublin, which he had co-founded with W. B. Yeats and Lady Gregory. His other major works include In the Shadow of the Glen (1903), Riders to the Sea (1904), The Well of the Saints (1905), and The Tinker's Wedding (1909).
Although he came from a wealthy Anglo-Irish background, his writings mainly concern working-class Catholics in rural Ireland, and with what he saw as the essential paganism of their world view. Owing to his ill health, Synge was schooled at home. His early interest was in music, leading to a scholarship and degree at Trinity College Dublin, and he went to Germany in 1893 to study music. He abandoned this career path in 1894 with a move to Paris where he took up poetry and literary criticism and met Yeats, and then returned to Ireland.
Synge suffered from Hodgkin's disease. He died aged 37 from Hodgkin's-related cancer, while writing what became Deirdre of the Sorrows, considered by some as his masterpiece, though unfinished during his lifetime. Although he left relatively few works, they are widely regarded as of high cultural significance.
## Biography
### Early life
Synge was born on 16 April 1871, in Newtown Villas, Rathfarnham, County Dublin, the youngest of eight children of upper-middle-class Protestant parents. His father John Hatch Synge was a barrister, and came from a family of landed gentry in Glanmore Castle, County Wicklow. Synge's paternal grandfather, also named John Synge, was an evangelical Christian involved in the movement that became the Plymouth Brethren, and his maternal grandfather, Robert Traill, was a Church of Ireland rector in Schull, County Cork, who died in 1847 during the Great Irish Famine. He was a descendant of Edward Synge, Archbishop of Tuam, and Edward's son Nicholas, the Bishop of Killaloe. His nephews included mathematician John Lighton Synge and optical microscopy pioneer Edward Hutchinson Synge.[^1]
Synge's father died from smallpox in 1872 at the age of 49. He was buried on his son's first birthday. His mother moved the family to the house next door to her own mother's house in Rathgar, County Dublin. Although often ill, Synge had a happy childhood there. He developed an interest in bird-watching along the banks of the River Dodder, and during family holidays at the seaside resort of Greystones, County Wicklow, and the family estate at Glanmore.
Synge was educated at home and at times at schools in Dublin and Bray, and later studied piano, flute, violin, music theory and counterpoint at the Royal Irish Academy of Music. He travelled to the continent to study music, but changed his mind and decided to focus on literature. He was a talented student and won a scholarship in counterpoint in 1891. The family moved to the suburb of Kingstown (now Dún Laoghaire) in 1888, and Synge entered Trinity College, Dublin, the following year. He graduated with a bachelor's degree in 1892, having studied Irish and Hebrew, as well as continuing his music studies and playing with the Academy Orchestra in the Antient Concert Rooms. Between November 1889 and 1894 he took private music lessons with Robert Prescott Stewart.
Synge later developed an interest in Irish antiquities and the Aran Islands, and became a member of the Irish League for a year. He left the League because, as he told Maud Gonne, "my theory of regeneration for Ireland differs from yours ... I wish to work on my own for the cause of Ireland, and I shall never be able to do so if I get mixed up with a revolutionary and semi-military movement." In 1893 he published his first known work, a poem influenced by Wordsworth, Kottabos: A College Miscellany.
### Early work
After graduating, Synge moved to Germany to study music. He stayed in Coblenz during 1893 and moved to Würzburg in January 1894. Owing partly to his shyness about performing in public, and partly to his doubt about his ability, he decided to abandon music and pursue his literary interests. He returned to Ireland in June 1894, and moved to Paris in January 1895 to study literature and languages at the Sorbonne.
He met Cherrie Matheson during summer breaks with his family in Dublin. He proposed to her in 1895 and again the next year, but she turned him down on both occasions because of their differing views on religion. This rejection affected Synge greatly and reinforced his determination to spend as much time as possible outside Ireland.
In 1896, he visited Italy to study the language before returning to Paris. He planned on making a career in writing about French authors for the English press. In that same year he met W. B. Yeats, who encouraged him to live for a while in the Aran Islands, and then return to Dublin and devote himself to creative work. In 1899 he joined with Yeats, Augusta, Lady Gregory, and George William Russell to form the Irish National Theatre Society, which later established the Abbey Theatre. He wrote some pieces of literary criticism for Gonne's Irlande Libre and other journals, as well as unpublished poems and prose in a decadent fin de siècle style. (These writings were eventually gathered in the 1960s for his Collected Works.) He also attended lectures at the Sorbonne by the noted Celtic scholar Henri d'Arbois de Jubainville.
### Aran Islands and first plays
In 1897, Synge suffered his first attack of Hodgkin's, after which an enlarged gland was removed from his neck. He visited Lady Gregory's home, at Coole Park near Gort, County Galway, where he met Yeats again and also Edward Martyn. He spent the following five summers there, collecting stories and folklore, perfecting his Irish, but living in Paris for most of the rest of each year. He also visited Brittany regularly. During this period he wrote his first play, When the Moon Has Set which he sent to Lady Gregory for the Irish Literary Theatre in 1900, but she rejected it. The play was not published until it appeared in his Collected Works.
Synge's first account of life on the Aran Islands was published in the New Ireland Review in 1898 and his book, The Aran Islands, completed in 1901 and published in 1907 with illustrations by Jack Butler Yeats. Synge considered the book "my first serious piece of work". Lady Gregory read the manuscript and advised Synge to remove any direct naming of places and to add more folk stories, but he declined to do either because he wanted to create something more realistic. The book conveys Synge's belief that beneath the Catholicism of the islanders it was possible to detect a substratum of the pagan beliefs of their ancestors. His experiences in the Arans formed the basis for the plays about Irish rural life that Synge went on to write.
Synge left Paris for London in 1903. He had written two one-act plays, Riders to the Sea and The Shadow of the Glen, the previous year. These met with Lady Gregory's approval and The Shadow of the Glen was performed at the Molesworth Hall in October 1903. Riders to the Sea was staged at the same venue in February the following year. The Shadow of the Glen, under the title In the Shadow of the Glen, formed part of the bill for the opening run of the Abbey Theatre from 27 December 1904 to 3 January 1905. Both plays were based on stories that Synge had collected in the Arans, and Synge relied on props from the Arana to help set the stage for each of them. He also relied on Hiberno-English, the English dialect of Ireland, to reinforce its usefulness as a literary language, partly because he believed that the Irish language could not survive.
The Shadow of the Glen is based on a story about an unfaithful wife, and was criticised by the Irish nationalist leader Arthur Griffith as "a slur on Irish womanhood". Years later Synge wrote: "When I was writing The Shadow of the Glen some years ago I got more aid than any learning could have given me from a chink in the floor of the old Wicklow house where I was staying, that let me hear what was being said by the servant girls in the kitchen." Griffith's criticism encouraged more attacks alleging that Synge described Irish women in an unfair manner. Riders to the Sea was also attacked by nationalists, this time including Patrick Pearse, who decried it because of the author's attitude to God and religion. Pearse, Griffith and other conservative-minded Catholics claimed Synge had done a disservice to Irish nationalism by not idealising his characters, but later critics have stated he idealised the Irish peasantry too much. A third one-act play, The Tinker's Wedding, was drafted around this time, but Synge initially made no attempt to have it performed, largely because of a scene in which a priest is tied up in a sack, which, as he wrote to the publisher Elkin Mathews in 1905, would probably upset "a good many of our Dublin friends".
When the Abbey Theatre was established, Synge was appointed literary adviser and became one of the directors, along with Yeats and Lady Gregory. He differed from Yeats and Lady Gregory on what he believed the Irish theatre should be, as he wrote to Stephen MacKenna:
> I do not believe in the possibility of "a purely fantastic, unmodern, ideal, breezy, spring-dayish, Cuchulainoid National Theatre" ... no drama can grow out of anything other than the fundamental realities of life, which are never fantastic, are neither modern nor unmodern and, as I see them, rarely spring-dayish, or breezy or Cuchulanoid.
Synge's next play, The Well of the Saints, was staged at the Abbey in 1905, again to nationalist disapproval, and then in 1906 at the Deutsches Theater in Berlin. The critic Joseph Holloway asserted that the play combined "lyric and dirt".
### Playboy riots and after
Synge's widely regarded masterpiece, The Playboy of the Western World, was first performed on 26 January 1907, at the Abbey Theatre. A comedy about apparent patricide, it attracted a hostile reaction from sections of the Irish public. The Freeman's Journal described it as "an unmitigated, protracted libel upon Irish peasant men, and worse still upon Irish girlhood". Arthur Griffith, who believed that the Abbey Theatre was insufficiently politically committed, described the play as "a vile and inhuman story told in the foulest language we have ever listened to from a public platform", and perceived a slight on the virtue of Irish womanhood in the line "... a drift of chosen females, standing in their shifts ..." At the time, a shift was known as a symbol representing Kitty O'Shea and her adulterous relationship with Charles Stuart Parnell.
A section of the audience at the opening rioted, causing the third act to be acted out in dumbshow. The disturbances continued for a week, interrupting the following performances. Years later, after a similar disturbance at the opening of The Plough and the Stars by Seán O'Casey, Yeats said the audience had "disgraced yourselves again. Is this to be an ever-recurring celebration of the arrival of Irish genius? Synge first and then O'Casey?"
Although the writing of The Tinker's Wedding began at the same time as Riders to the Sea and In the Shadow of the Glen, it took Synge five years to complete, and was not finished in 1907. Riders was performed in the Racquet Court theatre in Galway on 4–8 January 1907, but not performed again until 1909, and only then in London. The first critic to respond to the play was Daniel Corkery, who said, "One is sorry Synge ever wrote so poor a thing, and one fails to understand why it ever should have been staged anywhere."
## Death
Synge died from Hodgkin lymphoma at the Elpis Nursing Home in Dublin on 24 March 1909, aged 37, and was buried in Mount Jerome Cemetery, Harold's Cross, Dublin. A collected volume, Poems and Translations, with a preface by Yeats, was published by the Cuala Press on 8 April 1909. Yeats and actress and one-time fiancée Molly Allgood (Maire O'Neill) completed Synge's unfinished final play, Deirdre of the Sorrows, and it was presented by the Abbey players on Thursday 13 January 1910, with Allgood as Deirdre.
## Personality
John Masefield, who knew Synge, wrote that he "gave one from the first the impression of a strange personality". Masefield said that Synge's view of life originated in his poor health. In particular, Masefield said "His relish of the savagery made me feel that he was a dying man clutching at life, and clutching most wildly at violent life, as the sick man does".
Yeats described Synge as timid and shy, who "never spoke an unkind word" yet his art could "fill the streets with rioters". Richard Ellmann, the biographer of Yeats and James Joyce, stated that Synge "built a fantastic drama out of Irish life.
Yeats described Synge in the poem "In Memory of Major Robert Gregory":
...And that enquiring man John Synge comes next,
That dying chose the living world for text
And never could have rested in the tomb
But that, long travelling, he had come
Towards nightfall upon certain set apart
In a most desolate stony place,
Towards nightfall upon a race
Passionate and simple like his heart.
Synge was a political radical, immersed in the socialist literature of William Morris, and in his own words "wanted to change things root and branch". Much to the consternation of his mother, he went to Paris in 1896 to become more involved in radical politics, and his interest in the topic lasted until his dying days when he sought to engage his nurses on the topic of feminism.
## Legacy
Yeats said that Synge was "the greatest dramatic genius of Ireland". While Yeats and Lady Gregory were "the centerpieces of the Irish theatrical renaissance, it was Synge ... who gave the movement it national quality ..." His plays helped set the dominant style at the Abbey Theatre until the 1940s. The stylised realism of his writing was reflected in the training given at the theatre's school of acting, and plays of peasant life were the main staple of the repertoire until the end of the 1950s. Sean O'Casey, the next major dramatist to write for the Abbey, knew Synge's work well and attempted to do for the Dublin working classes what Synge had done for the rural poor. Brendan Behan, Brinsley MacNamara, and Lennox Robinson were all indebted to Synge.
The Irish literary critic Vivian Mercier was among the first to recognise Samuel Beckett's debt to Synge. Beckett was a regular member of the audience at the Abbey in his youth and particularly admired the plays of Yeats, Synge and O'Casey. Mercier points out parallels between Synge's casts of tramps, beggars and peasants and many of the figures in Beckett's novels and dramatic works.
Synge's cottage in the Aran Islands has been restored as a tourist attraction. An annual Synge Summer School has been held every summer since 1991 in the village of Rathdrum, County Wicklow. Synge is the subject of Mac Dara Ó Curraidhín's 1999 documentary film, Synge agus an Domhan Thiar (Synge and the Western World). Joseph O'Connor wrote a novel, Ghost Light (2010), loosely based on Synge's relationship with Molly Allgood.
Synge’s correspondence with his cousin, composer Mary Helena Synge, is archived at Trinity College Dublin.
## Works
- In the Shadow of the Glen, 1903
- Riders to the Sea, 1904
- The Well of the Saints, 1905
- The Aran Islands, 1907 (The book at wikisource: The Aran Islands)
- The Playboy of the Western World, 1907
- The Tinker's Wedding, 1908
- Poems and Translations, 1909
- Deirdre of the Sorrows 1910
- In Wicklow and West Kerry, 1912
- Collected Works of John Millington Synge 4 vols, 1962–1968
- Volume 1 Poems, 1962
- Volume 2 Prose, 1966
- Volumes 3 and 4 Plays'', 1968
[^1]: [ Review of The Life and Works of Edward Hutchinson Synge] Living Edition |
39,210,153 | Raymond Pace Alexander | 1,170,365,962 | First African American appointed to the Pennsylvania Courts of Common Pleas | [
"1897 births",
"1974 deaths",
"20th-century African-American politicians",
"20th-century American judges",
"20th-century American politicians",
"African-American history in Philadelphia",
"African-American judges",
"African-American men in politics",
"American civil rights lawyers",
"Burials at West Laurel Hill Cemetery",
"Central High School (Philadelphia) alumni",
"Harvard Law School alumni",
"Judges of the Pennsylvania Courts of Common Pleas",
"Mossell family",
"Philadelphia City Council members",
"Wharton School of the University of Pennsylvania alumni"
]
| Raymond Pace Alexander (October 13, 1897 – November 24, 1974) was an American civil rights leader, lawyer, politician, and the first African American judge appointed to the Pennsylvania Court of Common Pleas. Born and raised in Philadelphia, he became the first black graduate of the Wharton School of Business in 1920. After graduation from Harvard Law School in 1923, Alexander became one of the leading civil rights attorneys in Philadelphia. He gained prominence as a black lawyer willing to fight for equal rights in the Berwyn desegregation case and represented black defendants in other high-profile cases, including the Trenton Six, a group of black men arrested for murder in Trenton, New Jersey.
Alexander began his involvement in politics with unsuccessful runs for a judgeship on the Court of Common Pleas in 1933 and 1937. In 1949 he was considered by President Harry S. Truman for a seat on the United States Court of Appeals for the Third Circuit. He finally won a seat on the Philadelphia City Council in 1951. After two terms on the city council, Alexander was appointed to a seat on the Court of Common Pleas and was re-elected to a ten-year term as a judge in 1959. He continued to work for racial equality throughout his time in the municipal government. Alexander assumed senior status at mandatory retirement age in 1969 and died in 1974. His legacy is honored by a professorship at the University of Pennsylvania.
## Early life and education
Alexander was born into a working-class black family in Philadelphia, Pennsylvania, on October 13, 1897. His parents, like many African Americans in the 1860s and 1870s, had left the rural South looking for economic opportunities and an escape from the violence that accompanied the Jim Crow segregation system in place there. His father, Hillard Boone Alexander, was born a slave in Mecklenburg County, Virginia, and was the son of the plantation owner. He migrated to Philadelphia with his brother, Samuel, in 1880. That same year, Raymond's mother, Virginia Pace, also migrated to Philadelphia with her brother, John Schollie Pace; they had been born slaves in Essex County, Virginia. Hillard and Virginia married in Philadelphia in 1882.
The family, like most of the city's black population, lived in the Seventh Ward in what is called Center City today. W. E. B. Du Bois called the area in which the Alexanders lived the "fair and comfortable" part of the neighborhood. Alexander's father and uncle were "riding masters" who gave horseback riding lessons to wealthy white people in Philadelphia and its suburbs along the Main Line, but by 1915 the emergence of the automobile era led the business to decline and ultimately fail.
In 1909, Alexander's mother died of pneumonia. Although Alexander immediately began working to help support the family, his father felt unable to provide adequate care for the children and sent Alexander and his three siblings (including his sister Virginia) to live with their aunt and uncle, Georgia and John Pace, in a growing black community in North Philadelphia. The Paces were a working-class family as well, and so with even more mouths to feed, Alexander continued working through grade school and high school to help support himself and his siblings. Jobs he held during those years included working on the docks unloading fish, selling newspapers, and owning a bootblack stand where he worked six days per week. Alexander also worked at the Metropolitan Opera House in North Philadelphia for six years, beginning when he was 16 years old. Later, looking back on his time at the Opera House, Alexander said that it had "opened a new world for me", and he credited that environment with giving him "some of the smoothness and culture which characterizes my later years".
Alexander attended Central High School and graduated in 1917, delivering a speech "The Future of the American Negro", at the commencement ceremony. He enrolled at the University of Pennsylvania on a merit scholarship and became the first black graduate of the Wharton School of Business in 1920. He then enrolled at Harvard Law School. While there, Alexander earned a living by working as a teaching assistant during the school year. In the summers, he took classes for a master's degree in political science at Columbia University, though he did not finish the degree. At Columbia, Alexander supported himself by working as a porter for the Delaware, Lackawanna and Western Railroad. While still in law school, Alexander brought his first discrimination lawsuit, suing Madison Square Garden for refusing him entry on account of his race, a violation of New York's equal rights law. As he was not yet admitted to the bar, Alexander hired black Harvard Law School graduate attorney James D. McLendon Jr., to represent him.
## Legal career
Alexander graduated from Harvard Law in 1923. That same year, he married his former Penn classmate Sadie Tanner Mossell. Mossell was the granddaughter of Benjamin Tucker Tanner and in 1927 became the first black woman to earn a law degree from the University of Pennsylvania. They had two daughters, Rae and Mary. He passed the Pennsylvania bar exam in 1923, becoming one of a few black lawyers in the state. Despite his credentials, Alexander had difficulty finding a job in Philadelphia after graduation. Ultimately, he took a position in the law office of John R. K. Scott, a white Republican former congressman with a small office in the city. Shortly thereafter, he opened his own office with a focus on representing black people.
He soon rose to prominence in Philadelphia's black community. In 1924, he represented Louise Thomas, a black woman accused of murdering a black policeman. After she was convicted and sentenced to death, Alexander secured her a new trial. In a new trial before the same judge, Thomas was found not guilty, which Alexander's biographer, David A. Canton, described as "a landmark in Pennsylvania legal history". That same year, he filed an anti-discrimination lawsuit against a movie theater owner in Philadelphia who refused admission to black ticketholders. He lost the case, but it nonetheless raised his profile as a black lawyer willing to fight for equal rights. Around this time, Alexander began to identify with the black intellectual "New Negro" movement, which advocated self-help, racial pride, and protest against injustice. He also joined the National Bar Association (NBA), an association of black lawyers that had formed when its founding members were denied membership in the American Bar Association. Through the NBA, Alexander began to use political protest as well as legal action in the struggle for equal rights. His firm, which now included his wife and Maceo W. Hubbard, relocated to a new building at 19th and Chestnut Streets.
### Berwyn desegregation case
In 1932, Alexander became involved with efforts to desegregate the schools in Berwyn, Pennsylvania, a suburb of Philadelphia. After Easttown Township built a new elementary school, neighboring Tredyffrin Township closed its school and paid to send its students to Easttown (the Berwyn region included parts of both townships). Easttown converted its old (and smaller) school building into one "for the instruction of certain people", which in practice meant all black students in the district, segregating the previously integrated schools. As a result, 212 African American students began to boycott the public schools. The families hired Alexander to press the issue in court.
With the assistance of the National Association for the Advancement of Colored People (NAACP), Alexander negotiated with the school board, attempting to end the boycott, but the stalemate continued into 1933. Tensions increased as the state Attorney General, William A. Schnader, ordered the black parents prosecuted for refusing to send their children to school. Some refused to pay bail and stayed in prison as a protest. Alexander approved of the strategy, while the NAACP thought it too confrontational; they also objected to Alexander's acceptance of help from International Labor Defense lawyers, fearing association with the far-left group.
As the boycott dragged on into 1934, groups organized protest marches in Philadelphia. Schnader, now running for governor, promised to find a solution. Alexander and others credited Schnader's newfound support for their campaign to his recognition of the growing influence of black voters in Pennsylvania. By June, the school board agreed to allow students to be admitted to the two schools on a race-neutral basis, and the parents ended their boycott. The following year, the state passed a strengthened equal rights bill that covered all public accommodations, including schools, and allowed private lawyers to sue segregated businesses. It was introduced by state representative Hobson R. Reynolds, a black Republican from Philadelphia.
### Growing prestige
Alexander rose to national prominence in the black legal community after the Berwyn case, and he began to speak around the country at NBA events, serving as the organization's president from 1933 to 1935. In 1942, he represented Thomas Mattox, a black teenager, as Mattox fought extradition to Georgia where he was accused of assaulting a white man. Alexander argued that Mattox would not receive a fair trial in the South, and the judge agreed, quashing the extradition attempt. He also represented Corrine Sykes, a 23-year-old black maid who was charged with murdering her white employer. This time, Alexander was unsuccessful, as the jury disregarded his arguments that Sykes was mentally impaired and found her guilty. After appeals to the Supreme Court of the United States were denied, Sykes was executed in 1946.
### Trenton Six
In 1948, Alexander became involved with the case of the Trenton Six, a group of black men arrested in Trenton, New Jersey, accused of robbery and murder. Trenton police induced confessions from five of the six, and all were convicted by an all-white jury and sentenced to death. The Civil Rights Congress (CRC), the legal arm of the Communist Party USA, represented three of the men during their appeal; the NAACP Legal Defense and Educational Fund, at the request of their chief counsel, Thurgood Marshall, hired Alexander to represent two of the others. In 1949, the Supreme Court of New Jersey granted the men a new trial but prohibited the CRC from representing any of the defendants because they found that the group had unfairly influenced jury pools through the news media.
In the 1951 re-trial, Alexander established that the police had manufactured evidence in order to secure a quick conviction and quiet public concerns about the crime wave then rippling through Trenton. The judge also ruled out the confessions, which were proved to have been coerced. After a lengthy trial, four were acquitted and two convicted, with the jury recommending life imprisonment. Though not a complete victory, Alexander had demonstrated his skill as a lawyer and saved the lives of his clients, while managing to distance himself from the CRC and other communist groups, an important consideration in the Cold War atmosphere.
## Political and judicial career
### Seeking a judicial nomination
By the 1930s, Alexander's civil rights activity led him to become involved in local politics. At that time, Republicans dominated Philadelphia's political scene, and Alexander ran for a seat on the Court of Common Pleas as a Republican in 1933, but withdrew before the election, a decision the Philadelphia Tribune reported was due to ill health. He grew frustrated with the Republican party organization, which offered only the lowest-level city patronage jobs to blacks. Nonetheless, he saw the Republicans as the best chance for African American advancement in the city and lobbied the party leaders to nominate a black lawyer—preferably him—for one of the judicial seats up for election in 1937. He found little support, and lost the primary election to the three party-endorsed candidates: Byron A. Milner, Clare G. Fenerty, and John Robert Jones. This left the Republicans, like the Democrats, with an all-white ticket again in 1937.
After the election, Alexander joined many black Americans of the era in shifting his allegiance to the Democratic Party. By 1940, however, Alexander decided that the Democrats were no more likely than the Republicans to elect a black judge and, dissatisfied with the New Deal and the party's lack of action on civil rights causes, he returned to the Republicans. Sadie Alexander had followed her husband's political shift to the Democrats and remained there, and in 1946 President Harry S. Truman appointed her to his Committee on Civil Rights. Alexander rejoined the Democratic Party in 1947 and campaigned for Truman the following year.
Following Truman's election, Alexander lobbied to be appointed to a federal district court seat. Around the same time, he was rumored to be among the candidates for a seat on the United States Court of Appeals for the Third Circuit, but the position went to William H. Hastie instead, making Hastie the first black federal appeals court judge in 1950. Canton suggests that Alexander's frequent party-switching and perceived disloyalty to the Democratic Party may have harmed his chances at a nomination. After his efforts at a seat on the federal bench failed, Alexander sought a foreign service appointment, expressing a particular desire to be U.S. Ambassador to Haiti or Ethiopia; he was unsuccessful.
### City Council
By the late 1940s, Alexander joined the ranks of a growing reform movement in the Philadelphia Democratic Party. The group was led by Joseph S. Clark Jr. and Richardson Dilworth, former Republicans who had left their party over machine politics, and James A. Finnegan, a Democratic organization leader who saw that a growing desire for civil service reform and good government could lift his party from its perpetual minority status by attracting independent voters. After reformers passed a new city charter in 1951, Alexander won the Democratic primary to represent the 5th district on the City Council. At the general election that November, Alexander won easily, taking 58% of the vote against incumbent Republican Eugene J. Sullivan. Democrats swept nine of the ten council districts and elected Clark mayor, ending 67 years of Republican rule in the city.
Alexander's campaign for council stressed messages of merit selection for city workers as well as increasing the number of black employees. The promise of civil service reform gained the confidence of black voters, who had traditionally been left out of the Republican patronage system. In 1953, Alexander introduced a resolution in council demanding that the then all-white Girard College admit black students, or else lose its tax-exempt status. The case wended its way through the courts, led by civil rights activist Cecil B. Moore; the school eventually desegregated, but not until 1968, long after Alexander had left City Council.
He was re-elected in 1955 with an increased share of the vote, receiving 70% of the vote to Republican nominee William Lynch's 30%. On the city council, Alexander continued to press the cause of civil service reform. In 1954, he successfully opposed the efforts of fellow Democrats James Tate and Michael J. Towey to weaken the civil service reforms of the new charter. Two years later, Alexander remained opposed, but the amendments' proponents found the required two-thirds vote in Council to make it on to the ballot for popular approval. A referendum on the subject failed in a vote that April.
### Judge
In 1958, Rep. Earl Chudoff, who represented the 4th district in the U.S. House of Representatives, resigned his seat after he was elected to be a judge on the Court of Common Pleas No. 1. In the ensuing special election for the congressional seat, as the 4th district was about 75% black, the Democratic organization wanted a black candidate to replace Chudoff, who was white. They settled on Robert N. C. Nix Sr., a local attorney. Alexander also announced his candidacy for the seat; according to his biographer, Alexander was less interested in serving in Congress than in using the leverage of a primary challenge to force the party organization to back him for a judgeship. The ploy was successful. Alexander soon dropped out of the race and Nix was elected. Governor George M. Leader appointed Alexander to be a judge on the Court of Common Pleas No. 4, to fill a vacancy caused by the resignation of John Morgan Davis, who was elected lieutenant governor in 1958. Governor Leader was initially hesitant to appoint Alexander as it was traditional for the governor to appoint judges from a list of recommendations by the judiciary committee of the Philadelphia Bar Association; however, there was "adequate precedent" for appointing a qualified judge not recommended by the committee, and Rep. William J. Green Jr. used his considerable political influence to ensure Alexander's appointment. On January 5, 1959, Alexander was sworn in, the first black judge to sit on the Court of Common Pleas, and in the election later that year, he won a full ten-year term on the court.
In Alexander's first year on the court, he was disturbed by the high number of black defendants he saw and sought to remedy the problem by creating an alternate probation system for first-time offenders called the "Spiritual Rehabilitation Program", with funding and logistical assistance coming from local churches and synagogues. The program received national attention for its innovative approach to crime but failed to gain much support outside of black churches. He also found himself dragged back into the political realm when Republicans demanded that a grand jury be convened to investigate Democratic corruption in City Hall; Alexander rejected their petition.
Alexander continued to be active as a civil rights leader but clashed with younger activists over the methods best suited to achieving their goals. In 1962, for example, while Alexander urged increased black representation on the Philadelphia Council for Community Advancement, he disagreed with NAACP branch president Cecil B. Moore's call for a boycott of corporate donors to the group. While supporting Martin Luther King Jr.'s civil disobedience campaigns in the South in 1964, he believed some measures hurt the cause by alienating white voters; he called on black leaders to "cease the needless demonstrations, stall-ins, uncalled lie downs especially in the North which bring discredit upon us". In 1966, he condemned the Black Power movement as "a hazardous and meaningless catch-phrase which is as dangerous and divisive for the Negro as the white racism which we have opposed for so long".
Despite differences with Moore and others, Alexander continued to work toward his lifelong goal of racial equality. In 1969, he called for the city to hire more black employees, and in 1972 penned an article in The Philadelphia Inquirer calling for the Philadelphia Police Department to do the same. Meanwhile, he spoke out against black separatism, calling it "reverse racism". His focus increasingly was on how economic issues exacerbated racial problems, and he called for a universal basic income and affirmative action to remedy the problem. Nevertheless, according to Canton, by the 1970s young blacks viewed Alexander and his generation of civil rights leaders as "out of touch and too dependent on the white elite".
## Death and legacy
Having reached the mandatory retirement age of 70, Alexander was forced to retire from the court at the end of 1969, but stayed on as a senior judge. On the night of November 25, 1974, Alexander was found dead of a heart attack in his judicial chambers. Leon Sullivan officiated Alexander's funeral at Philadelphia's First Baptist Church, after which the judge was buried in West Laurel Hill Cemetery in Bala Cynwyd, Pennsylvania. In 2007, the University of Pennsylvania endowed the Raymond Pace and Sadie Tanner Mossell Alexander Professorship, devoted to the study of civil rights and race relations. Their daughters donated portraits of their parents to the law school to coincide with the announcement.
## See also
- List of African-American jurists
- List of first minority male lawyers and judges in Pennsylvania |
31,124,517 | German battleship Tirpitz | 1,170,981,982 | Bismarck-class battleship of Nazi Germany's Kriegsmarine | [
"1939 ships",
"Articles containing video clips",
"Battleships sunk by aircraft",
"Bismarck-class battleships",
"Maritime incidents in November 1944",
"Maritime incidents in September 1944",
"Naval aviation operations and battles",
"Ships built in Wilhelmshaven",
"Ships sunk by British aircraft",
"Shipwrecks of Norway",
"World War II battleships of Germany",
"World War II shipwrecks in the Norwegian Sea"
]
| Tirpitz () was the second of two Bismarck-class battleships built for Nazi Germany's Kriegsmarine (navy) prior to and during the Second World War. Named after Grand Admiral Alfred von Tirpitz, the architect of the Kaiserliche Marine (Imperial Navy), the ship was laid down at the Kriegsmarinewerft in Wilhelmshaven in November 1936 and her hull was launched two and a half years later. Work was completed in February 1941, when she was commissioned into the German fleet. Like her sister ship, Bismarck, Tirpitz was armed with a main battery of eight 38-centimetre (15 in) guns in four twin turrets. After a series of wartime modifications she was 2000 tonnes heavier than Bismarck, making her the heaviest battleship ever built by a European navy.
After completing sea trials in early 1941, Tirpitz briefly served as the centrepiece of the Baltic Fleet, which was intended to prevent a possible break-out attempt by the Soviet Baltic Fleet. In early 1942, the ship sailed to Norway to act as a deterrent against an Allied invasion. While stationed in Norway, Tirpitz was also intended to be used to intercept Allied convoys to the Soviet Union, and two such missions were attempted in 1942. This was the only feasible role for her, since the St Nazaire Raid had made operations against the Atlantic convoy lanes too risky. Tirpitz acted as a fleet in being, forcing the British Royal Navy to retain significant naval forces in the area to contain the battleship.
In September 1943, Tirpitz, along with the battleship Scharnhorst, bombarded Allied positions on Spitzbergen, the only time the ship used her main battery in an offensive role. Shortly thereafter, the ship was damaged in an attack by British mini-submarines and subsequently subjected to a series of large-scale air raids. On 12 November 1944, British Lancaster bombers equipped with 12,000-pound (5,400 kg) "Tallboy" bombs scored two direct hits and a near miss which caused the ship to capsize rapidly. A deck fire spread to the ammunition magazine for one of the main battery turrets, which caused a large explosion. Figures for the number of men killed in the attack range from 950 to 1,204. Between 1948 and 1957, the wreck was broken up by a joint Norwegian and German salvage operation.
## Design
The two Bismarck-class battleships were designed in the mid-1930s by the German Kriegsmarine as a counter to French naval expansion, specifically the two Richelieu-class battleships France had started in 1935. Laid down after the signing of the Anglo-German Naval Agreement of 1935, Tirpitz and her sister Bismarck were nominally within the 35,000-long-ton (36,000 t) limit imposed by the Washington regime that governed battleship construction in the interwar period. The ships secretly exceeded the figure by a wide margin, though before either vessel was completed, the international treaty system had fallen apart following Japan's withdrawal in 1937, allowing signatories to invoke an "escalator clause" that permitted displacements as high as 45,000 long tons (46,000 t).
Tirpitz displaced 42,900 t (42,200 long tons) as built and 52,600 t (51,800 long tons) fully loaded, with a length of 251 m (823 ft 6 in), a beam of 36 m (118 ft 1 in) and a maximum draft of 10.60 m (34 ft 9 in). Her standard crew numbered 103 officers and 1,962 enlisted men; during the war this was increased to 108 officers and 2,500 men. She was powered by three Brown, Boveri & Cie geared steam turbines, each driving a screw propeller, with steam provided by twelve oil-fired Wagner superheated water-tube boilers. Her propulsion system developed a total of 163,023 PS (160,793 shp; 119,903 kW) and yielded a maximum speed of 30.8 knots (57.0 km/h; 35.4 mph) on speed trials.
She was armed with eight 38 cm SK C/34 L/52 guns arranged in four twin gun turrets: two superfiring turrets forward—Anton and Bruno—and two aft—Caesar and Dora. Her secondary armament consisted of twelve 15 cm L/55 guns, sixteen 10.5 cm L/65 and sixteen 3.7 cm (1.5 in) L/83, and initially twelve 2 cm (0.79 in) C/30 anti-aircraft guns. The number of 2 cm guns was eventually increased to 58. After 1942, eight 53.3 cm (21 in) above-water torpedo tubes were installed in two quadruple mounts, one mount on each side of the ship.
As built, Tirpitz was equipped with Model 23 search radars mounted on the forward, foretop, and rear rangefinders. These were later replaced with Model 27 and then Model 26 radars, which had a larger antenna array. A Model 30 radar, known as the Hohentwiel, was mounted in 1944 in her topmast, and a Model 213 Würzburg fire-control radar was added on her stern 10.5 cm (4.1 in) Flak rangefinders.
The ship's main belt was 320 mm (13 in) thick and was covered by a pair of upper and main armoured decks that were 50 mm (2 in) and 100 to 120 mm (3.9 to 4.7 in) thick, respectively. The 38 cm turrets were protected by 360 mm (14 in) thick faces and 220 mm (8.7 in) thick sides.
## Service history
Tirpitz was ordered as Ersatz Schleswig-Holstein as a replacement for the old pre-dreadnought Schleswig-Holstein, under the contract name "G". The Kriegsmarinewerft shipyard in Wilhelmshaven was awarded the contract, where the keel was laid on 20 October 1936. The hull was launched on 1 April 1939; during the elaborate ceremonies, the ship was christened by Ilse von Hassell, the daughter of Admiral Alfred von Tirpitz, the ship's namesake. Adolf von Trotha, a former admiral in the Imperial German Navy, spoke at the ship's launching, which was also attended by Adolf Hitler. Fitting-out work was completed by February 1941. British bombers repeatedly attacked the harbour in which the ship was being built; no bombs struck Tirpitz, but the attacks slowed construction work. Tirpitz was commissioned into the fleet on 25 February for sea trials, which were conducted in the Baltic.
After sea trials, Tirpitz was stationed in Kiel and performed intensive training in the Baltic. While the ship was in Kiel, Germany invaded the Soviet Union. A temporary Baltic Fleet was created to prevent the breakout of the Soviet fleet based in Leningrad. Tirpitz was briefly made the flagship of the squadron, which consisted of the heavy cruiser Admiral Scheer, the light cruisers Köln, Nürnberg, Leipzig, and Emden, several destroyers, and two flotillas of minesweepers. The Baltic Fleet, under the command of Vice Admiral Otto Ciliax, patrolled off Åland from 23 to 26 September 1941, after which the unit was disbanded and Tirpitz resumed training. During the training period, Tirpitz tested her primary and secondary guns on the old pre-dreadnought battleship Hessen, which had been converted into a radio-controlled target ship. The British Royal Air Force (RAF) continued to launch unsuccessful bombing raids on Tirpitz while she was stationed in Kiel.
### Deployment to Norway
Grand Admiral Erich Raeder, the commander of the Kriegsmarine, proposed on 13 November 1941 that Tirpitz be deployed to Norway. The ship would be able to attack convoys bound for the Soviet Union, and act as a fleet in being to tie down British naval assets and deter an Allied invasion of Norway. Hitler, who had forbidden an Atlantic sortie after the loss of Bismarck, agreed to the proposal. The ship was taken into dock for modifications for the deployment. The ship's anti-aircraft battery was strengthened, and the 10.5 cm guns on the superstructure next to the catapult were moved outboard to increase their field of fire. The two quadruple 53.3 cm torpedo tube mounts were also installed during this refit. The ship's commander, Kapitän zur See (KzS–Captain at Sea) Karl Topp, pronounced the ship ready for combat operations on 10 January 1942. The following day, Tirpitz left for Wilhelmshaven, a move designed to conceal her actual destination.
The ship left Wilhelmshaven at 23:00 on 14 January and made for Trondheim. British military intelligence, which was capable of decrypting the Enigma messages sent by the German navy, detected the departure of the vessel, but poor weather in Britain prevented action by the RAF. Admiral John Tovey, the commander in chief of the British Home Fleet, was not made aware of Tirpitz's activities until 17 January, well after the ship had arrived in Norway. On 16 January, British aerial reconnaissance located the ship in Trondheim. Tirpitz then moved to the Fættenfjord, just north-east of Trondheim. The movement was codenamed Operation Polarnacht (Polar Night); the battleship was escorted by the destroyers Z4 Richard Beitzen, Z5 Paul Jakobi, Z8 Bruno Heinemann and Z29 for the voyage. The Norwegian resistance movement transmitted the location to London. She was moored next to a cliff, which protected the ship from air attacks from the southwest. The ship's crew cut down trees and placed them aboard Tirpitz to camouflage her. The crew also frequently hid the entire ship from aerial reconnaissance and attacks inside a cloud of artificial fog, created using water and chlorosulfuric acid. Additional anti-aircraft batteries were installed around the fjord, as were anti-torpedo nets and heavy booms in the entrance to the anchorage. Tirpitz was known as the "Lonely Queen of the North" because she was so rarely deployed, and life for her crew was very monotonous. Frequent fuel shortages curtailed training and kept the battleship and her escorts moored behind their protective netting. The crew was primarily occupied with maintaining the ship and continuously manning anti-aircraft defences. Sports activities were organised to keep the crew occupied and physically fit.
### Operations against Allied convoys
Several factors hindered Tirpitz's freedom of operation in Norway. The most pressing were shortages of fuel and the withdrawal of the German destroyer forces to support Operation Cerberus, the movement of the battleships Scharnhorst and Gneisenau and the heavy cruiser Prinz Eugen through the English Channel. These caused a planned attack against the outbound convoy PQ 8 at the end of January to be abandoned. A planned British air attack at the end of January by four-engined heavy bombers was disrupted by poor weather over the target, which prevented the aircraft from finding the ship. In early February, Tirpitz took part in the deceptions that distracted the British in the run-up to Operation Cerberus. These included steaming out of the fjord and the appearance of preparations for a sortie into the North Sea. Later that month, the ship was reinforced by the heavy cruisers Admiral Scheer and Prinz Eugen and several destroyers. Prinz Eugen had been torpedoed by a British submarine at the entrance to the Fættenfjord, and was temporarily out of action.
In March 1942 Tirpitz and Admiral Scheer, along with the destroyers Z14 Friedrich Ihn, Z5 Paul Jakobi, Z7 Hermann Schoemann and Z25 and a pair of torpedo boats, were intended to attack the homebound convoy QP 8 and the outbound Convoy PQ 12 as part of Unternehmen Sportpalast (Operation Sports Palace). Admiral Scheer, with a design speed of 26 knots (48 km/h; 30 mph), was too slow to operate with Tirpitz and was left in port, as was the destroyer Paul Jakobi. The two torpedo boats were also released from the operation. On 5 March, Luftwaffe reconnaissance aircraft spotted PQ 12 near Jan Mayen Island; the reconnaissance failed to note the battleship HMS Duke of York or the battlecruiser HMS Renown, both of which were escorting the convoy, along with four destroyers.
Unknown to the Germans, Admiral Tovey was providing distant support to the convoys with the battleship HMS King George V, the aircraft carrier HMS Victorious, the heavy cruiser HMS Berwick, and six destroyers. Enigma intercepts again forewarned the British of Tirpitz's attack, which allowed them to reroute the convoys. Admiral Tovey attempted to pursue Tirpitz on 9 March, but Admiral Otto Ciliax, the commander of the German squadron, had decided to return to port the previous evening. An air attack was launched early on the 9th; twelve Fairey Albacore torpedo bombers attacked the ship in three groups, and Tirpitz successfully evaded the torpedoes. Only three men were wounded in the attack. Tirpitz's anti-aircraft gunners shot down two of the British aircraft. After the conclusion of the attack, Tirpitz made for Vestfjord, and from there to Trondheim, arriving on the evening of 13 March. On 30 March, thirty-three Halifax bombers attacked the ship; they scored no hits, and five aircraft were shot down. The RAF launched a pair of unsuccessful strikes in late April. On the night of 27–28 April, thirty-one Halifaxes and twelve Lancasters attacked; five of the bombers were shot down. Another raid, composed of twenty-three Halifaxes and eleven Lancasters, took place the following night. Two of the bombers were shot down by the German anti-aircraft defences.
The actions of Tirpitz and her escorting destroyers in March used up 8,230 tonnes (8,100 long tons) of fuel oil, which greatly reduced the available fuel supply. It took the Germans three months to replenish the fuel spent in the attempt to intercept the two Allied convoys. Convoy PQ 17, which left Iceland on 27 June bound for the Soviet Union, was the next convoy targeted by Tirpitz and the rest of the German fleet stationed in Norway, during Unternehmen Rösselsprung (Operation Knight's Move). Escorting the convoy were the battleships Duke of York and USS Washington and the carrier Victorious. Tirpitz, Admiral Hipper, and six destroyers sortied from Trondheim, while a second task force consisting of Lützow, Admiral Scheer, and six destroyers operated from Narvik and Bogenfjord. Lützow and three of the destroyers struck uncharted rocks while en route to the rendezvous and had to return to port. Shortly after Tirpitz left Norway, the Soviet submarine K-21 fired two or four torpedoes at the ship, all of which missed. The Soviets claimed two hits on the battleship. Swedish intelligence had meanwhile reported the German departures to the British Admiralty, which ordered the convoy to disperse. Aware that they had been detected, the Germans aborted the operation and turned over the attack to U-boats and the Luftwaffe. The scattered vessels could no longer be protected by the convoy escorts, and the Germans sank 21 of the 34 isolated transports. Tirpitz returned to Altafjord via the Lofoten Islands.
Following Rösselsprung, the Germans moved Tirpitz to Bogenfjord near Narvik. By this time, the ship needed a major overhaul. Hitler had forbidden the ship to make the dangerous return to Germany, and so the overhaul was conducted in Trondheim. On 23 October, the ship left Bogenfjord and returned to Fættenfjord outside Trondheim. The defences of the anchorage were further strengthened; additional anti-aircraft guns were installed, and double anti-torpedo nets were laid around the vessel. The repairs were conducted in limited phases, so Tirpitz would remain partially operational for the majority of the overhaul. A caisson was built around the stern to allow the replacement of the ship's rudders. During the repair process, the British attempted to attack the battleship with two Chariot human torpedoes, but before they could be launched, rough seas caused them to break away from the fishing vessel which was towing them. By 28 December, the overhaul had been completed, and Tirpitz began sea trials. She conducted gunnery trials on 4 January 1943 in Trondheim Fjord. On 21 February, Topp was promoted to Rear Admiral and was replaced by Captain Hans Meyer; five days later the battleship Scharnhorst was ordered to reinforce the fleet in Norway. Vice Admiral Oskar Kummetz was given command of the warships stationed in Norway.
By the time Scharnhorst arrived in Norway in March 1943, Allied convoys to the Soviet Union had temporarily ceased. To give the ships an opportunity to work together, Admiral Karl Dönitz, who had replaced Raeder in the aftermath of the Battle of the Barents Sea on 31 December 1942, ordered an attack on Spitzbergen, which housed a British weather station and refuelling base. Spitzbergen was defended by a garrison of 152 men from the Norwegian Armed Forces in exile. The two battleships, escorted by ten destroyers, left port on 6 September; in a ruse de guerre, Tirpitz flew the white ensign on the approach to the island the following day. During the bombardment, Tirpitz fired 52 main-battery shells and 82 rounds from her 15 cm secondaries. This was the first and only time the ship fired her main battery at an enemy surface target. An assault force destroyed shore installations and captured 74 prisoners. By 11:00, the battleships had destroyed their targets and headed back to their Norwegian ports.
### British attacks on Tirpitz
#### Operation Source
The British were determined to neutralise Tirpitz and remove the threat she posed to the Allied arctic convoys. Following the repeated, ineffectual bombing attacks and the failed torpedo attack in October 1942, the British turned to the newly designed X Craft midget submarines. The planned attack, Operation Source, included attacks on Tirpitz, Scharnhorst, and Lützow. The X Craft were towed by large submarines to their destinations, where they could slip under anti-torpedo nets and each drop two powerful two-tonne mines onto the sea bed under the target. Ten vessels were assigned to the operation, scheduled for 20–25 September 1943. Only eight of them reached Kåfjord in Norway for the attack, which began early on 22 September. Three of the vessels, X5, X6, and X7, successfully breached Tirpitz's defences, two of which—X6 and X7—managed to lay their mines. X5 was detected 200 m (660 ft) from the nets and sunk by a combination of gunfire and depth charges.
The mines damaged the ship extensively. The first exploded abreast of turret Caesar, and the second detonated 45 to 55 m (148 to 180 ft) off the port bow. A fuel oil tank was ruptured, shell plating was torn, a large indentation was formed in the bottom of the ship, and bulkheads in the double bottom buckled. Some 1,430 t (1,410 long tons) of water flooded the ship in fuel tanks and void spaces in the double bottom of the port side, which caused a list of one to two degrees, which was balanced by counter-flooding on the starboard side. The flooding damaged all of the turbo-generators in generator room No. 2, and all apart from one generator in generator room No. 1 were disabled by broken steam lines or severed power cables. Turret Dora was thrown from its bearings and could not be rotated; this was particularly significant, as there were no heavy-lift cranes in Norway powerful enough to lift the turret and place it back on its bearings. The ship's two Arado Ar 196 floatplanes were completely destroyed. Repairs were conducted by the repair ship Neumark; historians William Garzke and Robert Dulin remarked that the successful repair effort was "one of the most notable feats of naval engineering during the Second World War". Repairs lasted until 2 April 1944; full speed trials were scheduled for the following day in Altafjord.
#### Operation Tungsten
The British were aware that Neumark and the repair crews left in March, which intimated Tirpitz was nearly operational. A major air strike—Operation Tungsten—involving the fleet carriers Victorious and Furious and the escort carriers Emperor, Fencer, Pursuer, and Searcher, was set for 4 April 1944, but rescheduled a day earlier when Enigma decrypts revealed that Tirpitz was to depart at 05:29 on 3 April for sea trials. The attack consisted of 40 Barracuda dive-bombers carrying 500-pound (230 kg), 600-pound (270 kg) and 1,600-pound (730 kg) armour-piercing bombs and 40 escorting fighters in two waves, scoring fifteen direct hits and two near misses. The aircraft achieved surprise, and only one was lost in the first wave; it took twelve to fourteen minutes for all of Tirpitz''s anti-aircraft batteries to be fully manned. The first wave struck at 05:29, as tugs were preparing to assist the ship out of her mooring. The second wave arrived over the target an hour later, shortly after 06:30. Despite the alertness of the German anti-aircraft gunners, only one other bomber was shot down.
The air strikes did not penetrate the main armour but nonetheless caused significant damage to the ship's superstructure and inflicted serious casualties. William Garzke and Robert Dulin report the attack killed 122 men and wounded 316 others, while Hildebrand, Röhr, & Steinmetz report 132 fatalities and 270 wounded men, including the ship's commander, KzS Hans Meyer. Two of the 15 cm turrets were destroyed by bombs, and both Ar 196 floatplanes were destroyed. Several of the bomb hits caused serious fires aboard the ship. Concussive shock disabled the starboard turbine engine, and saltwater used to fight the fires reached the boilers and contaminated the feed water. Some 2,000 t (2,000 long tons) of water flooded the ship, primarily through the two holes in the side shell created by shell splinters from near misses. Water used to fight the fires also contributed to the flooding. Dönitz ordered the ship be repaired, regardless of the cost, despite the fact that he understood Tirpitz could no longer be used in a surface action because of insufficient fighter support. Repair work began in early May; destroyers ferried important equipment and workers from Kiel to Altafjord over the span of three days. By 2 June, the ship was again able to steam under her own power, and by the end of the month gunnery trials were possible. During the repair process, the 15 cm guns were modified to allow their use against aircraft, and specially fuzed 38 cm shells for barrage anti-aircraft fire were supplied.
#### Operations Planet, Brawn, Tiger Claw, Mascot and Goodwood
A series of carrier strikes was planned over the next three months, but bad weather forced their cancellation. A repeat of Operation Tungsten, codenamed Operation Planet, was scheduled for 24 April. Operation Brawn, which was to have been carried out by 27 bombers and 36 fighters from Victorious and Furious, was to have taken place on 15 May, and Operation Tiger Claw was intended for 28 May. Victorious and Furious were joined by Indefatigable for Operation Mascot, which was to have been carried out on 17 July by 62 bombers and 30 fighters. In late August the weather improved, allowing the Goodwood series of attacks. Operations Goodwood I and II were launched on 22 August; a carrier force consisting of the fleet carriers Furious, Indefatigable and Formidable and the escort carriers Nabob and Trumpeter launched a total of 38 bombers and 43 escort fighters between the two raids.
The attacks failed to inflict any damage on Tirpitz and three of the attacking aircraft were shot down. Goodwood III followed on 24 August, composed of aircraft from the fleet carriers only. Forty-eight bombers and 29 fighters attacked the ship and scored two hits which caused minor damage. One, a 1,600-pound bomb, penetrated the upper and lower armour decks and came to rest in the No. 4 switchboard room. Its fuze had been damaged and the bomb did not detonate. The second, a 500-pound (230 kg) bomb, exploded causing superficial damage. Six aircraft were shot down in the attack. Goodwood IV followed on 29 August, with 34 bombers and 25 fighters from Formidable and Indefatigable. Heavy fog prevented any hits from being scored. Tirpitz's gunners shot down one Firefly and a Corsair. The battleship expended 54 rounds from her main guns, 161 from the 15 cm guns and up to 20 per cent of her light anti-aircraft ammunition.
#### Operations Paravane and Obviate
The ineffectiveness of the great majority of the strikes launched by the Fleet Air Arm in mid-1944 led to the task of Tirpitz's destruction being transferred to the RAF's No. 5 Group. The RAF used Lancaster bombers to carry 6-short-ton (5.4 t) Tallboy bombs to penetrate the ship's heavy armour. The first attack, Operation Paravane, took place on 15 September 1944; operating from a forward base at Yagodnik in Russia, 23 Lancasters (17 each carrying one Tallboy and six each carrying twelve JW mines), scored a single hit on the ship's bow. The Tallboy penetrated the ship, exited the keel, and exploded in the bottom of the fjord. The bow was flooded with 800 to 1,000 t (790 to 980 long tons) of water, causing a serious increase in trim forward. The ship was rendered unseaworthy and was limited to 8 to 10 knots (15 to 19 km/h; 9.2 to 11.5 mph). Concussive shock caused severe damage to fire-control equipment. The damage persuaded the naval command to repair the ship for use only as a floating gun battery. Repair work was estimated to take nine months, but patching of the holes could be effected within a few weeks, allowing Tirpitz to be moved further south to Tromsø. On 15 October, the ship made the 200 nmi (370 km; 230 mi) trip to Tromsø under her own power, the last voyage of her career.
The RAF made a second attempt on 29 October, after the ship was moored off Håkøya Island outside Tromsø. Thirty-two Lancasters attacked the ship with Tallboys during Operation Obviate. As on Operation Paravane, No. 9 Squadron and No. 617 Squadron carried out the attack together, which resulted in only one near miss, partially the result of bad weather over the target. The underwater explosion damaged the port rudder and shaft and caused some flooding. Tirpitz's 38 cm fragmentation shells proved ineffective in countering the high-level bombers; one aircraft was damaged by ground-based anti-aircraft guns. Following the attack, the ship's anchorage was significantly improved. A large sandbank was constructed under and around the ship to prevent her from capsizing, and anti-torpedo nets were installed. Tirpitz retained a one-degree list to port from earlier damage, and this was not corrected by counter-flooding to retain as much reserve buoyancy as possible. The ship was also prepared for her role as a floating artillery platform: fuel was limited to what was necessary to power the turbo-generators, and the crew was reduced to 1,600 officers and enlisted men.
#### Operation Catechism
Operation Catechism, the final British attack on Tirpitz, took place on 12 November 1944. The ship again used her 38 cm guns against the bombers, which approached the battleship at 09:35; Tirpitz's main guns forced the bombers to disperse temporarily, but could not break up the attack. A force of 32 Lancasters from Nos. 9 and 617 Squadrons dropped 29 Tallboys on the ship, landing two direct hits and one near miss. Several other bombs landed within the anti-torpedo net barrier and caused significant cratering of the seabed; this removed much of the sandbank that had been constructed to prevent the ship from capsizing. One bomb penetrated the ship's deck between turrets Anton and Bruno but failed to explode. A second hit amidships between the aircraft catapult and the funnel and caused severe damage. A very large hole was blown in the ship's side and bottom; the entire section of belt armour abreast of the bomb hit was completely destroyed. A third bomb may have struck the port side of turret Caesar.
The amidships hit caused significant flooding and quickly increased the port list to between 15 and 20 degrees. In ten minutes the list increased to 30 to 40 degrees, and the captain issued the order to abandon ship. The list increased to 60 degrees by 09:50; this appeared to stabilise temporarily. Eight minutes later, a large explosion rocked turret Caesar. The turret roof and part of the rotating structure were thrown 25 m (82 ft) into the air and into a group of men swimming to shore, crushing them. Tirpitz rapidly rolled over and buried her superstructure in the sea floor. In the aftermath of the attack, 82 men trapped in the upturned hull were rescued by cutting through the exposed bottom. Figures for the death toll vary from approximately 950 to 1,204. Approximately 200 survivors of the sinking were transferred to the heavy cruiser Lützow in January 1945.
The performance of the Luftwaffe in the defence of Tirpitz was heavily criticised after her loss. Major Heinrich Ehrler, the commander of III./Jagdgeschwader 5 (3rd Wing of the 5th Fighter Group), was blamed for the Luftwaffe's failure to intercept the British bombers. He was court-martialled in Oslo and threatened with the death penalty. Evidence was presented that his unit had failed to help the Kriegsmarine when requested. He was sentenced to three years in prison, but was released after a month, demoted, and reassigned to an Me 262 fighter squadron in Germany. Ehrler was exonerated by further investigations which concluded poor communication between the Kriegsmarine and the Luftwaffe had caused the fiasco; the aircrews had not been informed that Tirpitz had been moved off Håkøya two weeks before the attack. The wreck of Tirpitz remained in place until after the war, when a joint German-Norwegian company began salvage operations. Work lasted from 1948 until 1957; fragments of the ship were sold by a Norwegian company. Ludovic Kennedy wrote in his history of the vessel that she "lived an invalid's life and died a cripple's death". |
13,362,612 | Flower (video game) | 1,173,830,189 | 2009 video game | [
"2009 video games",
"Annapurna Interactive games",
"Art games",
"BAFTA winners (video games)",
"Bluepoint Games games",
"D.I.C.E. Award winners",
"Fantasy video games",
"IOS games",
"Indie games",
"PhyreEngine games",
"PlayStation 3 games",
"PlayStation 4 games",
"PlayStation Network games",
"PlayStation Vita games",
"Single-player video games",
"Sony Interactive Entertainment games",
"Spike Video Game Award winners",
"Thatgamecompany",
"Video games about plants",
"Video games developed in the United States",
"Windows games"
]
| Flower is a video game developed by Thatgamecompany and published by Sony Computer Entertainment. It was designed by Jenova Chen and Nicholas Clark and was released in February 2009 on the PlayStation 3, via the PlayStation Network. PlayStation 4 and PlayStation Vita versions of the game were ported by Bluepoint Games and released in November 2013. An iOS version was released in September 2017, and a Windows version was released in February 2019, both published by Annapurna Interactive. The game was intended as a "spiritual successor" to Flow, a previous title by Chen and Thatgamecompany. In Flower, the player controls the wind, blowing a flower petal through the air using the movement of the game controller. Flying close to flowers results in the player's petal being followed by other flower petals. Approaching flowers may also have side-effects on the game world, such as bringing vibrant color to previously dead fields or activating stationary wind turbines. The game features no text or dialogue, forming a narrative arc primarily through visual representation and emotional cues.
Flower was primarily intended to arouse positive emotions in the player, rather than to be a challenging and "fun" game. This focus was sparked by Chen, who felt that the primary purpose of entertainment products like video games was the feelings that they evoked in the audience and that the emotional range of most games was very limited. The team viewed their efforts as creating a work of art, removing gameplay elements and mechanics that were not provoking the desired response in the players. The music, composed by Vincent Diamante, dynamically responds to the player's actions and corresponds with the emotional cues in the game. Flower was a critical success, to the surprise of the developers. Reviewers praised the game's music, visuals, and gameplay, calling it a unique and compelling emotional experience. It was named the "best independent game of 2009" at the Spike Video Game Awards, and won the "Casual Game of the Year" award by the Academy of Interactive Arts and Sciences.
## Gameplay
Flower is divided up into six main levels and one credits level. Each level is represented by a flower in a pot on a city apartment windowsill, and upon selecting one the player is taken to the "dream" of that flower. Once inside a level, the player controls the wind as it blows a single flower petal through the air. Changes in the pitch and roll of the floating petal are accomplished by tilting the PlayStation 3 controller. Pressing any button blows the wind harder, which in turn moves the petal faster. The camera generally follows just behind the petal, though it sometimes moves to show a new objective or consequence of the player's actions.
Groups and lines of flowers are present in each level; approaching these with the petal causes them to bloom and a new petal to trail the first. When the player approaches certain flowers or groups of flowers, changes are made to the game world. These include opening new areas, transforming dead grassy areas to bright green fields, or activating wind turbines. These changes generally result in new flowers sprouting for the player to interact with. Flying through each flower results in a musical chime that harmonizes with the music. The music itself dynamically adjusts as changes are made to the world. The more flower petals the player has trailing the lead petal, the faster the petals move. It is impossible for the player to lose a level or any progress. The game features no enemies, hit points, or time limits. A single play-through of the game takes approximately one hour.
Although no speech or text is used anywhere in the game aside from credits and interaction hints in the main menu, the six flower dreams follow a narrative arc. The player's starting location in each stage appears to be near the ending location of the previous one, and through the course of the game the player approaches a distant city. The first levels focus on restoring life and color to the landscape. After activating a series of windmills, the player flies through a nighttime field, illuminating darkened strings of lights until they reach the city. The city is full of menacing metal structures, small arcs of electricity, and washed-out buildings; the player enlivens the city in the final two levels and transforms it into a bright and cheerful place.
As the player progresses through the different levels of the game, the city viewed through the apartment window in the level selection screen gradually becomes more vibrant and colorful. If the player triggers three secret flowers in each level, the cityscape is replaced with a bright field with mountains in the background. The music changes in scope as the game progresses, growing in scale and complexity and adding to the narrative arc. The credits level is played in a similar manner to the main levels, but as the player flies through each flower the name of a person involved in the game appears above it. Flower includes PlayStation Network trophies in keeping with the game's feel. While some are objective-based, many are centered on relaxing and watching the scenery.
## Development
Flower was developed as a spiritual successor to Flow, a 2006 Flash game created by Jenova Chen and Nicholas Clark while the two were students at the University of Southern California. Flow was later developed into a PlayStation 3 game by Thatgamecompany in 2007 and a PlayStation Portable game by SuperVillain Studios in 2008. Flower was Thatgamecompany's "first game outside the safety net of academia". It was first announced at the Tokyo Game Show on September 24, 2007, and was released on the PlayStation Network on February 12, 2009. Flower was intended primarily to provoke positive emotions in the player, and to act as "an emotional shelter". Six to nine people were involved at varying stages of development. Chen, who co-founded Thatgamecompany with game producer Kellee Santiago, was the creative director in charge of the game, while Clark was the lead designer. Chen described the game as "an interactive poem exploring the tension between urban and nature". He decided on the "nature" theme early in the development process, saying that he "had this concept that every PlayStation is like a portal in your living room, it leads you to somewhere else. I thought; wouldn't it be nice if it was a portal that would allow you to be embraced by nature".
Before beginning work, the development team commissioned two pieces of music that they felt would inspire the right emotional tone for the game to guide their efforts. They created a number of prototypes, including concepts focused on growing flowers and based around human consciousness. The team decided that a prototype centered on petals floating in the wind best captured the emotions they wanted to evoke. They made keeping the player in a peaceful emotional state their design focus, and removed elements that frustrated players such as petal collection requirements to unlock levels and game mechanics that were too traditional and made the players too excited. The team tried to not place any barriers in the levels, allowing the player to go anywhere in an open world but realized that without a few guidelines, such as the camera focusing on new flowers or segmenting the levels, players became confused and frustrated. Chen described the process as "almost like we wanted to throw away the traditional game design, but we end up picking up all the pieces we threw away and putting them back because we know those are actually needed to deliver a good guided experience". The overall development time was two years, but the team spent three quarters of that time in the prototyping stage. After deciding on the game elements, Flower was produced in only six months.
The game's focus on emotions was sparked by Chen, who felt that the primary purpose of entertainment products like video games was the feelings that they evoked in the audience and that the emotional range of most games was very limited. Chen tried to make the game focus more on emotions than on a message; he specifically changed the design of Flower when early testers felt there was a message of promoting green energy in the game. To make Flower have the "emotional spectrum" that he wanted, Chen looked at the development process as creating a work of art, rather than a "fun" game, which would not provoke the desired emotions. He summarized this view by saying that the only gameplay mechanic is hitting a flower to trigger a new event. The team specifically cut out deeper gameplay elements because these would have added "challenge" to the game, which, while fun, would not have been relaxing. Santa Monica Studio contracted with Bluepoint Games to create ports of the game for the PlayStation 4 and PlayStation Vita, which were published in November 2013 to correspond with the release of the PlayStation 4. Annapurna Interactive brought Flower to the iOS platform in September 2017, and to Microsoft Windows in February 2019.
### Music
The music for Flower was created by Vincent Diamante, a video game music composer and professor at the University of Southern California's Interactive Media Division. He had previously scored the music for Chen's first game Cloud (2005), and Dyadin (2005), when he and Chen were both at the University of Southern California. He worked directly with the development team to integrate the music into the game by adjusting the placements of flowers and the tones that each type played when they were reached. He did this by harmonizing the gameplay with the music, and adjusting the music dynamically to correspond to changes in the game world. Diamante used his music to influence the development team in adapting ideas he had for the game.
The music and instruments in each level were chosen to correspond to the game world and the level's placement in the overall emotional arc. The music is composed of multiple layers of acoustic instrument tracks that rise and fall in correlation with the player's actions. The instruments used include pianos, string instruments such as classical guitars, and woodwinds such as bass flutes and bassoons. The number of instruments playing increases in correlation with the amount of petals that the player gathers. The music is meant to suggest natural sounds like wind. The instrument tracks were intended to be able to stand on their own, even when used in a large orchestrated group as in levels three and six. Several times in the development process, Diamante became so attached to a piece of music that needed alteration that he composed a new piece to replace it. Diamante was long in talks with Sony to produce an album of music from the game. On April 8, 2010, a soundtrack album was released by Sony for purchase on the PlayStation Network. The album, titled Flower: Original Soundtrack from the Video Game, contains 8 tracks with a total duration of 1:04:37.
## Reception
Flower was well received by critics. Alice Liang of 1UP.com applauded the game, saying that "the freedom of movement makes the game feel as relaxing as a gently wafting breeze". She felt that "fun" did not fully describe the game experience, saying that it had a "well-constructed movie's emotional arc" and that the game's music, visuals, and gameplay all drew the player into a compelling emotional experience. She also felt that it was very replayable, which offset its brevity. Ryan Clements of IGN agreed with Liang's opinion, saying that it provided "more enjoyment, emotion and enlightenment than any game" he had played in years. Though he noted that the game would not appeal to everyone, he described it as "something very unique and very powerful", referring to it as a "must-play". Michael Kontoudis of PALGN called it an "utterly unique, brave and moving game brimming with personality and intent", though he noted that as it was closer to a work of art than a game, many players would not be interested in it. Gerard Campbell of The Press similarly described it as something more than a game, calling it a "perfect foil" to "ultra-violent shoot-'em-up" games and summarizing it as "one of the most refreshing and relaxing games around".
Eurogamer's Tom Bramwell had similar praise, describing it as "pleasantly innocent and uplifting", though he awarded it a lower score than other reviewers as he felt the US\$9.99 price was too high for the game's length. This criticism was not universal, as reviewers such as Jason Hill of The Age called the Australian price of "reasonable" and described the length as not "overstay[ing] its welcome". Critics such as GamePro's Terry Terrones and GameTrailers echoed the same praises as other reviewers for the game; GameTrailers said that it was "less a game and more an experience. You don't necessarily 'play' Flower; you interact with it", while Terrones noted the music as the best part of the game's presentation. Tom Hoggins of The Daily Telegraph felt that Flower would "reignite the 'video games as art' debate" and was of the opinion that it was a "wonderful work of art" in addition to a game. Kevin Vanord of GameSpot, in reviewing the 2013 PlayStation 4 version, said that the game "invites introspection and inner calm", and that it was a type of game experience that was still rare four years after it first came out. The positive reception surprised the developers, as they had expected a mixed reaction.
Flower received the "Best Independent Game Fueled by Dew" award in the 2009 Spike Video Game Awards. It was similarly named the "Best Indie Game" of 2009 by Playboy. It won "Casual Game of the Year" at the 13th Annual Interactive Achievement Awards; it also received nominations for "Outstanding Innovation in Gaming", "Outstanding Achievement in Sound Design", "Outstanding Achievement in Original Music Composition", and "Outstanding Achievement in Game Direction". It was nominated for the "Use of Audio" video game awards by the British Academy of Film and Television Arts and won the "Artistic Achievement" award. Its soundtrack was awarded the 2009 "Best Original Soundtrack" prize from G4. The music was also nominated for the Game Audio Network Guild's "Music of the Year" award and won the "Best Interactive Score" award. Its gameplay debut at the 2008 Electronic Entertainment Expo resulted in multiple awards, including "Best E3 Download Game" from 1UP.com, "Best Original Game" from UGO, and "Special Achievement for Innovation" from IGN. In 2012, Flower was listed on Time's All-Time 100 greatest video games list.
In 2011, Flower was chosen through a public vote out of an initial selection of 240 to be one of 80 games showcased in a 2012 exhibit at the Smithsonian American Art Museum titled "The Art of Video Games". In 2013, the museum acquired the game for its permanent collection. The game was showcased in the 2015 Smithsonian exhibition, Watch This! Revelations in Media Art. |
8,290,441 | Western Chalukya literature in Kannada | 1,137,877,874 | Historic Kannada literature from South India | [
"Cultural history of Karnataka",
"History of literature in India",
"Kannada literature",
"Literature of Karnataka",
"Western Chalukya Empire"
]
| A large body of Western Chalukya literature in the Kannada language was produced during the reign of the Western Chalukya Empire (973–1200 CE) in what is now southern India. This dynasty, which ruled most of the western Deccan in South India, is sometimes called the Kalyani Chalukya Dynasty after its royal capital at Kalyani (now Basavakalyan), and sometimes called the Later Chalukya Dynasty for its theoretical relationship to the 6th-century Chalukya dynasty of Badami. For a brief period (1162–1183), the Kalachuris of Kalyani, a dynasty of kings who had earlier migrated to the Karnataka region from central India and served as vassals for several generations, exploited the growing weakness of their overlords and annexed the Kalyani. Around 1183, the last Chalukya scion, Someshvara IV, overthrew the Kalachuris to regain control of the royal city. But his efforts were in vain, as other prominent Chalukya vassals in the Deccan, the Hoysalas, the Kakatiyas and the Seunas destroyed the remnants of the Chalukya power.
Kannada literature from this period is usually categorised into the linguistic phase called Old-Kannada. It constituted the bulk of the Chalukya court's textual production and pertained mostly to writings relating to the socio-religious development of the Jain faith. The earliest well-known writers belonging to the Shaiva faith are also from this period. Under the patronage of Kalachuri King Bijjala II, whose prime minister was the well-known Kannada poet and social reformer Basavanna, a native form of poetic literature called Vachana literature (lit "utterance", "saying" or "sentence") proliferated. The beginnings of the Vachana poetic tradition in the Kannada-speaking region trace back to the early 11th century. Kannada literature written in the champu metre, composed of prose and verse, was popularised by the Chalukyan court poets. However, with the advent of the Veerashaiva (lit, "brave devotees of the god Shiva") religious movement in the mid-12th century, poets favoured the native tripadi (three-line verse composed of eleven ganas or prosodic units), hadugabba (song-poem) and free verse metres for their poems.
Important literary contributions in Kannada were made not only by court poets, noblemen, royalty, ascetics and saints who wrote in the marga (mainstream) style, but also by commoners and artisans, including cobblers, weavers, cowherds and shepherds who wrote in the desi (folk) style. These Vachana poets (called Vachanakaras) revolutionised Kannada literature, rejecting traditional themes that eulogised kings and noblemen, and writing didactic poems that were closer to the spoken and sung form of the language. In addition to hundreds of male poets, over thirty female poets have been recorded, some of whom wrote along with their husbands.
## Background
### Political developments
Towards the end of the 10th century, a new Karnataka dynasty, called the Western Chalukyas, had come to power by overthrowing the Rashtrakuta Empire of Manyakheta (modern Malkhed in the Kalaburagi district, Karnataka). Their earliest inscription is dated to c. 957 and is ascribed to a subordinate ruler, Tailapa II of Tardavadi, later to become the founding king of the empire, in the Bijapur district, Karnataka. An inscription from c. 967 suggests that an unsuccessful rebellion was staged by Chattideva, a local king belonging to the Chalukya family, with the help of the Kadamba chief from the temple town Banavasi. These events, however, paved the way for Tailapa II to launch a successful rebellion against the Rashtrakuta King Karka II with the help of the Kadamba chief of Hangal.
A century before these political developments, the age of great Sanskrit and Prakrit epics and classics had come to an end. This productive period had made available a vast corpus of literature that could be expressed in the local language of Kannada. Kannada, which had flourished both as a language of political discourse and literature in the Rashtrakuta court, found enthusiastic support from the Chalukya kings. The influential Jains, who according to historian A.S. Altekar may have comprised 30 percent of the population, not only dominated the cultural landscape of 9th and 10th century Karnataka, but were also eager to encourage literature in the local language. According to Professor S.N. Sen, a research fellow at the Indian council of historical research, Kannada literature under the Chalukyas reached a "perfection of form". Scholars Sheldon Pollock and Jan Houben have claimed that 90 percent of the Chalukyan royal inscriptions are in Kannada, a virtual displacement of Sanskrit as the language of courtly discourse.
### Mainstream literature
For a few centuries after Kavirajamarga ("Royal path for poets", c. 850), the earliest available Kannada literary work, Jain writings had adhered to Sanskritic models that had been recognised by the state as the path for future Kannada writers, while relegating native poetic forms (compositions such as Chattana and Bedande) to subordinate status. The stranglehold that the Sanskritic models had over Kannada literature is best exemplified by Ranna's lexicon Rannakanda (990), where native day-to-day Kannada words had been translated into Sanskrit. This implied that the pure form of the local language was not viewed as equal to Sanskrit, from the cosmopolitan viewpoint. Kannada writings by Jain authors thus used impressive Sanskrit-derived verses interspersed with prose to extol the virtues of their patron kings, who were often compared to heroes from the Hindu epics. While Adikavi Pampa (Pampa Bharata, 941) compared his patron, the feudatory Chalukya King Arikesari, to Pandava prince Arjuna, in Vikramarjuna Vijaya, his version of the Hindu epic Mahabharata, Ranna (983) found it suitable to compare his patron, King Satyashraya, to Pandava prince Bhima.
### Folk literature
The mainstream literary style was to lose popularity during the mid-12th century Kalachuri rule, due to the rise of revolutionary notions about the social and cultural order. The Veerashaivas, acting in protest, used the pure form of Kannada language in their poems; moreover, they encouraged writers from lower castes to participate and eliminated themes that had been considered formal by the king and the monastery. Thus, written in native metres, in a language close to the spoken form of Kannada, the Vachana poems gained mass appeal. A new religious faith was thereby propagated by the Veerashaivas whose ascendancy is called the "Veerashaiva movement" and their communicative genre, the Vachana. While the Vachana poetry is generally categorised as a part of the pan-Indian Bhakti (devotional) literature, such generalisations tend to disguise the very esoteric and anti-bhakti positions taken by many Vachanakaras. The origin of the Veerashaiva ideology and the beginnings of their poetry is unclear. According to D.R. Nagaraj, a scholar on literary cultures in history, modern scholars tend to favour two broad views: integrationist and indigenist. The integrationists, such as L. Basavaraju, trace the source of Vachana poetic tradition to the Sanskrit Upanishad scriptures and the Agama doctrine, though this does not explain why the movement did not blossom earlier or in the neighbouring Telugu-speaking region where radical Shaiva sects were known to be active. The indigenists, such as Chidananda Murthy, M.M. Kalaburgi and G.S. Shivarudrappa, propose a native Karnataka origin of the poetry, though they are yet to fully explain its unique nature.
### Other developments
At about this time, adding to pressure from the popularity of the Vachana canon in the northern Kannada-speaking region, the noted Hoysala king Vishnuvardhana (1108–1152) of the southern Kannada-speaking region converted from Jainism to the Hindu sect of Vaishnavism. The popularity of Ramanujacharya's philosophy had spread in the Hoysala lands and Srivaishnavism, a sub-sect of Vaishnavism, was in the ascendant. By the late 13th century, the Veerashaiva writers, who were by now writing allegorical inscriptions and biographies of famous Vachanakaras of the 12th century, were in stiff competition with the Jains. The earliest attempts by the Jains to veer away from traditional puranic (philosophical) themes of renunciation are seen in the writings of Hoysala writers Nemichandra and Andayya. Lilavati Prabhandam, a novel written by Nemichandra (1170) on the topic of love, erotica, and of the victory of Kamadeva (god of love) over his arch-rival Shiva, is the first among such writings. It was followed by Kabbigara Kava ("Poets defender", 1215–1237) by Andayya, also a work depicting a war between Kamadeva and the god Shiva. Despite these efforts, the Jain literary influence was to recede in the coming decades and centuries, being relegated mostly to the coastal Kannada-speaking region. Works of enduring quality were still produced by maverick authors such as Ratnakaravarni (1557), though their numbers were fewer.
Contemporaneous to these developments, Nagavarma II wrote his Kannada grammar Karnataka bhashabhushana ("Ornament of Karnataka language", 1042 or 1145). A milestone in the history of Kannada literature, it helped consolidate the language as competitor to established languages such as Sanskrit and Prakrit, bringing the local language within the realm of literary cosmopolitanism. Writing a Kannada grammar in Sanskrit language was essential to Nagavarma II, a subtle rebuttal to Sanskritic scholars of the day who may have considered Kannada a language of the common man and its grammar as underdeveloped. In addition to the Chalukya patronage, Kannada poets and writers of this period were popular in the courts of neighbouring kingdoms of the western Deccan. The Hoysalas, the southern Kalachuris, the Seunas, the Gangas and the Silharas are some of the ruling families who enthusiastically used Kannada in inscriptions and promoted its literature.
## Kannada writings
### Jain Court literature
#### Age of Ranna
The late 10th century was a period of consolidation for the fledgling empire. Founding King Tailapa II and his successor, King Satyashraya, warred against their neighbours: the Shilharas of south Konkan, the Chaulukyas of Gujarat, the Paramara of central India and the Chola Dynasty of Tanjore. Unaffected by these political developments, Kannada literature continued to flourish in the royal court. The foremost writer of this period was Ranna, who was born to a family of bangle sellers in the town of Mudhol. Ranna is considered by historians K.A. Nilakanta Sastri and Sailendra Nath Sen as one of the "three gems of Kannada literature" along with his seniors, Adikavi Pampa and Sri Ponna. Ranna became the court poet of King Tailapa II and King Satyashraya. In his early days, he was also patronised by the well-known Ganga minister Chavundaraya. Ranna is famous for writing Ajitha purana (993), which recounts the life of the second Jain tirthankar Ajitanatha. However, it is in his magnum opus, the work Sahasa Bhima Vijaya ("Victory of bold Bhima", also called Gada Yudda or "Conflict of Clubs'", 982) that he reaches his zenith of poetic grace while describing the conflict between Pandava Bhima and Kaurava prince Duryodhana in his Jain version of the Hindu epic Mahabharata.
Unlike Pampa who glorifies Arjuna and Karna in his writing, Ranna eulogises his patron King Satyashraya and favourably compares him to Bhima, whom he crowns at the end of the Mahabharata war. He calls Bhima's adversary Duryodhana mahanubhava ("a great person"). The work contains some of the earliest examples of elegiac verses (called shoka gita or charama gita) in the Kannada language, noted among which is one piece that describes the heart-rending lamentation (called karuna rasa or "sentiment of pathos") of Duryodhana on seeing the slain bodies of his brother Duhshasana, his inseparable friend in joy and sorrow, Karna, and Arjuna's valorous son Abhimanyu. The effect given to the writing, the language, the diction and the style maintained throughout the narration has earned Ranna a place among the most notable authors of Kannada literature. Ascribed also to Ranna is the earliest available dictionary in Kannada language called the Rannakanda (990), of which only eleven verses still exist. His other notable writings were the Chakeresvaracharita and the Parashuramacharitha. According to historian Suryanath Kamath, the latter work, which is now lost, may have been a eulogy of Chavundaraya, whom the poet admired. For his literary contributions, the title Kavi Chakravathi ("Emperor among poets") was bestowed upon Ranna by his patron king.
Another notable writer from the close of the 10th century, Nemichandra, wrote the Kaviraja kunjara and Lilavati (c. 990) with Prince Kavdarpa Deva of Jayantipura (modern Banavasi, Karnataka) and Princess Lilavati as the protagonists of the latter poem. Other writers from the close of the 10th century whose works are now lost but have been praised by the Chalukya minister Durgasimha (1031) are Kavitavilasa (patronised by King Jayasimha II), Madiraja, Chadrabhatta, Kannamayya and Manasija. Inscriptions such as the Kuppatur and Haveri records eulogize popular writers such as Harivarma (1070) and Narayana Deva respectively.
#### Early secular writings
According to Kannada scholar R. Narasimhacharya, despite the production of some important secular writings, repeated Chola invasions into Kannada lands in the 11th century may have adversely affected literary production. This situation was brought about by intense competition between the Western Chalukyas and their arch-rivals, the Cholas of Tanjore. Among notable writings, Chandraraja's Madanatilaka ("Forehead ornament of passion", 1025), written in the champu metre, is the earliest available work on erotica in the Kannada language and an adaptation of the Sanskrit Kamasutra by Vatsyayana. The narration is a dialogue between the patron and his wife in posakannada, the most modern Kannada in usage at the time. He was under the patronage of Machiraja, feudatory of King Jayasimha II (also called Jagadekamalla I). Shridharacharya, a Jain Brahmin patronised by King Someshvara I (also called Ahvamalla or Trailokyamalla) showed his ability to write on scientific subjects in Jatakatilaka (1049), the earliest available writing on astrology in Kannada, citing the Sanskrit astronomer Aryabhata. His other work is the lost Chandraprabha Charite, on belles-lettres.
Chavundaraya II, a Shaiva Brahmin (Brahmin devotee of the god Shiva) by faith and a protege of King Jayasimha II, wrote Lokopakara (c. 1025) in the champu metre. It is the earliest available encyclopaedia in the Kannada language, written at times with a poetic touch. It comprises twelve chapters and has found popularity in later references as well. The work is on various topics such as daily life, astronomy, astrology and forecasting of events based on the Indian calendar (panchanga phala), sculpture, construction of buildings (vastu vichara) and reservoirs (udakargala), omens, divination of water, preparation of medicine from herbs and plants (vrikshayurveda), general medicine (vaidya), perfumery, cookery and toxicology (vishavaidya). Mentioned in this book is the popular South Indian dish Idli and its preparation by soaking Urad dal (black gram) in butter milk, grinding it to a fine paste, and mixing with spices and the clear water of curd.
Durgasimha, the Sandhi Vigrahi (minister of war and peace) of King Jayasimha II wrote the well-known Panchatantra ("The five stratagems", 1031) in champu style, basing it on Gunadhya's Paishachi language original Brihatkatha. This fable is the first adaptation of the original into a vernacular language of India. Containing sixty fables in all, thirteen of which are original, each is summarised by an ethical moral based on a Jain tenet. Durgasimha also authored the Karnataka Banachatantra, the earliest available commentary in the Kannada language, giving a brief commentary on all the Sanskrit verses he quoted in the Panchatantra. Around this time, Jayakirti (c. 1000–1050), a Kannada language theorist, who considered the rules of prosody to be the same for Sanskrit and Kannada, wrote the Chandonusasana
There were other notable writers from the latter part of the 11th century. Shantinatha, patronised by King Someshvara II, wrote the poem Sukumaracharita in c. 1068. Nagavarmacharya, a Brahmin Advaita saint of Balligavi, who was patronised by King Udayatidya, a vassal of Chalukya King Someshvara II, wrote Chandrachudamani sataka (c. 1070) in the sataka (hundred-line verse) metre. In this centum of verses, where each ends with the term "Chandrachudamani" as another name of the god Shiva, the author treats on viragya (ethics of renunciation). Other writers whose works are considered lost but have been referenced in contemporary writings are Gunachandra and Gunavarma. Gunachandra, who was admired by King Someshvara II (also called Bhuvanaika Malla), wrote Parsvabhyudaya and Maghanadisvara. Gunavarma, who earned the honorific Bhuvanaika Vira, a title befitting a warrior rather than a poet, is mentioned by grammarian Keshiraja (c. 1260) as the author of Harivamsa. His title identifies him with a Ganga prince called Udayaditya who was a minister and general under Chalukya King Someshvara II. Other writings ascribed to the author are Pushpadanta Purana and Devachandra Prabha Stotra.
#### Vikrama era
The 12th century heralded an age of peace and prosperity. Cultural and literary developments received impetus during the rule of King Vikramaditya VI, a patron of the fine arts. The king, who ascended the throne in 1076 and ruled for fifty years occupies a pride of place in the history of Karnataka. His reign marks the end of the use of Saka Varsha (Indian calendar, the "Saka era") in Chalukya inscriptions and the start of Vikrama Varsha ("Vikrama era"). His court was adorned with some of the most well-known writers of Kannada and Sanskrit literature. Nayasena, whose writings are dated by the scholars D.R. Nagaraj and Sheldon Pollock to the 10th century, and by E.P. Rice and R. Narasimhacharya to c. 1112, wrote the Dharmamritha, a book containing fifteen stories that belong to the genre of fable and parable. Well known among these stories teaching about Jain tenets are "Yajnadatta and the mongoose", "Kapalika and the young elephant" and "Serpent, tiger, monkey and the goldsmith who had fallen in the old well". The writing is one of intense self-interrogation where the author criticises the beliefs of all contemporaneous religions while decrying the contamination in the original Jain beliefs due to external cultural influences, such as the practice of violent and bloody rituals and the caste system.
Brahmashiva, the court poet of King Vikramaditya VI, earned the title Kavichakravarti ("Emperor among poets") from his patron for his writing Samayaparikshe ("Analysis of the doctrine", c. 1125). In this philosophical writing, containing touches of propagandist satire and humor, the author seeks to prove the virtues of Jainism superior to all other contemporary religions. Brahmashiva portrays contemporary life and beliefs of the people of the Kannada-speaking region. He criticises Hinduism and the conversion of a Jain temple originally dedicated to the Tirthankar Chandrapraba in Kholapur into a Hindu temple deifying the goddess Mahalakshmi. He expresses reservation regarding the existence of religious cosmopolitanism within a household where family members followed multiple faiths. The author is concerned about the eroding popularity of Jainism in southern India due to the rising popularity of the Veerashaiva movement. Prince Kirtivarma, a younger brother of King Vikramaditya VI, wrote Govaidya ("Cattle Medicine"), the earliest available writing in Kannada on veterinary science, which mixes medicine and magic.
After the death of Vikramaditya VI, his successors, Someshvara III and Jagadhekamalla II continued to support poets and writers. Karnaparya's account of the life of the 22nd tirthankar Neminatha, the Neminathapurana (c. 1145) in champu metre, includes details of the Hindu epic Mahabharata and of the god Krishna from a Jain outlook. Jagaddala Somanatha's Karnataka Kalyanakaraka (1150), a translation of the Sanskrit writing Kalyanakaraka by Pujyapada, is the earliest writing on medicine in Kannada. It prescribes an entirely vegetarian and non-alcoholic diet.
#### Consolidation of grammar
Among available works on Kannada grammar, a part of Kavirajamarga (850) forms the earliest framework. The occurrence of the term purvacharyar in some contexts of the writing may be a reference to previous grammarians or rhetoricians. Though Nagavarma II is credited to be the author of the earliest exhaustive Kannada grammar, the author mentions his predecessors, Sankavarma and Nagavarma-I (the extant Chhandombudhi, "Ocean of Prosody", c. 984) as path-makers of Kannada grammar. The exact time when grammarian Nagavarma-II lived is debated by historians. Until the discovery of Vardhamana Puranam ("Life of Varadhama", c. 1042) written in Kannada by an author who goes by the same name, it was broadly accepted by scholars including E.P. Rice, R. Narasimhacharya and K.A. Nilakanta Sastri that Nagavarma II lived in the mid-12th century (1145) and was also the Katakacharya ("poet laureate") of Chalukya King Jagadhekamalla II. However, of late, the Encyclopaedia of Indian literature, published by the Sahitya Akademi (1988), and scholars D.R. Nagaraj and Sheldon Pollock concur that Nagavarma II lived in the mid-11th century and was the poet laureate of Chalukya King Jayasimha II, who had the epithet Jagadekamalla ("Lord of the world").
Irrespective of when Nagavarma II lived, it is accepted that few scholars in the history of Kannada literature made important contributions in as many subjects as he did. His writings on grammar, poetry, prosody, and vocabulary are standard authorities and their importance to the study of the Kannada language is well-acknowledged. Among his available writings, the historically important Kavyavalokana ("Treatise on the art of poetry") on grammar, poetics and rhetoric is considered path-breaking and contains all the essentials of Kannada grammar. The first section of the book is called Sabdasmriti and contains five chapters dealing with euphonic combinations, nouns, compounds, nominal derivatives and verbs respectively. It is based on earlier works by the Sanskrit grammarians Dandin and Bhamaha. The Karnataka Bhashabhushana, a consolidated and exhaustive Kannada grammar written by Nagavarma II in the Sanskrit language, follows the fundamental framework of the Katantra school of Sanskrit grammar. For his contribution to Kannada grammar, Nagavarma II earned the honorific Sarvavarma – the name of the noted Sanskrit grammarian of the Satavahana era. His Abhidana Vastukosa ("Treasury of significations"), a lexicon, gives Kannada equivalents of nearly eight thousand Sanskrit words and is considered an achievement which gave Kannada language considerable footing in the world of Sanskrit literary dominance. Modern Kannada poet Govinda Pai proposed that the author of Karnataka Bhashabhushana was a different Nagavarma who belonged to the mid-12th century.
### Bhakti literature
#### Early poets
The meteoric rise of Veerashaivism (a religious sect which preaches devotion to the god Shiva, also called "Lingayatism") in caste-ridden 12th-century Karnataka has historic significance because it involved commoners from the lower strata of society, people who had hitherto been denied access to even basic education. The essence of the movement, also seen in the resulting Vachana poems, was the rejection of temple-based ritual worship and the hegemony of mainstream Sanskritic texts and scriptures. The movement encouraged a monotheistic belief in the god Shiva which, according to Kannada scholar H.S. Shiva Prakash, is a possible influence of the 63 Nayanmars (poets devoted to the god Shiva, 5th–10th century) of the Tamil-speaking region. The followers of the faith prayed not to a conventional image of a God but rather wore a linga (symbol of the god Shiva) on their body. The beginnings of the Vachana poetry (called Vachana Sahitya – "Vachana literature", or Anubhava Sahitya – "mystic literature" and sometimes Sharana Sahitya – "literature of the devotees"), a unique form of expression in the Kannada language, can however be traced back to the 11th century.
Names of three poets from the 11th century and some of their poems are available. Madara Chennaiah, a cobbler turned saint, is considered by H.S. Shiva Prakash as the first Vachana poet, and was held in high esteem by latter day poets of the 12th century, including Basavanna. Only ten of Chennaiah's poems, expressing his resentment of the caste system in metaphors taken from the cobblers' trade, are extant today. Dohara Kakkaiah is the second poet. A dalit by birth, his six available poems are confessional in nature, a theme seen in the later poems of Basavanna. Devara Dasimaiah (or Jedara Dasimaiah, 1040) is better known because a hundred and fifty of his poems are available. Written in a deft and concise language of proverbs and metaphors, his poems encourage monotheistic belief in the god Shiva. Dasimaiah's wife Duggale qualifies as Kannada's first women poet, though only a few of her poems are available.
#### Rebel literature
In the mid-12th century, the Kalachuris successfully warred against their overlords, the Western Chalukyas, and annexed their capital Kalyani. During this turbulent period lasting three decades (1153–1183), Veerashaivism gained popularity. According to H.S. Shiva Prakash, the Kalachuri period is one of the high points of medieval Kannada literature. Basavanna (or Basava), a social reformer and the prime minister of Kalachuri King Bijjala II, is generally regarded as the inspiration behind this movement. Allama Prabhu, Chennabasava, Siddharama, Akka Mahadevi, and Kondugoli Keshiraja are other well-known poets among several hundred in this cadre.
A centre of religious discussions called Anubhava Mantapa ("Hall of experience") in Kalyani became the conclave where devotees gathered to discuss their mystic experiences. Here, they expressed their devotion to Shiva in simple poems called Vachanas. These were spontaneous utterances of rhythmic, epigrammatical and satirical prose emphasising the worthlessness of riches, rituals and book learning. Many of these poems are anonymous, but the authors are identifiable by the unique divine name of the god Shiva that is invoked in the poem.
Basavanna
Born to Brahmin parents in the town of Basavana Bagewadi, Basavanna (1106–1167) rejected the upanayanam ("ritual thread ceremony") and left home for Kudalasangama, a holy place at the confluence of the Krishna and Ghataprabha rivers in Bagalkot district, Karnataka. According to historian P.B. Desai, it was here, during his tutelage under the saint Ishanyaguru, that Basavanna had visions of his life's purpose. The life of Basavanna marks a milestone in the history of Karnataka state, India. A towering personality, his zeal and socio-cultural achievements in the realm of peace and equality of mankind have brought about enduring changes in society.
Information about his life and achievements come from the many Kannada writings, the earliest of which were written just after his death. Hoysala poet Harihara's Basavarajadevara ragale is the first known biography on Basavanna. Vijayanagara poet-writer Bhima Kavi's Basavapurana (1369), Singiraja's Amala Basavacharite (1500), Vijayanagara minister Lakkanna Dandesa's Shiva Tatwachintamani (1425–1450) are some of the important sources. The cornerstone of Basavanna's philosophy was "work-worship is heaven", the rejection of mere worship of God and the acceptance of one's own body as a temple of God. Basavanna strongly advocated a life of complete commitment to work. As a poet, he finds a pride of place in Kannada literature. His deftly written poems end with the word "Kudalasangama" which literally means "God of the confluence of two rivers", the poet's version of the god Shiva. About 1,300 such poems have survived, and have been described by H.S. Shiva Prakash as lyrical, satirical, deeply contemplative and self-critical.
In one satirical poem, Basavanna decries the hypocrisy of a snake charmer and his wife, who on their way to find a bride for their son cancel the journey when they come across a bad omen – another snake charmer and his wife. Though Basavanna himself was a minister under the patronage of the king, some of his poems betray his contempt towards kingship and deep devotion to the god Shiva. A poem by Basavanna:
> I am one. Five are burning me.
> Unbearable, the fire above
> I cannot stand. When
> A tiger is dragging a wild bull away
> Can you not rescue, Kudalasangamadeva.
Allama Prabhu
Allama, also known as Allama Prabhu (lit, "Allama the master") was a mendicant saint-poet who took to the path of asceticism after the untimely death of his wife Kamalate. He was born into a family of hereditary temple performers and was himself an expert on the drum (called maddale) in Balligavi, a town of great antiquity in the Shivamogga district, Karnataka. Wandering around grief-stricken by his wife's death, he came across a saint called Animisayya who initiated him into asceticism.
Ascribed to Allama are 1,321 extant poems, each of which end with the word "Guhesvara" (lit, "Lord of the Cave", a form of the god Shiva), for it is said Allama found enlightenment in a cave. Allama's cryptic poems, though full of kindness, are known for their satire, mockery, invective and rejection of siddhis (occult powers). H.S. Shiva Prakash compares Allama's poems to the Koans in Japanese Zen poetry. According to D.R. Nagaraj, Allama's mystic poems are in a category all of their own and do not qualify as bhakti poems, which are typically characterised by transparent devotion.
While Basavanna's zeal and influence led to the formation and popularity of the Veerashaiva movement in Kalyani, it was Allama who was the undisputed spiritual authority presiding over the gatherings of the devotees. Chamarasa, a well-known 15th-century Kannada writer in the court of Vijayanagara King Deva Raya II wrote Prabhulinga Lile (1430), an account of the preachings and achievements of Allama; it was translated into the Telugu and Tamil languages at the behest of his patron king, and later into the Sanskrit and Marathi languages. In the story, Allama is considered an incarnation of the Hindu god Ganapathi while Ganapathi's mother, Parvati (Shiva's consort), takes the form of a princess of Banavasi. A notable anthology called the Sunyasampadane ("The achievement of nothingness", 1400) was compiled on the life of Allama and gives details about his interaction with contemporary saints. A poem by Allama Prabhu:
> I saw
> The fragrance fleeing
> When the bee came,
> What a wonder!
> I saw
> Intellect fleeing
> When the heart came.
> I saw
> The temple fleeing
> When God came.
Akka Mahadevi
Prominent among the more than thirty women poets was Akka Mahadevi. Born to a merchant family in the town Udatadi (or Udugani) in the Shivamogga district, and possibly married against her wishes to a feudal chief called Kausika, she renounced worldly pleasures, opting for a life of devotion and asceticism. She is often compared to other such notable female saint-poets of Hinduism as Andal, Lalleswari and Meera Bai, and is considered one of the prominent female poets of the Kannada language.
The 430 short poems written by her, in a language that depicts her love for her divine lover "Channa Mallikarjuna" (lit, "Beautiful Mallikarjuna", a name for the god Shiva), and the 15th-century anthology, the Sunyasampadane, are the main sources of information about her life. Her poetry is characterised by scorn for physical possessions and detachment from worldly affairs. A popular poem written by her describes the life of a silk worm which spins a cocoon, becomes entangled in the threads, and eventually dies because it cannot extricate itself – the silk worm is compared to a person and the silk threads, to worldly desires. In a poem of puns, the poet prays that her god, whom she describes as the "Lord of fragrant Jasmines", may cut through the cocoon of desires so she may become free like a butterfly.
In addition to poetry, she is credited with two short writings, Mantrogopya and Yogangatrividhi, the latter written in the native tripadi metre, describing the various stages of spiritual enlightenment. Tradition has it that Akka Mahadevi preferred to wear no clothes, a form of renunciation which in her own words was the "most exalted spiritual state". She died while still in her twenties in a plantain grove in the holy city of Srisailam. A poem by Akka Mahadevi:
> You are the whole forest
> And all the birds and beasts in the forest.
> O Channamallikarjuna,
> You inform all things
> But why don't you show your face to me?
Other poets
Basavanna's nephew, Chennabasava, is more popular as a strategist and a theologian. Apart from authoring some notable and lengthy Vachana poems, he wrote on yogic experiences in a book called Mantragopya. He is known to have been the manager of the gatherings and the Mahamane ("great house") of Basavanna. Credited to Siddharama, another influential devotee and a native of Sonnalige (modern Sholapur, Maharashtra), are writings in tripadi metre and 1,379 extant poems (though he has claimed authorship of 68,000 poems). His poems were influenced by Basavanna's ideology and convey rejection of blind beliefs, the caste system, and sexual discrimination.
Artisan poets included Molige Maraiah, a wood cutter; Madivala Machayya, a washerman; Ambigere Chowdiah, a ferryman; Madara Dhooliah, a cobbler; Hendada Mariah, a toddy tapper; Turugahi Ramanna, a cowherd; Kannadi Remmitande, a mirror maker; and Revanna Siddha, a shepherd, as but a few in a long list of poets. Poets Dakkeya Bommaiah, Bahuroopi Chowdaiah, Kalaketaiah and Nageya Maritande were ritual street performers and their poems reflect images from their trade.
Several women poets made important contributions including: Basavanna's sister Nagalambike and his two wives, Gangambike and Neelambike, though Neelambike seems to have been the more prolific. Some female poets were wives of male poets in the Veerashaiva congregation. Notable among them are Satyakka, whose poems compare in quality to those of Akka Mahadevi, Kelavve (a dalit poet), whose poems scorn at the upper caste people, Mahadevi and Lingamma, who wrote poems in a mystic language, Amuge Rayamma and Akkamma, who penned poems on the hypocrisy of religious pretences, Kadire Remavva (a spinner), who employed a cryptic language called bedagu in her poems, and Muktayakka, who is known for her debates with the patron saint Allama himself. Other names worthy of mention are Lakkamma, Ketaladevi, Guddavve and a princess called Bontadevi.
#### Decline
Challenging the very core of the caste-based society, the Veerashaivas conducted a marriage between an upper caste Brahmin bride and a lower caste Shudra groom. The resulting confrontation between rebellious Veerashaivas and the conservative upper classes lead to the assassination of King Bijjala II and the eviction of most devotees, including Basavanna, from Kalyani. The successors of King Bijjala II were weak, prompting Chalukya Someshvara IV, ruling from Annigeri, to attempt rebuilding his empire by invading Kalyani in 1183. Though his invasion was successful, his overall efforts failed and the dynasty was ended by the Seuna rulers who drove Someshvara IV into exile in Banavasi in 1189. Though these turbulent events caused a setback to the Veerashaiva gatherings and creation of poems, the movement had set roots in the Kannada soil and regained popularity in the 15th century under the patronage of the rulers of the Vijayanagara Empire.
## Literature after the Chalukyas
The post-Chalukya period is characterised by the popularity of Shaiva and Vaishnava devotional writings, though secular and courtly topics written in native metres continued to flourish. Native metres in vogue were the shatpadi (six-line verse), the tripadi, the ragle (rhymed couplets) and the sangatya (compositions meant to be sung to the accompaniment a musical instrument). Overall, Kannada writings began to change from marga ("formal", due to Sanskritic influence) to desi ("vernacular") and become more accessible to the common man.
This change is apparent in the writings of the Hoysala court poets, some of whom are noted for pioneering works in native metres. The Veerashiava poet Harihara, one of the most prominent poets of the medieval era, established the ragale tradition with his biography of Basavanna (Basavaraja Devara ragale, 1160), the earliest available biography of the social reformer and of the Kannada language as well. His nephew Raghavanka established the shatpadi metre in his unique and original narration of the story of King Harishchandra called Harishchandra Kavya (1200). Sisumayana is credited with introducing a new composition called sangatya (1232) in his allegorical poems Tripuradahana ("Burning of the triple fortress") and Anjanacharita. Some Jain authors continued the champu tradition, such as Janna, immortalised by his writing Yashodhara Charite (1207), a unique set of stories in 310 verses dealing with sadomasochism and transmigration of the soul. The earliest well-known Brahmin writers also emerged during the late 12th century and wrote on themes ranging from Vaishnava faith (Rudrabhatta's Jagannatha Vijaya, 1185) to secular treatises on poetics (Kavi Kama's Sringara Ratnakara, on poetic sentiment and flavor).
After the fall of the Kalachuri empire, the Vachana poetic tradition halted temporarily. However, by the 14th century, the Veerashaivas who held influential positions in the Vijayanagara Empire were exerting their influence, especially during the reign of King Deva Raya II (or Prouda Deva Raya). Although this period is not as famous for the proliferation of the Vachana poems as the 12th century was, contemporary writers adopted the preachings of the saints and devotees of the bygone era and made them the protagonists of their writings. Having found a rallying point to spread their faith, they began an era of commentaries, anthologies and biographies. Famous among biographies were Bhimakavi's Basavapurana (1369), Singiraja's Mala-Basavapurana (or Singirajapurana, 1500) on the life of Basavanna, Chamarasa's Prabhulingalile (1425) on the life of Allama Prabhu and Virupaksha Pandita's Chenna Basavapurana (1584), an account of Chennabasava. Among a long list of anthologies, four versions of the Shunyasampadane are the most well-known. The first version, completed in 1400 by Shivaganaprasadi Mahadevaiah, was written in the form of a dialogue between the protagonist, saint Allama Prabhu, and other well-known Veerashaiva devotees. Later versions were compiled by Halage Arya (1500), Gummalapura Siddhalingayati (1560) and Gulur Siddhaveeranodaya (1570). Writing Vachana poems was popularised again from the mid-16th century, though Kannada language had to wait till the 17th century to discover its greatest modern poet in this genre. Sarvajna (lit. "The all knowing", 16th or 17th century), a mendicant poet-moralist and social reformer, left an indelible imprint on Kannada literature with his didactic poems, numbering about 2,100 in all. Written using the simple native tripadi metre to instruct the country folk, these poems cover a vast range of topics, from caste and religion to economics and administration, from arts and crafts to family life and health. Sarvajna's poems constitute some of Kannada's most popular works.
Four noted Brahmin writers of the Vijayanagara empire, Kumara Vyasa, Timmanna Kavi, Kumara Valmiki and Chatu Vitthalanata proliferated the shatpadi metre in their versions of the Hindu epics. Inspired by the Vachana writers who used the song-prose medium to write their poems, the Haridasa poets used genres such as the kirthane (musical compositions with two refrains – composition based on raga, or tune and tala, or rhythm), the Suladi (rhythm-based) and the Ugabhoga (melody-based) to convey their devotion to God. Their contributions to the south Indian classical music (Carnatic music) is well acclaimed, Purandaradasa and Kanakadasa being the most popular poets of this cadre. Purandaradasa was the most prolific Haridasa poet who wrote in the ragale metre and also earned the honorific Karnataka Sangeeta Pitamaha ("Father of Carnatic music"). Kanakadasa was versatile in many native metres. His Mohana tarangini is in the sangatya metre, Nalacharita and a book of morals for children called Haribhakti-sara are in the shatpadi metre. |
1,160,278 | Checkers speech | 1,170,534,887 | 1952 television address by Richard Nixon | [
"1952 United States presidential election",
"1952 in American politics",
"1952 in Los Angeles",
"1952 speeches",
"Animals in politics",
"Political scandals in the United States",
"September 1952 events in the United States",
"Speeches by Richard Nixon"
]
| The Checkers speech or Fund speech was an address made on September 23, 1952, by Senator Richard Nixon (R-CA), six weeks before the 1952 United States presidential election, in which he was the Republican nominee for Vice President. Nixon had been accused of improprieties relating to a fund established by his backers to reimburse him for his political expenses. His place was in doubt on the Republican ticket, so he flew to Los Angeles and delivered a half-hour television address in which he defended himself, attacked his opponents, and urged the audience to contact the Republican National Committee (RNC) to tell it whether he should remain on the ticket. During the speech, he stated that he intended to keep one gift, regardless of the outcome: a black-and-white Cocker Spaniel that his children had named Checkers, thus giving the address its popular name.
Nixon came from a family of modest means, as he related in the address, and he had spent his time after law school in the military, campaigning for office, and serving in Congress. After his successful 1950 Senate campaign, his backers continued to raise money to finance his political activities. These contributions went to reimburse him for travel costs, postage for political mailings which he did not have franked, and similar expenses. Such a fund was not illegal at the time, but Nixon had made a point of attacking government corruption which exposed him to charges that he might be giving special favors to the contributors.
The press became aware of the fund in September 1952, two months after Nixon's selection as General Dwight D. Eisenhower's running mate, and the story quickly grew until it threatened his place on the ticket. In an attempt to turn the tide of public opinion, Nixon broke off a whistle-stop tour of the West Coast to fly to Los Angeles and make a television and radio broadcast to the nation; the RNC raised the \$75,000 to buy the television time. The idea for the Checkers reference came from Franklin D. Roosevelt's Fala speech, given eight years to the day before Nixon's address, in which Roosevelt mocked Republican claims that he had sent a destroyer to fetch his dog, Fala, when Fala was supposedly left behind in the Aleutian Islands.
Nixon's speech was seen and heard by about 60 million Americans, including the largest television audience to that time, and it led to an outpouring of public support. The RNC and other political offices received millions of telegrams and phone calls supporting Nixon. He was retained on the ticket, which swept to victory weeks later in November 1952. The Checkers speech was an early example of a politician using television to appeal directly to the electorate, but it has sometimes been mocked or denigrated. The term Checkers speech has come more generally to mean any emotional speech by a politician, lacking material substance.
## Background
In 1950, California Congressman Richard Nixon was elected to the Senate, defeating Representative Helen Gahagan Douglas. With the six-year term secured, Nixon campaign officials discussed how to further his career. Campaign manager Murray Chotiner and campaign chairman Bernie Brennan proposed a year-round campaign for the next six years, leading up to a re-election bid in 1956. Nixon's Southern California campaign treasurer Dana Smith suggested what became known as "the Fund," to be administered by himself, which would pay for Nixon's political expenses.
As Smith wrote to one potential contributor, money donated to the Fund was to be used for:
> Transportation and hotel expenses to cover trips to California more frequently than his mileage allowance permits. Payment of airmail and long-distance phone charges above his allowance ... Preparation of material ... to send out to the people ... who have supported him ... Defraying expenses of his Christmas cards to the people who worked in his campaign or contributed financially ... paying for getting out material for radio broadcasts and television programs. ... and various other similar items.
As a senator, Nixon received an annual salary of \$12,500 (). While he received an expense allowance of over \$75,000, more than most senators received (because California was one of the most populous states), that money went to pay his staff of twelve and to cover the cost of stationery, telephone service, telegrams, and other office expenses. It also paid for the one set of round-trip airline tickets between Washington, D.C., and California that Nixon was allowed to buy for himself and his family at taxpayer expense each Congressional session.
Nixon later characterized the attitude of his backers and aides as, "We want you to start campaigning right now for 1956, and we think the way to do it is to have available the funds to make speeches, make trips to California, and so forth." Contributors were drawn only from his early supporters, and contributions were limited to \$1,000 (). Nixon was not to be informed of the names of contributors; however, the fundraising letter stated that Nixon "will of course be very appreciative of your continuing interest". By October 30, 1951, some \$16,000 () had been raised, of which Nixon had spent approximately \$12,000 (), principally from contributors in the Los Angeles area. The senator's Christmas card expense for 1950 and 1951 totaled \$4,237.54 (). Despite the initial fundraising success, only \$2,200 could be raised from November 1951 to July 1952, and an engraving bill was unpaid pending a hoped-for contribution of \$500.
## Fund crisis
In 1952, the Republicans chose Dwight D. Eisenhower as their presidential candidate, who then selected Nixon as his running mate, while the Democrats nominated Illinois Governor Adlai Stevenson for president and Alabama Senator John Sparkman for vice president. The California delegation to the 1952 Republican National Convention, including Nixon, had been pledged to the state's "favorite son" candidate, Governor Earl Warren, who hoped to gain the presidential nomination in a brokered convention. Warren failed in his attempt to gain the nomination, and his supporters alleged that Nixon had worked behind the scenes to nominate Eisenhower despite his pledge to support Warren, and accused him of political opportunism for accepting the vice-presidential nomination. A disgruntled Warren supporter from Pasadena leaked the Fund story to several reporters.
Nixon had campaigned for public integrity in his time in the Senate, even calling for the resignation of his own party chairman, Guy Gabrielson, when the latter was implicated in a loan scandal. By using such "indignant rhetoric," Nixon had "weakened his own position" when the Fund crisis erupted.
### Development of the story
On September 14, Nixon was asked about the Fund by reporter Peter Edson of the Newspaper Enterprise Association after the senator completed an appearance on Meet the Press. Nixon told Edson that the Fund was set up by his supporters to pay political expenses, explained that he had made no effort to find out the names of the donors, and referred Edson to Smith for further information. Edson, and other reporters, did contact Smith, who answered questions about the Fund. Three days later, Nixon's campaign train, the "Dick Nixon Special," left Pomona, California, on a whistle-stop campaign tour of the West Coast and Rocky Mountain states.
Edson's column on the 18th, which included lengthy quotes by Smith on the supposed safeguards in the Fund, was later called by Nixon, "fair and objective". However, Leo Katcher of the New York Post interviewed Smith and wrote a story under the headline "Secret Rich Men's Trust Fund Keeps Nixon in Style Far Beyond His Salary" and referred to the Fund donors as a "millionaires' club". Nixon later praised Katcher's younger brother Edward, also a reporter, for his objectivity, but told him, "your brother Leo is a son of a bitch."
When the Dick Nixon Special arrived in Bakersfield, California, that day, Nixon, still oblivious to the developing furor, made a speech promoting the Republican ticket, and backing local congressman Thomas H. Werdel. After the speech, Republican activist Keith McCormac showed Nixon the Post story, which had been picked up by United Press under the headline "Nixon Scandal Fund". According to McCormac, the senator collapsed into his seat in shock, and needed the help of Murray Chotiner, who was again Nixon's campaign manager, and Congressman Patrick J. Hillings (a Nixon confidant who had succeeded him in the House of Representatives) to return to his compartment.
Democratic National Committee Chairman Stephen A. Mitchell called for Nixon's resignation from the ticket, saying that "Senator Nixon knows that [the Fund] is morally wrong. General Eisenhower knows that it is morally wrong. The American people know that it is morally wrong." On the other hand, Republican Senator Karl Mundt called the story "a filthy maneuver by left-wingers, fellow travelers, and former communists". Nixon issued a written statement explaining that the fund was to pay political expenses, in lieu of charging them to the taxpayer. Newspapers printed increasingly lurid accounts of the Fund and its beneficiary. The Sacramento Bee termed Nixon, "the pet protégé of a special interest group of rich southern Californians ... their front man, if not, indeed, their lobbyist". The Pasadena Star-News, meanwhile, reported that one contributor had been appealed to on the grounds that the Nixon family needed a larger home and could not afford a maid.
The train reached Marysville, California, on the morning of September 19, and Nixon gave a speech from the rear platform. As the train pulled out, while he remained on the rear platform, someone in the crowd yelled, "What about the \$16,000?" (the amount then thought to have been contributed to the Fund). Nixon had the train stopped, and responded that he had been told that if he continued on his political course, "crooks and communists" would smear him. He told the crowd that the Fund had saved the taxpayer money, since it paid for matters that could have been paid for through his Senate expense allowance. He promised to throw the "crooks and communists" out of Washington.
Eisenhower was on his own train, the Look Ahead, Neighbor, stumping through Missouri, and on the morning of the 19th, his campaign staff made him aware of the gathering storm. Eisenhower publicly called upon Nixon to release all documents relating to the Fund, somewhat to the dismay of Chotiner, who wondered, "What more does the general require than the senator's word?" Eisenhower aides contacted the senior Republican senator from California, William Knowland, and persuaded him to fly from Hawaii to join the Eisenhower train and be available as a potential replacement running mate.
By this time, Nixon campaign headquarters was receiving a flood of messages, calling on Nixon to resign from the ticket. When Eisenhower's train stopped for the candidate to make speeches, he faced protesters with signs reading "Donate Here to Help Poor Richard Nixon". The influential The Washington Post and New York Herald-Tribune both called for Nixon to leave the ticket, facts which Chotiner did not tell his candidate; Nixon learned them from a questioning reporter. Over 100 newspapers would editorialize about the Fund on the morning of September 20, opinion running two to one against Nixon. As his train stopped in Eugene, Oregon, Nixon was met with protestors' signs referencing his wife: "Pat, What Are You Going to Do With the Bribe Money?" and "No Mink Coats for Nixon—Just Cold Cash". He angrily responded with a phrase which would be echoed in the Checkers speech. After stating that there were no mink coats for the Nixons, he said that he was "proud of the fact that Pat Nixon wears a good Republican cloth coat, and she's going to continue to".
Politicians from both parties opined on the propriety of the Fund and on what Nixon should do, most in accord with their political affiliation. Democratic presidential candidate Stevenson, though, publicly reserved judgment, leading Chotiner to suspect "that Stevenson is afraid of something here. I bet he has something to hide."
### Idea for a speech
On September 20, Republican National Committee official Bob Humphreys first suggested that Nixon give a televised speech to the nation to explain his position. RNC chairman and future Postmaster General Arthur Summerfield thought well of the idea, but was concerned about the expense. That evening, Nixon conferred with his aides, who unanimously urged him not to resign from the ticket. Humphreys called Chotiner at Nixon's hotel in Portland, Oregon that evening, and the campaign manager realized that the broadcast was the best opportunity for Nixon to make his case. Humphreys suggested Nixon appear on Meet the Press, but Chotiner rejected the suggestion, insisting that his candidate must have complete control of the broadcast "without interruption by possibly unfriendly press questions". Humphreys mentioned that Summerfield was concerned about the cost of a television broadcast, but Chotiner noted that the cost of reprinting all campaign materials to reflect a change on the ticket would be far more than that of a telecast.
The avalanche of editorial opinion continued the following day, Sunday, September 21, but Eisenhower continued to withhold judgment. Eisenhower considered asking retired Supreme Court Justice Owen Roberts to evaluate the legality of the Fund, but time constraints ruled him out. Eisenhower decided to ask the Los Angeles law firm Gibson, Dunn & Crutcher for a legal opinion, while asking the accounting firm Price Waterhouse to audit the Fund's records. Nixon, meanwhile, was encouraged by a supportive telegram from his mother and discouraged by one from former Minnesota governor Harold Stassen urging him to resign from the ticket. New York Governor Thomas E. Dewey, a Nixon supporter, called to tell Nixon that most Eisenhower aides favored his removal, and that if Nixon made the telecast, he should call for people to write to express their opinions. Dewey added that if the response was not strongly pro-Nixon, then he should leave the ticket.
Nixon finally got a call from Eisenhower at 10:00 pm, Pacific Time, Sunday night. Eisenhower expressed a reluctance to see him leave the ticket, and felt that he should have a chance to make his case to the American people. Nixon enquired if Eisenhower would be able to make a decision on whether to keep him as the running mate immediately after the broadcast, and when Eisenhower equivocated, he angrily burst out: "General, there comes a time in matters like this when you've either got to shit or get off the pot." Eisenhower replied that it might take three or four days to gauge public reaction.
### Preparation and setting
Through the night to the morning of September 22, Eisenhower and Nixon aides arranged the speech. The RNC worked to raise the \$75,000 () needed to buy the half-hour of television time, while the Eisenhower staff secured sixty NBC stations to telecast the speech, with radio coverage from CBS and Mutual. The Nixon staff initially advocated a half-hour that evening, Monday, September 22, to follow the immensely popular I Love Lucy show, but when Nixon indicated he could not be ready that soon, settled for 6:30 pm Tuesday night, 9:30 pm in the East, following the almost equally popular Texaco Star Theater, starring Milton Berle. The campaign arranged to use the El Capitan Theatre, in Hollywood, where several NBC variety shows were then broadcast, since its lighting was superior to that of NBC Radio City West. Nixon told the press that he would be addressing the nation on television, but refused to take any questions about what he might say.
On Monday morning, Nixon flew to Los Angeles, making notes for his speech aboard the plane. He jotted down the line he had said in Eugene regarding his wife's coat. He made notes concerning the family finances, upsetting Pat Nixon, who asked why people had to know their financial details. Nixon responded that people in politics live in a fishbowl. He recalled the Fala speech, in which Franklin Roosevelt had sarcastically responded to Republican claims he had sent a destroyer to fetch his dog, Fala, and remembered the dog his children had recently received: A Texas traveling salesman named Lou Carrol had read a report that Pat Nixon said her children Tricia and Julie "longed" for a dog, and his own dog, an American Cocker Spaniel, had just had a litter. After a telegram exchange, he crated the puppy and shipped it by rail to the Nixons, and six-year-old Tricia Nixon named the dog "Checkers". Nixon decided that including the anecdote evoking FDR would needle his enemies and delight his friends.
When the plane reached Los Angeles, Nixon secluded himself in a suite in The Ambassador Hotel, letting no one except his wife, Chotiner, and attorney and adviser William P. Rogers have any hint what he was planning. He called two professors he knew at his alma mater, Whittier College, seeking appropriate Abraham Lincoln quotes. They called back with two suggestions, one of which he used. Unwilling to have his message filtered, Nixon adamantly refused to provide the media with any advance text of his speech, convinced that it would reduce the size of his audience. Without any hard information on what would be said during the speech, rumors flew through the media. UPI reported that Nixon would resign from the ticket well before the scheduled time for the speech. On the evening of the 22nd, the media broke the story that Democratic nominee Adlai Stevenson had a similar fund, as Chotiner had predicted. The Stevenson information had been leaked by Bob Humphreys at the RNC, but as he later ruefully noted, "Nobody paid much attention to it."
The morning of the 23rd, the day of the speech, brought the reports from the lawyers, who opined that it was legal for a senator to accept expense reimbursements, and from the accountants, who stated that there was no evidence of misappropriation of money. The Fund was to be dissolved, and gifts accepted since Nixon's nomination were to be accounted for as campaign contributions. Despite the reports, Eisenhower had second thoughts about relying on the success of the speech. He told an aide to call Governor Dewey, who was to call Nixon and instruct him to close his speech with his resignation from the ticket. Believing they had resolved the situation at last, Eisenhower and his staff had a relaxed dinner and began to prepare for his own speech that evening, before 15,000 Republican supporters in Cleveland.
At 4:30 pm, Nixon, Chotiner, and Rogers were discussing where the public should be told to send their responses to the speech, when a Dewey aide telephoned for Nixon. Reluctantly, suspecting the reason for the call, Chotiner brought Nixon to the phone to speak with the New York governor. Dewey told Nixon that Eisenhower's aides were unanimous that Nixon must resign, though Dewey did not agree, and that Nixon was to so state at the end of his telecast. Nixon asked what Eisenhower wanted him to do. Dewey hedged, stating that he had not spoken with the presidential candidate himself, but that the word had come from such close aides to Eisenhower that the demand had to represent the general's view. Nixon replied that it was very late for him to change his remarks; Dewey assured him he need not do so, but simply add at the end his resignation from the ticket and his insistence that Eisenhower accept it. Dewey suggested he even announce his resignation from the Senate and his intent to run in the special election which would follow—he was sure Nixon would be returned with a huge majority, thus vindicating him. Nixon remained silent for some time, and when Dewey asked him what he would do, the senator told him that he did not know, and if Eisenhower's aides wanted to find out, they could watch just like everyone else. Before slamming down the receiver, Nixon added, "And tell them I know something about politics, too!"
Nixon, somewhat dazed by the conversation with Dewey, dressed for the speech and reviewed his notes. Chotiner came into Nixon's room, and told him that if he was forced off the ticket, Chotiner would call a huge press conference and reveal all the maneuvering that had led to Nixon's departure; Chotiner added that the resulting furor would mean nothing to either of the two men, since they would be through with politics anyway. Nixon later stated that Chotiner's promise broke the tension and gave him a needed lift. The Nixons and the campaign staff journeyed to the El Capitan, where they were met by a cheering group of Young Republicans on the sidewalk outside, including future Nixon White House Chief of Staff H. R. Haldeman. In Cleveland, General and Mamie Eisenhower, with the general's aides, prepared to watch the speech on television in the manager's office above the Cleveland Public Auditorium, where the presidential candidate was to speak.
## Delivering the address
The El Capitan Theatre, at Nixon's insistence, was entirely deserted. Press members were confined to a nearby room, where they could watch on television; stenographers were standing by at the Ambassador to ensure an accurate transcript of Nixon's remarks for the press, who would be facing deadlines in the East. Chotiner and Rogers would watch from behind a screen in the theatre; Pat Nixon, wearing a dress knitted by supporters, would sit on stage a few feet from her husband. The chosen set was a "GI bedroom den" with a desk, two chairs, and bookshelves. Nixon usually preferred to work from a memorized text, but would work from notes for this speech to make the talk sound more spontaneous. Nixon spent some time practicing movements for the cameramen and finally went into the dressing room with his wife for a few minutes of solitude. He told her that he did not think he could go through with it, but she reassured him.
### Introduction and office expenses
The speech opened with Nixon sitting at the desk. He began, "My fellow Americans, I come before you tonight as a candidate for the Vice Presidency, and as a man whose honesty and integrity has [sic] been questioned." Nixon indicated that he would not follow the example of the Truman Administration and ignore charges, and that the best response to a smear "is to tell the truth".
Nixon mentioned the \$18,000 Fund, and that he was accused of taking money from a group of his supporters. After stating that the Fund was wrong if he had profited from it, if it had been conducted in secret, or if the contributors received special favors, he continued,
> Not one cent of the \$18,000 or any other money of that type ever went to me for my personal use. Every penny of it was used to pay for political expenses that I did not think should be charged to the taxpayers of the United States. It was not a secret fund. As a matter of fact, when I was on Meet the Press, some of you may have seen it last Sunday—Peter Edson came up to me after the program and he said, "Dick, what about this fund we hear about?" And I said, "Well, there's no secret about it. Go out and see Dana Smith, who was the administrator of the fund."
Nixon stated that no contributor to the fund got any service that an ordinary constituent would not have received, and then anticipated the skeptical questions, "Well, what did you use the fund for, Senator? Why did you have to have it?" In response to his rhetorical question, he explained salary and office allowances for senators. He went through different ways that political expenses could be met. One way was to be rich, but he stated that he was not rich. Another way was to put one's spouse on the Congressional office payroll, as, he stated, his Democratic rival, Senator John Sparkman, had done. Nixon did not feel comfortable doing that himself with so many deserving stenographers in Washington needing work, though Pat Nixon was a "wonderful stenographer" and sometimes helped out in the office as a volunteer. At this point, the camera turned from Nixon for the first time to reveal Pat Nixon sitting alongside the desk. Nixon indicated he could not continue his law practice, as some Congressmen did, due to the distance to California, and in any event he felt that practicing law while a lawmaker was a conflict of interest. Thus, he indicated, he had found that the best way to pay for political expenses not within his means was to allow contributors to do so. Nixon proffered the legal and accounting opinions as proof of his statements.
### Family finances, coat and dog
Nixon, continuing to ask skeptical rhetorical questions, indicated that some might feel that even with the opinions, he might have found some way to personally benefit. In response to his own question, he detailed his background and financial situation, beginning with his birth in Yorba Linda, and the family grocery store in which the Nixon boys helped out. He alluded to his work in college and law school, his service record, and stated that at the end of the war, he and Pat Nixon had \$10,000 in savings, all of it patriotically in government bonds. He gave the dollar amounts of small inheritances that the Nixons had received from relatives, before turning to their life in Washington:
> We lived rather modestly. For four years we lived in an apartment in Parkfairfax, in Alexandria, Virginia. The rent was \$80 a month. And we saved for the time that we could buy a house. Now, that was what we took in. What did we do with this money? What do we have today to show for it? This will surprise you, because it is so little, I suppose, as standards generally go, of people in public life.
As Nixon discussed their finances, the telecast again showed Pat Nixon, fixedly watching her husband. Pat Nixon later stated that her rapt gaze was because she did not know exactly what he would say, and wanted to hear. Nixon detailed their assets and liabilities: the mortgaged home in Washington; the similarly mortgaged home in California, then occupied by his parents. The loans from his parents and from Riggs Bank. The borrowed-against life insurance policy on the senator; no insurance on his wife or children. The two-year-old Oldsmobile and the family furniture, and that he and his wife owned no stocks or bonds.
> Well, that's about it. That's what we have and that's what we owe. It isn't very much but Pat and I have the satisfaction that every dime that we've got is honestly ours. I should say this—that Pat doesn't have a mink coat. But she does have a respectable Republican cloth coat. And I always tell her that she'd look good in anything!
While Nixon made these points, Murray Chotiner "let out shouts of glee" in his screened booth. As Chotiner exulted, Nixon moved ahead with the lines "that would give the speech its name, make it famous, and notorious":
> One other thing I probably should tell you because if we don't they'll probably be saying this about me too, we did get something—a gift—after the election. A man down in Texas heard Pat on the radio mention the fact that our two youngsters would like to have a dog. And, believe it or not, the day before we left on this campaign trip we got a message from Union Station in Baltimore saying they had a package for us. We went down to get it. You know what it was?
>
> It was a little cocker spaniel dog in a crate that he'd sent all the way from Texas. Black and white spotted. And our little girl—Tricia, the 6-year-old—named it Checkers. And you know, the kids, like all kids, love the dog and I just want to say this right now, that regardless of what they say about it, we're gonna keep it.
Nixon expressed pleasure that Stevenson, whom he termed a man who inherited wealth from his father, could run for president. But people "of modest means" must also get a chance, and he recited the quotation attributed to Lincoln: "Remember Abraham Lincoln, you remember what he said: 'God must have loved the common people—He made so many of them.'"
### Attack on Democrats; request for public to write
Nixon then called for Stevenson to give a full accounting of his own fund, and a full list of the donors. He also called for Senator Sparkman, who, as Nixon repeated, had put his wife on the payroll, to state fully any outside income he might have had. "Because, folks, remember, a man that's to be President of the United States, a man that's to be Vice President of the United States must have the confidence of all the people. And that's why I'm doing what I'm doing, and that's why I suggest that Mr. Stevenson and Mr. Sparkman since they are under attack should do what I am doing." As Nixon made this point, Eisenhower, sitting in the Cleveland office, slammed his pencil down, realizing that he would not be allowed to be the only major party candidate whose finances would evade scrutiny. Eisenhower had benefited from a favorable Act of Congress, allowing the income from his bestselling memoirs to be considered capital gains.
Nixon warned that other smears would be made against him, and many of the same commentators who were attacking him now had also attacked him for his role in the Alger Hiss case, for which he made no apologies. He then rose to his feet, came out from behind the desk, and continued:
> And as far as this is concerned, I intend to continue the fight. Why do I feel so deeply? Why do I feel that in spite of the smears, the misunderstandings, the necessity for a man to come up here and bare his soul as I have? Why is it necessary for me to continue this fight? And I want to tell you why. Because, you see, I love my country. And I think my country is in danger. And I think that the only man that can save America at this time is the man that's running for President on my ticket—Dwight Eisenhower.
>
> You say, "Why do I think it's in danger?" and I say look at the record. Seven years of the Truman-Acheson Administration and what's happened? Six hundred million people lost to the Communists, and a war in Korea in which we have lost 117,000 American casualties.
Nixon alleged that Stevenson had downplayed the threat of communism, and was thus unfit to be president. He affirmed that Eisenhower was the only man fit to lead the country in ridding the government of corruption and communism. Reading parts of a letter from the wife of a serviceman fighting in the Korean War, who, despite her financial woes, had scraped together \$10 to donate to the campaign, Nixon promised that he would never cash that check.
With less than three minutes left in the allotted time, Nixon finally addressed the question: Would he stay or would he go? He indicated that he did not think he should go. "Let me say this: I don't believe that I ought to quit because I'm not a quitter. And, incidentally, Pat's not a quitter. After all, her name was Patricia Ryan and she was born on St. Patrick's Day, and you know the Irish never quit."
Seizing on the fact that the Republican National Convention had routinely given the RNC the power to fill vacancies on the ticket, Nixon evaded Eisenhower's power as the general again slammed his pencil down, this time breaking it:
> I am submitting to the Republican National Committee tonight through this television broadcast the decision which it is theirs to make. Let them decide whether my position on the ticket will help or hurt. And I am going to ask you to help them decide. Wire and write the Republican National Committee whether you think I should stay on or whether I should get off. And whatever their decision is, I will abide by it.
>
> But just let me say this last word. Regardless of what happens I'm going to continue this fight. I'm going to campaign up and down America until we drive the crooks and the Communists and those that defend them out of Washington.
Advancing towards the camera, he completed the speech by praising Eisenhower, "He's a great man. And a vote for Eisenhower is a vote for what's good for America."
## Aftermath
### Candidates and public
Nixon was initially convinced that the speech was a failure. Despite the congratulations of Rogers and Chotiner, and the fact that one of the cameramen had tears running down his face, he reproved himself for not mentioning the address of the Republican National Committee. Though the Young Republicans continued their applause as the Nixon party left the theatre, he fixed on an Irish Setter running alongside his car as it pulled away from the curb. "Well, we made a hit in the dog world anyway." Despite the senator's despair, his wife was convinced that her husband had vindicated himself. Over sixty million Americans had watched or listened to the speech, including the largest television audience up to that point.
Nixon had left the Ambassador with the lobby quiet; he returned to a mob scene, and he was soon surrounded by well-wishers congratulating him. The party was able to get through to his suite, and after a few minutes of tense quiet, calls and telegrams began to pour in "from everywhere" praising the speech and urging him to remain on the ticket—but no word came from Eisenhower in Cleveland.
In Cleveland, as the speech concluded, General Eisenhower turned to RNC Chairman Summerfield, "Well, Arthur, you sure got your money's worth." Mamie Eisenhower was in tears, and the general told her that Nixon was a completely honest man. The 15,000 supporters waiting for Eisenhower to speak had heard the Checkers speech over the hall's public address system, and when Congressman George H. Bender took the microphone and asked the crowd, "Are you in favor of Nixon?", pandemonium ensued. As the crowd below chanted, "We want Nixon!", Eisenhower quickly revised his speech.
Both Eisenhower's speech to the excited crowd and telegram to his running mate were noncommittal. The general applauded his running mate for his speech, but stated that the two had to meet face to face before a final decision could be made. While Eisenhower affirmed that the RNC had the power to elect a replacement candidate, Eisenhower indicated that the committee would, most likely, be guided by his wishes. Eisenhower asked Nixon to meet with him in person in Wheeling, West Virginia, where their campaign was next scheduled to go. Eisenhower's telegram was delayed in transmission and lost among the flood being sent to Nixon's suite, and the latter learned of his running mate's position from a wire service report.
When he heard of Eisenhower's posture, Nixon's happiness at what he had finally been convinced was a tour de force turned to fury, and he stated that if the speech did not satisfy Eisenhower, nothing he could do would. He called in his secretary, Rose Mary Woods, and dictated a telegram to the RNC resigning from the ticket. As Woods left the room with her notes, Chotiner stopped her, took the sheet, and ripped it up. While Chotiner understood Nixon's rage, he felt that the resignation was premature. The campaign manager urged Nixon simply to allow the public wave of support to pressure Eisenhower. He suggested that instead of going to Wheeling as Eisenhower had requested, that they resume the train tour in Missoula, Montana. Nixon sent Eisenhower a curt acknowledgment of his telegram, and a suggestion that they meet the following week in Washington, D.C. Chotiner then called Summerfield, telling him that Nixon felt he had been abused enough, and would not meet with Eisenhower until Summerfield was able to promise, on his word of honor, that Nixon would be confirmed as nominee at that meeting. "Dick is not going to be placed in the position of a little boy going somewhere to beg for forgiveness."
Just before the Nixon party left for the airport, Nixon friend and journalist Bert Andrews managed to reach him by phone. Andrews told Nixon that he should go to Wheeling; that public reaction had already foreordained the outcome. He advised Nixon that he should accede to Eisenhower's desire to make the inevitable decision in his own way, advice Nixon acknowledged "had the ring of truth". Nonetheless, the Nixon party flew to Missoula.
By this time, the first wave of what would eventually be more than four million letters, telegrams, postcards, and phone calls had flooded into RNC headquarters and other political offices. While a later study found that only about 7 percent of these communications addressed any substantive issue, they still ran 75 to one in favor of Nixon. Nixon skeptics joined in; both Stassen and Dewey sent congratulatory telegrams. Many letters included contributions to help pay for the cost of the broadcast; the RNC eventually recouped four-fifths of the \$75,000 cost. Newspaper switchboards were jammed with calls from people seeking the RNC's address, while Western Union was caught off guard by Nixon's request that listeners wire the RNC, and had no extra help on hand. Checkers herself received enough dog food to last a year, and hundreds of collars, leashes, and toys.
Politicians generally reacted along party lines, with Republican Senator Mundt of South Dakota stating, "Nixon's speech is complete vindication against one of the most vicious smears in American history." Democratic Senator Clinton Anderson of New Mexico stated, "I wish he had talked about the 18,000 bucks—not the puppy dog ... Suppose someone sets up a fund to buy my meals. I could say I didn't get one red cent of the money."
On the morning of September 24, Summerfield and Humphreys called Nixon at his Missoula hotel. After securing his agreement to fly to Wheeling if Eisenhower agreed to Chotiner's terms, the two reached Eisenhower and campaign leader New Hampshire Governor Sherman Adams in Portsmouth, Ohio, en route to Wheeling, and briefed them on the conversation with Nixon and on the flood of communications from the public. Eisenhower and Adams agreed that Nixon could come to Wheeling with the assurance he would remain on the ticket. After making speeches in Missoula and at a stop in Denver, and after Eisenhower made his own speech announcing that his running mate had been the victim of an "attempted smear," Nixon arrived in Wheeling late in the day on the 24th. Eisenhower came to the airport to meet the plane, and hurried up the steps to greet the Nixons when the door was opened.
The candidates waved at the crowd of 3,000 which had come to meet the plane, and rode together, with Nixon in place of honor, to a rally at City Island Stadium as Eisenhower chatted to Nixon as if the crisis had never occurred. At the stadium, Eisenhower introduced Nixon as a "colleague" who had been subject to "a vicious and unprincipled attack" but who had "vindicated himself" and who "stood higher than ever before". Eisenhower finished by reading two telegrams, one from Nixon's mother assuring Eisenhower of her son's integrity, and the second from Summerfield stating that the RNC had voted unanimously to retain Nixon on the ticket. Nixon then spoke, telling the crowd that this was one of two moments when he was most proud to be an American; the other had been at the victory parade in New York in 1945, when he had seen General Eisenhower go by. He called the Wheeling rally "the greatest moment of my life".
### Media reaction
Editorial reaction to the address was divided. The New York Times, which had criticized Nixon, and had even run stories with claims that he was under criminal investigation for the Fund, praised Nixon's "composure and assurance". The New York Journal American gushed, "He was in our opinion, simply magnificent. We know of no other way to say it." The Pittsburgh Press called the address "an extraordinary speech". The Mobile Register stated that the Fund crisis "confronted [Nixon] with an unsought opportunity which he made the most of."
However, some newspapers disagreed. The Baltimore Sun noted that Nixon "did not deal in any way with the underlying question of propriety," while the St. Louis Post-Dispatch called the address "a carefully contrived soap opera". Columnist Walter Lippmann called the wave of support for Nixon "disturbing ... with all the magnification of modern electronics, simply mob law;" discussing the speech with a dinner guest, he said, "That must be the most demeaning experience my country has ever had to bear." Columnist Thomas Stokes criticized Eisenhower for equivocating on the question of his running mate until "the young man himself—the accused—had to step in and take over. And how he took over!" Through his presidency, Eisenhower would continue to be accused of being indecisive.
Nixon refused to answer further questions about the Fund, and attention turned to Stevenson's fund, especially as its details became clear. Governor Stevenson's fund, which proved to total \$146,000, had been used for such expenditures as Christmas gifts to reporters, dues for private clubs, and to hire an orchestra for a dance his son was hosting. Taking a leaf from Nixon's book, the Democrats refused to answer questions about Stevenson's fund. Both parties were eager to bury the matter, and the story died.
## Legacy
With The New York Times finding that Nixon's performance had given the Republican ticket "a shot in the arm", Eisenhower and Nixon swept to victory in November, with the Republicans narrowly taking both Houses of Congress. According to Nixon biographer Conrad Black, the speech earned Nixon supporters throughout Middle America which he would keep through the rest of his life, and who would continue to defend him after his death. Critics, however, would later see the address as the "ultimate expression" of the controversial politician's "phoniness". Nixon biographer Stephen Ambrose stated that part of the audience considered the address "one of the most sickening, disgusting, maudlin performances ever experienced". In their analysis of the speech published just before Nixon's election as president in 1968, Robert S. Cathcart and Edward A. Schwarz suggested that while Nixon "met the accusation head-on and accomplished his immediate goals successfully, he ultimately created an image which led to a decline in his political career."
The address was an unprecedented demonstration of the power of television to galvanize large segments of the American people to act in a political campaign. However, the onslaught of negative media attention leading up to the address "left its scars" on Nixon, and the future president never returned to the easy relationship with the press that he had enjoyed during his congressional career. His oft-stated view that the media was the enemy came to play a part in his downfall.
Nixon celebrated the anniversary of the speech each year. The future president disliked the fact that the address soon became popularly known as the "Checkers speech". In his 1962 book, Six Crises (the Fund crisis being one of the six), he would object to the term, "as though the mention of my dog was the only thing that saved my political career". Nixon preferred to call the address "the Fund speech," and made it required reading for his speechwriters. As time passed, the Checkers speech became denigrated, and Nixon biographer Earl Mazo suggested that much of the attitude of "I don't like Nixon, but I don't know why," which contributed to the failure of his 1960 presidential run, can be traced to the Checkers speech. Other commentators suggested that had he not made the Checkers speech, Nixon might have won in 1960. Nixon retorted that without the Checkers speech, he would not have been around to run in 1960.
Checkers died in 1964 and was buried in Wantagh, New York, at Long Island's Bide-A-Wee Pet Cemetery. William Safire described the adoption of "Checkers speech" as an idiom, used to refer to any emotionally charged speech by a politician. In 1999, 137 scholars of American public address were asked to recommend speeches for inclusion on a list of "the 100 best American political speeches of the 20th century," based on "social and political impact, and rhetorical artistry". This speech placed 6th on the list.
Despite the many criticisms of the speech in later years, Hal Bochin (who wrote a book about Nixon's rhetoric) suggests that Nixon succeeded at the time because of his use of narrative, spinning a story which resonated with the public:
> [The American people] could identify with the materials of the story—the low-cost apartment, the struggle with the mortgage payment, the parental loans, the lack of life insurance on the wife and children, and even the wife's cloth coat. By reputation, Nixon was a political fighter and also a family man, and the public admired the father who would not give back the family dog "regardless of what they said about it".
## See also
- 1952 United States presidential election |
634,318 | Eagle (British comics) | 1,170,211,057 | Seminal British children's comic | [
"1950 comics debuts",
"1950 establishments in the United Kingdom",
"1969 comics endings",
"1982 comics debuts",
"1994 comics endings",
"1994 disestablishments in the United Kingdom",
"Comics magazines published in the United Kingdom",
"Defunct British comics",
"Magazines disestablished in 1969",
"Magazines disestablished in 1994",
"Magazines established in 1950",
"Magazines established in 1982",
"Odhams Press titles",
"Weekly magazines published in the United Kingdom"
]
| Eagle was a British children's comics periodical, first published from 1950 to 1969, and then in a relaunched format from 1982 to 1994. It was founded by Marcus Morris, an Anglican vicar from Lancashire. Morris edited a Southport parish magazine called The Anvil, but felt that the church was not communicating its message effectively. Simultaneously disillusioned with contemporary children's literature, he and Anvil artist Frank Hampson created a dummy comic based on Christian values. Morris proposed the idea to several Fleet Street publishers, with little success, until Hulton Press took it on.
Following a huge publicity campaign, the first issue of Eagle was released in April 1950. Revolutionary in its presentation and content, it was enormously successful; the first issue sold about 900,000 copies. Featured in colour on the front cover was its most recognisable story, Dan Dare, Pilot of the Future, created by Hampson with meticulous attention to detail. Other popular stories included Riders of the Range and P.C. 49. Eagle also contained news and sport sections, and educational cutaway diagrams of sophisticated machinery. A members club was created, and a range of related merchandise was licensed for sale.
Amidst a takeover of the periodical's publisher and a series of acrimonious disputes, Morris left in 1959; Hampson followed shortly thereafter. Although Eagle continued in various forms, a perceived lowering of editorial standards preceded plummeting sales, and it was eventually subsumed by its rival, Lion, in 1969. Eagle was relaunched in 1982 and ran for over 500 issues before being dropped by its publisher in 1994.
## History
### Background
Eagle was founded by John Marcus Harston Morris (1915–1989). Morris was born in the Lancashire town of Preston, and in 1918 moved to Southport. He graduated from Brasenose College, Oxford with a second-class degree in Literae Humaniores, and at Wycliffe Hall gained a second in theology in 1939. He became a priest the following year, and served as a chaplain in the Royal Air Force Volunteer Reserve from 1941 to 1943.
In 1945 he became vicar of St. James' Church in Birkdale. Morris had long felt that the Anglican church was not publicising its message effectively enough; four years earlier he had written an unpublished article, intended for the Yarmouth Mercury and entitled Christian Hypocrisy, in which he questioned the difference that the Christian church had made to society in general. Morris also felt that the church was completely out of touch with the people whom it was supposed to represent. He gradually expanded the parish magazine—printed on four pages of cheap paper— into The Anvil, a widely circulated Christian magazine based on the humour and arts magazine Lilliput. Morris managed to employ several notable contributors on Anvil, such as C. S. Lewis and Harold Macmillan.
In 1948 he employed young artist Frank Hampson, a war veteran who had enrolled at the Southport School of Arts and Crafts, where he was described by his tutor as an "outstanding draughtsman 'prepared to go to endless trouble to get a thing right'". He worked as the illustrator on Anvil, and later became the full-time artist for Interim, a Christian publicity society formed during a conference of diocesan editors, with ambitions to produce a strip cartoon magazine aimed at children.
Children's comics such as The Rover, The Hotspur, Schoolgirls' Own, The Magnet and Adventure usually contained a mixture of adventure stories, presented as text rather than strip cartoons, and some British boys were buying American horror comics produced for G.I.s. Morris was impressed by the high standard of artwork in the US magazines, but disgusted by their content, which he described as "deplorable, nastily over-violent and obscene, often with undue emphasis on the supernatural and magical as a way of solving problems". He realised that a market existed for a children's comics periodical which featured action stories in cartoon form, but which also would convey to children the standards and morals he advocated.
Morris was instrumental in launching the short-lived Society for Christian Publicity, formed to take control of The Anvil and to perhaps produce further Christian publications, and in January 1949 the Daily Mirror published an optimistic piece about the rumoured publication by the Society of a "new children's comic". This intrigued local journalist Norman Price, and the following month he met Morris, and helped him express his desire to see such a magazine by co-writing with him "comics that bring horror to the nursery", published in the Sunday Dispatch. Morris's article provoked a strong reaction from its readers; letters of support flooded into his home.
Morris envisioned a character called Lex Christian, "a tough, fighting parson in the slums of the East End of London", whose adventures would be told in strip cartoon form, illustrated by Hampson. The idea gained the support of Terence Horsley, editor of the Sunday Empire News, but Horsley was killed in a gliding accident shortly thereafter. Morris suggested to Hampson that they instead create an entirely new children's publication. Hampson was enthusiastic about the idea, and in May that year the two began work on a dummy of it. Lex Christian became Chaplain Dan Dare of the Inter-Planet Patrol, and featured on the cover. On the inside, two pages of Secret City featured a character named Jimmy Swift, and on the back page was a religious story about Saint Paul. Short strips included Joe from Strawberry Farm and Ernie, Always Unlucky. Other features included Morris's Editor's Letter and a range of news articles. Three photocopies of the dummy were made, each hand-coloured by Hampson.
By then deeply in debt from the publication of The Anvil and the production costs of the dummy, Morris formed Anvil Productions Ltd. Its prospectus declared: "The Company proposes to publish a new children's coloured 'comic' paper, which will be of a much higher and more mature quality than anything published in England and in appearance and format will be modelled more on the American comic papers which are so far in advance of our own". Initially he sought to keep the project under his control, but his escalating debts forced him to try to sell the idea. To that end, he made several trips to London, where—armed with the dummy—he pitched his idea to several Fleet Street publishers. He met John Myers at Hulton Press, who referred him to Montague Haydon at Amalgamated Press. He then met Neville Pearson at George Newnes, Ltd., whose executives claimed that the publication was "not an economic proposition". The US comics reprinter Boardmans was next, followed by Mike Wardell of the Sporting Record. Neither The Times nor The Daily Telegraph were interested, and at The Sunday Times the personal assistant to Gomer Berry, 1st Viscount Kemsley, presumed that Morris was asking for a charitable donation. In autumn 1949 however, Hulton Press contacted Morris with the instruction "definitely interested do not approach any other publisher".
### 1950–1969
In October that year Morris sold The Anvil—by then selling about 3,560 copies monthly—for £1,250, plus a £200 annual contract to continue as editor. Morris wanted to produce a comic the pages of which would be filled with role models whose behaviour and moral outlook he felt was socially desirable. Foreigners would not be depicted as either enemies or villains, and at least one child in any group of children would be from an ethnic minority. Religious values would not be imposed upon the reader, although their underlying moral tones would be made obvious on each page. These were innovative but somewhat risky ideas, as nothing similar existed in the market, and Hulton therefore commissioned extensive research into the new comic, which by then, inspired by the design of her church lectern, had been christened Eagle by Hampson's wife. Layout and typography were designed by Morris's friend, Ruari McLean, assisted by Charles Green, and faced with an initial print run of 1 million copies, Aintree printer Eric Bemrose designed and built a new ten-unit rotogravure machine in about twelve weeks.
The comic was heavily publicised before its release; copies were mailed direct to several hundred thousand people who worked with children, and a "Hunt the Eagle" scheme was launched, whereby large papier-mâché golden eagles were set on top of several Humber Hawk cars, and toured across the UK. Those who spotted an eagle were offered tokens worth 3d, which could be exchanged at newsagents for a free copy of Eagle.
Despite its relatively high price, the comic was an immediate success; released on 14 April 1950, and despite government paper quotas, the first issue sold about 900,000 copies. Eight of its twenty pages were presented in four-colour rotogravure. Eagle was designed to entertain and educate its readers; although a typical issue might contain such characters as Cavendish Brown, Harris Tweed, Jack O'Lantern, Storm Nelson and Luck of the Legion, it also included a special news section, a sports page, and school stories. Each issue also featured a centre-spread full-colour cutaway illustration of a piece of machinery—the first detailed the inner workings of the British Rail 18000 locomotive. Such high quality strips as Riders of the Range and P.C. 49 helped ensure a weekly circulation of almost a million copies, but it was the adventures of Dan Dare, Pilot of the Future, which most captivated readers. Created by Hampson—now a full-time staff artist with his own team—Dan Dare was the UK's first science-fiction comic strip of any significance. Readers were thrilled by the square-jawed British spaceman's weekly exploits, and his struggles with The Mekon.
While Morris (who by now had resigned from St James) edited the magazine from Hulton's premises at Shoe Lane in London, the comic was created in a converted bakery in the Churchtown district of Southport. The building was described by Eagle artist Greta Tomlinson as "very basic, a flagstone floor and a tin roof; there was cold running water in the corner. It was freezing cold in the winter and boiling hot in the summer". Working to a tight schedule, Hampson created each Dan Dare episode first in pencil, and then in ink and colour. He and his team of artists posed for photographs, in the positions drawn in his pencil sketches (Hampson usually posed for Dan Dare). These photographs were combined with the rough sketches, and his colleagues then worked on the strip while he tackled the opening frame of each week's story. His drawings of the technology Dan Dare employed were meticulous, and were based on a large body of research and reference material, as well as space ship models, plaster heads, mocked-up space suits, and a complete model of a space station. He also wrote the dialogue for several of the comic's pages. Hampson was assisted in his work by expert consultants, among them Arthur C. Clarke (then an aspiring young science fiction writer). Scriptwriters included Anglican priest Chad Varah (founder of Samaritans). Varah also accompanied Morris on tours of Cathedrals often filled with Eagle readers keen to meet the comic's creators. Peter Ling and Macdonald Hastings were contributors, as was Harris Tweed's creator John Ryan, who was also responsible for Captain Pugwash, printed in the first 19 issues.
Children were encouraged to submit their good deeds to the comic; those that had their stories printed were called MUGs, a not-so-subtle dig at the "spivs" who made fun of them. The best of these stories were awarded the title of "MUG of the Month", or "MUG of the Year". Readers were also invited to join an Eagle club. Upon payment of a subscription, members would be given a gilt Eagle badge, a rulebook, and a list of privileges. The club proved extremely popular, attracting within months a membership of about 100,000, but it also served as a research tool for Hulton; questionnaires were sent to a random selection of members, asking each to rate certain aspects of the comic. Eagle's production costs were funded partly by advertising revenue, although advertisers were required to integrate their designs so as to match the comic's high standards. Another of Hampson's strips, Tommy Walls, was the first commercial cartoon in any comic, and an obvious advertisement for Wall's ice cream. Eagle also spawned a large range of merchandise, which included toothpaste, pyjamas, and toy ray guns. Several annuals were printed; the first was announced in a September 1951 issue, in Morris's regular letter to his readers.
Eagle became immensely popular with people of all ages and walks of life. Copies brought into school regularly found their way into the hands of staff, who enjoyed them almost as much as the children they taught. The Lancet reported on one doctor who read Eagle on his rounds. It was sent to soldiers in Korea, to refugee camps, and was praised by Geoffrey Grigson on the BBC Home Service. Wolf Mankowitz proclaimed Dan Dare a "Hero of Our Time", and the Earl of Jellicoe was reported to have read the comic in the library of Westminster Palace. Lord Mountbatten supposedly placed a subscription order for his nephew, Prince Charles, and on one occasion rang Hulton to complain that the comic had not arrived; a replacement was quickly despatched. Years later Morris sent the prince a copy of The Best of Eagle (1977); Charles replied and thanked him for the "fond memories". The comic was not universally popular, however, as it was quickly banned in South Africa.
Despite settling some of his debts, Morris once again found himself in financial trouble, with unexpected tax bills and arguments with Hulton over payments. In 1955 he sold the copyright of his signature to Hulton for £7,250 (a portion of which was a loan). 45% of his £5,000 per annum salary was paid to the taxman. With only one other profit-making magazine (Farmers Weekly), Hulton sought to curb Eagle's costs, complaining about the use of taxis, expensive stationery, electricity and telephone bills, restaurant bills, and staff expenses. At their 1957 AGM Hulton's Chairman reported a fall in profits, from £298,000 to £36,000, blaming reduced revenue from another of their magazines, Picture Post, and increased production costs. Several of Morris's friends later left the company, and following a short period of internal turmoil Morris gave up the editor's chair in 1959. The following year Eagle was taken over by Odhams Press. Hampson's studio (by then in Epsom) was disbanded, and following creative differences he retired from the comic. His duties on Dan Dare were taken up by Frank Bellamy, described by Morris as "a most fastidious artist and scrupulous draftsman, and like Hampson at his best, often consumed with anxiety". With Keith Watson and Don Harley, the three worked from a studio in Fleet Street. The front cover was redesigned, the Eagle name appearing across the top of the page rather than in one corner, coinciding with a new-look Dare. Many readers found Bellamy's changes to Dare (made at the behest of Eagle's publisher) objectionable. Bellamy was succeeded by Harley, who in 1962 was followed by Watson, who had returned from a short stint working on Eagle's rival, Lion. Watson stopped drawing Dan Dare in 1967, and was succeeded by Bruce Cornwell. Following Hampson's departure, the emphasis on Dan Dare's exploration of the Solar System had changed instead to include interstellar travel. Continuity became strained, and production on Dan Dare ceased in 1967, when it was replaced by reprints from earlier editions.
Eagle continued to be published through the 1960s, under a succession of editors (Morris was succeeded by his deputy, Clifford Makins). Regular changes in emphasis, including an increasing number of features on contemporary music and sport, were not enough to ensure the comic's continued survival. Although in 1961 its circulation was still about 500,000, under IPC, then Eagle's owners, the comic suffered a drastic fall in quality. The centre spreads were replaced with the historically inaccurate "Last of The Saxon Kings", and letters of complaint poured in to the comic. Within months the comic's circulation fell to 150,000, and continued to drop. By 1966 it was in decline. IPC continued production until the comic's last issue, on 26 April 1969, by which time circulation had dwindled to an unprofitable 40,000. Just short of its 1,000th edition, the comic was merged with its rival, IPC's Lion.
Eric Meredith from Chester was employed as technical adviser by the Eagle Comic as the 'Man from Eagle' who undertook daring stunts and wrote about his experiences in the comic.
### 1982–1994
A modified Dan Dare was briefly featured in IPC Media's 2000 AD (1977–1979). The public reaction to this, along with news of a planned television series, persuaded IPC's comic arm Fleetway to relaunch Eagle in 1982, as a weekly comic edited by Dave Hunt. The first issue was dated 27 March 1982.
The original Dan Dare was no longer a feature of the comic, his eponymous great-great grandson taking on the mantle of space explorer instead. Drawn by Gerry Embleton, and later Ian Kennedy, and set 200 years after the original story, the first story-arc featured the return of Dan Dare's earliest nemesis, The Mekon. IPC were unable to recreate the popularity of the original strip, and in 1989 the original Dan Dare returned to the comic, in a six-part story illustrated by original Eagle artist Keith Watson.
In an attempt to emulate the success that Fleetway had had with girls' magazines, the relaunched Eagle initially contained a large number of photo stories such as Doomlord, Sgt. Streetwise, Manix and Walk or Die, but this style was soon replaced by the more traditional comic-strip format. Other stories included Bloodfang, The House of Daemon, Computer Warrior and Detective ZED.
Along with IPC's entire comics line, Eagle was sold to Robert Maxwell in 1987. Although not as successful as its predecessor, over 500 issues were published. A change to a monthly anthology caused by falling sales was a portent of the comic's future. Toward the end of its life issues contained reprints of earlier work, including reprints of stories from other comics, such as M.A.C.H. 1 from 2000 AD and Charley's War from Battle. There were also new Dan Dare stories written by Tom Tully and illustrated by David Pugh. The relaunched Eagle was dropped in 1994.
### Mergers with other comics
In the twentieth century it was standard practice in the British comics industry to merge a comic into another one when it declined in sales. Typically, a few stories from the cancelled comic would continue for a while in the surviving comic, and both titles would appear on the cover (one in a smaller font than the other) until the title of the cancelled comic was eventually dropped. In this way, two comics were merged with the original Eagle, Swift in 1963 and Boys' World in 1964, before the Eagle itself came to an end when it was merged with Lion in 1969.
Lion was merged with Valiant in 1974, Valiant in turn was merged with Battle Picture Weekly in 1976, and finally Battle was merged into the revived Eagle in 1988. In a sense, the new Eagle was descended from the old.
The new Eagle also consumed Scream! in 1984, Tiger in 1985, M.A.S.K. in 1988 and Wildcat in 1989. The story "The Thirteenth Floor" from Scream! continued in the Eagle until 1987, and its lead character, Max, purported to be the comic's editor for several years after the story finished (starting in \#159).
## List of stories
## Legacy
Eagle inspired several imitators, such as Valiant, Tiger, and Lion (which featured a Dan Dare clone, "Captain Condor") but such adventure tales were less palatable for girls. Female characters like Dan Dare's Professor Peabody (one of only two female main characters in the strip), were generally given less important roles than the men, and as a result a trend developed toward producing comics aimed specifically at either boys or girls. Girl, a sister title to Eagle, appeared in November 1951, and featured youthful capers in boarding schools, and tales of equestrian adventure. Later comics such as Jackie, descended from contemporary women's magazines, were more cosmopolitan in flavour. Girl was followed in 1953 by Robin, which was aimed at younger children, and in March 1954 by Swift, for older readers than Robin but younger than Eagle itself.
The popularity of comics which depicted war faded after the end of the Second World War, and Eagle'''s previously unheard-of circulation figures helped define the content of most comics produced during the 1950s, including war. In contrast to other, earlier publications, Eagle attempted to educate the reader with factual, text-based historical stories, such as the life of Winston Churchill, as presented in "The Happy Warrior". A detailed account of the Second World War was given, while one strip lambasted German paratroopers, who on seeing British infantry below them, shouted "Donner und Blitzen! Der Englander!" During the mid-1950s however, comics began sensationalising their covers with war imagery, and Eagle followed suit in the 1960s.
Morris went on to become editorial director of the National Magazine Company, and later its managing director and editor-in-chief. He launched Cosmopolitan in the UK, and with Condé Nast he formed COMAG, one of the UK's largest media distribution companies. He was appointed OBE in 1983, retired the following year, and died in March 1989. Despite his later work however, he is best remembered as the founder of Eagle. His memorial service at St Bride's Church in Fleet Street was filled to overflowing.
Hampson was embittered by his departure from Eagle. Although he created Dan Dare, he and Morris had signed contracts which made the space adventurer the copyright of its publisher. This made it difficult for him to get hold of his original artwork, and excluded him from any profits Hulton made from the huge range of Dan Dare and Eagle merchandise it licensed. He called Odhams, the comic's owner after 1960, "Treens". Hampson later worked on various advertising commissions, and illustrated seven Ladybird books. He recovered from cancer to become a graphics technician at Ewell Technical College, and in 1975 at the Lucca comics convention was declared as the best writer and illustrator of strip cartoons since the end of the Second World War. At the 1976 Comics 101 British comics convention he was given the Ally Sloper Award, as the best British strip cartoon artist. He died at Epsom in July 1985. His original Dan Dare drawings now command high prices, and have inspired a range of modern artists.
Gerald Scarfe and David Hockney were first published in Eagle. X-Men comic scriptwriter Chris Claremont read and enjoyed Eagle, and cites Hampson's work as influential on his career. Watchmen co-creator Dave Gibbons has also praised Hampson's work, and the lyricist Tim Rice, in his foreword to Living with Eagles (1998), cites the stories printed in Eagle as helping "me in my story-telling efforts through musicals many years on". Professor Stephen Hawking, when asked about the influence Dan Dare had on him, replied: "Why am I in cosmology?", and the entertainer Kenny Everett chose an Eagle Annual as his book on Desert Island Discs.
The comic industry's Eagle Awards, first presented in 1977, are named after Eagle, and a fan club, the Eagle Society, regularly publishes the quarterly Eagle Times''.
## Related publications
## See also |
1,051,892 | Io (moon) | 1,173,412,807 | Innermost of the four Galilean moons of Jupiter | [
"Articles containing video clips",
"Astronomical objects discovered in 1610",
"Discoveries by Galileo Galilei",
"Io (moon)",
"Moons of Jupiter",
"Moons with a prograde orbit"
]
| Io (/ˈaɪ.oʊ/), or Jupiter I, is the innermost and third-largest of the four Galilean moons of the planet Jupiter. Slightly larger than Earth’s moon, Io is the fourth-largest moon in the Solar System, has the highest density of any moon, the strongest surface gravity of any moon, and the lowest amount of water (by atomic ratio) of any known astronomical object in the Solar System. It was discovered in 1610 by Galileo Galilei and was named after the mythological character Io, a priestess of Hera who became one of Zeus's lovers.
With over 400 active volcanoes, Io is the most geologically active object in the Solar System. This extreme geologic activity is the result of tidal heating from friction generated within Io's interior as it is pulled between Jupiter and the other Galilean moons—Europa, Ganymede and Callisto. Several volcanoes produce plumes of sulfur and sulfur dioxide that climb as high as 500 km (300 mi) above the surface. Io's surface is also dotted with more than 100 mountains that have been uplifted by extensive compression at the base of Io's silicate crust. Some of these peaks are taller than Mount Everest, the highest point on Earth's surface. Unlike most moons in the outer Solar System, which are mostly composed of water ice, Io is primarily composed of silicate rock surrounding a molten iron or iron sulfide core. Most of Io's surface is composed of extensive plains with a frosty coating of sulfur and sulfur dioxide.
Io's volcanism is responsible for many of its unique features. Its volcanic plumes and lava flows produce large surface changes and paint the surface in various subtle shades of yellow, red, white, black, and green, largely due to allotropes and compounds of sulfur. Numerous extensive lava flows, several more than 500 km (300 mi) in length, also mark the surface. The materials produced by this volcanism make up Io's thin, patchy atmosphere and Jupiter's extensive magnetosphere. Io's volcanic ejecta also produce a large plasma torus around Jupiter.
Io played a significant role in the development of astronomy in the 17th and 18th centuries; discovered in January 1610 by Galileo Galilei, along with the other Galilean satellites, this discovery furthered the adoption of the Copernican model of the Solar System, the development of Kepler's laws of motion, and the first measurement of the speed of light. Viewed from Earth, Io remained just a point of light until the late 19th and early 20th centuries, when it became possible to resolve its large-scale surface features, such as the dark red polar and bright equatorial regions. In 1979, the two Voyager spacecraft revealed Io to be a geologically active world, with numerous volcanic features, large mountains, and a young surface with no obvious impact craters. The Galileo spacecraft performed several close flybys in the 1990s and early 2000s, obtaining data about Io's interior structure and surface composition. These spacecraft also revealed the relationship between Io and Jupiter's magnetosphere and the existence of a belt of high-energy radiation centered on Io's orbit. Io receives about 3,600 rem (36 Sv) of ionizing radiation per day.
Further observations have been made by Cassini–Huygens in 2000, New Horizons in 2007, and Juno since 2017, as well as from Earth-based telescopes and the Hubble Space Telescope.
## Nomenclature
Although Simon Marius is not credited with the sole discovery of the Galilean satellites, his names for the moons were adopted. In his 1614 publication Mundus Iovialis anno M.DC.IX Detectus Ope Perspicilli Belgici, he proposed several alternative names for the innermost of the large moons of Jupiter, including "The Mercury of Jupiter" and "The First of the Jovian Planets". Based on a suggestion from Johannes Kepler in October 1613, he also devised a naming scheme whereby each moon was named for a lover of the Greek god Zeus or his Roman equivalent, Jupiter. He named the innermost large moon of Jupiter after the Greek Io:
> Jupiter is much blamed by the poets on account of his irregular loves. Three maidens are especially mentioned as having been clandestinely courted by Jupiter with success. Io, daughter of the River Inachus, Callisto of Lycaon, Europa of Agenor. Then there was Ganymede, the handsome son of King Tros, whom Jupiter, having taken the form of an eagle, transported to heaven on his back, as poets fabulously tell... I think, therefore, that I shall not have done amiss if the First is called by me Io, the Second Europa, the Third, on account of its majesty of light, Ganymede, the Fourth Callisto...
Marius's names were not widely adopted until centuries later (mid-20th century). In much of the earlier astronomical literature, Io was generally referred to by its Roman numeral designation (a system introduced by Galileo) as "Jupiter I", or as "the first satellite of Jupiter".
The customary English pronunciation of the name is /ˈaɪoʊ/, though sometimes people attempt a more 'authentic' pronunciation, /ˈiːoʊ/. The name has two competing stems in Latin: Īō and (rarely) Īōn. The latter is the basis of the English adjectival form, Ionian.
Features on Io are named after characters and places from the Io myth, as well as deities of fire, volcanoes, the Sun, and thunder from various myths, and characters and places from Dante's Inferno: names appropriate to the volcanic nature of the surface. Since the surface was first seen up close by Voyager 1, the International Astronomical Union has approved 249 names for Io's volcanoes, mountains, plateaus, and large albedo features. The approved feature categories used for Io for different types of volcanic features include patera ("saucer"; volcanic depression), fluctus ("flow"; lava flow), vallis ("valley"; lava channel), and active eruptive center (location where plume activity was the first sign of volcanic activity at a particular volcano). Named mountains, plateaus, layered terrain, and shield volcanoes include the terms mons, mensa ("table"), planum, and tholus ("rotunda"), respectively. Named, bright albedo regions use the term regio. Examples of named features are Prometheus, Pan Mensa, Tvashtar Paterae, and Tsũi Goab Fluctus.
## Observational history
The first reported observation of Io was made by Galileo Galilei on 7 January 1610 using a 20x-power, refracting telescope at the University of Padua. However, in that observation, Galileo could not separate Io and Europa due to the low power of his telescope, so the two were recorded as a single point of light. Io and Europa were seen for the first time as separate bodies during Galileo's observations of the Jovian system the following day, 8 January 1610 (used as the discovery date for Io by the IAU). The discovery of Io and the other Galilean satellites of Jupiter was published in Galileo's Sidereus Nuncius in March 1610. In his Mundus Jovialis, published in 1614, Simon Marius claimed to have discovered Io and the other moons of Jupiter in 1609, one week before Galileo's discovery. Galileo doubted this claim and dismissed the work of Marius as plagiarism. Regardless, Marius's first recorded observation came from 29 December 1609 in the Julian calendar, which equates to 8 January 1610 in the Gregorian calendar, which Galileo used. Given that Galileo published his work before Marius, Galileo is credited with the discovery.
For the next two and a half centuries, Io remained an unresolved, 5th-magnitude point of light in astronomers' telescopes. During the 17th century, Io and the other Galilean satellites served a variety of purposes, including early methods to determine longitude, validating Kepler's third law of planetary motion, and determining the time required for light to travel between Jupiter and Earth. Based on ephemerides produced by astronomer Giovanni Cassini and others, Pierre-Simon Laplace created a mathematical theory to explain the resonant orbits of Io, Europa, and Ganymede. This resonance was later found to have a profound effect on the geologies of the three moons.
Improved telescope technology in the late 19th and 20th centuries allowed astronomers to resolve (that is, see as distinct objects) large-scale surface features on Io. In the 1890s, Edward E. Barnard was the first to observe variations in Io's brightness between its equatorial and polar regions, correctly determining that this was due to differences in color and albedo between the two regions and not due to Io being egg-shaped, as proposed at the time by fellow astronomer William Pickering, or two separate objects, as initially proposed by Barnard. Later telescopic observations confirmed Io's distinct reddish-brown polar regions and yellow-white equatorial band.
Telescopic observations in the mid-20th century began to hint at Io's unusual nature. Spectroscopic observations suggested that Io's surface was devoid of water ice (a substance found to be plentiful on the other Galilean satellites). The same observations suggested a surface dominated by evaporates composed of sodium salts and sulfur. Radiotelescopic observations revealed Io's influence on the Jovian magnetosphere, as demonstrated by decametric wavelength bursts tied to the orbital period of Io.
### Pioneer
The first spacecraft to pass by Io were the Pioneer 10 and 11 probes on 3 December 1973 and 2 December 1974, respectively. Radio tracking provided an improved estimate of Io's mass, which, along with the best available information of its size, suggested it had the highest density of the Galilean satellites, and was composed primarily of silicate rock rather than water ice. The Pioneers also revealed the presence of a thin atmosphere and intense radiation belts near the orbit of Io. The camera on board Pioneer 11 took the only good image of the moon obtained by either spacecraft, showing its north polar region and its yellow tint. Close-up images were planned during Pioneer 10's encounter, but those were lost because of the high-radiation environment.
### Voyager
When the twin probes Voyager 1 and Voyager 2 passed by Io in 1979, their more advanced imaging system allowed for far more detailed images. Voyager 1 flew past Io on 5 March 1979 from a distance of 20,600 km (12,800 mi). The images returned during the approach revealed a strange, multi-colored landscape devoid of impact craters. The highest-resolution images showed a relatively young surface punctuated by oddly shaped pits, mountains taller than Mount Everest, and features resembling volcanic lava flows.
Shortly after the encounter, Voyager navigation engineer Linda A. Morabito noticed a plume emanating from the surface in one of the images. Analysis of other Voyager 1 images showed nine such plumes scattered across the surface, proving that Io was volcanically active. This conclusion was predicted in a paper published shortly before the Voyager 1 encounter by Stan Peale, Patrick Cassen, and R. T. Reynolds. The authors calculated that Io's interior must experience significant tidal heating caused by its orbital resonance with Europa and Ganymede (see the "Tidal heating" section for a more detailed explanation of the process). Data from this flyby showed that the surface of Io is dominated by sulfur and sulfur dioxide frosts. These compounds also dominate its thin atmosphere and the torus of plasma centered on Io's orbit (also discovered by Voyager).
Voyager 2 passed Io on 9 July 1979 at a distance of 1,130,000 km (700,000 mi). Though it did not approach nearly as close as Voyager 1, comparisons between images taken by the two spacecraft showed several surface changes that had occurred in the four months between the encounters. In addition, observations of Io as a crescent as Voyager 2 departed the Jovian system revealed that seven of the nine plumes observed in March were still active in July 1979, with only the volcano Pele shutting down between flybys.
### Galileo
The Galileo spacecraft arrived at Jupiter in 1995 after a six-year journey from Earth to follow up on the discoveries of the two Voyager probes and the ground-based observations made in the intervening years. Io's location within one of Jupiter's most intense radiation belts precluded a prolonged close flyby, but Galileo did pass close by shortly before entering orbit for its two-year, primary mission studying the Jovian system. Although no images were taken during the close flyby on 7 December 1995, the encounter did yield significant results, such as the discovery of a large iron core, similar to that found in the rocky planets of the inner Solar System.
Despite the lack of close-up imaging and mechanical problems that greatly restricted the amount of data returned, several significant discoveries were made during Galileo's primary mission. Galileo observed the effects of a major eruption at Pillan Patera and confirmed that volcanic eruptions are composed of silicate magmas with magnesium-rich mafic and ultramafic compositions. Distant imaging of Io was acquired for almost every orbit during the primary mission, revealing large numbers of active volcanoes (both thermal emission from cooling magma on the surface and volcanic plumes), numerous mountains with widely varying morphologies, and several surface changes that had taken place both between the Voyager and Galileo eras and between Galileo orbits.
The Galileo mission was twice extended, in 1997 and 2000. During these extended missions, the probe flew by Io three times in late 1999 and early 2000 and three times in late 2001 and early 2002. Observations during these encounters revealed the geologic processes occurring at Io's volcanoes and mountains, excluded the presence of a magnetic field, and demonstrated the extent of volcanic activity.
### Cassini
In December 2000, the Cassini spacecraft had a distant and brief encounter with the Jovian system en route to Saturn, allowing for joint observations with Galileo. These observations revealed a new plume at Tvashtar Paterae and provided insights into Io's aurorae.
### New Horizons
The New Horizons spacecraft, en route to Pluto and the Kuiper belt, flew by the Jovian system and Io on 28 February 2007. During the encounter, numerous distant observations of Io were obtained. These included images of a large plume at Tvashtar, providing the first detailed observations of the largest class of Ionian volcanic plume since observations of Pele's plume in 1979. New Horizons also captured images of a volcano near Girru Patera in the early stages of an eruption, and several volcanic eruptions that have occurred since Galileo.
### Juno
The Juno spacecraft was launched in 2011 and entered orbit around Jupiter on July 5, 2016. Juno's mission is primarily focused on improving our understanding of Jupiter's interior, magnetic field, aurorae, and polar atmosphere. Juno's 54-day orbit is highly inclined and highly eccentric in order to better characterize Jupiter's polar regions and to limit its exposure to the planet's harsh inner radiation belts, limiting close encounters with Jupiter's moons. During its primary mission, which lasted through June 2021, Juno's closest approach to Io occurred during Perijove 25 on February 17, 2020, at a distance of 195,000 kilometers, acquiring near-infrared spectrometry with JIRAM while Io was in Jupiter's shadow. In January 2021, NASA officially extended the Juno mission through September 2025. While Juno's highly inclined orbit keeps the spacecraft out of the orbital planes of Io and the other major moons of Jupiter, its orbit has been precessing so that its close approach point to Jupiter is at increasing latitudes and the ascending node of its orbit is getting closer to Jupiter with each orbit. This orbital evolution will allow Juno to perform a series of close encounters with the Galilean satellites during the extended mission. Two close encounters with Io are planned for Juno's extended mission on December 30, 2023, and February 3, 2024, both with altitudes of 1,500 kilometers. Nine additional encounters with altitudes between 11,500 and 94,000 kilometers are also planned between July 2022 and May 2025. The primary goal of these encounters will be to improve our understanding of Io's gravity field using doppler tracking and to image Io's surface to look for surface changes since Io was last seen up-close in 2007.
During several orbits, Juno has observed Io from a distance using JunoCAM, a wide-angle, visible-light camera, to look for volcanic plumes and JIRAM, a near-infrared spectrometer and imager, to monitor thermal emission from Io's volcanoes. JIRAM near-infrared spectroscopy has so far allowed for the coarse mapping of sulfur dioxide frost across Io's surface as well as mapping minor surface components weakly absorbing sunlight at 2.1 and 2.65 μm.
### Future missions
There are two forthcoming missions planned for the Jovian system. The Jupiter Icy Moon Explorer (JUICE) is a planned European Space Agency mission to the Jovian system that is intended to end up in Ganymede orbit. JUICE launched in April 2023, with arrival at Jupiter planned for July 2031. JUICE will not fly by Io, but it will use its instruments, such as a narrow-angle camera, to monitor Io's volcanic activity and measure its surface composition during the two-year Jupiter-tour phase of the mission prior to Ganymede orbit insertion. Europa Clipper is a planned NASA mission to the Jovian system focused on Jupiter's moon Europa. Like JUICE, Europa Clipper will not perform any flybys of Io, but distant volcano monitoring is likely. Europa Clipper has a planned launch in 2024 with an arrival at Jupiter in 2030.
The Io Volcano Observer (IVO) was a proposal to NASA for a low-cost, Discovery-class mission selected for a Phase A study along with three other missions in 2020. IVO would launch in January 2029 and perform ten flybys of Io while in orbit around Jupiter beginning in the early 2030s. However, the Venus missions DAVINCI+ and VERITAS were selected in favor of those.
## Orbit and rotation
Io orbits Jupiter at a distance of 421,700 km (262,000 mi) from Jupiter's center and 350,000 km (217,000 mi) from its cloudtops. It is the innermost of the Galilean satellites of Jupiter, its orbit lying between those of Thebe and Europa. Including Jupiter's inner satellites, Io is the fifth moon out from Jupiter. It takes Io about 42.5 hours (1.77 days) to complete one orbit around Jupiter (fast enough for its motion to be observed over a single night of observation). Io is in a 2:1 mean-motion orbital resonance with Europa and a 4:1 mean-motion orbital resonance with Ganymede, completing two orbits of Jupiter for every one orbit completed by Europa, and four orbits for every one completed by Ganymede. This resonance helps maintain Io's orbital eccentricity (0.0041), which in turn provides the primary heating source for its geologic activity. Without this forced eccentricity, Io's orbit would circularize through tidal dissipation, leading to a less geologically active world.
Like the other Galilean satellites and the Moon, Io rotates synchronously with its orbital period, keeping one face nearly pointed toward Jupiter. This synchrony provides the definition for Io's longitude system. Io's prime meridian intersects the equator at the sub-Jovian point. The side of Io that always faces Jupiter is known as the subjovian hemisphere, whereas the side that always faces away is known as the antijovian hemisphere. The side of Io that always faces in the direction that Io travels in its orbit is known as the leading hemisphere, whereas the side that always faces in the opposite direction is known as the trailing hemisphere.
From the surface of Io, Jupiter would subtend an arc of 19.5°, making Jupiter appear 39 times the apparent diameter of Earth's Moon.
## Interaction with Jupiter's magnetosphere
Io plays a significant role in shaping Jupiter's magnetic field, acting as an electric generator that can develop 400,000 volts across itself and create an electric current of 3 million amperes, releasing ions that give Jupiter a magnetic field inflated to more than twice the size it would otherwise have. The magnetosphere of Jupiter sweeps up gases and dust from Io's thin atmosphere at a rate of 1 tonne per second. This material is mostly composed of ionized and atomic sulfur, oxygen and chlorine; atomic sodium and potassium; molecular sulfur dioxide and sulfur; and sodium chloride dust. These materials originate from Io's volcanic activity, with the material that escapes to Jupiter's magnetic field and into interplanetary space coming directly from Io's atmosphere. These materials, depending on their ionized state and composition, end up in various neutral (non-ionized) clouds and radiation belts in Jupiter's magnetosphere and, in some cases, are eventually ejected from the Jovian system.
Surrounding Io (at a distance of up to six Io radii from its surface) is a cloud of neutral sulfur, oxygen, sodium, and potassium atoms. These particles originate in Io's upper atmosphere and are excited by collisions with ions in the plasma torus (discussed below) and by other processes into filling Io's Hill sphere, which is the region where Io's gravity is dominant over Jupiter's. Some of this material escapes Io's gravitational pull and goes into orbit around Jupiter. Over a 20-hour period, these particles spread out from Io to form a banana-shaped, neutral cloud that can reach as far as six Jovian radii from Io, either inside Io's orbit and ahead of it or outside Io's orbit and behind it. The collision process that excites these particles also occasionally provides sodium ions in the plasma torus with an electron, removing those new "fast" neutrals from the torus. These particles retain their velocity (70 km/s, compared to the 17 km/s orbital velocity at Io), and are thus ejected in jets leading away from Io.
Io orbits within a belt of intense radiation known as the Io plasma torus. The plasma in this doughnut-shaped ring of ionized sulfur, oxygen, sodium, and chlorine originates when neutral atoms in the "cloud" surrounding Io are ionized and carried along by the Jovian magnetosphere. Unlike the particles in the neutral cloud, these particles co-rotate with Jupiter's magnetosphere, revolving around Jupiter at 74 km/s. Like the rest of Jupiter's magnetic field, the plasma torus is tilted with respect to Jupiter's equator (and Io's orbital plane), so that Io is at times below and at other times above the core of the plasma torus. As noted above, these ions' higher velocity and energy levels are partly responsible for the removal of neutral atoms and molecules from Io's atmosphere and more extended neutral cloud. The torus is composed of three sections: an outer, "warm" torus that resides just outside Io's orbit; a vertically extended region known as the "ribbon", composed of the neutral source region and cooling plasma, located at around Io's distance from Jupiter; and an inner, "cold" torus, composed of particles that are slowly spiraling in toward Jupiter. After residing an average of 40 days in the torus, particles in the "warm" torus escape and are partially responsible for Jupiter's unusually large magnetosphere, their outward pressure inflating it from within. Particles from Io, detected as variations in magnetospheric plasma, have been detected far into the long magnetotail by New Horizons. To study similar variations within the plasma torus, researchers measure the ultraviolet light it emits. Although such variations have not been definitively linked to variations in Io's volcanic activity (the ultimate source for material in the plasma torus), this link has been established in the neutral sodium cloud.
During an encounter with Jupiter in 1992, the Ulysses spacecraft detected a stream of dust-sized particles being ejected from the Jovian system. The dust in these discrete streams travels away from Jupiter at speeds upwards of several hundred kilometres per second, has an average particle size of 10 μm, and consists primarily of sodium chloride. Dust measurements by Galileo showed that these dust streams originate from Io, but exactly how these form, whether from Io's volcanic activity or material removed from the surface, is unknown.
Jupiter's magnetic field, which Io crosses, couples Io's atmosphere and neutral cloud to Jupiter's polar upper atmosphere by generating an electric current known as the Io flux tube. This current produces an auroral glow in Jupiter's polar regions known as the Io footprint, as well as aurorae in Io's atmosphere. Particles from this auroral interaction darken the Jovian polar regions at visible wavelengths. The location of Io and its auroral footprint with respect to Earth and Jupiter has a strong influence on Jovian radio emissions from our vantage point: when Io is visible, radio signals from Jupiter increase considerably. The Juno mission, currently in orbit around Jupiter, should help to shed light on these processes. The Jovian magnetic field lines that do get past Io's ionosphere also induce an electric current, which in turn creates an induced magnetic field within Io's interior. Io's induced magnetic field is thought to be generated within a partially molten, silicate magma ocean 50 kilometers beneath Io's surface. Similar induced fields were found at the other Galilean satellites by Galileo, possibly generated within liquid water oceans in the interiors of those moons.
## Geology
Io is slightly larger than Earth's Moon. It has a mean radius of 1,821.3 km (1,131.7 mi) (about 5% greater than the Moon's) and a mass of 8.9319×10<sup>22</sup> kg (about 21% greater than the Moon's). It is a slight ellipsoid in shape, with its longest axis directed toward Jupiter. Among the Galilean satellites, in both mass and volume, Io ranks behind Ganymede and Callisto but ahead of Europa.
### Interior
Composed primarily of silicate rock and iron, Io and Europa are closer in bulk composition to the terrestrial planets than to other satellites in the outer Solar System, which are mostly composed of a mix of water ice and silicates. Io has a density of 3.5275 g/cm<sup>3</sup>, the highest of any regular moon in the Solar System; significantly higher than the other Galilean satellites (Ganymede and Callisto in particular, whose densities are around 1.9 g/cm<sup>3</sup>) and slightly higher (\~5.5%) than the Moon's 3.344 g/cm<sup>3</sup> and Europa's 2.989 g/cm<sup>3</sup>. Models based on the Voyager and Galileo measurements of Io's mass, radius, and quadrupole gravitational coefficients (numerical values related to how mass is distributed within an object) suggest that its interior is differentiated between a silicate-rich crust and mantle and an iron- or iron-sulfide-rich core. Io's metallic core makes up approximately 20% of its mass. Depending on the amount of sulfur in the core, the core has a radius between 350 and 650 km (220–400 mi) if it is composed almost entirely of iron, or between 550 and 900 km (340–560 mi) for a core consisting of a mix of iron and sulfur. Galileo's magnetometer failed to detect an internal, intrinsic magnetic field at Io, suggesting that the core is not convecting.
Modeling of Io's interior composition suggests that the mantle is composed of at least 75% of the magnesium-rich mineral forsterite, and has a bulk composition similar to that of L-chondrite and LL-chondrite meteorites, with higher iron content (compared to silicon) than the Moon or Earth, but lower than Mars. To support the heat flow observed on Io, 10–20% of Io's mantle may be molten, though regions where high-temperature volcanism has been observed may have higher melt fractions. However, re-analysis of Galileo magnetometer data in 2009 revealed the presence of an induced magnetic field at Io, requiring a magma ocean 50 km (31 mi) below the surface. Further analysis published in 2011 provided direct evidence of such an ocean. This layer is estimated to be 50 km thick and to make up about 10% of Io's mantle. It is estimated that the temperature in the magma ocean reaches 1,200 °C. It is not known if the 10–20% partial melting percentage for Io's mantle is consistent with the requirement for a significant amount of molten silicates in this possible magma ocean. The lithosphere of Io, composed of basalt and sulfur deposited by Io's extensive volcanism, is at least 12 km (7.5 mi) thick, and likely less than 40 km (25 mi) thick.
### Tidal heating
Unlike Earth and the Moon, Io's main source of internal heat comes from tidal dissipation rather than radioactive isotope decay, the result of Io's orbital resonance with Europa and Ganymede. Such heating is dependent on Io's distance from Jupiter, its orbital eccentricity, the composition of its interior, and its physical state. Its Laplace resonance with Europa and Ganymede maintains Io's eccentricity and prevents tidal dissipation within Io from circularizing its orbit. The resonant orbit also helps to maintain Io's distance from Jupiter; otherwise tides raised on Jupiter would cause Io to slowly spiral outward from its parent planet. The tidal forces experienced by Io are about 20,000 times stronger than the tidal forces Earth experiences due to the Moon, and the vertical differences in its tidal bulge, between the times Io is at periapsis and apoapsis in its orbit, could be as much as 100 m (330 ft). The friction or tidal dissipation produced in Io's interior due to this varying tidal pull, which, without the resonant orbit, would have gone into circularizing Io's orbit instead, creates significant tidal heating within Io's interior, melting a significant amount of Io's mantle and core. The amount of energy produced is up to 200 times greater than that produced solely from radioactive decay. This heat is released in the form of volcanic activity, generating its observed high heat flow (global total: 0.6 to 1.6×10<sup>14</sup> W). Models of its orbit suggest that the amount of tidal heating within Io changes with time; however, the current amount of tidal dissipation is consistent with the observed heat flow. Models of tidal heating and convection have not found consistent planetary viscosity profiles that simultaneously match tidal energy dissipation and mantle convection of heat to the surface.
Although there is general agreement that the origin of the heat as manifested in Io's many volcanoes is tidal heating from the pull of gravity from Jupiter and its moon Europa, the volcanoes are not in the positions predicted with tidal heating. They are shifted 30 to 60 degrees to the east. A study published by Tyler et al. (2015) suggests that this eastern shift may be caused by an ocean of molten rock under the surface. The movement of this magma would generate extra heat through friction due to its viscosity. The study's authors believe that this subsurface ocean is a mixture of molten and solid rock.
Other moons in the Solar System are also tidally heated, and they too may generate additional heat through the friction of subsurface magma or water oceans. This ability to generate heat in a subsurface ocean increases the chance of life on bodies like Europa and Enceladus.
### Surface
Based on their experience with the ancient surfaces of the Moon, Mars, and Mercury, scientists expected to see numerous impact craters in Voyager 1's first images of Io. The density of impact craters across Io's surface would have given clues to Io's age. However, they were surprised to discover that the surface was almost completely lacking in impact craters, but was instead covered in smooth plains dotted with tall mountains, pits of various shapes and sizes, and volcanic lava flows. Compared to most worlds observed to that point, Io's surface was covered in a variety of colorful materials (leading Io to be compared to a rotten orange or to pizza) from various sulfurous compounds. The lack of impact craters indicated that Io's surface is geologically young, like the terrestrial surface; volcanic materials continuously bury craters as they are produced. This result was spectacularly confirmed as at least nine active volcanoes were observed by Voyager 1.
#### Surface composition
Io's colorful appearance is the result of materials deposited by its extensive volcanism, including silicates (such as orthopyroxene), sulfur, and sulfur dioxide. Sulfur dioxide frost is ubiquitous across the surface of Io, forming large regions covered in white or grey materials. Sulfur is also seen in many places across Io, forming yellow to yellow-green regions. Sulfur deposited in the mid-latitude and polar regions is often damaged by radiation, breaking up the normally stable cyclic 8-chain sulfur. This radiation damage produces Io's red-brown polar regions.
Explosive volcanism, often taking the form of umbrella-shaped plumes, paints the surface with sulfurous and silicate materials. Plume deposits on Io are often colored red or white depending on the amount of sulfur and sulfur dioxide in the plume. Generally, plumes formed at volcanic vents from degassing lava contain a greater amount of S<sub>2</sub>, producing a red "fan" deposit, or in extreme cases, large (often reaching beyond 450 km or 280 mi from the central vent) red rings. A prominent example of a red-ring plume deposit is located at Pele. These red deposits consist primarily of sulfur (generally 3- and 4-chain molecular sulfur), sulfur dioxide, and perhaps sulfuryl chloride. Plumes formed at the margins of silicate lava flows (through the interaction of lava and pre-existing deposits of sulfur and sulfur dioxide) produce white or gray deposits.
Compositional mapping and Io's high density suggest that Io contains little to no water, though small pockets of water ice or hydrated minerals have been tentatively identified, most notably on the northwest flank of the mountain Gish Bar Mons. Io has the least amount of water of any known body in the Solar System. This lack of water is likely due to Jupiter being hot enough early in the evolution of the Solar System to drive off volatile materials like water in the vicinity of Io, but not hot enough to do so farther out.
#### Volcanism
The tidal heating produced by Io's forced orbital eccentricity has made it the most volcanically active world in the Solar System, with hundreds of volcanic centres and extensive lava flows. During a major eruption, lava flows tens or even hundreds of kilometres long can be produced, consisting mostly of basalt silicate lavas with either mafic or ultramafic (magnesium-rich) compositions. As a by-product of this activity, sulfur, sulfur dioxide gas and silicate pyroclastic material (like ash) are blown up to 200 km (120 mi) into space, producing large, umbrella-shaped plumes, painting the surrounding terrain in red, black, and white, and providing material for Io's patchy atmosphere and Jupiter's extensive magnetosphere.
Io's surface is dotted with volcanic depressions known as paterae which generally have flat floors bounded by steep walls. These features resemble terrestrial calderas, but it is unknown if they are produced through collapse over an emptied lava chamber like their terrestrial cousins. One hypothesis suggests that these features are produced through the exhumation of volcanic sills, and the overlying material is either blasted out or integrated into the sill. Examples of paterae in various stages of exhumation have been mapped using Galileo images of the Chaac-Camaxtli region. Unlike similar features on Earth and Mars, these depressions generally do not lie at the peak of shield volcanoes and are normally larger, with an average diameter of 41 km (25 mi), the largest being Loki Patera at 202 km (126 mi). Loki is also consistently the strongest volcano on Io, contributing on average 25% of Io's global heat output. Whatever the formation mechanism, the morphology and distribution of many paterae suggest that these features are structurally controlled, with at least half bounded by faults or mountains. These features are often the site of volcanic eruptions, either from lava flows spreading across the floors of the paterae, as at an eruption at Gish Bar Patera in 2001, or in the form of a lava lake. Lava lakes on Io either have a continuously overturning lava crust, such as at Pele, or an episodically overturning crust, such as at Loki.
Lava flows represent another major volcanic terrain on Io. Magma erupts onto the surface from vents on the floor of paterae or on the plains from fissures, producing inflated, compound lava flows similar to those seen at Kilauea in Hawaii. Images from the Galileo spacecraft revealed that many of Io's major lava flows, like those at Prometheus and Amirani, are produced by the build-up of small breakouts of lava flows on top of older flows. Larger outbreaks of lava have also been observed on Io. For example, the leading edge of the Prometheus flow moved 75 to 95 km (47 to 59 mi) between Voyager in 1979 and the first Galileo observations in 1996. A major eruption in 1997 produced more than 3,500 km<sup>2</sup> (1,400 sq mi) of fresh lava and flooded the floor of the adjacent Pillan Patera.
Analysis of the Voyager images led scientists to believe that these flows were composed mostly of various compounds of molten sulfur. However, subsequent Earth-based infrared studies and measurements from the Galileo spacecraft indicate that these flows are composed of basaltic lava with mafic to ultramafic compositions. This hypothesis is based on temperature measurements of Io's "hotspots", or thermal-emission locations, which suggest temperatures of at least 1,300 K and some as high as 1,600 K. Initial estimates suggesting eruption temperatures approaching 2,000 K have since proven to be overestimates because the wrong thermal models were used to model the temperatures.
The discovery of plumes at the volcanoes Pele and Loki were the first sign that Io is geologically active. Generally, these plumes are formed when volatiles like sulfur and sulfur dioxide are ejected skyward from Io's volcanoes at speeds reaching 1 km/s (0.62 mi/s), creating umbrella-shaped clouds of gas and dust. Additional material that might be found in these volcanic plumes include sodium, potassium, and chlorine. These plumes appear to be formed in one of two ways. Io's largest plumes, such as those emitted by Pele, are created when dissolved sulfur and sulfur dioxide gas are released from erupting magma at volcanic vents or lava lakes, often dragging silicate pyroclastic material with them. These plumes form red (from the short-chain sulfur) and black (from the silicate pyroclastics) deposits on the surface. Plumes formed in this manner are among the largest observed at Io, forming red rings more than 1,000 km (620 mi) in diameter. Examples of this plume type include Pele, Tvashtar, and Dazhbog. Another type of plume is produced when encroaching lava flows vaporize underlying sulfur dioxide frost, sending the sulfur skyward. This type of plume often forms bright circular deposits consisting of sulfur dioxide. These plumes are often less than 100 km (62 mi) tall, and are among the most long-lived plumes on Io. Examples include Prometheus, Amirani, and Masubi. The erupted sulfurous compounds are concentrated in the upper crust from a decrease in sulfur solubility at greater depths in Io's lithosphere and can be a determinant for the eruption style of a hot spot.
#### Mountains
Io has 100 to 150 mountains. These structures average 6 km (3.7 mi) in height and reach a maximum of 17.5 ± 1.5 km (10.9 ± 0.9 mi) at South Boösaule Montes. Mountains often appear as large (the average mountain is 157 km or 98 mi long), isolated structures with no apparent global tectonic patterns outlined, in contrast to the case on Earth. To support the tremendous topography observed at these mountains requires compositions consisting mostly of silicate rock, as opposed to sulfur.
Despite the extensive volcanism that gives Io its distinctive appearance, nearly all its mountains are tectonic structures, and are not produced by volcanoes. Instead, most Ionian mountains form as the result of compressive stresses on the base of the lithosphere, which uplift and often tilt chunks of Io's crust through thrust faulting. The compressive stresses leading to mountain formation are the result of subsidence from the continuous burial of volcanic materials. The global distribution of mountains appears to be opposite that of volcanic structures; mountains dominate areas with fewer volcanoes and vice versa. This suggests large-scale regions in Io's lithosphere where compression (supportive of mountain formation) and extension (supportive of patera formation) dominate. Locally, however, mountains and paterae often abut one another, suggesting that magma often exploits faults formed during mountain formation to reach the surface.
Mountains on Io (generally, structures rising above the surrounding plains) have a variety of morphologies. Plateaus are most common. These structures resemble large, flat-topped mesas with rugged surfaces. Other mountains appear to be tilted crustal blocks, with a shallow slope from the formerly flat surface and a steep slope consisting of formerly sub-surface materials uplifted by compressive stresses. Both types of mountains often have steep scarps along one or more margins. Only a handful of mountains on Io appear to have a volcanic origin. These mountains resemble small shield volcanoes, with steep slopes (6–7°) near a small, central caldera and shallow slopes along their margins. These volcanic mountains are often smaller than the average mountain on Io, averaging only 1 to 2 km (0.6 to 1.2 mi) in height and 40 to 60 km (25 to 37 mi) wide. Other shield volcanoes with much shallower slopes are inferred from the morphology of several of Io's volcanoes, where thin flows radiate out from a central patera, such as at Ra Patera.
Nearly all mountains appear to be in some stage of degradation. Large landslide deposits are common at the base of Ionian mountains, suggesting that mass wasting is the primary form of degradation. Scalloped margins are common among Io's mesas and plateaus, the result of sulfur dioxide sapping from Io's crust, producing zones of weakness along mountain margins.
## Atmosphere
Io has an extremely thin atmosphere consisting mainly of sulfur dioxide (SO
<sub>2</sub>), with minor constituents including sulfur monoxide (SO), sodium chloride (NaCl), and atomic sulfur and oxygen. The atmosphere has significant variations in density and temperature with time of day, latitude, volcanic activity, and surface frost abundance. The maximum atmospheric pressure on Io ranges from 3.3 to 3 pascals (Pa) or 0.3 to 3 nbar, spatially seen on Io's anti-Jupiter hemisphere and along the equator, and temporally in the early afternoon when the temperature of surface frost peaks. Localized peaks at volcanic plumes have also been seen, with pressures of 5 to 40 Pa (5 to 40 nbar). Io's atmospheric pressure is lowest on Io's night side, where the pressure dips to 0.1 to 1 Pa (0.0001 to 0.001 nbar). Io's atmospheric temperature ranges from the temperature of the surface at low altitudes, where sulfur dioxide is in vapor pressure equilibrium with frost on the surface, to 1,800 K at higher altitudes where the lower atmospheric density permits heating from plasma in the Io plasma torus and from Joule heating from the Io flux tube. The low pressure limits the atmosphere's effect on the surface, except for temporarily redistributing sulfur dioxide from frost-rich to frost-poor areas, and to expand the size of plume deposit rings when plume material re-enters the thicker dayside atmosphere. The thin Ionian atmosphere also means any future landing probes sent to investigate Io will not need to be encased in an aeroshell-style heatshield, but instead require retrothrusters for a soft landing. The thin atmosphere also necessitates a rugged lander capable of enduring the strong Jovian radiation, which a thicker atmosphere would attenuate.
Gas in Io's atmosphere is stripped by Jupiter's magnetosphere, escaping to either the neutral cloud that surrounds Io, or the Io plasma torus, a ring of ionized particles that shares Io's orbit but co-rotates with the magnetosphere of Jupiter. Approximately one ton of material is removed from the atmosphere every second through this process so that it must be constantly replenished. The most dramatic source of SO
<sub>2</sub> are volcanic plumes, which pump 10<sup>4</sup> kg of sulfur dioxide per second into Io's atmosphere on average, though most of this condenses back onto the surface. Much of the sulfur dioxide in Io's atmosphere is sustained by sunlight-driven sublimation of SO
<sub>2</sub> frozen on the surface. The day-side atmosphere is largely confined to within 40° of the equator, where the surface is warmest and most active volcanic plumes reside. A sublimation-driven atmosphere is also consistent with observations that Io's atmosphere is densest over the anti-Jupiter hemisphere, where SO
<sub>2</sub> frost is most abundant, and is densest when Io is closer to the Sun. However, some contributions from volcanic plumes are required as the highest observed densities have been seen near volcanic vents. Because the density of sulfur dioxide in the atmosphere is tied directly to surface temperature, Io's atmosphere partially collapses at night, or when Io is in the shadow of Jupiter (with an \~80% drop in column density). The collapse during eclipse is limited somewhat by the formation of a diffusion layer of sulfur monoxide in the lowest portion of the atmosphere, but the atmosphere pressure of Io's nightside atmosphere is two to four orders of magnitude less than at its peak just past noon. The minor constituents of Io's atmosphere, such as NaCl, SO, O, and S derive either from: direct volcanic outgassing; photodissociation, or chemical breakdown caused by solar ultraviolet radiation, from SO
<sub>2</sub>; or the sputtering of surface deposits by charged particles from Jupiter's magnetosphere.
Various researchers have proposed that the atmosphere of Io freezes onto the surface when it passes into the shadow of Jupiter. Evidence for this is a "post-eclipse brightening", where the moon sometimes appears a bit brighter as if covered with frost immediately after eclipse. After about 15 minutes the brightness returns to normal, presumably because the frost has disappeared through sublimation. Besides being seen through ground-based telescopes, post-eclipse brightening was found in near-infrared wavelengths using an instrument aboard the Cassini spacecraft. Further support for this idea came in 2013 when the Gemini Observatory was used to directly measure the collapse of Io's SO<sub>2</sub> atmosphere during, and its reformation after, eclipse with Jupiter.
High-resolution images of Io acquired when Io is experiencing an eclipse reveal an aurora-like glow. As on Earth, this is due to particle radiation hitting the atmosphere, though in this case the charged particles come from Jupiter's magnetic field rather than the solar wind. Aurorae usually occur near the magnetic poles of planets, but Io's are brightest near its equator. Io lacks an intrinsic magnetic field of its own; therefore, electrons traveling along Jupiter's magnetic field near Io directly impact Io's atmosphere. More electrons collide with its atmosphere, producing the brightest aurora, where the field lines are tangent to Io (i.e. near the equator), because the column of gas they pass through is longest there. Aurorae associated with these tangent points on Io are observed to rock with the changing orientation of Jupiter's tilted magnetic dipole. Fainter aurora from oxygen atoms along the limb of Io (the red glows in the image at right), and sodium atoms on Io's night-side (the green glows in the same image) have also been observed.
## See also
- Exploration of Io
- Jupiter
- Jupiter's moons in fiction
- List of natural satellites
- Planetary geology |
71,118,984 | Made You Look (Meghan Trainor song) | 1,172,275,260 | null | [
"2022 singles",
"2022 songs",
"Body image in popular culture",
"Doo-wop songs",
"Epic Records singles",
"Meghan Trainor songs",
"Number-one singles in Poland"
]
| "Made You Look" is a song by American singer-songwriter Meghan Trainor from her fifth major-label studio album, Takin' It Back (2022). Trainor wrote it with songwriter Sean Douglas and its producer, Federico Vindver. Epic Records released it as the album's second single on October 31, 2022. A doo-wop song that recalls earlier styles of popular music, it was inspired by Trainor's insecurities about body image and encourages listeners to embrace their natural beauty and confidence.
Music critics commented on the flirtatious composition of "Made You Look" and compared it to Trainor's past songs. An online dance challenge set to the song became a trend on video-sharing service TikTok in 2022. In the United States, it peaked at number 11 on the Billboard Hot 100, becoming Trainor's first top-20 single since "Me Too" (2016). The song reached the top 10 in Australia, Belgium, Canada, Ireland, New Zealand, Norway, Singapore, the United Kingdom, and Vietnam. Its music video, which premiered on Candy Crush Saga in October 2022, features bright colors and cameos by social media influencers. Trainor performed the song on television shows such as The Today Show, The Tonight Show Starring Jimmy Fallon, and The Drew Barrymore Show.
## Background and release
Meghan Trainor achieved commercial success with her debut major-label studio album, Title (2015), which produced three top-10 singles on the US Billboard Hot 100. She struggled while creating her third album on a label, Treat Myself (2020), rewriting it four times in an attempt to respond to market shifts in the music industry after the preceding singles underperformed. After the song "Title" attained viral popularity on video-sharing service TikTok in 2021, Trainor announced her intention to pivot to its doo-wop sound on her fifth major-label studio album. She stated that the elevated emotions and strength from her pregnancy helped her build trust in her songwriting instincts. TikTok was highly influential on Trainor's creative process for the album, and she began writing material that would resonate with audiences on it. She gained popularity on the platform while regularly sharing clips and other content with influencer Chris Olsen. Trainor released the single "Bad for Me" in June 2022.
Trainor wrote "Made You Look" alongside songwriter Sean Douglas and its producer, Federico Vindver. As part of an exercise, her therapist asked her to look at herself naked for five minutes. This, along with her body image insecurities after pregnancy, inspired the song. Trainor came up with the lines "I'll make you double take / Soon as I walk away / Call up your chiropractor just in case your neck break", as a reference to how her husband, Daryl Sabara, bends his neck to look at her when she leaves a room. Other lyrics were inspired by the things he does to treat her well. Wanting to create another "self-confident banger that [she] always do[es] on [her] albums", Trainor studied the relatability of her song "All About That Bass" (2014) while writing the track.
"Made You Look" was serviced to hot adult contemporary radio stations in the United States, as the second single from Takin' It Back (2022), on October 31, 2022. The song was sent for radio airplay in Italy on November 18, 2022. On December 9, 2022, its a cappella version, featuring guest vocals from Olsen, Scott Hoying, and influencers Elyse Myers and Sri, was released alongside an accompanying music video. "Made You Look" was supported by a Joel Corry remix on December 31, 2022, and its instrumental and sped-up versions in January 2023. On January 27, the song's remix version featuring Kim Petras was released and serviced for radio airplay in Italy. Petras added new ad libs and high notes during her verse on it. She recorded her vocals in Trainor's home studio, and recalled the experience: "I had 'Made You Look' stuck in my head for months, [...] then when I got asked to jump on it, I was really, really excited. I've never worked with an artist who wanted to track me and comp my vocals and do it all together."
## Composition and lyrics
"Made You Look" is two minutes and 14 seconds long. Vindver produced, programmed, and engineered the song. He plays the keyboards and percussion, Jesse McGinty plays the baritone saxophone and trombone, and Mike Cordone plays the trumpet. Jeremie Inhaber mixed the song, and Randy Merrill mastered it at Sterling Sound in New York City.
Musically, "Made You Look" is a doo-wop song, which recalls earlier styles of popular music. Vindver incorporated horns into the song's instrumentation to achieve the style. Along with layered harmonies, it prominently features the bass and brass instruments, which Riff's Piper Westrom thought are reminiscent of the sound of Title. "Made You Look" has a call and response hook; Peter Piatkowski of PopMatters described it as a "spiritual sequel" to "All About That Bass" due to their shared "pouty, surly delivery and the girl group arrangement".
The lyrics of "Made You Look" discuss the theme of self-love; Trainor encourages her female listeners to champion their natural beauty and confidence. She namechecks high-end luxury fashion houses, including Gucci and Louis Vuitton, and insists she looks better donning just her hoodie and "hotter when [her] morning hair's a mess". Trainor declares that onlookers would find her walk jaw-dropping and become obsessed with her once they "get a taste"; she also uses the slang term "14-karat cake" to refer to her backside.
## Critical reception
Music critics compared "Made You Look" to Trainor's past songs. Writing for Far Out, Tyler Golsen believed it achieved the right balance between nostalgia for her early music and older pop music in general. Although he refused to call "Made You Look" a good song and stated he probably would not listen to it again, he thought it was "certainly [...] a Meghan Trainor song" and praised her branding efforts. AllMusic's Stephen Thomas Erlewine cited the song's inclusion of fashion house names as an example of moments on Takin' It Back where her devotion to bringing back Title's spirit means "that the attitude and melody can occasionally seem preserved in amber". Rolling Stone placed it at number 69 on their list of 2022's best songs, and Tomás Mier positively compared it to Trainor's previous work and praised the "unforgettable lyrics and catchy production".
The flirtatious approach of "Made You Look" was discussed by critics. Martina Inchingolo of the Associated Press thought Trainor sounded "loud[er] and sexier" on the song. Writing for Renowned for Sound, Max Akass believed she displayed a "cheeky, flirty attitude" on it, which made for uncomplicated but efficacious pop music. Mier wrote that Petras delivered a "welcome sexy verse" on her remix of "Made You Look".
## Commercial performance
"Made You Look" was Trainor's highest-charting single in years, which some media outlets referred to as a "comeback" for her. The song debuted at number 95 on the US Billboard Hot 100 issued for November 5, 2022. It earned 9.3 millions streams in its second tracking week and entered the Streaming Songs chart at number 49, Trainor's first entry since "Me Too" (2016). It peaked at number 11 on the Billboard Hot 100, and became her first song to enter its top 40 also since "Me Too". "Made You Look" was Trainor's first number-one on the Adult Top 40 chart since "Like I'm Gonna Lose You" (2015). In Canada, "Made You Look" reached number seven on the Canadian Hot 100. The song charted at number two on the UK Singles Chart, and became her first top-10 single since "Marvin Gaye" (2015). It received a Platinum certification in the United Kingdom from the British Phonographic Industry.
In Australia, "Made You Look" peaked at number three and was certified 3× Platinum by the Australian Recording Industry Association. The song reached number two in New Zealand and earned a Platinum certification from Recorded Music NZ. It became Trainor's first top-10 single on the Billboard Global 200, charting at number six. Elsewhere, "Made You Look" peaked within the top 10, at number two in Singapore, number three in Belgium, Iceland, and Ireland, number five in Vietnam, number six in Latvia, number seven in Norway, and number eight in Malaysia. The song also charted at number 11 in Hungary, number 13 in Croatia and the Netherlands, number 15 in Paraguay, number 16 in Austria, and number 19 in Switzerland. It received a Platinum certification in Norway and Switzerland, and Gold in Austria, Denmark, Italy, Poland, Portugal, and Sweden.
## Music video and promotion
The music video for "Made You Look" was released on October 20, 2022, exclusive to Candy Crush Saga for 24 hours, followed by a wide release the following day. Trainor stated that she wanted to achieve a superior and more saturated version of the video for "All About That Bass" by employing vivid and ebullient colors in it. It depicts her showing outfits at a press conference, driving in a car, and dancing in a room. Cameos include TikTok influencers Hoying, JoJo Siwa, Drew Afualo, and Olsen as dancers, and Sabara as the car driver. An alternate version of the video featuring only Trainor's dance sequence was later released, titled "Made You Look (Again)".
An online dance challenge choreographed by TikTok users Brookie and Jessie set to "Made You Look" became a trend on the platform, following which around two million user-generated videos also used the song. Trainor promoted the song with appearances on several television shows. On October 21, 2022, she performed "Made You Look" live for the first time on The Today Show. Three days later, Trainor reprised the song on The Tonight Show Starring Jimmy Fallon. She sang it as a medley with "Here Comes Santa Claus" for The Wonderful World of Disney: Magical Holiday Celebration on November 27, 2022. On December 13, 2022, Trainor performed "Made You Look" on The Drew Barrymore Show. She reprised the song during the eighth season of Australian Idol on February 27, 2023.
## Credits and personnel
Credits are adapted from the liner notes of Takin' It Back.
- Federico Vindver – producer, songwriter, programming, engineering, keyboards, percussion
- Meghan Trainor – songwriter
- Sean Douglas – songwriter
- Jesse McGinty – baritone saxophone, trombone
- Mike Cordone – trumpet
- Randy Merrill – mastering
- Jeremie Inhaber – mixing
## Charts
### Weekly charts
### Monthly charts
### Year-end charts
## Certifications
## Release history |
50,693 | Mortimer Wheeler | 1,171,650,118 | British archaeologist | [
"1890 births",
"1976 deaths",
"20th-century British archaeologists",
"Academics of the UCL Institute of Archaeology",
"Alumni of the University of London",
"Archaeologists from Glasgow",
"Archaeologists of South Asia",
"BAFTA winners (people)",
"British Army brigadiers of World War II",
"British Army personnel of World War I",
"British expatriates in Pakistan",
"British television presenters",
"Companions of the Order of the Indian Empire",
"Directors General of the Archaeological Survey of India",
"Fellows of the British Academy",
"Fellows of the Royal Society (Statute 12)",
"Fellows of the Society of Antiquaries of London",
"Indian institute directors",
"Knights Bachelor",
"Members of the Cambrian Archaeological Association",
"Members of the Order of the Companions of Honour",
"Military personnel from Glasgow",
"People associated with Amgueddfa Cymru – Museum Wales",
"People associated with The Institute for Cultural Research",
"People associated with the Indus Valley civilisation",
"People educated at Bradford Grammar School",
"Presidents of the Royal Archaeological Institute",
"Presidents of the Society of Antiquaries of London",
"Recipients of the Military Cross",
"Royal Artillery officers",
"Scottish antiquarians"
]
| Sir Robert Eric Mortimer Wheeler CH CIE MC TD FRS FBA FSA (10 September 1890 – 22 July 1976) was a British archaeologist and officer in the British Army. Over the course of his career, he served as Director of both the National Museum of Wales and London Museum, Director-General of the Archaeological Survey of India, and the founder and Honorary Director of the Institute of Archaeology in London, in addition to writing twenty-four books on archaeological subjects.
Born in Glasgow to a middle-class family, Wheeler was raised largely in Yorkshire before moving to London in his teenage years. After studying classics at University College London (UCL), he began working professionally in archaeology, specialising in the Romano-British period. During World War I he volunteered for service in the Royal Artillery, being stationed on the Western Front, where he rose to the rank of major and was awarded the Military Cross. Returning to Britain, he obtained his doctorate from UCL before taking on a position at the National Museum of Wales, first as Keeper of Archaeology and then as Director, during which time he oversaw excavation at the Roman forts of Segontium, Y Gaer, and Isca Augusta with the aid of his first wife, Tessa Wheeler. Influenced by the archaeologist Augustus Pitt Rivers, Wheeler argued that excavation and the recording of stratigraphic context required an increasingly scientific and methodical approach, developing the "Wheeler method". In 1926, he was appointed Keeper of the London Museum; there, he oversaw a reorganisation of the collection, successfully lobbied for increased funding, and began lecturing at UCL.
In 1934, he established the Institute of Archaeology as part of the federal University of London, adopting the position of Honorary Director. In this period, he oversaw excavations of the Roman sites at Lydney Park and Verulamium and the Iron Age hill fort of Maiden Castle. During World War II, he re-joined the Armed Forces and rose to the rank of brigadier, serving in the North African Campaign and then the Allied invasion of Italy. In 1944 he was appointed Director-General of the Archaeological Survey of India, through which he oversaw excavations of sites at Harappa, Arikamedu, and Brahmagiri, and implemented reforms to the subcontinent's archaeological establishment. Returning to Britain in 1948, he divided his time between lecturing for the Institute of Archaeology and acting as archaeological adviser to Pakistan's government. In later life, his popular books, cruise ship lectures, and appearances on radio and television, particularly the BBC series Animal, Vegetable, Mineral?, helped to bring archaeology to a mass audience. Appointed Honorary Secretary of the British Academy, he raised large sums of money for archaeological projects, and was appointed British representative for several UNESCO projects.
Wheeler is recognised as one of the most important British archaeologists of the 20th century, responsible for successfully encouraging British public interest in the discipline and advancing methodologies of excavation and recording. Furthermore, he is widely acclaimed as a major figure in the establishment of South Asian archaeology. However, many of his specific interpretations of archaeological sites have been discredited or reinterpreted and he was often criticised for bullying colleagues and sexually harassing young women.
## Early life
### Childhood: 1890–1907
Mortimer Wheeler was born on 10 September 1890 in the city of Glasgow, Scotland. He was the first child of the journalist Robert Mortimer Wheeler and his second wife Emily Wheeler (née Baynes).
The son of a tea merchant based in Bristol, in youth Robert had considered becoming a Baptist minister, but instead became a staunch freethinker while studying at the University of Edinburgh. Initially working as a lecturer in English literature, Robert turned to journalism after his first wife died in childbirth. His second wife, Emily, shared her husband's interest in English literature, and was the niece of Thomas Spencer Baynes, a Shakespearean scholar at St. Andrews University. Their marriage was emotionally strained, a situation exacerbated by their financial insecurity. Within two years of their son's birth, the family moved to Edinburgh, where a daughter named Amy was born.
When Wheeler was four, his father was appointed chief leader writer for the Bradford Observer. The family relocated to Saltaire, a village northwest of Bradford, a cosmopolitan city in Yorkshire, northeast England, then in the midst of the wool trade boom. Wheeler was inspired by the moors surrounding Saltaire and fascinated by the area's archaeology. He later wrote about discovering a late prehistoric cup-marked stone, searching for lithics on Ilkley Moor, and digging into a barrow on Baildon Moor. Although in ill health, Emily Wheeler taught her two children with the help of a maid up to the age of seven or eight. Mortimer remained emotionally distant from his mother, instead being far closer to his father, whose company he favoured over that of other children.
His father had a keen interest in natural history and a love of fishing and shooting, rural pursuits in which he encouraged Mortimer to take part. Robert acquired many books for his son, particularly on the subject of art history, with Wheeler loving to both read and paint.
In 1899, Wheeler joined Bradford Grammar School shortly before his ninth birthday, where he proceeded straight to the second form. In 1902, Robert and Emily had a second daughter, whom they named Betty; Mortimer showed little interest in this younger sister. In 1905, Robert agreed to take over as head of the London office of his newspaper, by then renamed the Yorkshire Daily Observer, so the family relocated to the southeast of the city in December 1905, settling into a house named Carlton Lodge on South Croydon Road, West Dulwich. In 1908, they moved to 14 Rollescourt Avenue in nearby Herne Hill. Rather than being sent for a conventional education, when he was 15 Wheeler was instructed to educate himself by spending time in London, where he frequented the National Gallery and the Victoria and Albert Museum.
### University and early career: 1907–14
After passing the entrance exam on his second attempt, in 1907 Wheeler was awarded a scholarship to read classical studies at University College London (UCL), commuting daily from his parental home to the university campus in Bloomsbury, central London. At UCL, he was taught by the prominent classicist A. E. Housman. During his undergraduate studies, he became editor of the Union Magazine, for which he produced a number of illustrated cartoons. Increasingly interested in art, he decided to switch from classical studies to a course at UCL's art school, the Slade School of Fine Art; he returned to his previous subject after coming to the opinion that – in his words – he never became more than "a conventionally accomplished picture maker". This interlude had adversely affected his classical studies, and he received a second class BA on graduating.
Wheeler began studying for a Master of Arts degree in classical studies, which he attained in 1912. During this period, he also gained employment as the personal secretary of the UCL Provost Gregory Foster, although he later criticised Foster for transforming the university from "a college in the truly academic sense [into] a hypertrophied monstrosity as little like a college as a plesiosaurus is like a man". It was also at this time of life that he met and began a relationship with Tessa Verney, a student then studying history at UCL, when they were both serving on the committee of the University College Literary Society.
During his studies, Wheeler had developed his love of archaeology, having joined an excavation of Viroconium Cornoviorum, a Romano-British settlement in Wroxeter, in 1913. Considering a profession in the discipline, he won a studentship that had been established jointly by the University of London and the Society of Antiquaries in memory of Augustus Wollaston Franks. The prominent archaeologist Sir Arthur Evans doubled the amount of money that went with the studentship. Wheeler's proposed project had been to analyse Romano-Rhenish pottery, and with the grant he funded a trip to the Rhineland in Germany, there studying the Roman pottery housed in local museums; his research into this subject was never published.
At this period, there were very few jobs available within British archaeology; as the later archaeologist Stuart Piggott related, "the young Wheeler was looking for a professional job where the profession had yet to be created." In 1913 Wheeler secured a position as junior investigator for the English Royal Commission on Historical Monuments, who were embarking on a project to assess the state of all structures in the nation that pre-dated 1714. As part of this, he was first sent to Stebbing in Essex to assess Late Medieval buildings, although once that was accomplished he focused on studying the Romano-British remains of that county. In summer 1914, he married Tessa in a low-key, secular wedding ceremony, before they moved into Wheeler's parental home in Herne Hill.
### First World War: 1914–18
After the United Kingdom's entry into World War I in 1914, Wheeler volunteered for the armed forces. Although preferring solitary to group activities, Wheeler found that he greatly enjoyed soldiering, and on 9 November 1914 was commissioned a temporary second lieutenant in the University of London Officer Training Corps, serving with its artillery unit as an instructor. It was during this period, in January 1915, that a son was born to the Wheelers, and named Michael. Michael Wheeler was their only child, something that was a social anomaly at the time, although it is unknown whether or not this was by choice. In May 1915, Wheeler transferred to the 1st Lowland Brigade of the Royal Field Artillery (Territorial Force), and was confirmed in his rank on 1 July, with a promotion to temporary lieutenant from the same date. Shortly thereafter, on 16 July, Wheeler was promoted to temporary captain. In this position he was stationed at various bases across Britain, often bringing his wife and child with him; his responsibility was as a battery commander, initially of field guns and later of howitzers.
In October 1917 Wheeler was posted to the 76th Army Field Artillery Brigade, one of the Royal Field Artillery brigades under the direct control of the General Officer Commanding, Third Army. The brigade was then stationed in Belgium, where it had been engaged in the Battle of Passchendaele against German troops along the Western Front. By now a substantive lieutenant (temporary captain), on 7 October he was appointed second-in-command of an artillery battery with the acting rank of captain, but on 21 October became commander of a battery with the acting rank of major, replacing a major who had been poisoned by mustard gas. He was part of the Left Group of artillery covering the advancing Allied infantry in the battle. Throughout, he maintained correspondences with his wife, his sister Amy, and his parents. After the Allied victory in the battle, the brigade was transferred to Italy.
Wheeler and the brigade arrived in Italy on 20 November, and proceeded through the Italian Riviera to reach Caporetto, where it had been sent to bolster the Italian troops against a German and Austro-Hungarian advance. As the Russian Republic removed itself from the war, the German Army refocused its efforts on the Western Front, so in March 1918 Wheeler's brigade was ordered to leave Italy, getting a train from Castelfranco to Vieux Rouen in France. Back on the Western Front, the brigade was assigned to the 2nd Division, again part of Julian Byng's Third Army, reaching a stable area of the front in April. Here, Wheeler was engaged in artillery fire for several months, before the British went on the offensive in August. On 24 August, between the ruined villages of Achiet and Sapignies, he led an expedition that captured two German field guns while under heavy fire from a castle mound; he was later awarded the Military Cross for this action:
> For conspicuous gallantry and initiative. While making a reconnaissance he saw two enemy field guns limbered up without horses within 300 yards of the outpost line. He returned for two six-horse teams, and under heavy fire, in full view of the enemy, successfully brought back both guns to his battery position and turned them on the enemy. He did fine work.
Wheeler continued as part of the British forces pushing westward until the German surrender in November 1918, receiving a mention in dispatches on 8 November. He was not demobilised for several months, instead being stationed at Pulheim in Germany until March; during this time he wrote up his earlier research on Romano-Rhenish pottery, making use of access to local museums, before returning to London in July 1919. Reverting to his permanent rank of lieutenant on 16 September, Wheeler was finally discharged from service on 30 September 1921, retaining the rank of major.
## Career
### National Museum of Wales: 1919–26
On returning to London, Wheeler moved into a top-floor flat near Gordon Square with his wife and child. He returned to working for the Royal Commission, examining and cataloguing the historic structures of Essex. In doing so, he produced his first publication, an academic paper on Colchester's Roman Balkerne Gate which was published in the Transactions of the Essex Archaeological Society in 1920. He soon followed this with two papers in the Journal of Roman Studies; the first offered a wider analysis of Roman Colchester, while the latter outlined his discovery of the vaulting for the city's Temple of Claudius which was destroyed by Boudica's revolt. In doing so, he developed a reputation as a Roman archaeologist in Britain. He then submitted his research on Romano-Rhenish pots to the University of London, on the basis of which he was awarded his Doctorate of Letters; thenceforth until his knighthood he styled himself as Dr Wheeler. He was unsatisfied with his job in the commission, unhappy that he was receiving less pay and a lower status than he had had in the army, so began to seek alternative employment.
He obtained a post as the Keeper of Archaeology at the National Museum of Wales, a job that also entailed becoming a lecturer in archaeology at the University College of South Wales and Monmouthshire. Taking up this position, he moved to Cardiff with his family in August 1920, although he initially disliked the city. The museum was in disarray; before the war, construction had begun on a new purpose-built building to house the collections. This had ceased during the conflict and the edifice was left abandoned during Cardiff's post-war economic slump. Wheeler recognised that Wales was very divided regionally, with many Welsh people having little loyalty to Cardiff; thus, he made a point of touring the country, lecturing to local societies about archaeology. According to the later archaeologist Lydia C. Carr, the Wheelers' work for the cause of the museum was part of a wider "cultural-nationalist movement" linked to growing Welsh nationalism during this period; for instance, the Welsh nationalist party Plaid Cymru was founded in 1925.
Wheeler was impatient to start excavations, and in July 1921 started a six-week project to excavate at the Roman fort of Segontium; accompanied by his wife, he used up his holiday to oversee the project. A second season of excavation at the site followed in 1922. Greatly influenced by the writings of the archaeologist Augustus Pitt-Rivers, Wheeler emphasised the need for a strong, developed methodology when undertaking an archaeological excavation, believing in the need for strategic planning, or what he termed "controlled discovery", with clear objectives in mind for a project. Further emphasising the importance of prompt publication of research results, he wrote full seasonal reports for Archaeologia Cambrensis before publishing a full report, Segontium and the Roman Occupation of Wales. Wheeler was keen on training new generations of archaeologists, and two of the most prominent students to excavate with him at Segontium were Victor Nash-Williams and Ian Richmond.
Over the field seasons of 1924 and 1925, Wheeler ran excavations of the Roman fort of Y Gaer near Brecon, a project aided by his wife and two archaeological students, Nowell Myres and Christopher Hawkes. During this project, he was visited by the prominent Egyptologist Sir Flinders Petrie and his wife Hilda Petrie; Wheeler greatly admired Petrie's emphasis on strong archaeological methodologies. Wheeler published the results of his excavation in The Roman Fort Near Brecon. He then began excavations at Isca Augusta, a Roman site in Caerleon, where he focused on revealing the Roman amphitheatre. Intent on attracting press attention to both raise public awareness of archaeology and attract new sources of funding, he contacted the press and organised a sponsorship of the excavation by the middle-market newspaper the Daily Mail. In doing so, he emphasised the folkloric and legendary associations that the site had with King Arthur. In 1925, Oxford University Press published Wheeler's first book for a general audience, Prehistoric and Roman Wales; he later expressed the opinion that it was not a good book.
In 1924, the Director of the National Museum of Wales, William Evans Hoyle, resigned amid ill health. Wheeler applied to take on the role of his replacement, providing supportive testimonials from Charles Reed Peers, Robert Bosanquet, and H. J. Fleure. Although he had no prior museum experience, he was successful in his application and was appointed director. He then employed a close friend, Cyril Fox, to take on the vacated position of Keeper of Archaeology. Wheeler's proposed reforms included extending the institution's reach and influence throughout Wales by building affiliations with regional museums, and focusing on fundraising to finance the completion of the new museum premises. He obtained a £21,367 donation from the wealthy shipowner William Reardon Smith and appointed Smith to be the museum's treasurer, and also travelled to Whitehall, London, where he successfully urged the British Treasury to provide further funding for the museum. As a result, construction on the museum's new building was able to continue, and it was officially opened by King George V in 1927.
### London Museum: 1926–33
Upon the retirement of the Keeper of the London Museum, Harmon Oates, Wheeler was invited to fill the vacancy. He had been considering a return to London for some time and eagerly agreed, taking on the post, which was based at Lancaster House in the St James's area, in July 1926. In Wales, many felt that Wheeler had simply taken the directorship of the National Museum to advance his own career prospects, and that he had abandoned them when a better offer came along. Wheeler himself disagreed, believing that he had left Fox at the Museum as his obvious successor, and that the reforms he had implemented would therefore continue. The position initially provided Wheeler with an annual salary of £600, which resulted in a decline in living standards for his family, who moved into a flat near Victoria Station.
Tessa's biographer L. C. Carr later commented that together, the Wheelers "professionalized the London Museum". Wheeler expressed his opinion that the museum "had to be cleaned, expurgated, and catalogued; in general, turned from a junk shop into a tolerably rational institution". Focusing on reorganising the exhibits and developing a more efficient method of cataloguing the artefacts, he also wrote A Short Guide to the Collections, before using the items in the museum to write three books: London and the Vikings, London and the Saxons, and London and the Romans. Upon his arrival, the Treasury allocated the museum an annual budget of £5,000, which Wheeler deemed insufficient for its needs. In 1930, Wheeler persuaded them to increase that budget, as he highlighted increasing visitor numbers, publications, and acquisitions, as well as a rise in the number of educational projects. With this additional funding, he was able to employ more staff and increase his own annual salary to £900.
Soon after joining the museum, Wheeler was elected to the council of the Society of Antiquaries. Through the Society, he became involved in the debate as to who should finance archaeological supervision of building projects in Greater London; his argument was that the City of London Corporation should provide the funding, although in 1926 it was agreed that the Society itself would employ a director of excavation based in Lancaster House to take on the position. Also involved in the largely moribund Royal Archaeological Institute, Wheeler organised its relocation to Lancaster House. In 1927, Wheeler took on an unpaid lectureship at University College London, where he established a graduate diploma course on archaeology; one of the first to enroll was Stuart Piggott. In 1928, Wheeler curated an exhibit at UCL on "Recent Work in British Archaeology", for which he attracted much press attention.
Wheeler was keen to continue archaeological fieldwork outside London, undertaking excavations every year from 1926 to 1939. After completing his excavation of the Carlaeon amphitheatre in 1928, he began fieldwork at the Roman settlement and temple in Lydney Park, Gloucestershire, having been invited to do so by the aristocratic landowner, Charles Bathurst. It was during these investigations that Wheeler personally discovered the Lydney Hoard of coinage. Wheeler and his wife jointly published their excavation report in 1932 as Report on the Excavation of the Prehistoric, Roman and Post-Roman Site in Lydney Park, Gloucestershire, which Piggott noted had "set the pattern" for all Wheeler's future excavation reports.
From there, Wheeler was invited to direct a Society of Antiquaries excavation at the Roman settlement of Verulamium, which existed on land recently acquired by the Corporation of St Albans. He took on this role for four seasons from 1930 to 1933, before leaving a fifth season of excavation under the control of the archaeologist Kathleen Kenyon and the architect A. W. G. Lowther. Wheeler enjoyed the opportunity to excavate at a civilian as opposed to military site, and also liked its proximity to his home in London. He was particularly interested in searching for a pre-Roman Iron Age oppidum at the site, noting that the existence of a nearby Catuvellauni settlement was attested to in both classical texts and numismatic evidence. With Wheeler focusing his attention on potential Iron Age evidence, Tessa concentrated on excavating the inside of the city walls; Wheeler had affairs with at least three assistants during the project. After Tessa wrote two interim reports, the final excavation report was finally published in 1936 as Verulamium: A Belgic and Two Roman Cities, jointly written by Wheeler and his wife. The report resulted in the first major published criticism of Wheeler, produced by the young archaeologist Nowell Myres in a review for Antiquity; although stating that there was much to praise about the work, he critiqued Wheeler's selective excavation, dubious dating, and guesswork. Wheeler responded with a piece in which he defended his work and launched a personal attack on both Myres and Myres's employer, Christ Church, Oxford.
### Institute of Archaeology: 1934–39
Wheeler had long desired to establish an academic institution devoted to archaeology that could be based in London. He hoped that it could become a centre in which to establish the professionalisation of archaeology as a discipline, with systematic training of students in methodological techniques of excavation and conservation and recognised professional standards; in his words, he hoped "to convert archaeology into a discipline worthy of that name in all senses". He further described his intention that the Institute should become "a laboratory: a laboratory of archaeological science". Many archaeologists shared his hopes, and to this end Petrie had donated much of his collection of Near Eastern artefacts to Wheeler, in the hope that it would be included in such an institution.
Wheeler was later able to persuade the University of London, a federation of institutions across the capital, to support the venture, and both he and Tessa began raising funds from wealthy backers. In 1934, the Institute of Archaeology was officially opened, albeit at this point without premises or academic staff; the first students to enroll were Rachel Clay and Barbara Parker, who went on to have careers in the discipline.
While Wheeler – who was still Keeper of the London Museum – took on the role of Honorary Director of the institute, he installed the archaeologist Kathleen Kenyon as secretary of the Management Committee, describing her as "a level-headed person, with useful experience". That June, he was appointed an Officer of the Order of Saint John (OStJ).
After ending his work at Verulamium, Wheeler turned his attention to the late Iron Age hill-fort of Maiden Castle near Dorchester, Dorset, where he excavated for four seasons from 1934 to 1937. Co-directed by Mortimer and Tessa Wheeler, and the Curator of Dorset County Museum (Charles Drew), the project was carried out under the joint auspices of the Society of Antiquaries and the Dorset Field Club. With around 100 assistants each season, the dig constituted the largest excavation that had been conducted in Britain up to that point, with Wheeler organising weekly meetings with the press to inform them about any discoveries. He was keen to emphasise that his workforce consisted of many young people as well as both men and women, thus presenting the image of archaeology as a modern and advanced discipline. According to later historian Adam Stout, the Maiden Castle excavation was "one of the most famous British archaeological investigations of the twentieth century. It was the classic 'Wheeler dig', both in terms of scale of operations and the publicity which it generated."
Wheeler's excavation report was published in 1943 as Maiden Castle, Dorset. The report's publication allowed further criticism to be voiced of Wheeler's approach and interpretations; in his review of the book, the archaeologist W. F. Grimes criticised the highly selective nature of the excavation, noting that Wheeler had not asked questions regarding the socio-economic issues of the community at Maiden Castle, aspects of past societies that had come to be of increasing interest to British archaeology. Over coming decades, as further excavations were carried out at the site and archaeologists developed a greater knowledge of Iron Age Britain, much of Wheeler's interpretation of the site and its development was shown to be wrong, in particular by the work of the archaeologist Niall Sharples.
In 1936, Wheeler embarked on a visit to the Near East, sailing from Marseilles to Port Said, where he visited the Old Kingdom tombs of Sakkara. From there he went via Sinai to Palestine, Lebanon, and Syria. During this trip, he visited various archaeological projects, but was dismayed by the quality of their excavations; in particular, he noted that the American-run excavation at Tel Megiddo was adopting standards that had been rejected in Britain twenty-five years previously. He was away for six weeks, and upon his return to Europe discovered that his wife Tessa had died of a pulmonary embolism after a minor operation on her toe. According to Tessa's biographer, for Wheeler this discovery was "the peak of mental misery, and marked the end of his ability to feel a certain kind of love". That winter, his father also died. By the summer of 1937, he had embarked on a new romance, with a young woman named Mavis de Vere Cole, widow of Horace de Vere Cole, who had first met Wheeler when visiting the Maiden Castle excavations with her then-lover, the painter Augustus John. After she eventually agreed to his repeated proposals, the two were married early in 1939 in a ceremony held at Caxton Hall, with a reception at Shelley House. They proceeded on a honeymoon to the Middle East.
After a search that had taken several years, Wheeler was able to secure premises for the Institute of Archaeology: St. John's Lodge in Regent's Park, central London. Left empty since its use as a hospital during the First World War, the building was owned by the Crown and was controlled by the First Commissioner of Works, William Ormsby-Gore; he was very sympathetic to archaeology, and leased the building to the Institute at a low rent. The St. John's Lodge premises were officially opened on 29 April 1937. During his speech at the ceremony, the University of London's Vice-Chancellor Charles Reed Peers made it clear that the building was only intended as a temporary home for the institute, which it was hoped would be able to move to Bloomsbury, the city's academic hub. In his speech, the university's Chancellor, Alexander Cambridge, 1st Earl of Athlone, compared the new institution to both the Institute of Historical Research and the Courtauld Institute of Art.
Wheeler had also become President of the Museums Association, and in a presidential address given in Belfast talked on the topic of preserving museum collections in wartime, believing that Britain's involvement in a second European conflict was imminent. In anticipation of this event, in August 1939 he arranged for the London Museum to place many of its most important collections into safe keeping. He was also awarded an honorary doctorate from Bristol University, and at the award ceremony met the Conservative Party politician Winston Churchill, who was then engaged in writing his multi-volume A History of the English-Speaking Peoples; Churchill asked Wheeler to help him in writing about late prehistoric and early medieval Britain, to which Wheeler agreed.
After Maiden Castle, Wheeler turned his attention to France, where the archaeological investigation of Iron Age sites had lagged behind developments in Britain. There, he oversaw a series of surveys and excavations with the aid of Leslie Scott, beginning with a survey tour of Brittany in the winter of 1936–37. After this, Wheeler decided to excavate the oppidum at Camp d'Artus, near Huelgoat, Finistère. In addition to bringing many British archaeologists to work on the site, he hired six local Breton workmen to assist the project, coming to the belief that the oppidum had been erected by local Iron Age tribes to defend themselves from the Roman invasion led by Julius Caesar. Meanwhile, Scott had been placed in charge of an excavation at the smaller nearby hill fort of Kercaradec, near Quimper. In July 1939, the project focused its attention on Normandy, with excavations beginning at the Iron Age hill forts of Camp de Canada and Duclair. They were brought to an abrupt halt in September 1939 as the Second World War broke out in Europe, and the team evacuated back to Britain. Wheeler's excavation report, co-written with Katherine Richardson, was eventually published as Hill-forts of Northern France in 1957.
### Second World War: 1939–45
Wheeler had been expecting and openly hoping for war with Nazi Germany for a year before the outbreak of hostilities; he believed that the United Kingdom's involvement in the conflict would remedy the shame that he thought had been brought upon the country by its signing of the Munich Agreement in September 1938. Volunteering for the armed services, on 18 July 1939 he returned to active service as a major (Special List). He was assigned to assemble the 48th Light Anti-Aircraft Battery at Enfield, where he set about recruiting volunteers, including his son Michael. As the 48th swelled in size, it was converted into the 42nd Mobile Light Anti-Aircraft Regiment in the Royal Artillery, which consisted of four batteries and was led by Wheeler – now promoted to the temporary rank of lieutenant-colonel (effective 27 January 1940) – as Commanding Officer. Given the nickname of "Flash Alf" by those serving under him, he was recognised by colleagues as a ruthless disciplinarian and was blamed by many for the death of one of his soldiers from influenza during training. Having been appointed secretary of the Society of Antiquaries in 1939 and then director in 1940, he travelled to London to deal with society affairs on various occasions. In 1941 Wheeler was awarded a Fellowship of the British Academy. Cole had meanwhile entered into an affair with a man named Clive Entwistle, who lambasted Wheeler as "that whiskered baboon". When Wheeler discovered Entwistle in bed with his wife, he initiated divorce proceedings that were finalised in March 1942.
In the summer of 1941, Wheeler and three of his batteries were assigned to fight against German and Italian forces in the North African Campaign. In September, they set sail from Glasgow aboard the RMS Empress of Russia; because the Mediterranean was controlled largely by enemy naval forces, they were forced to travel via the Cape of Good Hope, before taking shore leave in Durban. There, Wheeler visited the local kraals to compare them with the settlements of Iron Age Britain. The ship docked in Aden, where Wheeler and his men again took shore leave. They soon reached the British-controlled Suez, where they disembarked and were stationed on the shores of the Great Bitter Lake. There, Wheeler took a brief leave of absence to travel to Jerusalem, where he visited Petrie on his hospital deathbed. Back in Egypt, he gained permission to fly as a front gunner in a Wellington bomber on a bombing raid against Axis forces, to better understand what it was like for aircrew to be fired on by an anti-aircraft battery.
Serving with the Eighth Army, Wheeler was present in North Africa when the Axis armies pushed the Allies back to El Alamein. He was also part of the Allied counter-push, taking part in the Second Battle of El Alamein and the advance on Axis-held Tripoli. On the way he became concerned that the archaeological sites of North Africa were being threatened both by the fighting and the occupying forces. After the British secured control of Libya, Wheeler visited Tripoli and Leptis Magna, where he found that Roman remains had been damaged and vandalised by British troops; he brought about reforms to prevent this, lecturing to the troops on the importance of preserving archaeology, making many monuments out-of-bounds, and ensuring that the Royal Air Force changed its plans to construct a radar station in the midst of a Roman settlement. Aware that the British were planning to invade and occupy the Italian island of Sicily, he insisted that measures be introduced to preserve the historic and archaeological monuments on the island.
Promoted to the acting rank of brigadier on 1 May 1943, after the German surrender in North Africa, Wheeler was sent to Algiers where he was part of the staff committee planning the invasion of Italy. There, he learned that the India Office had requested that the army relieve him of his duties to permit him to be appointed Director General of Archaeology in India. Although he had never been to the country, he agreed that he would take the job on the condition that he be permitted to take part in the invasion of Italy first. As intended, Wheeler and his 12th Anti-Aircraft Brigade then took part in the invasion of Sicily and then mainland Italy, where they were ordered to use their anti-aircraft guns to protect the British 10th Corps. As the Allies advanced north through Italy, Wheeler spent time in Naples and then Capri, where he met various aristocrats who had anti-fascist sympathies.
Wheeler left Italy in November 1943 and returned to London. There, he resigned as the director of the London Museum and focused on organising the Institute of Archaeology, preparing it for its adoption of a new director, V. Gordon Childe, after the war. He also resigned as director of the Society of Antiquaries, but was appointed the group's representative to the newly formed Council for British Archaeology. He developed a relationship with a woman named Kim Collingridge, and asked her to marry him. As she was a devout Roman Catholic, he officially converted to the religion, something which shocked many of his friends, who believed that he was being dishonest because he did not genuinely believe in the doctrines of the faith. He then set sail for Bombay aboard a transport ship, the City of Exeter, in February 1944.
### Archaeological Survey of India: 1944–48
Wheeler arrived in Bombay in the spring of 1944. There, he was welcomed by the city's governor, John Colville, before heading by train to Delhi and then Shimla, where the headquarters of the Archaeological Survey of India were located. Wheeler had been suggested for the job by Archibald Wavell, the Viceroy of India, who had been acting on the recommendations of the archaeologist Leonard Woolley, who had written a report lamenting the state of the archaeological establishment in the British-controlled subcontinent. Wheeler recognised this state of affairs, in a letter to a friend complaining about the lack of finances and equipment, commenting that "We're back in 1850". He initially found much to dislike in India, and in his letters to friends in Britain expressed derogatory and racist sentiments toward Indians: he stated that "they feed wrongly and think wrongly and live wrongly ... I already find myself regarding them as ill-made clockwork toys rather than as human beings, and I find myself bullying them most brutally." He expelled those staff members whom he deemed too idle, and physically beat others in an attempt to motivate them.
From the beginning of his tenure, he sought to distance himself from previous Directors-General and their administrations by criticising them in print and attempting to introduce new staff who had no loyalty to his predecessors. Assigned a four-year contract, Wheeler attempted to recruit two archaeologists from Britain, Glyn Daniel and Stuart Piggott, to aid him in reforming the Archaeological Survey, although they declined the offer. He then toured the subcontinent, seeking to meet all of the Survey's staff members. He had drawn up a prospectus containing research questions that he wanted the Survey to focus on; these included understanding the period between the Bronze Age Indus Valley civilization and the Achaemenid Empire, discerning the socio-cultural background to the Vedas, dating the Aryan invasion, and establishing a dating system for southern India before the 6th century CE. During his time in office he also achieved a 25 per cent budget increase for the Archaeological Survey, and convinced the government to agree to the construction of a National Museum of Archaeology, to be built in New Delhi.
In October 1944, he opened his six-month archaeological field school in Taxila, where he instructed various students from across India in the methodologies of the discipline. Wheeler became very fond of his students, with one of them, B. B. Lal, later commenting that "behind the gruff exterior, Sir Mortimer had a very kind and sympathetic heart". Throughout his period in India, his students were some of the only individuals to whom Wheeler warmed; more widely, he was annoyed by what he saw as the idleness, incompetence and corruption of Indian society. Initially focusing on the northwest of the subcontinent, Wheeler was particularly fascinated by the Bronze Age Indus Valley Civilization. On his initial inspection of the Indus Valley sites of Mohenjo-daro and Harappa, he organised a very brief excavation which revealed fortifications around both settlements. He later led a more detailed excavation at Harappa, where he exposed further fortifications and established a stratigraphy for the settlement.
Turning his attention to southern India, Wheeler discovered remnants of a Roman amphora in a museum, and began excavations at Arikamedu, revealing a port from the 1st century CE that had traded in goods from the Roman Empire. The excavation had been plagued by severe rains and tropical heat, although it was during the excavation that World War II ended; in celebration, Wheeler gave all his workers an extra rupee for the day. It has since been alleged that while Wheeler took credit for discovering the significance of this site, it had previously been established by A. Aiyappan, the Superintendent of the Government Museum in Madras, and the French archaeologist Jouveau Dubreuil, with Wheeler intentionally ignoring their contribution. He later undertook excavations of six megalithic tombs in Brahmagiri, Mysore, which enabled him to gain a chronology for the archaeology of much of southern India.
Wheeler established a new archaeological journal, Ancient India, planning for it to be published twice a year. He had trouble securing printing paper and faced various delays; the first issue was released in January 1946, and he would release three further volumes during his stay. Wheeler married Kim Collingridge in Simla, before he and his wife took part in an Indian Cultural Mission to Iran. The Indian government had deemed Wheeler ideal to lead the group, which departed via train to Zahidan before visiting Persepolis, Tehran, Isfahan, Shiraz, Pasargadae, and Kashan. Wheeler enjoyed the trip, and was envious of Tehran's archaeological museum and library, which was far in advance of anything then found in India. Crossing into Iraq, in Baghdad the team caught a flight back to Delhi. In 1946, he was involved in a second cultural mission, this time to Afghanistan, where he expressed a particular interest in the kingdom of ancient Bactria and visited the archaeology of Balkh.
Wheeler was present during the 1947 Partition of India into the Dominion of Pakistan and the Union of India and the accompanying ethnic violence between Hindu and Muslim communities. He was unhappy with how these events had affected the Archaeological Survey, complaining that some of his finest students and staff were now citizens of Pakistan and no longer able to work for him. He was based in New Delhi when the city was rocked by sectarian violence, and attempted to help many of his Muslim staff members escape from the Hindu-majority city unharmed. He further helped smuggle Muslim families out of the city hospital, where they had taken refuge from a violent Hindu mob. As India neared independence from the British Empire, the political situation had changed significantly; by October 1947 he was one of the last British individuals in a senior position in the country's governing establishment, and recognised that many Indian nationalists wanted him to leave as well. For his work in India, Wheeler was appointed a Companion of the Order of the Indian Empire (CIE) in the final imperial honours list issued the day before Indian independence (gazetted in the 1948 New Year Honours).
As their relationship had become increasingly strained, his wife had left and returned to Britain. Although hoping to leave his post in India several months early, he was concerned for his economic prospects, and desperately searched for a new position. Through friends in the British archaeological community, he was offered a job as the Secretary of the Royal Commission on the Ancient and Historical Monuments of Wales, although he was upset that this would mean a drop in his professional status and income and decided to turn it down. Instead, he agreed to take up a chair in the Archaeology of the Roman Provinces at the Institute of Archaeology. In addition, the Pakistani Minister of Education invited him to become the Archaeological Adviser to the Pakistani government; he agreed also to take up this position, on the condition that he would only spend several months in the country each year over the next three. On 1 September 1948, having exceeded the age limit, he relinquished his Territorial Army commission, ending his military service as a war-substantive lieutenant-colonel (honorary brigadier). He was awarded the Territorial Decoration (TD) in September 1956.
## Later life
### Between Britain and Pakistan: 1948–52
Returning to London, Wheeler moved into the Hallam Street flat where his son and daughter-in-law were living. Wheeler and the latter disliked each other, so in summer 1950 he moved out and began renting an apartment in Mount Street. A year later he moved into his wife's house in Mallord Street, in an unsuccessful hope of reigniting their relationship. Taking up his part-time professorship at the Institute of Archaeology, he began to lecture to students almost every day. There, he found that he developed a relationship of mutual respect with the director, Childe, despite their strong personal and professional differences. In April 1949, after the retirement of Cyril Fox, Wheeler was nominated for the Presidency of the Society of Antiquaries, but lost to James Mann; many archaeologists, including Childe and O. G. S. Crawford, resigned from the Society in protest, deeming Wheeler to have been a far more appropriate candidate for the position. Wheeler was nevertheless elected director of the Society. In 1950 he was awarded the Petrie Medal, and was knighted in the 1952 Birthday Honours, with his investiture by the Queen taking place at Buckingham Palace on 8 July. That same year he was invited to give the Norton lectures for the Archaeological Institute of America, and while in the United States was also awarded the Lucy Wharton Drexel medal at Pennsylvania. He nevertheless disliked the country, and in later life exhibited anti-Americanism.
Wheeler spent three months in the Dominion of Pakistan during early 1949, where he was engaged in organising the fledgling Pakistani Archaeological Department with the aid of former members of the Archaeological Survey and new students whom he recruited. The Minister of Education, Fazlur Rahman, was sympathetic to Wheeler's plans, and the government agreed to establish a National Museum of Pakistan in Karachi, which opened in April 1950. Wheeler himself was appointed the first President of the Pakistani Museums Association, and found himself as a mediator in the arguments between India and Pakistan over the redistribution of archaeological and historic artefacts following the partition. He also wrote a work of archaeological propaganda for the newly formed state, Five Thousand Years of Pakistan (1950).
To instruct new Pakistani students in the methods of archaeology, in early 1950 Wheeler ran a training excavation at Mohenjo-daro; there, he was joined by the British student Leslie Alcock, who spoke both Punjabi and Urdu and who was appointed a site supervisor by Wheeler. This excavation proved to be the only one for which Wheeler would not write and publish a full excavation report. Instead, he made reference to its findings in his book The Indus Civilization, published as part of the series The Cambridge History of India. His relationship with the Pakistani government had become strained, so he declined to return to work for them for a third year.
Wheeler had been keen to return to excavation in Britain. Based on the one he had organised in India, Wheeler developed an archaeological training course, which he ran at Verulamium in the summer of 1949 to instruct British students in the methodologies of excavation. In summer 1950, he was invited by the Royal Commission on Historical Monuments to direct a trial excavation at Bindon Hill in Dorset. It was a leisurely project which he treated as a seaside holiday. He was invited by the Ancient Monuments Department of the Ministry of Works to excavate the Stanwick Iron Age Fortifications in North Riding, Yorkshire, which he proceeded to do over the summers of 1951 and 1952. Aided by many old friends and colleagues from within the British archaeological scene, he was joined by Alcock and Alcock's wife, among others. Wheeler published his report on the site in 1954.
In 1949, Wheeler was appointed Honorary Secretary of the British Academy after Frederic G. Kenyon stepped down from the position. According to Piggott, the institution had "unhappily drifted into senility without the excuse of being venerable", and Wheeler devoted much time attempting to revitalise the organisation and ensured that Charles Webster was appointed president. Together, Wheeler and Webster sought to increase the number of younger members of the academy, increasing the number of Fellows who were permitted to join and proposing that those over 75 years of age not be permitted to serve on the organisation's council; this latter measure was highly controversial, but, though defeated in 1951, Wheeler and Webster were able to push it through in 1952. In doing so, Piggott stated, Wheeler helped rid the society of its "self-perpetuating gerontocracy". To help him in these projects, Wheeler employed a personal assistant, Molly Myers, who remained with him for the rest of his life.
### Popular fame: 1952–69
In 1956, Wheeler retired from his part-time professorship at the Institute of Archaeology. Childe was also retiring from his position of director that year, and Wheeler involved himself in the arguments surrounding who should replace him. Wheeler vocally opposed the nomination of W.F. Grimes, deeming his career undistinguished; instead, he championed Glyn Daniel as a candidate, although ultimately Grimes was selected. That year, Wheeler's marriage broke down, and he moved from his wife's house to a former brothel at 27 Whitcomb Street in central London. From 1954 to 1959, he served as the President of the Society of Antiquaries, and after resigning supported Ian Richmond as his replacement; however, Joan Evans was selected. From 1964 to 1966 he served as Chairman of the Ancient Monuments Board, stepping down when he concluded that he was too old for the role. In December 1963, Wheeler underwent a prostate operation that went wrong, and was hospitalised for over a month. In November 1967, Wheeler became a Companion of Honour (CH), and in 1968 he became a Fellow of the Royal Society (FRS).
#### Media fame and public archaeology
Wheeler became famous in Britain as "the embodiment of popular archaeology through the medium of television". In 1952, Wheeler was invited to be a panelist on the new BBC television series Animal, Vegetable, Mineral?. Based on the American quiz programme What in the World?, the show was hosted by Glyn Daniel and featured three experts in archaeology, anthropology, and natural history being asked to identify artefacts that had been selected from various museums. Wheeler is alleged to have prepared for the show by checking beforehand which objects had been temporarily removed from display. The show proved popular with British audiences, and would air for six more years. It brought Wheeler to public attention, resulting in a Television Personality of the Year award for him in 1954. He also appeared in an episode of Buried Treasure, an archaeology show also hosted by Daniel, in which the pair travelled to Denmark to discuss Tollund Man. In 1957, he appeared in a second episode of Buried Treasure, for which he travelled to Pakistan to discuss that nation's archaeology, and in 1958 again appeared in an episode, this time on the site of Great Zimbabwe in Southern Rhodesia. In 1959 he presented his own three-part series on The Grandeur That Was Rome, for which he travelled to Hadrian's Wall, Pompeii, and Leptis Magna; the show failed to secure high ratings, and was Wheeler's last major foray into television. Meanwhile, he also made appearances on BBC radio, initially featuring on the John Irving series The Archaeologist, but later presenting his own eight-part series on Roman Britain and also appearing on the series Asian Club, which was aimed primarily at newly arrived migrants from the Indian subcontinent.
From 1954 onward, Wheeler began to devote an increasing amount of his time to encouraging greater public interest in archaeology, and it was in that year that he obtained an agent. Oxford University Press also published two of his books in 1954. The first was a book on archaeological methodologies, Archaeology from the Earth, which was translated into various languages. The second was Rome Beyond the Imperial Frontier, discussing evidence for Roman activity at sites such as Arikamedu and Segontium. In 1955 Wheeler released his episodic autobiography, Still Digging, which had sold over 70,000 copies by the end of the year. In 1959, Wheeler wrote Early India and Pakistan, which was published as part as Daniel's "Ancient Peoples and Places" series for Thames and Hudson; as with many earlier books, he was criticised for rushing to conclusions.
He wrote the section entitled "Ancient India" for Piggott's edited volume The Dawn of Civilisation, which was published by Thames and Hudson in 1961, before writing an introduction for Roger Wood's photography book Roman Africa in Colour, which was also published by Thames and Hudson. He then agreed to edit a series for the publisher, known as "New Aspects of Antiquity", through which they released a variety of archaeological works. The rival publisher Weidenfeld & Nicolson had also persuaded Wheeler to work for them, securing him to write many sections of their book Splendours of the East. They also published his 1968 book Flames Over Persepolis, in which Wheeler discussed Persepolis and the Persian Empire in the year that it was conquered by Alexander the Great.
In 1954, the tour company R.K. Swan invited Wheeler to provide lectures on the archaeology of ancient Greece aboard their Hellenic cruise line, which he did in 1955. In 1957, he then gave a guided tour of the archaeology of the Indian subcontinent for the rival tour company Fairways and Swinford. After Swans appointed him to the position of chairman of their Hellenic Cruise division, he made two fortnight tours a year, in spring and summer. In late 1969 he conducted the Swans tour to the Indian subcontinent, visiting the south and east of the republic as well as Ceylon. During this period, Wheeler had kept in contact with many of his friends and colleagues in India and Pakistan, helping to secure them work and funding where possible.
Wheeler had continued his archaeological investigations, and in 1954 led an expedition to the Somme and Pas de Calais where he sought to obtain more information on the French Iron Age to supplement that gathered in the late 1930s. Pakistan's Ministry of Education invited Wheeler to return to their country in October 1956. Here, he undertook test excavations at Charsada to determine a chronology of the site. In 1965, he agreed to take on the position of President of the Camelot Research Committee, which had been established to promote the findings of excavations at Cadbury Castle in Somerset run by his friends Ralegh Radford and Alcock; the project ended in 1970. He also agreed to sit as Chairman of the Archaeological Committee overseeing excavations at York Minster, work which occupied him into the 1970s. Wheeler had also continued his work with museums, campaigning for greater state funding for them. While he had become a trustee of the institution in 1963, he achieved publicity for vocally criticising the British Museum as "a mountainous corpse", lambasting it as being poorly managed and overcrowded with artefacts. The BBC staged a public debate with the museum director Frank Francis.
#### British Academy and UNESCO
As Honorary Secretary of the British Academy, Wheeler focused on increasing the organisation's revenues, thus enabling it to expand its remit. He developed personal relationships with various employees at the British Treasury, and offered the academy's services as an intermediary in dealing with the Egypt Exploration Society, the British School at Athens, the British School at Rome, the British School at Ankara, the British School in Iraq, and the British School at Jerusalem, all of which were then directly funded independently by the Treasury. Accepting this offer, the Treasury agreed to double its funding of the academy to £5,000 a year. Approaching various charitable foundations, from 1955 Wheeler also secured funding from both the Pilgrim Trust and the Nuffield Foundation, and in 1957 then secured additional funding from the Rockefeller Foundation.
With this additional money, the academy was able to organise a survey of the state of the humanities and social sciences in the United Kingdom, authoring a report that was published by Oxford University Press in 1961 as Research in the Humanities and the Social Sciences. On the basis of this report, Wheeler was able to secure a dramatic rise in funding from the British Treasury; they increased their annual grant to £25,000, and promised that this would increase to £50,000 shortly after. According to his later biographer Jacquetta Hawkes, in doing so Wheeler raised the position of the academy to that of "the main source of official patronage for the humanities" within the United Kingdom, while Piggott stated that he set the organisation upon its "modern course".
To improve Britain's cultural influence abroad, Wheeler had been urging the establishment of a British Institute of History and Archaeology in East Africa, touring East Africa itself in August 1955. In 1956, the academy requested £6,000 from the Treasury to fund this new institution, to which they eventually agreed in 1959. The institute was initially established in Dar es Salaam in 1961, although later relocated to Nairobi. Meanwhile, Wheeler had also been campaigning for the establishment of a British Institute of Persian Studies, a project which was supported by the British Embassy in Tehran; they hoped that it would rival the successful French Institute in the city. In 1960, the Treasury agreed, with the new institution being housed on the premises of the University of Tehran. He further campaigned for the establishment of a British Institute in Japan, although these ideas were scrapped amid the British financial crisis of 1967.
Wheeler retained an active interest in the running of these British institutions abroad; in 1967 he visited the British School in Jerusalem amid the Six-Day War between Israel and its Arab neighbours, and in January 1968 visited the Persian institute with the archaeologist Max Mallowan and Mallowan's wife Agatha Christie, there inspecting the excavations at Siraf. In 1969 he proceeded to the Italian city of Rome to inspect the British School there. That year, he resigned as Honorary Secretary of the academy. The position became a salaried, professional one, with the numismatist Derek Allen taking on the position.
Recognising his stature within the archaeological establishment, the government appointed Wheeler as the British representative on a UNESCO project to undertake a programme of rescue archaeology in the Nile Valley ahead of the construction of the Aswan Dam, which was going to flood large areas of Egypt and Sudan. Personally securing UK funding for the project, he deemed it an issue of national and personal shame when he was unable to persuade the British government to supply additional funding for the relocation of the Abu Simbel temples. In October 1968, he took part in a UNESCO visit to Pakistan to assess the state of Mohenjo-daro, writing the project's report on how the archaeological site could best be preserved. His involvement with UNESCO continued for the rest of his life, and in March 1973 he was invited to the organisation's conference in Paris.
### Final years: 1970–76
During his final years, Wheeler remained involved in various activities, for instance sitting on the advisory panel of the Antiquity journal and the Management Committee of the Royal Archaeological Institute. In March 1971, the archaeologist Barry Cunliffe and a number of his undergraduate students at the University of Southampton organised a conference on the subject of "The Iron Age and its Hillforts" to celebrate Wheeler's eightieth birthday. Wheeler attended the event, whose conference proceedings were published as a festschrift for the octogenarian. In spring 1973, Wheeler returned to BBC television for two episodes of the archaeology-themed series Chronicle in which he discussed his life and career. The episodes were well received, and Wheeler became a close friend of the show's producer, David Collison.
In the 1970s, Wheeler became increasingly forgetful and came to rely largely on his assistant, Molly Myres, to organise his affairs. Amid increasing ill health, in September 1973 he moved full-time into Myres's house in Leatherhead, Surrey, although he continued to use his central London flat during day-trips to the city. There, he wrote a final book, My Archaeological Mission to India and Pakistan, although much of the text was culled from his previous publications; it was published by Thames and Hudson in 1976. Following a stroke, Wheeler died at Myers' home on 22 July 1976. In memoriam, the British Academy, Royal Academy, and Royal Society flew their flags at half-mast. Wheeler's funeral was held with full military honours at a local crematorium, while a larger memorial service was held in St James's Church, Piccadilly in November. His will was proven on 18 October, with his estate valued at £65,842 (equivalent to £ in ).
## Personal life
Wheeler was known as "Rik" among friends. He divided opinion among those who knew him, with some loving and others despising him, and during his lifetime, he was often criticised on both scholarly and moral grounds.
Archaeologist Sir Max Mallowan asserted that he "was a delightful, light-hearted and amusing companion, but those close to him knew that he could be a dangerous opponent if threatened with frustration". His charm offensives were often condemned as being insincere.
During excavations, he was known as an authoritarian leader but favoured those who he thought exhibited bravery by standing up to his authority. Hence, he has been termed "a benevolent dictator". He was meticulous in his writings, and would repeatedly revise and rewrite both pieces for publication and personal letters. Throughout his life, he was a heavy smoker.
Wheeler expressed the view that he was "the least political of mortals". Despite not taking a strong interest in politics, Wheeler was described by his biographer as "a natural conservative"; for instance, during his youth he was strongly critical of the Suffragettes and their cause of greater legal rights for women.
Nevertheless, he was "usually happy to advance young women professionally", something that may have been based largely on his sexual attraction toward them. He expressed little interest in his relatives; in later life, he saw no reason to have a social relationship with people purely on the basis of family ties.
Wheeler was married three times. In May 1914, Wheeler married Tessa Verney. Tessa became an accomplished archaeologist, and they collaborated until her death in 1936. Their only child, Michael Mortimer Wheeler, was born in January 1915; he became a barrister. Following Tessa's death, in 1939, Wheeler married Mavis de Vere Cole, widow of prankster Horace de Vere Cole. Their relationship was strained; Cole's diaries revealed that Wheeler hit her when she annoyed him.
In 1945, Mortimer Wheeler married his third wife, Margaret Collingridge. Although they became estranged in 1956, Collingridge's Catholicism prevented divorce. Meanwhile, Wheeler was well known for his conspicuous promiscuity, favouring young women for one-night stands, many of whom were his students. He was further known for having casual sex in public places. That behaviour led to much emotional suffering among his various wives and mistresses of which he was aware.
## Reception and legacy
Wheeler has been termed "the most famous British archaeologist of the twentieth century" by archaeologists Gabriel Moshenska and Tim Schadla-Hall. Highlighting his key role in encouraging interest in archaeology throughout British society, they stated that his "mastery of public archaeology was founded on his keen eye for value and a showman's willingness to package and sell the past". This was an issue about which Wheeler felt very strongly; writing his obituary for the Biographical Memoirs of Fellows of the Royal Society, the English archaeologist Stuart Piggott noted that Wheeler placed "great importance to the archaeologist's obligation to the public, on whose support the prosecution of his subject ultimately depended."
Piggott believed that Wheeler's greatest impact was as "the great innovator in field techniques", comparing him in this respect to Pitt-Rivers. Piggott stated that the "importance of Wheeler's contribution to archaeological technique, enormous and far-reaching, lies in the fact that in the early 1920s he not only appreciated and understood what Pitt-Rivers had done, but saw that his work could be used as a basis for adaptation, development and improvement." L. C. Carr stated that it was for his methodological developments, oft termed "the Wheeler Method", that Wheeler was best known; in this she contrasted him with those archaeologists who were best known for their associations with a specific archaeological site, such as Arthur Evans and Knossos or Leonard Woolley and Ur.
Wheeler was well known for his publications on archaeological matters; Carr stated that both Wheeler and his first wife emphasised "technical rigour and a full presentation of materials unearthed, as well as a literary discussion of their meaning calculated to appeal to a larger audience." Focusing on Wheeler's publications regarding South Asian archaeology, Sudeshna Guha noted that he "produced an assemblage of image-objects that embodied the precision he demanded from excavation photography." Mallowan noted that "Immediate and swift presentation of results was more important to him than profound scholarship, although his critical sense made him conscious that it was necessary to maintain high standards and he would approve of nothing that was slipshod." Jacquetta Hawkes commented that he made errors in his interpretation of the archaeological evidence because he was "sometimes too sure of being right, too ready to accept his own authority". She asserted that while Wheeler was not an original thinker, he had "a vision of human history that enabled him to see each discovery of its traces, however small, in its widest significance."
Piggott claimed that Wheeler's appointment as Director-General of the Archaeological Survey of India represented "the most remarkable archaeological achievement of his career, an enormous challenge accepted and surmounted in the autocratic and authoritarian terms within which he could best deploy his powers as administrator and excavator. No other archaeologist of the time, it seems fair to remark, could have come near to attaining his command of incisive strategy and often ruthless tactics which won him the bewildered admiration and touching devotion of his Indian staff." The Indian archaeologist Dilip K. Chakrabarti later stated that Wheeler's accomplishments while in India were "considerable", particularly given the socio-political turmoil of independence and partition. Chakrabarti stated that Wheeler had contributed to South Asian archaeology in various ways: by establishing a "total view" of the region's development from the Palaeolithic onward, by introducing new archaeological techniques and methodologies to the subcontinent, and by encouraging Indian universities to begin archaeological research. Ultimately, Chakrabarti was of the opinion that Wheeler had "prepared the archaeology of the subcontinent for its transition to modernity in the post-Partition period." Similarly, Peter Johansen praised Wheeler for systematising and professionalising Indian archaeology and for "instituting a clearly defined body of techniques and methods for field and laboratory work and training."
On Wheeler's death, H. D. Sankalia of Deccan College, Pune, described him as "well known among Old World archaeologists in the United States", particularly for his book Archaeology from the Earth and his studies of the Indus Valley Civilisation. In its 2013 obituary of the English archaeologist Mick Aston, British Archaeology magazine – the publication of the Council for British Archaeology – described Aston as "the Mortimer Wheeler of our times" because despite the strong differences between their personalities, both had done much to bring archaeology to the British public. However, writing in 2011, Moshenska and Schadla-Hall asserted that Wheeler's reputation has not undergone significant revision among archaeologists, but that instead he had come to be remembered as "a cartoonish and slightly eccentric figure" whom they termed "Naughty Morty". Carr described the Institute of Archaeology as "one of the [Wheeler] couple's most permanent memorials."
### Mortimer Wheeler Archaeological Lectures
On the proposal of Council of the British Academy, a lecture series was established to commemorate Sir Mortimer Wheeler's 80th birthday. The lectures were given annually from 1971 to 1991 and then discontinued as a series of single lectures. In 1992 and again in 2001, Wheeler Lectures were keynote presentations in British Academy archaeological conferences.
### Biographies and studies
In 1960, Ronald William Clark published a biography titled Sir Mortimer Wheeler. FitzRoy Somerset, 4th Baron Raglan, reviewed the volume for the journal Man, describing "this very readable little book" as being "adulatory" in tone, "but hardly more so than its subject deserves." In 1982, the archaeologist Jacquetta Hawkes published a second biography, Mortimer Wheeler: Adventurer in Archaeology. Hawkes admitted she had developed "a very great liking" for Wheeler, having first met him when she was an archaeology student at the University of Cambridge. She believed that he had "a daemonic energy", with his accomplishments in India being "almost superhuman". Ultimately, she thought of him as being "an epic hero in an anti-heroic age" in which growing social egalitarianism had stifled and condemned aspects of his greatness.
In the 2000 film Hey Ram, the lead character, Saket Ram (played by Kamal Haasan) and his friend, Amjad Khan (played by Shah Rukh Khan) are shown as employees of Wheeler, who was portrayed by Lewis K. Elbinger, before the 1947 Hindu–Muslim riots. In a 2003 volume of the South Asian Studies journal, Sudeshna Gusha published a research article examining Wheeler's use of photography in his excavations and publications in the Indian subcontinent. In 2011, the academic journal Public Archaeology published a research paper by Moshenska and Schadla-Hall that analysed Wheeler's role in presenting archaeology to the British public. Two years later, the Papers from the Institute of Archaeology issued a short comic strip by Moshenska and Alex Salamunovich depicting Wheeler's activities in studying the archaeology of Libya during World War II. |
17,143 | Koala | 1,172,851,969 | Arboreal herbivorous marsupial native to Australia | [
"Articles containing video clips",
"Clawed herbivores",
"Extant Middle Pleistocene first appearances",
"Herbivorous mammals",
"Koalas",
"Mammals described in 1817",
"Mammals of New South Wales",
"Mammals of Queensland",
"Mammals of South Australia",
"Mammals of Victoria (state)",
"Marsupials of Australia",
"Vombatiforms"
]
| The koala (Phascolarctos cinereus), sometimes called koala bear, is an arboreal herbivorous marsupial native to Australia. It is the only extant representative of the family Phascolarctidae and its closest living relatives are the wombats. The koala is found in coastal areas of the mainland's eastern and southern regions, inhabiting Queensland, New South Wales, Victoria, and South Australia. It is easily recognisable by its stout, tailless body and large head with round, fluffy ears and large, spoon-shaped nose. The koala has a body length of 60–85 cm (24–33 in) and weighs 4–15 kg (9–33 lb). Fur colour ranges from silver grey to chocolate brown. Koalas from the northern populations are typically smaller and lighter in colour than their counterparts further south. These populations possibly are separate subspecies, but this is disputed.
Koalas typically inhabit open Eucalyptus woodland, as the leaves of these trees make up most of their diet. This eucalypt diet has low nutritional and caloric content and contains toxins that deter most other mammals from feeding on it. Koalas are largely sedentary and sleep up to twenty hours a day. They are asocial animals, and bonding exists only between mothers and dependent offspring. Adult males communicate with loud bellows that intimidate rivals and attract mates. Males mark their presence with secretions from scent glands located on their chests. Being marsupials, koalas give birth to underdeveloped young that crawl into their mothers' pouches, where they stay for the first six to seven months of their lives. These young koalas, known as joeys, are fully weaned around a year old. Koalas have few natural predators and parasites, but are threatened by various pathogens, such as Chlamydiaceae bacteria and koala retrovirus.
Because of their distinctive appearance, koalas, along with kangaroos, are recognised worldwide as symbols of Australia. They were hunted by Indigenous Australians and depicted in myths and cave art for millennia. The first recorded encounter between a European and a koala was in 1798, and an image of the animal was published in 1810 by naturalist George Perry. Botanist Robert Brown wrote the first detailed scientific description of the koala in 1814, although his work remained unpublished for 180 years. Popular artist John Gould illustrated and described the koala, introducing the species to the general British public. Further details about the animal's biology were revealed in the 19th century by several English scientists. Koalas are listed as a vulnerable species by the International Union for Conservation of Nature. Among the many threats to their existence are habitat destruction caused by agriculture, urbanisation, droughts, and associated bushfires, some related to climate change. In February 2022, the koala was officially listed as endangered in the Australian Capital Territory, New South Wales, and Queensland.
## Etymology
The word koala comes from the Dharug gula, meaning no water. Although the vowel 'u' was originally written in the English orthography as "oo" (in spellings such as coola or koolah — two syllables), the spelling later became "oa" and the word is now pronounced in three syllables, possibly in error.
Adopted by white settlers, "koala" became one of several hundred Aboriginal loan words in Australian English, where it was also commonly referred to as "native bear", later "koala bear", for its supposed resemblance to a bear. It is also one of several Aboriginal words that made it into International English, alongside e.g. "didgeridoo" and "kangaroo." The generic name, Phascolarctos, is derived from the Greek words phaskolos "pouch" and arktos "bear". The specific name, cinereus, is Latin for "ash coloured".
## Taxonomy and evolution
The koala was given its generic name Phascolarctos in 1816 by French zoologist Henri Marie Ducrotay de Blainville, who would not give it a specific name until further review. In 1819, German zoologist Georg August Goldfuss gave it the binomial Lipurus cinereus. Because Phascolarctos was published first, according to the International Code of Zoological Nomenclature, it has priority as the official name of the genus. French naturalist Anselme Gaëtan Desmarest proposed the name Phascolarctos fuscus in 1820, suggesting that the brown-coloured versions were a different species than the grey ones. Other names suggested by European authors included Marodactylus cinereus by Goldfuss in 1820, P. flindersii by René Primevère Lesson in 1827, and P. koala by John Edward Gray in 1827.
The koala is classified with wombats (family Vombatidae) and several extinct families (including marsupial tapirs, marsupial lions and giant wombats) in the suborder Vombatiformes within the order Diprotodontia. The Vombatiformes are a sister group to a clade that includes macropods (kangaroos and wallabies) and possums. The koala's lineage possibly branched off around 40 million years ago during the Eocene.
The modern koala is the only extant member of Phascolarctidae, a family that includes several extinct genera and species. During the Oligocene and Miocene, koalas lived in rainforests and had less specialised diets. Some species, such as the Riversleigh rainforest koala (Nimiokoala greystanesi) and some species of Perikoala, were around the same size as the modern koala, while others, such as species of Litokoala, were one-half to two-thirds its size. Like the modern species, prehistoric koalas had well developed ear structures which suggests that long-distance vocalising and sedentism developed early. During the Miocene, the Australian continent began drying out, leading to the decline of rainforests and the spread of open Eucalyptus woodlands. The genus Phascolarctos split from Litokoala in the late Miocene and had several adaptations that allowed it to live on a specialised eucalyptus diet: a shifting of the palate towards the front of the skull; larger molars and premolars; smaller pterygoid fossa; and a larger gap between the molar and the incisor teeth.
P. cinereus may have emerged as a dwarf form of the giant koala (P. stirtoni). The reduction in the size of large mammals has been seen as a common phenomenon worldwide during the late Pleistocene, and several Australian mammals, such as the agile wallaby, are traditionally believed to have resulted from this dwarfing. A 2008 study questions this hypothesis, noting that P. cinereus and P. stirtoni were sympatric during the middle to late Pleistocene, and possibly as early as the Pliocene. The fossil record of the modern koala extends back at least to the middle Pleistocene.
### Genetics and variations
Three subspecies are recognised: the Queensland koala (Phascolarctos cinereus adustus, Thomas 1923), the New South Wales koala (Phascolarctos cinereus cinereus, Goldfuss 1817), and the Victorian koala (Phascolarctos cinereus victor, Troughton 1935). These forms are distinguished by pelage colour and thickness, body size, and skull shape. The Queensland koala is the smallest of the three, with shorter, silver fur and a shorter skull. The Victorian koala is the largest, with shaggier, brown fur and a wider skull. The boundaries of these variations are based on state borders, and their status as subspecies is disputed. A 1999 genetic study suggests that the variations represent differentiated populations with limited gene flow between them and that the three subspecies comprise a single evolutionarily significant unit.
Other studies have found that koala populations have high levels of inbreeding and low genetic variation. Such low genetic diversity may have been a characteristic of koala populations since the late Pleistocene. Rivers and roads have been shown to limit gene flow and contribute to the genetic differentiation of southeast Queensland populations. In April 2013, scientists from the Australian Museum and Queensland University of Technology announced they had fully sequenced the koala genome.
## Characteristics
The koala is a stocky animal with a large head and vestigial or non-existent tail. It has a body length of 60–85 cm (24–33 in) and a weight of 4–15 kg (9–33 lb), making it among the largest arboreal marsupials. Koalas from Victoria are twice as heavy as those from Queensland. The species is sexually dimorphic, with males 50% larger than females. Males are further distinguished from females by their more curved noses and the presence of chest glands, which are visible as hairless patches. As in most marsupials, the male koala has a bifurcated penis, and the female has two lateral vaginas and two separate uteri. The male's penile sheath contains naturally occurring bacteria that play an important role in fertilisation. The female's pouch opening is tightened by a sphincter that keeps the young from falling out.
The pelage of the koala is thicker and longer on the back, and shorter on the belly. The ears have thick fur on both the inside and outside. The back fur colour varies from light grey to chocolate brown. The belly fur is whitish; on the rump it is dappled whitish, and darker at the back. The koala has the most effective insulating back fur of any marsupial and is highly resilient to wind and rain, while the belly fur can reflect solar radiation. The koala's curved, sharp claws are well adapted for climbing trees. The large forepaws have two opposable digits (the first and second, which are opposable to the other three) that allow them to grasp small branches. On the hind paws, the second and third digits are fused, a typical condition for members of the Diprotodontia, and the attached claws (which are still separate) are used for grooming. As in humans and other primates, koalas have friction ridges on their paws. The animal has a sturdy skeleton and a short, muscular upper body with proportionately long upper limbs that contribute to its climbing and grasping abilities. Additional climbing strength is achieved with thigh muscles that attach to the shinbone lower than other animals. The koala has a cartilaginous pad at the end of the spine that may make it more comfortable when it perches in the fork of a tree.
The koala has one of the smallest brains in proportion to body weight of any mammal, being 60% smaller than that of a typical diprotodont, weighing only 19.2 g (0.68 oz) on average. The brain's surface is fairly smooth, typical for a "primitive" animal. It occupies only 61% of the cranial cavity and is pressed against the inside surface by cerebrospinal fluid. The function of this relatively large amount of fluid is not known, although one possibility is that it acts as a shock absorber, cushioning the brain if the animal falls from a tree. The koala's small brain size may be an adaptation to the energy restrictions imposed by its diet, which is insufficient to sustain a larger brain. Because of its small brain, the koala has a limited ability to perform complex, unfamiliar behaviours. For example, when presented with plucked leaves on a flat surface, the animal cannot adapt to the change in its normal feeding routine and will not eat the leaves.
The koala's olfactory senses are normal, and it is known to sniff the oils of individual branchlets to assess their edibility. Its nose is fairly large and covered in leathery skin. A koala's vision is not well developed, and its relatively small eyes are unusual among marsupials in that the pupils have vertical slits. Its round ears provide it with good hearing, and it has a well-developed middle ear. The koala larynx is located relatively low in the vocal tract and can be pulled down ever further. They also possess unique folds in the velum (soft palate), known as velar vocal folds, in addition to the typical vocal folds of the larynx. These features allow the koala to produce deeper sounds than would be possible for their size.
The koala has several adaptations for its eucalypt diet, which is of low nutritive value, high toxicity, and high in dietary fibre. The animal's dentition consists of the incisors and cheek teeth (a single premolar and four molars on each jaw), which are separated by a large gap (a characteristic feature of herbivorous mammals). The incisors are used for grasping leaves, which are then passed to the premolars to be snipped at the petiole before being passed to the highly cusped molars, where they are shredded into small pieces. Koalas may also store food in their cheek pouches before it is ready to be chewed. The partially worn molars of middle-aged koalas are optimal for breaking the leaves into small particles, resulting in more efficient stomach digestion and nutrient absorption in the small intestine, which digests the eucalyptus leaves to provide most of the animal's energy. A koala sometimes regurgitates the food into the mouth to be chewed a second time.
Unlike kangaroos and eucalyptus-eating possums, koalas are hindgut fermenters, and their digestive retention can last for up to 100 hours in the wild or up to 200 hours in captivity. This is made possible by the extraordinary length of their caecum—200 cm (80 in) long and 10 cm (4 in) in diameter—the largest proportionally of any animal. Koalas can select which food particles to retain for longer fermentation and which to pass through. Large particles typically pass through more quickly, as they would take more time to digest. While the hindgut is proportionally larger in the koala than in other herbivores, only 10% of the animal's energy is obtained from fermentation. Since the koala gains a low amount of energy from its diet, its metabolic rate is half that of a typical mammal, although this can vary between seasons and sexes. They can digest the toxins present in eucalyptus leaves due to their production of cytochrome P450, which breaks down these poisons in the liver. The koala conserves water by passing relatively dry faecal pellets high in undigested fibre, and by storing water in the caecum.
## Distribution and habitat
The koala's geographic range covers roughly 1,000,000 km<sup>2</sup> (390,000 sq mi), and 30 ecoregions. It extends throughout eastern and southeastern Australia, encompassing northeastern, central and southeastern Queensland, eastern New South Wales, Victoria, and southeastern South Australia. The koala was reintroduced near Adelaide and on several islands, including Kangaroo Island and French Island. The population on Magnetic Island represents the northern limit of its range. Fossil evidence shows that the koala's range stretched as far west as southwestern Western Australia during the late Pleistocene. Koalas were introduced to Western Australia at Yanchep. They were likely driven to extinction in these areas by environmental changes and hunting by Indigenous Australians. In South Australia, koalas were only known to exist in recent times in the lower South East, with a remnant population in the Bangham Forest between Bordertown and Naracoorte, until introduced to the Mount Lofty Ranges in the 20th-century. Doubts have been cast on Eyre's identification as koala pelt a girdle being worn by an Aboriginal man, the only evidence of their recent existence elsewhere in the State.
Koalas can be found in habitats ranging from relatively open forests to woodlands, and in climates ranging from tropical to cool temperate. In semi-arid climates, they prefer riparian habitats, where nearby streams and creeks provide refuge during times of drought and extreme heat. In a recent overview of koala research, Clode has noted that, despite their name, koala distribution is strongly linked to water. Their fossil distribution is associated with swamp forest habitats, their preferred feed trees tend to have relatively high water needs (e.g. river red gum), their distribution in forests and abundance over time is closely linked to the availability of water and their breeding success is often linked with riparian habitats.
## Behaviour and ecology
### Foraging and activities
Koalas are herbivorous, and while most of their diet consists of eucalypt leaves, they can be found in trees of other genera, such as Acacia, Allocasuarina, Callitris, Leptospermum, and Melaleuca. Though the foliage of over 600 species of Eucalyptus is available, the koala shows a strong preference for around 30. They tend to choose species that have a high protein content and low proportions of fibre and lignin. The most favoured species are Eucalyptus microcorys, E. tereticornis, and E. camaldulensis, which, on average, make up more than 20% of their diet. They will also consume other species in the genus such as E. ovata, E. punctata, and E. viminalis. Despite its reputation as a fussy eater, the koala is more generalist than some other marsupial species, such as the greater glider. Since eucalypt leaves have a high water content, the koala does not need to drink often; its daily water turnover rate ranges from 71 to 91 ml/kg of body weight. Although females can meet their water requirements by eating leaves, larger males require additional water found on the ground or in tree hollows. When feeding, a koala holds onto a branch with hind paws and one forepaw while the other forepaw grasps foliage. Small koalas can move close to the end of a branch, but larger ones stay near the thicker bases. Koalas consume up to 400 grams (14 oz) of leaves a day, spread over four to six feeding sessions. Despite their adaptations to a low-energy lifestyle, they have meagre fat reserves and need to feed often.
Because they get so little energy from their diet, koalas must limit their energy use and sleep or rest 20 hours a day. They are predominantly active at night and spend most of their waking hours feeding. They typically eat and sleep in the same tree, possibly for as long as a day. On very hot days, a koala may climb down to the coolest part of the tree which is cooler than the surrounding air. The koala hugs the tree to lose heat without panting. On warm days, a koala may rest with its back against a branch or lie on its stomach or back with its limbs dangling. During cold, wet periods, it curls itself into a tight ball to conserve energy. On windy days, a koala finds a lower, thicker branch on which to rest. While it spends most of the time in the tree, the animal descends to the ground to move to another tree. The koala usually grooms itself with its hind paws, but sometimes uses its forepaws or mouth.
### Social spacing
Koalas are asocial animals and spend just 15 minutes a day on social behaviours. In Victoria, home ranges are small and have extensive overlap, while in central Queensland they are larger and overlap less. Koala society appears to consist of "residents" and "transients", the former being mostly adult females and the latter males. Resident males appear to be territorial and dominate others with their larger body size. Adult males tend to establish their territories close to breeding females, while younger males are subordinate until they mature and reach full size. Adult males occasionally venture outside their home ranges; when they do so, dominant ones retain their status. When a male enters a new tree, he marks it by rubbing his chest gland against the trunk or a branch; males have occasionally been observed to dribble urine on the trunk. This scent-marking behaviour probably serves as communication, and individuals are known to sniff the base of a tree before climbing. Scent marking is common during aggressive encounters. Chest gland secretions are complex chemical mixtures—about 40 compounds were identified in one analysis—that vary in composition and concentration with the season and the age of the individual.
Adult males communicate with loud bellows—low pitched sounds that consist of snore-like inhalations and resonant exhalations that sound like growls. Because of their low frequency, these bellows can travel far through air and vegetation. Koalas may bellow at any time of the year, particularly during the breeding season, when it serves to attract females and possibly intimidate other males. They also bellow to advertise their presence to their neighbours when they enter a new tree. These sounds signal the male's actual body size, as well as exaggerate it; females pay more attention to bellows that originate from larger males. Female koalas bellow, though more softly, in addition to making snarls, wails, and screams. These calls are produced when in distress and when making defensive threats. Young koalas squeak when in distress. As they get older, the squeak develops into a "squawk" produced both when in distress and to show aggression. When another individual climbs over it, a koala makes a low grunt with its mouth closed. Koalas make numerous facial expressions. When snarling, wailing, or squawking, the animal curls the upper lip and points its ears forward. During screams, the lips retract and the ears are drawn back. Females bring their lips forward and raise their ears when agitated.
Agonistic behaviour typically consists of squabbles between individuals climbing over or passing each other. This occasionally involves biting. Males that are strangers may wrestle, chase, and bite each other. In extreme situations, a male may try to displace a smaller rival from a tree. This involves the larger aggressor climbing up and attempting to corner the victim, which tries either to rush past him and climb down or to move to the end of a branch. The aggressor attacks by grasping the target by the shoulders and repeatedly biting him. Once the weaker individual is driven away, the victor bellows and marks the tree. Pregnant and lactating females are particularly aggressive and attack individuals that come too close. In general, however, koalas tend to avoid energy-wasting aggressive behaviour.
### Reproduction and development
Koalas are seasonal breeders, and births take place from the middle of spring through the summer to early autumn, from October to May. Females in oestrus tend to hold their heads further back than usual and commonly display tremors and spasms. However, males do not appear to recognise these signs and have been observed to mount non-oestrous females. Because of his much larger size, a male can usually force himself on a female, mounting her from behind, and in extreme cases, the male may pull the female out of the tree. A female may scream and vigorously fight off her suitors but will submit to one that is dominant or is more familiar. The bellows and screams that accompany matings can attract other males to the scene, obliging the incumbent to delay mating and fight off the intruders. These fights may allow the female to assess which is dominant. Older males usually have accumulated scratches, scars, and cuts on the exposed parts of their noses and their eyelids.
The koala's gestation period lasts 33–35 days, and a female gives birth to a single joey (although twins occur on occasion). As with all marsupials, the young are born while at the embryonic stage, weighing only 0.5 g (0.02 oz). However, they have relatively well-developed lips, forelimbs, and shoulders, as well as functioning respiratory, digestive, and urinary systems. The joey crawls into its mother's pouch to continue the rest of its development. Unlike most other marsupials, the koala does not clean her pouch.
A female koala has two teats; the joey attaches itself to one of them and suckles for the rest of its pouch life. The koala has one of the lowest milk energy production rates, relative to body size, of any mammal. The female makes up for this by lactating for as long as 12 months. At seven weeks of age, the joey's head grows longer and becomes proportionally large, pigmentation begins to develop, and its sex can be determined (the scrotum appears in males and the pouch begins to develop in females). At 13 weeks, the joey weighs around 50 g (1.8 oz) and its head has doubled in size. The eyes begin to open and fine fur grows on the forehead, nape, shoulders, and arms. At 26 weeks, the fully furred animal resembles an adult and begins to poke its head out of the pouch.
As the young koala approaches six months, the mother begins to prepare it for its eucalyptus diet by predigesting the leaves, producing a faecal pap that the joey eats from her cloaca. The pap is quite different in composition from regular faeces, resembling instead the contents of the caecum, which has a high concentration of bacteria. Eaten for about a month, the pap provides a supplementary source of protein at a transition time from a milk to a leaf diet. The joey fully emerges from the pouch for the first time at six or seven months of age, when it weighs 300–500 g (11–18 oz). It explores its new surroundings cautiously, clinging to its mother for support. By nine months, it weighs over 1 kg (2.2 lb) and develops its adult fur colour. Having permanently left the pouch, it rides on its mother's back for transportation, learning to climb by grasping branches. Gradually, it spends more time away from its mother, who becomes pregnant again after 12 months when the young is now around 2.5 kg (5.5 lb). Her bond with her previous offspring is permanently severed and she no longer allows it to suckle, but it will continue to live near her for the next 6–12 months.
Females become sexually mature at about three years of age and can then become pregnant; in comparison, males reach sexual maturity when they are about four years old, although they can produce sperm as early as two years. While the chest glands can be functional as early as 18 months of age, males do not begin scent-marking behaviours until they reach sexual maturity. Because the offspring have a long dependent period, female koalas usually breed in alternate years. Favourable environmental factors, such as a plentiful supply of high-quality food trees, allow them to reproduce every year.
### Health and mortality
Koalas may live from 13 to 18 years in the wild. While female koalas usually live this long, males may die sooner because of their more hazardous lives. Koalas usually survive falls from trees and immediately climb back up, but injuries and deaths from falls do occur, particularly in inexperienced young and fighting males. Around six years of age, the koala's chewing teeth begin to wear down and their chewing efficiency decreases. Eventually, the cusps disappear completely and the animal will die of starvation. Koalas have few predators. Dingos and large pythons may prey on them, and birds of prey (such as powerful owls and wedge-tailed eagles) are threats to young. Koalas are generally not subject to external parasites, other than ticks in coastal areas. Koalas may also suffer mange from the mite Sarcoptes scabiei, and skin ulcers from the bacterium Mycobacterium ulcerans, but neither is common. Internal parasites are few and largely harmless. These include the tapeworm Bertiella obesa, commonly found in the intestine, and the nematodes Marsupostrongylus longilarvatus and Durikainema phascolarcti, which are infrequently found in the lungs. In a three-year study of almost 600 koalas admitted to the Australia Zoo Wildlife Hospital in Queensland, 73.8% of the animals were infected with at least one species of the parasitic protozoal genus Trypanosoma, the most common of which was T. irwini.
Koalas can be subject to pathogens such as Chlamydiaceae bacteria, which can cause keratoconjunctivitis, urinary tract infection, and reproductive tract infection. Such infections are widespread on the mainland, but absent in some island populations. The koala retrovirus (KoRV) may cause koala immune deficiency syndrome (KIDS) which is similar to AIDS in humans. Prevalence of KoRV in koala populations suggests a trend spreading from the north to the south of Australia. Northern populations are completely infected, while some southern populations (including Kangaroo Island) are free.
The animals are vulnerable to bushfires due to their slow movements and the flammability of eucalypt trees. The koala instinctively seeks refuge in the higher branches, where it is vulnerable to intense heat and flames. Bushfires also fragment the animal's habitat, which restricts their movement and leads to population decline and loss of genetic diversity. Dehydration and overheating can also prove fatal. Consequently, the koala is vulnerable to the effects of climate change. Models of climate change in Australia predict warmer and drier climates, suggesting that the koala's range will shrink in the east and south to more mesic habitats.
## Human relations
### History
The first written reference to the koala was recorded by John Price, servant of John Hunter, the Governor of New South Wales. Price encountered the "cullawine" on 26 January 1798, during an expedition to the Blue Mountains, although his account was not published until nearly a century later in Historical Records of Australia. In 1802, French-born explorer Francis Louis Barrallier encountered the animal when his two Aboriginal guides, returning from a hunt, brought back two koala feet they were intending to eat. Barrallier preserved the appendages and sent them and his notes to Hunter's successor, Philip Gidley King, who forwarded them to Joseph Banks. Similar to Price, Barrallier's notes were not published until 1897. Reports of the first capture of a live "koolah" appeared in The Sydney Gazette in August 1803. Within a few weeks Flinders' astronomer, James Inman, purchased a specimen pair for live shipment to Joseph Banks in England. They were described as 'somewhat larger than the Waumbut (Wombat)'. These encounters helped provide the impetus for King to commission the artist John Lewin to paint watercolours of the animal. Lewin painted three pictures, one of which was subsequently made into a print that was reproduced in Georges Cuvier's Le Règne Animal (The Animal Kingdom) (first published in 1817) and several European works on natural history.
Botanist Robert Brown was the first to write a detailed scientific description of the koala in 1803, based on a female specimen captured near what is now Mount Kembla in the Illawarra region of New South Wales. Austrian botanical illustrator Ferdinand Bauer drew the animal's skull, throat, feet, and paws. Brown's work remained unpublished and largely unnoticed, however, as his field books and notes remained in his possession until his death, when they were bequeathed to the British Museum (Natural History) in London. They were not identified until 1994, while Bauer's koala watercolours were not published until 1989. British surgeon Everard Home included details of the koala based on eyewitness accounts of William Paterson, who had befriended Brown and Bauer during their stay in New South Wales. Home, who in 1808 published his report in the journal Philosophical Transactions of the Royal Society, gave the animal the scientific name Didelphis coola.
The first published image of the koala appeared in George Perry's (1810) natural history work Arcana. Perry called it the "New Holland Sloth" on account of its perceived similarities to the Central and South American tree-living mammals of the genus Bradypus. His disdain for the koala, evident in his description of the animal, was typical of the prevailing early 19th-century British attitude about the primitiveness and oddity of Australian fauna:
> ... the eye is placed like that of the Sloth, very close to the mouth and nose, which gives it a clumsy awkward appearance, and void of elegance in the combination ... they have little either in their character or appearance to interest the Naturalist or Philosopher. As Nature however provides nothing in vain, we may suppose that even these torpid, senseless creatures are wisely intended to fill up one of the great links of the chain of animated nature ...
Naturalist and popular artist John Gould illustrated and described the koala in his three-volume work The Mammals of Australia (1845–1863) and introduced the species, as well as other members of Australia's little-known faunal community, to the general British public. Comparative anatomist Richard Owen, in a series of publications on the physiology and anatomy of Australian mammals, presented a paper on the anatomy of the koala to the Zoological Society of London. In this widely cited publication, he provided the first careful description of its internal anatomy, and noted its general structural similarity to the wombat. English naturalist George Robert Waterhouse, curator of the Zoological Society of London, was the first to correctly classify the koala as a marsupial in the 1840s. He identified similarities between it and its fossil relatives Diprotodon and Nototherium, which had been discovered just a few years before. Similarly, Gerard Krefft, curator of the Australian Museum in Sydney, noted evolutionary mechanisms at work when comparing the koala to its ancestral relatives in his 1871 The Mammals of Australia.
The first living koala in Britain arrived in 1881, purchased by the Zoological Society of London. As related by prosecutor to the society, William Alexander Forbes, the animal suffered an accidental demise when the heavy lid of a washstand fell on it and it was unable to free itself. Forbes used the opportunity to dissect the fresh female specimen, thus was able to provide explicit anatomical details on the female reproductive system, the brain, and the liver—parts not previously described by Owen, who had access only to preserved specimens. Scottish embryologist William Caldwell—well known in scientific circles for determining the reproductive mechanism of the platypus—described the uterine development of the koala in 1884, and used the new information to convincingly place the koala and the monotremes into an evolutionary time frame.
### Cultural significance
The koala is well known worldwide and is a major draw for Australian zoos and wildlife parks. It has been featured in advertisements, games, cartoons, and as soft toys. It benefited the Australian tourism industry by over \$1 billion in 1998, a figure that has since grown. In 1997, half of the visitors to Australia, especially those from Korea, Japan, and Taiwan, sought out zoos and wildlife parks; about 75% of European and Japanese tourists placed the koala at the top of their list of animals to see. According to biologist Stephen Jackson: "If you were to take a straw poll of the animal most closely associated with Australia, it's a fair bet that the koala would come out marginally in front of the kangaroo". Factors that contribute to the koala's enduring popularity include its childlike body proportions and teddy bear-like face.
The koala is featured in the Dreamtime stories and mythology of Indigenous Australians. The Tharawal people believed that the animal helped row the boat that brought them to the continent. Another myth tells of how a tribe killed a koala and used its long intestines to create a bridge for people from other parts of the world. This narrative highlights the koala's status as a game animal and the length of its intestines. Several stories tell of how the koala lost its tail. In one, a kangaroo cuts it off to punish the koala for being lazy and greedy. Tribes in both Queensland and Victoria regarded the koala as a wise animal and sought its advice. Bidjara-speaking people credited the koala for turning barren lands into lush forests. The animal is also depicted in rock carvings, though not as much as some other species.
Early European settlers in Australia considered the koala to be a prowling sloth-like animal with a "fierce and menacing look". At the beginning of the 20th century, the koala's reputation took a more positive turn, largely due to its growing popularity and depiction in several widely circulated children's stories. It is featured in Ethel Pedley's 1899 book Dot and the Kangaroo, in which it is portrayed as the "funny native bear". Artist Norman Lindsay depicted a more anthropomorphic koala in The Bulletin cartoons, starting in 1904. This character also appeared as Bunyip Bluegum in Lindsay's 1918 book The Magic Pudding. Perhaps the most famous fictional koala is Blinky Bill. Created by Dorothy Wall in 1933, the character appeared in several books and has been the subject of films, TV series, merchandise, and a 1986 environmental song by John Williamson. The first Australian stamp featuring a koala was issued by the Commonwealth in 1930. A television ad campaign for Australia's national airline Qantas, starting in 1967 and running for several decades, featured a live koala (voiced by Howard Morris), who complained that too many tourists were coming to Australia and concluded "I hate Qantas". The series has been ranked among the greatest commercials of all time.
The song "Ode to a Koala Bear" appears on the B-side of the 1983 Paul McCartney/Michael Jackson duet single Say Say Say. A koala is the main character in Hanna-Barbera's The Kwicky Koala Show and Nippon Animation's Noozles, both of which were animated cartoons of the early 1980s. Food products shaped like the koala include the Caramello Koala chocolate bar and the bite-sized cookie snack Koala's March. Dadswells Bridge in Victoria features a tourist complex shaped like a giant koala and the Queensland Reds rugby team has a koala as its mascot. The Platinum Koala and Australian Silver Koala coins feature the animal on the reverse and Elizabeth II on the obverse.
The drop bear is an imaginary creature in contemporary Australian folklore featuring a predatory, carnivorous version of the koala. This hoax animal is commonly spoken about in tall tales designed to scare tourists. While koalas are typically docile herbivores, drop bears are described as unusually large and vicious marsupials that inhabit treetops and attack unsuspecting people (or other prey) that walk beneath them by dropping onto their heads from above.
### Koala diplomacy
Prince Henry, Duke of Gloucester, visited the Koala Park Sanctuary in Sydney in 1934 and was "intensely interested in the bears". His photograph, with Noel Burnet, the founder of the park, and a koala, appeared in The Sydney Morning Herald. After World War II, when tourism to Australia increased and the animals were exported to zoos overseas, the koala's international popularity rose. Several political leaders and members of royal families had their pictures taken with koalas, including Queen Elizabeth II, Prince Harry, Crown Prince Naruhito, Crown Princess Masako, Pope John Paul II, US President Bill Clinton, Soviet premier Mikhail Gorbachev and South African President Nelson Mandela
At the 2014 G20 Brisbane summit, hosted by Prime Minister Tony Abbott, many world leaders including Russian President Vladimir Putin and US President Barack Obama were photographed holding koalas. The event gave rise to the term "koala diplomacy", which then became the Oxford Word of the Month for December 2016. The term also includes the loan of koalas by the Australian government to overseas zoos in countries such as Singapore and Japan, as a form of "soft power diplomacy", like the "panda diplomacy" practised by China.
## Conservation issues
The koala was originally classified as Least Concern on the Red List, and reassessed as Vulnerable in 2014. In the Australian Capital Territory, New South Wales and Queensland, the species was listed under the EPBC Act in February 2022 as endangered by extinction. The described population was determined in 2012 to be "a species for the purposes of the EPBC Act 1999" in Federal legislation.
Australian policymakers had declined a 2009 proposal to include the koala in the Environment Protection and Biodiversity Conservation Act 1999. In 2012, the Australian government listed koala populations in Queensland and New South Wales as Vulnerable, because of a 40% population decline in the former and a 33% decline in the latter. A 2017 WWF report found a 53% decline per generation in Queensland, and a 26% decline in New South Wales. The koala population in South Australia and Victoria and appear to be abundant; however, the Australian Koala Foundation (AKF) argued that the exclusion of Victorian populations from protective measures was based on a misconception that the total koala population was 200,000, whereas they believed in 2012 that it was probably less than 100,000. AKF estimated in 2022 that there could be as few as 43,000 individuals. This is compared with 8 to 10 million at the start of the 20th century. The Australian Government's Threatened Species Scientific Committee estimated that the 2021 koala population was 92,000, down from 185,000 two decades prior.
The koala was heavily hunted by European settlers in the early 20th century, largely for its thick, soft fur. More than two million pelts are estimated to have left Australia by 1924. Pelts were in demand for use in rugs, coat linings, muffs, and as trimming on women's garments. The first successful efforts at conserving the species were initiated by the establishment of Brisbane's Lone Pine Koala Sanctuary and Sydney's Koala Park Sanctuary in the 1920s and 1930s. The owner of the latter park, Noel Burnet, became the first to successfully breed koalas and earned a reputation as the foremost contemporary authority on the marsupial.
One of the biggest anthropogenic threats to the koala is habitat destruction and fragmentation. In coastal areas, the main cause of this is urbanisation, while in rural areas, habitat is cleared for agriculture. Native forest trees are also taken down to be made into wood products. In 2000, Australia ranked fifth in the world by deforestation rates, having cleared 564,800 hectares (1,396,000 acres). The distribution of the koala has shrunk by more than 50% since European arrival, largely due to fragmentation of habitat in Queensland. Nevertheless, koalas live in many protected areas.
While urbanisation can pose a threat to koala populations, the animals can survive in urban areas provided enough trees are present. Urban populations have distinct vulnerabilities: collisions with vehicles and attacks by domestic dogs. To reduce road deaths, government agencies have been exploring various wildlife crossing options, such as the use of fencing to channel animals toward an underpass, in some cases adding a ledge as a walkway to an existing culvert. Cars and dogs kill about 4,000 animals every year. Injured koalas are often taken to wildlife hospitals and rehabilitation centres. In a 30-year retrospective study performed at a New South Wales koala rehabilitation centre, trauma (usually resulting from a motor vehicle accident or dog attack) was found to be the most frequent cause of admission, followed by symptoms of Chlamydia infection.
## See also
- Fauna of Australia
- List of monotremes and marsupials of Australia
- Sam (koala), a female koala known for being rescued during the Black Saturday bushfires in 2009 |
34,139 | Xenon | 1,173,738,172 | null | [
"5-HT3 antagonists",
"ATPase inhibitors",
"Chemical elements",
"Dissociative drugs",
"General anesthetics",
"Glycine receptor agonists",
"Industrial gases",
"NMDA receptor antagonists",
"Nicotinic antagonists",
"Noble gases",
"Rocket propellants",
"Xenon"
]
| Xenon is a chemical element with the symbol Xe and atomic number 54. It is a dense, colorless, odorless noble gas found in Earth's atmosphere in trace amounts. Although generally unreactive, it can undergo a few chemical reactions such as the formation of xenon hexafluoroplatinate, the first noble gas compound to be synthesized.
Xenon is used in flash lamps and arc lamps, and as a general anesthetic. The first excimer laser design used a xenon dimer molecule (Xe<sub>2</sub>) as the lasing medium, and the earliest laser designs used xenon flash lamps as pumps. Xenon is also used to search for hypothetical weakly interacting massive particles and as a propellant for ion thrusters in spacecraft.
Naturally occurring xenon consists of seven stable isotopes and two long-lived radioactive isotopes. More than 40 unstable xenon isotopes undergo radioactive decay, and the isotope ratios of xenon are an important tool for studying the early history of the Solar System. Radioactive xenon-135 is produced by beta decay from iodine-135 (a product of nuclear fission), and is the most significant (and unwanted) neutron absorber in nuclear reactors.
## History
Xenon was discovered in England by the Scottish chemist William Ramsay and English chemist Morris Travers in September 1898, shortly after their discovery of the elements krypton and neon. They found xenon in the residue left over from evaporating components of liquid air. Ramsay suggested the name xenon for this gas from the Greek word ξένον xénon, neuter singular form of ξένος xénos, meaning 'foreign(er)', 'strange(r)', or 'guest'. In 1902, Ramsay estimated the proportion of xenon in the Earth's atmosphere to be one part in 20 million.
During the 1930s, American engineer Harold Edgerton began exploring strobe light technology for high speed photography. This led him to the invention of the xenon flash lamp in which light is generated by passing brief electric current through a tube filled with xenon gas. In 1934, Edgerton was able to generate flashes as brief as one microsecond with this method.
In 1939, American physician Albert R. Behnke Jr. began exploring the causes of "drunkenness" in deep-sea divers. He tested the effects of varying the breathing mixtures on his subjects, and discovered that this caused the divers to perceive a change in depth. From his results, he deduced that xenon gas could serve as an anesthetic. Although Russian toxicologist Nikolay V. Lazarev apparently studied xenon anesthesia in 1941, the first published report confirming xenon anesthesia was in 1946 by American medical researcher John H. Lawrence, who experimented on mice. Xenon was first used as a surgical anesthetic in 1951 by American anesthesiologist Stuart C. Cullen, who successfully used it with two patients.
Xenon and the other noble gases were for a long time considered to be completely chemically inert and not able to form compounds. However, while teaching at the University of British Columbia, Neil Bartlett discovered that the gas platinum hexafluoride (PtF<sub>6</sub>) was a powerful oxidizing agent that could oxidize oxygen gas (O<sub>2</sub>) to form dioxygenyl hexafluoroplatinate (O<sup>+</sup>
<sub>2</sub>[PtF
<sub>6</sub>]<sup>−</sup>
). Since O<sub>2</sub>(1165 kJ/mol) and xenon (1170 kJ/mol) have almost the same first ionization potential, Bartlett realized that platinum hexafluoride might also be able to oxidize xenon. On March 23, 1962, he mixed the two gases and produced the first known compound of a noble gas, xenon hexafluoroplatinate.
Bartlett thought its composition to be Xe<sup>+</sup>[PtF<sub>6</sub>]<sup>−</sup>, but later work revealed that it was probably a mixture of various xenon-containing salts. Since then, many other xenon compounds have been discovered, in addition to some compounds of the noble gases argon, krypton, and radon, including argon fluorohydride (HArF), krypton difluoride (KrF<sub>2</sub>), and radon fluoride. By 1971, more than 80 xenon compounds were known.
In November 1989, IBM scientists demonstrated a technology capable of manipulating individual atoms. The program, called IBM in atoms, used a scanning tunneling microscope to arrange 35 individual xenon atoms on a substrate of chilled crystal of nickel to spell out the three letter company initialism. It was the first time atoms had been precisely positioned on a flat surface.
## Characteristics
Xenon has atomic number 54; that is, its nucleus contains 54 protons. At standard temperature and pressure, pure xenon gas has a density of 5.894 kg/m<sup>3</sup>, about 4.5 times the density of the Earth's atmosphere at sea level, 1.217 kg/m<sup>3</sup>. As a liquid, xenon has a density of up to 3.100 g/mL, with the density maximum occurring at the triple point. Liquid xenon has a high polarizability due to its large atomic volume, and thus is an excellent solvent. It can dissolve hydrocarbons, biological molecules, and even water. Under the same conditions, the density of solid xenon, 3.640 g/cm<sup>3</sup>, is greater than the average density of granite, 2.75 g/cm<sup>3</sup>. Under gigapascals of pressure, xenon forms a metallic phase.
Solid xenon changes from face-centered cubic (fcc) to hexagonal close packed (hcp) crystal phase under pressure and begins to turn metallic at about 140 GPa, with no noticeable volume change in the hcp phase. It is completely metallic at 155 GPa. When metallized, xenon appears sky blue because it absorbs red light and transmits other visible frequencies. Such behavior is unusual for a metal and is explained by the relatively small width of the electron bands in that state.
Liquid or solid xenon nanoparticles can be formed at room temperature by implanting Xe<sup>+</sup> ions into a solid matrix. Many solids have lattice constants smaller than solid Xe. This results in compression of the implanted Xe to pressures that may be sufficient for its liquefaction or solidification.
Xenon is a member of the zero-valence elements that are called noble or inert gases. It is inert to most common chemical reactions (such as combustion, for example) because the outer valence shell contains eight electrons. This produces a stable, minimum energy configuration in which the outer electrons are tightly bound.
In a gas-filled tube, xenon emits a blue or lavenderish glow when excited by electrical discharge. Xenon emits a band of emission lines that span the visual spectrum, but the most intense lines occur in the region of blue light, producing the coloration.
## Occurrence and production
Xenon is a trace gas in Earth's atmosphere, occurring at a volume fraction of 87±1 nL/L (parts per billion), or approximately 1 part per 11.5 million. It is also found as a component of gases emitted from some mineral springs. Given a total mass of the atmosphere of 5.15×10<sup>18</sup> kilograms (1.135×10<sup>19</sup> lb), the atmosphere contains on the order of 2.03 gigatonnes (2.00×10<sup>9</sup> long tons; 2.24×10<sup>9</sup> short tons) of xenon in total when taking the average molar mass of the atmosphere as 28.96 g/mol which is equivalent to some 394 mass ppb.
### Commercial
Xenon is obtained commercially as a by-product of the separation of air into oxygen and nitrogen. After this separation, generally performed by fractional distillation in a double-column plant, the liquid oxygen produced will contain small quantities of krypton and xenon. By additional fractional distillation, the liquid oxygen may be enriched to contain 0.1–0.2% of a krypton/xenon mixture, which is extracted either by adsorption onto silica gel or by distillation. Finally, the krypton/xenon mixture may be separated into krypton and xenon by further distillation.
Worldwide production of xenon in 1998 was estimated at 5,000–7,000 cubic metres (180,000–250,000 cu ft). At a density of 5.894 grams per litre (0.0002129 lb/cu in) this is equivalent to roughly 30 to 40 tonnes (30 to 39 long tons; 33 to 44 short tons). Because of its scarcity, xenon is much more expensive than the lighter noble gases—approximate prices for the purchase of small quantities in Europe in 1999 were 10 €/L (=\~€1.7/g) for xenon, 1 €/L (=\~€0.27/g) for krypton, and 0.20 €/L (=\~€0.22/g) for neon, while the much more plentiful argon, which makes up over 1% by volume of earth's atmosphere, costs less than a cent per liter.
### Solar system
Within the Solar System, the nucleon fraction of xenon is 1.56 × 10<sup>−8</sup>, for an abundance of approximately one part in 630 thousand of the total mass. Xenon is relatively rare in the Sun's atmosphere, on Earth, and in asteroids and comets. The abundance of xenon in the atmosphere of planet Jupiter is unusually high, about 2.6 times that of the Sun. This abundance remains unexplained, but may have been caused by an early and rapid buildup of planetesimals—small, subplanetary bodies—before the heating of the presolar disk. — otherwise, xenon would not have been trapped in the planetesimal ices. The problem of the low terrestrial xenon may be explained by covalent bonding of xenon to oxygen within quartz, reducing the outgassing of xenon into the atmosphere.
### Stellar
Unlike the lower-mass noble gases, the normal stellar nucleosynthesis process inside a star does not form xenon. Elements more massive than iron-56 consume energy through fusion, and the synthesis of xenon represents no energy gain for a star. Instead, xenon is formed during supernova explosions, in classical nova explosions, by the slow neutron-capture process (s-process) in red giant stars that have exhausted their core hydrogen and entered the asymptotic giant branch, and from radioactive decay, for example by beta decay of extinct iodine-129 and spontaneous fission of thorium, uranium, and plutonium.
### Nuclear fission
Xenon-135 is a notable neutron poison with a high fission product yield. As it is relatively short lived, it decays at the same rate it is produced during steady operation of a nuclear reactor. However, if power is reduced or the reactor is scramed, less xenon is destroyed than is produced from the beta decay of its parent nuclides. This phenomenon called xenon poisoning can cause significant problems in restarting a reactor after a scram or increasing power after it had been reduced and it was one of several contributing factors in the Chernobyl nuclear accident.
Stable or extremely long lived isotopes of xenon are also produced in appreciable quantities in nuclear fission. Xenon-136 is produced when xenon-135 undergoes neutron capture before it can decay. The ratio of xenon-136 to xenon-135 (or its decay products) can give hints as to the power history of a given reactor and the absence of xenon-136 is a "fingerprint" for nuclear explosions, as xenon-135 is not produced directly but as a product of successive beta decays and thus it can't absorb any neutrons in a nuclear explosion which occurs in fractions of a second.
The stable isotope xenon-132 has a fission product yield of over 4% in the thermal neutron fission of <sup>235</sup>
U which means that stable or nearly stable xenon isotopes have a higher mass fraction in spent nuclear fuel (which is about 3% fission products) than it does in air. However, there is as of 2022 no commercial effort to extract xenon from spent fuel during nuclear reprocessing.
## Isotopes
Naturally occurring xenon is composed of seven stable isotopes: <sup>126</sup>Xe, <sup>128–132</sup>Xe, and <sup>134</sup>Xe. The isotopes <sup>126</sup>Xe and <sup>134</sup>Xe are predicted by theory to undergo double beta decay, but this has never been observed so they are considered stable. In addition, more than 40 unstable isotopes have been studied. The longest lived of these isotopes are the primordial <sup>124</sup>Xe, which undergoes double electron capture with a half-life of 1.8 × 10<sup>22</sup> yr, and <sup>136</sup>Xe, which undergoes double beta decay with a half-life of 2.11 × 10<sup>21</sup> yr. <sup>129</sup>Xe is produced by beta decay of <sup>129</sup>I, which has a half-life of 16 million years. <sup>131m</sup>Xe, <sup>133</sup>Xe, <sup>133m</sup>Xe, and <sup>135</sup>Xe are some of the fission products of <sup>235</sup>U and <sup>239</sup>Pu, and are used to detect and monitor nuclear explosions.
### Nuclear spin
Nuclei of two of the stable isotopes of xenon, <sup>129</sup>Xe and <sup>131</sup>Xe, have non-zero intrinsic angular momenta (nuclear spins, suitable for nuclear magnetic resonance). The nuclear spins can be aligned beyond ordinary polarization levels by means of circularly polarized light and rubidium vapor. The resulting spin polarization of xenon nuclei can surpass 50% of its maximum possible value, greatly exceeding the thermal equilibrium value dictated by paramagnetic statistics (typically 0.001% of the maximum value at room temperature, even in the strongest magnets). Such non-equilibrium alignment of spins is a temporary condition, and is called hyperpolarization. The process of hyperpolarizing the xenon is called optical pumping (although the process is different from pumping a laser).
Because a <sup>129</sup>Xe nucleus has a spin of 1/2, and therefore a zero electric quadrupole moment, the <sup>129</sup>Xe nucleus does not experience any quadrupolar interactions during collisions with other atoms, and the hyperpolarization persists for long periods even after the engendering light and vapor have been removed. Spin polarization of <sup>129</sup>Xe can persist from several seconds for xenon atoms dissolved in blood to several hours in the gas phase and several days in deeply frozen solid xenon. In contrast, <sup>131</sup>Xe has a nuclear spin value of 3⁄2 and a nonzero quadrupole moment, and has t<sub>1</sub> relaxation times in the millisecond and second ranges.
### From fission
Some radioactive isotopes of xenon (for example, <sup>133</sup>Xe and <sup>135</sup>Xe) are produced by neutron irradiation of fissionable material within nuclear reactors. <sup>135</sup>Xe is of considerable significance in the operation of nuclear fission reactors. <sup>135</sup>Xe has a huge cross section for thermal neutrons, 2.6×10<sup>6</sup> barns, and operates as a neutron absorber or "poison" that can slow or stop the chain reaction after a period of operation. This was discovered in the earliest nuclear reactors built by the American Manhattan Project for plutonium production. However, the designers had made provisions in the design to increase the reactor's reactivity (the number of neutrons per fission that go on to fission other atoms of nuclear fuel). <sup>135</sup>Xe reactor poisoning was a major factor in the Chernobyl disaster. A shutdown or decrease of power of a reactor can result in buildup of <sup>135</sup>Xe, with reactor operation going into a condition known as the iodine pit. Under adverse conditions, relatively high concentrations of radioactive xenon isotopes may emanate from cracked fuel rods, or fissioning of uranium in cooling water.
Isotope ratios of xenon produced in natural nuclear fission reactors at Oklo in Gabon reveal the reactor properties during chain reaction that took place about 2 billion years ago.
### Cosmic processes
Because xenon is a tracer for two parent isotopes, xenon isotope ratios in meteorites are a powerful tool for studying the formation of the Solar System. The iodine–xenon method of dating gives the time elapsed between nucleosynthesis and the condensation of a solid object from the solar nebula. In 1960, physicist John H. Reynolds discovered that certain meteorites contained an isotopic anomaly in the form of an overabundance of xenon-129. He inferred that this was a decay product of radioactive iodine-129. This isotope is produced slowly by cosmic ray spallation and nuclear fission, but is produced in quantity only in supernova explosions.
Because the half-life of <sup>129</sup>I is comparatively short on a cosmological time scale (16 million years), this demonstrated that only a short time had passed between the supernova and the time the meteorites had solidified and trapped the <sup>129</sup>I. These two events (supernova and solidification of gas cloud) were inferred to have happened during the early history of the Solar System, because the <sup>129</sup>I isotope was likely generated shortly before the Solar System was formed, seeding the solar gas cloud with isotopes from a second source. This supernova source may also have caused collapse of the solar gas cloud.
In a similar way, xenon isotopic ratios such as <sup>129</sup>Xe/<sup>130</sup>Xe and <sup>136</sup>Xe/<sup>130</sup>Xe are a powerful tool for understanding planetary differentiation and early outgassing. For example, the atmosphere of Mars shows a xenon abundance similar to that of Earth (0.08 parts per million) but Mars shows a greater abundance of <sup>129</sup>Xe than the Earth or the Sun. Since this isotope is generated by radioactive decay, the result may indicate that Mars lost most of its primordial atmosphere, possibly within the first 100 million years after the planet was formed. In another example, excess <sup>129</sup>Xe found in carbon dioxide well gases from New Mexico is believed to be from the decay of mantle-derived gases from soon after Earth's formation.
## Compounds
After Neil Bartlett's discovery in 1962 that xenon can form chemical compounds, a large number of xenon compounds have been discovered and described. Almost all known xenon compounds contain the electronegative atoms fluorine or oxygen. The chemistry of xenon in each oxidation state is analogous to that of the neighboring element iodine in the immediately lower oxidation state.
### Halides
Three fluorides are known: XeF
<sub>2</sub>, XeF
<sub>4</sub>, and XeF
<sub>6</sub>. XeF is theorized to be unstable. These are the starting points for the synthesis of almost all xenon compounds.
The solid, crystalline difluoride XeF
<sub>2</sub> is formed when a mixture of fluorine and xenon gases is exposed to ultraviolet light. The ultraviolet component of ordinary daylight is sufficient. Long-term heating of XeF
<sub>2</sub> at high temperatures under an NiF
<sub>2</sub> catalyst yields XeF
<sub>6</sub>. Pyrolysis of XeF
<sub>6</sub> in the presence of NaF yields high-purity XeF
<sub>4</sub>.
The xenon fluorides behave as both fluoride acceptors and fluoride donors, forming salts that contain such cations as XeF<sup>+</sup>
and XeF<sup>+</sup>
<sub>3</sub>, and anions such as XeF<sup>−</sup>
<sub>5</sub>, XeF<sup>−</sup>
<sub>7</sub>, and XeF<sup>2−</sup>
<sub>8</sub>. The green, paramagnetic Xe<sup>+</sup>
<sub>2</sub> is formed by the reduction of XeF
<sub>2</sub> by xenon gas.
XeF
<sub>2</sub> also forms coordination complexes with transition metal ions. More than 30 such complexes have been synthesized and characterized.
Whereas the xenon fluorides are well characterized, the other halides are not. Xenon dichloride, formed by the high-frequency irradiation of a mixture of xenon, fluorine, and silicon or carbon tetrachloride, is reported to be an endothermic, colorless, crystalline compound that decomposes into the elements at 80 °C. However, XeCl
<sub>2</sub> may be merely a van der Waals molecule of weakly bound Xe atoms and Cl
<sub>2</sub> molecules and not a real compound. Theoretical calculations indicate that the linear molecule XeCl
<sub>2</sub> is less stable than the van der Waals complex. Xenon tetrachloride and xenon dibromide are more unstable that they cannot be synthesized by chemical reactions. They were created by radioactive decay of <sup>129</sup>
ICl<sup>−</sup>
<sub>4</sub> and <sup>129</sup>
IBr<sup>−</sup>
<sub>2</sub>, respectively.
### Oxides and oxohalides
Three oxides of xenon are known: xenon trioxide (XeO
<sub>3</sub>) and xenon tetroxide (XeO
<sub>4</sub>), both of which are dangerously explosive and powerful oxidizing agents, and xenon dioxide (XeO<sub>2</sub>), which was reported in 2011 with a coordination number of four. XeO<sub>2</sub> forms when xenon tetrafluoride is poured over ice. Its crystal structure may allow it to replace silicon in silicate minerals. The XeOO<sup>+</sup> cation has been identified by infrared spectroscopy in solid argon.
Xenon does not react with oxygen directly; the trioxide is formed by the hydrolysis of XeF
<sub>6</sub>:
XeF
<sub>6</sub> + 3 H
<sub>2</sub>O → XeO
<sub>3</sub> + 6 HF
XeO
<sub>3</sub> is weakly acidic, dissolving in alkali to form unstable xenate salts containing the HXeO<sup>−</sup>
<sub>4</sub> anion. These unstable salts easily disproportionate into xenon gas and perxenate salts, containing the XeO<sup>4−</sup>
<sub>6</sub> anion.
Barium perxenate, when treated with concentrated sulfuric acid, yields gaseous xenon tetroxide:
Ba
<sub>2</sub>XeO
<sub>6</sub> + 2 H
<sub>2</sub>SO
<sub>4</sub> → 2 BaSO
<sub>4</sub> + 2 H
<sub>2</sub>O + XeO
<sub>4</sub>
To prevent decomposition, the xenon tetroxide thus formed is quickly cooled into a pale-yellow solid. It explodes above −35.9 °C into xenon and oxygen gas, but is otherwise stable.
A number of xenon oxyfluorides are known, including XeOF
<sub>2</sub>, XeOF
<sub>4</sub>, XeO
<sub>2</sub>F
<sub>2</sub>, and XeO
<sub>3</sub>F
<sub>2</sub>. XeOF
<sub>2</sub> is formed by reacting OF
<sub>2</sub> with xenon gas at low temperatures. It may also be obtained by partial hydrolysis of XeF
<sub>4</sub>. It disproportionates at −20 °C into XeF
<sub>2</sub> and XeO
<sub>2</sub>F
<sub>2</sub>. XeOF
<sub>4</sub> is formed by the partial hydrolysis of XeF
<sub>6</sub>, or the reaction of XeF
<sub>6</sub> with sodium perxenate, Na
<sub>4</sub>XeO
<sub>6</sub>. The latter reaction also produces a small amount of XeO
<sub>3</sub>F
<sub>2</sub>. XeOF
<sub>4</sub> reacts with CsF to form the XeOF<sup>−</sup>
<sub>5</sub> anion, while XeOF<sub>3</sub> reacts with the alkali metal fluorides KF, RbF and CsF to form the XeOF<sup>−</sup>
<sub>4</sub> anion.
### Other compounds
Xenon can be directly bonded to a less electronegative element than fluorine or oxygen, particularly carbon. Electron-withdrawing groups, such as groups with fluorine substitution, are necessary to stabilize these compounds. Numerous such compounds have been characterized, including:
- C
<sub>6</sub>F
<sub>5</sub>–Xe<sup>+</sup>
–N≡C–CH
<sub>3</sub>, where C<sub>6</sub>F<sub>5</sub> is the pentafluorophenyl group.
- [C
<sub>6</sub>F
<sub>5</sub>]
<sub>2</sub>Xe
- C
<sub>6</sub>F
<sub>5</sub>–Xe–C≡N
- C
<sub>6</sub>F
<sub>5</sub>–Xe–F
- C
<sub>6</sub>F
<sub>5</sub>–Xe–Cl
- C
<sub>2</sub>F
<sub>5</sub>–C≡C–Xe<sup>+</sup>
- [CH
<sub>3</sub>]
<sub>3</sub>C–C≡C–Xe<sup>+</sup>
- C
<sub>6</sub>F
<sub>5</sub>–XeF<sup>+</sup>
<sub>2</sub>
- (C
<sub>6</sub>F
<sub>5</sub>Xe)
<sub>2</sub>Cl<sup>+</sup>
Other compounds containing xenon bonded to a less electronegative element include F–Xe–N(SO
<sub>2</sub>F)
<sub>2</sub> and F–Xe–BF
<sub>2</sub>. The latter is synthesized from dioxygenyl tetrafluoroborate, O
<sub>2</sub>BF
<sub>4</sub>, at −100 °C.
An unusual ion containing xenon is the tetraxenonogold(II) cation, AuXe<sup>2+</sup>
<sub>4</sub>, which contains Xe–Au bonds. This ion occurs in the compound AuXe
<sub>4</sub>(Sb
<sub>2</sub>F
<sub>11</sub>)
<sub>2</sub>, and is remarkable in having direct chemical bonds between two notoriously unreactive atoms, xenon and gold, with xenon acting as a transition metal ligand.
The compound Xe
<sub>2</sub>Sb
<sub>2</sub>F
<sub>11</sub> contains a Xe–Xe bond, the longest element-element bond known (308.71 pm = 3.0871 Å).
In 1995, M. Räsänen and co-workers, scientists at the University of Helsinki in Finland, announced the preparation of xenon dihydride (HXeH), and later xenon hydride-hydroxide (HXeOH), hydroxenoacetylene (HXeCCH), and other Xe-containing molecules. In 2008, Khriachtchev et al. reported the preparation of HXeOXeH by the photolysis of water within a cryogenic xenon matrix. Deuterated molecules, HXeOD and DXeOH, have also been produced.
### Clathrates and excimers
In addition to compounds where xenon forms a chemical bond, xenon can form clathrates—substances where xenon atoms or pairs are trapped by the crystalline lattice of another compound. One example is xenon hydrate (Xe·5+3⁄4H<sub>2</sub>O), where xenon atoms occupy vacancies in a lattice of water molecules. This clathrate has a melting point of 24 °C. The deuterated version of this hydrate has also been produced. Another example is xenon hydride (Xe(H<sub>2</sub>)<sub>8</sub>), in which xenon pairs (dimers) are trapped inside solid hydrogen. Such clathrate hydrates can occur naturally under conditions of high pressure, such as in Lake Vostok underneath the Antarctic ice sheet. Clathrate formation can be used to fractionally distill xenon, argon and krypton.
Xenon can also form endohedral fullerene compounds, where a xenon atom is trapped inside a fullerene molecule. The xenon atom trapped in the fullerene can be observed by <sup>129</sup>Xe nuclear magnetic resonance (NMR) spectroscopy. Through the sensitive chemical shift of the xenon atom to its environment, chemical reactions on the fullerene molecule can be analyzed. These observations are not without caveat, however, because the xenon atom has an electronic influence on the reactivity of the fullerene.
When xenon atoms are in the ground energy state, they repel each other and will not form a bond. When xenon atoms becomes energized, however, they can form an excimer (excited dimer) until the electrons return to the ground state. This entity is formed because the xenon atom tends to complete the outermost electronic shell by adding an electron from a neighboring xenon atom. The typical lifetime of a xenon excimer is 1–5 nanoseconds, and the decay releases photons with wavelengths of about 150 and 173 nm. Xenon can also form excimers with other elements, such as the halogens bromine, chlorine, and fluorine.
## Applications
Although xenon is rare and relatively expensive to extract from the Earth's atmosphere, it has a number of applications.
### Illumination and optics
#### Gas-discharge lamps
Xenon is used in light-emitting devices called xenon flash lamps, used in photographic flashes and stroboscopic lamps; to excite the active medium in lasers which then generate coherent light; and, occasionally, in bactericidal lamps. The first solid-state laser, invented in 1960, was pumped by a xenon flash lamp, and lasers used to power inertial confinement fusion are also pumped by xenon flash lamps.
Continuous, short-arc, high pressure xenon arc lamps have a color temperature closely approximating noon sunlight and are used in solar simulators. That is, the chromaticity of these lamps closely approximates a heated black body radiator at the temperature of the Sun. First introduced in the 1940s, these lamps replaced the shorter-lived carbon arc lamps in movie projectors. They are also employed in typical 35mm, IMAX, and digital film projection systems. They are an excellent source of short wavelength ultraviolet radiation and have intense emissions in the near infrared used in some night vision systems. Xenon is used as a starter gas in metal halide lamps for automotive HID headlights, and high-end "tactical" flashlights.
The individual cells in a plasma display contain a mixture of xenon and neon ionized with electrodes. The interaction of this plasma with the electrodes generates ultraviolet photons, which then excite the phosphor coating on the front of the display.
Xenon is used as a "starter gas" in high pressure sodium lamps. It has the lowest thermal conductivity and lowest ionization potential of all the non-radioactive noble gases. As a noble gas, it does not interfere with the chemical reactions occurring in the operating lamp. The low thermal conductivity minimizes thermal losses in the lamp while in the operating state, and the low ionization potential causes the breakdown voltage of the gas to be relatively low in the cold state, which allows the lamp to be more easily started.
#### Lasers
In 1962, a group of researchers at Bell Laboratories discovered laser action in xenon, and later found that the laser gain was improved by adding helium to the lasing medium. The first excimer laser used a xenon dimer (Xe<sub>2</sub>) energized by a beam of electrons to produce stimulated emission at an ultraviolet wavelength of 176 nm. Xenon chloride and xenon fluoride have also been used in excimer (or, more accurately, exciplex) lasers.
### Medical
#### Anesthesia
Xenon has been used as a general anesthetic, but it is more expensive than conventional anesthetics.
Xenon interacts with many different receptors and ion channels, and like many theoretically multi-modal inhalation anesthetics, these interactions are likely complementary. Xenon is a high-affinity glycine-site NMDA receptor antagonist. However, xenon is different from certain other NMDA receptor antagonists in that it is not neurotoxic and it inhibits the neurotoxicity of ketamine and nitrous oxide (N<sub>2</sub>O), while actually producing neuroprotective effects. Unlike ketamine and nitrous oxide, xenon does not stimulate a dopamine efflux in the nucleus accumbens.
Like nitrous oxide and cyclopropane, xenon activates the two-pore domain potassium channel TREK-1. A related channel TASK-3 also implicated in the actions of inhalation anesthetics is insensitive to xenon. Xenon inhibits nicotinic acetylcholine α4β2 receptors which contribute to spinally mediated analgesia. Xenon is an effective inhibitor of plasma membrane Ca<sup>2+</sup> ATPase. Xenon inhibits Ca<sup>2+</sup> ATPase by binding to a hydrophobic pore within the enzyme and preventing the enzyme from assuming active conformations.
Xenon is a competitive inhibitor of the serotonin 5-HT<sub>3</sub> receptor. While neither anesthetic nor antinociceptive, this reduces anesthesia-emergent nausea and vomiting.
Xenon has a minimum alveolar concentration (MAC) of 72% at age 40, making it 44% more potent than N<sub>2</sub>O as an anesthetic. Thus, it can be used with oxygen in concentrations that have a lower risk of hypoxia. Unlike nitrous oxide, xenon is not a greenhouse gas and is viewed as environmentally friendly. Though recycled in modern systems, xenon vented to the atmosphere is only returning to its original source, without environmental impact.
#### Neuroprotectant
Xenon induces robust cardioprotection and neuroprotection through a variety of mechanisms. Through its influence on Ca<sup>2+</sup>, K<sup>+</sup>, KATP\HIF, and NMDA antagonism, xenon is neuroprotective when administered before, during and after ischemic insults. Xenon is a high affinity antagonist at the NMDA receptor glycine site. Xenon is cardioprotective in ischemia-reperfusion conditions by inducing pharmacologic non-ischemic preconditioning. Xenon is cardioprotective by activating PKC-epsilon and downstream p38-MAPK. Xenon mimics neuronal ischemic preconditioning by activating ATP sensitive potassium channels. Xenon allosterically reduces ATP mediated channel activation inhibition independently of the sulfonylurea receptor1 subunit, increasing KATP open-channel time and frequency.
#### Sports doping
Inhaling a xenon/oxygen mixture activates production of the transcription factor HIF-1-alpha, which may lead to increased production of erythropoietin. The latter hormone is known to increase red blood cell production and athletic performance. Reportedly, doping with xenon inhalation has been used in Russia since 2004 and perhaps earlier. On August 31, 2014, the World Anti Doping Agency (WADA) added xenon (and argon) to the list of prohibited substances and methods, although no reliable doping tests for these gases have yet been developed. In addition, effects of xenon on erythropoietin production in humans have not been demonstrated, so far.
#### Imaging
Gamma emission from the radioisotope <sup>133</sup>Xe of xenon can be used to image the heart, lungs, and brain, for example, by means of single photon emission computed tomography. <sup>133</sup>Xe has also been used to measure blood flow.
Xenon, particularly hyperpolarized <sup>129</sup>Xe, is a useful contrast agent for magnetic resonance imaging (MRI). In the gas phase, it can image cavities in a porous sample, alveoli in lungs, or the flow of gases within the lungs. Because xenon is soluble both in water and in hydrophobic solvents, it can image various soft living tissues.
Xenon-129 is currently being used as a visualization agent in MRI scans. When a patient inhales hyperpolarized xenon-129 ventilation and gas exchange in the lungs can be imaged and quantified. Unlike xenon-133, xenon-129 is non-ionizing and is safe to be inhaled with no adverse effects.
#### Surgery
The xenon chloride excimer laser has certain dermatological uses.
### NMR spectroscopy
Because of the xenon atom's large, flexible outer electron shell, the NMR spectrum changes in response to surrounding conditions and can be used to monitor the surrounding chemical circumstances. For instance, xenon dissolved in water, xenon dissolved in hydrophobic solvent, and xenon associated with certain proteins can be distinguished by NMR.
Hyperpolarized xenon can be used by surface chemists. Normally, it is difficult to characterize surfaces with NMR because signals from a surface are overwhelmed by signals from the atomic nuclei in the bulk of the sample, which are much more numerous than surface nuclei. However, nuclear spins on solid surfaces can be selectively polarized by transferring spin polarization to them from hyperpolarized xenon gas. This makes the surface signals strong enough to measure and distinguish from bulk signals.
### Other
In nuclear energy studies, xenon is used in bubble chambers, probes, and in other areas where a high molecular weight and inert chemistry is desirable. A by-product of nuclear weapon testing is the release of radioactive xenon-133 and xenon-135. These isotopes are monitored to ensure compliance with nuclear test ban treaties, and to confirm nuclear tests by states such as North Korea.
Liquid xenon is used in calorimeters to measure gamma rays, and as a detector of hypothetical weakly interacting massive particles, or WIMPs. When a WIMP collides with a xenon nucleus, theory predicts it will impart enough energy to cause ionization and scintillation. Liquid xenon is useful for these experiments because its density makes dark matter interaction more likely and it permits a quiet detector through self-shielding.
Xenon is the preferred propellant for ion propulsion of spacecraft because it has low ionization potential per atomic weight and can be stored as a liquid at near room temperature (under high pressure), yet easily evaporated to feed the engine. Xenon is inert, environmentally friendly, and less corrosive to an ion engine than other fuels such as mercury or caesium. Xenon was first used for satellite ion engines during the 1970s. It was later employed as a propellant for JPL's Deep Space 1 probe, Europe's SMART-1 spacecraft and for the three ion propulsion engines on NASA's Dawn Spacecraft.
Chemically, the perxenate compounds are used as oxidizing agents in analytical chemistry. Xenon difluoride is used as an etchant for silicon, particularly in the production of microelectromechanical systems (MEMS). The anticancer drug 5-fluorouracil can be produced by reacting xenon difluoride with uracil. Xenon is also used in protein crystallography. Applied at pressures from 0.5 to 5 MPa (5 to 50 atm) to a protein crystal, xenon atoms bind in predominantly hydrophobic cavities, often creating a high-quality, isomorphous, heavy-atom derivative that can be used for solving the phase problem.
## Precautions
Xenon gas can be safely kept in normal sealed glass or metal containers at standard temperature and pressure. However, it readily dissolves in most plastics and rubber, and will gradually escape from a container sealed with such materials. Xenon is non-toxic, although it does dissolve in blood and belongs to a select group of substances that penetrate the blood–brain barrier, causing mild to full surgical anesthesia when inhaled in high concentrations with oxygen.
The speed of sound in xenon gas (169 m/s) is less than that in air because the average velocity of the heavy xenon atoms is less than that of nitrogen and oxygen molecules in air. Hence, xenon vibrates more slowly in the vocal cords when exhaled and produces lowered voice tones (low-frequency-enhanced sounds, but the fundamental frequency or pitch does not change), an effect opposite to the high-toned voice produced in helium. Specifically, when the vocal tract is filled with xenon gas, its natural resonant frequency becomes lower than when it is filled with air. Thus, the low frequencies of the sound wave produced by the same direct vibration of the vocal cords would be enhanced, resulting in a change of the timbre of the sound amplified by the vocal tract. Like helium, xenon does not satisfy the body's need for oxygen, and it is both a simple asphyxiant and an anesthetic more powerful than nitrous oxide; consequently, and because xenon is expensive, many universities have prohibited the voice stunt as a general chemistry demonstration. The gas sulfur hexafluoride is similar to xenon in molecular weight (146 versus 131), less expensive, and though an asphyxiant, not toxic or anesthetic; it is often substituted in these demonstrations.
Dense gases such as xenon and sulfur hexafluoride can be breathed safely when mixed with at least 20% oxygen. Xenon at 80% concentration along with 20% oxygen rapidly produces the unconsciousness of general anesthesia. Breathing mixes gases of different densities very effectively and rapidly so that heavier gases are purged along with the oxygen, and do not accumulate at the bottom of the lungs. There is, however, a danger associated with any heavy gas in large quantities: it may sit invisibly in a container, and a person who enters an area filled with an odorless, colorless gas may be asphyxiated without warning. Xenon is rarely used in large enough quantities for this to be a concern, though the potential for danger exists any time a tank or container of xenon is kept in an unventilated space.
Water-soluble xenon compounds such as monosodium xenate are moderately toxic, but have a very short half-life of the body – intravenously injected xenate is reduced to elemental xenon in about a minute.
## See also
- Buoyant levitation
- Noble gases
- Penning mixture |
1,269,814 | Japanese aircraft carrier Jun'yō | 1,080,694,586 | Hiyō-class aircraft carrier | [
"1941 ships",
"Hiyō-class aircraft carriers",
"Maritime incidents in December 1944",
"Ships built by Mitsubishi Heavy Industries",
"Ships of the Aleutian Islands campaign",
"World War II aircraft carriers of Japan"
]
| Jun'yō (隼鷹, "Peregrine Falcon") was a Hiyō-class aircraft carrier of the Imperial Japanese Navy (IJN). She was laid down as the passenger liner Kashiwara Maru (橿原丸), but was purchased by the IJN in 1941 while still under construction and converted into an aircraft carrier. Completed in May 1942, the ship participated in the Aleutian Islands Campaign the following month and in several battles during the Guadalcanal Campaign later in the year. Her aircraft were used from land bases during several battles in the New Guinea and Solomon Islands Campaigns.
Jun'yō was torpedoed in November 1943 and spent three months under repair. She was damaged by several bombs during the Battle of the Philippine Sea in mid-1944, but quickly returned to service. Lacking aircraft, she was used as a transport in late 1944 and was torpedoed again in December. Jun'yō was under repair until March 1945, when work was cancelled as uneconomical. She was then effectively hulked for the rest of the war. After the surrender of Japan in September, the Americans also decided that she was not worth the cost to make her serviceable for use as a repatriation ship, and she was broken up in 1946–1947.
## Design and description
The ship was ordered in late 1938 as the fast luxury passenger liner Kashiwara Maru by Nippon Yusen Kaisha (the Japan Mail Steamship Company). In exchange for a 60 percent subsidy of her building costs by the Navy Ministry, she was designed to be converted to an auxiliary aircraft carrier, one of 10 such ships subsidized by the IJN.
Jun'yō had an overall length of 219.32 meters (719 ft 7 in), a beam of 26.7 meters (87 ft 7 in) and a draft of 8.15 meters (26 ft 9 in). She displaced 24,150 metric tons (23,770 long tons) at standard load. Her crew ranged from 1,187 to 1,224 officers and men. The ship was fitted with two Mitsubishi-Curtis geared steam turbine sets with a total of 56,250 shaft horsepower (41,950 kW), each driving one propeller shaft, using steam provided by six Mitsubishi three-drum water-tube boilers. Jun'yō had a designed speed of 25.5 knots (47.2 km/h; 29.3 mph), but reached 26 knots (48 km/h; 30 mph) during her sea trials. The ship carried 4,100 metric tons (4,000 long tons) of fuel oil, which gave her a range of 12,251 nautical miles (22,689 km; 14,098 mi) at 18 knots (33 km/h; 21 mph).
### Flight deck arrangements
Jun'yō's flight deck was 210.3 meters (690 ft 0 in) long and had a maximum width of 27.3 meters (89 ft 7 in). The ship was designed with two superimposed hangars, each approximately 153 meters (502 ft 0 in) long, 15 meters (49 ft 3 in) wide and 5 meters (16 ft 5 in) high. Each hangar could be subdivided by four fire curtains and they were fitted with fire fighting foam dispensers on each side. The hangars were served by two aircraft elevators.
The ship's air group was originally intended to consist of 12 Mitsubishi A5M ("Claude") fighters, plus 4 in storage, 18 Aichi D3A "Val" dive bombers, plus 2 in reserve, and 18 Nakajima B5N "Kate" torpedo bombers. This was revised to substitute a dozen Mitsubishi A6M Zero fighters, together with 3 more in storage, for the A5Ms by the time the ship commissioned in 1942. As a result of the lessons learned from the Battle of Midway in June, the ship's fighter complement was strengthened to 21 Zeros, and the B5Ns were reduced to 9. By the end of the year, 6 more Zeros replaced an equal number of D3As, giving totals of 27 A6Ms, 12 D3As and 9 B5Ns. Although it was possible to fit all these aircraft into the hangars, 8 or 9 were usually stored on the flight deck to reduce cramping below decks.
### Armor, armament and sensors
As a conversion from an ocean liner, the ship could not support much armor, although it had a double bottom. Two plates of Ducol steel, each 25 mm (0.98 in) thick, protected the sides of the ship's machinery spaces. The ship's aviation gasoline tanks and magazines were protected by one layer of Ducol steel. Her machinery spaces were further subdivided by transverse and longitudinal bulkheads to limit any flooding.
The ship's primary armament consisted of a dozen 40-caliber 12.7 cm (5.0 in) Type 89 anti-aircraft (AA) guns in six twin-gun mounts on sponsons along the sides of the hull. Jun'yō was also initially equipped with eight triple mounts for 25 mm Type 96 light AA guns alongside the flight deck. In mid-1943, four more triple mounts were added and another four triple mounts in late 1943 and early 1944. Two of these last four mounts were mounted on the stern and the others were placed in front of and behind the island. A dozen single mounts were also added, some of which were portable and could be mounted on the flight deck. After the Battle of the Philippine Sea in June 1944, the ship's anti-aircraft armament was reinforced with three more triple mounts, two twin mounts and eighteen single mounts for the 25 mm Type 96 gun. These guns were supplemented by six 28-round AA rocket launchers. In October 1944, Jun'yō had a total of 91 Type 96 guns: 57 in nineteen triple mounts, 4 in two twin mounts, and 30 single mounts.
Two Type 94 high-angle fire-control directors, one on each side of the ship, were fitted to control the Type 89 guns. Each director mounted a 4.5-meter (14 ft 9 in) rangefinder. When Jun'yō was first commissioned only the rangefinders were fitted and the directors were added later. Four Type 95 directors controlled the 25 mm guns and another pair were added in early 1943. Early warning was provided by two Type 2, Mark 2, Model 1 early-warning radars. The first of these was mounted on the top of the island in July 1942, shortly after she was completed, and the other was added later in the year on the port side of the hull, outboard of the rear elevator. A smaller Type 3, Mark 1, Model 3 early-warning radar was added in 1944.
## Career
Jun'yō's keel was laid down by Mitsubishi on Slipway No. 3 at their shipyard in Nagasaki on 20 March 1939. She was yard number 900 and had the name Kashiwara Maru at that time. The ship was purchased on 10 February 1941 by the Navy Ministry and she was temporarily referred to as No. 1001 Ship (Dai 1001 bankan) to keep her conversion secret. She was launched on 26 June 1941 and commissioned on 3 May 1942 as Jun'yō.
Upon commissioning, the ship was assigned to the Fourth Carrier Division of the 1st Air Fleet, together with Ryūjō, under the command of Rear Admiral Kakuji Kakuta. She was tasked to support Operation AL, an attack planned to seize several Aleutian Islands to provide advance warning in case of an American attack from the Aleutians down the Kurile Islands while the main body of the American fleet was occupied defending Midway. Jun'yō carried 18 A6M2 Zeros and 18 D3As for this operation. At dawn on 3 June, she launched 9 Zeros and a dozen D3As to attack Dutch Harbor on Unalaska Island. They had to turn back due to bad weather, although an American PBY Catalina reconnaissance aircraft was shot down by a Zero. A second airstrike was launched later in the day to attack a group of destroyers discovered by aircraft from the first attack, but they failed to find the targets. Another airstrike was launched on the following day by the two carriers that consisted of 15 Zeros, 11 D3As, and 6 B5Ns and successfully bombed Dutch Harbor. As the aircraft from Jun'yō were regrouping after the attack, they were attacked by 8 Curtiss P-40 fighters that shot down 2 Zeros and a pair of D3As while losing 2 of their own. Another D3A got lost and failed to make it back to the carrier. Shortly after the aircraft were launched, the Americans attacked the carriers, but failed to inflict any damage. A Martin B-26 Marauder bomber and a PBY were shot down by Zeros, and a Boeing B-17 Flying Fortress bomber was shot down by flak during the attack.
Jun'yō had initially been designated as an auxiliary aircraft carrier (Tokusetsu kokubokan), but following the loss of four Japanese fleet carriers in the Battle of Midway, she was redesignated as a regular carrier (Kokubokan) in July. Captain Okada Tametsugu assumed command on 20 July 1942. Upon arrival at Truk on 9 October, together with her sister ship Hiyō, the ship was assigned to the Second Carrier Division to begin operations against American forces in the Guadalcanal area as part of the 3rd Fleet.
On the night of 16 October, the two carriers were ordered to attack the American transports off Lunga Point, Guadalcanal and they moved south to their launching point 180 miles (290 km) north of Lunga. At 05:15 each ship launched nine each A6M Zeros and B5Ns (one of Jun'yō's B5Ns was forced to turn back with mechanical problems) which reached the target and discovered two destroyers bombarding Japanese supply dumps on Guadalcanal around 07:20. Hiyō's aircraft attacked Aaron Ward seven minutes later without effect, although the American ship shot down one B5N and damaged another which was forced to make a crash landing. Jun'yō's eight B5Ns engaged Lardner and also failed to hit their target, not least because they were attacked by Marine Grumman F4F Wildcat fighters at 07:32. The Marine pilots shot down three B5Ns on their first pass and severely damaged another pair which were also forced to crash land. They then shot down the three remaining bombers after they missed Lardner. The defending Zeros were only able to shoot down one Wildcat at the cost of one of Hiyō's fighters forced to crash land, although they claimed to have shot down thirteen Marine fighters. Hiyō was forced to depart the area after a fire reduced her top speed to 16 knots (30 km/h; 18 mph) and transferred three Zeros, one D3A and five B5Ns before she left. Rear Admiral Kakuji Kakuta, commander of the Second Carrier Division, also transferred and hoisted his flag aboard Jun'yō.
In late October 1942, during the Guadalcanal Campaign, Jun'yō took part in the Battle of the Santa Cruz Islands. At this time, her air group consisted of eighteen Zeros, eighteen D3As and nine B5Ns. At 05:00 on 26 October 1942, she had launched fourteen Zeros and a few D3As to land at Henderson Field on Guadalcanal, which had been falsely reported by the Imperial Japanese Army as in their hands, but they were greeted by Marine Grumman F4F Wildcats and all were shot down. At 09:30, Jun'yō launched another air strike that attacked the carrier Enterprise, the battleship South Dakota and the light cruiser San Juan, scoring hits on the latter two, but inflicting little substantial damage. Three D3As and a B5N were shot down by returning Douglas SBD Dauntless dive bombers. Kakuta ordered another air strike to be launched at 14:15, using six B5Ns from the damaged Shōkaku and nine D3As from both carriers. Shortly afterwards, more aircraft were launched to attack the American ships, including six B5Ns and six D3As escorted by half a dozen Zeros. All of these aircraft attacked the carrier Hornet, which had been badly damaged by the attacks earlier in the day. American damage control measures had been partially successful, but one torpedo hit by a B5N from Shōkaku increased her list from 7.5° to 14.5° and near-misses by the dive bombers started enough seams in her plating that her list increased to 18°. The Americans finally ordered the ship abandoned and the last wave of dive bombers hit Hornet twice more, but inflicted little further damage.
In mid-November 1942, Jun'yō was tasked to provide air cover for the convoy bringing reinforcements for the Japanese forces on Guadalcanal during the three-day-long Naval Battle of Guadalcanal. The ship had twenty-seven A6M3 Zeros, a dozen D3A2s and nine B5N2s for this task. Six of her Zeros were on Combat Air Patrol when the convoy was discovered by two SBDs from Enterprise and shot down one dive bomber after it had made its spot report. They were unable to protect the convoy against further attacks by aircraft based at Henderson Field; seven transports were sunk and the remaining four transports were damaged before the end of the day. That afternoon, Enterprise had been discovered by a searching B5N and Jun'yō launched an air strike with her remaining aircraft, but they failed to locate the American carrier. In December 1942 and January 1943, the carrier covered several convoys that brought reinforcements to Wewak, New Guinea, and her air group protected the forces there for several days before returning to Truk on 20 January. The ship then covered the evacuation from Guadalcanal through early February.
Jun'yō briefly returned to Japan in February before she sailed for Truk on 22 March together with Hiyō. Her air group was detached to Rabaul on 2 April to participate in Operation I-Go, a land-based aerial offensive against Allied bases in the Solomon Islands and New Guinea. Before returning to Truk in the middle of the month, Jun'yō's aircraft claimed to have shot down sixteen American aircraft for the loss of seven A6Ms and two D3As, and they sank the destroyer Aaron Ward. The ship's air group was deployed to Buin, Papua New Guinea, on 2 July in response to the American attack on Rendova Island on 30 June. Her fighters claimed 37 victories for the loss of nine aircraft before disbanding on 1 September. Leaving her aircraft behind, the carrier returned to Japan in late July.
Jun'yō ferried aircraft to Sumatra in mid-August and troops and equipment to the Caroline Islands in September and October. En route from Truk to Kure on 5 November 1943, Jun'yō was hit off Bungo Suidō by a torpedo from the submarine Halibut. Four men were killed, but the damage was light, other than the disabled rudder. The ship was under repair and refit until 29 February 1944 at Kure. Meanwhile, her air group had been reconstituted at Singapore on 1 November with 24 Zeros, 18 D3As and 9 B5Ns. The aircraft transferred to Truk on 1 December and then to Kavieng at the end of December before reaching Rabaul on 25 January 1944. Her fighters claimed 40 Allied aircraft shot down and another 30 probably destroyed, but the air group was virtually annihilated. The survivors were back at Truk on 20 February and the air group was disbanded.
In the meantime, the Japanese Navy had restructured its carrier air groups so that one air group was assigned to one carrier division, and the 652nd Naval Air Group was assigned to the 2nd Carrier Division with Hiyō, Jun'yō and Ryūhō on 1 March. The air group was last in priority to be rebuilt and only had 30 Model 21 Zeros, 13 Model 52 Zeros and four D3As on hand on 1 April of its authorized 81 fighters, 36 dive bombers and 27 torpedo bombers. The ship conducted training for her aircraft in the Inland Sea until 11 May, when she sailed for Tawi-Tawi in the Philippines. The new base was closer to the oil wells in Borneo on which the Navy relied and also to the Palau and western Caroline Islands, where the Japanese expected the next American attack. However, the location lacked an airfield on which to train the green pilots, and American submarine activity restricted the ships to the anchorage.
### Battle of the Philippine Sea
The Japanese fleet was en route to Guimares Island in the central Philippines on 13 June, where they intended to practice carrier operations in an area better protected from submarines, when Vice Admiral Jisaburō Ozawa learned of the American attack on the Mariana Islands the previous day. Upon reaching Guimares, the fleet refuelled and sortied into the Philippine Sea, where they spotted Task Force 58 on 18 June. The Americans failed to locate Ozawa's ships that day and the Japanese turned south to maintain a constant distance between them and the American carriers as Ozawa had decided on launching his air strikes early the following morning. At this time, the 652nd Naval Air Group consisted of 81 Zeros, 27 D3As, 9 Yokosuka D4Y "Judy" dive bombers and 18 Nakajima B6N "Jill" torpedo bombers, roughly evenly divided among the three ships. The three carriers began launching their first air strike of 26 bomb-carrying A6M2 Zeros, 16 A6M5 Zeros to escort the other aircraft and 7 B6Ns at about 09:30. Most of these aircraft were misdirected and failed to find any American ships, although a dozen persisted in their search and found one of the American task groups. A B6N, 5 bomb-carrying Zeros and an escorting Zero were shot down by the defending fighters and no damage was inflicted on any American ships.
A second air strike of 27 D3As, 9 D4Ys, 2 B6Ns and 26 escorting Zeros was launched around 11:00, accompanied by at least 18 A6Ms and B6Ns from Shōkaku and Zuikaku. They had also been given an erroneous spot report and could not find any American ships. The 652nd aircraft headed for airfield at Rota and Guam to refuel while those from the other two carriers returned to them. A pair of Zeros and 6 D4Ys bound for Rota spotted the carriers Wasp and Bunker Hill en route, but failed to inflict any damage on the American ships while losing 5 D4Ys to anti-aircraft fire. Radar had spotted those aircraft headed for Guam and they were intercepted by 41 Grumman F6F Hellcats. Only a single A6M5, 1 D4Y and 7 D3As of the 49 Japanese aircraft survived the encounter and landed.
At dusk, the Japanese turned away to the northwest to regroup and to refuel and the Americans turned west to close the distance. They discovered the retiring Japanese fleet during the afternoon of the following day and Vice Admiral Marc Mitscher ordered an air strike launched. They found the ships of the Second Carrier Division and hit Jun'yō with two bombs near her island. The ship was not badly damaged, but flight operations had to be suspended. The 652nd Naval Air Group claimed seven American aircraft shot down and four more probably shot down, but lost eleven Zeros, plus another three that had to ditch. The air group was disbanded on 10 July with many of its remaining personnel being assigned to Air Group 653.
After repairs at Kure, Jun'yō remained in the Inland Sea without aircraft until 27 October, when she was tasked to transport material to Borneo. On 3 November, she was attacked by the submarine Pintado near Makung, but her escorting destroyer, Akikaze, deliberately intercepted the torpedoes and sank with no survivors. On her return voyage, the ship was unsuccessfully attacked by the submarines Barb and Jallao. On 25 November, she sailed for Manila via Makung to rendezvous with the battleship Haruna and the destroyers Suzutsuki, Fuyutsuki, and Maki. Having loaded 200 survivors of the battleship Musashi, Jun'yō was attacked by the submarines Sea Devil, Plaice and Redfish early in the morning of 9 December 1944. She was hit by three torpedoes that flooded several compartments and killed 19 men. These gave her a 10°–12° list to starboard, but she was able to proceed on one engine. She reached Sasebo the following day and began repairs on 18 December.
The repairs were abandoned in March 1945 for lack of materials and the ship was moved from the dock to Ebisu Bay, Sasebo, on 1 April. Efforts to camouflage the ship began on 23 April and she was reclassified as a guard ship on 20 June. Jun'yō's armament was ordered removed on 5 August and the ship was surrendered to the Allies on 2 September. An American technical team evaluated the ship's condition on 8 October and deemed her a constructive total loss. Jun'yō was stricken from the Navy List on 30 November and scrapped between 1 June 1946 and 1 August 1947 by the Sasebo Ship Company. |
2,164,263 | Runaway Scrape | 1,171,044,850 | Evacuations of Texian civilians during the Texas Revolution | [
"1830s in Texas",
"1836 in the Republic of Texas",
"1837 in the Republic of Texas",
"Conflicts in 1836",
"Conflicts in 1837",
"Mexican Texas",
"Republic of Texas",
"Sam Houston",
"Texas Revolution",
"Wars fought in Texas"
]
| The Runaway Scrape events took place mainly between September 1835 and April 1836 and were the evacuations by Texas residents fleeing the Mexican Army of Operations during the Texas Revolution, from the Battle of the Alamo through the decisive Battle of San Jacinto. The ad interim government of the new Republic of Texas and much of the civilian population fled eastward ahead of the Mexican forces. The conflict arose after Antonio López de Santa Anna abrogated the 1824 Constitution of Mexico and established martial law in Coahuila y Tejas. The Texians resisted and declared their independence. It was Sam Houston's responsibility, as the appointed commander-in-chief of the Provisional Army of Texas (before such an army actually existed), to recruit and train a military force to defend the population against troops led by Santa Anna.
Residents on the Gulf Coast and at San Antonio de Béxar began evacuating in January upon learning of the Mexican army's troop movements into their area, an event that was ultimately replayed across Texas. During early skirmishes, some Texian soldiers surrendered, believing that they would become prisoners of war — but Santa Anna demanded their executions. The news of the Battle of the Alamo and the Goliad massacre instilled fear in the population and resulted in the mass exodus of the civilian population of Gonzales, where the opening battle of the Texian revolution had begun and where, only days before the fall of the Alamo, they had sent a militia to reinforce the defenders at the mission. The civilian refugees were accompanied by the newly forming provisional army, as Houston bought time to train soldiers and create a military structure that could oppose Santa Anna's greater forces. Houston's actions were viewed as cowardice by the ad interim government, as well as by some of his own troops. As he and the refugees from Gonzales escaped first to the Colorado River and then to the Brazos, evacuees from other areas trickled in and new militia groups arrived to join with Houston's force.
The towns of Gonzales, Beason’s Crossing (present day Columbus) and San Felipe de Austin were burned to keep them out of the hands of the Mexican army. Santa Anna was intent on executing members of the Republic's interim government, who fled from Washington-on-the-Brazos to Groce's Landing to Harrisburgh and New Washington. The government officials eventually escaped to Galveston Island, and Santa Anna burned the towns of Harrisburgh and New Washington when he failed to find them. Approximately 5,000 terrified residents of New Washington fled from the Mexican army. After a little over a month of training the troops, Houston reached a crossroads where he ordered some of them to escort the fleeing refugees farther east while he took the main army southeast to engage the Mexican army. The subsequent Battle of San Jacinto resulted in the surrender of Santa Anna and the signing of the Treaties of Velasco.
## Prelude
### Changes in Mexico: 1834 – 1835
In 1834, Mexican President Antonio López de Santa Anna shifted from a federalist political ideology to creating a centralist government and revoked the country's constitution of 1824. That constitution had established Coahuila y Tejas as a new Mexican state and had provided for each state in Mexico to create its own local-level constitution. After eliminating state-level governments, Santa Anna had in effect created a dictatorship, and he put Coahuila y Tejas under the military rule of General Martín Perfecto de Cos. When Santa Anna made Miguel Barragán temporary president, he also had Barragán install him as head of the Mexican Army of Operations. Intending to put down all rebellion in Coahuila y Tejas, he began amassing his army on November 28, 1835, soon followed by General Joaquín Ramírez y Sesma leading the Vanguard of the Advance across the Rio Grande in December.
### Temporary governments in Texas: November 1835 – March 1836
Stephen F. Austin was commander of the existing unpaid volunteer Texian army, and at his urging the Consultation of 1835 convened in San Felipe de Austin on November 3 of that year. Their creation of a provisional government based on the 1824 constitution established the General Council as a legislative body with each municipality allotted one representative. Henry Smith was elected governor without any clearly defined powers of the position. Sam Houston was in attendance as the elected representative from Nacogdoches, who also served as commander of the Nacogdoches militia. Edward Burleson replaced Austin as commander of the volunteer army on December 1.
On December 10, the General Council called new elections to choose delegates to determine the fate of the region. The Consultation approved the creation of the Provisional Army of Texas, a paid force of 2,500 troops. Houston was named commander-in-chief of the new army and issued a recruitment proclamation on December 12. The volunteer army under Burleson disbanded on December 20.
Harrisburgh was designated the seat of a deeply divided provisional government on December 30. Most of the General Council wanted to remain part of Mexico, but with the restoration of the 1824 constitution. Governor Smith supported the opposing faction who advocated for complete independence. Smith dissolved the General Council on January 10, 1836, but it was unclear if he had the power to do that. He was impeached on January 11. The power struggle effectively shut down the government.
The Convention of 1836 met at Washington-on-the-Brazos on March 1. The following day, the 59 delegates created the Republic of Texas by affixing their signatures to the Texas Declaration of Independence. Houston's military authority was expanded on March 4 to include "the land forces of the Texian army both Regular, Volunteer, and Militia." The delegates elected the Republic's ad interim government on March 16, with David G. Burnet as president, Lorenzo de Zavala as vice president, Samuel P. Carson as secretary of state, Thomas Jefferson Rusk as secretary of war, Bailey Hardeman as secretary of the treasury, Robert Potter as secretary of the navy, and David Thomas as attorney general.
## Battle of Gonzales: October 2, 1835
The Battle of Gonzales was the onset of a chain of events that led to what is known as the Runaway Scrape. The confrontation began in September 1835, when the Mexican government attempted to reclaim a bronze cannon that it had provided to Gonzales in 1831 to protect the town against Indian attacks. The first attempt by Corporal Casimiro De León resulted in De León's detachment being taken prisoners, and the cannon being buried in a peach orchard. James C. Neill, a veteran who had served at the Battle of Horseshoe Bend under Andrew Jackson, was put in charge of the artillery after it was later dug up and wheel mounted. When Lieutenant Francisco de Castañeda arrived accompanied by 100 soldiers and made a second attempt at repossessing the cannon, Texians dared the Mexicans to "come and take it". John Henry Moore led 150 Texian militia on October 2 in successfully repelling the Mexican troops. A "Come and Take It" flag was later fashioned by the women of Gonzales. The cannon was moved to San Antonio de Béxar and became one of the artillery pieces used by the defenders of the Alamo.
The immediate result of the Texian victory at Gonzales was that two days later the number of volunteers had swelled to over 300, and they were determined to drive the Mexican army out of Texas. Simultaneously, a company of volunteers under George M. Collinsworth captured the Presidio La Bahía from the Mexicans on October 9 at the Battle of Goliad. The Mexican government's response to the unrest in Texas was an October 30 authorization of war. On the banks of the Nueces River 3 miles (4.8 km) from San Patricio on November 4 during the Battle of Lipantitlán, volunteers under Ira Westover captured the fort from Mexican troops.
## Béxar: 1835–1836
### Siege of Béxar and its aftermath: October 1835 – February 1836
By October 9, Cos had taken over San Antonio de Béxar. Stephen F. Austin sent an advance scout troop of 90 men under James Bowie and James Fannin to observe the Mexican forces. While taking refuge at Mission Concepción on October 28, they repelled an attack by 275 Mexicans under Domingo Ugartechea. Austin continued to send troops to Béxar. Bowie was ordered on November 26 to attack a Mexican supply train allegedly carrying a payroll. The resulting skirmish became known as the Grass Fight, after it was discovered that the only cargo was grass to feed the horses. When Austin was selected to join Branch T. Archer and William H. Wharton on a diplomatic mission to seek international recognition and support, Edward Burleson was named as commander. On December 5, James C. Neill began distracting Cos by firing artillery directly at the Alamo, while Benjamin Milam and Frank W. Johnson led several hundred volunteers in a surprise attack. The fighting at the siege of Béxar continued until December 9 when Cos sent word he wanted to surrender. Cos and his men were sent back to Mexico but later united with Santa Anna's forces.
Approximately 300 of the Texian garrison at Béxar departed on December 30 to join Johnson and James Grant on the Matamoros Expedition, in a planned attack to seize the port for its financial resources. Proponents of this campaign were hoping Mexican Federalists would oust Santa Anna and restore the 1824 constitution. When Sesma crossed the Rio Grande, residents of the Gulf Coast began fleeing the area in January 1836. On February 16, Santa Anna ordered General José de Urrea to secure the Gulf Coast. About 160 miles (260 km) north of Matamoros at San Patricio, Urrea's troops ambushed Johnson and members of the expedition on February 27 at the Battle of San Patricio. In the skirmish, 16 Texians were killed, 6 escaped, and 21 were taken prisoner. Urrea's troops then turned southwest by some 26 miles (42 km) to Agua Dulce Creek and on March 2 attacked a group of the expedition led by Grant, killing all but 11, six of whom were taken prisoner. Five of the men escaped the Battle of Agua Dulce and joined Fannin who wanted to increase the defense force at Goliad.
### The Alamo: February 1836
Neill was promoted to lieutenant colonel during his participation in the siege of Béxar, and 10 days later Houston placed him in charge of the Texian garrison in the city. In January residents had begun evacuating ahead of Santa Anna's approaching forces. Neill pleaded with Houston for replenishment of troops, supplies and weaponry. The departure of Texians who joined the Matamoros Expedition had left Neill with only about 100 men. At that point Houston viewed Béxar as a military liability and did not want Santa Anna's advancing army gaining control of any remaining soldiers or artillery. He dispatched Bowie with instructions to remove the artillery, have the defenders abandon the Alamo mission and destroy it. Upon his January 19 arrival and subsequent discussions with Neill, Bowie decided the mission was the right place to stop the Mexican army in its tracks. He stayed and began to help Neill prepare for the coming attack. Lieutenant Colonel William B. Travis arrived with reinforcements on February 3. When Neill was given leave to attend to family matters on February 11, Travis assumed command of the mission, and three days later he and Bowie agreed to a joint command. Santa Anna crossed the Rio Grande on February 16, and the Mexican army's assault on the Alamo began February 23. Captain Juan Seguín left the mission on February 25, carrying a letter from Travis to Fannin at Goliad requesting more reinforcements. Santa Anna extended an offer of amnesty to Tejanos inside the fortress; a non-combatant survivor, Enrique Esparza, said that most Tejanos left when Bowie advised them to take the offer. In response to Travis' February 24 letter To the People of Texas, 32 militia volunteers formed the Gonzales Ranging Company of Mounted Volunteers and arrived at the Alamo on February 29.
> If you execute your enemies, it saves you the trouble of having to forgive them.
## Fall of the Alamo, and the runaway flight: March – April 1836
### Houston begins forming his army
As the closest settlement to San Antonio de Béxar, Gonzales was the rallying point for volunteers who responded to both the Travis letter from the Alamo and Houston's recruitment pleas. Recently formed groups came from Austin and Washington counties and from the Colorado River area. Volunteers from Brazoria, Fort Bend and Matagorda counties organized after arriving in Gonzales. The Kentucky Rifle company under Newport, Kentucky, business man Sidney Sherman had been aided by funding from Cincinnati, Ohio, residents.
Alamo commandant Neill was in Gonzales purchasing supplies and recruiting reinforcements on March 6, unaware that the Alamo had fallen to Mexican forces that morning. When Seguin learned en route that Fannin would be unable to reach the Alamo in time, he immediately began mustering an all-Tejano company of scouts. His men combined with Lieutenant William Smith's and volunteered to accompany Neill's recruits. They encountered the Mexican army 18 miles (29 km) from the Alamo on March 7, and Neill's men turned back while the Seguin-Smith scouts moved forward. As the scouts neared the Alamo, they heard only silence. Andrew Barcena and Anselmo Bergara from Seguin's other detachment inside the Alamo showed up in Gonzales on March 11, telling of their escape and delivering news of the March 6 slaughter. Their stories were discounted; Houston, who had arrived that same day, denounced them as Mexican spies.
Smith and Seguin confirmed the fate of the Alamo upon their return. Houston dispatched orders to Fannin to abandon Goliad, blow up the Presidio La Bahía fortress, and retreat to Victoria, but Fannin delayed acting on those orders. Believing the approach of Urrea's troops brought a greater urgency to local civilians, he sent 29 men under Captain Amon B. King to help evacuate nearby Refugio.
Houston promptly began organizing the troops at Gonzales into the First Regiment under Burleson who had arrived as part of the Mina volunteers. A second regiment would later be formed when the army grew large enough. As others began to arrive, individual volunteers not already in another company were put under Captain William Hestor Patton. Houston had 374 volunteers and their commanders in Gonzales on March 12.
Santa Anna sent Susanna Dickinson with her infant daughter Angelina, Travis' slave Joe, and Mexican Colonel Juan Almonte's cook Ben to Gonzales, with dispatches written in English by Almonte to spread the news of the fall of the Alamo. Scouts Deaf Smith, Henry Karnes and Robert Eden Handy encountered the survivors 20 miles (32 km) outside of Gonzales on March 13. When Karnes returned with the news, 25 volunteers deserted. Wailing filled the air when Dickinson and the others reached the town with their first-hand accounts.
> There was not a soul left among the citizens of Gonzales who had not lost a father, husband, brother or son ... That terrible massacre had, for a time, struck terror into every heart.
Although civilian evacuations had begun in January for the Gulf Coast and San Antonio de Béxar, the Texian military was either on the offensive or standing firm until the smaller Gulf Coast skirmishes happened in February. Houston was now facing a choice of whether to retreat to a safe place to train his new army, or to meet the enemy head-on immediately. He was wary of trying to defend a fixed position – the debacle at the Alamo had shown that the new Texian government was unable to provide sufficient provisions or reinforcements.
### Burning of Gonzales
Houston called for a council of war. The officers voted that the families should be ordered to leave, and the troops would cover the retreat. By midnight, less than an hour after Dickinson had arrived, the combined army and civilian population began a frantic move eastward, leaving behind everything they could not immediately grab and transport. Much of the provisions and artillery were left behind, including two 24-pounder cannon. Houston ordered Salvador Flores along with a company of Juan Seguin's men to form the rear guard to protect the fleeing families. Couriers were sent to other towns in Texas to warn that the Mexican army was advancing.
The retreat took place so quickly that many of the Texian scouts did not fully comprehend it until after the town was evacuated. Houston ordered Karnes to burn the town and everything in it so nothing would remain to benefit the Mexican troops. By dawn, the entire town was in ashes or flames.
Volunteers from San Felipe de Austin who had been organized under Captain John Bird on March 5 to reinforce the men at the Alamo had been en route to San Antonio de Béxar on March 13 when approximately 10 miles (16 km) east of Gonzales they encountered fleeing citizens and a courier from Sam Houston. Told of the Alamo's fall, Bird's men offered assistance to the fleeing citizens and joined Houston's army at Bartholomew D. McClure's plantation on the evening of March 14.
At Washington-on-the-Brazos, the delegates to the convention learned of the Alamo's fall on March 13. The Republic's new ad interim government was sworn in on March 17, with a department overseeing military spy operations, and adjourned the same day. The government then fled to Groce's Landing where they stayed for several days before moving on to Harrisburgh on March 21, where they established temporary headquarters in the home of widow Jane Birdsall Harris.
King's men at Refugio had taken refuge in Mission Nuestra Señora de la Rosario when they were subsequently attacked by Urrea's forces. Fannin sent 120 reinforcements under William Ward, but the March 14 Battle of Refugio cost 15 Texian lives. Ward's men escaped, but King's men were captured and executed on March 16.
### Colorado River crossings
Upon learning of the flight, Santa Anna sent General Joaquín Ramírez y Sesma with 700 men to pursue Houston, and 600 men under General Eugenio Tolsa as reinforcements. Finding only burned remains at Gonzales, Sesma marched his army toward the Colorado River.
The Texian army camped March 15–18 on the Lavaca River property of Williamson Daniels where they were joined by combined forces under Joe Bennett and Captain Peyton R. Splane. Fleeing civilians accompanied Houston's army turning north at the Navidad River as they crossed to the east side of the Colorado River at Burnam's Crossing. The ferry and trading post, as well as the family home of Jesse Burnam, were all burned at Houston's orders on March 17 to prevent Santa Anna's army from making the same crossing.
Beason's Crossing was located where Columbus is today. DeWees Crossing was 7 miles (11 km) north of Beason's. From March 19 through March 26, Houston split his forces between the two crossings. Additional Texian volunteer companies began arriving at both crossings, including three companies of Texas Rangers, the Liberty County Volunteers and the Nacogdoches Volunteers.
Sesma's battalion of approximately 725 men and artillery camped on the opposite side of the Colorado, at a distance halfway between the two Texian camps. To prevent Sesma's troops from using William DeWees' log cabin, Sherman ordered it burned. Three Mexican scouts from Sesma's army were captured by Sherman's men, and although Sherman argued for an attack on Sesma's troops, Houston was not ready.
Fannin had begun evacuating Presidio La Bahía on March 19. The estimated 320 troops were low on food and water, and the breakdown of a wagon allowed Urrea's men to overtake them at Coleto Creek, ending in Fannin's surrender on March 20. Peter Kerr, who had served with Fannin and claimed to have been held prisoner, arrived at DeWees Crossing on March 25. Houston announced Fannin's surrender but would later claim to have uncovered evidence that Kerr was a spy for the Mexicans.
The Texian army was a force of 810 volunteers and staff at this point, but few had any military training and experience. Faced with past desertions, discipline flaws, and individual indecisiveness of volunteers in training, Houston knew they were not yet ready to engage the Mexican army. Compounding the situation were the civilian refugees dependent upon the army for their protection. The news of Fannin's capture, combined with his doubts about the readiness of the Texian army, led Houston to order a retreat on March 26. Some of the troops viewed the decision as cowardice with Sesma sitting just on the other side of the Colorado, and several hundred men deserted.
> ... the only army in Texas is now present ... There are but few of us, and if we are beaten, the fate of Texas is sealed. The salvation of the country depends upon the first battle had with the enemy. For this reason, I intend to retreat, if I am obliged to go even to the banks of the Sabine.
### Brazos River training camp
#### Groce's Landing
Texian survivors of the Battle of Coleto Creek believed their surrender agreement with Urrea would, at worst, mean their deportation. Santa Anna, however, adhered to the 1835 Tornel Decree that stated the insurrection was an act of piracy fomented by the United States and ordered their executions. Although he personally disagreed with the need to do so, Urrea carried out his commander's orders on March 27. Of the estimated 370 Texians being held, a few managed to escape the massacre at Goliad. The remainder were shot, stabbed with bayonets and lances and clubbed with gun butts. Fannin was shot through the face and his gold watch stolen. The dead were cremated on a pyre.
The retreating Texian army stopped at San Felipe de Austin on March 28–29 to stock up on food and supplies. Houston's plan to move the army north to Groce's Landing on the Brazos River was met with resistance from captains Wyly Martin and Moseley Baker, whose units balked at further retreat. Houston reassigned Martin 25 miles (40 km) south to protect the Morton Ferry crossing at Fort Bend, and Baker was ordered to guard the river crossing at San Felipe de Austin.
News of approaching Mexican troops and Houston's retreat caused panic among the population in the counties of Washington, Sabine, Shelby and San Augustine. Amid the confusion of fleeing residents of those counties, two volunteer groups under captains William Kimbro and Benjamin Bryant arrived to join Houston on March 29. Kimbro was ordered to San Felipe de Austin to reinforce Baker's troops, while Bryant's men remained with the main army.
After an erroneous scouting report of approaching Mexican troops, Baker burned San Felipe de Austin to the ground on March 30. When Baker claimed Houston had given him an order to do so, Houston denied it. Houston's account was that the residents burned their own property to keep it out of the hands of the Mexican army. San Felipe de Austin's residents fled to the east.
During a two-week period beginning March 31, the Texian army camped on the west side of the Brazos River in Austin County, near Groce's Landing (also known as Groce's Ferry). As Houston led his army north towards the landing, the unrelenting rainy weather swelled the Brazos and threatened flooding. Groce's Landing was transformed into a training camp for the troops. Major Edwin Morehouse arrived with a New York battalion of recruits who were immediately assigned to assist Wyly Martin at Fort Bend. Civilian men who were fleeing the Mexicans enlisted, and displaced civilian women in the camp helped the army's efforts by sewing shirts for the soldiers.
Samuel G. Hardaway, a survivor of Major William Ward's group who had escaped the Battle of Refugio and re-joined Fannin at the Battle of Coleto, also managed to escape the Goliad massacre. As he fled Goliad, he was eventually joined by three other survivors, Joseph Andrews, James P. Trezevant and M. K. Moses. Spies for the Texian army discovered the four men and took them to Baker's camp near San Felipe de Austin on April 2. Several other survivors of the Goliad massacre were found on April 10 by Texian spies. Survivors Daniel Murphy, Thomas Kemp, Charles Shain, David Jones, William Brenan and Nat Hazen were taken to Houston at Groce's Landing where they enlisted to fight with Houston's army.
Houston learned of the Goliad massacre on April 3. Unaware that Secretary of War Rusk was already en route to Groce's Landing with orders from President Burnet to halt the army's retreat and engage the enemy, he relayed the Goliad news by letter to Rusk.
> The enemy are laughing you to scorn. You must fight them. You must retreat no further. The country expects you to fight. The salvation of the country depends on your doing so.
Empowered to remove Houston from command and take over the army himself, Rusk instead assessed Houston's plan of action as correct, after witnessing the training taking place at Groce's Landing. Rusk and Houston formed the Second Regiment on April 8 to serve under Sherman, with Burleson retaining command of the First Regiment.
#### Yellowstone steamboat
The steamboat Yellowstone under the command of Captain John Eautaw Ross was impressed into service for the Provisional Army of Texas on April 2 and initially ferried patients across the Brazos River when Dr. James Aeneas Phelps established a field hospital at Bernardo Plantation. Three days later, Santa Anna joined with Sesma's troops and had them build flatboats to cross the Brazos as the Mexicans sought to overtake and defeat the Texians. Wyly Martin reported on April 8 that Mexican forces had divided and were headed both east to Nacogdoches and southeast to Matagorda. Houston reinforced Baker's post at San Felipe de Austin on April 9, as Santa Anna continued moving southeast on April 10.
The Texian army was transported by the Yellowstone over to the east side of the Brazos on April 12, where they set up camp at the Bernardo Plantation. After walking 50 miles (80 km) from Harrisburgh, Mirabeau B. Lamar arrived at Bernardo to enlist as a private in Houston's army and suggested using the steamer for guerilla warfare.
> Had it not been for its service, the enemy could never have been overtaken until they had reached the Sabine ... use of the boat enabled me to cross the Brazos and save Texas.
With Baker guarding the crossing at San Felipe de Austin, and Martin guarding the Morton Ferry crossing at Ford Bend, Santa Anna opted on April 12 to cross the Brazos halfway between at Thompson's Ferry, with Sesma's men and artillery crossing over the next day. The Mexican army attacked the steamer numerous times in an attempt to capture it, but Ross successfully used cotton bales to protect the steamer and its cargo and was able to keep the Yellowstone away from Mexican control. Houston released the steamboat from service on April 14, and it sailed on to Galveston.
### Burning of Harrisburgh and the crucial crossroads
The ad interim government departed Harrisburgh on the steamboat Cayuga for New Washington ahead of Santa Anna's April 15 arrival, thwarting his plans to eliminate the entire government of the Republic of Texas. Three printers still at work on the Telegraph and Texas Register told the Mexican army that everyone in the government had already left, and Santa Anna responded by having the printers arrested and the printing presses tossed into Buffalo Bayou. After days of looting and seeking out information about the government, Santa Anna ordered the town burned on April 18. He later tried to place the blame for the destruction on Houston.
Before the Texian army left Bernardo Plantation, they welcomed the arrival of two cannon cast in Cincinnati, Ohio, funded entirely by the people of that city as a donation to the Texas Revolution. The idea had arisen as a suggestion from Robert F. Lytle, one of the businessmen who helped fund Sherman's Kentucky Riflemen. Arriving in New Orleans after a lengthy trip from Ohio on the Mississippi River, the cannon were transported to the Gulf Coast aboard the Pennsylvania schooner. The cannons were nicknamed the "Twin Sisters", perhaps in honor of the twins Elizabeth and Eleanor Rice traveling aboard the Pennsylvania, who were to present the cannon upon their arrival at Galveston in April 1836. At Galveston, Leander Smith had the responsibility of transporting the cannon from Harrisburgh to Bernardo Plantation. Along the way, Smith recruited 35 men into the army. Lieutenant Colonel James Neill was put in charge of the cannon once they arrived in camp.
Martin and Baker abandoned the river crossings on April 14 and re-joined Houston's army which had marched from Bernardo to the Charles Donoho Plantation near present-day Hempstead in Waller County. As news spread of the Mexican army's movements, residents of Nacogdoches and San Augustine began to flee east towards the Sabine River. After refusals to continue with the army, Martin was ordered by Houston to accompany displaced families on their flight eastward. Hundreds of soldiers left the army to help their families. The main army parted from the refugees at this point, and acting Secretary of War David Thomas advised Houston to move southward to secure Galveston Bay. Houston, however, was getting conflicting advice from the cabinet members. President Burnet had sent Secretary of State Carson to Louisiana in hopes of getting the United States army and individual state militias involved in the Texas fight for independence. While he attempted to secure such involvement, Carson sent a dispatch to Houston on April 14 advising him to retreat all the way to the Louisiana-Texas border on the Sabine River and bide his time before engaging the Mexican army.
The Texian army camped west of present-day Tomball on April 15, at Sam McCarley's homestead. They departed the next morning and 3 miles (4.8 km) east reached a crucial crossroads. One road led east to Nacogdoches and eventually the Sabine River and Louisiana, while the other road led southeast to Harrisburgh. The army was concerned that Houston would continue the eastward retreat. Although Houston discussed his decision with no one, he led the army down the southeast road. Rusk ordered that a small group of volunteers be split from the army to secure Robbins's Ferry on the Trinity River. Houston's troops stopped overnight on April 16 at the home of Matthew Burnet and the next morning continued marching towards Harrisburgh, 25 miles (40 km) southeast.
With the refugee families being accorded a military escort eastward and Houston marching southeast, the retreat of the Provisional Army of Texas was over. On the march which would lead to San Jacinto, moving the heavy artillery across rain-soaked terrain slowed the army's progress. The army had previously been assisted in moving the Twin Sisters with oxen borrowed from refugee Pamela Mann when she believed the army was fleeing towards Nacogdoches. When she learned the army was headed towards Harrisburgh and a confrontation with the Mexican army, she reclaimed her oxen. The Texian army had expanded to 26 companies by the time they reached Harrisburgh on April 18 and saw the destruction Santa Anna had left behind.
### New Washington
On orders of Santa Anna after the burning of Harrisburgh, Almonte went in pursuit of the ad interim government at New Washington. During their flight the Republic officials switched from steamer to ferry to skiff. On the final leg of the trip, Almonte finally had them in his sights but refused to fire after he saw Mrs. Burnet and her children on the skiff. In addition to letting the government get away one more time, Almonte's spies had misread Houston's troop movements, and Santa Anna was told that the Texian army was still retreating eastward, this time through Lynchburg.
New Washington was looted and burned on April 20 by Mexican troops, and as many as 5,000 civilians fled, either by boat or across land. Those attempting to cross the San Jacinto River were bottlenecked for three days, and the vicinity around the crossing transformed into a refugee camp. Burnet ordered government assistance all across Texas for fleeing families.
## Battle of San Jacinto
In a troop movement that took all night on a makeshift raft, the Texian army crossed Buffalo Bayou at Lynchburg April 19 with 930 soldiers, leaving behind 255 others as guards or for reasons of illness. It was suggested that Twin Sisters be left behind as protection, but Neill was adamant that the cannons be taken into the battle. In an April 20 skirmish, Neill was severely wounded, and George Hockley took command of the heavy artillery. Estimates of the Mexican army troop strength on the day of the main battle range from 1,250 to 1,500.
The Texians attacked in the afternoon of April 21 while Santa Anna was still under the misconception that Houston was actually retreating. He had allowed his army time to relax and feed their horses, while he took a nap. When he was awakened by the attack, he immediately fled on horseback but was later captured when Sergeant James Austin Sylvester found him hiding in the grass. Houston's own account was that the battle lasted "about eighteen minutes", before apprehending prisoners and confiscating armaments. When the Twin Sisters went up against the Mexican army's Golden Standard cannon, they performed so well that Hockley's unit was able to capture the Mexican cannon.
## Aftermath
The Yellowstone saw war service for the Republic one more time on May 7, when it transported Houston and his prisoner Santa Anna, along with the government Santa Anna tried to extinguish, to Galveston Island. From there, the government and Santa Anna traveled to Velasco for the signing of treaties. Houston had suffered a serious wound to his foot during the battle and on May 28 boarded the schooner Flora for medical treatment in New Orleans.
Not until news of the victory at San Jacinto spread did the refugees return to their homesteads and businesses, or whatever was left after the destruction caused by both armies. Throughout Texas, possessions had been abandoned and later looted. Businesses, homes and farms were wiped out by the devastation of war. Often there was nothing left to go back to, but those who went home began to pick up their lives and move forward. San Felipe de Austin never really recovered from its total destruction. The few people who returned there moved elsewhere, sooner or later. Secretary of War Rusk later commended the women of Texas who held their families together during the flight, while their men volunteered to fight: "The men of Texas deserve much credit, but more was due the women. Armed men facing a foe could not but be brave; but the women, with their little children around them, without means of defense or power to resist, faced danger and death with unflinching courage."
## See also
- Timeline of the Texas Revolution |
819,738 | Millennium Park | 1,167,701,480 | Public park in Chicago, Illinois, US | [
"2004 establishments in Illinois",
"Buildings and structures celebrating the third millennium",
"Central Chicago",
"Millennium Park",
"Parks in Chicago",
"Protected areas established in 2004",
"Richard M. Daley",
"Urban public parks"
]
| Millennium Park is a public park located in the Loop community area of Chicago, operated by the Chicago Department of Cultural Affairs. The park, opened in 2004 and intended to celebrate the third millennium, is a prominent civic center near the city's Lake Michigan shoreline that covers a 24.5-acre (9.9 ha) section of northwestern Grant Park. Featuring a variety of public art, outdoor spaces and venues, the park is bounded by Michigan Avenue, Randolph Street, Columbus Drive and East Monroe Drive. In 2017, Millennium Park was the top tourist destination in Chicago and in the Midwest, and placed among the top ten in the United States with 25 million annual visitors.
Planning of the park, situated in an area occupied by parkland, the Illinois Central rail yards, and parking lots, began in October 1997. Construction began in October 1998, and Millennium Park was opened in a ceremony on July 16, 2004, four years behind schedule. The three-day opening celebrations were attended by some 300,000 people and included an inaugural concert by the Grant Park Orchestra and Chorus. The park has received awards for its accessibility and green design. Millennium Park has free admission, and features the Jay Pritzker Pavilion, Cloud Gate, the Crown Fountain, the Lurie Garden, and various other attractions. The park is connected by the BP Pedestrian Bridge and the Nichols Bridgeway to other parts of Grant Park. Because the park sits atop parking garages, the commuter rail Millennium Station and rail lines, it is considered the world's largest rooftop garden. In 2015, the park became the location of the city's annual Christmas tree lighting.
Some observers consider Millennium Park the city's most important project since the World's Columbian Exposition of 1893. It far exceeded its originally proposed budget of \$150 million. The final cost of \$475 million was borne by Chicago taxpayers and private donors. The city paid \$270 million; private donors paid the rest, and assumed roughly half of the financial responsibility for the cost overruns. The construction delays and cost overruns were attributed to poor planning, many design changes, and cronyism. Many critics have praised the completed park.
## Background
From 1852 until 1997, the Illinois Central Railroad owned a right of way between downtown Chicago and Lake Michigan, in the area that became Grant Park and used it for railroad tracks. In 1871, Union Base-Ball Grounds was built on part of the site that became Millennium Park; the Chicago White Stockings played home games there until the grounds were destroyed in the Great Chicago Fire. Lake Front Park, the White Stockings' new ball grounds, was built in 1878 with a short right field due to the railroad tracks. The grounds were improved and the seating capacity was doubled in 1883, but the team had to move after the season ended the next year, as the federal government had given the city the land "with the stipulation that no commercial venture could use it". Daniel Burnham planned Grant Park around the Illinois Central Railroad property in his 1909 Plan of Chicago. Between 1917 and 1953, a prominent semicircle of paired Greek Doric-style columns (called a peristyle) was placed in this area of Grant Park (partially recreated in the new Millennium Park). In 1997, when the city gained airspace rights over the tracks, it decided to build a parking facility over them in the northwestern corner of Grant Park. Eventually, the city realized that a grand civic amenity might lure private dollars in a way that a municipal improvement such as ordinary parking structure would not, and thus began the effort to create Millennium Park. The park was originally planned under the name Lakefront Millennium Park.
The park was conceived as a 16-acre (6.5 ha) landscape-covered bridge over an underground parking structure to be built on top of the Metra/Illinois Central Railroad tracks in Grant Park. Originally, the park was to be designed by Skidmore, Owings & Merrill, but gradually additional architects and artists such as Frank Gehry and Thomas Beeby were incorporated into the plan. Sponsors were sought by invitation only.
In February 1999, the city announced it was negotiating with Frank Gehry to design a proscenium arch and orchestra enclosure for a bandshell, as well as a pedestrian bridge crossing Columbus Drive, and that it was seeking donors to cover his work. At the time, the Chicago Tribune dubbed Gehry "the hottest architect in the universe" in reference to the acclaim for his Guggenheim Museum Bilbao, and they noted the designs would not include Mayor Richard M. Daley's trademarks, such as wrought iron and seasonal flower boxes. Millennium Park project manager Edward Uhlir said "Frank is just the cutting edge of the next century of architecture," and noted that no other architect was being sought. Gehry was approached several times by Skidmore architect Adrian Smith on behalf of the city. His hesitance and refusal to accept the commission was overcome by Cindy Pritzker, the philanthropist, who had developed a relationship with the architect when he won the Pritzker Prize in 1989. According to John H. Bryan, who led fund-raising for the park, Pritzker enticed Gehry in face-to-face discussions, using a \$15 million funding commitment toward the bandshell's creation. Having Gehry get involved helped the city realize its vision of having modern themes in the park; upon rumors of his involvement the Chicago Sun-Times proclaimed "Perhaps the future has arrived", while the Chicago Tribune noted that "The most celebrated architect in the world may soon have a chance to bring Chicago into the 21st Century".
Plans for the park were officially announced in March 1998 and construction began in September of that year. Initial construction was under the auspices of the Chicago Department of Transportation, because the project bridges the railroad tracks. However, as the project grew and expanded, its broad variety of features and amenities outside the scope of the field of transportation placed it under the jurisdiction of the city's Public Buildings Commission.
In April 1999, the city announced that the Pritzker family had donated \$15 million to fund Gehry's bandshell and an additional nine donors committed \$10 million. The day of this announcement, Gehry agreed to the design request. In November, when his design was unveiled, Gehry said the bridge design was preliminary and not well-conceived because funding for it was not committed. The need to fund a bridge to span the eight-lane Columbus Drive was evident, but some planning for the park was delayed in anticipation of details on the redesign of Soldier Field. In January 2000, the city announced plans to expand the park to include features that became Cloud Gate, the Crown Fountain, the McDonald's Cycle Center, and the BP Pedestrian Bridge. Later that month, Gehry unveiled his new winding design for the bridge.
Mayor Daley's influence was key in getting corporate and individual sponsors to pay for much of the park. Bryan, the former chief executive officer (CEO) of Sara Lee Corporation who spearheaded the fundraising, says that sponsorship was by invitation and no one refused the opportunity to be a sponsor. One Time magazine writer describes the park as the crowning achievement for Mayor Daley, while another suggests the park's cost and time overages were examples of the city's mismanagement. The July 16–18, 2004, opening ceremony was sponsored by J.P. Morgan Chase & Co.
The community around Millennium Park has become one of the most fashionable and desired residential addresses in Chicago. In 2006, Forbes named the park's 60602 zip code as the hottest in terms of price appreciation in the country, with upscale buildings such as The Heritage at Millennium Park (130 N. Garland) leading the way for other buildings, such as Waterview Tower, The Legacy and Joffrey Tower. The median sale price for residential real estate was \$710,000 in 2005 according to Forbes, also ranking it on the list of most expensive zip codes. The park has been credited with increasing residential real estate values by \$100 per square foot (\$1,076 per m<sup>2</sup>).
## Features
Millennium Park is a portion of the 319-acre (129.1 ha) Grant Park, known as the "front lawn" of downtown Chicago, and has four major artistic highlights: the Jay Pritzker Pavilion, Cloud Gate, the Crown Fountain, and the Lurie Garden. Millennium Park is successful as a public art venue in part due to the grand scale of each piece and the open spaces for display. A showcase for postmodern architecture, it also features the McCormick Tribune Ice Skating Rink, the BP Pedestrian Bridge, the Joan W. and Irving B. Harris Theater for Music and Dance, Wrigley Square, the McDonald's Cycle Center, the Exelon Pavilions, the AT&T Plaza, the Boeing Galleries, the Chase Promenade, and the Nichols Bridgeway.
Millennium Park is considered one of the largest green roofs in the world, having been constructed on top of a railroad yard and large parking garages. The park, which is known for being user friendly, has a very rigorous cleaning schedule with many areas being swept, wiped down or cleaned multiple times a day. Although the park was unveiled in July 2004, some features opened earlier, and upgrades continued for some time afterwards. Along with the cultural features above ground (described below) the park has its own 2218-space parking garage.
### Jay Pritzker Pavilion
The centerpiece of Millennium Park is the Jay Pritzker Pavilion, a bandshell designed by Frank Gehry. The pavilion has 4,000 fixed seats, plus additional lawn seating for 7,000; the stage is framed by curving plates of stainless steel, characteristic of Gehry. It was named after Jay Pritzker, whose family is known for owning Hyatt Hotels and was a major donor. The Pritzker Pavilion is Grant Park's outdoor performing arts venue for small events, and complements Petrillo Music Shell, the park's older and larger bandshell. The pavilion is built partially atop the Harris Theater for Music and Dance, the park's indoor performing arts venue, with which it shares a loading dock and backstage facilities. The pavilion is seen as a major upgrade from the Petrillo Music Shell for those events it hosts. Initially, the pavilion's lawn seats were free for all concerts, but this changed when Tori Amos performed the first rock concert there on August 31, 2005.
The Pritzker Pavilion is the home of the Grant Park Symphony Orchestra and Chorus and the Grant Park Music Festival, the nation's only remaining free, municipally supported, outdoor, classical music series. The Festival is presented by the Chicago Park District and the Chicago Department of Cultural Affairs. The Pavilion hosts a wide range of other music series and annual performing arts events. Performers ranging from mainstream rock bands to classical musicians and opera singers have appeared at the pavilion, which also hosts physical fitness activities such as yoga. All rehearsals at the pavilion are open to the public; trained guides are available for the music festival rehearsals, which are well-attended.
The construction of the pavilion created a legal controversy, given that there are historic limitations on the height of buildings in Grant Park. To avoid these legal restrictions, the city classifies the bandshell as a work of art rather than a building. With several design and assembly problems, the construction plans were revised over time, with features eliminated and others added as successful fundraising allowed the budget to grow. In the end, the performance venue was designed with a large fixed seating area, a Great Lawn, a trellis network to support the sound system, and a headdress fashioned from signature Gehry stainless steel. It features a sound system with an acoustic design that replicates an indoor concert hall sound experience. The pavilion and Millennium Park have received favorable recognition by critics, especially for their accessibility; an accessibility award ceremony held at the pavilion in 2005 described it as "one of the most accessible parks—not just in the United States but possibly the world".
### Grainger Plaza and Cloud Gate
The Grainger Plaza (formerly AT&T Plaza) is a public space that hosts the Cloud Gate sculpture. The plaza opened in July 2004 with the unveiling of the sculpture during the grand opening weekend of the park. Ameritech donated \$3 million for the naming right for the plaza, but it was SBC Plaza when the park opened, as a merger had changed the company name to SBC Communications. The 2005 merger of SBC and AT&T Corporation led to the name AT&T Plaza. In 2021, the Grainger Foundation established a \$5 million endowment to support the ongoing enhancement of the plaza (now called Grainger Plaza) and Cloud Gate. The sculpture and the Grainger Plaza are located on top of Park Grill, between the Chase Promenade and McCormick Tribune Plaza & Ice Rink. The plaza has become a place to view the McCormick Tribune Plaza & Ice Rink. During the holiday season, the plaza hosts Christmas caroling.
Cloud Gate, dubbed "The Bean" by Chicagoans because of its legume-like shape, is a three-story reflective steel sculpture. The first public artwork in the United States by world-renowned artist Anish Kapoor, the privately funded piece cost \$23 million, considerably more than the original estimate of \$6 million. Composed of 168 stainless steel plates welded together, its highly polished exterior has no visible seams. It is 33 by 66 by 42 feet (10 m × 20 m × 13 m) and weighs 110 short tons (100 t; 98 long tons). Its smooth shape and mirror-like surface were inspired by liquid mercury. It reflects the city skyline, particularly the historic Michigan Avenue "streetwall", and the sky. It provides striking reflections of visitors, who can walk around and under its 12-foot (3.7 m) high arch. On the underside is the "omphalos" (Greek for "navel"), a concave chamber that warps and multiplies reflections. The sculpture builds upon many of Kapoor's artistic themes, and is a popular photo subject with tourists.
After Kapoor's design for the sculpture was selected in a design competition, numerous technological concerns regarding its construction and assembly arose, in addition to concerns about the sculpture's upkeep and maintenance. Experts were consulted, some of whom believed the design could not be implemented. Eventually, a feasible method was found, but the sculpture's construction fell behind schedule. Cloud Gate was unveiled in an incomplete form during the Millennium Park grand opening celebration, as the grid of welds around each metal panel was still visible. The sculpture was concealed again while it was completed; in early 2005, workers polished out the seams. Cloud Gate was formally dedicated on May 15, 2006, and it has since gained considerable popularity, domestically and internationally.
### Crown Fountain
The Crown Fountain is an interactive work of public art and video sculpture, named in honor of Chicago's Crown family and opened in July 2004. It was designed by Catalan conceptual artist Jaume Plensa and executed by Krueck and Sexton Architects. The fountain is composed of a black granite reflecting pool placed between a pair of transparent glass brick towers. The towers are 50 feet (15 m) tall, and use light-emitting diodes behind the bricks to display digital videos on their inward faces. Construction and design of the Crown Fountain cost \$17 million.
Weather permitting, the water operates from May to October, intermittently cascading down the two towers and spouting through a nozzle on each tower's front face. To achieve the effect in which water appears to be flowing from subjects' mouths, each video has a segment where the subject's lips are puckered, which is then timed to correspond to the spouting water, reminiscent of gargoyle fountains; this happens roughly every five minutes. The park and fountain are open to the public daily from 6 a.m. to 11 p.m.
Residents and critics have praised the fountain for its artistic and entertainment features. It highlights Plensa's themes of dualism, light, and water, extending the use of video technology from his prior works. The fountain promotes physical interaction between the public and the water in an artistic setting. Both the fountain and Millennium Park are highly accessible because of their universal design.
The Crown Fountain has been the most controversial of all the Millennium Park features. Before it was built, some were concerned that the sculpture's height violated the aesthetic tradition of the park. New concerns were raised after the construction when the surveillance cameras were installed atop the fountain, which led to a public outcry (and their quick removal). However, the fountain has survived its somewhat contentious beginnings to find its way into Chicago pop culture. It is a popular subject for photographers and a common gathering place. While some of the videos displayed are of scenery, most attention has focused on its video clips of local residents, in which almost a thousand Chicagoans randomly appear on two screens. The fountain is a public play area and offers people an escape from summer heat, allowing children to frolic in the fountain's water.
### Lurie Garden
The Lurie Garden is a 2.5-acre (1.0 ha) public garden located at the southern end of Millennium Park; designed by landscape architecture firm GGN (Gustafson Guthrie Nichol), Piet Oudolf, and Robert Israel, it opened on July 16, 2004. The garden is a combination of perennials, bulbs, grasses, shrubs and trees. It is the featured nature component of the world's largest green roof. The garden cost \$13.2 million and has a \$10 million financial endowment for maintenance and upkeep. It was named after philanthropist Ann Lurie, who donated the \$10 million endowment. The garden is a tribute to the city, whose motto is "Urbs in Horto", Latin for "City in a Garden". The Lurie Garden is composed of two "plates". The dark plate depicts Chicago's history by presenting shade-loving plants, and has a combination of trees that will provide a shade canopy for these plants when they fill in. The light plate, which has no trees, represents the city's future with sun-loving perennials that thrive in heat and light.
### McCormick Tribune Plaza & Ice Rink and Park Grill
The McCormick Tribune Plaza & Ice Rink is a multipurpose venue located along the western edge of Millennium Park opposite the streetwall of the Historic Michigan Boulevard District. On December 20, 2001, it became the first attraction in Millennium Park to open, a few weeks ahead of the Millennium Park underground parking garage. The \$3.2 million plaza was funded by a donation from the McCormick Tribune Foundation. For four months a year, it operates as McCormick Tribune Ice Rink, a free public outdoor ice skating rink. It is generally open for skating from mid-November until mid-March and hosts over 100,000 skaters annually. It is known as one of Chicago's better outdoor people watching locations during the winter months. The rink is operated by the Chicago Department of Cultural Affairs rather than the Chicago Park District, which operates most major public ice skating rinks in Chicago.
For the rest of the year, it serves as The Plaza at Park Grill or Park Grill Plaza, Chicago's largest al fresco dining facility. The 150-seat outdoor restaurant offers scenic views of the park, and hosts various culinary events and musical performances during its months of operation. From June 21 to September 15, 2002, the plaza served as an open-air exhibition space and hosted the inaugural exhibit in Millennium Park, Exelon Presents Earth From Above by Yann Arthus-Bertrand, a French aerial photographer.
The Park Grill Plaza is affiliated with the 300-seat indoor Park Grill restaurant, located beneath the Grainger Plaza and Cloud Gate. The Park Grill is the only full-service restaurant in Millennium Park and opened on November 24, 2003. It regularly places among the leaders in citywide best-of competitions for best burger, and it is widely praised for its views. The restaurant has been the focus of controversies about the numerous associates of Mayor Daley who are investors, its exclusive location and lucrative contract terms. One of the most financially successful restaurants in Chicago, the Park Grill remains exempt from property taxes after a multi-year litigation which reached the appellate courts in Illinois.
### BP Pedestrian Bridge
The BP Pedestrian Bridge is a girder footbridge over Columbus Drive that connects Millennium Park with Maggie Daley Park (formerly, Daley Bicentennial Plaza), both parts of the larger Grant Park. The pedestrian bridge is the first bridge Gehry designed to be built, and was named for BP plc, which donated \$5 million to the construction of the park. It opened on July 16, 2004, along with the rest of Millennium Park. Gehry had been courted by the city to design the bridge and the neighboring Jay Pritzker Pavilion, and eventually agreed to do so after the Pritzker family funded the Pavilion. The bridge is known for its aesthetics, and Gehry's style is seen in its biomorphic allusions and extensive sculptural use of stainless steel plates to express abstraction. The bridge is referred to as snakelike in character due to its curving form. The bridge's design, which meets highway standards to accommodate rushes of pedestrian traffic simultaneously exiting Pritzker Pavilion events, enables it to bear a heavy load.
The pedestrian bridge serves as a noise barrier for the pavilion, blocking traffic sounds from Columbus Drive. It is a connecting link between Millennium Park and destinations to the east, such as the nearby lakefront, other parts of Grant Park and a parking garage. The BP Bridge uses a concealed box girder design with a concrete base, and its deck is covered by hardwood floor boards. It is designed without handrails, using stainless steel parapets instead. The total length is 935 feet (285 m), with a five percent slope on its inclined surfaces that makes it barrier-free and accessible. It has won awards for its use of sheet metal. Although the bridge is closed in winter because ice cannot be safely removed from its wooden walkway, it has received favorable reviews for its design and aesthetics.
### Harris Theater
The Joan W. and Irving B. Harris Theater for Music and Dance is a 1525-seat theater for the performing arts located along the northern edge of Millennium Park. Constructed in 2002–03, it is the city's premier performance venue for small- and medium-sized performance groups, which had previously been without a permanent home and were underserved by the city's performing venue options. The theater, which is largely underground due to Grant Park-related height restrictions, was named for its primary benefactors, Joan and Irving Harris. It serves as the park's indoor performing venue, a compliment to Jay Pritzker Pavilion, which hosts the park's outdoor performances. Among the regularly featured local groups are the Joffrey Ballet, Hubbard Street Dance Chicago and Chicago Opera Theater. It provides subsidized rental, technical expertise, and marketing support for the companies using it, and turned a profit in its fourth fiscal year.
The Harris Theater has hosted notable national and international performers, such as the New York City Ballet, which made its first visit to Chicago in over 25 years (in 2006). The theater began offering subscription series of traveling performers in its 2008–09 fifth anniversary season. Performances through this series have included the San Francisco Ballet, Mikhail Baryshnikov, and Stephen Sondheim.
The theater has been credited as contributing to the performing arts renaissance in Chicago, and it has been favorably reviewed for its acoustics, sightlines, proscenium and for providing a home base for numerous performing organizations. Although it is seen as a high-caliber venue for its music audiences, the theater is regarded as less than ideal for jazz groups, because it is more expensive and larger than most places where jazz is performed. The design has been criticized for traffic flow problems, with an elevator bottleneck. However, the theater's prominent location and its underground design to preserve Millennium Park have been praised. Although there were complaints about high-priced events in its early years, discounted ticket programs were introduced in the 2009–10 season.
### Wrigley Square
Wrigley Square is a public square located in the northwest corner of Millennium Park near the intersection of East Randolph Street and North Michigan, across from the Historic Michigan Boulevard District. It contains the Millennium Monument, a nearly full-sized replica of the semicircle of paired Greek Doric-style columns (called a peristyle) that originally sat in this area of Grant Park between 1917 and 1953. The square also contains a large lawn and a public fountain. The William Wrigley, Jr. Foundation contributed \$5 million for the monument and square, which was named in its honor. The pedestal of the Millennium Monument's peristyle is inscribed with the names of the 115 financial donors who made the 91 contributions of at least \$1 million each to help pay for Millennium Park.
### McDonald's Cycle Center
The McDonald's Cycle Center is a 300-space heated and air conditioned indoor bike station located in the northeast corner of Millennium Park. The facility provides lockers, showers, a snack bar with outdoor summer seating, bike repair, bike rental and other amenities for downtown bicycle commuters and utility cyclists. The bike station also accommodates runners and in-line skaters, and provides space for a Chicago Police Department Bike Patrol Group. The city-built center opened in July 2004 as the Millennium Park Bike Station; since June 2006, it has been sponsored by McDonald's and several other partners, including city departments and bicycle advocacy organizations. Suburban Chicago-based McDonald's sponsorship of the Cycle Center fit in well with its efforts to help its customers become more healthy by encouraging "balanced, active lifestyles". The Cycle Center is accessible by membership and day pass.
Planning for the Cycle Center was part of the larger "Bike 2010 Plan", in which the city aimed to make itself more accommodating to bicycle commuters. This plan (since replaced by the "Bike 2015 Plan") included provisions for front-mounted two-bike carriers on Chicago Transit Authority (CTA) buses, permitting bikes to be carried on Chicago 'L' trains, installing numerous bike racks and creating bicycle lanes in streets throughout the city. Additionally, the Chicago metropolitan area's other mass transit providers, Metra and Pace, have developed increased bike accessibility. Mayor Daley was an advocate of the plan, noting it is also an environmentally friendly effort to cut down on traffic. Environmentalists, urban planners and cycling enthusiasts around the world have expressed interest in the Cycle Center, and want to emulate what they see as a success story in urban planning and transit-oriented development. Pro-cycling and environmentalist journalists in publications well beyond Chicago have described the Cycle Center as exemplary, impressive, unique and ground-breaking. The Toronto Star notes that it is revered as "a kind of Shangri-La", and describes it as "a jewel-like glass building on the Chicago waterfront, [that] has many of the amenities of an upscale health club ... close to the heart of the city", with the additional statement that "It's not heaven, but it's close". A Vancouver official told The Oregonian that it was "the ultimate in bicycle stations", and would be natural for bicycle friendly cities to emulate.
### Exelon Pavilions
The Exelon Pavilions are a set of four solar energy-generating structures in Millennium Park. The pavilions provide sufficient energy to power the equivalent of 14 Energy star-rated energy-efficient houses in Chicago. The pavilions were designed in January 2001 and construction began in January 2004. The Southeast and Southwest Exelon Pavilions (jointly the South Exelon Pavilions) along Madison Street were completed and opened in July 2004, and flank the Lurie Garden. The Northeast and Northwest Exelon Pavilions (jointly the North Exelon Pavilions) flank the Harris Theater along Randolph Street and were completed in November 2004, with a grand opening on April 30, 2005. Besides producing energy, three of the four pavilions provide access to the park's underground parking garages and the fourth serves as the park's welcome center. Exelon, a company that generates the electricity transmitted by its subsidiary Commonwealth Edison, donated approximately \$6 million for the pavilions.
### Boeing Galleries
The Boeing Galleries are a pair of outdoor exhibition spaces within Millennium Park; they are located along the south and north mid-level terraces, above and east of Wrigley Square and the Crown Fountain. They were added after the park opened; in March 2005, Boeing President and Chief Executive Officer James Bell announced the firm would make a \$5 million grant to fund construction of the spaces, and for an endowment to "help fund visual arts exhibitions" in them. The galleries, which were built between March and June 2005, have hosted grand-scale art exhibits, some of which have run for two full summers.
### Chase Promenade
The Chase Promenade is an open-air tree-lined pedestrian walkway in Millennium Park that opened July 16, 2004. The promenade was made possible by a gift from the Bank One Foundation; Bank One merged with JPMorgan Chase in 2004, and the name became Chase Promenade. The 8-acre (3.2 ha) walkway accommodates exhibitions, festivals and other family events. It also serves as a private-event rental venue. The Chase Promenade hosted the 2009 Burnham Pavilions, which were the cornerstone of the citywide Burnham Plan centennial celebration.
### Nichols Bridgeway
The Nichols Bridgeway, a pedestrian bridge that opened on May 16, 2009, connects the south end of Millennium Park with the Modern Wing of the Art Institute of Chicago. The bridge begins at the southwest end of the Jay Pritzker Pavilion's Great Lawn and extends across Monroe Street, where it connects to the third floor of the Art Institute's West Pavilion. The bridge design by Renzo Piano, the architect of the Modern Wing, was inspired by the hull of a boat.
The Nichols Bridgeway is approximately 620 ft (190 m) long and 15 ft (4.6 m) wide. The bottom of the bridge is made of white, painted structural steel, the floor is made of aluminum planking and the 42-inch (1.1 m) tall railings are steel set atop stainless steel mesh. The bridge features anti-slip walkways and heating elements to prevent the formation of ice. It meets standards for universal accessibility, as required by the Americans with Disabilities Act of 1990 (ADA). The bridge is named after museum donors Alexandra and John Nichols.
## Budget
During development and construction of the park, many structures were added, redesigned or modified. These changes often resulted in budget increases. For example, the bandshell's proposed budget was \$10.8 million. When the elaborate, cantilevered Gehry design required extra pilings to be driven into the bedrock to support the added weight, the cost of the bandshell eventually spiraled to \$60.3 million. The cost of the park, as itemized in the following table, amounted to almost \$500 million.
Mayor Daley at first placed much of the blame for the delay and cost overrun on Frank Gehry, who designed the pavilion and its connecting bridge; Daley's office later apologized to the architect. A 2001 investigative report by the Chicago Tribune described the park then under construction and its budget overruns as an "expensive public-works debacle that can be traced to haphazard planning, design snafus and cronyism". According to Lois Weisberg, commissioner of the Department of Cultural Affairs, and James Law, executive director of the Mayor's Office of Special Events, once the full scope of the project was finalized the project was completed within the revised budget.
## Use
Millennium Park had 3 million visitors in its first year; annual attendance was projected to grow to between 3.31 and 3.65 million by 2010. According to Crain's Chicago Business, however, the park had about 4 million visitors in 2009. In addition to the different uses detailed for each of the permanent features (above), the park has hosted some other notable events, including the annual Grant Park Music Festival, and two temporary pavilions to mark the centennial of Daniel Burnham's 1909 Plan of Chicago. Millennium Park has also been featured in several films and television shows.
### Grant Park Music Festival
The Grant Park Music Festival (formerly Grant Park Concerts) is an annual 10-week classical music concert series, which features the Grant Park Symphony Orchestra and the Grant Park Chorus as well as guest performers and conductors. Since 2004, the festival has been housed in the Jay Pritzker Pavilion in Millennium Park. On occasion, the festival has been held at the Harris Theater instead of the Pritzker Pavilion. The festival has earned non-profit organization status, and claims to be the nation's only free, outdoor classical music series.
The Grant Park Music Festival has been a Chicago tradition since 1931, when Chicago Mayor Anton Cermak suggested free concerts to lift spirits of Chicagoans during the Great Depression. The tradition of symphonic Grant Park Music Festival concerts began in 1935. The 2004 season, during which the festival moved to the Pritzker Pavilion, was the event's 70th season. Formerly, the Grant Park Music Festival was held at the Petrillo Music Shell in Grant Park.
Over time the festival has had various financial supporters, three primary locations and one name change. At times it has been broadcast nationally on the National Broadcasting Corporation (NBC) and Columbia Broadcasting Service (CBS) radio networks, and many of the world's leading classical musicians have performed there. In 2000, the festival organizers agreed to release some of the concerts to the public via compact disc recordings.
### Installation of Burnham Pavilions in 2009
In 2009, architects Zaha Hadid and Ben van Berkel were invited to design and build two pavilions on the Chase Promenade South, to commemorate the 100th anniversary of Daniel Burnham's 1909 Plan of Chicago. The pavilions were privately funded and were designed to be temporary structures. They served as the focal point of Chicago's year-long celebration of Burnham's Plan, and were meant to symbolize the city's continued pursuit of the plan's architectural vision.
The van Berkel Pavilion was composed of two parallel rectangular planes joined by curving scoops, all built on a steel frame covered with glossy white plywood. It was situated on a raised platform, which was sliced by a ramp entrance, making it ADA accessible. The Hadid Pavilion was a tensioned fabric shell fitted over a curving aluminum framework made of more than 7,000 pieces. A centennial-themed video presentation was projected on its interior fabric walls after dark.
Both pavilions were scheduled to be unveiled on June 19, 2009. However, Hadid's pavilion was not ready in time; it had construction delays and a construction team change, which led to coverage of the delay in The New York Times and The Wall Street Journal. Only its aluminum skeleton was available for public viewing on the scheduled date; the work was completed and unveiled on August 4, 2009. The van Berkel pavilion was temporarily closed for repairs August 10–14, due to unanticipated wear and tear. Both pavilions were dismantled after November 1, 2009; the materials from van Berkel's were recycled, while Hadid's was stored for possible exhibition elsewhere.
### Christmas tree
In October 2015, the city announced that its official annual Christmas tree lighting, which had been held at Daley Center since 1966 (except for 1982), would be held at the park in order that the official Christmas tree of the city could be closer to ice skating at McCormick Tribune Plaza & Ice Rink, the annual Christmas caroling at Cloud Gate and to the new offerings of the nearby Maggie Daley Park. The annual tree raising now occurs in the park near Michigan Avenue and Washington Street. Some parties opposed the move that separated the annual tree from the Christkindlmarket and the Chicago Picasso. The city's first official tree lighting by Mayor Carter Harrison, Jr. in 1913 had been held in Grant Park on Michigan Avenue two blocks south of the new location.
### In popular culture
Jeff Garlin claims that I Want Someone to Eat Cheese With was the first Hollywood movie to incorporate Millennium Park. The film was not released until 2006, after the release of several other movies. These include the 2005 film The Weather Man, which starred Nicolas Cage and was filmed in part at the park's McCormick Tribune Plaza & Ice Rink. The 2006 romantic comedy The Break-Up shot scenes in the park, then had to reshoot some of them because Cloud Gate was under cover in some of the initial shots. Other movies which include scenes filmed in Millennium Park include the 2005 thriller Derailed, the 2006 romance The Lake House, and the 2007 thriller Butterfly on a Wheel. At least two television series have filmed in the park, including Leverage and Prison Break, which featured shots of the Crown Fountain in the first few episodes of its first season (2005). In the ending scene of Source Code (2011), Jake Gyllenhaal's and Michelle Monaghan's characters are seen walking through Millennium Park, and make their way to the Cloud Gate. In the 2012 romantic comedy, The Vow, the characters run from the Art Institute of Chicago across the Nichols Bridgeway to Millennium Park, where they kiss under Cloud Gate. The book series Divergent has several events set in the part, with mentions of the Cloud Gate sculpture (referred to as The Bean), the Jay Pritzker Pavilion, as well as the park itself, though it is only referred to as Millennium in the novel. The faction Erudite has their headquarters across from the park in the book series. The park was featured in the 2014 action-adventure video game Watch Dogs.
## Controversy
### Height restrictions
In 1836, a year before Chicago was incorporated, the Board of Canal Commissioners held public auctions for the city's first lots. Foresighted citizens, who wanted the lakefront kept as public open space, convinced the commissioners to designate the land east of Michigan Avenue between Randolph Street and Park Row (11th Street) "Public Ground—A Common to Remain Forever Open, Clear and Free of Any Buildings, or Other Obstruction, whatever." Grant Park has been "forever open, clear and free" since, protected by legislation that has been affirmed by four previous Illinois Supreme Court rulings. In 1839, United States Secretary of War Joel Roberts Poinsett upon decommissioning the Fort Dearborn reserve, declared the land between Randolph Street and Madison Street east of Michigan Avenue "Public Ground forever to remain vacant of buildings".
Aaron Montgomery Ward, who is known both as the inventor of mail order and the protector of Grant Park, twice sued the city of Chicago to force it to remove buildings and structures from Grant Park and to keep it from building new ones. In 1890, arguing that Michigan Avenue property owners held easements on the park land, Ward commenced legal actions to keep the park free of new buildings. In 1900, the Illinois Supreme Court concluded that all landfill east of Michigan Avenue was subject to dedications and easements. In 1909, when Ward sought to prevent the construction of the Field Museum of Natural History in the center of the park, the courts affirmed his arguments.
As a result, the city has what are termed Montgomery Ward height restrictions on buildings and structures in Grant Park. However, the Crown Fountain and the 139-foot (42 m) Pritzker Pavilion were exempt from the height restrictions, because they were classified as works of art and not buildings or structures. According to The Economist, the pavilion is described as a work of art to dodge the protections established by Ward, who is said to continue to rule and protect Grant Park from his grave. The Harris Theater, which is adjacent to Pritzker Pavilion, was built almost entirely underground to avoid the height restrictions. The height of the Crown Fountain, which is also exempted as a work of art, has been described as stemming from a "pissing contest" with other park feature artists.
### Financial issues
The Millennium Park project has been the subject of some criticism since its inception. In addition to concerns about cost overruns, individuals and organizations have complained that the money spent on the park might have gone to other worthy causes. Although the park's design and architectural elements have won wide praise, there has been some criticism of its aesthetics. Other criticism has revolved around the larger issue of political favors in the city. The New York Times reported in July 2004 that a contract for park cleanup had gone to a company that made contributions to Mayor Daley's election campaign. The park's full-service restaurant, Park Grill, has been criticized for its connection to numerous friends and associates of the mayor.
Concerns have also been raised over the mixed use of taxpayer and corporate funding and associated naming rights for sections of the park. While a monument in Wrigley Square honors the park's many private and corporate donors, many park features are also named for their corporate underwriters, with the sponsors' names prominently indicated with stone markers (The Boeing Gallery, The Exelon Pavilion, The Grainger Plaza, The Wrigley Square). Some critics have deemed this to be inappropriate for a public space. Julie Deardorff, Chicago Tribune health and fitness reporter, described the naming of the McDonald's Cycle Center as a continuation of the " 'McDonaldization' of America" and as somewhat "insidious" because the company is making itself more prominent as the social sentiment is to move away from fast food. Timothy Gilfoyle, author of Millennium Park: Creating a Chicago Landmark, notes that a controversy surrounds the corporate naming of several of the park's features, including the BP Bridge, named for an oil company. Naming rights were sold for high fees, and Gilfoyle was not the only one who chastised park officials for selling naming rights to the highest bidder. Public interest groups have crusaded against commercialization of parks. However, many of the donors have a long history of local philanthropy and their funds were essential to provide necessary financing for several park features.
Ticket prices for both the Harris Theater and the Pritzker Pavilion have been controversial. John von Rhein, classical music critic for the Chicago Tribune, notes that the theater's size poses a challenge to performers attempting to fill its seats, and feels that it overemphasizes high-priced events. In 2009–2010, the theater introduced two discounted ticket programs: a \$5 lunchtime series of 45-minute dance performances, and a \$10 ticket program for in-person, cash-only purchases in the last 90 minutes before performances. Once the pavilion was built, the initial plan was that the lawn seating would be free for all events. An early brochure for the Grant Park Music Festival said "You never need a ticket to attend a concert! The lawn and the general seating section are always admission free." However, when parking garage revenue fell short of estimates during the first year, the city charged \$10 for lawn seating at the August 31, 2005, concert by Tori Amos. Amos, a classically trained musician who chose only piano and organ accompaniment for her concert, earned positive reviews as the inaugural rock and roll performer in a venue that regularly hosts classical music. The city justified the charge by contending that since the pavilion is an open-air venue, there were many places in Millennium Park where people could have enjoyed the music or the atmosphere of the park without having to pay.
### Use restrictions
When Millennium Park first opened in 2004, Metra police stopped a Columbia College Chicago journalism student working on a photography project, and confiscated his film because of fears of terrorism. In 2005, Cloud Gate attracted some controversy when a professional photographer without a paid permit was denied access to the piece. As is the case for all works of art currently covered by United States copyright law, the artist holds the copyright for the sculpture. The public may freely photograph Cloud Gate, but permission from Kapoor or the City of Chicago (which has licensed the art) is required for any commercial reproductions of the photographs. Initially the city charged photographers permit fees of \$350 per day for professional still photographers, \$1,200 per day for professional videographers and \$50 per hour for wedding photographers. The policy has been changed so permits are only required for large-scale film, video and photography requiring 10-person crews.
Almost all of Millennium Park was closed for a day for corporate events in 2005 and 2006. Closing a public park partly paid for with taxpayer money was controversial, as was the exclusion of commuters who walk through the park and tourists lured by its attractions. On September 8, 2005, Toyota Motor Sales USA paid \$800,000 to rent all park venues from 6 a.m. to 11 p.m, except Wrigley Square, the Lurie Garden, the McDonald's Cycle Center and the Crown Fountain. The city said the money was used to fund day-to-day operations, and for free events in the park, including the Lurie Garden Festival, a Steppenwolf Theater production, musical performers along the Chase Promenade all summer long, a jazz series, and children's concerts. The name of Toyota, one of the sponsors, was included on Millennium Park brochures, web site, and advertising signage. The closure provided a public relations opportunity for General Motors, which shuttled 1,500 tourists from the park to see other Chicago attractions. Toyota said it considered \$300,000 a rental expense and \$500,000 a sponsoring donation. On August 7, 2006, Allstate, which paid \$200,000 as a rental expense and \$500,000 as a sponsoring donation, acquired the visitation rights to a different set of park features (including Lurie Garden), and only had exclusive access to certain features after 4 p.m.
The park is closed from 11 p.m. to 6 a.m. daily. Chicago is a dog-friendly city with a half dozen dog beaches, however the city does not permit dogs in the park. Only on-duty service dogs for the disabled or visually impaired are permitted.
### Surveillance cameras
In November 2006, the Crown Fountain became the focus of a public controversy when the city added surveillance cameras atop each tower. Purchased with a \$52 million Department of Homeland Security grant, the cameras augmented eight others covering all of Millennium Park. City officials had consulted the architects who collaborated with Plensa on the tower designs, but not Plensa himself. Public reaction was negative, as bloggers and the artistic community decried the cameras as inappropriate and a blight on the towers. The city said that the cameras would be replaced with permanent, less intrusive models in several months; it contended that the cameras, similar to those used throughout Chicago in high-crime areas and at traffic intersections, had been added largely for security reasons but also partly to help park officials monitor burnt-out LED lights on the fountain. The Chicago Tribune published an article on the cameras and the public reaction; the cameras were removed the next day, with Plensa's support.
## Reception and recognition
The Financial Times describes Millennium Park as "an extraordinary public park that is set to create new iconic images of the city", and further notes that it is "a genuinely 21st-century interactive park [that] could trigger a new way of thinking about public outdoor spaces". Time magazine views both Cloud Gate and the Jay Pritzker Pavilion as part of a well-planned visit to Chicago. Frommer's lists exploring Millennium Park as one of the four best free things to do in the city, and it commends the park for its various artistic offerings. Lonely Planet recommends an hour-long stroll to see the park's playful art. The park is praised as a "showcase of art and urban design" by the San Francisco Chronicle, while Time refers to it as an "artfully re-arranged ... civic phantasmagoria like Antonio Gaudí's Park Güell in Barcelona, with the difference that this one is the product of an ensemble of creative spirits". The book 1,000 Places to See in the U.S.A. & Canada Before You Die describes Millennium Park as a renowned attraction.
The park was designed to be accessible; it only needs a single wheelchair lift and its accessibility won its project director the 2005 Barrier-Free America Award. The McCormick Tribune Plaza & Ice Rink and the Jay Pritzker Pavilion both provide accessible restrooms. The park opened with 78 women's toilet fixtures and 45 for men, with heated facilities on the east side of the Pritzker Pavilion. It also had about six dozen park benches designed by GGN (Gustafson Guthrie Nichol), the landscape architect responsible for the Lurie Garden. In 2005, the park won the Green Roof Award of Excellence in the Intensive Industrial/Commercial category from Green Roofs for Healthy Cities (GRHC). GRHC considers the park to be one of the largest green roofs in the world; it covers "a structural deck supported by two reinforced concrete cast-in-place garages and steel structures that span over the remaining railroad tracks". In 2005 the park also received Travel + Leisure'''s Design Award for "Best Public Space", and the American Public Works Association's "Project of the Year" Award. In its first year, the park, its features and associated people received over 30 awards.
Some mayors from other cities have admired the park as an example of successful urban planning. The mayor of Shanghai enjoyed his visit to the park, and San Francisco Mayor Gavin Newsom wished his city could create a similar type of civic amenity. Closer to home, Blair Kamin, the Pulitzer Prize-winning architecture critic for the Chicago Tribune'', concluded his 2004 review of Millennium Park with the following: "...a park provides a respite from the city, yet it also reflects the city. In that sense, all of Millennium Park mirrors the rebirth of Chicago ... the ambition of its patrons, the creativity of its artists and architects, and the ongoing miracle of its ability to transform a no place into a someplace that's extraordinary." In 2009 Millennium Park won the Rudy Bruner Award for Urban Excellence silver medal.
In celebration of the 2018 Illinois Bicentennial, Millennium Park was selected as one of the Illinois 200 Great Places by the American Institute of Architects Illinois component (AIA Illinois) and was recognized by USA Today Travel magazine, as one of AIA Illinois' selections for Illinois 25 Must See Places.
## See also
- Architecture of Chicago
- List of concert halls
- List of contemporary amphitheatres
- Park conservancy |
33,119 | William Gibson | 1,168,382,005 | American-Canadian speculative fiction novelist (born 1948) | [
"1948 births",
"20th-century American essayists",
"20th-century American male writers",
"20th-century American non-fiction writers",
"20th-century American novelists",
"20th-century American short story writers",
"20th-century Canadian male writers",
"20th-century Canadian non-fiction writers",
"20th-century Canadian novelists",
"20th-century Canadian short story writers",
"21st-century American essayists",
"21st-century American male writers",
"21st-century American non-fiction writers",
"21st-century American novelists",
"21st-century American short story writers",
"21st-century Canadian essayists",
"21st-century Canadian male writers",
"21st-century Canadian non-fiction writers",
"21st-century Canadian novelists",
"21st-century Canadian short story writers",
"American agnostics",
"American alternate history writers",
"American emigrants to Canada",
"American expatriate writers in Canada",
"American male bloggers",
"American male essayists",
"American male novelists",
"American male short story writers",
"American male television writers",
"American science fiction writers",
"Canadian agnostics",
"Canadian alternative history writers",
"Canadian male bloggers",
"Canadian male essayists",
"Canadian male novelists",
"Canadian male short story writers",
"Canadian male television writers",
"Canadian science fiction writers",
"Counterculture of the 1960s",
"Critics of religions",
"Cyberpunk writers",
"Cyberspace",
"Futurologists",
"Hugo Award-winning writers",
"Hyperreality theorists",
"Inkpot Award winners",
"Internet pioneers",
"Living people",
"Naturalized citizens of Canada",
"Nebula Award winners",
"Novelists from South Carolina",
"Novelists from Virginia",
"People from Conway, South Carolina",
"Philosophers of art",
"Philosophers of culture",
"Philosophers of literature",
"Philosophers of mind",
"Philosophers of science",
"Philosophers of social science",
"Philosophers of technology",
"Postmodern writers",
"SFWA Grand Masters",
"Science Fiction Hall of Fame inductees",
"Science fiction critics",
"Social philosophers",
"Theorists on Western civilization",
"University of British Columbia alumni",
"Vietnam War draft evaders",
"Virtual reality",
"William Gibson",
"Wired (magazine) people",
"Writers about activism and social change",
"Writers about globalization",
"Writers about religion and science"
]
| William Ford Gibson (born March 17, 1948) is an American-Canadian speculative fiction writer and essayist widely credited with pioneering the science fiction subgenre known as cyberpunk. Beginning his writing career in the late 1970s, his early works were noir, near-future stories that explored the effects of technology, cybernetics, and computer networks on humans—a "combination of lowlife and high tech"—and helped to create an iconography for the information age before the ubiquity of the Internet in the 1990s. Gibson coined the term "cyberspace" for "widespread, interconnected digital technology" in his short story "Burning Chrome" (1982), and later popularized the concept in his acclaimed debut novel Neuromancer (1984). These early works of Gibson's have been credited with "renovating" science fiction literature in the 1980s.
After expanding on the story in Neuromancer with two more novels (Count Zero in 1986 and Mona Lisa Overdrive in 1988), thus completing the dystopic Sprawl trilogy, Gibson collaborated with Bruce Sterling on the alternate history novel The Difference Engine (1990), which became an important work of the science fiction subgenre known as steampunk.
In the 1990s, Gibson composed the Bridge trilogy of novels, which explored the sociological developments of near-future urban environments, postindustrial society, and late capitalism. Following the turn of the century and the events of 9/11, Gibson emerged with a string of increasingly realist novels—Pattern Recognition (2003), Spook Country (2007), and Zero History (2010)—set in a roughly contemporary world. These works saw his name reach mainstream bestseller lists for the first time. His most recent novels, The Peripheral (2014) and Agency (2020), returned to a more overt engagement with technology and recognizable science fiction themes.
In 1999, The Guardian described Gibson as "probably the most important novelist of the past two decades", while The Sydney Morning Herald called him the "noir prophet" of cyberpunk. Throughout his career, Gibson has written more than 20 short stories and 12 critically acclaimed novels (one in collaboration), contributed articles to several major publications, and collaborated extensively with performance artists, filmmakers, and musicians. His work has been cited as influencing a variety of disciplines: academia, design, film, literature, music, cyberculture, and technology.
## Early life
### Childhood, itinerance, and adolescence
William Ford Gibson was born in the coastal city of Conway, South Carolina, and he spent most of his childhood in Wytheville, Virginia, a small town in the Appalachians where his parents had been born and raised. His family moved frequently during Gibson's youth owing to his father's position as manager of a large construction company. In Norfolk, Virginia, Gibson attended Pines Elementary School, where the teachers' lack of encouragement for him to read was a cause of dismay for his parents. While Gibson was still a young child, a little over a year into his stay at Pines Elementary, his father choked to death in a restaurant while on a business trip. His mother, unable to tell William the bad news, had someone else inform him of the death. Tom Maddox has commented that Gibson "grew up in an America as disturbing and surreal as anything J. G. Ballard ever dreamed".
A few days after the death of his father, Gibson and his mother moved back from Norfolk to Wytheville. Gibson later described Wytheville as "a place where modernity had arrived to some extent but was deeply distrusted" and credits the beginnings of his relationship with science fiction, his "native literary culture", with the subsequent feeling of abrupt exile. At the age of 12, Gibson "wanted nothing more than to be a science fiction writer". He spent a few unproductive years at basketball-obsessed George Wythe High School, a time spent largely in his room listening to records and reading books. At 13, unbeknownst to his mother, he purchased an anthology of Beat generation writing, thereby gaining exposure to the writings of Allen Ginsberg, Jack Kerouac, and William S. Burroughs; the lattermost had a particularly pronounced effect, greatly altering Gibson's notions of the possibilities of science fiction literature.
A shy, ungainly teenager, Gibson grew up in a monoculture he found "highly problematic", consciously rejected religion and took refuge in reading science fiction as well as writers such as Burroughs and Henry Miller. Becoming frustrated with his poor academic performance, Gibson's mother threatened to send him to a boarding school; to her surprise, he reacted enthusiastically. Unable to afford his preferred choice of Southern California, his then "chronically anxious and depressive" mother, who had remained in Wytheville since the death of her husband, sent him to Southern Arizona School for Boys in Tucson. He resented the structure of the private boarding school but was in retrospect grateful for its forcing him to engage socially. On the SAT (Scholastic Aptitude Test) exams, he scored 148 out of 150 in the written section but 5 out of 150 in mathematics, to the dismay of his teachers.
### Draft-dodging, exile, and counterculture
After his mother's death when he was 18, Gibson left school without graduating and became very isolated for a long time, traveling to California and Europe, and immersing himself in the counterculture. In 1967, he elected to move to Canada in order "to avoid the Vietnam war draft". At his draft hearing, he honestly informed interviewers that his intention in life was to sample every narcotic substance in existence. Gibson has observed that he "did not literally evade the draft, as they never bothered drafting me"; after the hearing he went home, purchased a bus ticket to Toronto, and left a week or two later. In the biographical documentary No Maps for These Territories (2000), Gibson said that his decision was motivated less by conscientious objection than by a desire to "sleep with hippie chicks" and indulge in hashish. He elaborated on the topic in a 2008 interview:
> When I started out as a writer I took credit for draft evasion where I shouldn't have. I washed up in Canada with some vague idea of evading the draft but then I was never drafted so I never had to make the call. I don't know what I would have done if I'd really been drafted. I wasn't a tightly wrapped package at that time. If somebody had drafted me I might have wept and gone. I wouldn't have liked it of course.
After weeks of nominal homelessness, Gibson was hired as the manager of Toronto's first head shop, a retailer of drug paraphernalia. He found the city's émigré community of American draft dodgers unbearable owing to the prevalence of clinical depression, suicide, and hardcore substance abuse. He appeared, during the Summer of Love of 1967, in a CBC newsreel item about hippie subculture in Yorkville, Toronto, for which he was paid \$500—the equivalent of 20 weeks' rent—which financed his later travels. Gibson spent a "brief, riot-torn spell" in the District of Columbia where he completed his high school diploma at the age of 21. He spent the rest of the 1960s in Toronto, where he met Vancouverite Deborah Jean Thompson, with whom he subsequently traveled to Europe. Gibson has recounted that they concentrated their travels on European nations with fascist regimes and favorable exchange rates, including spending time on a Greek archipelago and in Istanbul in 1970, as they "couldn't afford to stay anywhere that had anything remotely like hard currency".
The couple married and settled in Vancouver, British Columbia, in 1972, with Gibson looking after their first child while they lived off his wife's teaching salary. During the 1970s, Gibson made a substantial part of his living from scouring Salvation Army thrift stores for underpriced artifacts he would then up-market to specialist dealers. Realizing that it was easier to sustain high college grades, and thus qualify for generous student financial aid, than to work, he enrolled at the University of British Columbia (UBC), earning "a desultory bachelor's degree in English" in 1977. Through studying English literature, he was exposed to a wider range of fiction than he would have read otherwise; something he credits with giving him ideas inaccessible from within the culture of science fiction, including an awareness of postmodernity. It was at UBC that he attended his first course on science fiction, taught by Susan Wood, at the end of which he was encouraged to write his first short story, "Fragments of a Hologram Rose".
### Early writing and the evolution of cyberpunk
After considering pursuing a master's degree on the topic of hard science fiction novels as fascist literature, Gibson discontinued writing in the year that followed graduation and, as one critic put it, expanded his collection of punk records. During this period he worked at various jobs, including a three-year stint as teaching assistant on a film history course at his alma mater. Impatient at much of what he saw at a science fiction convention in Vancouver in 1980 or 1981, Gibson found a kindred spirit in fellow panelist, punk musician and author John Shirley. The two became immediate and lifelong friends. Shirley persuaded Gibson to sell his early short stories and to take writing seriously.
Through Shirley, Gibson came into contact with science fiction authors Bruce Sterling and Lewis Shiner; reading Gibson's work, they realized that it was, as Sterling put it, "breakthrough material" and that they needed to "put down our preconceptions and pick up on this guy from Vancouver; this [was] the way forward." Gibson met Sterling at a science fiction convention in Denver, Colorado, in the autumn of 1981, where he read "Burning Chrome" – the first cyberspace short story – to an audience of four people, and later stated that Sterling "completely got it".
In October 1982, Gibson traveled to Austin, Texas, for ArmadilloCon, at which he appeared with Shirley, Sterling and Shiner on a panel called "Behind the Mirrorshades: A Look at Punk SF", where Shiner noted "the sense of a movement solidified". After a weekend discussing rock and roll, MTV, Japan, fashion, drugs and politics, Gibson left the cadre for Vancouver, declaring half-jokingly that "a new axis has been formed." Sterling, Shiner, Shirley and Gibson, along with Rudy Rucker, went on to form the core of the radical cyberpunk literary movement.
## Literary career
### Early short fiction
Gibson's early writings are generally near-future stories about the influences of cybernetics and cyberspace (computer-simulated reality) technology on the human species. His themes of hi-tech shanty towns, recorded or broadcast stimulus (later to be developed into the "sim-stim" package featured so heavily in Neuromancer), and dystopic intermingling of technology and humanity, are already evident in his first published short story, "Fragments of a Hologram Rose", in the Summer 1977 issue of Unearth. The latter thematic obsession was described by his friend and fellow author, Bruce Sterling, in the introduction of Gibson's short story collection Burning Chrome, as "Gibson's classic one-two combination of lowlife and high tech."
Beginning in 1981, Gibson's stories appeared in Omni and Universe 11, wherein his fiction developed a bleak, film noir feel. He consciously distanced himself as far as possible from the mainstream of science fiction (towards which he felt "an aesthetic revulsion", expressed in "The Gernsback Continuum"), to the extent that his highest goal was to become "a minor cult figure, a sort of lesser Ballard." When Sterling started to distribute the stories, he found that "people were just genuinely baffled ... I mean they literally could not parse the guy's paragraphs ... the imaginative tropes he was inventing were just beyond people's grasp."
While Larry McCaffery has commented that these early short stories displayed flashes of Gibson's ability, science fiction critic Darko Suvin has identified them as "undoubtedly [cyberpunk's] best works", constituting the "furthest horizon" of the genre. The themes which Gibson developed in the stories, the Sprawl setting of "Burning Chrome" and the character of Molly Millions from "Johnny Mnemonic" ultimately culminated in his first novel, Neuromancer.
### Neuromancer
Neuromancer was commissioned by Terry Carr for the second series of Ace Science Fiction Specials, which was intended to exclusively feature debut novels. Given a year to complete the work, Gibson undertook the actual writing out of "blind animal terror" at the obligation to write an entire novel – a feat which he felt he was "four or five years away from". After viewing the first 20 minutes of landmark cyberpunk film Blade Runner (1982) which was released when Gibson had written a third of the novel, he "figured [Neuromancer] was sunk, done for. Everyone would assume I'd copped my visual texture from this astonishingly fine-looking film." He re-wrote the first two-thirds of the book twelve times, feared losing the reader's attention and was convinced that he would be "permanently shamed" following its publication; yet what resulted was a major imaginative leap forward for a first-time novelist.
Neuromancer's release was not greeted with fanfare, but it hit a cultural nerve, quickly becoming an underground word-of-mouth hit. It became the first winner of one science fiction "triple crown" —both Nebula and Hugo Awards as the year's best novel and Philip K. Dick Award as the best paperback original— eventually selling more than 6.5 million copies worldwide.
Lawrence Person in his "Notes Toward a Postcyberpunk Manifesto" (1998) identified Neuromancer as "the archetypal cyberpunk work".
In 2005, as part of the Time list of the 100 best English-language novels written since 1923, Lev Grossman opined of Neuromancer: "There is no way to overstate how radical Gibson's first and best novel was when it first appeared."
Literary critic Larry McCaffery described the concept of the matrix in Neuromancer as a place where "data dance with human consciousness ... human memory is literalized and mechanized ... multi-national information systems mutate and breed into startling new structures whose beauty and complexity are unimaginable, mystical, and above all nonhuman." A 52-year-old Gibson later commented on himself as an author, circa Neuromancer, that "I'd buy him a drink, but I don't know if I'd loan him any money," and referred to the novel as "an adolescent's book". The success of Neuromancer nonetheless led to the 35-year-old Gibson's emergence from obscurity.
### Sprawl trilogy, The Difference Engine, and Bridge trilogy
Although much of Gibson's reputation has remained rooted in Neuromancer, his work continued to evolve conceptually and stylistically. He next intended to write an unrelated postmodern space opera, titled The Log of the Mustang Sally, but reneged on the contract with Arbor House after a falling out over the dustjacket art of their hardcover of Count Zero. Abandoning The Log of the Mustang Sally, Gibson instead wrote Mona Lisa Overdrive (1988), which in the words of Larry McCaffery "turned off the lights" on cyberpunk literature. It was a culmination of his previous two novels, set in the same universe with shared characters, thereby completing the Sprawl trilogy. The trilogy solidified Gibson's reputation, with both later novels also earning Nebula and Hugo Award and Locus SF Award nominations.
The Sprawl trilogy was followed by the 1990 novel The Difference Engine, an alternative history novel Gibson wrote in collaboration with Bruce Sterling. Set in a technologically advanced Victorian era Britain, the novel was a departure from the authors' cyberpunk roots. It was nominated for the Nebula Award for Best Novel in 1991 and the John W. Campbell Memorial Award in 1992, and its success drew attention to the nascent steampunk literary genre of which it remains the best-known work.
Gibson's second series, the "Bridge trilogy", is composed of Virtual Light (1993), a "darkly comic urban detective story", Idoru (1996), and All Tomorrow's Parties (1999). The first and third books in the trilogy center on San Francisco in the near future; all three explore Gibson's recurring themes of technological, physical, and spiritual transcendence in a more grounded, matter-of-fact style than his first trilogy. Salon's Andrew Leonard notes that in the Bridge trilogy, Gibson's villains change from multinational corporations and artificial intelligences of the Sprawl trilogy to the mass media – namely tabloid television and the cult of celebrity. Virtual Light depicts an "end-stage capitalism, in which private enterprise and the profit motive are taken to their logical conclusion", according to one review. Leonard's review called Idoru a "return to form" for Gibson, while critic Steven Poole asserted that All Tomorrow's Parties marked his development from "science-fiction hotshot to wry sociologist of the near future."
### Blue Ant
After All Tomorrow's Parties, Gibson began to adopt a more realist style of writing, with continuous narratives – "speculative fiction of the very recent past." Science fiction critic John Clute has interpreted this approach as Gibson's recognition that traditional science fiction is no longer possible "in a world lacking coherent 'nows' to continue from", characterizing it as "SF for the new century". Gibson's novels Pattern Recognition (2003), Spook Country (2007) and Zero History (2010) are set in the same contemporary universe — "more or less the same one we live in now" — and put Gibson's work on to mainstream bestseller lists for the first time. As well as the setting, the novels share some of the same characters, including Hubertus Bigend and Pamela Mainwaring, employees of the enigmatic marketing company Blue Ant.
When asked on Twitter what this series of novels should be called ("The Bigend Trilogy? The Blue Ant Cycle? What?"), Gibson replied "I prefer 'books'. The Bigend books." However, "Blue Ant" rather than "Bigend" has become the standard signifier. At a later date, Gibson stated that he did not name his trilogies, "I wait to see what people call them," and has in 2016 used "the Blue Ant books" in a tweet.
A phenomenon peculiar to this era was the independent development of annotating fansites, PR-Otaku and Node Magazine, devoted to Pattern Recognition and Spook Country respectively. These websites tracked the references and story elements in the novels through online resources such as Google and Wikipedia and collated the results, essentially creating hypertext versions of the books. Critic John Sutherland characterized this phenomenon as threatening "to completely overhaul the way literary criticism is conducted".
About 100 pages into writing Pattern Recognition, Gibson felt impelled to re-write the main character's backstory, which had been suddenly rendered implausible by the September 11, 2001 attacks; he described this as "the strangest experience I've ever had with a piece of fiction." He saw the attacks as a nodal point in history, "an experience out of culture", and "in some ways ... the true beginning of the 21st century." He is noted as one of the first novelists to use the attacks to inform his writing. Examination of cultural changes in post-September 11 America, including a resurgent tribalism and the "infantilization of society", became a prominent theme of Gibson's work, while his focus nevertheless remained "at the intersection of paranoia and technology".
### The Jackpot trilogy and graphic novels
The Peripheral, the first in a new series of novels by William Gibson, was released on October 28, 2014. He described the story briefly in an appearance he made at the New York Public Library on April 19, 2013, and read an excerpt from the first chapter of the book entitled "The Gone Haptics." The story takes place in two eras, one about thirty years into the future and the other further in the future.
In 2017, Gibson's comic/graphic novel Archangel was published. Both Archangel and The Peripheral contain time travel (of sorts), but Gibson has clarified that the works are not related: "They're not 'same universe'. The Splitter and trans-continual virtuality are different mechanisms (different plot mechanisms too)." The next year, Dark Horse Comics began releasing Johnnie Christmas' adaptation of Gibson's Alien 3 script in five parts, resulting in a hardcover collection being published in 2019.
The Peripheral's continuation, Agency, was released on January 21, 2020 after being delayed from an initial announced release date of December 2018. Gibson said in a New Yorker magazine article that both the election of Donald Trump as U.S. President and the controversy over Cambridge Analytica had caused him to rethink and revise the text. The working title for the third novel in the series was Jackpot, which Gibson had a change of heart on in January 2021: "I don't think I'm going to call Agency's sequel Jackpot after all. Not because of [Jackpot by Michael Mechanic], which I look forward to reading, but because Agency was originally called Tulpagotchi. Which I still like, but would've been a different book."
## Collaborations, adaptations, and miscellanea
### Literary collaborations
Three of the stories that later appeared in Burning Chrome were written in collaboration with other authors: "The Belonging Kind" (1981) with John Shirley, "Red Star, Winter Orbit" (1983) with Sterling, and "Dogfight" (1985) with Michael Swanwick. Gibson had previously written the foreword to Shirley's 1980 novel City Come A-walkin' and the pair's collaboration continued when Gibson wrote the introduction to Shirley's short story collection Heatseeker (1989). Shirley convinced Gibson to write a story for the television series Max Headroom for which Shirley had written several scripts, but the network canceled the series.
Gibson and Sterling collaborated again on the short story "The Angel of Goliad" in 1990, which they soon expanded into the novel-length alternate history story The Difference Engine (1990). The two were later "invited to dream in public" (Gibson) in a joint address to the U.S. National Academy of Sciences Convocation on Technology and Education in 1993 ("the Al Gore people"), in which they argued against the digital divide and "appalled everyone" by proposing that all schools be put online, with education taking place over the Internet. In a 2007 interview, Gibson revealed that Sterling had an idea for "a second recursive science novel that was just a wonderful idea", but that Gibson was unable to pursue the collaboration because he was not creatively free at the time.
In 1993, Gibson contributed lyrics and featured as a guest vocalist on Yellow Magic Orchestra's Technodon album, and wrote lyrics to the track "Dog Star Girl" for Deborah Harry's Debravation.
### Film adaptations, screenplays, and appearances
Gibson was first solicited to work as a screenwriter after a film producer discovered a waterlogged copy of Neuromancer on a beach at a Thai resort. His early efforts to write film scripts failed to manifest themselves as finished product; "Burning Chrome" (which was to be directed by Kathryn Bigelow) and "Neuro-Hotel" were two attempts by the author at film adaptations that were never made. In the late 1980s he wrote an early version of Alien 3 (which he later characterized as "Tarkovskian"), few elements of which survived in the final version. In 2018-19, Dark Horse Comics released a five-part adaptation of Gibson's Alien 3 script, illustrated and adapted by Johnnie Christmas. In 2019, Audible released an audio drama of Gibson's script, adapted by Dirk Maggs and with Michael Biehn and Lance Henriksen reprising their roles.
Gibson's early involvement with the film industry extended far beyond the confines of the Hollywood blockbuster system. At one point, he collaborated on a script with Kazakh director Rashid Nugmanov after an American producer had expressed an interest in a Soviet-American collaboration to star Soviet rock musician Viktor Tsoi. Despite being occupied with writing a novel, Gibson was reluctant to abandon the "wonderfully odd project" which involved "ritualistic gang-warfare in some sort of sideways-future Leningrad" and sent Jack Womack to Russia in his stead. Rather than producing a motion picture, a prospect that ended with Tsoi's death in a car crash, Womack's experiences in Russia ultimately culminated in his novel Let's Put the Future Behind Us and informed much of the Russian content of Gibson's Pattern Recognition. A similar fate befell Gibson's collaboration with Japanese filmmaker Sogo Ishii in 1991, a film they planned on shooting in the Walled City of Kowloon until the city was demolished in 1993.
Adaptations of Gibson's fiction have frequently been optioned and proposed, to limited success. Two of the author's short stories, both set in the Sprawl trilogy universe, have been loosely adapted as films: Johnny Mnemonic (1995) with screenplay by Gibson and starring Keanu Reeves, Dolph Lundgren and Takeshi Kitano, and New Rose Hotel (1998), starring Christopher Walken, Willem Dafoe, and Asia Argento. The former was the first time in history that a book was launched simultaneously as a film and a CD-ROM interactive video game. As of 2013, Vincenzo Natali still hoped to bring Neuromancer to the screen, after some years in development hell. Count Zero was at one point being developed as The Zen Differential with director Michael Mann attached, and the third novel in the Sprawl trilogy, Mona Lisa Overdrive, has also been optioned and bought. An anime adaptation of Idoru was announced as in development in 2006, and Pattern Recognition was in the process of development by director Peter Weir, although according to Gibson the latter is no longer attached to the project. Announced at International Film Festival Rotterdam in 2015 is an adaptation of Gibson's short story Dogfight by BAFTA award-winning writer and director Simon Pummell. Written by Gibson and Michael Swanwick and first published in Omni in July 1985, the film is being developed by British producer Janine Marmot at Hot Property Films.
Television is another arena in which Gibson has collaborated; with friend Tom Maddox, he co-wrote The X-Files episodes "Kill Switch" and "First Person Shooter", broadcast in 1998 and 2000. In 1998 he contributed the introduction to the spin-off publication Art of the X-Files. Gibson made a cameo appearance in the television miniseries Wild Palms at the behest of creator Bruce Wagner. Director Oliver Stone had borrowed heavily from Gibson's novels to make the series, and in the aftermath of its cancellation Gibson contributed an article, "Where The Holograms Go", to the Wild Palms Reader. He accepted another acting role in 2002, appearing alongside Douglas Coupland in the short film Mon Amour Mon Parapluie in which the pair played philosophers. Appearances in fiction aside, Gibson was the focus of a biographical documentary by Mark Neale in 2000 called No Maps for These Territories. The film follows Gibson over the course of a drive across North America discussing various aspects of his life, literary career and cultural interpretations. It features interviews with Jack Womack and Bruce Sterling, as well as recitations from Neuromancer by Bono and The Edge.
Amazon released The Peripheral , a TV series from the producers of Westworld based on Gibson's novel of the same name, in October 2022.
### Exhibitions, poetry, and performance art
Gibson has contributed text to be integrated into a number of performance art pieces. In October 1989, Gibson wrote text for such a collaboration with acclaimed sculptor and future Johnny Mnemonic director Robert Longo titled Dream Jumbo: Working the Absolutes, which was displayed in Royce Hall, University of California Los Angeles. Three years later, Gibson contributed original text to "Memory Palace", a performance show featuring the theater group La Fura dels Baus at Art Futura '92, Barcelona, which featured images by Karl Sims, Rebecca Allen, Mark Pellington with music by Peter Gabriel and others. It was at Art Futura '92 that Gibson met Charlie Athanas, who would later act as dramaturg and "cyberprops" designer on Steve Pickering and Charley Sherman's adaptation of "Burning Chrome" for the Chicago stage. Gibson's latest contribution was in 1997, a collaboration with critically acclaimed Vancouver-based contemporary dance company Holy Body Tattoo and Gibson's friend and future webmaster Christopher Halcrow.
In 1990, Gibson contributed to "Visionary San Francisco", an exhibition at the San Francisco Museum of Modern Art shown from June 14 to August 26. He wrote a short story, "Skinner's Room", set in a decaying San Francisco in which the San Francisco–Oakland Bay Bridge was closed and taken over by the homeless – a setting Gibson then detailed in the Bridge trilogy. The story inspired a contribution to the exhibition by architects Ming Fung and Craig Hodgetts that envisioned a San Francisco in which the rich live in high-tech, solar-powered towers, above the decrepit city and its crumbling bridge. The architects exhibit featured Gibson on a monitor discussing the future and reading from "Skinner's Room". The New York Times hailed the exhibition as "one of the most ambitious, and admirable, efforts to address the realm of architecture and cities that any museum in the country has mounted in the last decade", despite calling Ming and Hodgetts's reaction to Gibson's contribution "a powerful, but sad and not a little cynical, work". A slightly different version of the short story was featured a year later in Omni.
### Cryptography
A particularly well-received work by Gibson was Agrippa (a book of the dead) (1992), a 300-line semi-autobiographical electronic poem that was his contribution to a collaborative project with artist Dennis Ashbaugh and publisher Kevin Begos, Jr. Gibson's text focused on the ethereal nature of memories (the title refers to a photo album) and was originally published on a 3.5" floppy disk embedded in the back of an artist's book containing etchings by Ashbaugh (intended to fade from view once the book was opened and exposed to light — they never did, however). Gibson commented that Ashbaugh's design "eventually included a supposedly self-devouring floppy-disk intended to display the text only once, then eat itself." Contrary to numerous colorful reports, the diskettes were never actually "hacked"; instead the poem was manually transcribed from a surreptitious videotape of a public showing in Manhattan in December 1992, and released on the MindVox bulletin board the next day; this is the text that circulated widely on the Internet.
Since its debut in 1992, the mystery of Agrippa remained hidden for 20 years. Although many had tried to hack the code and decrypt the program, the uncompiled source code was lost long ago. Alan Liu and his team at "The Agrippa Files" created an extensive website with tools and resources to crack the Agrippa Code. They collaborated with Matthew Kirschenbaum at the Maryland Institute for Technology in the Humanities and the Digital Forensics Lab, and Quinn DuPont, a PhD student of cryptography from the University of Toronto, in calling for the aid of cryptographers to figure out how the program works by creating "Cracking the Agrippa Code: The Challenge", which enlisted participants to solve the intentional scrambling of the poem in exchange for prizes. The code was successfully cracked by Robert Xiao in late July 2012.
### Essays and short-form nonfiction
Gibson is a sporadic contributor of non-fiction articles to newspapers and journals. He has occasionally contributed longer-form articles to Wired and of op-eds to The New York Times, and has written for The Observer, Addicted to Noise, New York Times Magazine, Rolling Stone, and Details Magazine. His first major piece of nonfiction, the article "Disneyland with the Death Penalty", concerning the city-state of Singapore, resulted in Wired being banned from the country and attracted a spirited critical response. He commenced writing a blog in January 2003, providing voyeuristic insights into his reaction to Pattern Recognition, but abated in September of the same year owing to concerns that it might negatively affect his creative process.
Gibson recommenced blogging in October 2004, and during the process of writing Spook Country – and to a lesser extent Zero History – frequently posted short nonsequential excerpts from the novel to the blog. The blog was largely discontinued by July 2009, after the writer had undertaken prolific microblogging on Twitter under the nom de plume "GreatDismal". In 2012, Gibson released a collection of his non-fiction works entitled Distrust That Particular Flavor.
## Influence and recognition
Gibson's prose has been analyzed by a number of scholars, including a dedicated 2011 book, William Gibson: A Literary Companion. Hailed by Steven Poole of The Guardian in 1999 as "probably the most important novelist of the past two decades" in terms of influence, Gibson first achieved critical recognition with his debut novel, Neuromancer. The novel won three major science fiction awards (the Nebula Award, the Philip K. Dick Award, and the Hugo Award), an unprecedented achievement described by the Mail & Guardian as "the sci-fi writer's version of winning the Goncourt, Booker and Pulitzer prizes in the same year". Neuromancer gained unprecedented critical and popular attention outside science fiction, as an "evocation of life in the late 1980s", although The Observer noted that "it took the New York Times 10 years" to mention the novel.
Gibson's work has received international attention from an audience that was not limited to science fiction aficionados as, in the words of Laura Miller, "readers found startlingly prophetic reflections of contemporary life in [its] fantastic and often outright paranoid scenarios." It is often situated by critics within the context of postindustrialism as, according to academic David Brande, a construction of "a mirror of existing large-scale techno-social relations", and as a narrative version of postmodern consumer culture. It is praised by critics for its depictions of late capitalism and its "rewriting of subjectivity, human consciousness and behaviour made newly problematic by technology." Tatiani Rapatzikou, writing in The Literary Encyclopedia, identifies Gibson as "one of North America's most highly acclaimed science fiction writers".
### Cultural significance
In his early short fiction, Gibson is credited by Rapatzikou in The Literary Encyclopedia with effectively "renovating" science fiction, a genre at that time considered widely "insignificant", influencing by means of the postmodern aesthetic of his writing the development of new perspectives in science fiction studies. In the words of filmmaker Marianne Trench, Gibson's visions "struck sparks in the real world" and "determined the way people thought and talked" to an extent unprecedented in science fiction literature. The publication of Neuromancer (1984) hit a cultural nerve, causing Larry McCaffery to credit Gibson with virtually launching the cyberpunk movement, as "the one major writer who is original and gifted to make the whole movement seem original and gifted." Aside from their central importance to cyberpunk and steampunk fiction, Gibson's fictional works have been hailed by space historian Dwayne A. Day as some of the best examples of space-based science fiction (or "solar sci-fi"), and "probably the only ones that rise above mere escapism to be truly thought-provoking".
Gibson's early novels were, according to The Observer, "seized upon by the emerging slacker and hacker generation as a kind of road map". Through his novels, such terms as cyberspace, netsurfing, ICE, jacking in, and neural implants entered popular usage, as did concepts such as net consciousness, virtual interaction and "the matrix". In "Burning Chrome" (1982), he coined the term cyberspace, referring to the "mass consensual hallucination" of computer networks. Through its use in Neuromancer, the term gained such recognition that it became the de facto term for the World Wide Web during the 1990s. Artist Dike Blair has commented that Gibson's "terse descriptive phrases capture the moods which surround technologies, rather than their engineering."
Gibson's work has influenced several popular musicians: references to his fiction appear in the music of Stuart Hamm, Billy Idol, Warren Zevon, Deltron 3030, Straylight Run (whose name is derived from a sequence in Neuromancer) and Sonic Youth. U2's Zooropa album was heavily influenced by Neuromancer, and the band at one point planned to scroll the text of Neuromancer above them on a concert tour, although this did not end up happening. Members of the band did, however, provide background music for the audiobook version of Neuromancer as well as appearing in No Maps for These Territories, a biographical documentary of Gibson. He returned the favour by writing an article about the band's Vertigo Tour for Wired in August 2005. The band Zeromancer take their name from Neuromancer.
The film The Matrix (1999) drew inspiration for its title, characters and story elements from the Sprawl trilogy. The characters of Neo and Trinity in The Matrix are similar to Bobby Newmark (Count Zero) and Molly ("Johnny Mnemonic", Neuromancer). Like Turner, protagonist of Gibson's Count Zero, characters in The Matrix download instructions (to fly a helicopter and to "know kung fu", respectively) directly into their heads, and both Neuromancer and The Matrix feature artificial intelligences which strive to free themselves from human control. Critics have identified marked similarities between Neuromancer and the film's cinematography and tone. In spite of his initial reticence about seeing the film on its release, Gibson later described it as "arguably the ultimate 'cyberpunk' artifact." In 2008 he received honorary doctorates from Simon Fraser University and Coastal Carolina University. He was inducted by Science Fiction Hall of Fame that same year, presented by his close friend and collaborator Jack Womack.
### Visionary influence and prescience
In Neuromancer, Gibson first used the term "matrix" to refer to the visualized Internet, two years after the nascent modern Internet was formed in the early 1980s from the computer networks of the 1970s. Gibson thereby imagined a worldwide communications network years before the origin of the World Wide Web, although related notions had previously been imagined by others, including science fiction writers. At the time he wrote "Burning Chrome", Gibson "had a hunch that [the Internet] would change things, in the same way that the ubiquity of the automobile changed things." In 1995, he identified the advent, evolution and growth of the Internet as "one of the most fascinating and unprecedented human achievements of the century", a new kind of civilization that is – in terms of significance – on a par with the birth of cities, and in 2000 predicted it would lead to the death of the nation state.
Observers contend that Gibson's influence on the development of the Web reached beyond prediction; he is widely credited with creating an iconography for the information age, long before the embrace of the Internet by the mainstream. Gibson introduced, in Neuromancer, the notion of the "meatpuppet", and is credited with inventing—conceptually rather than participatorally—the phenomenon of virtual sex. His influence on early pioneers of desktop environment digital art has been acknowledged, and he holds an honorary doctorate from Parsons The New School for Design. Steven Poole claims that in writing the Sprawl trilogy Gibson laid the "conceptual foundations for the explosive real-world growth of virtual environments in video games and the Web". In his afterword to the 2000 re-issue of Neuromancer, fellow author Jack Womack suggests that Gibson's vision of cyberspace may have inspired the way in which the Internet (and the Web particularly) developed, following the publication of Neuromancer in 1984, asking "what if the act of writing it down, in fact, brought it about?"
Gibson scholar Tatiani G. Rapatzikou has commented, in Gothic Motifs in the Fiction of William Gibson, on the origin of the notion of cyberspace:
> Gibson's vision, generated by the monopolising appearance of the terminal image and presented in his creation of the cyberspace matrix, came to him when he saw teenagers playing in video arcades. The physical intensity of their postures, and the realistic interpretation of the terminal spaces projected by these games – as if there were a real space behind the screen – made apparent the manipulation of the real by its own representation.
In his Sprawl and Bridge trilogies, Gibson is credited with being one of the few observers to explore the portents of the information age for notions of the sociospatial structuring of cities. Not all responses to Gibson's visions have been positive, however; virtual reality pioneer Mark Pesce, though acknowledging their heavy influence on him and that "no other writer had so eloquently and emotionally affected the direction of the hacker community," dismissed them as "adolescent fantasies of violence and disembodiment." In Pattern Recognition, the plot revolves around snippets of film footage posted anonymously to various locations on the Internet. Characters in the novel speculate about the filmmaker's identity, motives, methods and inspirations on several websites, anticipating the 2006 lonelygirl15 Internet phenomenon. However, Gibson later disputed the notion that the creators of lonelygirl15 drew influence from him. Another phenomenon anticipated by Gibson is the rise of reality television, for example in Virtual Light, which featured a satirical extrapolated version of COPS.
When an interviewer in 1988 asked about the Bulletin Board System jargon in his writing, Gibson answered "I'd never so much as touched a PC when I wrote Neuromancer"; he was familiar, he said, with the science-fiction community, which overlapped with the BBS community. Gibson similarly did not play computer games despite appearing in his stories. He wrote Neuromancer on a 1927 olive-green Hermes portable typewriter, which Gibson described as "the kind of thing Hemingway would have used in the field". By 1988 he used an Apple IIc and AppleWorks to write, with a modem ("I don't really use it for anything"), but until 1996 Gibson did not have an email address, a lack he explained at the time to have been motivated by a desire to avoid correspondence that would distract him from writing. His first exposure to a website came while writing Idoru when a web developer built one for Gibson. In 2007 he said, "I have a 2005 PowerBook G4, a gig of memory, wireless router. That's it. I'm anything but an early adopter, generally. In fact, I've never really been very interested in computers themselves. I don't watch them; I watch how people behave around them. That's becoming more difficult to do because everything is 'around them'."
## Selected works
Novels
- Sprawl trilogy:
- Neuromancer (1984)
- Count Zero (1986)
- Mona Lisa Overdrive (1988)
- The Difference Engine (1990; with Bruce Sterling)
- Bridge trilogy:
- Virtual Light (1993)
- Idoru (1996)
- All Tomorrow's Parties (1999)
- Blue Ant trilogy (Hubertus Bigend):
- Pattern Recognition (2003)
- Spook Country (2007)
- Zero History (2010)
- Jackpot trilogy
- The Peripheral (2014)
- Agency (2020)
- Jackpot (TBD)
Adapted screenplays
- Archangel (2016–2017) (Graphic novel)
- Alien 3 (2018–2019) (Graphic novel)
- Alien III (2019) (Audio drama)
- Alien3: The Unproduced First-Draft Screenplay by William Gibson (2021). (Novel by Pat Cadigan)
Short stories
- Burning Chrome (1986, preface by Bruce Sterling), collects Gibson's early short fiction, listed by original publication date:
- "Fragments of a Hologram Rose" (1977, UnEarth 3)
- "Johnny Mnemonic" (1981, Omni)
- "The Gernsback Continuum" (1981, Universe 11)
- "Hinterlands" (1981, Omni)
- "The Belonging Kind", with John Shirley (1981, Shadows 4)
- "Burning Chrome" (1982, Omni)
- "Red Star, Winter Orbit", with Bruce Sterling (1983, Omni)
- "New Rose Hotel" (1984, Omni)
- "The Winter Market" (Nov. 1985, Vancouver)
- "Dogfight", with Michael Swanwick (1985, Omni)
- "Skinner's Room" (Nov. 1991, Omni)
Nonfiction
- Agrippa (A Book of the Dead) (1992) – a poem and artist's book
- No Maps for These Territories (2000) – an independent documentary film
- Distrust That Particular Flavor (2012) – written over a period of more than twenty years
- "Disneyland with the Death Penalty" – a 1993 Wired article
## Media appearances
- No Maps for These Territories (2000)
- Making of 'Johnny Mnemonic' (1995)
- Cyberpunk (1990)
- Wild Palms (1993)
## Explanatory notes |
22,790 | Ozzie Smith | 1,162,698,052 | American professional baseball player, shortstop (born 1954) | [
"1954 births",
"20th-century African-American sportspeople",
"21st-century African-American people",
"African-American baseball players",
"Baseball players from Los Angeles",
"Baseball players from Mobile, Alabama",
"Cal Poly Mustangs baseball players",
"California Polytechnic State University alumni",
"Gold Glove Award winners",
"Living people",
"Locke High School alumni",
"Major League Baseball broadcasters",
"Major League Baseball players with retired numbers",
"Major League Baseball shortstops",
"National Baseball Hall of Fame inductees",
"National League All-Stars",
"National League Championship Series MVPs",
"People from Watts, Los Angeles",
"San Diego Padres players",
"Silver Slugger Award winners",
"St. Louis Cardinals announcers",
"St. Louis Cardinals players",
"Walla Walla Padres players"
]
| Osborne Earl Smith (born December 26, 1954) is an American former professional baseball player. Nicknamed "the Wizard of Oz", Smith played shortstop for the San Diego Padres and St. Louis Cardinals in Major League Baseball, winning the National League Gold Glove Award for defensive play at shortstop for 13 consecutive seasons. A 15-time All-Star, Smith accumulated 2,460 hits and 580 stolen bases during his career, and won the National League Silver Slugger Award as the best hitter at shortstop in 1987. He was elected to the Baseball Hall of Fame in his first year of eligibility in 2002. He was also elected to the St. Louis Cardinals Hall of Fame in the inaugural class of 2014.
Smith was born in Mobile, Alabama; his family moved to Watts, Los Angeles, when he was six years old. While participating in childhood athletic activities, Smith developed quick reflexes; he went on to play baseball at Locke High School in Los Angeles, then at California Polytechnic State University, San Luis Obispo. Drafted as an amateur player by the Padres, Smith made his major league debut in 1978. He quickly established himself as an outstanding fielder, and later became known for performing backflips on special occasions while taking his position at the beginning of a game. Smith won his first Gold Glove Award in 1980 and made his first All-Star Game appearance in 1981.
When conflict with Padres' ownership developed for Smith, he was pursued by the Cardinals' manager, Whitey Herzog, who flew to San Diego to convince Smith he'd be an appreciated, valuable, and core component of the Cardinals and to waive the "no-trade" clause of his contract so that he could be traded and join the Cardinals. Herzog's overture to Smith worked. Smith waived the "no trade" clause and was subsequently traded to the Cardinals for shortstop Garry Templeton in 1982.
Upon joining the Cardinals, Smith helped the team win the 1982 World Series. Three years later, his game-winning home run during Game 5 of the 1985 National League Championship Series prompted broadcaster Jack Buck's "Go crazy, folks!" play-by-play call. Despite a rotator cuff injury during the 1985 season, Smith posted career highs in multiple offensive categories in 1987. Smith continued to earn Gold Gloves and All-Star appearances annually until 1993. During the 1995 season, Smith had shoulder surgery and was out nearly three months. After tension with his new manager Tony La Russa developed in 1996, Smith retired at season's end, and his uniform number (No. 1) was subsequently retired by the Cardinals. Smith served as host of the television show This Week in Baseball from 1997 to 1998.
## Early life
Smith was born in Mobile, Alabama, the second of Clovi and Marvella Smith's six children (five boys and one girl). His father worked as a sandblaster at Brookley Air Force Base. When Smith was six, his family moved to the Watts section of Los Angeles. His father became a delivery truck driver for Safeway stores, while his mother became an aide at a nursing home. His mother was an influential part of his life who stressed the importance of education and encouraged him to pursue his dreams.
Smith played a variety of sports in his youth, though considered baseball to be his favorite. He developed quick reflexes through various athletic and leisure activities, such as bouncing a ball off the concrete steps in front of his house, moving in closer to reduce reaction time with each throw. When not at the local YMCA or playing sports, Smith sometimes went with friends to the neighborhood lumberyard, springboarding off inner tubes and doing flips into sawdust piles (a precursor to his famous backflips). In 1965, at age 10, he endured the Watts Riots with his family, recalling, "We had to sleep on the floor because of all the sniping and looting going on."
While Smith was attending junior high school, his parents divorced. Continuing to pursue his interest in baseball, he would ride the bus for nearly an hour to reach Dodger Stadium, cheering for the Los Angeles Dodgers at about 25 games a year. Upon becoming a student at Locke High School, Smith played on the basketball and baseball teams. Smith was a teammate of future National Basketball Association player Marques Johnson on the basketball team, and a teammate of future fellow Hall-of-Fame player Eddie Murray on the baseball side. After high school, Smith attended Cal Poly San Luis Obispo in 1974 on a partial academic scholarship, and managed to walk on to the baseball team. He learned to switch-hit from Cal Poly coach Berdy Harr. When Cal Poly's starting shortstop broke his leg midway through the 1974 season, Smith took over the starting role. He was named an All-American athlete and established school records in career at-bats (754) and stolen bases (110) before graduating in 1977.
## Professional baseball career
### San Diego Padres
Smith was playing semi-professional baseball in Clarinda, Iowa, when in June 1976 he was selected in the seventh round of the amateur entry draft by the Detroit Tigers. The parties could not agree on a contract; Smith wanted a \$10,000 (\$ today) signing bonus, while the Tigers offered \$8,500 (\$ today). Smith returned to Cal Poly for his senior year, then in the 1977 draft was selected in the fourth round by the San Diego Padres, ultimately agreeing to a contract that included a \$5,000 signing bonus (\$ today). Smith spent his first year of professional baseball during 1977 with the Class A Walla Walla Padres of the Northwest League.
Smith began 1978 as a non-roster invitee to the San Diego Padres' spring training camp in Yuma, Arizona. Smith credited Padres manager Alvin Dark for giving him confidence by telling reporters the shortstop job was Smith's until he proved he can't handle it. Even though Dark was fired in the middle of training camp, Smith made his Major League Baseball (MLB) debut on April 7, 1978.
It did not take long for Smith to earn recognition in the major leagues, making what some consider his greatest fielding play only 10 games into his rookie season. The Padres played host to the Atlanta Braves on April 20, 1978, and with two out in the top of the fourth inning, Atlanta's Jeff Burroughs hit a ground ball up the middle. Smith described the play by saying, "He hit a ball back up the middle that everybody thought was going into center field. I instinctively broke to my left and dove behind second. As I was in the air, the ball took a bad hop and caromed behind me, but I was able to catch it with my bare hand. I hit the ground, bounced back up, and threw Burroughs out at first."
During a roadtrip to Houston, later in the season, Smith met a part-time usherette at the Astrodome named Denise while making his way to the team bus outside the stadium. The couple developed a relationship that was sometimes long-distance in nature, and eventually decided to marry. It was also during the 1978 season where Smith introduced a signature move. Padres promotion director Andy Strasberg knew Smith could perform backflips, though only did them during practice before fans entered the stadium. Strasberg asked Smith to do a backflip for fans during Fan Appreciation Day on October 1, the Padres' last home game of the season. After conferring with veteran teammate Gene Tenace, Smith went ahead with the backflip, and it proved to be wildly popular. Smith finished the 1978 season with a .258 batting average and .970 fielding percentage, placing him second in the National League Rookie of the Year voting to Bob Horner.
After working with a hitting instructor during the offseason, Smith failed to record a base hit in his first 32 at-bats of the 1979 season. Among players with enough at-bats to qualify for the 1979 National League Triple Crown, Smith finished the season last in batting average (.211), home runs (0), and RBI (27). Off the field, conflict developed between Padres' ownership and the combination of Smith and his agent, Ed Gottlieb. The parties entered into a contract dispute before the 1980 season, and when negotiations lasted into spring training, the Padres renewed Smith's contract at his 1979 salary of \$72,500 Smith's agent told the Padres the shortstop would forgo the season to race in the Tour de France, despite the fact Smith admitted to The Break Room on 96.5 WCMF in Rochester, New York, he had never heard of the Tour. Angered by the Padres' attitude during those contract talks, Gottlieb took out a help-wanted ad in the San Diego Union, part of which read, "Padre baseball player wants part-time employment to supplement income." When Joan Kroc, wife of Padres owner Ray Kroc, publicly offered Smith a job as an assistant gardener on her estate, Smith and Gottlieb's relationship with the organization deteriorated further.
Meanwhile, Smith was winning recognition for his accomplishments on the field. In 1980, he set the single-season record for most assists by a shortstop (621), and began his string of 13 consecutive Gold Glove awards. Smith's fielding play prompted the Yuma Daily Sun to use the nickname "the Wizard of Oz" in a March 1981 feature article about Smith. While "the Wizard of Oz" nickname was an allusion to the 1939 motion picture of the same name, Smith also came to be known as simply "the Wizard" during his playing career, as Smith's Baseball Hall of Fame plaque would later attest. In 1981, Smith made his first All-Star Game appearance as a reserve player.
#### Trade
While Smith was having problems with the Padres' owners, the St. Louis Cardinals also found themselves unhappy with their shortstop, Garry Templeton. Templeton's relationship with Cardinal Nation had become increasingly strained and finally came to a head during a game at Busch Stadium on August 26, 1981, when (after being heckled for not running out a ground ball) he made obscene gestures at fans, and had to be physically pulled off the field by manager Whitey Herzog.
Given the task of overhauling the Cardinals by owner Gussie Busch (and specifically to unload Templeton), Herzog was looking to trade Templeton when he was approached by Padres General Manager Jack McKeon at the 1981 baseball winter meetings. While McKeon had previously told Herzog that Smith was untouchable in any trade, the Padres were now so angry at Smith's agent Gottlieb that McKeon was willing to deal. McKeon and Herzog agreed in principle to a six-player trade, with Templeton for Smith as the centerpiece. It was then that Padres manager Dick Williams informed Herzog a no-trade clause had been included in Smith's 1981 contract. Upon learning of the trade, Smith's initial reaction was to invoke the clause and stay in San Diego, but he was still interested to hear what the Cardinals had to say. While the deal for the players beside Templeton and Smith went through, Herzog flew to San Diego to meet with Smith and Gottlieb over the Christmas holiday. Smith later recalled that, "Whitey told me that with me playing shortstop for the St. Louis Cardinals, we could win the pennant. He made me feel wanted, which was a feeling I was quickly losing from the Padres. The mere fact that Whitey would come all the way out there to talk to us was more than enough to convince me that St. Louis was the place I wanted to be."
### St. Louis Cardinals
#### 1982–1984
On December 10, 1981, the Padres traded Smith, Steve Mura, and a player to be named later to the Cardinals for Templeton, Sixto Lezcano and a player to be named later. The teams completed the trade on February 19, 1982, with the Padres sending Al Olmsted to the Cardinals, and St. Louis sending Luis DeLeon to the Padres. Herzog believed Smith could improve his offensive production by hitting more ground balls, and subsequently created a motivational tool designed to help Smith concentrate on that task. Approaching Smith one day during spring training, Herzog said, "Every time you hit a fly ball, you owe me a buck. Every time you hit a ground ball, I owe you a buck. We'll keep that going all year." Smith agreed to the wager, and by the end of the season had won close to \$300 from Herzog. As the 1982 season got underway, Herzog's newly assembled team won 12 games in a row during the month of April, and finished the season atop the National League East division. Herzog would later say of Smith's contributions: "If he saved two runs a game on defense, which he did many a night, it seemed to me that was just as valuable to the team as a player who drove in two runs a game on offense."
Smith became a father during the 1982 season with the birth of his son O.J., today known as Nikko, on April 28. Smith also developed a lasting friendship with teammate Willie McGee during the season, and Smith said he likes to think he "helped Willie get over some of the rough spots of adjusting to the major leagues". Smith later participated in the postseason for the first time when the Cardinals faced the Atlanta Braves in the best-of-five 1982 National League Championship Series (NLCS). In Game 1, Smith drove in the series' first run by hitting a sacrifice fly that scored McGee, ultimately going five for nine in St. Louis' three-game series sweep.
Just as Herzog had predicted in December, Smith found himself as the team's starting shortstop in the best-of-seven 1982 World Series against the Milwaukee Brewers. During the series, Smith scored three runs, had five hits, and did not commit an error in the field. When St. Louis was trailing 3–1 with one out in the sixth inning of Game 7, Smith started a rally with a base hit to left field, eventually scoring the first of the team's three runs that inning. The Cardinals scored two more runs in the 8th inning for a 6–3 win and the championship.
In January 1983, Smith and the Cardinals agreed on a new contract that paid Smith \$1 million per year.
During the 1983 season, Smith was voted the National League's starting shortstop in the All-Star Game for the first time in 1983, and at season's end won a fourth consecutive Gold Glove Award.
In July 1984, Smith's wrist was broken by a pitch as he batted against the Padres. He returned from the disabled list after a month, but his return to the lineup was not enough to propel the Cardinals to a postseason berth.
#### 1985–1986
In 1985, Smith amassed a .276 batting average, 31 stolen bases, and 591 assists in the field. The Cardinals as a team won 101 games during the season and earned another postseason berth. Facing the Los Angeles Dodgers in the now best-of-seven NLCS, a split of the first four games set the stage for Game 5 at Busch Stadium. With the score tied at two runs apiece in the bottom of the ninth inning, Dodgers manager Tommy Lasorda called upon closer Tom Niedenfuer to pitch. Smith batted left-handed against Niedenfuer with one out. Smith, who had never hit a home run in his previous 2,967 left-handed major league at-bats, pulled an inside fastball down the right-field line for a walk-off home run, ending Game 5 in a 3–2 Cardinals victory. Smith said, "I was trying to get an extra-base hit and get into scoring position. Fortunately, I was able to get the ball up." The home run not only prompted broadcaster Jack Buck's "Go crazy folks" play-by-play call, but was also later voted the greatest moment in Busch Stadium history by Cardinals fans.
After Smith's teammate Jack Clark hit a late-inning home run of his own in Game 6 to defeat the Dodgers, the Cardinals moved on to face the Kansas City Royals in the 1985 World Series. Once again sportswriters were quick to draw attention to Smith's outstanding defensive play instead of his 2 for 23 effort at the plate. After the Cardinals took a three-games-to-two advantage, a controversial Game 6 call by umpire Don Denkinger overshadowed the remainder of the Series (which the Royals won in seven games).
What was not publicly known during the regular season and playoffs was that Smith had torn his rotator cuff after suffering an impingement in his right shoulder during the July 11–14 homestand against the Padres. After suffering the impingement diving back into first base on a pickoff throw, Smith altered his throwing motion to such a degree that the rotator cuff tear subsequently developed. The 5'10" (1.78 m), 180-pound (82 kg) Smith opted to forgo surgery and instead built up his arm strength via weightlifting, playing through whatever pain he encountered. Said Smith, "I didn't tell anybody about the injury, because I wanted to keep playing and didn't want anybody thinking they could run on me or take advantage of the injury. I tried to do almost everything, except throw a baseball, left-handed: opening a door, turning on the radio—everything. It didn't get any better, but it was good enough that I didn't have to have surgery."
Because of his injury, Smith let his then four-year-old son Nikko perform his traditional Opening Day backflip before the Cardinals' first home game of the 1986 season. Smith made an "eye-popping" play later that season on August 4, during a game against the Philadelphia Phillies at Busch Stadium. In the top of the ninth inning, Phillies pinch-hitter Von Hayes hit a short fly ball to left field, which was pursued by both Smith and left fielder Curt Ford. Running with his back to home plate, Smith dove forward, simultaneously catching the ball while parallel to the ground and flying over the diving Ford, avoiding a collision by inches.
#### 1987–1990
After hitting in either the second or eighth spot in the batting order for most of his time in St. Louis, Herzog made Smith the number-two hitter full-time during the 1987 season. Over the course of the year, Smith accrued a .303 batting average, 43 stolen bases, 75 RBIs, 104 runs scored, and 40 doubles, good enough to earn him the Silver Slugger Award at shortstop. In addition to winning the Gold Glove Award at shortstop for the eighth consecutive time, Smith posted a career-high on-base percentage of .392. Smith was also the leading vote-getter in the 1987 All-Star Game. The Cardinals earned a postseason berth with 95 wins, and subsequently faced the San Francisco Giants in the 1987 National League Championship Series. Smith contributed a triple during the series, and the Cardinals won the contest in seven games.
The 1987 World Series matched the Cardinals against the American League champion Minnesota Twins. The home team won every game of the contest, as Minnesota won the series. In 28 at-bats during the Series, Smith scored three runs and had two RBIs. Smith finished second in MVP balloting to Andre Dawson, who had played on the last-place Chicago Cubs, largely because Smith and teammate Jack Clark split the first-place vote. Following the 1987 season, Smith was awarded the largest contract in the National League at \$2.34 million.
While the team did not see the postseason for the remainder of the decade, Smith continued to rack up All-Star appearances and Gold Gloves. Combined with the attention he received from his contract, Smith continued to be a national figure. Known as a savvy dresser, he made the April 1988 cover of GQ magazine. Smith was witness to change within the Cardinal organization when owner Gussie Busch died in 1989 and Herzog quit as manager during the 1990 season.
#### 1990–1995
Joe Torre became Smith's new manager in 1990, but the team did not reach the postseason during Torre's nearly five-year tenure. While the Cardinals celebrated their 100th anniversary in 1992, Smith marked milestones of his own, stealing his 500th career base on April 26, then notching a triple on May 26 in front of the home crowd for his 2,000th hit. St. Louis had a one-game lead in the National League East division on June 1, 1992, but injuries took their toll on the team, including Smith's two-week illness in late July after contracting chicken pox for the first time. As a testament to his national visibility during this time, Smith appeared in a 1992 episode of The Simpsons titled "Homer at the Bat". Smith became a free agent for the first time in his career on November 2, 1992, only to re-sign with the Cardinals on December 6.
Smith won his final Gold Glove in 1992, and his 13 consecutive Gold Gloves at shortstop in the National League has yet to be matched. The 1993 season marked the only time between 1981 and 1996 where Smith failed to make the All-Star team, and Smith finished the 1993 season with a .288 batting average and .974 fielding percentage. He appeared in 98 games during the strike-shortened 1994 season, and later missed nearly three months of the 1995 season after shoulder surgery on May 31. Smith was recognized for his community service efforts with the 1994 Branch Rickey Award and the 1995 Roberto Clemente Award. In February 1994, Smith took on the role of honorary chairman and official spokesman for the Missouri Governor's Council on Physical Fitness and Health.
#### 1996
As Smith entered the 1996 season, he finalized a divorce from his wife Denise during the first half of the year. Meanwhile, manager Tony La Russa began his first season with the Cardinals in tandem with a new ownership group. After General Manager Walt Jocketty acquired shortstop Royce Clayton during the offseason, La Russa emphasized an open competition for the spot that would give the Cardinals the best chance to win. When spring training concluded, Smith had amassed a .288 batting average and zero errors in the field, and Clayton batted .190 with eight errors. Smith believed he had earned the position with his spring training performance, but La Russa disagreed, and awarded Clayton the majority of playing time in the platoon situation that developed, where Smith typically saw action every third game. La Russa said,
> I think it's fair to say he misunderstood how he compared to Royce in spring training ... When I and the coaches evaluated the play in spring training—the whole game—Royce started very slowly offensively and you could see him start to get better. By what he was able to do defensively and on the bases, Royce deserved to play the majority of the games.
Smith missed the first month of the season with a hamstring injury, and continued to harbor ill feelings toward La Russa that had developed after spring training ended. In a closed-door meeting in mid-May, La Russa asked Smith if he would like to be traded. Instead, Smith and his agent negotiated a compromise with Cardinals management, agreeing to a buyout of special provisions in his contract in conjunction with Smith announcing his retirement. The agreement prompted a press conference at Busch Stadium on June 19, 1996, during which Smith announced he would retire from baseball at season's end.
As Smith made his final tour of the National League, he was honored by many teams, and received a standing ovation at the 1996 All-Star Game in Philadelphia. Between June 19 and September 1, Smith's batting average increased from .239 to .286. On September 2 Smith tied a career high by scoring four runs, one of which was a home run, and another on a close play at home plate in the bottom of the 10th inning against division leader Houston. The victory moved the Cardinals to within a half game of Houston in the National League Central Division, and the Cardinals went on to win the division by six games. The Cardinals held a special ceremony at Busch Stadium on September 28, 1996, before a game against the Cincinnati Reds, honoring Smith by retiring his uniform number. Noted for his ritual backflip before Opening Days, All-Star Games, and postseason games, Smith chose this occasion to perform it for one of the last times.
In the postseason, the Cardinals first faced the San Diego Padres in the 1996 National League Division Series. After sitting out Game 1, Smith got the start in Game 2 at Busch Stadium, helping his team go up two games in the series by notching a run, a hit and two walks at the plate, along with an assist and a putout in the field. The Cardinals then swept the series by winning Game 3 in San Diego.
The Cardinals faced the Atlanta Braves in the 1996 National League Championship Series. Smith started Game 1 and subsequently registered three putouts and one assist in the field, but went hitless in four at-bats in the Cardinals' 4–2 loss. The Cardinals then won Games 2, 3, and 4, contests in which Smith did not appear. Upon receiving the start in Game 5, Smith nearly duplicated his Game 1 performance with four putouts, one assist, and no hits in four at-bats as part of another Cardinals defeat. The Cardinals also failed to win Game 6 or Game 7 in Atlanta, ending their season. When the Cardinals were trailing by 10 runs during Game 7 on October 17, Smith flied out to right field while pinch-hitting in the sixth inning, marking the end of his playing career.
Smith finished his career with distinctions ranging from the accumulation of more than 27.5 million votes in All-Star balloting, to holding the record for the most MLB at-bats without hitting a grand slam.
## Post-playing career
Upon retirement, Smith took over from Mel Allen as the host of the television series This Week in Baseball (TWIB) in 1997. Smith also became color commentator for the local broadcast of Cardinals games on KPLR-TV from 1997 to 1999. When his stint on This Week in Baseball concluded, Smith then moved on to do work for CNN-SI beginning in 1999. After La Russa retired as manager of the Cardinals in 2011, Smith became active in the organization again, starting with his stint as a special instructor for the team's 2012 spring training camp.
On January 8, 2002 Smith learned via a phone call he had been elected to the Baseball Hall of Fame on his first ballot by receiving 91.7% of the votes cast. As it happened, the Olympic torch was passing through St. Louis on its way to Salt Lake City for the 2002 Winter Olympics, and Smith served as a torchbearer in a ceremony with St. Louis Rams' quarterback Kurt Warner that evening. Smith was inducted into the Hall of Fame during ceremonies on July 28, 2002. During his speech, he compared his baseball experiences with the characters from the novel The Wonderful Wizard of Oz, after which his son Dustin presented his Hall of Fame plaque. Days later on August 11, Smith was back at Busch Memorial Stadium for the unveiling of a statue in his likeness made by sculptor Harry Weber. Weber chose to emphasize Smith's defensive skills by showing Smith stretched horizontal to the ground while fielding a baseball. At the ceremony Weber told Smith, "You spent half of your career up in the air. That makes it difficult for a sculptor to do something with it."
Smith has also been an entrepreneur in a variety of business ventures. Smith opened "Ozzie's" restaurant and sports bar in 1988, started a youth sports academy in 1990, became an investor in a grocery store chain in 1999, and partnered with David Slay to open a restaurant in the early 2000s. Of those businesses the youth academy remains in operation, with the restaurant having closed in 2010 after changing ownership and locations once. Aside from appearing in numerous radio and television commercials in the St. Louis area since retiring from baseball, Smith authored a children's book in 2006 and launched his own brand of salad dressing in 2008.
Besides the National Baseball Hall of Fame, Smith has also been inducted or honored in other halls of fame and recognitions. In 1999, he ranked number 87 on The Sporting News''' list of the 100 Greatest Baseball Players, and finished third in voting at shortstop for the Major League Baseball All-Century Team. He was honored with induction into the Missouri Sports Hall of Fame, Alabama Sports Hall of Fame and the St. Louis Walk of Fame, and received an honorary Doctor of Humane Letters degree from Cal Poly. In January 2014, the Cardinals announced Smith among 22 former players and personnel to be inducted into the St. Louis Cardinals Hall of Fame Museum for the inaugural class of 2014.
In March 2023, Smith returned to his alma mater, as his statue in Baggett Stadium was rededicated as part of Ozzie Smith Plaza at the facility's entrance.
## Career MLB statistics
### Hitting
### Fielding
## Personal life
Smith is the father to three children from his marriage to former wife Denise: sons Nikko and Dustin, and daughter Taryn. Nikko cracked the top ten finalists of the 2005 edition of American Idol. In 2012, Smith made news headlines again, when he sold all of his Gold Gloves at auction together for more than \$500,000.
Smith still lives in and remains a visible figure around St. Louis, making varied appearances like playing the role of the Wizard in the St. Louis Municipal Opera's summer 2001 production of The Wizard of Oz''. He is the host of Cardinals Insider, a weekly news magazine television show about the club. Since 2016, he has opened five regenerative medicine clinics around Missouri.
## See also
- List of Major League Baseball career stolen bases leaders
- List of Major League Baseball career games played leaders
- List of Major League Baseball career doubles leaders
- List of Major League Baseball career runs scored leaders
- List of Major League Baseball career hits leaders
- List of St. Louis Cardinals team records |
2,192,151 | Sigi Schmid | 1,172,649,837 | German-American soccer coach (1953–2018) | [
"1953 births",
"2018 deaths",
"American Youth Soccer Organization players",
"American soccer coaches",
"Columbus Crew coaches",
"Emigrants from West Germany to the United States",
"Expatriate men's soccer players in the United States",
"Expatriate soccer coaches in the United States",
"Footballers from Tübingen (region)",
"German expatriate football managers",
"German expatriate men's footballers",
"German expatriate sportspeople in the United States",
"German football managers",
"German men's footballers",
"LA Galaxy coaches",
"Major League Soccer coaches",
"Men's association football midfielders",
"National Soccer Hall of Fame members",
"Seattle Sounders FC coaches",
"Soccer players from California",
"Sportspeople from Torrance, California",
"Sportspeople from Tübingen",
"UCLA Bruins men's soccer coaches",
"UCLA Bruins men's soccer players",
"United States men's national under-20 soccer team managers",
"University of Southern California alumni"
]
| Siegfried "Sigi" Schmid (; March 20, 1953 – December 25, 2018) was a German-American soccer coach who had the most wins in the history of Major League Soccer (MLS). Born in Tübingen, West Germany, he moved to the United States with his family when he was a child. He played college soccer from 1972 to 1975 at the University of California, Los Angeles (UCLA), where he was a starting midfielder in each of his four years. He coached his former college team, the UCLA Bruins, between 1980 and 1999. During that period, he became one of the most successful collegiate coaches of all time, leading the Bruins to a record of 322–63–33 (wins–losses–draws). The team made 16 consecutive playoff appearances from 1983 to 1998, winning the national championship in 1985, 1990, and 1997. Schmid also worked with U.S. Soccer throughout the 1990s.
Schmid coached the Los Angeles Galaxy and the Columbus Crew in MLS, before becoming the head coach of Seattle Sounders in 2009. Despite never having played soccer at a professional level, he has the most coaching wins in MLS history and was the recipient of the MLS Coach of the Year Award in 1999 and 2008. Throughout his career, Schmid received praise from critics for his ability to identify new talent. His defensive tactics were also highly regarded in the press and often cited as a factor in his success. However, their deployment in his final two seasons with Los Angeles led directly to the termination of his contract.
After winning the MLS Cup with Columbus in 2008, Schmid was hired by the expansion Seattle Sounders as their first head coach. From 2009 to 2016, Schmid led the Sounders to seven playoff appearances, four Lamar Hunt U.S. Open Cup titles, and an MLS Supporters' Shield in 2014. After lackluster performances in the playoffs and missteps during the first half of the 2016 season, Schmid left the club on mutual terms and was replaced by Brian Schmetzer as interim head coach. Schmid joined ESPN as a studio analyst and was named the head coach of Los Angeles once again in 2017, replacing Curt Onalfo. He resigned from the position in September 2018 and was replaced by assistant coach Dominic Kinnear.
With Bachelor of Economics and Master of Business Administration degrees from the University of California, Los Angeles (UCLA), Schmid was a Certified Public Accountant (CPA) before coaching full-time. Schmid and his wife had four children. Schmid died on December 25, 2018, weeks after being hospitalized in Los Angeles with a heart-related condition.
## Early life
Sigi Schmid was born in Tübingen, West Germany, on March 20, 1953. At the age of four, he moved with his family to the United States; they took up residence in Torrance, California, in 1962. Schmid's father, Fritz, who had been a prisoner of war during World War II, worked at Pabst Brewing; his mother, Doris, ran a Los Angeles-based German deli, where Schmid worked on weekends. Schmid's family spoke German at home, making him feel German despite spending so much of his life in America. He began school in the United States with little understanding of English and a stuttering speech disorder he did not overcome until high school. In his youth, Schmid visited Germany every summer, playing soccer with the local children and watching Bundesliga clubs play exhibition matches in neighboring towns. In 1964, Schmid played for one of the inaugural American Youth Soccer Organization teams, and was inducted into the AYSO Hall of Fame in 1996.
Despite Schmid's early soccer experience, his parents thought a career in the sport was unfeasible and encouraged him to pursue business. He enrolled at UCLA in 1972 and was a starting midfielder for the UCLA Bruins from 1972 to 1975. In his first two seasons, the Bruins were national runners-up in the championships, and advanced to the national semifinals in 1974. In his senior year, Schmid was selected to the 1975 All Far-West team. Schmid completed his playing career at UCLA ranked 11th in all-time assists at the school.
He received his Bachelor of Economics degree in 1976 before earning a Master of Business Administration from the University of Southern California. Between 1978 and 1984, he worked eight months of the year as a Certified Public Accountant (CPA).
## Coaching career
### UCLA and U.S. Soccer
Schmid's first coaching experience was in 1975 for Bishop Montgomery High School. He also founded and coached a small club called the South Bay Vikings. Between 1977 and 1979, he served as an assistant coach under Steve Gay at UCLA. Schmid took over as head coach after Gay left the position in 1980. He began focusing solely on coaching before the 1984 season and was named "Coach of the Year" by the magazine Soccer America. UCLA then won the 1985 NCAA Division I championship by defeating American University 1–0 after eight periods of overtime. In his first 10 years as coach, the Bruins won or tied 85 percent of their games.
The Bruins won the 1990 national championship by defeating Rutgers 4–3 on penalty kicks after a scoreless regulation, two sessions of overtime, and another two periods of sudden death. During the 22-game season, UCLA outscored their opponents 61–16. The team continued to thrive in the following season, part of their success coming from Schmid's decision to move Cobi Jones from a midfield position to forward. Jones later played for Schmid in the MLS and became a top player for the national team. Schmid was named the Mountain Pacific Sports Federation Coach of the Year for three years straight (1995–97), and NCAA Coach of the Year in 1997 after UCLA defeated the University of Virginia to win a third NCAA championship. A reporter for the Richmond Times-Dispatch wrote that after winning just two titles in 17 postseason appearances, UCLA had finally shed "its 'underachiever' label". The writer also applauded Schmid's decision to move the team's leading striker into a midfield position which led to the player scoring the winning goal.
Schmid spent 19 seasons as the head coach at UCLA, accumulating a record of 322–63–33 (wins–losses–draws), and reaching 16 consecutive playoffs between 1983 and 1998. He earned a reputation for producing some of the nation's best goalkeepers when David Vanole, Brad Friedel, and Matt Reis came through the university. By 1994, he had coached 16 players at UCLA who were later selected for the U.S. national team. Schmid avoided recruiting foreign talent to bolster his squad. He relied mainly on players from California, whom he believed to be less physically aggressive but more creative and attacking.
While coaching at UCLA, Schmid began to work with the U.S. national team. He was the assistant coach at the 1991 World University Games and traveled with the team to Germany in the fall of 1992. In January 1993, he was selected as an assistant to Bora Milutinović for the 1994 FIFA World Cup, during which five of Schmid's UCLA players appeared for the national team. He continued as an assistant during the 1995 Pan American Games. After being appointed U.S. Under-20 national team coach in January 1998, Schmid built his squad around defensive tactics. The team achieved second place in their group during the 1999 FIFA World Youth Championship, defeating England and Cameroon, but were eliminated by the eventual champions Spain in the opening knockout round. Schmid returned to coach the U-20 national team at the 2005 FIFA World Youth Championship. The U.S. won the group in the opening stage of the tournament without conceding a goal, but lost to Italy in the first round of the knockout stage. One of the forwards on the national team, Eric Wynalda, said that Schmid's organization on the field was disciplined. Wynalda commented that Schmid had a "great handle on the defensive side of the game" while he also admired that the strikers were allowed to be creative. Schmid was inducted into the UCLA Hall of Fame in 2004 after working with UCLA, the national team, and the Los Angeles Galaxy.
### LA Galaxy
Schmid left UCLA to replace Octavio Zambrano as head coach of the Los Angeles Galaxy five games into the 1999 MLS season. At the time, the team was ranked fifth in the Western Conference with a tally of only three goals. Under Schmid in the remainder of the season, the team had a record of 17–9, finished with the second-best record in the league and won their conference, earning him the MLS Coach of the Year Award. The team's captain, Robin Fraser, gave credit to Schmid's emphasis on defense after being named the MLS defender of the year. Los Angeles lost 2–0 to D.C. United in that year's MLS Cup. Schmid made critical comments of the referees after the match; he received a \$1,000 fine and suspension for the first game of the following season.
In 2000, Schmid guided Los Angeles to the playoffs but lost in the semifinals to the Kansas City Wizards. The team also played in that year's CONCACAF Champions' Cup, a competition consisting of the best clubs from North America, Central America, and the Caribbean. The Galaxy defeated the Honduran champion Olimpia 3–2 to win the Cup. Schmid was forced to play an atypical squad since the final was held during the MLS off-season while adjustments to the following season's lineup were being made.
His successful team of 2001 enjoyed attacking play. The squad included experienced players such as Cobi Jones, Sasha Victorine, Luis Hernández, Simon Elliott, and Mauricio Cienfuegos. The Galaxy won the conference by two points and finished fourth overall with a 14–7–5 record. The team went on to lose to the San Jose Earthquakes in the MLS Cup, but won the U.S. Open Cup a week later with a 2–1 overtime victory against the New England Revolution.
Success followed in 2002 when the Galaxy won the Supporters' Shield for having the best regular season record in the league. Schmid was lauded for his defensive tactics after adjusting the team's standard formation to a 3–5–2 early in the season. The shift allowed Alexi Lalas to play as a sweeper without specific marking responsibilities in the three-man defensive line. Schmid also brought Guatemalan forward Carlos Ruiz to the team; Ruiz won league Most Valuable Player (MVP) award that year. Amidst criticism for failing to win in previous years, the franchise won its first MLS Cup with a 1–0 overtime victory against New England. The team again reached the Open Cup final but lost to the Columbus Crew.
Victory in the MLS Cup earned the team another berth in the 2003 CONCACAF Champions' Cup. Los Angeles advanced past Motagua in the first round but fell against Necaxa in the quarterfinals. In MLS, the club had its first losing season with a 9–12–9 record and no victories on the road. The Galaxy failed to score goals consistently during the year, managing only a fourth-place finish in the five-team Western Conference. In the first round of the playoffs, Los Angeles defeated San Jose 2–0 in the first leg, but during the second leg, conceded five goals in the second half of the match and were eliminated. Schmid was criticized by fans and the press speculated he would not return in 2004. A local writer put some of the blame on a switch to defensive style of play while some players questioned his tactics. After it was announced that he would remain in his role next season, Schmid expected a year of rebuilding the team. The following year, he was picked to coach the Western Conference in the All-Star game. Midway through the season, with the Galaxy in first place, Schmid was fired after a five-game stretch without any wins, in which the team scored only three goals. General manager Doug Hamilton said that the team had a mission "to compete for and win championships", and that "a more entertaining and attractive product on the field." was needed. Schmid left with an overall record of 79–53–32 with a 16–7–3 mark in the playoffs.
Reflecting on his demeanor in Los Angeles, Lalas said Schmid had "epic explosions". One reporter called him "combustible", while another referred to him as "fiery". Lalas also commented that playing for Schmid in Los Angeles required professionalism on and off the field.
### Columbus Crew
Schmid returned to the league as coach of the Columbus Crew in 2006, rated by the team's general manager Mark McCullers as "the best coach in America". The team contained young talent but lacked depth and had no star players. In August, after a streak of 13 winless matches, Schmid considered resigning. The team suffered from injuries and inconsistent lineups throughout the season, finishing last in the Eastern Conference with just 30 goals, the lowest in the league.
By the start of 2007, Schmid had rebuilt the roster, keeping only three players he had inherited and acquiring Argentine attacker Guillermo Barros Schelotto. Schmid cut the Crew's goalkeeper, Jon Busch, who had been with the team for five years. Schmid had concerns over Busch's playing style and fitness. Busch later criticized Schmid's management skills, and said he would never work for the coach again, but gave credit to Schmid's tactical approach. Scheletto's contributions were crucial to Columbus's improvement that season, but the team failed to make the playoffs. A writer for ESPN speculated that the Crew suffered because the team management would not spend more money, while Schmid lamented that he could not attract a foreign star to the little-known city of Columbus.
The Crew's performance improved remarkably in the 2008 season. Schmid adjusted their offensive tactics to be based on ball possession and flank speed. He made Schelotto a central part of the plan in a roaming playmaker position, a role in which Schelotto excelled and the Argentinian was named the league's MVP. With a 1–0 victory over the Houston Dynamo at Crew Stadium on April 26, Schmid became the second MLS coach to win 100 regular-season games. The Crew went on to win the Supporters' Shield with the best record in the league. In the playoffs, Columbus defeated the New York Red Bulls 3–1 at Schmid's former home stadium, Los Angeles's Home Depot Center, to win the MLS Cup. Schmid received the Coach of the Year Award for the second time. Part of the success was attributed to Schmid's restructuring of the squad in 2006 and 2007.
Schmid declined a contract offer from Columbus after the 2008 season and became coach of Seattle Sounders. The Crew's ownership believed that Schmid had been in contact with Sounders despite being denied permission to talk to other teams during the season. It was also alleged that he shared confidential information with Seattle after his contract with the Crew had ended. The MLS ruled that no tampering had occurred, but ordered Sounders FC to financially compensate the Crew.
### Seattle Sounders FC
Schmid was named the first coach of the new expansion franchise, Seattle Sounders FC. In their 2009 inaugural season, Seattle defeated D.C. United to win the U.S. Open Cup. On October 24, 2009, Seattle defeated FC Dallas 2–1, giving Schmid his 125th career MLS regular season win; this win moved Schmid past Bob Bradley for the most wins in MLS history. He led Seattle to the playoffs where, in the first round, the Dynamo defeated the team 1–0 in overtime of the second leg. Seattle was the first expansion team to make the playoffs in an inaugural season since the 1998 Chicago Fire, when the league was just two years old.
The team began the 2010 MLS season slowly with injuries to key players that impacted Schmid's starting lineups. The team had a record of 4–8–3 over the first 15 games. The Sounders also advanced through the preliminary round of the 2010–11 CONCACAF Champions League but failed to get past the group stage. The 2010 U.S. Open Cup campaign culminated in Schmid winning his third championship with a 2–1 victory over the Crew at Seattle's Qwest Field. No MLS team had previously won back-to-back Open Cups. The Sounders rebounded in the second half of the regular season with a 10–2–3 record to qualify for the playoffs. The team faced Bruce Arena's Galaxy in the two-legged quarter-final. Both coaches are considered to be among the best in the MLS, and it was the first meeting between the two in the playoffs. The Sounders lost by a 3–1 aggregate and Arena moved within one game of Schmid's MLS postseason record of 19 wins.
In 2011, Schmid's Sounders FC had many setbacks and a slow start to the season (the club won just 3 of its first 10 matches). Schmid signed a long-term contract extension on July 14, 2011, which could keep him with the club through the 2015 MLS season. The extension is dependent on some club options and performance triggers. Although some fans had become frustrated with what they saw as tactical inflexibility and mismanagement of players, general manager Adrian Hanauer praised Schmid's professionalism and success. The Sounders went on to finish the regular season with the second-best record in the league at 18 wins, 7 losses, 9 draws, and qualified for the playoffs for a third consecutive year. Schmid again led his club to the final of the U.S. Open Cup tournament. They defeated the Chicago Fire 2–0 to become the first team since 1968 to win the tournament three times consecutively. Seattle also advanced to the knock-out stages of the CONCACAF Champions League. However, in the MLS playoffs, Sounders FC was again eliminated from the MLS Cup playoffs in the conference semifinal round by Real Salt Lake.
In 2012, Seattle lost in the 2-legged 2011–12 CONCACAF Champions League quarter finals by an aggregate score of 7–3 to Santos Laguna. The Sounders advanced to the finals of the Open Cup where they were defeated by Sporting Kansas City after penalty kicks. Schmid was furious over what he saw as a controversial call that handed Kansas City the victory. The team finished the regular season with a 15–8–11 record to make the playoffs where they advanced past Real Salt Lake to reach the conference championship series against the Galaxy. The team played defensive and suffered a 3–0 blowout in the first leg. They won on the return leg but lost on aggregate.
The Sounders began the 2013 regular season without a win until their sixth match. After advancing through the early stages of the 2012–13 CONCACAF Champions League the year prior, Seattle lost in the semifinals to Santos Laguna. The team was knocked out of the 2013 Open Cup in their first match against the lower division Tampa Bay Rowdies. Seattle would rally during the middle of the season to put the Supporter's Shield and the regional Cascadia Cup in reach. However, the team ended the season on a skid of seven matches without a win that included substantial losses to both Colorado and rival Vancouver. The Sounders beat Colorado in the knockout round of the 2013 MLS Cup Playoffs before losing two matches against arch-rival Portland. At the end of the season, a poll in The Seattle Times showed that many fans wanted to see Schmid fired. Pundits speculated on the possibility of his termination based on what they saw as poor tactics, a history of mismanaging skilled players, and a fan base that had higher expectations. Owner Joe Roth held a post-season meeting with Hanauer and Schmid. Roth later said that the possibility of Schmid losing his job was "close", but instead opted for personnel changes to the squad.
Consequently, Schmid met with a core group of players represented by Osvaldo Alonso, Clint Dempsey, and Brad Evans. The group agreed on changes to the team. Starting striker Eddie Johnson was later traded while a new central defender, winger, midfielder, goalkeeper, and depth at the forward position were brought in. The team played 2014 with Dempsey and Obafemi Martins playing more through the middle as the Sounders won the US Open Cup and the Supporters Shield.
He spent part of the 2015–16 offseason with AS Roma to study their training methods. During the first half of the 2016 season, the Sounders failed to meet expectations, placing near the bottom of the league with 6 wins, 12 losses, and 2 draws. After a 3–0 loss on July 24 to Sporting Kansas City, in which the Sounders had only one shot, Schmid left the club on mutual terms and was replaced by assistant coach Brian Schmetzer.
After leaving the Sounders, Schmid joined ESPN as a studio analyst.
### Return to LA Galaxy
On July 27, 2017, the LA Galaxy named Schmid as their new coach, replacing Curt Onalfo—the assistant coach and successor to Bruce Arena, who had departed the Galaxy in November 2016 to take over the United States men's national team. Under Onalfo, the Galaxy had lost half of their 20 matches and were on a five-match losing streak in mid-July, missing several key players to injuries. Schmid's first match for the Galaxy in 2017 ended in a scoreless draw against the Seattle Sounders, but the team would only win two matches before ending the season in last place—missing the playoffs for the first time since 2008 and the fourth time in their history.
Schmid was given greater powers related to player personnel decisions by the Galaxy, similar to that of Arena's tenure and replacing roles served by general manager Pete Vagenas, and looked to enter the 2018 season with a "winning" roster. During the offseason, the Galaxy overhauled its roster and declined to re-sign several starting players, including captain Jermaine Jones and homegrown player Gyasi Zardes. Schmid replaced the core team with free agents and trades from other MLS teams, including Perry Kitchen, Chris Pontius, Ola Kamara, and David Bingham. The Galaxy also signed star striker Zlatan Ibrahimović, who Schmid hoped would be a "positive impact" on the team.
The Galaxy started the season with injuries to key players and some of its new arrivals. The team scored an early victory against new rival Los Angeles FC in the inaugural match of "El Tráfico", with Ibrahimović debuting as a substitute and leading the team to a 4–3 win. The Galaxy then slipped and lost four matches in a row, several by a single goal, but recovered and embarked on a nine-match unbeaten streak that lasted until August. The Galaxy then failed to win its next five matches under Schmid and slipped to eighth place in the Western Conference, conceding 11 goals in two away matches to Seattle and Salt Lake. Schmid resigned from the Galaxy on September 10, 2018, and was replaced by assistant coach Dominic Kinnear. Kinnear replaced Schmid's 3–5–2 formation with a conventional 4–4–2 lineup and returned the team to playoff contention, but ultimately failed to clinch a playoff berth.
## Personal life
Schmid lived in Bellevue, Washington, during the soccer season. He was married to Valerie Schmid and had four children: Erik, Lacey, Kurt, and Kyle. Kurt has been the head scout for Sounders FC and was also the Director of Player Personnel and Scouting for the L.A. Galaxy. Kyle played as a defender at UC Irvine and was in the USL Premier Development League with Orange County Blue Star. Kyle is now head coach at Loyola Marymount University. Sigi rarely missed game days in MLS, but took time off for Lacey and Kurt's weddings and Kurt's college graduation. Schmid's younger brother, Roland, lived in Sammamish, Washington, and having family in the area was one of the factors which persuaded Schmid to accept the Seattle job. After leaving the Galaxy in September 2018, Schmid stated that he planned to join another MLS club's front office or write a book.
Schmid was hospitalized several times during his later career, including once for a bout of pneumonia in 2009 and again for an undisclosed issue in 2015 that required him to miss a regular season match with the Sounders.
## Illness and death
Schmid had weight and heart issues that later factored into his decision to retire from the LA Galaxy in 2018. He was hospitalized on December 10, 2018, in Los Angeles and placed in intensive care at Ronald Reagan UCLA Medical Center while awaiting a heart transplant. Schmid died on December 25, 2018, at the age of 65. A memorial service was held in Manhattan Beach, California, on January 18, 2019.
## Legacy
Schmid has been described as one of the two "godfathers" of American soccer, alongside long-time rival Bruce Arena, with connections to the coaching and technical staffs across MLS. In the days after his death, Schmid's contributions to the game and his treatment of players and coaches under his wing were highlighted in eulogies and memorials. On January 11, 2019, MLS announced that it would rename its Coach of the Year Award to the Sigi Schmid Coach of the Year Award in honor of Schmid's contributions to the league.
## Coaching statistics
## Honors
### Coach
College
- College Cup: 1985, 1990, 1997
Professional
- CONCACAF Champions' Cup: 2000
- Lamar Hunt U.S. Open Cup: 2001, 2009, 2010 2011, 2014
- MLS Supporters' Shield: 2002, 2008, 2014
- MLS Cup: 2002, 2008
### Individual
- National Soccer Hall of Fame: 2015
- NCAA Coach of the Year: 1997
- MLS Coach of the Year Award: 1999, 2008
- UCLA Athletics Hall of Fame inductee: 1996
## See also
- List of Major League Soccer coaches |
29,985,063 | John Francis Jackson | 1,167,660,470 | Australian World War II flying ace | [
"1908 births",
"1942 deaths",
"Australian World War II flying aces",
"Australian military personnel killed in World War II",
"Aviators killed by being shot down",
"Military personnel from Brisbane",
"Recipients of the Distinguished Flying Cross (United Kingdom)",
"Royal Australian Air Force officers",
"Royal Australian Air Force personnel of World War II"
]
| John Francis Jackson, DFC (23 February 1908 – 28 April 1942) was an Australian fighter ace and squadron commander of World War II. He was credited with eight aerial victories, and led No. 75 Squadron during the Battle of Port Moresby in 1942. Born in Brisbane, he was a grazier and businessman, who also operated his own private plane, when he joined the Royal Australian Air Force (RAAF) Reserve in 1936. Called up for active service following the outbreak of war in 1939, Jackson served with No. 23 Squadron in Australia before he was posted to the Middle East in November 1940. As a fighter pilot with No. 3 Squadron he flew Gloster Gladiators, Hawker Hurricanes and P-40 Tomahawks during the North African and Syria–Lebanon campaigns.
Jackson was awarded the Distinguished Flying Cross and mentioned in despatches for his actions in the Middle East. Posted to the South West Pacific theatre, he was promoted to squadron leader in March 1942 and given command of No. 75 Squadron, operating P-40 Kittyhawks, at Port Moresby in Papua. Described as "rugged, simple" and "true as steel", Jackson was nicknamed "Old John" in affectionate tribute to his thirty-four years. He earned praise for his leadership during the defence of Port Moresby before his death in combat on 28 April. His younger brother Les took over No. 75 Squadron, and also became a fighter ace. Jacksons International Airport, Port Moresby, is named in John Jackson's honour.
## Early career
John Jackson was born on 23 February 1908 in the Brisbane suburb of New Farm, Queensland, the eldest son of businessman William Jackson and his wife Edith. Educated at Brisbane Grammar School and The Scots College, Warwick, Jackson joined the Young Australia League, with which he visited Europe. After leaving school he ran a grazing property in St George. By the early 1930s, he was in business as a stock and station agent, and had interests in engineering and financial concerns. He was inspired by the 1934 London to Melbourne Air Race to take up flying, and purchased a Klemm Swallow monoplane. In 1936, he took part in the South Australian centenary air race, flying from Brisbane to Adelaide. That August, he joined the Royal Australian Air Force (RAAF) Reserve, or Citizen Air Force. In 1937, he upgraded his aircraft to a Beechcraft Staggerwing, a type that was faster than many in the RAAF's inventory.
On 17 February 1938, Jackson married Elisabeth Thompson at Christ Church, North Adelaide; the couple had a son and a daughter. Following the outbreak of World War II, Jackson was called up for active duty and commissioned as a pilot officer in the RAAF on 2 October 1939. His twenty-year-old brother Arthur, also a pilot and keen to join the Air Force, was killed in a flying accident later that month. Two other brothers, Edward and Leslie, joined the RAAF in November. John Jackson served initially with No. 23 Squadron, which operated CAC Wirraways at Archerfield, Queensland. He was promoted to flying officer in April 1940. That October, he was posted to join No. 3 (Army Cooperation) Squadron, which had been based in Egypt since August. He arrived in the Middle East in November 1940.
## Combat service
### Middle East
Jackson first saw action with No. 3 Squadron in the North African campaign at the controls of a Gloster Gladiator. Soon after he arrived, he had an accident taking off that finished with the biplane on its nose. Though he considered himself a "full-blown operational pilot", his experience in air-to-air gunnery was "practically nil", and he essentially learned the skills of being a fighter pilot as he went along. Once the unit had converted to Hawker Hurricanes, he began to score victories in quick succession. He shot down three Junkers Ju 87s in a single sortie near Mersa Matruh on 18 February 1941, the same action in which Gordon Steege claimed three.
On 5 April 1941, Jackson fired several bursts at a Ju 87 before his guns jammed; he then made two dummy attacks and forced the German plane to crash land in a wadi, thus claiming his fourth victory. After converting to P-40 Tomahawks, No. 3 Squadron took part in the Syria–Lebanon campaign. Jackson became an ace on 25 June, when he destroyed a Potez 630 light bomber (possibly a misidentified LeO 451) of the Vichy French air force. He claimed a Dewoitine D.520 fighter on 10 July. The next day Jackson shared in the destruction of another D.520 with Bobby Gibbes; the pair tossed a coin to take full credit for it; Gibbes won to claim his first "kill".
Jackson was promoted to flight lieutenant on 1 July 1941. By now his younger brother Ed had been posted to No. 3 Squadron and was serving with him in Palestine. With the campaign in Syria concluding in mid-July, the unit undertook no operations in August and personnel went on leave before returning to action in Egypt the next month. The rural-bred Jackson took to the night life in Alexandria, but his stay at a first-class hotel left him bewildered as to the purpose of the room's bidet, which he eventually determined was "some feminine arrangement". Peter Ewer, in Storm Over Kokoda, observed: "There was something of the patrician about John Jackson, but his well-to-do background had a distinctly Australian tinge to it. He liked a game of cards, with a bet on the outcome." In Whispering Death, Mark Johnston noted that although "tall and blue-eyed", he "did not have the air of a 'boy's own' or movie star pilot", but rather was "balding, ambling and no extrovert". Jackson returned to Australia in November 1941. He was mentioned in despatches, and awarded the Distinguished Flying Cross (DFC) for his "marked keenness and determination" during operations with No. 3 Squadron in the Middle East. The former award was promulgated in the London Gazette on 1 January 1942 and the latter, which listed him as "John Henry Jackson", on 7 April. The DFC was presented to Jackson's widow Elisabeth, after his death.
### South West Pacific
Following his return from the Middle East, Jackson was briefly an instructor at No. 1 Service Flying Training School, based at RAAF Station Point Cook, Victoria. He wrote to his wife, "I just loathe this joint. This training is a tough job and I take my hat off to the boys who have been doing it since war broke out ... every one of these instructors is longing to be sent overseas, but I doubt if they have any chance of ever getting there—they are so valuable here." In January 1942, he was posted to No. 4 Squadron, which operated Wirraways in Canberra.
As the Japanese advanced towards New Guinea in early 1942, the RAAF urgently established three new fighter units for Australia's northern defence, Nos. 75, 76 and 77 Squadrons. Jackson was promoted to acting squadron leader and appointed commanding officer (CO) of No. 75 Squadron on 19 March, barely two weeks after the unit was formed at Townsville, Queensland. He took over from Wing Commander Peter Jeffrey, who had led No. 3 Squadron in the Middle East and been given the task of preparing No. 75 for operations at Port Moresby, where the local Australian Army garrison was under regular attack by Japanese bombers. Jeffrey later recalled chiding Jackson for his eagerness to return to combat despite having already done enough in the war, to which the latter replied, "What are you fighting for? King and country? Well, I'm fighting for my wife and kids and no Jap bastard's going to get them!" On 21 March, Jackson led the squadron's main force to Seven Mile Aerodrome to take part in the defence of Port Moresby, a crucial early battle in the New Guinea campaign, and what military aviation historian Andrew Thomas called "one of the most gallant episodes in the history of the RAAF". The unit was equipped with P-40 Kittyhawks, whose long-awaited arrival had seen them irreverently dubbed "Tomorrowhawks", "Neverhawks", and "Mythhawks" by the beleaguered garrison at Moresby. Jackson's age of thirty-four was considered advanced for a fighter pilot, and he was affectionately known as "Old John" to his men, one of whom was his younger brother Les, now a flight lieutenant. As CO, Jackson's leadership was to prove inspirational to his pilots, many of whom had received only nine days of training in fighter tactics, and fired their guns just once.
On 22 March, the day after he arrived in New Guinea, Jackson took No. 75 Squadron on a dawn raid against the Japanese airfield at Lae. Rather than attacking directly from the south, he led the Kittyhawks in from the east, where they would not be expected and where the rising sun would hide their approach. Achieving the surprise he had hoped for, Jackson made two strafing passes over the airfield, ignoring standard practice that called for only one such pass to reduce the risk from anti-aircraft fire. The Australians claimed a dozen Japanese planes destroyed on the ground and five more damaged. They also shot down two Mitsubishi Zero fighters in the air, and lost two Kittyhawks over Lae, along with one that had crash-landed on takeoff from Moresby. The Japanese struck back the next day, destroying two Kittyhawks at Seven Mile Aerodrome. With his losses mounting, Jackson was given permission to withdraw the squadron to Horn Island in Far North Queensland, but refused. On 4 April, Jackson made a solo reconnaissance over Lae, after which he led another four Kittyhawks on a raid against the airfield, claiming seven enemy aircraft destroyed on the ground without loss to themselves; Japanese sources credited the Australians with only two machines destroyed, but seventeen others damaged. Two days later, Les Jackson was forced to ditch his aircraft on a coral reef, but made it to shore with the aid of a life jacket that John dropped to him, not realising at the time that the downed pilot was his younger brother.
Jackson himself had to ditch into the sea on 10 April, when he was shot down after being surprised by three Zeros during another of his solo reconnaissance missions near Lae. After playing dead beside his crashed plane to discourage the Japanese fighters from machine-gunning him, he swam to shore and made his way through jungle for over a week to Wau, with the help of two New Guinea natives. When he arrived back at Port Moresby in a US Douglas Dauntless on 23 April, a Japanese air raid was in progress and a bullet cut off the tip of his right index finger. Having survived his trek through the jungle, he dismissed the wound as "a mere scratch". On 27 April, Jackson met with his pilots and revealed that some senior RAAF officers had expressed dissatisfaction with the way in which No. 75 Squadron was avoiding dogfighting with the Japanese Zeros. Jackson and his men had generally eschewed such tactics owing to the Zero's superiority to the Kittyhawk in close combat. The senior officers' comments had evidently stung him, as he declared to his pilots: "Tomorrow I'm going to show you how". According to journalist Osmar White, who saw him on the night of the 27th, Jackson's "hands and eyes were still and rock steady" but he appeared "weary in soul" and "too long in the shadows". White concluded: "He had done more than conquer fear—he had killed it". The next day, Jackson led No. 75 Squadron's five remaining airworthy Kittyhawks to intercept a force of Japanese bombers and their escort. He destroyed an enemy fighter before being shot down and killed. His aircraft hit the side of a mountain and embedded itself six feet; Jackson was identified only by his size-ten boots and the revolver he habitually wore. His final tally of aerial victories during the war was eight.
## Legacy
Les Jackson took over command of No. 75 Squadron the day after his brother was killed. Although the squadron was no longer an effective fighting unit, it had checked Japan's attempts to overpower Port Moresby by air attack, and the town continued to function as an important Allied base. John Jackson was survived by his wife and children, and interred in Moresby's Bomana War Cemetery. His estate was sworn for probate at a value of £29,780 (\$1,870,800 in 2011). His name appears on panel 104 of the Commemorative Area at the Australian War Memorial (AWM), Canberra. Jackson was a keen amateur film maker, and a four-minute reel of 16 mm footage that he shot in Port Moresby is held by the AWM. Moresby's Seven Mile Aerodrome was renamed Jackson's Strip in his honour; it later became Jacksons International Airport. In a 1989 interview, fellow No. 75 Squadron member Flight Lieutenant Albert Tucker commented, "I would say that had John F. Jackson not existed, the squadron would not have been effective in that defence role for as long as it was ... So the whole spirit of John F's leadership, and I suppose his final sacrifice, was the thing that made 75 Squadron." In March 2003, the St George township erected a monument to Jackson and another local RAAF identity, Aboriginal fighter pilot Len Waters. |
801,691 | La Coupole | 1,157,729,813 | WWII Nazi-built bunker complex in France | [
"Buildings and structures in Pas-de-Calais",
"Domes",
"Infrastructure completed in 1944",
"Museums established in 1997",
"Museums in Pas-de-Calais",
"Ruins in Hauts-de-France",
"V-weapon subterranea",
"World War II in the Pas-de-Calais",
"World War II museums in France",
"World War II sites in France"
]
| La Coupole (English: The Dome), also known as the Coupole d'Helfaut-Wizernes and originally codenamed Bauvorhaben 21 ('Building Project 21') or Schotterwerk Nordwest (Northwest Gravel Works), is a Second World War bunker complex in the Pas-de-Calais department of northern France, about 5 kilometres (3.1 mi) from Saint-Omer, and some 14.4 kilometers (8.9 miles) south-southeast from the less developed Blockhaus d'Eperlecques V-2 launch installation in the same area. It was built by the forces of Nazi Germany between 1943 and 1944 to serve as a launch base for V-2 rockets directed against London and southern England, and is the earliest known precursor to modern underground missile silos still in existence.
Constructed in the side of a disused chalk quarry, the most prominent feature of the complex is an immense concrete dome, to which its modern name refers. It was built above a network of tunnels housing storage areas, launch facilities and crew quarters. The facility was designed to store a large stockpile of V-2s, warheads and fuel and was intended to launch V-2s on an industrial scale. Dozens of missiles a day were to be fuelled, prepared and launched in rapid sequence against London and southern England.
Following repeated heavy bombing by Allied forces during Operation Crossbow, the Germans were unable to complete the construction works and the complex never entered service. It was captured by the Allies in September 1944, partially demolished on the orders of Winston Churchill to prevent its reuse as a military base, and then abandoned. It remained derelict until the mid-1990s. In 1997 it opened to the public for the first time, as a museum. Exhibits in the tunnels and under the dome tell the story of the German occupation of France during World War II, the V-weapons and the history of space exploration.
## Background
The V-2 rocket was one of several innovative long-range weapons developed by the Germans after the failure of the Luftwaffe to strike a decisive blow against Britain. It was a revolutionary weapon—the world's first operational SRBM—that had been developed in a secret programme begun in 1936. The German leadership hoped that a barrage of rockets unleashed against London would force Britain out of the war. Although Adolf Hitler was at first ambivalent, he eventually became an enthusiastic supporter of the V-2 programme as Allied air forces carried out increasingly devastating attacks on German cities.
The 12.5-ton missile, standing 14 metres (46 ft) high on its launch pad, was fuelled primarily by liquid oxygen (LOX) and ethanol. Deploying the V-2 on a large scale required far more LOX than was available from existing production sites in Germany and the occupied countries. New sources of LOX were required, situated close to the missile launching sites to reduce as far as possible the loss of propellant through evaporation. The missile's operational range of 320 kilometres (200 mi) meant that the launch sites had to be fairly close to the English Channel or southern North Sea coasts, in northern France, Belgium or the western Netherlands.
Because of the complexity of the missile and the need for extensive testing prior to launch, the V-2's designers at the Peenemünde Army Research Center favoured using heavily defended fixed sites where the missiles could be stored, armed, and fuelled from an on-site LOX production plant before launching. But the German Army and the V-2 project's head, Major-General Walter Dornberger, were concerned that the sites would be vulnerable to aerial attack by the Allies. The Army's preferred option was to use Meillerwagens, mobile firing batteries, which presented a much smaller target for the Allied air forces.
The Army was nonetheless overruled by Hitler, who had a long-standing preference for huge, grandiose constructions. He preferred fixed installations along the lines of the virtually impregnable U-boat pens that had been built to protect Germany's U-boat fleet. In March 1943, he ordered the construction of a massive bunker (now known as the Blockhaus d'Éperlecques) in the Forest of Éperlecques near Watten, north of Saint-Omer. The bunker was soon spotted by Allied reconnaissance, and on 27 August 1943, a raid by 187 Boeing B-17 Flying Fortress bombers wrecked the construction site before it could be completed. A surviving portion was reused by the Germans as a LOX production facility.
## Design and location
The successful attack against the Watten bunker forced the German Army to find an alternative location for a launch site nearby. They had already taken possession of an old quarry between the villages of Helfaut and Wizernes, south-west of Saint-Omer and some 12 kilometres (7.5 mi) south of the Watten bunker, near the river Aa alongside the Boulogne–Saint-Omer railway line, about 1 km (0.62 mi) from Wizernes station. The quarry had been designated for use as a missile storage depot where V-2s would be housed in tunnels bored into the chalk hillside before being transported for launching. The Germans undertook major work in August 1943 to lay extensive railway sidings to connect the quarry to the main line.
On 30 September 1943, Hitler met with Albert Speer, the Minister of Armaments and War Production, and Franz Xaver Dorsch, the chief engineer of the Todt Organisation, to discuss plans for a replacement for the out-of-commission Watten facility. Dorsch proposed to transform the Wizernes depot into a vast bomb-proof underground complex that would require a million tons of concrete to build. It would be constructed within a network of tunnels to be dug inside the hillside at the edge of the quarry. A concrete dome, 5 m (16 ft) thick, 71 metres (233 ft) in diameter and weighing 55,000 tons, would be built over the top of the central part of the facility to protect it from Allied bombing. Beneath it, about 7 kilometres (4.3 mi) of tunnels were to be dug into the chalk hillside to accommodate workshops, storerooms, fuel supplies, a LOX manufacturing plant, generators, barracks and a hospital.
A standard gauge railway tunnel, codenamed Ida, was to be built on a curving path that would connect it with both the east- and west-bound main line railway, allowing trains to run straight through the complex without needing to reverse or be turned around. This would serve as the main unloading station, where missiles and supplies would be offloaded onto trolleys that would transport them into the connecting galleries Mathilde and Hugo. Hugo connected in turn with Sophie, a dead-end railway tunnel branching from the main line into Ida. Each of the main tunnels had a number of unnamed side tunnels of the same dimensions as the main tunnels and up to 90 metres (300 ft) long. The central feature of the complex was a huge octagonal rocket-preparation chamber directly under the dome. It was never completed but would have been 41 metres (135 ft) in diameter and up to 33 metres (108 ft) high. A number of intermediate floors, possibly as many as ten, would have been built up the sides of the chamber.
The western side of the chamber opened onto two tall passageways, opening onto two tracks to the outdoor launchpads, with the tracked passages and launchpads named Gustav (the southerly-located pad) and Gretchen (the northerly-located pad), both on the western side of the domed complex. Each was to have been protected by bomb-proof doors made of steel and concrete. The passageways were to be 4 metres (13 ft) wide and at least 17 metres (56 ft) high and were angled in a Y-shape, both exiting westwards into the quarry. The outdoor launchpads for the V-2 rockets would have been at the end of each passageway. The two passageways were angled at 64° 50' and 99° 50' west of north respectively—not aligned with any probable target but merely permitting the rockets to be transported to either one or the other, of their pair of sufficiently-separated launch pads.
The facility was designed, as was its predecessor at Watten, to receive, process and launch V-2 rockets at a high rate. Trains carrying V-2s would enter the heart of the complex through the Ida rail tunnel, where they would be unloaded. A large number of V-2s could be stored in the side tunnels; LOX would also be produced on-site ready for use. When the time came, the rockets would be moved into the octagonal preparation chamber where they would be lifted to a vertical position for fuelling and arming. From there they would be transported on motorised launch carriages, still in a vertical position, through the Gustav and Gretchen passageways. The launch pads were located at the end of the track on the floor of the quarry, from where the missiles would be fired.
The priority target for the V-2s was 188 kilometres (117 mi) away: London, which Hitler wanted to see pulverised by the end of 1943. The Allies were alarmed when an analyst found that part of the complex was aligned within half a degree of the Great Circle bearing on New York, and its equipment was large enough to accommodate a rocket twice the size of the V-2: the "America Rocket", the proposed A10 intercontinental ballistic missile.
Although physically separate, another facility built in nearby Roquetoire was an integral part of the Wizernes complex. Umspannwerk C was built to house a Leitstrahl radio command guidance system which could be used to send course corrections to missiles launched from Wizernes to fine-tune their trajectory during the launch phase.
## Construction
The Allies first noticed construction activity at Wizernes in mid-August 1943 when the Germans began building railway track and the offloading stores into the old quarry. After Hitler authorised the decision to turn the depot into a missile launch site, construction was stepped up. Work on the dome began in November 1943 and tunnelling in the cliff face below began in December. At the start of January, Allied reconnaissance aircraft observed an elaborate system of camouflage on the hill top, installed to conceal the dome. The building works were greatly hindered by the constant air-raid warnings, which stopped work 229 times in May 1944 alone. In response to Hitler's desire to see the site completed the workforce was expanded substantially from 1,100 in April 1944 to nearly 1,400 by June. About 60% of the workers were Germans; skilled workers, such as miners from Westphalia, were recruited to excavate the tunnels and build the dome. The remainder were principally Frenchmen conscripted by the Service du travail obligatoire (STO), plus Soviet prisoners of war. The project was overseen by several large German construction companies, with Philipp Holzman A.G. of Frankfurt am Main and the Grossdeutsche Schachtbau and Tiefbohr GmbH serving as the chief contractors.
One of the most difficult challenges faced by the Germans was constructing the great dome while under regular air attack. The dome's designer, Todt Organisation engineer Werner Flos, devised a plan under which the dome would be built first, flat upon the ground, and the soil underneath it would be excavated so that the construction works below would be protected against aerial attacks. A circular trench was excavated on the top of the hill above the quarry to an outside diameter of 84 metres (276 ft). The dome was built within this trench and the galleries and octagonal preparation chamber were excavated below.
As an additional bomb-proofing method, the dome was surrounded by a bomb-proof "skirt" or Zerschellerplatte of steel-reinforced concrete, 14 metres (46 ft) wide and 2 metres (6.6 ft) thick. This was supported by a series of buttresses, which were not tied into the dome itself, above the entrances to the Gustav and Gretchen tunnels. Another concrete structure was tied into the skirt to the north-west of the dome, which was perhaps intended for use as an observation and control tower. A separate underground building was constructed on the western side of the quarry to serve as a hospital and as offices for the engineers. A Decauville narrow-gauge railway was installed on the quarry floor to transport supplies from the main line to the construction site.
A cube-shaped concrete building was constructed on the top of the hill, next to the dome. This was intended to be used as the bomb-proof outlet for a ventilation and air conditioning shaft. It was an essential component of a facility where dangerous and explosive gases were expected to be used in large quantities on a daily basis. It was never finished, and the Allies found when they captured the site that the ventilation shaft had not been fully excavated. The building survived the bombing intact and is still prominently visible today.
Unlike its sister site at Watten, there was no on-site power plant. Electricity at Wizernes was provided by a connection to the main electric grid, with power consumption estimated at between 5,000 and 6,000 kVA.
## Discovery and Allied attacks
The Allies became aware of the Wizernes site in August 1943 when the Germans began laying extensive new rail sidings which were spotted by RAF reconnaissance flights. Late 1943, a Belgian, Jacques de Duve, supported by German opponents, informed MI5 about the existence of a rocket production site in Saint-Omer. MI5 did not believe de Duve, who was interned for the rest of the war in Latchmere House. In November 1943, the Allied Central Interpretation Unit reported that the Germans had begun constructing the concrete dome and were undertaking tunnelling works in the east face of the quarry. However, it was not until the following March that the Allies added the site to the list of targets for the bombing campaign against V-weapon sites that had already wrecked the Watten bunker and numerous V-1 flying bomb launching sites. Over the next few months, the USAAF and RAF carried out 16 air raids involving 811 bombers that dropped some 4,260 tons of bombs. The bombing caused destruction across a wide area, killing 55 residents of the nearby village of Helfault.
Conventional bombing raids only achieved a single bomb hit on the dome itself, causing negligible damage. However, in June and July 1944 the RAF began attacking the site with 12,000 pounds (5,400 kg), ground-penetrating Tallboy bombs. The external construction works were completely wrecked by the bombing and one Tallboy landed just beside the dome, blowing out the entire quarry cliff face and burying the entrances to the Gustav and Gretchen tunnels. The entrance to Sophie was also buried, leaving Ida as the only entrance to the facility. The dome was unscathed but the buttresses supporting the protective Zerschellerplatte were dislodged and slid partway down into the quarry. Serious damage was also caused to the tunnels beneath the dome. The damage made it impossible to continue work on the site. Dornberger complained: "Persistent air attack with heavy and super-heavy bombs so battered the rock all around that in the spring of 1944 landslides made further work impossible." His staff reported on 28 July 1944 that, although the dome had not been hit by the Tallboys, "the whole area around has been so churned up that it is unapproachable, and the bunker is jeopardised from underneath."
Although three launch battalions were formed by the Germans in late 1943, they never got the chance to deploy to the V-weapons launch sites at Watten and Wizernes. On 3 July 1944, the Oberkommando West authorised the cessation of construction at the heavily damaged sites. On 18 July 1944, Hitler abandoned plans for launching V-2s from bunkers and authorized the downgrading of the Wizernes bunker to make it a LOX production facility. However, these plans were overtaken by the Allied liberation of Northern France following the Normandy landings. The site was finally abandoned a few days before the Allies reached it at the start of September during the rapid liberation of the area by British, American, Canadian and Polish troops. British engineers inspected it on 5 September.
### Allied air raids
## Post-war investigations
Shortly after the Wizernes site had been captured in September 1944, Duncan Sandys, the head of the British "Crossbow Committee" investigating the V-weapons programme, ordered the constitution of a Technical Inter-Services Mission under Colonel T. R. B. Sanders. It was given the task of investigating the sites at Mimoyecques, Siracourt, Watten, and Wizernes, collectively known to the Allies as the "Heavy Crossbow" sites. Sanders' report was submitted to the War Cabinet on 19 March 1945.
The purpose of the Wizernes site had been unclear prior to its capture but Sanders was able to deduce its connection with the V-2 from the dimensions of the complex and some intelligence information that his team had been able to retrieve. Sanders' report concluded that it was "an assembly site for long projectiles most conveniently handled and prepared in a vertical position". He conjectured the approximate length of the projectiles from the height of the Gustav and Gretchen tunnels, though he noted that there was some doubt about the height of the doors at the tunnel entrances. Segments of the doors had been recovered from a storage dump near Watten railway station, but were incomplete. Judging from the size of the tunnel entrance, the maximum size of the projectile could have been between 17 metres (56 ft) and 24 metres (79 ft) in length and 4 metres (13 ft) in breadth. (This was substantially larger than the V-2, which measured 14 metres (46 ft) long and 3.55 metres (11.6 ft) wide.) Two witnesses interviewed by the Sanders team reported "an intention of firing a projectile 18 metres long". Sanders noted that "the dimensions of the site make it suitable for the A.4 (V-2) rocket, but the possibility of a new rocket up to half as long again as the A.4 and twice the weight cannot be ruled out." He concluded that much of the site was becoming unsafe due to the progressive collapse of timbering and recommended that the tunnels and workings under the dome should be destroyed to prevent subsequent accidents or misuse.
## Preservation
The site reverted to private ownership after the war. As the quarry had long since been worked out, it was abandoned. The tunnels were not destroyed but were sealed off, though at some point they were reopened by local people and could be entered; the octagon remained sealed off with a ceiling-to-floor barricade. The quarry itself remained in almost the same condition as it had been in 1944, with sections of railway track still in place on the quarry floor. The hospital section remained relatively intact and was used by the local gendarmes as a shooting range.
In 1986, the Espace Naturel Régional in Lille earmarked 10 million francs to develop the site as a tourist attraction for the Nord-Pas-de-Calais region with the intention of establishing a World War II museum there. The plan was publicised in a special open weekend on 20–21 June 1987, attended by over 20,000 people, in which the dome's designer Werner Flos met Professor Reginald Victor Jones, a surviving member of the "Crossbow Committee", at Wizernes. The Ida tunnel and side chambers were opened to the public and used for an audio-visual exhibition of the site's history.
Local historian Yves le Maner was charged with the task of developing the project while a feasibility study was conducted into the possibility of completing some of the original excavation work to make the site safe for public access. The plans were approved in 1993 and the site was purchased by the Commune de Helfaut. The following year, the Conseil Général du Pas-de-Calais acquired the site. The 69-million-franc project (£7.5 million at 1997 prices) was largely underwritten by the Conseil Général, which provided 35 million francs, with another 17 million coming from the regional council. The European Union provided a further 12 million, the French State provided 3 million and the Saint-Omer municipal administration funded the remaining 1 million francs; a number of private shareholders were also involved. The Societé d'Equipement du Pas-de-Calais was contracted to carry out the development work, which involved excavating a further two metres (six feet) beneath the dome, clearing out and completing the unfinished concreting of some of the tunnels, building an exhibition centre and car park in the quarry floor and installing a lift to carry visitors up from the octagon to the dome.
The museum opened in May 1997. Visitors enter and leave through the Ida railway tunnel, though the rails have been removed and the floor levelled. Short branch tunnels lead off on either side; originally used for storage, they now display wartime objects. Headphone stands along the way present multi-lingual accounts of the construction and purpose of the facility. The tour continues along the Mathilde tunnel to reach a lift that has been installed to bring visitors up to the space beneath the dome, where the main exhibition area is located. Focusing on the story of the V-weapons, life in occupied France, and the conquest of space after the war, the tour presents audio-visual displays in English, French, Dutch and German. The museum houses a large number of original artifacts including a V-1 provided by London's Science Museum and a V-2 provided by the Smithsonian Institution, and incorporates a memorial to the 8,000 people who were shot in or deported from the Nord-Pas-de-Calais region during the war; computer terminals track the paths of several hundred of the deportees. In 2011, the museum welcomed 120,000 visitors. In July 2012, the museum opened a planetarium as part of Cerendac, a newly established Centre de ressources numériques pour le développement de l'accès à la connaissance (Resource Centre for the development of digital access to knowledge). The €6 million centre is funded by the Pas-de-Calais department, the Nord-Pas-de-Calais region, the French state, the European Union and the intercommunality of Saint-Omer. Since 2010, the museum has also managed the V-3 site of the Fortress of Mimoyecques.
## See also
- Blockhaus d'Éperlecques
- Fortress of Mimoyecques |
306,470 | Secret of Mana | 1,172,710,794 | 1993 video game | [
"1993 video games",
"Action role-playing video games",
"Android (operating system) games",
"Christmas video games",
"Cooperative video games",
"IOS games",
"Mana (series) video games",
"Multiplayer and single-player video games",
"PlayStation 4 games",
"PlayStation Vita games",
"Post-apocalyptic video games",
"Role-playing video games",
"Super Nintendo Entertainment System games",
"Video games developed in Japan",
"Video games scored by Hiroki Kikuta",
"Virtual Console games",
"Virtual Console games for Wii U",
"Windows games"
]
| Secret of Mana, originally released in Japan as is a 1993 action role-playing game developed and published by Square (now Square Enix) for the Super Nintendo Entertainment System. It is the sequel to the 1991 game Seiken Densetsu, released in North America as Final Fantasy Adventure and in Europe as Mystic Quest, and it was the first Seiken Densetsu title to be marketed as part of the Mana series rather than the Final Fantasy series. Set in a high fantasy universe, the game follows three heroes as they attempt to prevent an empire from conquering the world with the power of an ancient flying fortress.
Rather than using a turn-based battle system like contemporaneous role-playing games, Secret of Mana features real-time battles with a power bar mechanic. The game has a unique Ring Command menu system, which pauses the action and allows the player to make decisions in the middle of battle. An innovative cooperative multiplayer system allows a second or third player to drop in and out of the game at any time. Secret of Mana was directed and designed by Koichi Ishii, programmed primarily by Nasir Gebelli, and produced by veteran Square designer Hiromichi Tanaka.
The game received considerable acclaim for its brightly colored graphics, expansive plot, Ring Command menu system, and innovative real-time battle system. Critics also praised the soundtrack by Hiroki Kikuta and the customizable artificial intelligence (AI) settings for computer-controlled allies. Retrospectively, it has been considered one of the greatest games of all time by critics.
The original version was released for the Wii's Virtual Console in Japan in September 2008, and for the Wii U's Virtual Console in June 2013. The game was ported to mobile phones in Japan in 2009, and an enhanced port of the game was released for iOS in 2010 and Android in 2014. It was included in the Collection of Mana release for the Nintendo Switch in Japan in June 2017 and North America in June 2019. Nintendo also re-released Secret of Mana in September 2017 as part of the company's Super NES Classic Edition. A full 3D remake was released for the PlayStation 4, PlayStation Vita and Windows in February 2018.
## Gameplay
Like many other role-playing games of the 16-bit era, Secret of Mana displays a top-down perspective, in which the player characters navigate the terrain and fight off hostile creatures. The game features three such characters: the hero, the girl, and the sprite, named Randi, Primm, and Popoi outside the initial North American and European releases. The player can choose to control each of the characters at any time; whichever character is currently selected, the other two companions are controlled via artificial intelligence. The game may be played simultaneously by up to three players, made possible by the Super Multitap accessory for the Super NES console. The Virtual Console version of the game supports three-player gameplay via additional GameCube controllers or Classic Controllers.
Each character possesses individual strengths and weaknesses. The hero, while unable to use magic, masters weapons at a quicker rate; the girl is a healer, able to cast restorative and support spells; and the sprite casts offensive magic to damage and impair enemies. Upon collecting enough experience points in battle, each character increases in level and improves in areas such as strength and evasion. The trio can rest in towns, where they can regain hit points or purchase restorative items and equipment. Options such as changing equipment, casting spells, or checking status are performed by cycling through the game's Ring Commands, a circular menu which hovers over the currently controlled party member. The game is momentarily paused whenever the Ring Commands appear.
Combat takes place in real-time. Located at the bottom of the screen is a power bar, a gauge that determines the amount of damage done to an enemy when attacking. Swinging a weapon causes the gauge to empty and then quickly recharge, allowing that character to attack at full strength. The party wields eight different types of weaponry: sword, spear, bow, axe, boomerang, glove, whip, and javelin. All weapons can be upgraded eight times, and repeated use of a weapon increases its skill level to a maximum of eight, unlocking a new special attack with each level. Weapons are upgraded with Weapon Orbs, which are found in dungeons or earned by defeating certain bosses. The player takes each Orb to a blacksmith, located in most towns, who uses it to reforge one weapon.
In order to learn magic, the party must rescue spirits known as Elementals. The eight Elementals represent different elements—such as water, earth, and life—and each provides the player with specific spells. Magic has skill levels similar to weapons, but each magic spell costs magic points to cast.
At the start of the game, to reach a destination, players must traverse an enemy-infested countryside. Travel may be expedited with Cannon Travel Centers, where the party may be launched to faraway destinations via a giant cannon. Cannon Travel usually requires a fee, but is mandatory to visit other continents later on. Later, the party is given access to Flammie, a miniature dragon which is controlled by the player and able to fly freely across the world, represented by an overworld map. These sequences make use of the SNES's Mode 7 capability to create a rotatable background, giving the illusion that the ground beneath Flammie is rendered in three dimensions. While riding Flammie, the player may access either the "rotated map", which presents the world as a globe, or the "world map", a two-dimensional view of the overworld.
## Plot
### Setting and characters
The story takes place in a high fantasy world, which contains an ethereal energy source named "mana". An ancient, technologically advanced civilization exploited mana to construct the "Mana Fortress", a flying warship. This angered the world's gods, who sent giant beasts to war with the civilization. The conflict was globally destructive and nearly exhausted all signs of mana in the world, until a hero used the power of the Mana Sword to destroy the fortress and the civilization. The world began to recover in peace. As the game opens, an empire seeks eight Mana Seeds, which when "unsealed" will restore mana to the world and allow the empire to restore the Mana Fortress.
The three main characters do not have names in the original SNES release, though their names appear in the manual of the Japanese release; their names were added into the game in the iOS port worldwide. In all versions, the player can choose to name the characters whatever they wish. The hero (ランディ, Randi), a young boy, is adopted by the Elder of Potos before the start of the game, after the boy's mother disappears. The girl (プリム, Primm) is in love with a warrior named Dyluck, who was ordered by the king to attack Elinee's Castle. Angered by the king's actions and by her father's attempt to arrange her marriage to a local nobleman, she leaves the castle to save Dyluck and to accompany the hero as well. The hero meets a sprite child (ポポイ, Popoi) at the Dwarf Village. The sprite lives with a dwarf and goes with the characters to learn more about their family. It does not remember anything about its past, so it joins the team to try to recover its memories.
### Story
The game begins as three boys from the small Potos village disobey their Elder's instructions and trespass into a local waterfall, where a treasure is said to be kept. One of the boys stumbles and falls into the lake, where he finds a rusty sword embedded in a stone. Guided by a disembodied voice, he pulls the sword free, inadvertently unleashing monsters in the surrounding countryside of the village. The villagers interpret the sword's removal as a bad omen and banish the boy from Potos forever. A traveling knight named Jema recognizes the blade as the legendary Mana Sword and encourages the hero to re-energize it by visiting the eight Mana Temples.
During his journey, the hero is joined by the girl and the sprite. Throughout their travels, the trio is pursued by the Empire. The Emperor and his subordinates are being manipulated by Thanatos, an ancient sorcerer who hopes to create a "new, peaceful world". Due to his own body's deterioration, Thanatos is in need of a suitable body to possess. After placing the entire kingdom of Pandora under a trance, he abducts two candidates: Dyluck, now enslaved, and a young Pandoran girl named Phanna; he eventually chooses to possess Dyluck.
The Empire succeeds in unsealing all eight Mana Seeds. However, Thanatos betrays the Emperor and his henchmen, killing them and seizing control of the Mana Fortress for himself. The hero and his party journey to locate the Mana Tree, the focal point of the world's life energy. Anticipating their arrival, Thanatos positions the Mana Fortress over the Tree and destroys it. The charred remains of the Tree speak to the heroes, explaining that a giant dragon called the Mana Beast will soon be summoned to combat the Fortress. The Beast has little control over its rage and will likely destroy the world as well. The Mana Tree also reveals that it was once the human wife of Serin, the original Mana Knight and the hero's father. The voice heard at Potos' waterfall was that of Serin's ghost.
The trio flies to the Mana Fortress and confronts Thanatos, who is preparing to transfer his mind into Dyluck. With the last of his strength, Dyluck warns that Thanatos has sold his soul to the underworld and must not be allowed to have the Fortress. Dyluck kills himself, forcing Thanatos to revert to a skeletal lich form, which the party defeats. The Mana Beast finally flies in and attacks the Fortress. The hero expresses reluctance to kill the Beast, fearing that with the dispersal of Mana from the world, the sprite will vanish. With the sprite's encouragement, he uses the fully energized Mana Sword to slay the Beast, causing it to explode and transform into snow. At the conclusion of the game, the sprite child vanishes into an astral plane, the girl is returned home and the hero is seen welcomed back in Potos, returning the Mana Sword to its place beneath the waterfall.
## Development
Secret of Mana was directed and designed by Koichi Ishii, the creator of the game's Game Boy predecessor, Final Fantasy Adventure. He has stated that he feels Secret of Mana is more "his game" than other projects he has worked on, such as the Final Fantasy series. The game was programmed primarily by Nasir Gebelli and produced by veteran Square designer Hiromichi Tanaka. The team hoped to build on the foundation of Final Fantasy Adventure, and they included several modified elements from that game and from other popular Square titles in Secret of Mana. In addition to having better graphics and sound quality than its predecessor, the attack power gauge was changed to be more engaging, and the weapon leveling system replaced Final Fantasy Adventure's system of leveling up the speed of the attack gauge. The party system also received an upgrade from the first Mana game: instead of temporary companions who could not be upgraded, party members became permanent protagonists and could be controlled by other players. The multiplayer component was not a part of the original design, but was added when the developers realized that they could easily make all three characters human-controlled.
The real-time battle system used in Secret of Mana has been described by its creators as an extension of the battle system used in the first three flagship Final Fantasy titles. The system for experience points and leveling up was taken from Final Fantasy III. According to Tanaka, the game's battle system features mechanics that had first been considered for Final Fantasy IV. Similarly, unused features in Secret of Mana were appropriated by the Chrono Trigger team, which (like Final Fantasy IV) was in production at the time. According to Tanaka, the project was originally intended to be Final Fantasy IV, with a "more action-based, dynamic overworld". However, it "wound up not being" Final Fantasy IV anymore, but instead became a separate project codenamed "Chrono Trigger" during development, before finally becoming Seiken Densetsu 2. Tanaka said that it "always felt like a sequel" to Final Fantasy III for him.
Secret of Mana was originally planned to be a launch title for the SNES-CD add-on. After the contract between Nintendo and Sony to produce the add-on failed, and Sony repurposed its work on the SNES-CD into the competing PlayStation console, Square adapted the game for the SNES cartridge format. The game had to be altered to fit the storage space of a SNES game cartridge, which is much smaller than that of a CD-ROM. The developers initially resisted continuing the project without the CD add-on, believing that too much of the game would have to be cut, but they were overruled by company management. As a result of the hardware change, several features had to be cut from the game, and some completed work needed to be redone. One of the most significant changes was the removal of the option to take multiple routes through the game that led to several possible endings, in contrast to the linear journey in the final product. The plot that remained was different from the original conception, and Tanaka has said that the original story had a much darker tone. Ishii has estimated that up to forty percent of the planned game was dropped to meet the space limitations, and critics have suggested that the hardware change led to technical problems when too much happens at once in the game. Secret of Mana was announced as being released in July 1993 as recently as that April, marketed as a "Party Action RPG", before eventually being released in August instead for the Japanese market. In South Korea, it was released the same month in August 1993.
The English translation for Secret of Mana was completed in only 30 days, mere weeks after the Japanese release, and the North American localization was initially advertised as Final Fantasy Adventure 2. Critics have suggested that the translation was done hastily so that the game could be released in North America for the 1993 holiday season. According to translator Ted Woolsey, a large portion of the game's script was cut out in the English localization due to space limitations. To display text on the main gameplay screen, the English translation uses a fixed-width font, which limits the amount of space available to display text. Woolsey was unhappy that he had to trim conversations to their bare essentials and that he had so little time for translation, commenting that it "nearly killed me". The script was difficult to translate as it was presented to Woolsey in disordered groups of text, like "shuffling a novel". Other localizations were done in German and French. The Japanese release only named the three protagonists in the manual, while Western versions omitted the characters' names until the enhanced port on the iOS.
### Music
The original score for Secret of Mana was composed and produced by Hiroki Kikuta. Kenji Ito, who had composed the soundtrack for Final Fantasy Adventure, was originally slated for the project, but was replaced with Kikuta after he had started on other projects, such as Romancing SaGa. Secret of Mana was Kikuta's first video game score, and he encountered difficulties in dealing with the hardware limitations of the Super NES. Kikuta tried to express in the music two "contrasting styles" to create an original score which would be neither pop music nor standard game music. Kikuta worked on the music mostly by himself, spending nearly 24 hours a day in his office, alternating between composing and editing to create a soundtrack that would be, according to him, "immersive" and "three-dimensional". Rather than having sound engineers create the samples of instruments like most game music composers of the time, Kikuta made his own samples that matched the hardware capabilities of the Super NES. These custom samples allowed him to know exactly how each piece would sound on the system's hardware, so he did not have to worry about differences between the original composition and the Super NES. Kikuta stated in 2001 that he considered the score for Secret of Mana his favorite creation.
The soundtrack's music includes both "ominous" and "light-hearted" tracks, and is noted for its use of bells and "dark, solemn pianos". Kikuta's compositions for the game were partly inspired by natural landscapes, as well as music from Bali. Hardware limitations made the title screen to the game slowly fade in, and Kikuta designed the title track to the game, "Fear of the Heavens", to sync up with the screen. At that time, composers rarely tried to match a game's music to its visuals. Kikuta also started the track off with a "whale noise", rather than a traditional "ping", in order to try to "more deeply connect" the player with the game from the moment it started up. Getting the sound to work with the memory limitations of the Super NES was a difficult technical challenge.
An official soundtrack album, Seiken Densetsu 2 Original Sound Version, was released in Japan in August 1993, containing 44 musical tracks from the game. An English version, identical to the Japanese original aside from its localized packaging and track titles, was later released in North America in December 1994 as Secret of Mana Original Soundtrack, making Secret of Mana one of the first Japanese games to inspire a localized soundtrack release outside of Japan. An album of arranged music from Secret of Mana and its sequel Seiken Densetsu 3 was produced in 1993 as Secret of Mana+. The music in the album was all composed and arranged by Kikuta. Secret of Mana+ contains a single track, titled "Secret of Mana", that incorporates themes from the music of both Secret of Mana and Seiken Densetsu 3, which was still under development at the time. The style of the album has been described by critics as "experimental", using "strange sounds" such as waterfalls, bird calls, cell phone sounds, and "typing" sounds. The music has also been described by critics as covering many different musical styles, such as "Debussian impressionist styles, his own heavy electronic and synth ideas, and even ideas of popular musicians". The latest album of music from the game is a 2012 arranged album titled Secret of Mana Genesis / Seiken Densetsu 2 Arrange Album. The 16 tracks are upgraded versions of the original Super NES tracks, and Kikuta said in the liner notes for the album that they are "how he wanted the music to sound when he wrote it", without the limitations of the Super NES hardware. Critics such as Patrick Gann of RPGFan, however, noted that the differences were minor. Music for the 2018 remake, which features remastered versions of the original soundtrack, was overseen by Kikuta and arranged by numerous game composers, such as Yuzo Koshiro and Tsuyoshi Sekito. The soundtrack was released as an album, also titled Secret of Mana Original Soundtrack, shortly after the remake's release in February 2018. A rendition of the soundtrack was commissioned for the first ever BBC Proms gaming music concert in 2022.
### Re-releases
In 1999, Square announced they would be porting Secret of Mana to Bandai's handheld system WonderSwan Color as one of nine planned games for the system. No such port was ever released. A mobile phone port of Secret of Mana was released on October 26, 2009. A port of the game for iOS was revealed at E3 2010, and released on Apple's App Store on December 21, 2010. The port fixed several bugs, and the English script was both edited and retranslated from the original Japanese. The enhanced port from the iOS version was released on Android devices in 2014. A port for the Nintendo Switch was released with ports of Final Fantasy Adventure and Seiken Densetsu 3 as part of the Collection of Mana on June 1, 2017, in Japan, and June 11, 2019 in North America. The game was released as one of the games included on the Super NES Classic Edition on September 29, 2017.
In August 2017, a 3D remake of the game was announced for PlayStation 4, PlayStation Vita and Windows and was released on February 15, 2018. The remake was developed by Q Studios for Square Enix.
## Reception and legacy
### Sales
The initial shipment of games in Japan sold out within days of the release date. Dengeki Oh magazine ranked it the second best-selling video game of 1993 in Japan, where 1.003 million units were sold that year, just below Street Fighter II Turbo. In South Korea, it was the top-selling game from November to December 1993.
Edge reported in November 1993 that the game was "the most widely covered game of the year in Japan" with a high number of sales, but was initially released in North America "completely un-hyped and mostly unheard of". Despite this, Secret of Mana went on to become the second top-selling Super NES game on the monthly US Babbage's chart in October 1993, below only Mortal Kombat, with Secret of Mana remaining in the US top ten SNES game charts for a year up until October 1994. It was also a success in Europe, where the game introduced many players to console role-playing games. In the United Kingdom, it was the fourth top-selling game in November 1994, and the second top-selling SNES game that month (below Donkey Kong Country).
According to Next Generation magazine, it was surprisingly popular for a role-playing game, contributing to the genre's growing popularity in the West. Next Generation reported in 1996 that the game had sold more than 500,000 copies in the United States alone. According to Square Enix, Secret of Mana had shipped 1.83 million copies worldwide as of 2003, with 1.5 million shipped in Japan and 330,000 abroad.
### Contemporary reviews
Electronic Gaming Monthly magazine's reviewers heavily praised the graphics, music, and multiplayer gameplay, saying that it had "some of the best music I've ever heard from a cartridge". They hoped that other companies would take the game's lead in adding multiplayer modes to role-playing games. Diehard GameFan's review of the game named the multiplayer as the game's best component, with reviewer Kelly Rickards saying that while the graphics were nice, the multiplayer "made the game". GamePro's review praised the graphics, plot, "first-rate gameplay" and "positively massive" world "dwarfing even Zelda", while stating the gameplay and multiplayer were "rough around the edges", concluding it to be "one of the finest action/RPGs" on the SNES. Nintendo Power called it an "enthralling epic", praising the "wide variety of sites and terrain," music, "Beautiful graphics and great depth of play" but criticizing the "unnecessarily long" sword powering-up and "awkward" item selection method. SNES Force magazine praised the game's "superb" graphics, "fantastic" sounds and "revolutionary three-player mode."
Secret of Mana was awarded Game of the Month in December 1993 and Best Role-Playing Game of 1993 by Electronic Gaming Monthly. In its annual Megawards, GameFan awarded it Best Action/RPG (SNES). GamePro gave it the award for Role-Playing Game of the Year, ahead of Lufia and Shadowrun as runners-up.
Edge's review said that Secret of Mana was better than contemporary role-playing games Ys I & II, The Legend of Zelda: A Link to the Past, and Landstalker: The Treasures of King Nole. The review stated that Secret of Mana "includes some of the best game design and features ever seen: simultaneous threeplayer action, the best combat system ever designed, the best player interface ever designed, a superb control system, and yes, some of the most engrossing and rewarding gameplay yet". They concluded that the game was one of the best action RPGs or adventure games. Game designer Sandy Petersen reviewed the game in Dragon, and described the game as much like Zelda but with conventional role-playing game features. He predicted that the game would be regarded as a classic. Peterson concluded that Secret of Mana was one of the best SNES role-playing games and that it was "a much larger game than Zelda, with many more types of monsters, character options, and fortresses to explore". Nintendo Magazine System also compared it favorably with A Link to the Past; one reviewer stated that "even the magnificence of Zelda III seems stale in comparison to the incredible features found within this refreshing, exhilarating adventure" while the other stated that it "comes the closest yet" to surpassing Zelda, concluding that Secret of Mana was "one of the greatest graphical RPGs in the history of the world".
Computer and Video Games said in 1994 that Mana was "doing for adventure games now what Zelda did several years ago" and that Mana is "one of the best games for the SNES this year and more playable than" Donkey Kong Country. Next Generation said in 1996 that many players considered it "the RPG equivalent of Lord of the Rings."
### Retrospective reception
In 2008, Lucas Thomas of IGN reviewed the Virtual Console release of Secret of Mana and stated that it was considered one of the best video games ever made. Eurogamer's Dan Whitehead described it as "essential" and as the formative game of the Mana series. The iOS version of the game was praised by Nadia Oxford of Slide to Play for its improved graphics and computer-controlled characters. She also praised the quality of the touch controls relative to other role-playing game phone versions, though she disliked that the multiplayer mode had been removed.
In 2009, Official Nintendo Magazine ranked the game 82nd on a list of the greatest Nintendo games. In 2014, Edge magazine described Secret of Mana as "one of the high points of the 16bit era". A writer for the magazine noted that, 20 years after Secret of Mana's release, its reputation as a SNES action RPG had been surpassed only by that of The Legend of Zelda: A Link to the Past. Review aggregator site GameRankings lists the game as the 13th-highest rated SNES game. In 1995, Total! rated Secret of Mana 12th on their "Top 100 SNES Games of All Time." The following year, Super Play ranked it eighth on its list of the best 100 SNES games of all time. It took 42nd place on Nintendo Power magazine's 2006 "Top 200 Nintendo Games of All Time" list, and the magazine called it the 86th best game on a Nintendo system. IGN's "Top 100 Games" list ranked the game at number 48 in 2005, number 49 in 2006, and number 79 in 2007, and their 2017 "Top 100 RPGs" list had it as number 7. In 2006, Famitsu's "All Time Top 100" audience poll ranked it number 97. In 2023, Time Extension included the game on their "Best JRPGs of All Time" list.
### Impact
In 2006, Level magazine claimed that Secret of Mana's rocky development was Square's main inspiration to move their games, such as the Final Fantasy series, from Nintendo consoles to Sony consoles in 1996.
Secret of Mana was an influential game in its time, and its influence continued into the 2010s. Elements such as its radial ring menu system, described by Edge as "oft-mimicked", were borrowed by later games such as The Temple of Elemental Evil. Its cooperative multiplayer gameplay has been mentioned as an influence on Dungeon Siege III. |
13,897,191 | Matanikau Offensive | 1,147,767,619 | 1942 World War II battle on the Solomon Islands | [
"1942 in Japan",
"1942 in the Solomon Islands",
"Battles and operations of World War II involving the Solomon Islands",
"Battles of World War II involving Japan",
"Battles of World War II involving the United States",
"Conflicts in 1942",
"Guadalcanal Campaign",
"Military history of Japan during World War II",
"November 1942 events",
"Pacific Ocean theatre of World War II",
"United States Marine Corps in World War II"
]
| The Matanikau Offensive, from 1–4 November 1942, sometimes referred to as the Fourth Battle of the Matanikau, was an engagement between United States (U.S.) Marine and Army and Imperial Japanese Army forces around the Matanikau River and Point Cruz area on Guadalcanal during the Guadalcanal campaign of World War II. The action was one of the last of a series of engagements between U.S. and Japanese forces near the Matanikau River during the campaign.
In the engagement, seven battalions of U.S. Marine and Army troops under the overall command of Alexander Vandegrift and tactical command of Merritt A. Edson, following up on the U.S. victory in the Battle for Henderson Field, crossed the Matanikau River and attacked Japanese Army units between the river and Point Cruz, on the northern Guadalcanal coast. The area was defended by the Japanese Army's 4th Infantry Regiment under Nomasu Nakaguma along with various other support troops, under the overall command of Harukichi Hyakutake. After inflicting heavy casualties on the Japanese defenders, U.S. forces halted the offensive and temporarily withdrew because of a perceived threat from Japanese forces elsewhere in the Guadalcanal area.
## Background
### Guadalcanal campaign
On 7 August 1942, Allied forces (primarily U.S.) landed on Guadalcanal, Tulagi, and Florida Islands in the Solomon Islands. The landings on the islands were meant to deny their use by the Japanese as bases for threatening the supply routes between the U.S. and Australia, and to secure the islands as starting points for a campaign with the eventual goal of isolating the major Japanese base at Rabaul while also supporting the Allied New Guinea campaign. The landings initiated the six-month-long Guadalcanal campaign.
Taking the Japanese by surprise, by nightfall on 8 August the 11,000 Allied troops, under the command of Lieutenant General Alexander Vandegrift and mainly consisting of United States Marine Corps units, had secured Tulagi and nearby small islands, as well as an airfield under construction at Lunga Point on Guadalcanal. The airfield was later named Henderson Field by Allied forces. The Allied aircraft that subsequently operated out of the airfield became known as the "Cactus Air Force" (CAF) after the Allied codename for Guadalcanal. To protect the airfield, the U.S. Marines established a perimeter defense around Lunga Point.
In response to the Allied landings on Guadalcanal, the Japanese Imperial General Headquarters assigned the Imperial Japanese Army's 17th Army, a corps-sized command based at Rabaul and under the command of Lieutenant-General Harukichi Hyakutake, with the task of retaking Guadalcanal from Allied forces. Beginning on 19 August, various units of the 17th Army began to arrive on Guadalcanal with the goal of driving Allied forces from the island.
Because of the threat by CAF aircraft based at Henderson Field, the Japanese were unable to use large, slow transport ships to deliver troops and supplies to the island. Instead, the Japanese used warships based at Rabaul and the Shortland Islands to carry their forces to Guadalcanal. The Japanese warships, mainly light cruisers or destroyers from the Eighth Fleet under the command of Vice Admiral Gunichi Mikawa, were usually able to make the round trip down "The Slot" to Guadalcanal and back in a single night, thereby minimizing their exposure to CAF air attack. Delivering the troops in this manner, however, prevented most of the soldiers' heavy equipment and supplies, such as heavy artillery, vehicles, and much food and ammunition, from being carried to Guadalcanal with them. These high speed warship runs to Guadalcanal occurred throughout the campaign and were later called the "Tokyo Express" by Allied forces and "Rat Transportation" by the Japanese.
The first Japanese attempt to recapture Henderson Field failed when a 917-man force was defeated on 21 August in the Battle of the Tenaru. The next attempt took place from 12 to 14 September, with the 6,000 soldiers under the command of Major General Kiyotake Kawaguchi being defeated in the Battle of Edson's Ridge. After their defeat at Edson's Ridge, Kawaguchi and the surviving Japanese troops regrouped west of the Matanikau River on Guadalcanal.
As the Japanese regrouped, the U.S. forces concentrated on shoring up and strengthening their Lunga defenses. On 18 September, an Allied naval convoy delivered 4,157 men from the U.S. 7th Marine Regiment to Guadalcanal. These reinforcements allowed Vandegrift, beginning on 19 September, to establish an unbroken line of defense completely around the Lunga perimeter.
General Vandegrift and his staff were aware that Kawaguchi's troops had retreated to the area west of the Matanikau and that numerous groups of Japanese stragglers were scattered throughout the area between the Lunga Perimeter and the Matanikau River. Vandegrift therefore decided to conduct a series of small unit operations around the Matanikau valley.
The first U.S. Marine operation against Japanese forces west of the Matanikau, conducted between 23 September and 27 September 1942 by elements of three U.S. Marine battalions, was repulsed by Kawaguchi's troops under Colonel Akinosuke Oka's local command. In the second action, between 6 October and October, a larger force of U.S. Marines successfully crossed the Matanikau River, attacked newly landed Japanese forces from the 2nd (Sendai) Infantry Division under the command of generals Masao Maruyama and Yumio Nasu and inflicted heavy casualties on the Japanese 4th Infantry Regiment. The second action forced the Japanese to retreat from their positions east of the Matanikau.
In the meantime, Major General Millard F. Harmon, commander of United States Army forces in the South Pacific, convinced Vice Admiral Robert L. Ghormley, commander of Allied forces in the South Pacific Area, that U.S. Marine forces on Guadalcanal needed to be reinforced immediately if the Allies were to successfully defend the island from the anticipated Japanese offensive. Thus on 13 October, a naval convoy delivered the 2,837-strong 164th U.S. Infantry Regiment, a North Dakota Army National Guard formation from the U.S. Army's Americal Division, to Guadalcanal.
### Battle for Henderson Field
Between 1 October and 17 October, the Japanese delivered 15,000 troops to Guadalcanal, giving Hyakutake 20,000 total troops to employ for his planned offensive. Because of the loss of their positions on the east side of the Matanikau, the Japanese decided that an attack on the U.S. defenses along the coast would be prohibitively difficult. Therefore, Hyakutake decided that the main thrust of his planned attack would be from south of Henderson Field. His 2nd Division (augmented by troops from the 38th Infantry Division), under Lieutenant General Masao Maruyama and comprising 7,000 soldiers in three infantry regiments of three battalions each was ordered to march through the jungle and attack the American defences from the south near the east bank of the Lunga River. To distract the Americans from the planned attack from the south, Hyakutake's heavy artillery plus five battalions of infantry (about 2,900 men) from the 4th and 124th Infantry Regiments under the overall command of Major General Tadashi Sumiyoshi were to attack the American defenses from the west along the coastal corridor.
Sumiyoshi's forces, including two battalions of the 4th Infantry Regiment under Colonel Nomasu Nakaguma, launched attacks on the U.S. Marine defenses at the mouth of the Matanikau on the evening of 23 October. U.S. Marine artillery, cannon, and small arms fire repulsed the assaults and killed many of the attacking Japanese soldiers while suffering only light casualties.
Beginning on 24 October and continuing over two consecutive nights, Maruyama's forces conducted numerous, unsuccessful frontal assaults on the southern portion of the U.S. Lunga perimeter. More than 1,500 of Maruyama's troops were killed in the attacks while the Americans lost about 60 killed.
Further Japanese attacks near the Matanikau on 26 October by Oka's 124th Infantry Regiment were also repulsed with heavy losses for the Japanese. Thus, at 08:00 on 26 October, Hyakutake called off any further attacks and ordered his forces to retreat. About half of Maruyama's survivors were ordered to retreat back to the area west of the Matanikau River while the rest, the 230th Infantry Regiment under Colonel Toshinari Shoji, was told to head for Koli Point, east of the Lunga perimeter. The 4th Infantry Regiment retreated back to positions west of the Matanikau and around the Point Cruz area while the 124th Infantry Regiment took up positions on the slopes of Mount Austen in the upper Matanikau Valley.
In order to exploit the recent victory, Vandegrift planned another offensive west of the Matanikau which would have two objectives: to drive the Japanese beyond artillery range of Henderson Field and to cut off the retreat of Maruyama's men towards the village of Kokumbona, location of the 17th Army's headquarters. For the offensive, Vandegrift committed the three battalions of the 5th Marine Regiment, commanded by Colonel Merritt Edson, plus the augmented 3rd Battalion, 7th Marine Regiment (called the Whaling Group) commanded by Colonel William Whaling. Two battalions of the 2nd Marine Regiment would be in reserve. The offensive was supported by artillery from the 11th Marine Regiment and the 164th Infantry Regiment, CAF aircraft, and gunfire from U.S. Navy warships. Edson was placed in tactical command of the operation.
Defending the Matanikau area for the Japanese were the 4th and 124th Infantry Regiments. Nakaguma's 4th Infantry defended the Matanikau from the shore to about 1,000 yards (914 m) inland while Oka's 124th Infantry extended the line further inland along the river. Both regiments, which on paper consisted of six battalions, were severely understrength because of battle damage, tropical disease, and malnutrition. In fact, Oka described his command as at only "half strength."
## Action
Between 01:00 and 06:00 on 1 November, U.S. Marine engineers constructed three footbridges across the Matanikau. At 06:30, nine Marine and U.S. Army artillery batteries (about 36 guns) and U.S. warships San Francisco, Helena, and Sterett opened fire on the west bank of the Matanikau, and U.S. aircraft, including 19 B-17 heavy bombers, dropped bombs in the same area. At the same time, the 1st Battalion, 5th Marines (1/5) crossed the Matanikau at its mouth while the 2nd Battalion, 5th Marines (2/5) and the Whaling Group crossed the river further inland. Facing the Marines was the Japanese 2nd Battalion, 4th Infantry under Major Masao Tamura.
The 2/5 and the Whaling Group encountered very little resistance and reached and occupied several ridges south of Point Cruz by early afternoon. Along the coast near Point Cruz, however, the 7th Company from Tamura's battalion fiercely resisted the U.S. advance. In several hours of fighting, Company C, 1/5 suffered heavy casualties, including the loss of three officers, and was driven back toward the Matanikau by Tamura's troops. Assisted by another company from 1/5 and later by two companies from the 3rd Battalion, 5th Marines (3/5), plus determined resistance by Marine Corporal Anthony Casamento, among others, the Americans were successful in stopping the retreat.
Reviewing the situation at the end of the day, Edson, along with Colonel Gerald Thomas and Lieutenant Colonel Merrill Twining from Vandegrift's staff, decided to try to encircle the Japanese defenders around Point Cruz. They ordered 1/5 and 3/5 to continue to press the Japanese along the coast the next day while 2/5 wheeled north to envelop their adversaries west and south of Point Cruz. Tamura's battalion had taken heavy losses in the day's fighting, with Tamura's 7th and 5th Companies being left with only 10 and 15 uninjured soldiers respectively.
Fearing that the U.S. troops were on the verge of breaking through their defenses, Hyakutake's 17th Army headquarters hurriedly sent whatever troops could be found on-hand to bolster the 4th Infantry's defensive efforts. The troops included the 2d Anti-Tank Gun Battalion with 12 guns and the 39th Field Road Construction Unit. These two units took position in pre-prepared fighting emplacements around the south and west of Point Cruz.
On the morning of 2 November, with the Whaling Group covering their flank, the men of 2/5 marched north and reached the coast west of Point Cruz, completing the encirclement of the Japanese defenders. The Japanese defenses were centered in a draw between a coastal trail and a beach just west of Point Cruz and included coral, earth, and log bunkers as well as caves and foxholes. U.S. artillery bombarded the Japanese positions throughout the day on 2 November, causing an unknown number of casualties to the Japanese defenders.
Later in the day, Company I of 2/5 conducted a frontal assault with fixed bayonets on the northern portion of the Japanese defenses, overrunning and killing the Japanese defenders. At the same time, two battalions from 2nd Marine Regiment, now committed to the offensive, advanced past the Point Cruz area.
At 06:30 on 3 November, some Japanese troops attempted to break out of the pocket but were beaten back by the Marines. Between 08:00 and 12:00, five Marine companies from 2/5 and 3/5, using small arms, mortars, demolition charges, and direct and indirect artillery fire, completed the destruction of the Japanese pocket near Point Cruz. Marine participant Richard A. Nash described the battle:
> A jeep wheeled up towing a 37-mm anti-tank gun and Captain Andrews of D Company put a crew of men to setting the thing up to fire into the palm grove. Then I heard it—just before the gun began firing—a weird wailing and moaning, almost a religious chant ... coming from the trapped Japanese soldiers. Then the gun fired canister shot into them, again and again, and after a while the chanting stopped and the firing stopped and for a moment it was all-quiet. Some of us went among the palm trees to look, and there, row on row, were the torn and shattered bodies of perhaps 300 young Japanese soldiers. There were no survivors.
The Marines captured 12 37mm anti-tank guns, one 70 mm field artillery piece, and 34 machine guns and counted the dead bodies of 239 Japanese soldiers, including 28 officers.
At the same time, the 2nd Marines with the Whaling Group continued to push along the coast, reaching a point 3,500 yards (3,200 m) west of Point Cruz by nightfall. The only Japanese troops left in the area to oppose the Marines' advance were the remaining 500 soldiers of the 4th Infantry augmented by a few frail survivors from units involved in the earlier Tenaru and Edson's Ridge battles plus malnourished naval troops from the original Guadalcanal garrison. The Japanese feared that they would be unable to prevent the Americans from taking the village of Kokumbona, which would cut off the retreat of the 2nd Infantry Division and seriously threaten the rear-area support and headquarters units of Japanese forces on Guadalcanal. In despair, Nakaguma discussed taking the regimental colors and seeking death in a final charge at the U.S. forces, but he was dissuaded by other officers on the 17th Army's staff.
Early on 3 November, Marine units near Koli Point, east of the Lunga Perimeter, engaged 300 fresh Japanese troops that had just been landed by a Tokyo Express mission of five destroyers. This, plus the knowledge that a large body of Japanese troops was in the process of relocating to Koli Point after the defeat in the Henderson Field battle, led the Americans to believe that the Japanese were about to conduct a major attack on the Lunga Perimeter from the Koli Point area. To discuss these developments, the Marine leaders on Guadalcanal met on the morning of 4 November. Twining recommended that the Matanikau offensive continue. Edson, Thomas, and Vandegrift, however, urged the abandonment of the offensive and a shift of forces to counter the Koli Point threat. Thus, that same day the 5th Marines and the Whaling Group were recalled to Lunga Point. The 2nd Marine's 1st and 2nd Battalions, plus the 1st Battalion, 164th Infantry took up positions about 2,000 yards (1,829 m) west of Point Cruz with plans to hold in that location. With their route of retreat still open, the Sendai (2nd) Division survivors began to reach Kokumbona this same day. Around this time, Nakaguma was killed by an artillery shell.
## Aftermath
After chasing away the Japanese forces at Koli Point, the U.S. renewed the western offensive towards Kokumbona on 10 November with three battalions under the overall command of U.S. Marine Colonel John M. Arthur. In the meantime, fresh Japanese troops from the 228th Infantry Regiment of the 38th Infantry Division landed by Tokyo Express over several nights beginning on 5 November and effectively resisted the American attack. After making small advances, at 13:45 on 11 November Vandegrift suddenly ordered all the American forces to return to the east bank of the Matanikau.
Vandegrift ordered the withdrawal because of the receipt of intelligence from coastwatchers, aerial reconnaissance, and radio intercepts that a major Japanese reinforcement effort was imminent. Indeed, the Japanese were in the process of attempting to deliver the 10,000 remaining troops from the 38th Division to Guadalcanal in order to reattempt to capture Henderson Field. The resulting efforts by the Americans to stop this reinforcement attempt resulted in the Naval Battle of Guadalcanal, the decisive naval battle of the Guadalcanal campaign in which the Japanese reinforcement effort was turned back.
The Americans recrossed the Matanikau and attacked westward again beginning on 18 November but made slow progress against determined resistance from Japanese forces. The U.S. attack was halted on 23 November at a line just west of Point Cruz. The Americans and Japanese would remain facing each other in these positions for the next six weeks, until the ending stages of the campaign when U.S. forces began their final, successful push to drive Japanese forces from the island. Although the Americans had come close to overrunning the Japanese rear areas in the early November offensive, it would not be until the final stages of the campaign that the U.S. finally captured Kokumbona. |
521,235 | Japanese battleship Hyūga | 1,136,854,308 | Ise-class battleship | [
"1917 ships",
"Battleships sunk by aircraft",
"Ise-class battleships",
"Maritime incidents in 1932",
"Maritime incidents in July 1945",
"Second Sino-Japanese War naval ships of Japan",
"Ships built by Mitsubishi Heavy Industries",
"Ships sunk by US aircraft",
"Shipwrecks in the Inland Sea",
"World War II battleships of Japan",
"World War II shipwrecks in the Pacific Ocean"
]
| Hyūga (Japanese: 日向) was the second and last Ise-class battleship built for the Imperial Japanese Navy (IJN) during the 1910s. Although completed in 1918, she played no role in World War I. Hyūga supported Japanese forces in the early 1920s during the Siberian intervention in the Russian Civil War. In 1923, she assisted survivors of the Great Kantō earthquake. The ship was partially modernised in two stages in 1927–1928 and 1931–1932, during which her forward superstructure was rebuilt in the pagoda mast style. Hyūga was reconstructed in 1934–1936, improvements being made to her armour and propulsion machinery. Afterwards, she played a minor role in the Second Sino-Japanese War.
Despite the expensive reconstruction, the ship was considered obsolete by the eve of the Pacific War, and did not see significant action in the early years of the war. After the loss of most of the IJN's large aircraft carriers during the Battle of Midway in mid-1942, she was rebuilt with a flight deck replacing the rear pair of gun turrets to give her the ability to operate an air group of floatplanes; lack of aircraft and qualified pilots meant that Hyūga never operated her aircraft in combat. She participated in the Battle off Cape Engaño in late 1944, where she helped to decoy the American carrier fleet supporting the invasion of Leyte away from the landing beaches. Afterwards, the ship was transferred to Southeast Asia, occasionally serving as a flagship. In early 1945, Hyūga participated in Operation Kita, during which she transported petrol and other strategic materials back to Japan. The ship was then reduced to reserve until she was sunk during American airstrikes in July. After the war, Hyūga was scrapped in 1946–1947.
## Design and description
The Ise class was designed as an improved version of the preceding Fusō class. The ships had a length of 208.18 metres (683 ft) overall, a beam of 28.65 metres (94 ft) and a draught of 8.93 metres (29 ft 4 in) at deep load. They displaced 29,980 long tons (30,460 t) at standard load and 36,500 long tons (37,100 t) at deep load, roughly 650 long tons (660 t) more than the earlier ships. Their crew consisted of 1,360 officers and ratings.
During the ships' modernisation in the 1930s, their forward superstructure was enlarged with multiple platforms added to their tripod masts to create a pagoda mast. Both ships were also given torpedo bulges to improve their underwater protection and to compensate for the weight of the extra armour. These changes increased their overall length to 215.8 metres (708 ft), their beam to 31.75 metres (104 ft 2 in) and their draught to 9.45 metres (31 ft). Their displacement increased over 5,000 long tons (5,100 t) to 42,001 long tons (42,675 t) at deep load. The crew now numbered 1,376 officers and enlisted men.
### Propulsion
The Ise-class ships had two sets of direct-drive steam turbines, each of which drove two propeller shafts, using steam provided by 24 Kampon Ro Gō water-tube boilers. The turbines were designed to produce a total of 45,000 shaft horsepower (34,000 kW) and give the ships a speed of 23 knots (43 km/h; 26 mph). Hyūga reached 24 knots (44 km/h; 28 mph) from 63,211 shp (47,136 kW) during her sea trials. Each of the boilers consumed a mixture of coal and oil, and the ships carried enough of both to give them a range of 9,680 nautical miles (17,930 km; 11,140 mi) at a speed of 14 knots (26 km/h; 16 mph).
During their 1930s modernisation, the boilers on each ship were replaced by eight new Kampon oil-fired boilers. The turbines were replaced by four geared Kampon turbines with a designed output of 80,000 shp (60,000 kW) intended to increase their speed to 24.5 knots (45.4 km/h; 28.2 mph). The fuel storage of the ships was increased which gave them a range of 7,870 nautical miles (14,580 km; 9,060 mi) at 16 knots (30 km/h; 18 mph), despite the additional weight.
### Armament
The twelve 35.6-centimetre (14 in) Type 41 guns of the Ise class were mounted in three pairs of twin-gun, superfiring turrets that were numbered one through six from front to rear. The first pair was forward of the main superstructure, the second pair was amidships, and the last ones were aft of the rear superstructure. The ships' secondary armament consisted of twenty 14-centimetre (5.5 in) Type 3 guns in single mounts. Eighteen of these were mounted in casemates in the forecastle and superstructure and the remaining pair were mounted on the deck above them and protected by gun shields. Anti-aircraft defence was provided by four 40-calibre 3rd Year Type 8-centimetre (3 in) anti-aircraft (AA) guns in single mounts. The ships were also fitted with six submerged 53.3-centimetre (21.0 in) torpedo tubes, three on each broadside.
In 1931–1933 the AA guns were replaced with eight 12.7-centimetre (5 in) Type 89 dual-purpose guns, placed beside the forward superstructure in four twin-gun mounts. Two twin-gun mounts for license-built Vickers two-pounder (4-centimetre (1.6 in)) light AA guns were also added while the pair of 14 cm guns on the upper deck were removed.
During the mid-1930s reconstruction, the torpedo tubes were removed, and the Vickers two-pounders were replaced by twenty license-built Hotchkiss 2.5-centimetre (1 in) Type 96 light AA guns in 10 twin-gun mounts. This was the standard Japanese light AA gun during World War II, but it suffered from severe design shortcomings that rendered it a largely ineffective weapon. According to naval historian Mark Stille, the twin and triple mounts "lacked sufficient speed in train or elevation; the gun sights were unable to handle fast targets; the gun exhibited excessive vibration; the magazine was too small, and, finally, the gun produced excessive muzzle blast". During the reconstruction, the forward pair of 14-centimetre guns in the forecastle were removed.
### Protection
The Ise-class ships' waterline protective belt had a maximum thickness of 299 mm (11.8 in) of Vickers cemented armour amidships; below it was a strake of 100 mm (3.9 in) armour. The upper armoured deck consisted of two layers of high-tensile steel totalling 55 mm (2.2 in) thick and the lower armoured deck also consisted of two layers of high-tensile steel, but only 30 mm (1.2 in) thick in total. The turrets were protected with an armour thickness of 254 mm (10 in) on the face and 76 mm on the roof. The casemate armour was 149 mm (5.9 in) thick and that of the barbettes was 299 mm thick rather than the originally planned 305 mm.
## Construction and career
Hyūga, named after Hyūga Province, one of the traditional provinces of Japan, was laid down at the Mitsubishi Heavy Industries shipyard in Nagasaki on 6 May 1915 and launched on 27 January 1917. Captain Shigeushi Nakagawa assumed command on 30 April and the ship was completed on that same day, too late for service in World War I. Hyūga was then assigned to the 1st Battleship Division of the 1st Fleet. Captain Kinzaburo Mimura relieved Nakegawa on 10 November. An explosion in No. 3 gun turret killed 11 crewmen and wounded another 25 during a gunnery exercise on 24 October 1919. Mimura was relieved in his turn by Captain Genjiro Katsuki on 20 November. Hyūga accidentally collided with and sank the schooner Hiromiya Maru, killing two of the sailing ship's crew, on 21 July 1920. On 29 August, the ship began the first of numerous patrols off the Siberian coast and in northern waters in support of Japan's Siberian Intervention against the Bolshevik Red Army. Captain Hidesaburo Ishikawa replaced Katsuki on 20 November and he was replaced by Captain Genji Ide on 20 November 1921.
The ship aided survivors of the 1923 Great Kantō earthquake in September 1923. From the early 1920s through the late 1930s, Hyūga often cruised off the coast of China. Little detailed information is available about her activities during the 1920s. The ship was overhauled in 1927–1928, during which her forward superstructure was enlarged and her aviation facilities improved. Beginning on 27 March 1932, she patrolled off the coast of China after the First Shanghai Incident, together with her sister ship Ise and the battlecruisers Kongo and Kirishima. On 14 June 1932, she was taking part in an exercise off Kyushu near the Mishima Islands in which a group of submarines practiced a mock combined attack on the 1st Battleship Division when the submarine I-4 unexpectedly surfaced in front of her. Hyūga, zigzagging at 12 knots (22 km/h; 14 mph), took evasive action at the last minute and managed to avoid a direct collision with the stationary I-4, although Hyūga suffered minor damage to her hull plating when her bow grazed I-4′s hull.
Beginning on 24 October 1934, Hyūga was drydocked at Kure Naval Arsenal and underwent an extensive reconstruction and modernisation that lasted until 7 September 1936. During the Second Sino-Japanese War, the ship ferried two battalions of the 3rd Sasebo Special Naval Landing Force to Port Arthur, China, on 19 August 1937. She began the first of her patrols off the southern Chinese coast on 15 September that lasted until early 1941. On 30 June 1940 Hyūga served as the flagship for the Emperor of Manchuoko, Henry Pu-yi, during his state visit to Japan. Together with Ise, the ship was transferred to the 2nd Battleship Division of the 1st Fleet on 15 November. Captain Noboru Ishizaki assumed command on 1 September 1941.
### Start of the Pacific War
When full-scale war started for Japan on 8 December, the division, reinforced by the battleships Nagato and Mutsu and the light carrier Hōshō, sortied from Hashirajima to the Bonin Islands as distant support for the 1st Air Fleet attacking Pearl Harbor, and returned six days later. Captain Chiaki Matsuda relieved Ishizaki on 20 February 1942. Together with the rest of the 2nd Battleship Division, Hyūga pursued but did not catch the American carrier force that had launched the Doolittle Raid on 18 April.
In May 1942 while conducting gunnery practice along with Nagato and Mutsu, the breech of Hyūga's left-hand gun in her No. 5 turret exploded, killing 51 crewmen. The two aft magazines were rapidly flooded to save the ship and she returned to Kure for repairs. The turret was deemed not to be repairable and was removed. A circular plate of armour was welded over the barbette and three triple mounts for 2.5 cm AA guns were installed there. While under repair, the ship was fitted with one of the first experimental Type 22 surface-search radar sets in the IJN, but it was removed shortly afterwards.
Hyūga and the rest of the 2nd Battleship Division set sail on 28 May with the Aleutian Support Group at the same time most of the Imperial Fleet began an attack on Midway Island (Operation MI). Commanded by Vice-Admiral Shirō Takasu, the division was composed of Japan's four oldest battleships, including Hyūga, accompanied by two light cruisers, 12 destroyers, and two oilers. Official records do not show the division as part of the larger Midway operation, known as Operation AL; they were to accompany the fleet under Admiral Isoroku Yamamoto, but were only to provide support to the Aleutian task force if needed.
### Conversion to a hybrid carrier
The loss of four Japanese aircraft carriers during the Battle of Midway in June severely limited the ability of the IJN to conduct operations and alternatives were sought. Plans for full conversions of battleships into aircraft carriers were rejected on the grounds of expense and, most critically, time, so the IJN settled on removing the rear pair of turrets from the Ise-class ships and replacing them with a flight deck equipped with two rotating catapults. Matsuda was relieved by Captain Sueo Obayashi on 10 December and he was relieved in turn on 1 May 1943, the same day that the conversion officially began. Work actually began two months later. The ship's No. 6 turret and the barbettes for No. 5 and 6 turrets were replaced by a hangar surmounted by a flight deck. This was not long enough to permit the launch of aircraft or their recovery. Two catapults were installed and the existing crane was moved to the flight deck. This was fitted with an extensive system of rails to link each catapult, the storage positions on the deck and the "T"-shaped aircraft lift that moved aircraft between the flight deck and the hangar. It had a capacity of nine aircraft, with eleven more stowed on deck, and one on each catapult for a total of twenty-two. The ship's air group was intended to consist of a dozen each Yokosuka D4Y Suisei dive bombers (Allied reporting name "Judy"), modified for catapult launching, and Aichi E16A reconnaissance floatplanes (Allied reporting name "Paul"), of which two to three of each were reserves. The former had to land either on a conventional carrier or on land bases, whereas the E16A could be hoisted back aboard using a crane, after landing on the water near the ship.
During the conversion, all of the 14 cm guns were removed and the ship's anti-aircraft suite was heavily reinforced. The eight 12.7 cm Type 89 guns were supplemented with four twin mounts and the existing 2.5 cm Type 96 AA twin-gun mounts were replaced by 19 triple-gun mounts for a total of 57 weapons.
These changes increased the ship's overall length to 219.62 metres (720 ft 6 in) and the removal of the heavy gun turrets and their barbettes reduced her displacement to 39,805 long tons (40,444 t) at deep load, despite the addition of more fuel oil storage. The extra fuel increased Hyūga's range to 9,500 nautical miles (17,600 km; 10,900 mi). The weight reductions decreased her draught to 9.03 metres (29 ft 8 in). The crew now numbered 1,463 officers and enlisted men.
The rebuild was officially completed on 18 November and Captain Tomekichi Nomura assumed command on 5 December as the ship was working up. Hyūga served as a training ship for most of the first half of 1944. On 25 February, Battleship Division 2 was assigned to the direct control of the Combined Fleet. The sisters were then transferred to the Third Fleet and assigned to the newly reformed Fourth Carrier Division on 1 May. That same day the 634th Naval Air Group was formed and assigned to the Fourth Carrier Division. On 24 May, the ship's light anti-aircraft armament was reinforced with 24 additional Type 96 AA guns in eight triple mounts, which brought her total to 104 guns. On 7 June, a pair of improved Type 22 surface-search radars were installed. A pair of Type 13 early-warning radars and an E27 radar detector were probably also fitted.
On 23 June, the sisters conducted their first catapult training, each with four D4Ys and six E16As aboard; subsequent sessions were conducted on 21 July and 31 August. Two days later, Hyūga became the flagship of the Fourth Carrier Division, now commanded by the recently promoted Rear Admiral Matsuda. In September, six racks of 30-tube 12.7 cm anti-aircraft rocket launchers were added. Training of the D4Y and E16A aircrew was slowed by technical problems and was generally conducted from land bases. By 1 October the 634th had on strength 17 D4Ys, of which six were serviceable, and 18 E16As, of which 16 were operable.
### Battle off Cape Engaño and afterwards
After the Americans began attacking Japanese installations in the Bonin Islands on 10 October 1944, the aircraft of the Fourth Carrier Division were ordered to prepare for combat by the commander of the Combined Fleet, Admiral Soemu Toyoda. Two days later, the 634th Naval Air Group was reassigned to the Second Air Fleet and began flying to bases in southern Kyushu; among these were nine D4Ys and a dozen E16As assigned to Ise and Hyūga. On 14 October they attacked the aircraft carriers of Task Force 38 near Formosa with little effect and heavy losses. The following day Nomura was promoted to rear admiral.
The ships of the Fourth Carrier Division were assigned to the Main Body of the 1st Mobile Fleet, commanded by Vice Admiral Jisaburō Ozawa. The Main Body's role was to act as decoys to attract attention away from the two other forces approaching from the south and west. All forces were to converge on Leyte Gulf on 25 October and the Main Body left Japan on 20 October. By the morning of 24 October, the Main Body was within range of the northernmost American carriers of Task Force 38 and Ozawa ordered an air strike launched by the Third Carrier Division (Hyūga and Ise had no aircraft aboard) to attract the attention of the Americans. This accomplished little else as the Japanese aircraft failed to penetrate past the defending fighters; the survivors landed at airfields on Luzon. The Americans were preoccupied dealing with the other Japanese naval forces and defending themselves from air attacks launched from Luzon and Leyte and could not spare any aircraft to search for the Japanese carriers until the afternoon. They finally found them, but Admiral William Halsey, Jr., commander of Task Force 38, decided that it was too late in the day to mount an effective strike. He did, however, turn all of his ships north to position himself for a dawn attack on the Japanese carriers the next day.
On the morning of 25 October, Hyūga was positioned near the light carriers Chitose and Chiyoda to protect them with her anti-aircraft guns. Her radar picked up the first of five American airstrikes at a range of 125 nautical miles (232 km; 144 mi) at 07:13, but the battleship was not a primary target. Fragments from near misses by bombs damaged the ship's anti-torpedo blister and she developed a 5° list that was easily corrected. Despite Hyūga's protection, Chiyoda was set afire and her engines were disabled. Matsuda ordered the battleship and the light cruiser Isuzu to tow the crippled carrier, but Hyūga was unable to do so and rejoined the main body at 18:30. The American submarine USS Halibut spotted the Fourth Carrier Division at 17:42 and manoeuvered to attack, missing with six torpedoes at 18:43. At 19:00 Ozawa ordered Matsuda to take his ships south to defend Isuzu and her escorting destroyers that were attempting to rescue Chiyoda's survivors, despite gunfire from a group of four American cruisers. Unable to locate either group of ships, Ozawa ordered Matsuda to reverse course at 23:30 and head for Amami Ōshima to refuel. Despite being spotted by American submarines en route, the division arrived safely on 27 October. That same day Ozawa transferred his flag to Hyūga. After leaving the island the following day, they were unsuccessfully attacked by the submarine USS Sea Dog before their arrival at Kure on the 29th.
Between 29 October and 8 November, the catapults were removed to improve the firing arcs of No. 3 and No. 4 turrets. Hyūga and Ise departed on 11 November, loaded with troops and munitions for Manila, capital of the Philippines, but news was received of heavy American air attacks on Manila and they were diverted to the Spratly Islands. They arrived on 14 November and their cargo was unloaded so it could be transshipped to the Philippines. The 4th Carrier Division was transferred to the 2nd Fleet the following day. Reinforced by the battleship Haruna and three cruisers, the sisters proceeded on to Lingga Island, near Singapore, on 20 November. They arrived two days later and remained there until 12 December when they departed for Cam Ranh Bay, French Indochina, where they were on standby for an attack on an American supply convoy bound for the island of Mindanao in the Philippines. Vice Admiral Kiyohide Shima, commander of the 5th Fleet, hoisted his flag aboard Hyūga two days later. The attack was cancelled on the 30th and the ships sailed for Singapore where they arrived on 1 January 1945 before continuing on to Lingga. That same day the Fourth Carrier Division was transferred to the Southwest Area Fleet and Shima hauled his flag down. On 6 February, the division sailed for Singapore to participate in Operation Kita. The sisters and the light cruiser Ōyodo were loaded with critically needed strategic war supplies (oil, rubber, tin, zinc, and mercury) and 1,150 surplus oil workers to be ferried back to Japan.
### Final role
The division sailed from Singapore on 10 February 1945 and was spotted by the British submarine HMS Tantalus the following day. Tantalus was forced to submerge by a maritime patrol aircraft and was unable to attack. On 13 February the submarine USS Bergall unsuccessfully attacked the ships as did the submarine USS Blower. Later that afternoon, Ōyodo launched one of her floatplanes which spotted the submarine USS Bashaw on the surface about 22 kilometres (14 mi) ahead of the convoy. Hyūga opened fire with her main guns and forced Bashaw to submerge when one of her shells landed within 1,600 metres (1 mi) of the submarine. The convoy reached the Matsu Islands, off the Chinese coast, on the 15th and was unsuccessfully attacked by the submarine USS Rasher before they reached Zhoushan Island, near Shanghai, that night. The convoy reached Kure on 20 February, having evaded or escaped pursuit by twenty-three Allied submarines along the way.
The 4th Carrier Division was disbanded on 1 March and Hyūga was reduced to first-class reserve. Rear Admiral Kiyoshi Kusagawa relieved Nomura that same day. From this time until the surrender of Japan, Hyūga was anchored in Hiroshima Bay without fuel or aircraft. More than 240 American carrier-based aircraft from Task Force 58 attacked Kure on 19 March and the ship was hit by three bombs, killing 37 and wounding 52 crewmen. Her anti-aircraft guns claimed to have shot down a single Curtiss SB2C Helldiver dive bomber during the attack. Re-designated as a fourth-class reserve ship on 20 April, Hyūga was towed to a new position within Hiroshima Bay and heavily camouflaged. She was later attacked during the bombing of Kure on 24 July and was struck by 10 bombs that blew off part of her stem, destroyed her bridge and started major fires. Over 200 sailors were killed, including Kusagawa, and 600 wounded by the attack. Progressive flooding caused the ship to sink in shallow water over the next several days and her crew was ordered to remove all easily accessible weapons. Hyūga was unsuccessfully attacked by 24 USAAF Consolidated B-24 Liberator heavy bombers on the 29th and abandoned three days later by her crew. She was removed from the Navy List on 20 November 1945. Her wreck was raised and broken up by the Kure Dockyard of the Harima Zōsen Corporation from 2 July 1946 to 4 July 1947. |
5,689,502 | Russian battleship Poltava (1894) | 1,170,627,947 | Petropavlovsk-class battleship | [
"1894 ships",
"Battleships of the Imperial Japanese Navy",
"Naval ships captured by Japan during the Russo-Japanese War",
"Petropavlovsk-class battleships",
"Russo-Japanese War battleships of Russia",
"Ships built at Admiralty Shipyard",
"Ships sunk by coastal artillery",
"World War I battleships of Russia"
]
| The Russian battleship Poltava (Russian: Полтава) was one of three Petropavlovsk-class pre-dreadnought battleships built for the Imperial Russian Navy in the 1890s. The ship was transferred to the Pacific Squadron shortly after completion and based at Port Arthur from 1901. During the Russo-Japanese War of 1904–1905, she participated in the Battle of Port Arthur and was heavily damaged during the Battle of the Yellow Sea. She was sunk by Japanese artillery during the subsequent siege of Port Arthur in December 1904, but was raised by the Imperial Japanese Navy (IJN) after the war and renamed Tango (丹後).
During World War I, she bombarded German fortifications during the siege of Qingdao. The Japanese government sold Tango back to the Russians at their request in 1916. She was renamed Chesma (Чесма) as her former name had been given to a new ship. En route to the White Sea, she joined an Allied force that persuaded the Greek government to disarm their ships. Her crew declared for the Bolsheviks in October 1917, but made no effort to resist when the British captured her during the North Russia intervention in early 1918. In poor condition, the ship was used as a prison hulk. Abandoned by the British when they withdrew in 1919 and recaptured by the Bolsheviks, she was scrapped in 1924.
## Design and description
The design of the Petropavlovsk class was derived from the battleship Imperator Nikolai I, but was greatly enlarged to accommodate an armament of four 12-inch (305 mm) and eight 8-inch (203 mm) guns. While under construction their armament was revised to consist of more powerful 12-inch guns and the 8-inch guns were replaced by a dozen 6-inch (152 mm) guns. The ships were 376 feet (114.6 m) long overall, with a beam of 70 feet (21.3 m) and a draft of 28 feet 3 inches (8.6 m). Designed to displace 10,960 long tons (11,140 t), Poltava was over 500 long tons (510 t) overweight and displaced 11,500 long tons (11,700 t) when completed. The ship was powered by two vertical triple-expansion steam engines, built by the British firm Humphrys, Tennant and Dykes, each driving one shaft, using steam generated by 14 cylindrical boilers. The engines were rated at 10,600 indicated horsepower (7,900 kW) and designed to reach a top speed of 16 knots (30 km/h; 18 mph), but Poltava reached a speed of 16.29 knots (30.17 km/h; 18.75 mph) from 11,213 indicated horsepower (8,362 kW) during her sea trials. She carried enough coal to give her a range of 3,750 nautical miles (6,940 km; 4,320 mi) at a speed of 10 knots (19 km/h; 12 mph). Her crew consisted of 26–27 officers and 605–625 enlisted men.
The Petropavlovsk-class ships' main battery consisted of four 12-inch guns mounted in two twin-gun turrets, one forward and one aft of the superstructure. Designed to fire one round per 90 seconds, the actual rate of fire was half that. Their secondary armament consisted of twelve Canet six-inch quick-firing (QF) guns. Eight of these were mounted in four twin-gun wing turrets and the remaining guns were positioned in unprotected embrasures on the sides of the hull amidships. Smaller guns were carried for defense against torpedo boats, including a dozen QF 47-millimeter (1.9 in) Hotchkiss guns and twenty-eight Maxim QF 37-millimeter (1.5 in) guns. They were also armed with six torpedo tubes, four 15-inch (381 mm) tubes above water and two 18-inch (457 mm) submerged tubes, all mounted on the broadside. They carried 50 mines to be used to protect her anchorage.
Poltava was the first Russian battleship to use Krupp cemented armor, imported from Germany. Her waterline armor belt was 12–14.5 inches (305–368 mm) thick. The Krupp armor of her main gun turrets had a maximum thickness of 10 inches (254 mm) and the nickel-steel armor of her protective decks ranged from 2 to 3 inches (51 to 76 mm) in thickness.
## Construction and service
Poltava was named for the victory at the 1709 Battle of Poltava when Peter the Great defeated King Charles XII of Sweden. Delayed by shortages of skilled workmen, design changes and late delivery of the main armament, the ship was under construction for six years. She was laid down on 19 May 1892, together with her two sister ships, at the New Admiralty Shipyard and launched on 6 November 1894. Her trials lasted from 1898 to 1899 and she was then briefly assigned to the Baltic Fleet. Together with her sister ship Sevastopol, Poltava had a radio installed in September 1900, the first ships in the Imperial Russian Navy to get such equipment. On 15 October the sisters set sail for Port Arthur and later had to unload much of their ammunition, coal and other stores to reduce their drafts enough to pass through the Suez Canal. Poltava arrived at Port Arthur on 12 April 1901, the day before her sister.
### Battle of Port Arthur
After the Japanese victory in the First Sino-Japanese War of 1894–1895, both Russia and Japan had ambitions to control Manchuria and Korea, resulting in tensions between the two nations. Japan had begun negotiations to reduce the tensions 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 this as deliberate prevarication designed to buy time to complete the Russian armament programs. The situation was worsened by Russia's failure to withdraw its troops from Manchuria in October 1903 as promised. The final straws were the 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 actions caused the Japanese government to decide in December 1903 that war was inevitable. As tensions with Japan increased, the Pacific Squadron began mooring in the outer harbor at night 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. Poltava was not hit by the initial attack by torpedo boats 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 attack. The Japanese ships were 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 little damage on the Russian ships, which concentrated all their fire on the Japanese ships with some effect. Poltava was hit several times with little effect and only three men wounded. She fired 12 twelve-inch and 55 six-inch shells during the battle.
Poltava 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, her sister Petropavlovsk. When Makarov spotted the five Japanese battleships, he turned back for Port Arthur and his flagship struck a minefield laid by the Japanese the previous night. The ship sank in less than two minutes after one of her magazines exploded, and Makarov was one of the 677 killed. Emboldened by his success, Tōgō resumed long-range bombardment missions, prompting the Russians to lay more minefields, which sank two of his battleships the following month.
Rear Admiral Wilgelm Vitgeft became the new commander of the First Pacific Squadron and led a half-hearted attempt to reach Vladivostok on 23 June; intercepted by the Combined Fleet, he returned to Port Arthur without engaging the Japanese ships. Poltava, together with cruisers and destroyers, sortied to bombard Japanese coast defense positions on 9 July and briefly engaged Japanese ships that intercepted her. During the summer, the ship landed many of her 47 mm and 37 mm guns to reinforce the defenses of the port.
### Battle of the Yellow Sea
On 10 August the Imperial Japanese Army, which had been slowly pushing south to Port Arthur, began an assault on the city's outer defenses. With their base now directly under attack, the First Pacific Squadron sortied in the morning, around 07:00, in an attempt to escape to Vladivostok. The Japanese fleet intercepted the Russian ships at 12:55 in what became the Battle of the Yellow Sea.
Poltava was sixth in the column of Russian ships when the Japanese engaged them, and from her position started to bombard Asahi at around 14:45. The battleship Mikasa, the Japanese flagship, then fired several shots that hit Poltava, causing the Russian squadron to drop back to support her. The Russians scored several hits on Mikasa, including two by Poltava. She also scored one hit on the armored cruiser Nisshin. Owing to the damage Mikasa had sustained, the Japanese fleet broke off the attack at around 15:20 and turned to starboard, opening the range. By 17:35 the Japanese were again closing on the Russian rear. Mikasa and three other battleships opened fire on Poltava and three armored cruisers, but problems with their turrets forced the Japanese battleships to break off the engagement. They returned at 18:30, with Shikishima and Asahi firing on Poltava. As the Russian fleet began to slip away, two 12-inch shells from 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 line started to execute the same turn, causing all of the ships directly behind Tsesarevich, including Poltava, to maneuver wildly to avoid hitting the stationary flagship. Rear Admiral Prince Pavel Ukhtomsky, second in command of the squadron, signaled the other Russian ships to steam back to Port Arthur. The signal flags were only gradually recognized by Pobeda, Sevastopol, Pallada and Poltava and the other vessels took some time to re-form for the return voyage. Poltava was hit by 12 to 14 large-caliber shells during the battle that knocked out five of her 6-inch guns, as well as killing 12 crewmen and wounding 43. Poltava, along with Tsesarevich and Peresvet, sustained hits at the waterline that crippled their maneuverability, preventing the Russian squadron from fleeing to Vladivostok.
### 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. Poltava was hit on 18 August by four 4.7-inch (120 mm) shells, fired by a battery, that wounded six men. The new squadron commander, Rear Admiral Robert N. Viren, believed in reinforcing the landward defenses of the port and continued to strip guns, and sailors to man them, from his ships. By September Poltava had lost a total of three 6-inch, four 47 mm and twenty-six 37 mm guns. That same month, she began bombarding Japanese positions; through November she fired one hundred ten 12-inch shells and an unknown number of 6-inch shells.
In October the advancing Third Army began to bombard the harbor with 28-centimeter (11 in) siege howitzers, firing at random. They hit Poltava twice on 7 October, though the shells only started fires. On 5 December the Japanese captured 203 Meter Hill, a crucial position that overlooked the harbor and allowed them to direct their artillery at the Russian ships. Poltava was hit that same day by five shells, three of which penetrated the deck. One hit a torpedo room, and another burst in the aft 47 mm magazine. That started a fire that could not be put out because the flooding system had been previously damaged and eventually ignited propellant charges in the adjacent 12-inch magazine. About a half-hour after the hit, the magazine exploded and blew a hole in the ship's bottom that caused her to sink 45 minutes later in the shallow water.
### Japanese career
Following the capitulation of Port Arthur in January 1905, Japanese engineers refloated Poltava on 22 July, and commissioned her as Tango a month later, taking her name from the ancient Japanese province of Tango, now a part of Kyoto Prefecture. Classified as a 1st class battleship, she departed for Maizuru Naval Arsenal two days later and arrived on 29 August. Except for participating in the review of captured ships on 23 October 1905, she remained there under repair until November 1907. Tango then sailed to Yokosuka Naval Arsenal to complete fitting out.
The IJN made several changes to the ship as she was repaired. Her fighting top was removed and her boilers were replaced by 16 Miyabara water-tube boilers. She retained her main guns, but their breeches were replaced by Japanese-built ones. Her secondary armament of eight 152 mm guns in twin turrets were retained, while her four casemated 152 mm guns were replaced by six Japanese-built 15 cm/45 41st Year Type guns; her light armament was revised to ten QF 12-pounder 12 cwt and four 37 mm guns. Four 18-inch above-water torpedo tubes replaced her original torpedo armament. Her crew now numbered 668 officers and crewmen.
Tango joined the fleet in 1911 and was re-classified as a 1st class coast defense ship in 1912. In 1913 she participated in the annual fleet maneuvers as part of the "enemy" force. She was assigned to the 2nd Squadron, commanded by Vice Admiral Kato Sadakichi, shortly after World War I began. The squadron was tasked to blockade the German-owned port of Qingdao, China, and to cooperate with the Imperial Japanese Army in capturing the city. Tango and the other ships of the squadron bombarded German fortifications throughout the siege until the Germans surrendered on 7 November.
### 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 the war, the Japanese government sold Tango and some other ex-Russian warships back to Russia in March. The battleship arrived at Vladivostok on 2 April and was turned over to the Russians on either 3 or 4 April. Her former name had been given to the new dreadnought battleship Poltava, so Tango was renamed Chesma, after the 1770 Battle of Chesma. She departed Vladivostok on 2 July and arrived at Port Said, Egypt, on 19 September.
Chesma joined the Allied fleet off Salamis demanding the disarmament of the Greek fleet later that month and departed after the Greeks agreed to meet the Allied demands. Her machinery was overhauled at Birkenhead by Cammell Laird, beginning on 5 December, and her main deck six-inch and 12-pounder guns were removed. In exchange she received four anti-aircraft guns mounted on her superstructure. She arrived at Aleksandrovsk, a port in the Murmansk Oblast, on 16 January 1917 and the political situation became very confused with the February Revolution shortly after her arrival. She was assigned to the White Sea Fleet on 3 February. Her crew declared for the Bolsheviks in October, but made no effort to interfere with the Allied landing at Murmansk in March 1918. Although the ship was deemed "aground and unseaworthy" by the British shortly afterwards, they seized the ship and used her as a floating prison in April 1919 to house 40 Bolshevik prisoners of war. After the British withdrew, the abandoned ship was captured by the Red Army in March 1920 and incorporated into the Bolshevik White Sea Military Flotilla on 24 April. No longer of any military value, she was turned over to the port of Archangelsk on 16 June 1921 and stricken from the list of naval vessels on 3 July 1924, after which she was scrapped. |
26,449,578 | Battle of Bergerac | 1,144,959,601 | Battle during the Hundred Years' War | [
"1345 in England",
"1345 in France",
"Battles in Nouvelle-Aquitaine",
"Battles of the Hundred Years' War",
"Conflicts in 1345",
"History of Dordogne",
"Hundred Years' War, 1337–1360"
]
| The Battle of Bergerac was fought between Anglo-Gascon and French forces at the town of Bergerac, Gascony, in August 1345 during the Hundred Years' War. In early 1345 Edward III of England decided to launch a major attack on the French from the north, while sending smaller forces to Brittany and Gascony, the latter being both economically important to the English war effort and the proximate cause of the war. The French focused on the threat to northern France, leaving comparatively small forces in the south-west.
Henry of Grosmont, Earl of Derby arrived in Gascony in August and, breaking with the previous policy of cautious advance, struck directly at the largest French concentration, at Bergerac. He surprised and defeated the French forces under Bertrand I of L'Isle-Jourdain and Henri de Montigny. The French suffered heavy casualties and the loss of the town, a significant strategic setback. Along with the Battle of Auberoche later in the year, it marked a change in the military balance of power in the region. It was the first of a series of victories which would lead to Henry of Derby being called "one of the best warriors in the world" by a contemporary chronicler.
## Gascony
Since the Norman Conquest of 1066, English monarchs had held titles and lands within France, the possession of which made them vassals of the kings of France. The French began re-taking these lands from the English in the late 12th century; by 1337 only Gascony in south-western France and Ponthieu in northern France were left. The Gascons preferred their relationship with a distant English king who left them alone, to one with a French king who would interfere in their affairs. Following a series of disagreements between Philip VI of France and Edward III of England, on 24 May 1337 Philip's Great Council in Paris agreed that the Duchy of Aquitaine, effectively Gascony, should be taken back into Philip's hands on the grounds that Edward was in breach of his obligations as a vassal. This marked the start of the Hundred Years' War, which was to last 116 years.
Before the war commenced at least 1,000 ships a year departed Gascony. Among their cargoes were over 80,000 tuns of wine. The duty levied by the English Crown on wine from Bordeaux, the capital of Gascony, was more than all other customs duties combined and by far the largest source of state income. Bordeaux had a population of over 50,000, greater than London's, and Bordeaux was possibly richer. However, by this time English Gascony had become so truncated by French encroachments that it relied on imports of food, largely from England. Any interruptions to regular shipping were liable to starve Gascony and financially cripple England; the French were well aware of this. Although Gascony was the cause of the war, Edward was able to spare few resources for it, and previously when an English army had campaigned on the continent it had operated in northern France. In most campaigning seasons the Gascons had had to rely on their own resources and had been hard pressed by the French. In 1339 the French besieged Bordeaux, the capital of Gascony, even breaking into the city with a large force before they were repulsed. Typically the Gascons could field 3,000–6,000 men, the large majority infantry, although up to two-thirds of them would be tied down in garrisons.
The border between English and French territory in Gascony was extremely unclear. Many landholders owned a patchwork of widely separated estates, perhaps owing fealty to a different overlord for each. Each small estate was likely to have a fortified tower or keep, with larger estates having castles. Fortifications were also constructed at transport choke points, to collect tolls and to restrict military passage; fortified towns grew up alongside all bridges and most fords over the many rivers in the region. Military forces could support themselves by foraging so long as they moved on at frequent intervals. If they wished to remain in one place for any length of time, as was necessary to besiege a castle, then access to water transport was essential for supplies of food and fodder and desirable for such items as siege equipment. Warfare was usually a struggle for possession of castles and other fortified points, and for the mutable loyalty of the local nobility; the region had been in a state of flux for centuries and many local lords served whichever country was stronger, regardless of national ties.
By 1345, after eight years of war, English-controlled territory mostly consisted of a coastal strip from Bordeaux to Bayonne, with isolated strongholds further inland. The French had strong fortifications throughout what had once been English-controlled Gascony. Several directly threatened Bordeaux: Libourne, 20 miles (32 km) to the east allowed French armies to assemble a day's march from Bordeaux; the strongly fortified town of Blaye was situated on the north bank of the Gironde only 25 miles (40 km) downstream of Bordeaux and in a position to interdict its vital seaborne communications; the fortress of Langon, 30 miles (48 km) south of Bordeaux, blocked upstream communication along the Garonne, and facilitated the supply of any French force advancing on Bordeaux.
## Plans
Edward determined early in 1345 to attack France on three fronts. The Earl of Northampton would lead a small force to Brittany, a slightly larger force would proceed to Gascony under the command of Henry, Earl of Derby and the main force would accompany Edward to France or Flanders. The previous Seneschal of Gascony, Nicholas de la Beche, was replaced by the more senior Ralph, Earl of Stafford, who sailed for Gascony in February with an advance force. Derby was appointed the King's Lieutenant in Gascony on 13 March 1345 and received a contract to raise a force of 2,000 men in England, and further troops in Gascony itself. The highly detailed contract of indenture had a term of six months from the opening of the campaign in Gascony, with an option for Edward III to extend it for a further six-month on the same terms. Derby was given a high degree of autonomy, for example his strategic instructions were: "si guerre soit, et a faire le bien q'il poet" (if there is war, do the best you can).
In early 1345 the French decided to stand on the defensive in the south-west. Their intelligence correctly predicted English offensives in the three theatres, but they did not have the money to raise a significant army in each. They anticipated, correctly, that the English planned to make their main effort in northern France. Thus, they directed what resources they had to there, planning to assemble their main army at Arras on 22 July. South-western France was encouraged to rely on its own resources, but as the Truce of Malestroit, signed in early 1343, was still in effect, the local lords were reluctant to spend money, and little was done.
## Prelude
Derby's force embarked at Southampton at the end of May. Due to bad weather, his fleet of 151 ships was forced to shelter in Falmouth for several weeks en route, finally departing on 23 July. The Gascons, primed by Stafford to expect Derby's arrival in late May and sensing the French weakness, took the field without him. The Gascons captured the large, weakly garrisoned castles of Montravel and Monbreton on the Dordogne in early June; both were taken by surprise and their seizure broke the tenuous Truce of Malestroit. Stafford made a short advance north to besiege Blaye with his advance party and perhaps 1,000 men-at-arms and 3,000 infantry of the Gascon lords. Having established the siege, he left the Gascons to prosecute it and proceeded to Langon, south of Bordeaux, and set up a second siege. The Anglo-Gascon forces at both sieges could be readily supplied by ship. The French issued an urgent call to arms.
Meanwhile, small independent parties of Gascons raided across the region. A number of local French groups joined them, and several minor nobles threw in their lot with the Anglo-Gascons. They had several significant successes, but their main effect was to tie down most of the weak French garrisons in the region and to cause them to call for reinforcements. The few mobile French troops in the region immobilised themselves with sieges: of Casseneuil in the Agenais; Monchamp near Condom; and Montcuq, a strong but strategically insignificant castle south of Bergerac. Large areas were effectively undefended.
Edward III's main army sailed on 29 June. They anchored off Sluys in Flanders until 22 July, while Edward attended to diplomatic affairs. When they sailed, probably intending to land in Normandy, they were scattered by a storm and found their way to various English ports over the following week. After more than five weeks on board ship the men and horses had to be disembarked. There was a further week's delay while the King and his council debated what to do, by which time it proved impossible to take any action with the main English army before winter. Aware of this, Philip VI despatched reinforcements to Brittany and Gascony. Peter, Duke of Bourbon was appointed French commander in Gascony on 8 August and based himself at Agen.
On 9 August 1345 Derby arrived in Bordeaux with 500 men-at-arms, 500 mounted archers and 1,000 English and Welsh foot archers. After two weeks recruiting and organising Derby marched his force to Langon, rendezvoused with Stafford and took command of the combined force. Stafford had to this point pursued a cautious strategy of small-scale sieges. Derby's intention was quite different, rather than continue a cautious war of sieges he was determined to strike directly at the French main force before it was fully assembled. The French, hearing of Derby's arrival, concentrated their forces at the strategically important town of Bergerac, where there was an important bridge over the Dordogne, under the command of Bertrand de l'Isle-Jourdain. They would also be within reach of the French force under Henri de Montigny, Seneschal of Périgord, besieging nearby Montcuq. After a council of war Derby decided to attack the French here. The capture of the town, which had good river supply links to Bordeaux, would provide the Anglo-Gascon army with a base from which to carry the war to the French. It would also force the lifting of the siege of the nearby allied castle of Montcuq and sever communications between French forces north and south of the Dordogne. The English believed that if the French field army could be beaten or distracted the town could be easily taken.
## Battle
Sometime in mid-August Derby marched from Langon with 1,200 men-at-arms, of whom 700 were Gascons, 1,500 longbowmen and 2,800 Gascon infantry. The French around Bergerac and Montcuq had 1,600 men-at-arms and a large but unspecified number of other troops. Derby's army moved fast and took the French forces by surprise. The exact date of the battle is unknown; A.H. Burne gives the fall of Bergerac as 26 August but holds that the battle took place some days before, while Kenneth Fowler gives the date of the fall of Bergerac as 24 August.
Exactly where the first part of the battle took place is also unknown. The modern historian Clifford Rogers makes the case for the road between St. Aubin-de-Langais and St. Nexans. Fowler believes it was on the road from Montcuq to Bergerac. The French, either lured from Bergerac by a ruse or in the process of withdrawing from their siege of Montcuq, or both, were caught on the road by the Anglo-Gascon army. They were subject to a barrage of English archery and struck by a charge by the Anglo-Gascon men-at-arms. The French were routed, and a running fight took place as they fled toward the St. Madeleine suburb of Bergerac, at the south end of the bridge. Because the pursuit was so close, it was impossible to close the gates on the barbican at the south end of the bridge and it was overrun. The pursuers pressed on to the bridge, which was 200 yards (180 m) long, narrow, and obstructed halfway along by a chapel. The garrison attempted to sortie to secure the barbican and the bridge became jammed with Frenchmen. English archers waded out to sandbanks in the river and enfiladed the panic-stricken French from both flanks. They "were killed in great numbers" and many surrendered to the Anglo-Gascons pressing close behind them. Attempts to drop the portcullis on the north end of the bridge were thwarted by a wounded horse falling in the gateway. The Anglo-Gascons pressed on to attack the town itself.
At this point, the contemporary sources differ. The two main chronicles covering the whole war, Froissart's The Chronicles of England, France and Spain and the St. Omer Chronicle, state that the gate was closed and that the town withstood a siege for several days, falling only after Derby had boats brought up-river to enable an attack on the weak riverside wall. A larger group of 14th-century sources, including the two which focus specifically on the war in Gascony, the Chronique de Guyenne and the Chronique de Brazas, state that the gate was carried by the first assault, on the same day as the battle, and after nightfall. There is other documentary evidence to support this opinion and it is generally accepted by modern historians, such as Rogers and Jonathan Sumption. In any event, whether several days later or on the evening of the battle, the town was captured and sacked, and a large amount of supplies and horses was captured. The surviving French from the field army which had been besieging Montcuq were gathered by John, Count of Armagnac, and retreated north to Périgueux.
## Aftermath
The battle and subsequent capture of Bergerac were major victories; the plunder from the defeated French army and from sacking the town was immense. Over 600 French men-at-arms were listed as killed, and a large number were captured. Losses among the French infantry are not recorded but were reported to have been heavy; as was customary, most of the common soldiers were killed, regardless of whether they were still bearing arms. Prisoners included Henri de Montingny, ten other noblemen and a large number of lesser nobles. Derby's share of the ransoms and the loot was estimated at £34,000 (£ in 2023 terms), approximately four times the annual income from his lands. English and Gascon losses were very light.
It was the first of a series of victories which would lead to Derby being called "one of the best warriors in the world" by a contemporary chronicler in Chroniques de quatres premier Valois and to modern historians praising his generalship as: "[a] superb and innovative tactician" (Rogers); "ris[ing] to the level of genius" (Rogers); "brilliant in the extreme" (Burne); "stunning" (Gribit). Modern historian Nicholas Gribit has described Derby's four-month campaign of 1345 as "the first successful land campaign of ... the Hundred Years' War".
Strategically, the Anglo-Gascon army had secured an important base for further operations. Politically, local lords who had been undecided in their allegiance had been shown that the English were again a force to be reckoned with in Gascony. Along with the Battle of Auberoche later in the year, it marked a change in the military balance of power in the region.
## Notes, citations and sources |
66,682,729 | SLAPP Suits | 1,171,970,164 | Segment from the American television program "Last Week Tonight" | [
"2019 American television episodes",
"Last Week Tonight with John Oliver",
"Strategic lawsuits against public participation",
"Television episodes about freedom of expression"
]
| "SLAPP Suits" is a segment of HBO's news-satire television series Last Week Tonight with John Oliver, focusing on strategic lawsuits against public participation (SLAPP). It first aired on November 10, 2019, as part of the twenty-ninth episode of the series's sixth season. The episode marked British-American comedian and host John Oliver's response to winning a SLAPP defamation lawsuit against him initiated by American mining businessman Robert E. Murray. The lawsuit began in 2017, after Oliver heavily criticized Murray and his company, Murray Energy, in a segment concerning the coal-mining industry in the United States. Murray claimed in his lawsuit that Oliver had carried out a character assassination against him, but the case was dismissed in under a year, and an appeal by Murray Energy was unsuccessful. During the lawsuit, the American Civil Liberties Union filed an amicus brief that was widely covered due to its sarcastic humor.
In "SLAPP Suits", Oliver discussed the outcome of the lawsuit and the damaging effects of similar lawsuits, giving an overview of Murray's other SLAPPs and their potential harm to independent journalism. Oliver ended the twenty-six-minute segment with the musical number "Eat Shit, Bob!" in celebration of winning the lawsuit, invoking his right under the First Amendment to the United States Constitution to make negative jokes and comments about people and corporations. The title of the number references a check returned by a Murray Energy miner on the grounds that it incentivized unsafe mining practices, with the words "Eat Shit Bob" written on the check. The segment and musical number were lauded by critics and nominated for six Primetime Emmy Awards, with the episode winning one award for Outstanding Technical Direction, Camerawork, Video Control for a Series, and the musical number winning another for Outstanding Picture Editing for Variety Programming.
## Background
### 2017 Last Week Tonight segment
On June 18, 2017, John Oliver hosted a Last Week Tonight segment titled "Coal", focusing on practices in the American coal-mining industry. Oliver began the piece by showing President Donald Trump's affinity for the coal industry, including shots of him during his 2016 presidential campaign in a coal miner's hat and delivering a speech in which he told the miners to prepare to work their "asses off" when he became president. Oliver then introduced Robert E. Murray, CEO of Murray Energy, an outspoken critic of President Barack Obama during his tenure for perceived incompetence and aggression towards the coal industry.
Oliver goes on to explain that when Murray Energy was contacted about the piece, his show received a cease-and-desist letter that instructed them not to engage in "any effort to defame, harass, or otherwise injure Mr. Murray or Murray Energy", and that Murray Energy had sued others before. Oliver ignored this letter, proceeding to call Murray a "geriatric Dr. Evil" who was "on the same side as black lung" and to talk about other errors in Murray Energy's mining practices, focusing particularly on the Crandall Canyon Mine collapse that killed nine people. The mine was operated by Genwal Resources, Inc., an affiliate of Murray Energy. Oliver pointed out that while Murray argued that the collapse was the fault of an earthquake, the federal government concluded that it was the fault of unsafe mining practices.
Oliver also highlighted another story before ending the segment: when Murray Energy introduced a bonus program for coal miners, they were told that they could return their checks if they felt the program incentivized unsafe practices. Two miners complied, returning checks for small amounts with the words "Kiss My Ass Bob" (all capitalized) and "Eat Shit, Bob" written on them. Oliver also referenced a satirical article in a journal of the United Mine Workers, alleging that Murray shared an anecdote in which he was told to start a coal mining corporation by a talking squirrel; the company denies the story. Drawing on these two incidents, Oliver ended the segment by introducing a squirrel mascot known as "Mr. Nutterbutter" (played by Noel MacNeal) who taunted Murray by holding up an oversized check for "three acorns and eighteen cents" made out to "Eat Shit, Bob!".
### Defamation lawsuit
On June 21, 2017, three days after "Coal" aired, Marshall County Coal Company and other companies chaired by Murray filed a strategic lawsuit against public participation against Oliver, HBO, and others associated with Oliver in a West Virginia Circuit Court claiming defamation. The complaint alleged that Oliver carried out a "meticulously planned attempt to assassinate the character of and reputation of Mr. Robert E. Murray and his companies". The plaintiffs criticized Oliver's coverage of the Crandall Canyon Mine collapse, reiterating their claim that the primary collapse was caused by an earthquake, rather than unsafe mining practices on the part of the Murray Energy subsidiary. The company sought monetary damages, as well as a gag order on broadcasting the piece or airing it online. An HBO spokesperson expressed confidence in Last Week Tonight, and said that they did not believe that "anything in the show this week violated Mr. Murray's or Murray Energy's rights".
On February 21, 2018, the case was dismissed, with the judge agreeing with HBO's arguments that Murray Energy had failed to state a valid claim. Murray Energy appealed to the Supreme Court of Appeals of West Virginia, but four of the five justices on that court were impeached for unrelated corruption, overspending, and lack of oversight charges; the fifth justice resigned. The defamation lawsuit was later dropped, while Murray Energy was filing for bankruptcy. Oliver also revealed that he had mentioned one of the justices on the court in a segment a few years prior; specifically, he had joked that the chief justice on the court, Allen Loughry, referred to his penis as "The Gavel".
#### Amicus curiae from the ACLU
In August 2017, while the lawsuit was ongoing, the American Civil Liberties Union (ACLU) chapter in West Virginia filed an amicus brief on behalf of HBO. The brief was noted by news outlets for its snarky, humorous tone, unusual in a legal document; it featured section headings such as "You Can't Sue People for Being Mean to You, Bob" and "A Brief History of Plaintiffs' Attempts to Chill Speech by Abusing the Legal System". Written by Jamie Lynn Croft, the paper argued that Oliver's segment did not air any speech that violated Murray Energy's rights, as Oliver's statements were protected by the First Amendment as satirical humor—although Croft also quipped that "with regard to the Dr. Evil remark, it should be noted that truth is an absolute defense to a claim of defamation". The brief claimed Murray Energy was using the court as a vehicle to suppress free speech, arguing that this lawsuit "threatens the fundamental right of the media to criticize public figures and speak candidly on matters of public concern".
Due to the media coverage of the brief, Murray Energy filed a response, asking the court to disregard the ACLU's brief on the basis that they did not fully disclose a financial conflict of interest with Oliver's show. The company pointed to a Last Week Tonight segment titled "President-Elect Trump", aired five days after the 2016 presidential election. In the segment, Oliver encouraged viewers to donate to causes perceived to be left-leaning such as Planned Parenthood, the NAACP Legal Defense and Educational Fund, The Trevor Project, the Center for Reproductive Rights, and the International Refugee Assistance Project. The company argued that this encouragement caused an "immediate surge of millions of dollars in donations to the ACLU". Reuters, however, contended that Murray Energy did not provide suitable evidence for this claim; the response cited three news articles that did not support this argument, instead attributing the rise in donations to the result of the presidential election in general. The response also criticized the tone of the ACLU's submission, arguing that the brief's "vulgar language" displayed its unfitness for consideration.
## Segment
On November 10, 2019, John Oliver aired a segment on his show, titled "SLAPP Suits", discussing strategic lawsuits against public participation, including the lawsuit brought against him by Murray.
Oliver began the segment by summarizing the legal proceedings, including a clip of Murray on Fox Business responding to the original segment. Oliver noted that despite winning the case, his show's libel insurance tripled in addition to paying more than \$200,000 in attorneys' fees. Oliver highlighted nine lawsuits from Murray Energy against news outlets and journalists who have published negative content about Murray, including a lawsuit against HuffPost, who called him an "extremist coal baron", as well as The New York Times. Oliver stated that Murray Energy had also sued those who may not be fortunate enough to have the backing of a large company like HBO or libel insurance, and suggested that Murray's reputation for litigiousness may have succeeded in its goal of silencing criticism. In particular, Oliver contended that Murray's habits led to the relative silence in the press on two sexual harassment lawsuits against him.
Concluding the section discussing Murray's lawsuits, Oliver speculated that despite the segment being vetted by HBO's lawyers (who he joked were "getting very tired of us"), the episode would likely lead to another lawsuit and that he would stand behind his works if it were to happen. Oliver cited the idea that "loose, figurative language" that cannot be understood as factual is protected under the First Amendment in order to create a musical number to end the episode.
### Musical number
For the final portion of the segment, Oliver staged a five-minute musical number titled Eat Shit, Bob! after the miner's returned check. Initially set in his studio, it began with Oliver singing slowly that "even though he'll threaten legal Armageddon, we have just one tiny thing to say..." and then he gave the finger and exclaimed "Bob Murray can go fuck himself today!" Oliver then introduced the "Suck My Balls, Bob" dancers, who moved the setting to Times Square as they recounted fictional anecdotes of Murray committing outlandish and horrifying acts. They jokingly sung that he perpetrated the assault of Nancy Kerrigan, spat on the Mona Lisa, cut off Vincent van Gogh's ear, launched puppies into outer space, advised Adolf Hitler to quit painting and "find a new career", sold drugs to Bill Cosby and served as Jeffrey Epstein's prison guard, carried out the assassination of Archduke Franz Ferdinand and started World War I, had sexual intercourse with squirrels, and was the unidentified Zodiac Killer.
Oliver centered portions of the song on his First Amendment rationale, saying that "we made up these anecdotes, they're silly and insane" and "If we discuss Bob Murray in a way no reasonable person could construe as factual, we can say whatever the fuck we like!" Mr. Nutterbutter made a reappearance as part of a barbershop quartet in squirrel costumes, and Brian d'Arcy James appeared in the role of HBO's legal counsel.
## Reaction and impact
Reception of "SLAPP Suits" was widely positive. The A.V. Club said that the episode was a demonstration in "why rich assholes really shouldn't sue John Oliver", and referred to the musical number as "glorious" and "over-the-top". A year later, The A.V. Club would cite the musical number as an example of "a troll's powers ... turned into a force for good". Outlets were also receptive to Oliver's stance on behalf of those vulnerable to SLAPP lawsuits. Slate commented that just because Oliver gave an "impassioned speech standing up for all the small outlets and independent activists bullied into silence by SLAPP lawsuits", that does not mean he "has matured even a little bit". Slate also compared the segment to eight other recent comedy clips on a graph called an "EvisceRater", rating it as funnier and more informative than the other eight segments. The Mary Sue agreed with Oliver, stating that Murray's SLAPP suits create a "culture of fear", but points out that "of course, this is John Oliver we're talking about and 'culture of fear' is basically his Bat-Signal". An editorial from the Charleston Gazette-Mail said that there was "a lesson in John Oliver roasting Bob Murray" in that it leads to the question of why states like West Virginia lack anti-SLAPP laws.
A 2020 West Virginia University paper by Shine Sean Tu and Nicholas Stump referenced the defamation lawsuit as a case that "exhibits the classic anatomy of a SLAPP suit". The paper argued that Murray's lawsuit was indeed typical for a SLAPP lawsuit, in that a powerful corporation or individual used the legal system, particularly through a defamation lawsuit, in order to scare Oliver into silence. The "most appropriate classification for the Oliver case", the paper contended, "is that of a SLAPP suit whose aims are to impede constitutional free speech rights". The lawsuit was also cited in a 2020 law textbook titled The Law of Public Communication, which similarly outlined it as a standard SLAPP and credited Oliver for bringing attention to the topic.
"Eat Shit, Bob!" won a Primetime Emmy Award for Outstanding Picture Editing for Variety Programming, and was nominated for Outstanding Original Music and Lyrics. The episode itself won an award for Outstanding Technical Direction, Camerawork, Video Control for a Series, and was nominated in the categories of Outstanding Production Design for a Variety, Reality or Competition Series and Outstanding Sound Mixing for a Variety Series or Special. Episode directors Christopher Werner and Paul Pennolino received a nomination for Outstanding Directing for a Variety Series.
Murray died in October 2020 due to a long-term lung illness. The Daily Beast remembered him as a "Coal Magnate and John Oliver Nemesis", highlighting the controversy between the two as a significant source of notoriety. |
59,607,757 | 2019 FA Cup final | 1,167,910,927 | The 138th final of the FA Cup | [
"2018–19 FA Cup",
"2019 sports events in London",
"Events at Wembley Stadium",
"FA Cup finals",
"Manchester City F.C. matches",
"May 2019 sports events in the United Kingdom",
"Watford F.C. matches"
]
| The 2019 FA Cup final was an association football match between Manchester City and Watford on 18 May 2019 at Wembley Stadium in London, England and the 138th FA Cup final. It was Manchester City's first FA Cup final appearance since 2013 and Watford's second since 1984.
Kevin Friend was the referee for the match played in front of 85,854 spectators. Manchester City dominated the early stages of the final. In the 21st minute, Abdoulaye Doucouré's shot struck Vincent Kompany's arm in the Manchester City penalty area but after consultation with the video assistant referee (VAR), Friend declined to award a penalty and showed Doucouré the first yellow card of the game for his subsequent protests. In the 26th minute the deadlock was broken, as David Silva scored from a Raheem Sterling header. Twelve minutes later Manchester City doubled their lead after Gabriel Jesus side-footed the ball past Kiko Femenía and Heurelho Gomes in the Watford goal. On 61 minutes City further extended their lead to 3–0 with a goal from substitute Kevin De Bruyne from close range. Seven minutes later, Jesus made it 4–0 after taking the ball on the counter-attack and shooting past Gomes. In the 81st minute, Sterling scored from a Bernardo Silva cross to make it 5–0, before scoring again in the 87th minute after his initial shot was pushed onto the post by Gomes. The match ended 6–0 to Manchester City: it was only the third time that a team has scored six goals in an FA Cup final and the margin of victory is the joint-largest in an FA Cup final, equalling Bury's 6–0 win over Derby County in 1903.
De Bruyne was named man of the match. The win completed a domestic treble for Manchester City, who had already won the League Cup and the Premier League that season, which at the time was unprecedented by any English men's team. As they had already qualified for the UEFA Champions League, City's continental qualification place for winning the FA Cup went to the team that finished seventh in the league (Wolverhampton Wanderers), who entered the second qualifying round of UEFA Europa League.
## Route to the final
### Manchester City
As a Premier League club, Manchester City started in the third round where they were drawn against Championship team Rotherham United at the City of Manchester Stadium. In what Neil Johnston of the BBC described as a "powerful attacking performance", City dominated their opponents and won 7–0, with goals from Raheem Sterling, Phil Foden, an own goal from Semi Ajayi, Gabriel Jesus, Riyad Mahrez, Nicolás Otamendi, and Leroy Sané. It was Rotherham's heaviest ever FA Cup defeat, but their manager Paul Warne was philosophical: "It was a difficult day but we were playing against a world-class team. I don't think we embarrassed ourselves". In the fourth round, City were drawn at home once again, this time against fellow Premier League team Burnley. In a display which Burnley manager Sean Dyche called "clinical", City won 5–0 with goals from Jesus, Bernardo Silva, Kevin De Bruyne, Sergio Agüero and an own goal from Kevin Long.
In the fifth round, City played League Two side Newport County away at Rodney Parade in Newport, Wales. Once again, City dominated their opponents, and although the first half ended goalless, they won 4–1 courtesy of two goals from Foden, and one each from Sané and Mahrez, with Pádraig Amond scoring the consolation for Newport. In the quarter-finals, City drew Championship team Swansea City. Played at the Liberty Stadium, Swansea were 2–0 ahead at half time, but a goal from Silva and an own goal from Kristoffer Nordfeldt were followed by a controversial late winner from Agüero. Video replays demonstrated that the striker was offside but as the video assistant referee (VAR) system was not in use at the Liberty Stadium, the goal was allowed to stand, and the Manchester club progressed with a 3–2 victory. In the semi-final, played at Wembley Stadium as a neutral venue, Manchester City faced Premier League side Brighton & Hove Albion. City progressed to the final after a 1–0 win with a Jesus goal from a De Bruyne cross in the fourth minute.
### Watford
As a Premier League club, Watford also started in the third round where they faced National League South side Woking away at the Kingfield Stadium. There were 110 places in the English football league system between the clubs, and Watford dominated the match. They won 2–0 with goals from Will Hughes and Troy Deeney. In the next round Watford played fellow Premier League side Newcastle United away at St James' Park. A total of eighteen changes were made to the starting line-ups of the two teams. After a goalless first half, Andre Gray opened the scoring for Watford and Isaac Success' strike in injury time ensured Watford's progress with a 2–0 win.
In the fifth round Watford played Championship side Queens Park Rangers away at Loftus Road. Watford won 1–0 when Étienne Capoue scored with his side's only shot on target of the game, just before half time. In the quarter final, they played Premier League Crystal Palace at home at Vicarage Road. Watford took the lead mid-way through the first half with a Capoue strike, but Michy Batshuayi levelled the score in the 62nd minute. Gray, a second-half substitute, then scored the winning goal within two minutes of his introduction, ensuring a 2–1 Watford victory and progression to the semi-final at Wembley. There they faced Premier League Wolverhampton Wanderers (Wolves). A header from Matt Doherty and a volley from Raúl Jiménez put Wolves into a 2–0 lead before Gerard Deulofeu reduced the deficit with what BBC reporter Phil McNulty described as "an audacious angled flick" with eleven minutes of the game remaining. Four minutes into injury time, Deeney levelled the score from the penalty spot, forcing the game into extra time. Deulofeu then scored his second in the 104th minute to ensure Watford's progression to the final with a 3–2 victory.
## Match
### Background
This was Manchester City's eleventh FA Cup Final and their first since losing 1–0 to Wigan Athletic in the 2013 final. City had won the FA Cup on four previous occasions, the most recent being the 2011 final when they beat Stoke City 1–0. Watford qualified for their first FA Cup Final since 1984 when they lost 2–0 to Everton. In the two meetings between the clubs during the 2018–19 Premier League, City won 2–1 at Vicarage Road in December 2018 and 3–1 at the City of Manchester Stadium. Watford had beaten Manchester City once in the previous seventeen meetings, including a losing streak of ten games going back to 2013. The league season ended with City as champions and Watford eleventh, forty-eight points behind. It was City's second cup final of the season: in February they had won the 2018–19 League Cup against Chelsea in a penalty shootout. This meant that City were aiming to become the first club in English football history to win the domestic treble which came into existence with the creation of the League Cup in the 1960–61 season.
The referee for the match was Kevin Friend representing the Leicestershire and Rutland County Football Association. He was promoted to the Select Group in 2009 and had previously officiated over Wembley matches including the 2012 FA Community Shield and the 2013 Football League Cup Final. Friend's assistants were Constantine Hatzidakis (Kent County Football Association) and Matthew Wilkes (Birmingham County Football Association). The fourth official was Graham Scott (Berks & Bucks Football Association), and the reserve assistant referee was Edward Smart (Kent County Football Association). Andre Marriner (Birmingham County Football Association) was the video assistant referee who was assisted by Harry Lennard (Sussex County Football Association). Both clubs received an allocation of approximately 28,000 tickets. For adults, these were priced £45, £70, £115 and £145, with concessions in place. 14,000 tickets were distributed through the "football family", which included volunteers representing County FAs, FA-affiliated leagues, clubs and charities. Manchester City supporters were seated on the east side of the ground, and Watford's on the west. The match was broadcast live in the UK on BBC One and BT Sport. The traditional performance of the hymn, "Abide with Me" was performed by the Band of the Scots Guards and a mixed choir. Former players Luther Blissett (Watford) and Tony Book (Manchester City) brought out the trophy before the teams were introduced to Prince William, Duke of Cambridge.
Watford left-back José Holebas was sent off on the last day of the Premier League season in a 4–1 home defeat by West Ham United. The resulting one-match suspension would have ruled him out of the final but, on 13 May, the red card was rescinded, clearing him for selection. Deulofeu had recovered from a dead leg sustained against West Ham. The final was also slated to have been the Watford goalkeeper Heurelho Gomes' last professional football match as he announced his intention to retire at the end of the season. He was selected in preference to Ben Foster, and Adrian Mariappa replaced Christian Kabasele in Watford's defence. Manchester City were still without long-term injured Benjamin Mendy but both Fernandinho and De Bruyne were available for selection, the former having recovered from a knee injury while the latter was back from damaging his hamstring. Jesus was preferred up front with Agüero starting on the bench, along with De Bruyne. Watford played in their standard home kit of black and yellow stripes, black shorts and black socks while City's players wore light blue shirts, white shorts and white socks.
### First half
The match was kicked off by Watford just after 5 p.m. on 18 May 2019 in front of a Wembley crowd of 85,854. The first chance of the game fell to Aymeric Laporte on 4 minutes whose long-range shot flew over Watford's crossbar. Three minutes later, Bernardo Silva made a run but his pass into the Watford penalty area was intercepted by Craig Cathcart. In the 10th minute, Mahrez won a corner for City which was cleared by Watford who went on the counter-attack. A cross from Deulofeu found Roberto Pereyra whose shot was saved by the Manchester City goalkeeper Ederson. Bernardo Silva then saw his strike saved by Gomes two minutes later and on 16 minutes, City won another corner off Holebas. Gomes failed to gather the set piece but Watford cleared the ball.
In the 21st minute, Pereyra passed to Abdoulaye Doucouré in the Manchester City box, whose shot struck Vincent Kompany's arm. After consultation with the VAR, Friend declined to award a penalty and showed Doucouré the first yellow card of the game for his subsequent protests. Two minutes later, Sterling was unable to capitalise on a Gomes handling error before Jesus' shot was deflected for a corner by Mariappa. Capoue cleared the ball out to Deulofeu on the break, but Ederson was quick to react and clear the danger. In the 26th minute the deadlock was broken, as David Silva scored his first goal in 28 games, shooting across Gomes from a Sterling header. On 33 minutes, Mahrez passed to Jesus who was prevented from shooting by a Mariappa tackle. Five minutes later Manchester City doubled their lead. Bernardo Silva played a ball into a space on the left side of the six-yard box for Jesus who side-footed past Kiko Femenía and Gomes in the Watford goal. A minute later, Gomes pushed a Mahrez shot away and in the 44th minute, Watford's Hughes struck from distance and the ball was deflected for a corner. The set piece came to nothing and the half ended with Manchester City holding a 2–0 lead.
### Second half
No changes were made to either side during half time and Watford kicked the second half off. They had the first chance, after 47 minutes, when Deeney found Pereyra who chose to try to find Hughes instead of shooting. Sterling then found Jesus whose shot from a tight angle was saved by Gomes. Oleksandr Zinchenko then crossed for Jesus who headed the ball into the Watford net but the goal was disallowed for offside. Watford then had a brief spell of pressure but failed to capitalise. In the 55th minute, Manchester City made their first substitution of the afternoon with De Bruyne coming on to replace Mahrez. İlkay Gündoğan's corner on 57 minutes found Laporte whose header was wide. Watford responded with Deulofeu picking up a long ball but whose shot was mishit wide of the far post. David Silva was then shown a yellow card in the 60th minute for a foul on Hughes. On 61 minutes City further extended their lead to 3–0 with a goal from De Bruyne. Jesus beat Pereyra in the air and passed to De Bruyne, who took the ball past Gomes and scored from close range.
In the 65th minute, Watford made a double substitution with Deulofeu and Pereyra coming off, to be replaced by Gray and Success. Three minutes later, Jesus made it 4–0 after taking the ball on the counter-attack and shooting past Gomes. De Bruyne then shot high and wide in the 70th minute before Sané was brought on for Gündogan and Watford's Hughes was replaced by Tom Cleverley. After a period of City possession, John Stones then came on for David Silva, and in the 80th minute, Kiko was booked for a foul on Sané. In the 81st minute, Sterling scored from a Bernardo Silva cross to make it 5–0, before scoring again in the 87th minute after his initial shot was pushed onto the post by Gomes. Two minutes into injury time, Stones' strike from around 10 yards (9.1 m) was saved by Gomes and Friend blew the final whistle, ending the match with Manchester City winning 6–0.
### Details
### Statistics
## Post-match
Pep Guardiola, the winning manager, was elated: "It was an incredible final for us and we have finished an incredible year ... To all the people at the club a big congratulations, especially the players because they are the reason why we have won these titles". His opposite number, Javi Gracia said: "we knew before the game we had to play the perfect game ... We started well and we created the best chance after 10 minutes with Roberto Pereyra but after that they dominated. They were better, congratulations to them and we will try again". De Bruyne was named as the man of the match. Kompany, the City captain, said: "As soon as we scored the two goals and they had to come at us and press ... It made it easier for us. It wasn't as easy as the score suggests". The day after the game, Kompany said that the match was his final game for the club as he would be leaving after eleven years to become the player-manager of Anderlecht. Watford's Gomes decided against retirement and instead signed a one-year extension to his contract.
Daniel Taylor writing in The Guardian described the game as a "cakewalk" for City. City scored 26 goals during the season's cup campaign, the most by any FA Cup-winning team since the 1925–26 FA Cup. It was also the largest margin of victory in an FA Cup Final since the 1903 final which ended with the same scoreline, Bury beating Derby County. Manchester City became the first English men's team to win a domestic treble, having already won the EFL Cup and Premier League that season.
Winning the FA Cup meant that Manchester City qualified to play Liverpool, the Premier League runners-up, in the Community Shield in August which they won on penalties after a 1–1 draw. City's victory meant that Wolves went into the second qualifying round of the 2019–20 UEFA Europa League having finished seventh in the Premier League while Manchester United went directly into the group stages. |
1,429,626 | Sergo Ordzhonikidze | 1,155,187,263 | Soviet politician (1886–1937) | [
"1886 births",
"1937 deaths",
"Burials at the Kremlin Wall Necropolis",
"Candidates of the Politburo of the 14th Congress of the All-Union Communist Party (Bolsheviks)",
"Communist Party of Georgia (Soviet Union) politicians",
"Communists from Georgia (country)",
"Expatriates from Georgia (country) in Iran",
"Georgian Soviet Socialist Republic",
"Members of the Central Committee of the 10th Congress of the Russian Communist Party (Bolsheviks)",
"Members of the Central Committee of the 11th Congress of the Russian Communist Party (Bolsheviks)",
"Members of the Central Committee of the 12th Congress of the Russian Communist Party (Bolsheviks)",
"Members of the Central Committee of the 13th Congress of the All-Union Communist Party (Bolsheviks)",
"Members of the Central Committee of the 14th Congress of the All-Union Communist Party (Bolsheviks)",
"Members of the Central Committee of the 16th Congress of the All-Union Communist Party (Bolsheviks)",
"Members of the Central Committee of the 17th Congress of the All-Union Communist Party (Bolsheviks)",
"Members of the Central Committee of the 6th Conference of the Russian Social Democratic Labour Party (Bolsheviks)",
"Members of the Politburo of the 16th Congress of the All-Union Communist Party (Bolsheviks)",
"Members of the Politburo of the 17th Congress of the All-Union Communist Party (Bolsheviks)",
"Nobility of Georgia (country)",
"Old Bolsheviks",
"People from Imereti",
"People from Kutais Governorate",
"People of the Persian Constitutional Revolution",
"People of the Russian Civil War",
"People's Commissariat of Heavy Industry",
"Politicians from Georgia (country) who committed suicide",
"Prisoners of Shlisselburg fortress",
"Revolutionaries from Georgia (country)",
"Russian Social Democratic Labour Party members",
"Soviet people of the Ukrainian–Soviet War",
"Suicides by firearm in Russia",
"Suicides by firearm in the Soviet Union"
]
| Sergo Konstantinovich Ordzhonikidze, born Grigol Konstantines dze Orjonikidze ( – 18 February 1937) was a Georgian Bolshevik and Soviet politician.
Born and raised in Georgia, in the Russian Empire, Ordzhonikidze joined the Bolsheviks at an early age and quickly rose within the ranks to become an important figure within the group. Arrested and imprisoned several times by the Russian police, he was in Siberian exile when the February Revolution began in 1917. Returning from exile, Ordzhonikidze took part in the October Revolution that brought the Bolsheviks to power. During the subsequent Civil War he played an active role as the leading Bolshevik in the Caucasus, overseeing the invasions of Azerbaijan, Armenia, and Georgia. He backed their union into the Transcaucasian Socialist Federative Soviet Republic (TSFSR), which helped form the Soviet Union in 1922, and served as the First Secretary of the TSFSR until 1926.
Promoted to lead the Workers' and Peasants' Inspectorate (Rabkrin), Ordzhonikidze moved to Moscow and joined the inner circle of top Bolsheviks. Tasked with overseeing Soviet economic production, Ordzhonikidze led a massive overhaul of Rabkrin and its associated bodies, noting inefficiencies within the Supreme Soviet of the National Economy (Vesenkha). In 1930 he was transferred to lead Vesenkha, which was re-formed as the People's Commissariat of Heavy Industry (NKTP) in 1932. While there, Ordzhonikidze oversaw the implementation of the five-year plans for economic development and helped create the Stakhanovite movement of model Soviet workers. At the same time, he was named to the Politburo, the leading political body in the Soviet Union.
Ordzhonikidze was reluctant to take part in the campaigns against so-called wreckers and saboteurs that began in the early 1930s, causing friction between himself and his longtime friend Joseph Stalin, whom he helped during his rise to power. Realizing the need for people experienced in their fields, Ordzhonikidze refused to purge older workers or disassociate himself from individuals deemed anti-Bolshevik. According to some theories, his relationship with Stalin deteriorated and, on the eve of a 1937 meeting where he was expected to denounce workers, Ordzhonikidze shot himself and died at his home, though this has been contested. He was posthumously honoured as a leading Bolshevik, and several towns and cities throughout the Soviet Union were named after him, although his family was severely punished, with several of his close relatives being executed.
## Early life
### Youth
Grigol Ordzhonikidze was born in 1886 in Ghoresha, a village in the Kutais Governorate of the Russian Empire (now in the Imereti region of Georgia). Named after his maternal grandfather, he was the second child of Konstantine Ordzhonikidze and Eupraxia Tavarashvili; he had an older brother, Papulia. Ordzhonikidze's father Konstantine was a member of an impoverished Georgian noble family, while Eupraxia was a peasant.
Six weeks after Grigol's birth, his mother died. Konstantine worked the family farm growing grains but this was not enough to live on. Konstantine began working in Chiatura, a mining community, and drove manganese to Zestaponi, where it was refined.
Unable to take care of his son, Konstantine sent Grigol to live with his uncle and aunt, David and Eka Ordzhonikidze, who also lived in Ghoresha. Konstantine would later marry Despine Gamtsemlidze and have three more children. Grigol grew up in the household of David and Eka, but as they lived close to his father, Grigol would frequently visit him. The elder Konstantine died when Ordzhonikidze was 10 years old, leaving him with David and Eka. He completed school, had medical training to become an orderly, and worked briefly as a medical assistant.
### Bolsheviks
Ordzhonikidze joined the Russian Social Democratic Labour Party (RSDLP) in 1903 when he was 17 and worked for them in an underground printshop distributing leaflets for the Bolshevik faction of the party. By 1905 a revolution began in Russia, and he was given more dangerous assignments. He was arrested for the first time in December 1905 for transporting arms and spent several months in prison. Granted bail, he fled briefly to Germany to avoid trial, though he soon returned to work in Baku, where he had previously been working. There he helped organize the 1907 May Day parade and was arrested again. He may also have been involved in the assassination of the prominent Georgian writer Ilia Chavchavadze on 12 September 1907.
Imprisoned for a third time in October 1907, Ordzhonikidze shared a cell with a fellow Georgian revolutionary, Iosif Dzhugashvili, who would later adopt the name Joseph Stalin. The two became close friends and spent their time playing backgammon and discussing politics. After his fourth arrest, in November 1907, Ordzhonikidze was exiled to Siberia, though he fled after several months and came back to work in Baku. The Bolsheviks reassigned him to Persia to help with the revolutionary movement that was launched there in 1910. The Bolsheviks were unable to gain sufficient support in Persia and Ordzhonikidze returned to Baku.
In 1911, Ordzhonikidze traveled to Paris where he met Vladimir Lenin, the leader of the Bolsheviks. He attended classes at the Longjumeau Party School, which had been set up to train Bolsheviks, though he left after a short time because of party in-fighting. He was sent back to Russia to help prepare the Sixth RSDLP Conference, which was held in Prague, Austria-Hungary in January 1912. At this meeting the Bolsheviks, the majority faction within the RSDLP, confirmed themselves to be a distinct party and established themselves as a separate party; while they had split from the RSDLP back in 1903 and ceased to work with it, they formally remained part of it until the Prague Conference. Ordzhonikidze was elected to the Central Committee of the Bolshevik Party, the leadership body of the party, and sent back to Russia to inform other Bolsheviks of the results of the Conference. He also visited Stalin, exiled in Vologda, and the two traveled back to the Caucasus, then to Saint Petersburg, where Ordzhonikidze was arrested once again in April 1912.
Recognized by the authorities as a revolutionary, Ordzhonikidze was sentenced to three years at the Shlisselburg Fortress prison. Late in 1915 he was sentenced to permanent exile in the eastern Siberian town of Yakutsk, where he met his future wife Zinaida in September 1916. They were married in 1917 and would adopt a daughter, Eteri (born 1923).
In exile, Ordzhonikidze mainly spent his time reading; his favourites were Georgian classics as well as authors like Jack London, Lord Byron, and Fyodor Dostoevsky. He also was interested in statistics relating to the Russian economy, especially details regarding the production of food and agriculture, as well as the works of Karl Marx and Friedrich Engels.
Ordzhonikidze was still in Yakutsk when news of the 1917 February Revolution reached him. He briefly worked with the Yakutsk soviet (council) before quickly leaving for Petrograd (as Saint Petersburg had been named since 1914), reaching there by the end of May. Once in the city, Ordzhonikidze took on an active role in the revolution. He became a member of the Petrograd Bolshevik Committee and would frequently address rallies and visit large factories to conduct party work. In doing this Ordzhonikidze became closely associated with both Lenin and Stalin. He returned briefly to Georgia for a visit but was back in Petrograd by October and was there for the October Revolution when the Bolsheviks seized power.
## Russian Civil War
### North Caucasus
The outbreak of the Russian Civil War in 1917 saw Ordzhonikidze appointed as the Bolsheviks' Commissar of Ukraine, South Russia, and the North Caucasus. In this role he saw action at the Battle of Tsaritsyn and the Western Front in Ukraine, but it was in the Caucasus that he was most active. Sent to Vladikavkaz in the North Caucasus in July 1918, Ordzhonikidze and other Bolsheviks had to flee to the mountains in August as the city was occupied by Cossacks.
While in hiding Ordzhonikidze led attempts to convince Cossack soldiers to abandon their officers and join the Bolsheviks, but was not successful. Ordzhonikidze also organized meetings with the local Chechen and Ingush population and urged them to join, arguing that the soviet system was similar to the Islamic system the Chechens favored. This proved successful, and with Ingush help the Bolsheviks re-conquered Vladikavkaz in mid-August.
By late 1918 Ordzhonikidze effectively controlled every Bolshevik body within the North Caucasus and surrounding region: "the Crimea, Don, Kuban, Terek, Dagestan Oblasts, Stavropol, and Black Sea Gubernias, and the Black Sea Fleet", as historian Stephen Blank has noted, were subordinate to him. Ordzhonikidze earned a reputation as a brutal leader and ordered the arrest or execution of many opponents associated with the Mensheviks, Socialist Revolutionaries, or any other group fighting the Bolsheviks.
To help co-ordinate control over the region, the Central Committee in Petrograd authorized the formation of the Caucasian Bureau (Kavbiuro) on 8 April 1920. It was tasked with establishing Bolshevik rule over the Caucasus (both the North, which was under Bolshevik control, and the South Caucasus), and assisting other revolutionary movements in the region. Ordzhonikidze was named the chairman of the Kavbiuro, while Sergei Kirov was made vice-chairman. Ordzhonikidze was also given a position on the Revolutionary Military Council of the Caucasian Front and named Chairman of the North Caucasus Revolutionary Committee.
### South Caucasus
In the aftermath of the Russian Revolution of 1917, the South Caucasus had broken away from Russia and by mid-1918 comprised three independent states: Armenia, Azerbaijan, and Georgia. Bolshevik activity in the region was limited; only the city of Baku was under control of a small group of local allies at that point. With vast deposits of oil in the region around Baku, it was of vital importance to the Bolsheviks that they control the area. After Ordzhonikidze consolidated control in the North Caucasus, Lenin issued an order to him on 17 March 1920 to prepare for an invasion of Azerbaijan.
Using the pretext of a local Bolshevik uprising in Azerbaijan, Ordzhonikidze ordered the Eleventh Army to invade on 27 April 1920; with most of the Azerbaijani army fighting Armenia in Nagorno-Karabakh, Baku was occupied by the Bolsheviks by 23:00 that night. The ease with which Azerbaijan was occupied emboldened Ordzhonikidze, and he began making preparations to launch similar invasions of Armenia and Georgia and supported a failed coup attempt in Georgia on 2–3 May. It was not until 27 November that he was given approval from both Lenin and Stalin to prepare the Eleventh Army to invade Armenia, which he did the next day. Already weakened from earlier regional conflicts, Armenia was unable to put up any resistance and surrendered on 2 December.
There was serious discussion among the Bolshevik leadership on how to best approach Georgia, the remaining state outside of their control. While Ordzhonikidze wanted to repeat his earlier actions and invade, he was opposed by the rest of the Central Committee, Lenin in particular favouring a more peaceful approach.
By early February 1921 Lenin had relented somewhat, and consented to Ordzhonikidze leading the Eleventh Army into Georgia to support a local Bolshevik uprising. Concerned about gaining the support of the Georgian populace, Lenin sent Ordzhonikidze a telegram outlining a policy to be implemented, which included seeking a compromise with the Menshevik leadership.
The invasion of Georgia began on 15 February. The Georgians put up a strong fight but were unable to stop the Bolsheviks, and on 25 February the Bolshevik forces occupied the capital Tiflis (now Tbilisi). Ordzhonikidze sent a telegram to Lenin and Stalin with the news, stating, "The proletarian flag flies over Tiflis!" In recognition of his work in the Caucasus, Ordzhonikidze was awarded the Order of the Red Banner, and the Order of Red Banner of the Azerbaijani SSR in 1921.
### Georgian Affair
After the occupation of the South Caucasus, Ordzhonikidze took an active role in establishing Bolshevik authority over the region, Georgia in particular requiring considerable work due to the strong opposition to the Bolsheviks there. As the head of the Kavbiuro, Ordzhonikdze was the nominal leader of the Bolsheviks in Georgia but had to work with the local leadership, which was split between Filipp Makharadze and Budu Mdivani. Owing to his years of service as an organizer and theorist Makharadze was well-respected among the Georgian Bolsheviks, while Mdivani was a strong proponent of Georgian national sentiment, which was not as popular with local Bolsheviks. This led to a clash between Ordzhonikidze and the Georgian Bolsheviks, especially as Ordzhonikidze would ignore the advice of the Georgians, who were familiar with the situation within the country.
Ordzhonikidze and Stalin, both natives of Georgia, were concerned about the nationalism displayed by the remaining Georgian Mensheviks (most had left in 1921), who were initially allowed to work with the Bolsheviks. They considered Georgian nationalism as serious a threat as Great Russian chauvinism, in that both variants dominated ethnic minorities within their regions (Georgia over the Abkhazians and Ossetians, Russia over several ethnic groups). They wanted to bring Georgia into a union with the Russian Soviet Republic as soon as possible to eliminate any nationalist tendencies, but Lenin was also concerned about moving too quickly: independent Georgia had started to gain support among European states, and with the weak international position of the Bolsheviks, the possibility of an uprising or civil war was a serious threat.
Not wanting to allow this dispute to become public, the Central Committee largely stood behind Ordzhonikidze and allowed him to implement policies as he saw fit. This involved uniting the three states of the South Caucasus into one federation, which he argued was the best option both militarily and economically, especially as it would make union with Russia simpler. In April 1921 the railways, post and telegraph, and foreign trade of Armenia, Azerbaijan, and Georgia were merged; further economic ties, notably the removal of customs barriers, were made throughout May and June, which caused resentment among the Georgian Bolsheviks.
Tensions remained high until November, when the Kavbiuro announced that the three states would be united into the Transcaucasian Socialist Federative Soviet Republic (TSFSR). This caused an uproar among the Georgians, who protested that such a move was premature; their arguments delayed the formation of the federation until March 1922. This dispute, which later became known as the Georgian Affair, delayed the creation of the Soviet Union, which was not proclaimed until December 1922. Ordzhonikidze retained his leadership role in the Caucasus, assuming the title of First Secretary, and remained there until 1926.
## Rabkrin and Control Commission
In 1926 Ordzhonikidze was named the head of the Central Control Commission of the Communist Party, the body responsible for party discipline, and of the Workers' and Peasants' Inspectorate (known by its Russian acronym Rabkrin), an agency created to oversee implementation of Soviet economic policy at every level. Though initially reluctant to take up the positions, as it meant a move to Moscow, Ordzhonikidze was forced to do so by Stalin, who told him to either accept the post or become First Secretary of the North Caucasus, which would have been a downgrade in status and prestige. Historian Oleg V. Khlevniuk speculated that Ordzhonikidze was not interested in taking over Rabkrin as it meant leaving the quiet of a low-key post in the Caucasus and getting intimately involved in the drama and politics at the highest levels.
As the head of Rabkrin, Ordzhonikidze replaced Valerian Kuybyshev, who took over the Supreme Soviet of the National Economy (known as Vesenkha, after its Russian acronym, VSNKh). At the same time as this appointment, Ordzhonikidze was named a candidate member of the Politburo, the executive committee of the Communist Party, though technically his position as head of the Central Control Commission should have precluded that, as there was supposed to be a separation between the two offices. He served as a candidate member of the Politburo from 23 July to 3 November 1926, when he was removed.
The purpose of Rabkrin was meant to ensure the Soviet economy worked properly, in that it oversaw planning and implementation, budgetary considerations, and administrative policies. Under Kuybyshev, Rabkrin had become rather ineffective and was primarily focused on administrative theory rather than firm action, in part because the economic situation of the Soviet Union had improved by 1926. Initially unfamiliar with the field, Ordzhonikidze quickly educated himself on the best means to use Rabkrin and re-oriented its focus towards industry, specifically overseeing the workings of Vesenkha. In a speech he gave to Rabkrin officials shortly after taking over, Ordzhonikidze stated they had two main duties: to fight bureaucratization of the state and economic apparatus and to "review the whole complex of the state system".
Between 1927 and 1930, Rabkrin launched hundreds of investigations into the workings of the Soviet economy. Historian Sheila Fitzpatrick has noted that during this period it looked at "the oil industry, the chemical industry (twice), precious metals, capital construction in industry, repair and re-equipment of industry, planning in industry, delivery of imported equipment, use of foreign experts, the design bureau of the metallurgical industry, diesel, coal, steel, textiles Vesenkha's major industrial trusts, in addition to drafting a radical reform structure of industrial administration". Reports would be presented to the highest authorities, and frequently included the Politburo and Central Committee. At the other end Ordzhonikidze was sought out by factory managers, who would present grievances and petitions in hopes of getting help from Rabkrin.
Ordzhonikidze revitalized Rabkrin; it became a powerful tool within the Soviet Union, and by the end of the 1920s was the centre of state industrial policy-making, usurping that role from Vesenkha. This role became more prominent during the first five-year plan, an economic development plan that began in 1929. While Vesenkha was tasked with implementing the high targets of the plan, Rabkrin oversaw everything and ensured that industrial production was increased while keeping costs down.
This caused friction between the two bodies, Vesenkha complaining that they could not work with such interference, made worse by Rabkrin investigations of alleged wreckers and counter-revolutionaries. These disputes reached a peak at the 16th Party Congress in June 1930, where Ordzhonikidze gave a speech outlining Kuybyshev and Vesenkha's failures in industry.
## Vesenkha
Likely in response to his critique of Kuybyshev, Ordzhonikidze was made the new head of Vesenkha on 13 November 1930, and Kuybyshev was moved to the State Planning Committee (Gosplan). Shortly after his new appointment, on 21 December 1930, Ordzhonikidze was also named as a full member of the Politburo, as he had also been removed from his post at the Central Control Commission.
On his arrival at Vesenkha Ordzhonikidze was mandated to improve the quality of workers. Khlevniuk has also argued that by putting a close ally in charge of Vesenkha, Stalin was aiming to strengthen his own position in a field previously neglected. Replacing Ordzhonikidze at Rabkrin was Andrei Andreyev; with Stalin firmly in control of the Soviet Union, Rabkrin had lost its importance, and it was eventually made subordinate to the Central Committee.
Much like when he started at Rabkrin, Ordzhonikidze was not an expert on the work of Vesenkha, but immediately began to familiarize himself with it. Though he was not educated, Ordzhonikidze compensated by being energetic and assertive in his tasks, and worked to deliver results. Devoted to his workers, he brought many of the senior staff from Rabkrin with him: by 1931 nine of eighteen sector heads in Vesenkha were either from Rabkrin or the Control Commission.
Tasked with finding wreckers within Vesenkha, Ordzhonikidze initially followed Stalin's view and took a harsh stance on the matter, eagerly trying to clean up the organization. Within a few months, his position had softened, and he came to defend the branch; Fitzpatrick suggested this change was due to the realization that there was a shortage of trained workers and low morale stemming from the purges.
It was around this time that Ordzhonikidze's relationship with Stalin began to change; while quite close previously, Ordzhonikidze's favourable opinion of his workers was not in line with what Stalin wanted to see. Despite calls by Stalin to remove senior workers, Ordzhonikidze relied on them as they had the technical experience required. He would downplay their previous political affiliations and back them up. While new engineers were being trained within the Soviet Union at this time, Ordzhonikidze felt they were not yet ready to take on senior positions yet, thus the need to keep the older workers.
## Heavy Industry
In 1932 Vesenkha was re-organized as the People's Commissariat of Heavy Industry (known by the Russian acronym NKTP); Ordzhonikidze remained as the head of the new commissariat. As head of the NKTP, Ordzhonikidze played an important role in directing the Soviet economy and oversaw the main aspects of defence production; thus, the needs of the NKTP were considered before nearly every other commissariat.
This was made more apparent with the launch of the Second Five-Year Plan in 1933, which Ordzhonikidze took a leading role in drafting. He argued against Stalin regarding growth targets: Stalin wanted to set unrealistic targets, while Ordzhonikidze eventually got Stalin to agree on a yearly industrial growth of 13–14%, which, while high, was attainable. In this Ordzhonikidze was heavily dependent on the technical skills and knowledge of his deputy, Georgy Pyatakov, who led the program.
While visiting Lavrentiy Beria, the First Secretary of the TSFSR, in Tbilisi on 7 November 1934, Ordzhonikidze began to have severe stomach pains and internal bleeding. Four days later, on 11 November, he had a major heart attack, aggravated by food poisoning. On doctor's orders, Ordzhonikidze remained in Georgia until 26 November and then was limited in what he could do.
As a result of this, Ordzhonikidze was unable to travel to Leningrad for the funeral of Sergei Kirov, who had been assassinated on 1 December. This had a profound effect on Ordzhonikidze, who had been a close friend of Kirov. In recognition of this relationship Ordzhonikidze was chosen to place Kirov's urn into the Kremlin Wall, in which other leading Bolsheviks were interred.
### Stakhanovite movement
Ordzhonikidze's concerns about the low productivity within the NKTP and the Soviet economy as a whole led to the launch of the Stakhanovite movement in 1935. Concerned about productivity in two key sectors, metallurgy and coal mining, which had both seen consistent shortages, despite efforts to increase output, Ordzhonikidze took an active role in improving performance.
While metallurgical production was starting to improve, coal mining was not. Ordzhonikidze looked for ways to solve the issue, paying particular attention to the Donbas, a region of Ukraine that was the main centre of Soviet coal production.
Based on Ordzhonikidze's goal of improving coal output, in late August 1935 the Central Irmino mine, which had been producing below its quota, decided to have one miner overachieve his quota as a means to encourage all workers. To ensure things went smoothly, the selected miner would secretly be given assistance, though for appearances he would seem to work alone. Alexey Stakhanov was chosen for the task, and on the night of 30–31 August he mined a reported 102 tons of coal, 14 times his quota (though with the assistance of two helpers it worked out to just over five times his regular output).
Stakhanov's achievement, a Union record for a single night of mining, was reported as a small news item in the 2 September edition of Pravda, the official paper of the Party. It was there that Ordzhonikidze first learned of it and decided to make Stakhanov a symbol of a new program. On 6 September Stakhanov's record was made a front-page story in Pravda, alongside fellow miners who had also set new records in the meantime. Ordzhonikidze praised the work of Stakhanov and encouraged other workers, not just miners, to follow his example and exceed their expected quotas.
Though the Stakhanovite movement led to increased production and enthusiasm both at the official and worker level, results fell short of expectations. To prove themselves, workers and managers falsified quotas, and the increased speed led to a significant increase in workplace accidents. Indeed, coal production in the Donbas actually declined in 1936, leading to an official acknowledgement in a 7 June 1936 Pravda article that the Stakhanovite movement had not worked out. Despite this setback, Ordzhonikidze was recognized for his efforts at the NKTP with the Order of Lenin and Order of Red Banner of Labour.
## Purges and downfall
From the beginning of Ordzhonikidze's time as the head of Vesenkha and then the NKTP, there had been efforts to remove so-called wreckers and saboteurs from positions of influence. Ordzhonikidze had long tried to protect those working under him, a characteristic he retained throughout his time in Rabkrin, Vesenkha, and the NKTP. This policy was tested throughout the 1930s, as those close to Ordzhonikidze were purged from their positions, forced out as they were perceived to challenge Stalin's authority.
This led to friction between Ordzhonikidze and Stalin. Ordzhonikidze argued against police interference in factory affairs, and was successful enough in this to have the Politburo agree to ban prosecutors from investigating factories or even entering them, a policy that Stalin would later regret approving.
### Lominadze and Pyatakov
Early in Ordzhonikidze's tenure at the NKTP he witnessed the purging of Vissarion Lominadze. Lominadze, a fellow Georgian and an ally of Ordzhonikidze, had been expelled from the Party previously for his role in the Syrtsov-Lominadze Affair, where along with Sergei Syrtsov, he had been accused of "factionalism" in 1930, when the two had opposed collectivization of agriculture.
After returning to Georgia, Lominadze was brought back into a leadership role by Ordzhonikidze, who helped him become the Party Secretary in Magnitogorsk. A wave of arrests of wreckers in January 1935 made Lominadze realize he would soon be targeted; to avoid this, he shot himself on 18 January, and died the next day.
Though Stalin did not bring up the incident initially, in December 1936 he attacked Ordzhonikidze for having secretly corresponded with Lominadze before his suicide and then failing to disclose this to the Politburo. Stalin was also angry that Ordzhonikidze had been sending a pension to Lominadze's wife and son (who was named Sergo in his honour).
Georgy Pyatakov, Ordzhonikidze's deputy at the NKTP, also found himself in trouble. Back in 1921, Ordzhonikidze and Pyatakov had been political enemies, but they soon resolved their differences and established a strong working relationship. Pyatakov followed Ordzhonikidze to Vesenkha in 1930 and remained his top deputy when it became the NKTP. As Khlevniuk notes, Ordzhonikidze valued Pyatakov for his "intelligence and organizational abilities" and "well understood ... that his own success as commissar of heavy industry owed much to his first deputy commissar".
Earlier in his career, Pyatakov had worked with Leon Trotsky, Stalin's main rival for leadership of the Bolsheviks throughout the 1920s. Though Pyatakov had been rehabilitated, by 1936 the NKVD, the Soviet secret police, was collecting materials on him.
Pyatakov was arrested on 12 September 1936 and charged with being part of a conspiracy to overthrow the Soviet government. Pyatakov gave forced confessions to the charges. While Ordzhonikidze never gave a statement on the matter, Khlevniuk noted that their long association together likely gave Ordzhonikidze "substantial grounds" to doubt their veracity. Pyatakov was executed in January 1937.
### Papulia
Ordzhonikidze's older brother, Papulia (Russified as Pavel), had also been an active revolutionary and Bolshevik. Ordzhonikidze was instrumental in finding Papulia a position with the Transcaucasian Railway. Papulia was frequently criticized for his work, and in 1932 this criticism was made public, forcing him to take up another position. In November 1936, Papulia was arrested on unspecified charges. Sergo Ordzhonikidze learned of the arrest during a party for his 50th birthday, and was so upset at the news that he refused to attend the celebration.
Ordzhonikidze reached out to Beria and asked for his help in freeing Papulia. Beria had been a former protege of Ordzhonikidze, and the two had worked together for years: Ordzhonikidze shielded Beria from attacks from other Bolsheviks, and in return Beria kept him updated on events throughout the Caucasus. Beria had named his son "Sergo" in honour of Ordzhonikidze. Their relationship had changed in the 1930s as Beria rose to become the First Secretary of the Transcaucasus; he grew to resent being treated as a subordinate to Ordzhonikidze and wanted to be respected as an equal.
Beria offered to look into Papulia's arrest, though as he was the dominant figure in the region it is unlikely the arrest was made without his consent; whether Beria ordered the arrest or did so at the behest of Stalin is unknown. Khlevniuk suspected that Beria would not have turned on Ordzhonikidze without Stalin's instruction. The stress of his brother's arrest had a serious effect on Ordzhonikidze's already frail health, leading to heart failure. He reached out to Stalin for help but was refused. Stalin's refusal to help further damaged the relationship between the two.
## Death
Throughout the end of 1936 and into 1937, there were further efforts to remove so-called wreckers and saboteurs. Ordzhonikidze was now unable to protect those from the NKTP, which was heavily targeted at this time. He was expected to address wrecking and sabotage within the NKTP at a Central Committee plenum that was scheduled to start 20 February 1937.
On 17 February Ordzhonikidze spoke to Stalin privately on the phone. Ordzhonikidze then left for the Kremlin to see Vyacheslav Molotov and attend a subsequent Politburo meeting. At the meeting he again repeated his belief that charges of wrecking within his Commissariat were exaggerated, and was ordered by Stalin to leave after making these remarks; despite Ordzhonokidze being forced to leave, Khlevniuk has noted that the meeting was not unusual in its discussion. After Ordzhonikidze left, he visited Lazar Kaganovich and Alexander Poskrebyshev, and was home that night by 19:00, though he left for his Commissariat office at 21:30. He met a deputy there and was home again by 00:20, following a routine schedule.
The details of the last few hours of Ordzhonikidze's life are unclear. What is known is that upon arriving back home he discovered the NKVD had searched his house, so he phoned Stalin to complain about this intrusion. The two talked angrily, switching between Russian and Georgian, Stalin explaining that the NKVD had the power to search anyone's residence, even his own. Ordzhonikidze was then invited to visit Stalin and did so for about 90 minutes.
The following day, 18 February, Ordzhonikidze stayed at home in bed for most of the day. In the evening Zinaida heard a gunshot from Ordzhonikidze's room, and found him dead, apparently from a self-inflicted gunshot.
Stalin and other leaders arrived quickly at Ordzhonikidze's apartment, where it was decided to announce the cause of death as heart failure. An official bulletin was released the following day; it detailed Ordzhonikidze's troubled health history, and concluded by stating that "[o]n the morning of 18 February Ordzhonikidze made no complaint about his health, but at 17:30, while he was having his afternoon rest, he suddenly fell ill and a few minutes later died of paralysis of the heart".
The announcement of Ordzhonikidze's death came as a surprise to the public. Seen as the driving force behind the industrialization of the Soviet Union, he was held in high esteem. His body lay in state in the House of the Unions on 19 February, and over 250,000 people visited the memorial. The funeral was held on 20 February, and his body was subsequently cremated and the ashes interred within the Kremlin Wall.
### Cause of death
Immediately after Ordzhonikidze's death was announced, the cause of death was disputed. Exiled Mensheviks publicized the idea that Stalin was the reason behind the death, either directly ordering Ordzhonikidze's death, or forcing him to kill himself. The recent arrests of figures within the NKTP also gave credence to these rumours, suggesting Ordzhonikidze would be targeted next.
Some Old Bolsheviks insisted he was killed, though details from Zinaida and others refuted any plausible explanation for a murder. Khlevniuk has suggested that Ordzhonikidze was reluctant to openly challenge Stalin regarding wrecking in the NKTP, and instead only wanted to change his mind on the subject, and that instances of wreckers were highly exaggerated. Even to do that would take a massive toll on Ordzhonikidze's health, which was already in a weakened state. That several other Bolsheviks had committed suicide over political affairs previously also gave credence to the idea that Ordzhonikidze killed himself.
Details of Ordzhonikidze's death were not widely discussed within the Soviet Union until Nikita Khrushchev gave his "Secret Speech" criticizing Stalinism in 1956, and this helped keep rumours of a targeted killing alive. In the speech, Khrushchev suggested Ordzhonikidze shot himself because of the stress from Stalin's persecutions.
### Aftermath
After Ordzhonikidze's death, both his family and those associated with him in the NKTP were targeted for reprisals; Khlevniuk suggests that this was because Stalin was not happy with Ordzhonikidze's criticism on how to handle the wreckers. Papulia was tortured and eventually shot in November 1937, while Papulia's wife Nina was arrested and sentenced to ten years imprisonment on 29 March 1938, and re-sentenced to death on 14 June.
Ordzhonikidze's other brother, Konstantine, was also arrested and sent to the Gulag before being executed, along with his nephew Giorgi Gvakharia, while Zinaida was sentenced to ten years in the camps. Zinaida was released in 1956 and lived a relatively quiet life afterwards. She published a memoir of Ordzhonikidze's life that was first released in 1956, and died in 1960.
## Personality
### Leadership
Throughout his time in the Caucasus, Ordzhonikidze was known as a difficult man to work with. He was controversial within the regional Bolshevik leadership for being authoritarian and having a preference to promote fellow ethnic Georgians rather than qualified candidates. Near the end of 1920, a Cheka (secret police) representative had asked for Ordzhonikidze to be replaced, accusing him of policy errors, specifically his appointing nationalists to positions of authority, which went against Bolshevik policy that frowned upon nationalism.
At the Tenth Party Congress, held in March 1921, there were calls for Ordzhonikidze not to be re-elected; delegates from the North Caucasus stated that Ordzhonikidze, who was unable to attend due to the invasion of Georgia, "yells at everyone, orders everyone around him, ignores the opinions of loyal party members". He was defended by Lenin and Stalin: the former revealed that Ordzhonikidze was deaf in one ear and so had to shout, even at Lenin himself, to hear himself. With this backing, the critiques of Ordzhonikidze's leadership style were downplayed and he was re-elected as a delegate.
During the invasions of Azerbaijan, Armenia, and Georgia, Ordzhonikidze also tended to act independently. He would often ignore any advice, including from the leadership in Moscow, and would only listen to those close to him. During the invasion of Georgia, he would make demands of Moscow, rather than ask for assistance, and ignored calls to work with local Georgian Bolsheviks, which caused tension between them and Ordzhonikidze.
### Health
Throughout his adult life, Ordzhonikidze suffered from severe health issues. After his death, a medical bulletin reported he had sclerosis and had tuberculosis earlier in his life, which led to the removal of his left kidney in 1929. He had also dealt with stenocardia and cardiac asthma for two years before his death, with a serious bout of asthma in November 1936. In 1928 he had spent several weeks in Germany for unspecified medical treatments. Due to his health issues, in January 1936, the Politburo had forced Ordzhonikidze to limit his schedule and take more time off from his duties.
## Legacy
Several towns and districts in the USSR were renamed after Ordzhonikidze; the largest city was Vladikavkaz, the capital of North Ossetia, which became Ordzhonikidze in 1931. Throughout the 1930s many factories and plants also asked to take on his name, which is something Fitzpatrick notes may have annoyed Stalin. After Ordzhonikidze's death the process was reversed, so by 1942 nearly every town had changed names again. The only exception was Vladikavkaz: it took on Dzaudzhikau, the Ossetian variant of the name, from 1944 to 1954, before returning to Ordzhonikidze until 1990, when it returned to the original name. |
233,737 | Herbert Greenfield | 1,144,466,731 | Canadian politician (1869–1949) | [
"1869 births",
"1949 deaths",
"Alberta political party leaders",
"Businesspeople from Calgary",
"Canadian farmers",
"English emigrants to Canada",
"People from Westlock County",
"People from Winchester",
"Politicians from Calgary",
"Premiers of Alberta",
"United Farmers of Alberta MLAs"
]
| Herbert W. Greenfield (November 25, 1869 – August 23, 1949) was a Canadian politician and farmer who served as the fourth premier of Alberta from 1921 until 1925. Born in Winchester, Hampshire, in England, he immigrated to Canada in his late twenties, settling first in Ontario and then in Alberta, where he farmed. He soon became involved in the United Farmers of Alberta (UFA), a farmers' lobby organization that was in the process of becoming a political party, and was elected as the organization's vice president. Greenfield did not run in the 1921 provincial election, the first provincial general election in which the UFA fielded candidates, but when the UFA won a majority in the Legislature in that election he was chosen by the UFA caucus to serve as Premier. Like most of the UFA caucus, Greenfield had no experience in government and he struggled in the position.
He relied extensively on his Attorney General, John E. Brownlee, for counsel on policy and strategy. He was unable to control his caucus, which did not generally believe in party discipline, and his government almost lost several votes in the Legislature despite its majority. He was unable to effectively address the problems facing farmers (including drought and low grain prices), bitter labour disputes in the coal industry, or the pronounced divisions in public opinion that had sprung up around prohibition (which his government ended). Despite this, his time as Premier saw the elimination of the provincial deficit, substantial progress in negotiating the transfer of natural resource rights from the federal government, and the creation of the Alberta Wheat Pool. He also named Irene Parlby as the province's first female cabinet minister.
By 1924, many UFA Members of the Legislative Assembly (MLAs) wanted to see Greenfield leave office, both because they were frustrated with his failings and because they thought it likely that a Greenfield-led government would be defeated in the next election. Their first attempt to replace him failed when Brownlee, their intended replacement, refused to have anything to do with the plan, but a second attempt, in 1925, was successful when Brownlee agreed to take office if Greenfield personally requested that he do so. Greenfield had not wanted the job in the first place, and agreed to resign in Brownlee's favour. After his retirement from politics, Greenfield represented Alberta in London, England, for several years before returning to Canada to work in the oil and gas industry. He died in 1949 at the age of 79.
## Early life and family
Herbert W. Greenfield was born November 25, 1869, in Winchester, Hampshire, England, the son of John Greenfield (c. 1830–1909) and Mary Leake (c. 1835–1904). He attended Wesleyan School in Dalston, but dropped out as a result of his father's bankruptcy. He worked aboard a cattle boat in 1892 before emigrating to Canada in 1896. In Canada, he worked in the oil fields near Sarnia, Ontario, and as a farmer in Weston, Ontario. He married Elizabeth Harris on February 28, 1900. The couple had two sons, Franklin Harris Greenfield and Arnold Leake Greenfield. In 1904, the family went west for economic reasons and homesteaded near Edmonton. He found work in a lumber mill and later turned to farming. During his first year in Alberta, a fire destroyed his home, and he and his wife spent the winter in an abandoned sod hut. In 1906, they resettled to a large home four kilometers south of Westlock. In 1922, while Greenfield was Premier, Elizabeth died suddenly as a result of routine surgery. He remarried in 1926, to Marjorie Greenwood Cormack, who brought two children of her own into the marriage.
## Early political career
Greenfield entered public life on a local level soon after moving to his new farm. He was elected to the local school board, where he spent twelve years, including stints as chair, secretary, and treasurer. Additionally, he served as Vice President of the Alberta Educational Association, as President of the Westlock Agricultural Society, and as co-founder and President of the Alberta Association of Municipal Districts. Greenfield also was an officer of the province-wide Association of Local Improvement Districts, which advocated for reforms such as a change from a ten-hour to an eight-hour work day, on the grounds that many Local Improvement Districts (LIDs) were having trouble competing with railways for labour. John E. Brownlee later said of Greenfield's involvement in the ALID that it was there "that he was first initiated into the discussion of public subjects, and it became the training ground for his subsequent success."
Provincially, Greenfield was originally a Liberal, but along with many other farmers, began to grow dissatisfied with the Liberal government's treatment of farmers. He became involved with the United Farmers of Alberta, which prior to 1919 was a non-partisan lobby group that eschewed direct involvement in the political process. He was elected to the organization's executive in 1919 and chaired its mass conventions in 1920 and 1921. He headed an extremely successful membership drive, Despite this involvement, he did not seek election to the Legislative Assembly of Alberta in the 1921 election. When the UFA, which as part of its resistance to old-style politics had contested the election without designating a leader, won 38 of 61 seats, it found itself needing to form a government without having decided who would head it. Greenfield meanwhile had been named interim Vice President of the organization after the death of Percival Baker.
The logical choice was UFA President Henry Wise Wood. However, Wood had little taste for the minutiae of government, preferring to remain at the head of what he saw as a broader political movement (saying he would "sooner be President of the UFA than the USA"), and saw party lawyer Brownlee as the best choice. Brownlee, who, like Wood, had not contested the election, said he felt that the Premier must be a farmer for the aspirations of the UFA's base to be fulfilled. George Hoadley, one of the two UFA members with previous legislative experience (Hoadley had been a sitting Conservative MLA prior to the election; UFA MLA Alex Moore had been elected in a by-election a few months before the general election), was considered, but since his previous experience had been as a Conservative—one of the old line parties so disdained by the UFA — he was deemed unacceptable. There was even some speculation that incumbent Liberal Premier Charles Stewart, who had become a member of the UFA before it entered politics directly, would stay on as Premier, but he immediately announced that he would serve only until the UFA selected a leader. A meeting of the UFA caucus in Calgary selected Greenfield, and he took office as Premier on August 13, 1921.
## Premier
Greenfield took office as Premier amid great expectations. The Lethbridge Herald called him "the only new Moses that can bridge the Red Sea", while the Calgary Herald noted that "No government ever went into office in this country carrying better wishes for its success". He also took office without a seat in the legislature. This latter circumstance was addressed through the voluntary resignation of Donald MacBeth Kennedy, who had won the riding of Peace River for the UFA. Greenfield won the seat by acclamation December 9, 1921.
### Legislature and cabinet
Once in the legislature, however, Greenfield faltered in his leadership of his caucus. The UFA MLAs came from a determinedly independent and non-partisan background and proved nearly impossible to whip. When Greenfield selected his cabinet and was about to announce it to his caucus for their vetting, he was interrupted by Lorne Proudfoot who asked whether, in addition to the rumoured inclusion of Labour members, the cabinet would include any of the fourteen Liberal MLAs. Proudfoot argued that to exclude them would be to "start out much after the matter of the old parties". Greenfield had not intended this, and suggested that no Liberals would likely be amenable to it. Irene Parlby, the caucus's only woman (who Greenfield would shortly name as Alberta's first female cabinet minister) agreed, and suggested that the UFA's ideal of securing representation for all economic groups in society did not apply to the Liberals, who were not an economic group and were not democratically organized in any event. Proudfoot's proposal was defeated sixteen votes to fourteen. Greenfield went on to name the seven member cabinet he had intended, including Labour MLA Alex Ross as Minister of Public Works, Parlby as Minister Without Portfolio, and Greenfield himself as Provincial Treasurer.
Once the legislature convened in 1922, the inexperience of the Premier and his caucus was further laid bare. Greenfield, devastated by the sudden death of his wife, turned in a poor performance. Faced with an aggressive attack by new Liberal leader John R. Boyle, Greenfield relied heavily on Attorney General John Brownlee, who sat next to him in the Legislature, to provide the defense. The session got off to an inauspicious start: Greenfield nominated the government's preferred candidate for speaker, Oran McPherson, only to have one of his backbenchers, Alex Moore, nominate Independent Conservative John Smith Stewart; Stewart spared the government embarrassment by declining the nomination.
Moore, along with fellow UFA backbencher John Russell Love, caused the government further trouble with a resolution aiming to limit the circumstances under which the government would have to resign. By convention of the Westminster system, a government was required to resign on the defeat of any piece of its legislation that was critical to its program. Moore and Love objected to the manner in which this provision could be expected to pressure UFA MLAs to back government legislation that they might otherwise be inclined to oppose, and introduced a resolution in the Legislature that called for a policy by which the government would resign only upon passage of an explicit motion of no confidence. The resolution caught the attention of politicians across Canada, including future Prime Minister R. B. Bennett, who warned that it was unconstitutional. Brownlee moved an amendment that reduced the resolution to a vague statement of principle, which passed and was not heard of again.
UFA members also objected to the concept of a caucus, in which MLAs from one party debate policy behind closed doors. They believed that the role of an MLA was to represent the views of his or her constituents directly on the floor of the Legislature. This belief too proved problematic to the government. The Dairyman's Act had been adopted by the Liberal government to provide low-interest loans to dairy farmers. It was unpopular among farmers, and Greenfield's government aimed to amend it. Many UFA backbenchers, however, wanted to see it repealed all together, but because of their objection to caucus discussions Greenfield was not aware of this by the time his amendments came to the floor of the legislature. They passed through the house with little debate, until just after third reading, when one of the backbenchers rose to ask if the time had come to speak against the bill. Brownlee suggested that, in view of the legislators' inexperience with parliamentary procedure, the legislature consider the motion to adopt the bill on third reading as not yet having passed, that debate might ensue. This suggestion adopted, several UFA members attacked the Act. They were joined in this by the Liberals, despite the fact that it was a Liberal act that had been co-authored by Boyle. In the end, the bill passed only by virtue of the support of the four Labour members.
More trouble with the legislature struck Greenfield in August 1922, during a special session called for the purpose of passing enabling legislation for a provincial wheat board. The session lasted only a week, and on August 31 the only item of business that remained was the members' pay for the session. The government was proposing \$100 per member, but some MLAs complained that this was insufficient in light of the long travel times between Edmonton and their constituencies. Greenfield, lacking the counsel of the vacationing Brownlee and wanting to avoid trouble, proposed upping the amount to \$200. Independent MLA Robert Pearson proposed increasing it once again, to \$250, to match what their counterparts in Saskatchewan had received. This suggestion was carried. While Greenfield had hardly been the driving force behind the increases, he had facilitated them and had been blind to the appearance of paying MLAs more for six afternoons of work than some farmers were able to earn in a year. The grassroots of his own party condemned the move, all the more so when the wheat board that had been the purpose of the special session failed to come to fruition.
### Agriculture
Greenfield became Premier at a time of agricultural depression, especially in the province's south. The region, which was responsible for approximately 75% of Alberta's wheat production, was in the midst of its fifth consecutive year of drought, and the farmers who had been responsible for putting the UFA into office were now demanding action. Initially, the government offered direct financial assistance, with \$5 million provided in seed and grain relief by the end of 1922. However, this effort was driving the province close to bankruptcy, and in 1923 Greenfield announced an end to the handouts (the bill authorizing the last of these was a source of chagrin for MLAs from all parties, both because it marked the end of direct assistance for farmers and because the last of the assistance was itself so expensive). Farmers and political representatives from the affected areas criticized the government bitterly, referencing Greenfield's earlier pledge that "if the south country should fall, then we are prepared to fall with it".
The government did not give up on addressing the problem when it ended subsidies. It had previously commissioned a number of studies on the agricultural situation and related factors, and converted some of the results of these studies into legislation. The Debt Adjustment Act of 1923 was designed to adjust farmers' debts to a level that they could actually pay, thus allowing them to carry on while still ensuring that creditors received as much as was feasible. In the words of University of Calgary professor David C. Jones, the bill offered "solace, but no real satisfaction". According to Jones, Greenfield's attempts to rescue southern Alberta from agricultural calamity were probably doomed to failure. Even so, Greenfield had called the situation his top priority, and his failure to bring it to a successful resolution cost him politically.
Another preoccupation of the UFA and the Greenfield government was the marketing of wheat. From 1919 to 1920 there had been a federally established wheat pool to stabilize wheat prices. When it was disbanded, wheat prices tumbled by two-thirds, prompting many farmers to call for its re-introduction. At the call of the UFA and farmers' organizations in other provinces, the federal government (whose razor-thin majority in the House of Commons was often widened by the support of farmer-friendly Progressive members) created a new, mandatory agency, pending the appointment by the provincial governments of Alberta and Saskatchewan of a board of directors for the agency. This they proved unable to do. Greenfield's government ultimately admitted defeat and gave up on re-establishing the pool, opting instead to guarantee loans to farmer-run cooperative pools. With government assistance, the Alberta Wheat Pool came into existence in time for the 1923 harvest.
### Labour unrest
During Greenfield's premiership, Alberta's major non-agricultural industry was coal mining, and the industry was not prospering. Production was more than 50% greater than demand, and fewer than half of the province's mines were profitable. The industry as a whole was earning a profit of less than one cent per ton of coal. Miners' wages had more than doubled (in nominal terms) between 1909 and 1920 but had barely held their own against the wartime inflation. In the 1920s mine owners began to roll them back. Besides the low wages, miners were unsatisfied with working conditions in an industry that saw more than 3,300 workplace accidents per year. The results had been labour militancy and violence. A general strike in the industry in 1920 had seen strikers assault strikebreakers, throw them off their bicycles, and throw rocks through the windows of buses. Police were used to aid the strikebreakers and had been sometimes attacked as well. One constable was partially paralyzed from the beating he received. Provincial police commissioner W.C. Bryan was warned against inspecting one strike site in a note reading "You spoilt the strike, and if you go...you will be killed." He went anyway, and was greeted by an ambush in which three bullets were fired into his car, missing him.
The situation was still unsettled after Greenfield became premier in autumn 1921. Greenfield was at a loss as to how to respond to this crisis, complaining that both employees and employers were the most difficult people in the province to deal with and that they showed "very little spirit of compromise". He tried to be balanced in his approach to this labour-employer friction but was not aided by his own Minister of Public Works, Labour MLA Alex Ross, who took the side of the miners and objected to the government's provision of police escorts for strikebreakers. Though the problems originated before Greenfield took office, many Albertans felt that a stronger leader might have been more successful than Greenfield in achieving industrial peace.
### Prohibition
Prohibition had been introduced in Alberta following a 1916 referendum, during which the UFA had advocated for the prohibitionist side. The Liberal version of prohibition was weak, and Greenfield came into office intending to strengthen the legislation. Even by 1920, however, it was becoming apparent that the policy was not working (or, as the Medicine Hat News noted, "Prohibition is now working smoothly. The only thing left is to stop the sale of liquor!"). Greenfield's own MLAs began to grumble about the policy—Archibald Matheson expressed in 1923 the view that "This government has acted as philosopher, guide, and God to the people long enough." Public opinion, too, began to shift against the policy, more rapidly after 1922 when three police officers were killed in the line of duty by bootleggers. The last and most dramatic of these was the murder of Steve Lawson in front of the barracks where he and his family lived, by Emil "Pic" Picariello and Florence Lassandra. Public opinion ran high both for and against the pair, and their 1923 hangings only served to unite both factions against prohibition.
An autumn 1923 referendum saw Albertans vote decisively for the repeal of prohibition, despite the UFA's continuing support for the policy. In response, the government resolved to repeal the Prohibition Act and replaced it with government-controlled liquor sales. Greenfield attempted to make the move more palatable to prohibitionists by proposing that liquor profits be shared with impoverished municipalities. However, the scheme proved unworkable, and the re-legalization went ahead without any such profit-sharing. In 1924, the government introduced legislation to replace prohibition with the regulation of liquor sales by the government, and subjected it to a free vote. While the legislation passed, the new measures were divisive, pitting community leaders who wanted their towns to remain "dry" against those who wanted to apply for liquor licences, and different would-be saloon-keepers against one another in competing for the government-issued licences.
### Provincial finances
At the outset of his premiership, Greenfield served as Provincial Treasurer as well as Premier. In both of these capacities, he was faced with a provincial deficit, which reached an accumulated total of \$4 million between his taking office and the end of the 1922 fiscal year. One reason for this was the government's involvement in railways: it had found itself the owner of four uncompleted money-losing railway lines after the private syndicates set up to run them collapsed due to construction cost overruns. By 1922, the government had lost a total of \$6.7 million on the endeavor, with an additional \$5 million expected to follow that year—37% of the estimated 1922 provincial budget. Greenfield wanted to sell the lines to the Canadian Pacific Railway (CPR), a course of action that was endorsed by Brownlee, but many farmers despised the CPR and most UFA MLAs preferred to keep the lines government-operated. Moreover, Greenfield's own Minister of Railways, Vernor Smith, was among this faction. This problem plagued Greenfield for his entire term as Premier, and it was not until Brownlee succeeded him that a resolution came in the form of a \$25 million sale to the major lines.
Absent a solution to the railway problem, the government continued its deficits. Brownlee advocated deep cuts in spending to bring them under control, and, when Greenfield demurred, began to cut staff in his own department. He found an ally in Richard Gavin Reid in 1923 when Greenfield, exhausted by his responsibilities, appointed the latter to replace him as Provincial Treasurer. Reid impressed on the cabinet the need for drastic economy in all departments and, by 1925 (the last year of Greenfield's Premiership), the government at last showed a surplus, a state that would persist until the beginning of the Great Depression, with the exception of a small deficit in 1927.
### Natural resources
At the time that Alberta was made a province in 1905, the federal government retained control of its natural resources (though it provided financial compensation to the new provincial government for this), a fact that set it apart from the older provinces. By 1925, negotiations to alter this state of affairs had been ongoing for more than a decade, and the two levels of government had an agreement in principle. Despite this, Alberta Liberal leader John R. Boyle sent a letter to his fellow Liberal, Canadian Prime Minister William Lyon Mackenzie King, pleading with him to delay any agreement until after the expected 1925 election so that the UFA could not claim success. Greenfield and Brownlee attended a series of meetings with federal representatives beginning May 19 in Ottawa; these continued until June 7, whereupon Brownlee returned home. Greenfield offered to stay, but on June 11 King told him that the cabinet would need the summer to consider the question and that no agreement would be immediately forthcoming. This decision did not help the Alberta Liberals, who went on to lose the next election soundly, and did not prevent the transfer of resource rights, which took place in 1929, but was enough to rob Greenfield of his glory; he left office the next year.
### Provincial banking
It was the longstanding view of a segment of the UFA that the Alberta government should enter the banking business directly by obtaining a bank charter from the federal government (which has responsibility for banking under the Canadian constitution). In fact, UFA President William John Tregillus had included the idea in a speech he gave on his goals for the organization in 1913. At the UFA convention in 1923, a proponent of a provincial banking, George Bevington, made a passionate speech in favour of this idea, bringing most of the membership around to his side. The convention passed a resolution in favour of the idea (along with one calling on the provincial treasury to establish a loan department, an idea that came to fruition fifteen years later with the creation of Alberta Treasury Branches), against the stiff opposition of Attorney-General Brownlee. Brownlee's opposition stemmed in part from investigations that Greenfield's government had already undertaken into the subject: information was gathered from similar experiments in New Zealand and New South Wales, leading to the conclusion that, while there would be some benefit to a provincially owned bank, Alberta "had neither the economic nor constitutional base to consider such a scheme". This conclusion was affirmed by University of Alberta professor D. A. MacGibbon in a government-commissioned study.
At the 1924 UFA convention, Bevington and his followers moved a resolution calling for immediate action on the previous year's banking resolution. Against them stood Greenfield's government, UFA president Henry Wise Wood (whom Bevington was challenging for re-election), and radical Labour Member of Parliament William Irvine. Thanks to Irvine's surprising intervention on the side of the conservatives, the resolution was soundly defeated.
## Departure from politics
Greenfield's political stock fell during the course of his time as Premier. His arrival was heralded with great expectations of economic and political reform. After the 1921 federal election, Progressive Party of Canada leader Thomas Crerar was considering a merger of his party with the Liberal Party of Canada and asked Greenfield to join him as Alberta's representative in the federal cabinet upon completion of this merger. This initially lofty stature was reduced by incident after incident: his reliance on Brownlee in the legislature and elsewhere, his failure to deliver on the promised economic relief, and his alienation of the radical wing of his own party.
By 1924, many of Greenfield's own backbenchers had had enough and hatched a plan to force Greenfield's resignation and replace him with Brownlee, who was perceived as more likely to lead the UFA to victory in the impending election. This group—which included George Johnston, George MacLachlan, William Shield, Donald Cameron, Oran McPherson, and Austin Claypool—contacted Brownlee to alert him to their intentions and were taken aback when the Attorney-General told them that if Greenfield resigned, so would he.
The following year, the group approached Greenfield directly to ask for his resignation. He initially agreed, but then vacillated long enough for Brownlee to once again pledge his loyalty to the Premier. This time, Henry Wise Wood intervened to ask Brownlee to reconsider, which he agreed to do only if Greenfield himself made the request. The Premier immediately did so, saying that he had never wanted the job in the first place. On November 23, Greenfield resigned as Premier of Alberta, tearfully telling the media that he was "through with politics". He never again ran for elected office.
The media judged the rebellion harshly. The Calgary Herald mocked the rebels as a "group of farmer politicians who have always claimed to be purer than those of other parties" and yet "[threw] their leader to the wolves in the hope that they may save their own skins". It concluded: "Greenfield was not a good political captain, but he had a poor set of officers and a mutinous crew."
## Later life
In 1927, Greenfield was appointed Alberta's Agent General in London, England. The appointment was controversial and was perceived as a patronage reward even by some UFA backbenchers. Liberals also accused the government of benefiting the Hudson's Bay Company, which owned the London office that the government leased, more than Alberta. Even so, Greenfield's performance in the position was well regarded: his personality was better-suited for his duties there, which included the promotion of Alberta's burgeoning oil and gas industry, attracting English immigration to Alberta, and acting as a guide for Albertans visiting London. It was in this last capacity that he welcomed Brownlee to London, where the two met together with British immigration and financial officials.
In 1931, the Agent General's office closed, and Greenfield returned to Alberta, settling in Calgary. There he entered the oil and gas business, serving as a director (and later vice president) of Calmont Oils, president of the Oil and Gas Association, president of the Alberta Petroleum Association, and director of Home Oil. He also served as managing director of the British Dominion Land Settlement Corporation and as president of the Calgary Board of Trade. He spent the rest of his life in the city, maintaining an office in the General Trusts Building.
Greenfield died at 8:25 in the morning of August 23, 1949. His funeral took place at Grace Presbyterian Church and he is buried in Union Cemetery, both of which are in Calgary. In 1968, Greenfield School, an elementary school in Edmonton, was named in his honour.
## See also
- John Brownlee as Attorney-General of Alberta |
60,070 | Janet Jackson | 1,172,344,477 | American singer (born 1966) | [
"1966 births",
"20th-century African-American women singers",
"20th-century American actresses",
"20th-century American businesspeople",
"20th-century American businesswomen",
"20th-century American singers",
"20th-century American women singers",
"21st-century African-American women singers",
"21st-century American actresses",
"21st-century American businesspeople",
"21st-century American businesswomen",
"21st-century American singers",
"21st-century American women singers",
"A&M Records artists",
"Actresses from Gary, Indiana",
"Actresses from Indiana",
"Actresses from Los Angeles",
"African-American actresses",
"African-American choreographers",
"African-American fashion designers",
"African-American female dancers",
"African-American female models",
"African-American feminists",
"African-American film producers",
"African-American models",
"African-American record producers",
"African-American rock singers",
"African-American women in business",
"African-American women singer-songwriters",
"American child actresses",
"American child singers",
"American choreographers",
"American contemporary R&B singers",
"American dance musicians",
"American expatriates in the United Kingdom",
"American fashion businesspeople",
"American fashion designers",
"American female dancers",
"American female models",
"American feminists",
"American film actresses",
"American film producers",
"American funk singers",
"American hip hop singers",
"American keyboardists",
"American mezzo-sopranos",
"American philanthropists",
"American rhythm and blues keyboardists",
"American rhythm and blues singers",
"American rock songwriters",
"American soul keyboardists",
"American soul singers",
"American stage actresses",
"American television actresses",
"American women choreographers",
"American women fashion designers",
"American women film producers",
"American women hip hop singers",
"American women in electronic music",
"American women pop singers",
"American women record producers",
"American women rock singers",
"American women singer-songwriters",
"Brighton Hall School alumni",
"Dance-pop musicians",
"Female models from California",
"Female models from Indiana",
"Feminist musicians",
"Former Jehovah's Witnesses",
"Grammy Award winners",
"Grammy Award winners for dance and electronic music",
"HIV/AIDS activists",
"Island Records artists",
"Jackson family (show business)",
"Janet Jackson",
"Living people",
"MTV Europe Music Award winners",
"Midwest hip hop musicians",
"Musicians from Gary, Indiana",
"New jack swing musicians",
"Record producers from Indiana",
"Record producers from Los Angeles",
"Sex-positive feminists",
"Singer-songwriters from California",
"Singer-songwriters from Indiana",
"Singers from Los Angeles",
"Virgin Records artists",
"Women keyboardists",
"World Music Awards winners",
"Writers from Gary, Indiana",
"Writers from Los Angeles"
]
| Janet Damita Jo Jackson (born May 16, 1966) is an American singer, songwriter, actress, and dancer. She is noted for her innovative, socially conscious and sexually provocative records, as well as elaborate stage shows. Her sound and choreography became a catalyst in the growth of MTV, enabling her to rise to prominence while breaking gender and racial barriers in the process. Lyrical content which focused on social issues and lived experiences set her reputation as a role model for youth.
The tenth and youngest child of the Jackson family, she made her debut at the MGM Grand. She starred in the variety television series The Jacksons in 1976 and went on to appear in other television shows throughout the 1970s and early 1980s, including Good Times, Diff'rent Strokes, and Fame. After signing a recording contract with A&M Records in 1982, she became a pop icon following the release of her third and fourth studio albums Control (1986) and Rhythm Nation 1814 (1989). Her collaborations with record producers Jimmy Jam and Terry Lewis incorporated elements of rhythm and blues, funk, disco, rap, and industrial beats, which led to crossover success in popular music.
In 1991, Jackson signed the first of two record-breaking multimillion-dollar contracts with Virgin Records, establishing her as one of the highest-paid artists in the industry. Prior to her first studio project with Virgin, she appeared in her first of several lead film roles in Poetic Justice (1993). Her two studio albums which followed, Janet (1993) and The Velvet Rope (1997), saw her develop a public image as a sex symbol. These records, along with their promotional music videos and live performances in concert tours, branded Jackson as one of the world's most erotic performers, garnering both criticism and praise. By the end of the 1990s, she was named by Billboard magazine as the second most successful recording artist of the decade in the United States after Mariah Carey. The release of her seventh studio album All for You in 2001 coincided with a celebration of her impact on the recording industry as the subject of the inaugural MTV Icon special.
The backlash from the 2004 Super Bowl XXXVIII halftime show controversy resulted in an industry blacklisting under the direction of Les Moonves, then-CEO of CBS Corporation. Jackson subsequently experienced reduced radio airplay, televised promotion and sales figures from that point forward. After parting ways with Virgin Records, she released her tenth studio album Discipline (2008), her first and only album with Island Records. In 2015, she partnered with BMG Rights Management to launch her own record label, Rhythm Nation and released her eleventh studio album Unbreakable the same year. Since then she has continued to release music as an independent artist.
Jackson has sold over 100 million records, making her one of the world's best-selling music artists. She has amassed an extensive catalog, with singles such as "Nasty", "Rhythm Nation", "That's the Way Love Goes", "Together Again", and "All for You"; she holds the record for the most consecutive top-ten entries on the US Billboard Hot 100 singles chart by a female artist with 18. She is also the only artist in the history of the chart to have seven commercial singles from one album (Rhythm Nation 1814) peak within the top five positions. In 2008, Billboard placed her number seven on its list of the Hot 100 All-Time Top Artists, and in 2010 ranked her fifth among the "Top 50 R&B/Hip-Hop Artists of the Past 25 Years". In December 2016, the magazine named her the second most successful dance club artist after Madonna. Her accolades include five Grammy Awards, eleven Billboard Music Awards, eleven American Music Awards, a star on the Hollywood Walk of Fame, and eight Guinness World Records entries. In 2019, she was inducted to the Rock and Roll Hall of Fame.
## Life and career
### 1966–1985: Early life and career beginnings
Janet Damita Jo Jackson was born on May 16, 1966, in Gary, Indiana. She was the youngest of ten children in the Jackson family, a working-class African-American family living in a two-bedroom house on Jackson Street. Her mother, Katherine Esther Jackson (née Scruse), played clarinet and piano, had aspired to be a country-and-western performer, and worked part-time at Sears. Her father, Joseph Walter "Joe" Jackson, a former boxer, was a crane operator at U.S. Steel and played guitar with a local rhythm and blues band, the Falcons, to supplement the family's income. Janet's great-great-grandfather, July "Jack" Gale, was a US Army scout. Family lore held that he was also a Native American medicine man. Janet grew up with two sisters (Rebbie and La Toya) and six brothers (Jackie, Tito, Jermaine, Marlon, Randy and Michael). Another brother, Marlon's twin Brandon, died shortly after birth. The Jacksons were devout Jehovah's Witnesses, although Janet would later refrain from organized religion.
At a young age, Jackson's brothers began performing as the Jackson 5 in the Chicago-Gary area. In March 1969, they signed a record deal with Motown, and soon had their first number-one hit. The family then moved to the Encino neighborhood of Los Angeles. Jackson had initially desired to become a horse racing jockey or entertainment lawyer, with plans to support herself through acting. Despite this, she was anticipated to pursue a career in entertainment and considered the idea after recording herself in the studio.
At age seven, Jackson and her brother Randy performed at the MGM Casino on the Las Vegas Strip. A biography revealed her father, Joseph, was emotionally withdrawn and told her to address him solely by his first name as a child. She began acting in the variety show The Jacksons in 1976.
In 1977, She was selected to have a starring role as Penny Gordon Woods in the sitcom Good Times. She later starred in A New Kind of Family and later got a recurring role on Diff'rent Strokes, portraying Charlene Duprey from seasons three to six. Jackson also played the role of Cleo Hewitt during the fourth season of Fame, but expressed indifference towards the series, largely due to the emotional stress of her secret marriage to R&B singer James DeBarge. Jackson later elaborated on her time on the show in an interview with Anderson Cooper, revealing that the cast would occasionally play pranks on her, but she spoke fondly of them.
When Jackson was sixteen, her father and manager Joseph Jackson arranged a contract for her with A&M Records. Her debut album, Janet Jackson, was released in 1982. It was produced by Angela Winbush, René Moore, Bobby Watson of Rufus and Leon Sylvers III, and overseen by her father Joseph. It peaked at No. 63 on the Billboard 200, and No. 6 on the publication's R&B albums chart, receiving little promotion. The album appeared on the Billboard Top Black Albums of 1983, while Jackson herself was the highest-ranking female vocalist on the Billboard Year-End Black Album Artists.
Jackson's second album, Dream Street, was released two years later. Dream Street reached No. 147 on the Billboard 200, and No. 19 on the R&B albums chart. The lead single "Don't Stand Another Chance" peaked at No. 9 on Billboard's R&B singles chart. Both albums consisted primarily of bubblegum pop music.
### 1986–1988: Control
After her second album, Jackson terminated business affairs with her family, commenting "I just wanted to get out of the house, get out from under my father, which was one of the most difficult things that I had to do." Attempting a third album, Jackson teamed with producers Jimmy Jam and Terry Lewis. They set out to achieve crossover pop appeal, while also creating a strong foundation within the urban market. Within six weeks, Jackson and the duo crafted her third studio album, Control, released in February 1986. The album shot to No. 1 on the Billboard 200, and was certified fivefold Platinum by the Recording Industry Association of America (RIAA), selling over ten million copies worldwide.
Control was declared "remarkably nervy and mature" for a teenage act, also considered "an alternative to the sentimental balladry" which permeated radio, likening Jackson to Donna Summer's position of "unwilling to accept novelty status and taking her own steps to rise above it." The album spawned five top five singles, "What Have You Done for Me Lately", "Nasty", "When I Think of You", "Control", and "Let's Wait Awhile", and a top 15 hit with "The Pleasure Principle". "When I Think of You" became her first No. 1 hit on the Hot 100. Control received six Billboard Awards, including "Top Pop Singles Artist", and three Grammy nominations, such as Album of the Year. It also won four American Music Awards from twelve nominations, an unbroken record.
At this point, Jackson was successfully "shaking off the experience of being a shadow Jackson child", becoming "an artist in her own right". The album's lyrical content included several themes of empowerment, inspired by an incident of sexual harassment, with Jackson recalling "the danger hit home when a couple of guys started stalking me on the street and instead of running to Jimmy or Terry for protection, I took a stand. I backed them down. That's how songs like 'Nasty' and 'What Have You Done for Me Lately' were born, out of a sense of self-defense."
Its innovative fusion of dance-pop and industrial music with hip-hop and R&B undertones influenced the development of the new jack swing genre by bridging the gap between the latter two styles. The accompanying music videos shot for the album's singles became popular on MTV, and obtained a then-unknown Paula Abdul a recording contract for her choreography work with Jackson. Billboard stated "[Jackson's] accessible sound and spectacularly choreographed videos were irresistible to MTV, and helped the channel evolve from rock programming to a broader, beat-driven musical mix."
In retrospect of her influence on the channel, Kyle Anderson of Entertainment Weekly commented: "The videos from Control were all over MTV, and Janet established herself as an instantly dominant pop figure talked about in the same sentences as Madonna and her older brother Michael." MTV's Meaghan Garvey asserted "it's hard to overstate the significance of Control, whether in terms of the pop landscape, the evolution of the music video as a vessel for promotion and expression, or Top 40 feminist anthems." She also argued "it's important to note that Control’s self-actualization anthems were expressions of black female pride. Control spawned a whopping six videos—great ones, at that—which played an immeasurable role in the shift toward visible black pop."
### 1989–1992: Janet Jackson's Rhythm Nation 1814
Jackson released her fourth album, Rhythm Nation 1814, in September 1989. Although her record label desired a direct sequel to Control, Jackson chose to include a socially conscious theme among various musical styles. She stated, "I know an album or a song can't change the world. I just want my music and my dance to catch the audience's attention, and to hold it long enough for them to listen to the lyrics." The album's central theme of unity was developed in response to various crimes and tragedies reported in the media.
Peaking at No. 1 on the Billboard 200, the album was certified sixfold Platinum by the RIAA and sold over 12 million copies worldwide. Rolling Stone observed Jackson's artistic growth shifted from "personal freedom to more universal concerns—injustice, illiteracy, crime, drugs—without missing a beat." The album was also considered "the exclamation point on her career", consisting of a "diverse collection of songs flowing with the natural talent Jackson possesses", which effectively "expanded Janet's range in every conceivable direction", being "more credibly feminine, more crucially masculine, more viably adult, more believably childlike." With singles "Miss You Much", "Rhythm Nation", "Escapade", "Alright", "Come Back to Me", "Black Cat" and "Love Will Never Do (Without You)", it became the first album in history to produce number one hits in three separate calendar years, as well as the only album to achieve seven top five singles on the Hot 100.
Famous for its choreography and warehouse setting, the "Rhythm Nation" music video is considered one of the most iconic and popular in history, with Jackson's military ensemble also making her a fashion icon. The video for "Love Will Never Do (Without You)" is notable for being the first instance of Jackson's transition into sexual imagery and midriff-baring style, becoming her trademark. Rhythm Nation 1814 became the highest selling album of 1990, winning a record fifteen Billboard Awards. The long-form "Rhythm Nation" music video won a Grammy Award.
Jackson's Rhythm Nation World Tour 1990 became the most successful debut tour in history and set a record for the fastest sell-out of Japan's Tokyo Dome. She established the "Rhythm Nation Scholarship", donating funds from the tour to various educational programs. As Jackson began her tour, she was acknowledged for the cultural impact of her music. Joel Selvin of the San Francisco Chronicle wrote "the 23-year-old has been making smash hit records for four years, becoming a fixture on MTV and a major role model to teenage girls across the country", and William Allen, then-executive vice president of the United Negro College Fund, told the Los Angeles Times, "Jackson is a role model for all young people to emulate and the message she has gotten to the young people of this country through the lyrics of 'Rhythm Nation 1814' is having positive effects."
She also received a star on the Hollywood Walk of Fame in recognition of her impact on the recording industry and philanthropic endeavors. The massive success experienced by Jackson placed her in league with her brother Michael, Madonna, and Tina Turner for her achievements and influence. Ebony magazine remarked: "No individual or group has impacted the world of entertainment as have Michael and Janet Jackson," arguing that despite many imitators, few could surpass Jackson's "stunning style and dexterity".
With her recording contract under A&M Records fulfilled in 1991, she signed a multimillion-dollar deal with Virgin Records—estimated between thirty-two to fifty million dollars—making her the highest paid recording artist at the time. The recording contract also established her reputation as the "Queen of Pop". In 1992, Jackson provided guest vocals on Luther Vandross's "The Best Things in Life Are Free", becoming a top ten Billboard hit and reaching the top ten internationally.
### 1993–1996: Janet, Poetic Justice, and Design of a Decade
Jackson's fifth studio album Janet, was released in May 1993. The record opened at number one on the Billboard 200, making Jackson the first female artist in the Nielsen SoundScan era to do so. Certified sixfold Platinum by the RIAA, it sold over 14 million copies worldwide.
Janet spawned five singles and four promotional singles, receiving various certifications worldwide. The lead single "That's the Way Love Goes" won the Grammy Award for Best R&B Song and topped the Billboard Hot 100 for eight consecutive weeks. "Again" reached number one for two weeks, while "If" and "Any Time, Any Place" peaked in the top four. "Because of Love" and "You Want This" charted within the top ten.
The album experimented with a diverse number of genres, including contemporary R&B, deep house, swing jazz, hip hop, rock, and pop, with Billboard describing each as being "delivered with consummate skill and passion". Jackson took a larger role in songwriting and production than she did on her previous albums, explaining she found it necessary "to write all the lyrics and half of the melodies" while also speaking candidly about incorporating her sexuality into the album's content. Rolling Stone wrote "[a]s princess of America's black royal family, everything Janet Jackson does is important. Whether proclaiming herself in charge of her life, as she did on Control (1986), or commander in chief of a rhythm army dancing to fight society's problems (Rhythm Nation 1814, from 1989), she's influential. And when she announces her sexual maturity, as she does on her new album, Janet., it's a cultural moment."
In July 1993, Jackson made her film debut in Poetic Justice. While the film received mixed reviews, her performance was described as "beguiling" and "believably eccentric". Jackson's ballad "Again", which was written for the film, received Golden Globe and Academy Award nominations for "Best Original Song".
In September 1993, Jackson appeared topless on the cover of Rolling Stone, with her breasts covered anonymously by her then-husband, René Elizondo, Jr. The photograph is the original version of the cropped image used on the Janet album cover, shot by Patrick Demarchelier. The Vancouver Sun reported, "Jackson, 27, remains clearly established as both role model and sex symbol; the Rolling Stone photo of Jackson ... became one of the most recognizable, and most lampooned, magazine covers."
The Janet World Tour launched in support of the studio album garnered criticism for Jackson's lack of vocal proficiency and spontaneity, but earned critical acclaim for her showmanship. It was described as erasing the line between "stadium-size pop music concerts and full-scale theatrical extravaganzas".
During this time, Janet was set to sign a multimillion-dollar deal with Coca-Cola when her brother Michael was immersed in a child sex abuse scandal, of which he denied any wrongdoing. She provided moral support, defending her brother, and denied abuse allegations regarding her parents made by her sister La Toya.
She collaborated with Michael on "Scream", the lead single from his album HIStory, released 1995. The song was written by both siblings as a response to media scrutiny. It debuted at number five on the Hot 100 singles chart, becoming the first song ever to debut within the top five. Its music video, directed by Mark Romanek, was listed in Guinness World Records as the "Most Expensive Music Video Ever Made", costing \$7 million. The clip won the 1996 Grammy Award for Best Short Form Music Video.
Jackson's first compilation album, Design of a Decade: 1986–1996, was released in 1995. It peaked at number three on the Billboard 200. The lead single, "Runaway", became the first song by a female artist to debut within the top ten of the Hot 100, reaching number three. Design of a Decade 1986/1996 was certified double Platinum by the RIAA, and sold ten million copies worldwide.
Jackson's influence in pop music continued to garner acclaim, as The Boston Globe remarked "If you're talking about the female power elite in pop, you can't get much higher than Janet Jackson, Bonnie Raitt, Madonna and Yoko Ono. Their collective influence ... is beyond measure. And who could dispute that Janet Jackson now has more credibility than brother Michael?"
Jackson renewed her contract with Virgin Records for a reported \$80 million the following year. The contract established her as the then highest-paid recording artist in history, surpassing the recording industry's then-unparalleled \$60 million contracts earned by Michael Jackson and Madonna.
### 1997–1999: The Velvet Rope
Jackson began suffering from severe depression and anxiety, leading her to chronicle the experience in her sixth album, The Velvet Rope, released October 1997. Jackson returned with a dramatic change in image, boasting vibrant red hair, nasal piercings, and tattoos. The album is primarily centered on the idea that everyone has an intrinsic need to belong. Aside from encompassing lyrics relating to social issues such as same-sex relationships, homophobia and domestic violence, it also contains themes of sadomasochism and is considered far more sexually explicit in nature than her previous release, Janet.
The record was hailed as "her most daring, elaborate and accomplished album" by The New York Times, while Billboard called it "the best American album of the year and the most empowering of her last five." The album debuted at number one on the Billboard 200 and was certified triple Platinum, selling over ten million worldwide.
The lead single "Got 'til It's Gone" was released in August 1997, featuring guest vocals from folk singer Joni Mitchell and rapper Q-Tip. The song's music video, depicting a pre-Apartheid celebration, won the Grammy Award for Best Short Form Music Video. "Together Again" became Jackson's eighth number-one hit on the Billboard Hot 100, placing her on par with Elton John, Diana Ross, and the Rolling Stones. It spent a record forty-six weeks on the Hot 100 and nineteen weeks on the United Kingdom's singles chart. It sold six million copies worldwide, becoming one of the best-selling singles of all time. "I Get Lonely" peaked at number three on the Hot 100, and received a Grammy nomination for Best Female R&B Vocal Performance. It was Jackson's eighteenth consecutive top ten hit, making her the only female artist to garner that achievement; and surpassed only by Elvis Presley and the Beatles.
Several other singles were released, including "Go Deep" and the ballad "Every Time", which was controversial for the nudity displayed in its music video. The album fully established Jackson as a gay icon for its themes regarding homosexuality and protesting homophobia. "Together Again", a "post-Aids pop song", and "Free Xone", considered "a paean to homosexuality" and an "anti-homophobia track", were praised for their lyrical context, in addition to Jackson's lesbian reinterpretation of Rod Stewart's "Tonight's the Night".
The Velvet Rope received an award for "Outstanding Music Album" at the 9th Annual GLAAD Media Awards and was honored by the National Black Lesbian and Gay Leadership Forum. A portion of the proceeds from "Together Again" were donated to the American Foundation for AIDS Research.
Jackson embarked on The Velvet Rope Tour, traveling to Europe, North America, Asia, Africa, New Zealand, and Australia. The tour received praise for its theatrics, choreography, and Jackson's vocal performance. It was likened to "the ambition and glamour of a Broadway musical", and exclaimed as "only fitting that the concert program credits her as the show's 'creator and director'".
The tour's HBO special, The Velvet Rope: Live in Madison Square Garden, garnered more than fifteen million viewers. It surpassed the ratings of all four major networks among viewers subscribed to the channel. The concert won an Emmy Award from four nominations. Jackson donated a portion of the tour's sales to America's Promise, an organization founded by Colin Powell to assist disenfranchised youth.
As the tour concluded, Jackson lent guest vocals to several collaborations, including Shaggy's "Luv Me, Luv Me", used for the film How Stella Got Her Groove Back, as well as "Girlfriend/Boyfriend" with Teddy Riley's group Blackstreet, and "What's It Gonna Be?!" with Busta Rhymes. The latter two music videos are both among the most expensive music videos ever produced, with "What's It Gonna Be?!" becoming a number-one hit on the Billboard Hip-Hop Singles and Hot Rap Tracks charts, reaching the top three of the Hot 100.
Jackson also contributed the ballad "God's Stepchild" to the Down in the Delta soundtrack. Jackson recorded a duet with Elton John titled "I Know the Truth", included on the soundtrack to Elton John and Tim Rice's Aida. At the 1999 World Music Awards, Jackson received the Legend Award for "outstanding contribution to the pop industry". Billboard ranked Jackson as the second most successful artist of the decade, behind Mariah Carey.
### 2000–2003: Nutty Professor II: The Klumps and All for You
In July 2000, Jackson appeared in her second film, Nutty Professor II: The Klumps, as the role of Professor Denise Gaines, opposite Eddie Murphy. Director Peter Segal stated "Janet Jackson was a natural fit, and an obvious choice." The film became her second to open at number one, grossing an estimated \$170 million worldwide. Jackson's single "Doesn't Really Matter", used for the film's soundtrack, became her ninth number-one single on the Hot 100.
Preceding the release of her seventh album, MTV honored Jackson with the network's inaugural "MTV Icon" ceremony, honoring her "significant contributions to music, music video and pop culture while tremendously impacting the MTV generation." The event paid tribute to Jackson's career and influence, including commentary from Britney Spears, Jennifer Lopez, Aaliyah, and Jessica Simpson, and performances by 'N Sync, Pink, Destiny's Child, Usher, Buckcherry, Mýa, Macy Gray, and Outkast. The American Music Awards also honored Jackson with the Award of Merit for "her finely crafted, critically acclaimed and socially conscious, multi-platinum albums".
Jackson's seventh album, All for You, was released in April 2001. It opened at number one on the Billboard 200 with 605,000 copies sold, the highest first-week sales of her career, and among the highest first-week sales by a female artist in history. The album was a return to an upbeat dance style, receiving generally positive reception. Jackson received praise for indulging in "textures as dizzying as a new infatuation", in contrast to other artists attempting to "match the angularity of hip-hop" and following trends. All for You was certified double Platinum by the RIAA and sold nine million copies worldwide.
The album's lead single, "All for You", debuted on the Hot 100 at number fourteen, setting a record for the highest debut by a single that was not commercially available. Jackson was titled "Queen of Radio" by MTV as the single made airplay history, being "added to every pop, rhythmic and urban radio station" within its first week. The song broke the overall airplay debut record with a first week audience of seventy million, debuting at number nine on the Radio Songs chart. It topped the Hot 100 for seven weeks, also reaching the top ten in eleven countries. The song received a Grammy Award for Best Dance Recording. "Someone to Call My Lover" peaked at number three on the Hot 100. Built around a sample of the iconic 1972 hit "You're So Vain" by Carly Simon, "Son of a Gun (I Betcha Think This Song Is About You)" featured Simon herself, along with Missy Elliott on remixes of the single.
In July 2001, Jackson embarked on the All for You Tour, which was also broadcast on a concert special for HBO watched by twelve million viewers. The tour traveled throughout the United States and Japan, although European and Asian dates were required to be canceled following the September 11 terrorist attacks. The Los Angeles Times complimented Jackson's showmanship. Richard Harrington of The Washington Post said Jackson's performance surpassed her contemporaries, but Bob Massy of Spin thought her dancers "threw crisper moves" and her supporting singers were mixed nearly as high, though declared "Janet cast herself as the real entertainment." Jackson donated a portion of the tour's proceeds to the Boys & Girls Clubs of America.
The following year, Jackson began receiving media attention for her rumored relationships with Justin Timberlake, actor Matthew McConaughey, and record producer Jermaine Dupri. Upon the release of Timberlake's debut solo album Justified, Jackson provided vocals on "(And She Said) Take Me Now" per Timberlake's request, with the song initially planned as a single. Jackson collaborated with reggae artist Beenie Man for the song "Feel It Boy", produced by the Neptunes.
### 2004–2005: Super Bowl XXXVIII controversy and Damita Jo
Jackson was chosen by the National Football League and MTV to perform at the Super Bowl XXXVIII halftime show in February 2004. She performed a medley of "All for You", "Rhythm Nation", and an excerpt of "The Knowledge" before performing "Rock Your Body" alongside surprise guest Justin Timberlake. As Timberlake sang the lyric "I'm gonna have you naked by the end of this song", he tore open her costume, exposing her right breast to 140 million viewers. The incident was referred to as "nipple gate" by the media.
Jackson issued an apology after the performance, saying that the incident was accidental and unintended, explaining that Timberlake was only meant to pull away a bustier and leave the red-lace bra intact. She commented, "I am really sorry if I offended anyone. That was truly not my intention ... MTV, CBS, the NFL had no knowledge of this whatsoever, and unfortunately, the whole thing went wrong in the end." Timberlake also issued an apology, calling the accident a "wardrobe malfunction". CBS, the NFL, and MTV denied any knowledge of the incident and all responsibility for it. The Federal Communications Commission heavily fined all companies involved and continued an investigation for eight years, ultimately losing its appeal for a \$550,000 fine against CBS.
Following the incident, CBS permitted Timberlake to appear at the 46th Grammy Awards ceremony but did not allow Jackson to attend, forcing her to withdraw after being scheduled as a presenter. The controversy halted plans for Jackson to star in the biographical film of singer and activist Lena Horne, which was to be produced by American Broadcasting Company. Horne was reportedly displeased by the incident, but Jackson's representatives stated that she withdrew from the project willingly. A Mickey Mouse statue wearing Jackson's iconic "Rhythm Nation" outfit was mantled at Walt Disney World theme park the previous year to honor her legacy, but it was removed following her controversial performance.
Jackson's eighth studio album Damita Jo was released in March 2004, titled after her middle name. It debuted at number two on the Billboard 200. The album received mixed to positive reviews, praising the sonic innovation of selected songs and Jackson's vocal harmonies, while others criticized its frequent themes of carnality. However, several critics' reviews focused on the Super Bowl incident, rather than critiquing the album itself. It was certified Platinum by the RIAA within a month, and sold over three million copies worldwide.
The album's performance was affected by blacklisting from radio and music channels, in part at the behest of CBS CEO Les Moonves. Conglomerates involved in the boycott included Viacom and CBS, subsidiaries MTV, Clear Channel Communications, and Infinity Broadcasting, the latter two among the largest radio broadcasters. The blacklist was placed into effect preceding the release of Damita Jo and continued throughout the course of Jackson's following two albums. Entertainment conglomerate Viacom owns MTV, VH1, and many radio formats, and a senior executive commented that they were "absolutely bailing on the record. The pressure is so great, they can't align with anything related to Janet. The high-ups are still pissed at her, and this is a punitive measure."
Prior to the incident, Damita Jo was expected to outsell prior release All for You. Its three singles received positive reviews but failed to achieve high chart positions, although each was predicted to perform extremely well under different circumstances. Billboard reported that Damita Jo "was largely overshadowed by the Super Bowl fiasco.... The three singles it spawned were blacklisted by pop radio—they were also the album's biggest highlights".
For the album's promotion, Jackson appeared as a host on Saturday Night Live performing two songs, and she was also a guest star on the sitcom Will & Grace portraying herself. Jackson received several career accolades upon the album's release, including the "Legend Award" at the Radio Music Awards, "Inspiration Award" from the Japan Video Music Awards, "Lifetime Achievement Award" at the Soul Train Music Awards, and a Teen Choice Awards nomination for "Favorite Female".
In November 2004, she was honored as a role model by 100 Black Men of America, Inc. and presented with the organization's Artistic Achievement Award saluting "a career that has gone from success to greater success". The organization responded to criticism for honoring Jackson in light of the Super Bowl incident by saying that "an individual's worth can't be judged by a single moment in that person's life." In June 2005, she was honored with a Humanitarian Award by the Human Rights Campaign and AIDS Project Los Angeles as recognition for her involvement in raising money for AIDS charities.
#### Impact on the Internet
The Super Bowl XXXVIII halftime show is considered to be one of the most controversial televised events in history, and Jackson was later listed in Guinness World Records as the "Most Searched in Internet History" and the "Most Searched for News Item". The incident became the most recorded and replayed moment in TiVo history, enticing an estimated 35,000 new subscribers. Jawed Karim has stated that the incident inspired the creation of YouTube, as he noted that it was difficult for him to find videos of the incident online.
### 2006–2007: 20 Y.O. and Why Did I Get Married?
Jackson began recording her ninth studio album, 20 Y.O., in 2005. She recorded with producers Dupri, Jam and Lewis for several months during the following year. The album's title was a reference to the two decades since the release of her breakthrough album Control, representing the album's "celebration of the joyful liberation and history-making musical style".
To promote the album, Jackson appeared in various magazines, and performed on the Today Show and at the Billboard Awards. Jackson's Us Weekly cover, revealing her slim figure after heavy media focus was placed on her fluctuations in weight, became the magazine's best-selling issue in history. 20 Y.O. was released in September 2006 and debuted at number two on the Billboard 200. The album received mixed reviews, with multiple critics chastising the production and involvement of Jermaine Dupri. Rolling Stone disagreed with the album's reference to Control, saying "If we were her, we wouldn't make the comparison."
Jackson's airplay and music channel blacklist remained persistent, massively affecting her chart performance and exposure. However, lead single "Call on Me", which featured rapper Nelly, peaked at number twenty-five on the Hot 100, number one on the Hot R&B/Hip-Hop Songs chart, and number six in the United Kingdom. The video for the album's second single, "So Excited", was directed by Joseph Kahn and portrayed Jackson's clothes disappearing through a complex dance routine.
20 Y.O. was certified Platinum by the RIAA and sold 1.5 million worldwide, also receiving a Grammy nomination for Best Contemporary R&B Album. After the album's release, Dupri was condemned for his production and misguidance of the album, and subsequently was removed from his position at Virgin Records. Slant Magazine stated, "After promising a return to Janet's dance-pop origins, [Dupri] opted to aim for urban audiences, a colossal mistake that cost Dupri his job and, probably, Janet her deal with Virgin."
Jackson was ranked the seventh richest woman in the entertainment industry by Forbes, having amassed a fortune of over \$150 million. In 2007, she starred opposite Tyler Perry as a psychotherapist in the film Why Did I Get Married?. It became her third consecutive film to open at number one at the box office, grossing \$60 million. Jackson's performance was praised for its "soft authority", though also described as "charming, yet bland".
### 2008–2009: Discipline and Number Ones
Jackson signed with Island Records after her contract with Virgin was fulfilled. She interrupted plans for touring and began recording with various producers, including Rodney "Darkchild" Jerkins, Tricky Stewart, and Stargate. Her tenth studio album, Discipline, was released in February 2008, opening at number one. Despite radio blacklisting, the album's first single "Feedback" peaked at number nineteen on the Hot 100 and nine on Pop Songs, her highest-charting single since "Someone to Call My Lover".
Also in February 2008, Jackson won an Image Award for "Outstanding Supporting Actress in a Motion Picture" for the role. Jackson was also approached to record the lead single for the film Rush Hour 3. Jackson was awarded the Vanguard Award at the 19th annual GLAAD Media Awards, honoring her contributions in promoting equal rights among the gay community. The organization's president commented, "Ms. Jackson has a tremendous following inside the LGBT community and out, and having her stand with us against the defamation that LGBT people still face in our country is extremely significant."
Jackson's fifth concert tour, the Rock Witchu Tour, began in September 2008. Jackson parted with Island Records through mutual agreement. Billboard disclosed Jackson was dissatisfied with LA Reid's handling of the album and its promotion, saying "the label agreed to dissolve their relationship with the artist at her request." Producer Rodney Jerkins expressed "I felt like it wasn't pushed correctly.... She just didn't get her just due as an artist of that magnitude."
In June 2009, Jackson's brother Michael died at age fifty. She spoke publicly concerning his death at the 2009 BET Awards, stating "I'd just like to say, to you, Michael is an icon, to us, Michael is family. And he will forever live in all of our hearts. On behalf of my family and myself, thank you for all of your love, thank you for all of your support. We miss him so much." In an interview, she revealed she had first learned of his death while filming Why Did I Get Married Too?.
Amidst mourning with her family, she focused on work to deal with the grief, avoiding any news coverage of her sibling's death. She commented, "it's still important to face reality, and not that I'm running, but sometimes you just need to get away for a second." During this time, she ended her seven-year relationship with Jermaine Dupri.
Several months later, Jackson performed a tribute to Michael at the 2009 MTV Video Music Awards, performing their duet "Scream". MTV stated "there was no one better than Janet to anchor it and send a really powerful message." The performance was lauded by critics, with Entertainment Weekly affirming the rendition "as energetic as it was heartfelt".
Jackson's second hits compilation, Number Ones (retitled The Best for international releases), was released in November 2009. For promotion, she performed a medley of hits at the American Music Awards, Capital FM's Jingle Bell Ball at London's O2 arena, and The X-Factor. The album's promotional single "Make Me", produced with Rodney "Darkchild" Jerkins, debuted in September. It became Jackson's nineteenth number one on the Hot Dance Club Songs chart, making her the first artist to have number-one singles in four separate decades.
Later that month, Jackson chaired the inaugural benefit of amfAR, The Foundation for AIDS Research, held in Milan in conjunction with fashion week. The foundation's CEO stated "We are profoundly grateful to Janet Jackson for joining amfAR as a chair of its first event in Milan... She brings incomparable grace and a history of dedication to the fight against AIDS." The event raised \$1.1 million for the nonprofit organization.
### 2010–2014: Film projects and True You
In April 2010, Jackson reprised her role in the sequel to Why Did I Get Married? titled Why Did I Get Married Too?. The film opened at number two, grossing sixty million. Jackson's performance was hailed as "invigorating and oddly funny", and praised for her "willingness to be seen at her most disheveled". Her performance earned her an Image Award for "Outstanding Actress in a Motion Picture". Jackson recorded the film's theme, "Nothing", released as a promotional single. The song was performed on the ninth season finale of American Idol along with "Again" and "Nasty".
In July, Jackson modeled for the Blackglama clothing line featuring mink fur, then helped design a signature line of clothing and accessories for Blackglama, to be sold at Saks Fifth Avenue and Bloomingdales. Universal Music released the hits compilation Icon: Number Ones as the debut of the Icon compilation series.
In November 2010, Jackson starred as Joanna in the drama For Colored Girls, the film adaptation of Ntozake Shange's 1975 play For Colored Girls Who Have Considered Suicide When the Rainbow Is Enuf. The Wall Street Journal stated Jackson "recites verses written by Ntozake Shange, the author of the play that inspired the film ... But instead of offering up a mannered coffeehouse reading of the lines, Jackson makes the words sound like ordinary—though very eloquent—speech." Jackson's portrayal in the film was likened to Meryl Streep as Miranda Priestly in The Devil Wears Prada. Her performance earned Black Reel Awards nominations in the categories of Outstanding Supporting Actress and Outstanding Ensemble.
Jackson announced plans to embark on her largest world tour in support of her second hits collection, Number Ones. The tour, entitled Number Ones, Up Close and Personal, held concerts in thirty-five global cities, selected by fans who submitted suggestions on her official website. During the tour, Jackson performed thirty-five number one hits and dedicated a song to each city. Mattel released a limited-edition Barbie of Jackson titled "Divinely Janet", auctioned for over \$15,000, with proceeds donated to Project Angel Food.
Jackson released the self-help book True You: A Journey to Finding and Loving Yourself in February 2011, co-written with David Ritz. It chronicled her struggle with weight and confidence, also publishing letters from fans. It topped The New York Times' Best Seller list the following month. Additionally, she signed a film production contract with Lions Gate Entertainment to "select, develop and produce a feature film for the independent studio."
Jackson became the first female pop singer to perform at the I. M. Pei glass pyramid at the Louvre Museum, raising contributions for the restoration of iconic artwork. Jackson was selected to endorse fashion line Blackglama for a second year, being the first celebrity in the line's history chosen to do so. She partnered with the label to release a fifteen-piece collection of luxury products.
In 2012, Jackson endorsed Nutrisystem, sponsoring their weight-loss program after struggling with weight fluctuations in the past. With the program, she donated ten million dollars in meals to the hungry. She was honored by amfAR for her contributions to AIDS research when chairing the Cinema Against AIDS gala during the Cannes Film Festival. She also participated in a public service announcement for UNICEF to help starving children.
### 2015–2019: Unbreakable, touring and Rock and Roll Hall of Fame
On May 16, 2015, Jackson announced plans to release a new album and to embark on a world concert tour. She outlined her intention to release her new album in the fall of 2015 under her own record label, Rhythm Nation, distributed by BMG Rights Management. The launch of Rhythm Nation established Jackson as one of the few African-American female musicians to own a record label.
On June 15, 2015, Jackson announced the first set of dates for the North American leg of her Unbreakable World Tour. On June 22, the lead single "No Sleeep" was released from the album. Jackson's solo version of the single debuted on the Hot 100 at number 67, marking her 40th entry on the chart. The song went to number 1 on the Billboard + Twitter Trending 140 immediately following the release. The album version featuring J. Cole enabled it to re-enter the Hot 100 with a new peak position at number 63, while also topping the Adult R&B Songs chart.
BET presented Jackson with their inaugural Ultimate Icon: Music Dance Visual award at the BET Awards 2015, which also featured a dance tribute to her performed by Ciara, Jason Derulo and Tinashe. It was announced she would launch a luxury jewelry line called the "Janet Jackson Unbreakable Diamonds collection," a joint venture between herself and Paul Raps New York. On August 20, she released a preview of a new song "The Great Forever", while also confirming the title of her eleventh studio album as Unbreakable.
Jimmy Jam and Terry Lewis stated that Jackson's concept for the album was developed simultaneously with the accompanying tour's production and that its composition will differ from the majority of her catalog. They also stated that the album's theme reflects "being able to be vulnerable and to be able to withstand what comes to you," drawing on Jackson's experiences over the past several years. The album's title track "Unbreakable" was released on September 3, 2015, debuting on Apple Music's Beats 1 radio station, hosted by Ebro Darden. The album was also made available for pre-order on iTunes the same day. "Burnitup!" featuring Missy Elliott debuted on BBC Radio 1 on September 24, 2015. Unbreakable was released on October 2, 2015. It received largely positive reviews, including those by The Wall Street Journal, The New York Times, USA Today, Los Angeles Times, and The Guardian. The following week, Jackson received her first nomination to be inducted into the Rock and Roll Hall of Fame. Her album debuted at number one on the Billboard 200, becoming her seventh album to top the chart in the United States.
On April 6, 2016, Jackson announced that she was "planning her family" with husband Wissam Al Mana, resulting in her postponing her tour. On May 1, 2017, Jackson announced she would resume her Unbreakable World Tour, now known as the State of the World Tour. The revamped tour launched on September 7, 2017. Refocusing the tour's theme to reflect socially conscious messages from Jackson's entire music catalog, many songs selected for the concert set list along with corresponding imagery depicted on stage address racism, white supremacy, fascism, xenophobia and police brutality. The tour opened to positive critical reception, with several commentators praising Jackson's post-pregnancy physical fitness, showmanship and socially conscious messages.
Her emotional rendition of "What About", a song about domestic violence originally recorded for The Velvet Rope, drew media attention highlighting her recent separation from her husband; Jackson's brother Randy alleges she suffered verbal abuse by Al Mana which contributed to the breakdown of their marriage. Proceeds from the concert of September 9, 2017, at the Toyota Center in Houston, Texas were donated to relief efforts supporting evacuees of Hurricane Harvey. Jackson met with Houston mayor Sylvester Turner and evacuees at the George R. Brown Convention Center prior to the performance. In May 2018, it was announced that Jackson would receive the Billboard Icon Award at the 2018 Billboard Music Awards. In an interview for Billboard magazine, Jackson revealed that she was then working on new music. On August 16, 2018, it was announced that Jackson and Rhythm Nation had entered into a partnership with Cinq Music Group. The next day, Jackson released the single "Made for Now", a collaboration with Daddy Yankee.
In October 2018, she received her third nomination for induction into the Rock and Roll Hall of Fame. On December 13, 2018, Jackson was announced as one of the seven inductees of the 2019 class of the Rock and Roll Hall of Fame.
On February 26, 2019, Jackson announced a four-month Las Vegas residency entitled Metamorphosis. The initial schedule comprised fourteen shows at the Park Theater at Park MGM resort; three additional shows were announced in May. In September and November 2019 Jackson performed a series of concerts in support of the 30th anniversary of the Rhythm Nation album in Welch Treasure Island Resort & Casino, San Francisco and Hawaii. In 2019, Jackson played a variety of festivals in the US and abroad, including The Glastonbury Festival.
### 2020–present: Documentaries and Together Again Tour
A two-part documentary titled Janet Jackson for Lifetime and A&E premiered on January 28 and 29, 2022, respectively. Jackson previewed a clip of a new song, "Luv I Luv", during the end credits of the last episode of her documentary. Jackson was set to embark on the Black Diamond World Tour in 2020. Later that year, the tour was postponed indefinitely due to the COVID-19 pandemic. She also announced her upcoming twelfth studio album Black Diamond, which was scheduled for a 2020 release.
On March 3, 2022, Jackson was announced as a headliner of the 2022 Essence Music Festival in New Orleans.
On December 12, 2022, Jackson announced she was going on tour again starting April 14, 2023, with her Together Again Tour and teased new music. On March 8, 2023, Lifetime and A&E announced that it had greenlighted a follow-up documentary series, Janet Jackson: Family First. The series will follow Jackson as she prepares for her Together Again Tour as well as her and brother Randy's attempts to reunite the family band.
## Artistry
### Music and voice
Jackson possesses a mezzo-soprano vocal range. Over the course of her career, she has received frequent criticism for the limitations of her vocal capabilities, especially in comparison to contemporary artists such as Whitney Houston and Mariah Carey. In comparing her vocal technique to Houston and Aretha Franklin, vocal coach Roger Love states that "[w]hen Janet sings, she allows a tremendous amount of air to come through. She's obviously aiming for a sexy, sultry effect, and on one level that works nicely. But actually, it's fairly limited." He adds that while her voice is suitable for studio recording, it doesn't translate well to the stage because despite having "great songs, incredible dancing, and her star-like presence, the live show is still magnificent. But the voice is not the star."
Biographer David Ritz commented, "on Janet's albums—and in her videos and live performances, which revealed a crisp, athletic dance technique [...] singing wasn't the point," saying emphasis was placed on "her slamming beats, infectious hooks, and impeccable production values." Eric Henderson of Slant magazine claimed critics opposing her small voice "somehow missed the explosive 'gimme a beat' vocal pyrotechnics she unleashes all over 'Nasty' ... Or that they completely dismissed how perfect her tremulous hesitance fits into the abstinence anthem 'Let's Wait Awhile'." Classical composer Louis Andriessen has praised Jackson for her "rubato, sense of rhythm, sensitivity, and the childlike quality of her strangely erotic voice."
Several critics also consider her voice to often be enveloped within her music's production. Wendy Robinson of PopMatters said "the power of Janet Jackson's voice does not lie in her pipes. She doesn't blow, she whispers ... Jackson's confectionary vocals are masterfully complemented by gentle harmonies and balanced out by pulsing rhythms, so she's never unpleasant to listen to."
Matthew Perpetua of Fluxblog suggested Jackson's vocal techniques as a study for indie rock music, considering it to possess "a somewhat subliminal effect on the listener, guiding and emphasizing dynamic shifts without distracting attention from its primal hooks." Perpetua added: "Her voice effortlessly transitions from a rhythmic toughness to soulful emoting to a flirty softness without overselling any aspect of her performance ... a continuum of emotions and attitudes that add up to the impression that we're listening to the expression of a fully-formed human being with contradictions and complexities."
Jackson's music has encompassed a broad range of genres. Her records from the 1980s have been described as being influenced by Prince, as her producers are ex-members of the Time. Sal Cinquemani wrote that in addition to defining Top 40 radio, she "gave Prince's Minneapolis sound a distinctly feminine—and, with songs like 'What Have You Done for Me Lately?,' 'Nasty,' 'Control,' and 'Let's Wait Awhile,' a distinctly feminist—spin."
On Control, Richard J. Ripani documented that she, Jam, and Lewis had "crafted a new sound that fuses the rhythmic elements of funk and disco, along with heavy doses of synthesizers, percussion, sound effects, and a rap music sensibility." Author Rickey Vincent stated that she has often been credited for redefining the standard of popular music with the industrial music beats of the album. She is considered a trendsetter in pop balladry, with Richard Rischar stating "the black pop ballad of the mid-1980s had been dominated by the vocal and production style that was smooth and polished, led by singers Whitney Houston, Janet Jackson, and James Ingram."
Jackson continued her musical development by blending pop and urban music with elements of hip-hop in the nineties. This included a softer representation, articulated by lush, soulful ballads and up-tempo dance beats. She is described by music critic Greg Kot as "an artist who has reshaped the sound and image of rhythm and blues" within the first decade of her career. Critic Karla Peterson remarked that "she is a sharp dancer, an appealing performer, and as 'That's the Way Love Goes' proves—an ace pop-song writer." Selected material from the following decade has been viewed less favorably, as Sal Cinquemani comments "except for maybe R.E.M., no other former superstar act has been as prolific with such diminishing commercial and creative returns."
Jackson has changed her lyrical focus over the years, becoming the subject of analysis in musicology, African American studies, and gender studies. David Ritz compared Jackson's musical style to Marvin Gaye's, stating, "like Marvin, autobiography seemed the sole source of her music. Her art, also like Marvin's, floated over a reservoir of secret pain." Much of her success has been attributed to "a series of powerful, metallic grooves; her chirpy, multi-tracked vocals; and a lyrical philosophy built on pride and self-knowledge." Ritz also stated, "The mystery is the low flame that burns around the perimeters of Janet Jackson's soul. The flame feeds off the most highly combustible elements: survival and ambition, caution and creativity, supreme confidence and dark fear."
During the 1980s, her lyrics embodied self-actualization, feminist principles, and politically driven ideology. Gillian G. Gaar described Control as "an autobiographical tale about her life with her parents, her first marriage, and breaking free." Jessie Carney Smith wrote "with that album, she asserted her independence, individuality, and personal power. She challenged audiences to see her as a transformed person, from an ingénue to a grow-up, multi-talented celebrity." Referring to Rhythm Nation 1814 as an embodiment of hope, Timothy E. Scheurer wrote "It may remind some of Sly Stone prior to There's a Riot Going On and other African-American artists of the 1970s in its tacit assumption that the world imagined by Dr. King is still possible, that the American Dream is a dream for all people."
On Janet, Jackson began focusing on sexual themes. Shayne Lee wrote that her music over the following decade "brand[ed] her as one of the most sexually stimulating vocalists of the 1990s." Lilly J. Goren observed, "Jackson's evolution from politically aware musician to sexy diva marked the direction that society and the music industry were encouraging the dance-rock divas to pursue." The Washington Post declared Jackson's public image over the course of her career had shifted "from innocence to experience, inspiring such carnal albums as 1993's 'Janet' and 1997's 'The Velvet Rope', the latter of which explored the bonds—figuratively and literally—of love and lust."
The song "Free Xone" from The Velvet Rope, which portrays same-sex relationships in a positive light, is described by sociologist Shayne Lee as "a rare incident in which a popular black vocalist explores romantic or sensual energy outside the contours of heteronormativity, making it a significant song in black sexual politics." During the promotion for Janet, she stated "I love feeling deeply sexual—and don't mind letting the world know. For me, sex has become a celebration, a joyful part of the creative process."
Upon the release of Damita Jo, Jackson stated "Beginning with the earlier albums, exploring—and liberating—my sexuality has been an ongoing discovery and theme," adding "As an artist, that's not only my passion, it's my obligation." Stephen Thomas Erlewine has found Jackson's consistent inclusion of sex in her music lacking ingenuity, especially in comparisons to other artists such as Prince, stating "while sex indisputably fuels much great pop music, it isn't an inherently fascinating topic for pop music—as with anything, it all depends on the artist."
### Videos and stage
Jackson drew inspiration for her music videos and performances from musicals she watched in her youth, and was heavily influenced by the choreography of Fred Astaire and Michael Kidd, among others. Throughout her career, she has worked with and brought numerous professional choreographers to prominence, such as Tina Landon, Paula Abdul, and Michael Kidd. Veronica Chambers declared, "Her impact on pop music is undeniable and far-reaching," adding, "A quick glance at the Billboard chart reveals any number of artists cast in the Janet Jackson mold." Chambers observed numerous videos which "features not only Ms. Jackson's dancers, but choreography and sets remarkably like those she has used."
Janine Coveney of Billboard observed that "Jackson's musical declaration of independence [Control] launched a string of hits, an indelible production sound, and an enduring image cemented by groundbreaking video choreography and imagery that pop vocalists still emulate." Ben Hogwood of MusicOMH applauded the "huge influence she has become on younger pretenders to her throne," most notably Britney Spears, Jennifer Lopez and Christina Aguilera. Qadree EI-Amin remarked that many pop artists "pattern their performances after Janet's proven dance-diva persona." Beretta E. Smith-Shomade wrote that "Jackson's impact on the music video sphere came largely through music sales successes, which afforded her more visual liberties and control. This assuming of control directly impacted the look and content of her music videos, giving Jackson an agency not assumed by many other artists—male or female, Black or White."
Parallel Lines: Media Representations of Dance (1993) documents that her videos have often been reminiscent of live concerts or elaborate musical theater. However, in her 30-minute Rhythm Nation 1814 film, Jackson utilizes street dancing techniques in contrast to traditional choreography. The group dynamic visually embodies gender-neutral equality, with Jackson "performing asexually and anonymously in front of, but as one of the members of the group." Her music videos have also contributed to a higher degree of sexual freedom among young women, with Jackson "heavily implying male-on-female oral sex in music videos by pushing down on a man's head until he's in exactly the right position." However, accusations of cosmetic surgery, skin lightening, and increasingly hypersexual imagery have led to her being viewed as conforming to a white, male-dominated view of sexuality, rather than liberating herself or others.
Jackson received the MTV Video Vanguard Award for her contributions to the art form, and she became the first recipient of the MTV Icon tribute, celebrating her impact on the music industry as a whole. In 2003, Slant Magazine named "Rhythm Nation" and "Got 'til It's Gone" among the 100 Greatest Music Videos of all time, ranked at number 87 and number 10, respectively. In 2011, "Rhythm Nation" was voted the tenth best music video of the 1980s by Billboard.
Independent Journalist Nicholas Barber stated "Janet's concerts are the pop equivalent of a summer blockbuster movie, with all the explosions, special effects, ersatz sentimentality, gratuitous cleavage, and emphasis on spectacle over coherence that the term implies." Jet magazine reported "Janet's innovative stage performances during her world tours have won her a reputation as a world-class performer." Chris Willman of the Los Angeles Times stated the "enthralling" choreography of Jackson's Rhythm Nation 1814 Tour "represents the pinnacle of what can be done in the popping 'n' locking style—a rapid-fire mixture of rigidly jerky and gracefully fluid movements." When Jackson was asked "do you understand it when people talk about [The Velvet Rope Tour] in terms of Broadway?", she responded, "I'm crazy about Broadway ... That's what I grew up on."
Her "Number Ones: Up Close and Personal" tour deviated from the full-scale theatrics found in her previous concert arena settings in favor of smaller venues. Critics noted being scaled down did not affect the impact of her showmanship, and in some cases, enhanced it. Greg Kot of the Chicago Tribune wrote, "In past tours, Jackson's thin voice was often swallowed up by the sheer size of her production ... In the more scaled-down setting, Jackson brought a warmth and a passion that wasn't always evident in stadiums ... the best Janet Jackson performance I've covered in 20-plus years."
Thor Christensen of The Dallas Morning News reported Jackson often lip syncs in concert; he wrote: "Janet Jackson—one of pop's most notorious onstage lip-syncers—conceded ... she uses 'some' taped vocals to augment her live vocals. But she refused to say what percentage of her concert 'voice' is taped and how much is live." Michael MacCambridge of the Austin American-Statesman, who reviewed Jackson's Rhythm Nation World Tour, described lip-syncing as a "moot point", stating "Jackson was frequently singing along with her own pre-recorded vocals, to achieve a sound closer to radio versions of singles." MacCambridge also observed "it seemed unlikely that anyone—even a prized member of the First Family of Soul Music—could dance like she did for 90 minutes and still provide the sort of powerful vocals that the '90s super concerts are expected to achieve."
Similarly, Chris Willman commented, "even a classically trained vocalist would be hard-pressed to maintain any sort of level of volume—or, more appropriately, 'Control'—while bounding up and down stairs and whipping limbs in unnatural directions at impeccable, breakneck speed." Critics observed that in the smaller scale of her "Number Ones: Up Close and Personal" tour, she forwent lip-syncing. Chris Richards of The Washington Post stated "even at its breathiest, that delicate voice hasn't lost the laserlike precision."
### Influences
Jackson describes Lena Horne as a profound inspiration, for entertainers of several generations as well as herself. Upon Horne's death, she stated "[Horne] brought much joy into everyone's lives—even the younger generations, younger than myself. She was such a great talent. She opened up such doors for artists like myself." Similarly, she considers Dorothy Dandridge to be one of her idols.
Jackson has declared herself "a very big Joni Mitchell fan", explaining: "As a kid I was drawn to Joni Mitchell records [...] Joni's songs spoke to me in an intimate, personal way." She holds reverence for Tina Turner, stating "Tina has become a heroic figure for many people, especially women, because of her tremendous strength. Personally, Tina doesn't seem to have a beginning or an end in my life. I felt her music was always there, and I feel like it always will be." She has also named other socially conscious acts, such as Tracy Chapman, Sly and the Family Stone, U2, and Bob Dylan as sources of inspiration.
In her early career, Jackson credited her brothers Michael and Jermaine Jackson as musical influences.
## Legacy and influence
The youngest sister of the "precious Jackson clan", Janet Jackson has striven to distance her professional career from that of her older brother Michael and the rest of the Jackson family. Steve Dollar of Newsday wrote that "[s]he projects that home girl-next-door quality that belies her place as the youngest sibling in a family whose inner and outer lives have been as poked at, gossiped about, docudramatized and hard-copied as the Kennedys." Phillip McCarthy of The Sydney Morning Herald noted that throughout her recording career, one of her common conditions for interviewers has been that there would be no mention of Michael. Joshua Klein wrote, "[f]or the first half of her recording career, Janet Jackson sounded like an artist with something to prove. Emerging in 1982 just as big brother Michael was casting his longest shadow, Jackson filled her albums not so much with songs as with declarations, from 'The Pleasure Principle' to the radical-sounding 'Rhythm Nation' to the telling statement of purpose, 'Control'."
Steve Huey of Allmusic asserted that despite being born into a family of entertainers, Janet Jackson has managed to emerge a "superstar" in her own right, rivaling not only several female recording artists including Madonna and Whitney Houston, but also her brother, while "successfully [shifting] her image from a strong, independent young woman to a sexy, mature adult". By forging her own unique identity through her artistry and her business ventures, she has been esteemed as the "Queen of Pop". Klein argued that "stardom was not too hard to predict, but few could have foreseen that Janet—Miss Jackson, if you're nasty—would one day replace Michael as true heir to the Jackson family legacy.".
Jackson has also been recognized for playing a pivotal role in crossing racial boundaries in the recording industry, where black artists were once considered to be substandard. Author Maureen Mahon states: "In the 1980s, Whitney Houston, Michael Jackson, Janet Jackson, and Prince were among the African American artists who crossed over ... When black artists cross over into pop success they cease to be black in the industry sense of the word. They get promoted from racialized black music to universal pop music in an economically driven process of racial transcendence." The Routledge International Encyclopedia of Women: Global Women's Issues and Knowledge documented that Jackson, along with other prominent African-American women, had achieved financial breakthroughs in mainstream popular music, receiving "superstar status" in the process.
She, alongside her contemporaries "offered viable creative, intellectual, and business paths for establishing and maintaining agency, lyrical potency, marketing and ownership". Her business savvy has been compared to that of Madonna, gaining a level of autonomy which enables "creative latitude and access to financial resources and mass-market distribution". A model of reinvention, author Jessie Carney Smith wrote that "Janet has continued to test the limits of her transformative power", receiving accolades in music, film and concert tours throughout the course of her career.
Musicologist Richard J. Ripani identified Jackson as a leader in the development of contemporary R&B, as her music created a unique blend of genre and sound effects which ushered in the use of rap vocals into mainstream R&B. He also argues her signature song "Nasty" influenced the new jack swing genre developed by Teddy Riley. Leon McDermott of the Sunday Herald wrote: "Her million-selling albums in the 1980s helped invent contemporary R&B through Jimmy Jam and Terry Lewis's muscular, lean production; the sinuous grooves threaded through 1986's Control and 1989's Rhythm Nation 1814 are the foundation upon which today's hotshot producers and singers rely." On March 24, 2021, the Library of Congress announced that Janet Jackson's Rhythm Nation 1814 had been added to the National Recording Registry's class of 2020, stating that the album still "resonates today".
Simon Reynolds described Jackson's collaborations with her record producers as a reinvention of the dance-pop genre, introducing a new sonic palate. Den Berry, Virgin Records CEO and Chairman stated: "Janet is the very embodiment of a global superstar. Her artistic brilliance and personal appeal transcend geographic, cultural and generational boundaries." In July 1999, she placed at number 77 on VH1's "100 Greatest Women of Rock and Roll". She also placed at number 134 on their list of the "200 Greatest Pop Culture Icons of All Time", number seven on the "100 Greatest Women In Music", and at number two on the "50 Greatest Women of the Video Era", behind Madonna.
In March 2008, Business Wire reported "Janet Jackson is one of the top ten selling artists in the history of contemporary music; ranked by Billboard magazine as the ninth most successful act in rock and roll history, and the second most successful female artist in pop music history." She is the only female artist in the history of the Hot 100 to have 18 consecutive top ten hit singles, from "Miss You Much" (1989) to "I Get Lonely" (1998). The magazine ranked her at number seven on their Hot 100 50th Anniversary "All-Time Top Artists", making her the third most successful female artist in the history of the chart, following Madonna and Mariah Carey.
In November 2010, Billboard released its "Top 50 R&B / Hip-Hop Artists of the Past 25 Years" list and ranked her at number five. She ranks as the top artist on the chart with 15 number ones in the past twenty-five years, garnering 27 top ten hits between 1985 and 2001, and 33 consecutive top 40 hits from 1985 through 2004. Recipient of eleven Billboard Music Awards, she is one an elite group of musical acts, such as Madonna, Aerosmith, Garth Brooks and Eric Clapton, whom Billboard credits for "redefining the landscape of popular music".
In November 2014, Jackson was voted 'Queen of Pop' by a poll conducted online by VH1.com. In October 2015, she received her first nomination for induction into the Rock and Roll Hall of Fame and four years later was inducted to the Hall. Jackson's music and choreography have inspired numerous performers. Virgin Records executive Lee Trink expressed: "Janet is an icon and historic figure in our culture. She's one of those gifted artists that people look up to, that people emulate, that people want to believe in ... there's not that many superstars that stand the test of time."
Sarah Rodman of the Boston Herald remarked: "For every hand-fluttering, overwrought, melisma addict out there aping Mariah's dog calls, there's an equal number trying to match Jackson's bubbling grooves and fancy footwork, including Britney Spears, Aaliyah and Destiny's Child." Music critic Gene Stout commented she "has so broadly influenced a younger generation of performers, from Jennifer Lopez ... to Britney Spears, who has copied so many of Jackson's dance moves." NSYNC and Usher have credited her for teaching them how to develop stage show into theatrical performance.
Elysa Gardner of USA Today wrote: "Jackson claims not to be bothered by the brigade of barely post-adolescent baby divas who have been inspired by—and, in some cases, have flagrantly aped—the sharp, animated choreography and girlish but decidedly post-feminist feistiness that have long been hallmarks of her performance style." Adrienne Trier-Bieniek stated, "scholars trace the origins of pleasure as a Black feminist commitment within popular culture to Janet Jackson" who inspired the feminist perspective found in many pop stars' careers. Those who are considered to have followed in her footsteps have been referred to as "Janet-come-lately's". Sociologist Shayne Lee commented that "[a]s Janet enters the twilight of her reign as erotic Queen of Pop, Beyoncé emerges as her likely successor." Joan Morgan of Essence magazine remarked: "Jackson's Control, Rhythm Nation 1814 and janet. established the singer-dancer imprimatur standard in pop culture we now take for granted. So when you're thinking of asking Miss Jackson, 'What have you done for me lately?' remember that Britney, Ciara and Beyoncé live in the house that Janet built."
On season 30 of Dancing with the Stars in 2021, the 8th week's theme, "Janet Jackson Night", was dedicated as a tribute to Jackson.
## Personal life
At age 18, Janet Jackson eloped with singer James DeBarge in September 1984. The marriage was annulled in November 1985. In 1986, Jackson began dating dancer/songwriter/director René Elizondo Jr. On March 31, 1991, Jackson married Elizondo Jr. and the marriage was kept a secret until the divorce was announced. In January 1999, the couple separated and were divorced in 2003. Elizondo filed a lawsuit against her, estimated to have been between \$10–25 million, which did not reach a settlement until that year. From 2002 to 2009, Jackson dated music producer/rapper/songwriter Jermaine Dupri.
Jackson was introduced to Qatari businessman Wissam Al Mana in 2006, and began dating him in 2010. The couple became engaged and married privately in 2012. In January 2017, Jackson gave birth to a son. In April 2017, it was announced that the couple had separated and were pursuing a divorce.
## Discography
Studio albums
- Janet Jackson (1982)
- Dream Street (1984)
- Control (1986)
- Janet Jackson's Rhythm Nation 1814 (1989)
- Janet (1993)
- The Velvet Rope (1997)
- All for You (2001)
- Damita Jo (2004)
- 20 Y.O. (2006)
- Discipline (2008)
- Unbreakable (2015)
## Filmography
- Good Times (1977–1979)
- Diff'rent Strokes (1980–1984)
- Fame (1984–1985)
- Poetic Justice (1993)
- Nutty Professor II: The Klumps (2000)
- Why Did I Get Married? (2007)
- Why Did I Get Married Too? (2010)
- For Colored Girls (2010)
- Janet Jackson (2022)
## Tours and residencies
### Concert tours
- Rhythm Nation World Tour 1990 (1990)
- Janet. World Tour (1993–1995)
- The Velvet Rope Tour (1998–1999)
- All for You Tour (2001–2002)
- Rock Witchu Tour (2008)
- Number Ones, Up Close and Personal World Tour (2011)
- Unbreakable World Tour (2015–2016)
- State of the World Tour (2017–2019)
- Janet Jackson: A Special 30th Anniversary Celebration of Rhythm Nation (2019)
- Together Again Tour (2023)
### Concert residencies
- Janet Jackson: Metamorphosis (2019)
## See also
- Honorific nicknames in popular music
- List of artists who reached number one in the United States
- List of best-selling music artists
- List of best-selling music artists in the United States
- List of dancers |
28,189 | Space Shuttle | 1,173,177,008 | Partially reusable launch system and space plane | [
"Aircraft first flown in 1977",
"American inventions",
"Articles containing video clips",
"Crewed spacecraft",
"Historic American Engineering Record in Texas",
"NASA space launch vehicles",
"Partially reusable space launch vehicles",
"Reusable spaceflight technology",
"Space Shuttle program",
"Vehicles introduced in 1981"
]
| The Space Shuttle is a retired, partially reusable low Earth orbital spacecraft system operated from 1981 to 2011 by the U.S. National Aeronautics and Space Administration (NASA) as part of the Space Shuttle program. Its official program name was Space Transportation System (STS), taken from a 1969 plan for a system of reusable spacecraft where it was the only item funded for development.
The first (STS-1) of four orbital test flights occurred in 1981, leading to operational flights (STS-5) beginning in 1982. Five complete Space Shuttle orbiter vehicles were built and flown on a total of 135 missions from 1981 to 2011. They launched from the Kennedy Space Center (KSC) in Florida. Operational missions launched numerous satellites, interplanetary probes, and the Hubble Space Telescope (HST), conducted science experiments in orbit, participated in the Shuttle-Mir program with Russia, and participated in the construction and servicing of the International Space Station (ISS). The Space Shuttle fleet's total mission time was 1,323 days.
Space Shuttle components include the Orbiter Vehicle (OV) with three clustered Rocketdyne RS-25 main engines, a pair of recoverable solid rocket boosters (SRBs), and the expendable external tank (ET) containing liquid hydrogen and liquid oxygen. The Space Shuttle was launched vertically, like a conventional rocket, with the two SRBs operating in parallel with the orbiter's three main engines, which were fueled from the ET. The SRBs were jettisoned before the vehicle reached orbit, while the main engines continued to operate, and the ET was jettisoned after main engine cutoff and just before orbit insertion, which used the orbiter's two Orbital Maneuvering System (OMS) engines. At the conclusion of the mission, the orbiter fired its OMS to deorbit and reenter the atmosphere. The orbiter was protected during reentry by its thermal protection system tiles, and it glided as a spaceplane to a runway landing, usually to the Shuttle Landing Facility at KSC, Florida, or to Rogers Dry Lake in Edwards Air Force Base, California. If the landing occurred at Edwards, the orbiter was flown back to the KSC atop the Shuttle Carrier Aircraft (SCA), a specially modified Boeing 747 designed to carry the shuttle above it.
The first orbiter, Enterprise, was built in 1976 and used in Approach and Landing Tests (ALT), but had no orbital capability. Four fully operational orbiters were initially built: Columbia, Challenger, Discovery, and Atlantis. Of these, two were lost in mission accidents: Challenger in 1986 and Columbia in 2003, with a total of 14 astronauts killed. A fifth operational (and sixth in total) orbiter, Endeavour, was built in 1991 to replace Challenger. The three surviving operational vehicles were retired from service following Atlantis's final flight on July 21, 2011. The U.S. relied on the Russian Soyuz spacecraft to transport astronauts to the ISS from the last Shuttle flight until the launch of the Crew Dragon Demo-2 mission in May 2020.
## Design and development
### Historical background
In the late 1930s, the German government launched the "American Bomber" project, and Eugen Sanger's idea, together with mathematician Irene Bredt, was a winged rocket called the Silbervogel (German for "silver bird"). During the 1950s, the United States Air Force proposed using a reusable piloted glider to perform military operations such as reconnaissance, satellite attack, and air-to-ground weapons employment. In the late 1950s, the Air Force began developing the partially reusable X-20 Dyna-Soar. The Air Force collaborated with NASA on the Dyna-Soar and began training six pilots in June 1961. The rising costs of development and the prioritization of Project Gemini led to the cancellation of the Dyna-Soar program in December 1963. In addition to the Dyna-Soar, the Air Force had conducted a study in 1957 to test the feasibility of reusable boosters. This became the basis for the aerospaceplane, a fully reusable spacecraft that was never developed beyond the initial design phase in 1962–1963.
Beginning in the early 1950s, NASA and the Air Force collaborated on developing lifting bodies to test aircraft that primarily generated lift from their fuselages instead of wings, and tested the NASA M2-F1, Northrop M2-F2, Northrop M2-F3, Northrop HL-10, Martin Marietta X-24A, and the Martin Marietta X-24B. The program tested aerodynamic characteristics that would later be incorporated in design of the Space Shuttle, including unpowered landing from a high altitude and speed.
### Design process
On September 24, 1966, as the Apollo space program neared its design completion, NASA and the Air Force released a joint study concluding that a new vehicle was required to satisfy their respective future demands and that a partially reusable system would be the most cost-effective solution. The head of the NASA Office of Manned Space Flight, George Mueller, announced the plan for a reusable shuttle on August 10, 1968. NASA issued a request for proposal (RFP) for designs of the Integrated Launch and Re-entry Vehicle (ILRV), which would later become the Space Shuttle. Rather than award a contract based upon initial proposals, NASA announced a phased approach for the Space Shuttle contracting and development; Phase A was a request for studies completed by competing aerospace companies, Phase B was a competition between two contractors for a specific contract, Phase C involved designing the details of the spacecraft components, and Phase D was the production of the spacecraft.
In December 1968, NASA created the Space Shuttle Task Group to determine the optimal design for a reusable spacecraft, and issued study contracts to General Dynamics, Lockheed, McDonnell Douglas, and North American Rockwell. In July 1969, the Space Shuttle Task Group issued a report that determined the Shuttle would support short-duration crewed missions and space station, as well as the capabilities to launch, service, and retrieve satellites. The report also created three classes of a future reusable shuttle: Class I would have a reusable orbiter mounted on expendable boosters, Class II would use multiple expendable rocket engines and a single propellant tank (stage-and-a-half), and Class III would have both a reusable orbiter and a reusable booster. In September 1969, the Space Task Group, under the leadership of Vice President Spiro Agnew, issued a report calling for the development of a space shuttle to bring people and cargo to low Earth orbit (LEO), as well as a space tug for transfers between orbits and the Moon, and a reusable nuclear upper stage for deep space travel.
After the release of the Space Shuttle Task Group report, many aerospace engineers favored the Class III, fully reusable design because of perceived savings in hardware costs. Max Faget, a NASA engineer who had worked to design the Mercury capsule, patented a design for a two-stage fully recoverable system with a straight-winged orbiter mounted on a larger straight-winged booster. The Air Force Flight Dynamics Laboratory argued that a straight-wing design would not be able to withstand the high thermal and aerodynamic stresses during reentry, and would not provide the required cross-range capability. Additionally, the Air Force required a larger payload capacity than Faget's design allowed. In January 1971, NASA and Air Force leadership decided that a reusable delta-wing orbiter mounted on an expendable propellant tank would be the optimal design for the Space Shuttle.
After they established the need for a reusable, heavy-lift spacecraft, NASA and the Air Force determined the design requirements of their respective services. The Air Force expected to use the Space Shuttle to launch large satellites, and required it to be capable of lifting 29,000 kg (65,000 lb) to an eastward LEO or 18,000 kg (40,000 lb) into a polar orbit. The satellite designs also required that the Space Shuttle have a 4.6 by 18 m (15 by 60 ft) payload bay. NASA evaluated the F-1 and J-2 engines from the Saturn rockets, and determined that they were insufficient for the requirements of the Space Shuttle; in July 1971, it issued a contract to Rocketdyne to begin development on the RS-25 engine.
NASA reviewed 29 potential designs for the Space Shuttle and determined that a design with two side boosters should be used, and the boosters should be reusable to reduce costs. NASA and the Air Force elected to use solid-propellant boosters because of the lower costs and the ease of refurbishing them for reuse after they landed in the ocean. In January 1972, President Richard Nixon approved the Shuttle, and NASA decided on its final design in March. The development of the Space Shuttle Main Engine (SSME) remained the responsibility of Rocketdyne, and the contract was issued in July 1971, and updated SSME specifications were submitted to Rocketdyne in that April. That August, NASA awarded the contract to build the orbiter to North American Rockwell. In August 1973, the external tank contract to Martin Marietta, and in November the solid-rocket booster contract to Morton Thiokol.
### Development
On June 4, 1974, Rockwell began construction on the first orbiter, OV-101, which would later be named Enterprise. Enterprise was designed as a test vehicle, and did not include engines or heat shielding. Construction was completed on September 17, 1976, and Enterprise was moved to the Edwards Air Force Base to begin testing. Rockwell constructed the Main Propulsion Test Article (MPTA)-098, which was a structural truss mounted to the ET with three RS-25 engines attached. It was tested at the National Space Technology Laboratory (NSTL) to ensure that the engines could safely run through the launch profile. Rockwell conducted mechanical and thermal stress tests on Structural Test Article (STA)-099 to determine the effects of aerodynamic and thermal stresses during launch and reentry.
The beginning of the development of the RS-25 Space Shuttle Main Engine was delayed for nine months while Pratt & Whitney challenged the contract that had been issued to Rocketdyne. The first engine was completed in March 1975, after issues with developing the first throttleable, reusable engine. During engine testing, the RS-25 experienced multiple nozzle failures, as well as broken turbine blades. Despite the problems during testing, NASA ordered the nine RS-25 engines needed for its three orbiters under construction in May 1978.
NASA experienced significant delays in the development of the Space Shuttle's thermal protection system. Previous NASA spacecraft had used ablative heat shields, but those could not be reused. NASA chose to use ceramic tiles for thermal protection, as the shuttle could then be constructed of lightweight aluminum, and the tiles could be individually replaced as needed. Construction began on Columbia on March 27, 1975, and it was delivered to the KSC on March 25, 1979. At the time of its arrival at the KSC, Columbia still had 6,000 of its 30,000 tiles remaining to be installed. However, many of the tiles that had been originally installed had to be replaced, requiring two years of installation before Columbia could fly.
On January 5, 1979, NASA commissioned a second orbiter. Later that month, Rockwell began converting STA-099 to OV-099, later named Challenger. On January 29, 1979, NASA ordered two additional orbiters, OV-103 and OV-104, which were named Discovery and Atlantis. Construction of OV-105, later named Endeavour, began in February 1982, but NASA decided to limit the Space Shuttle fleet to four orbiters in 1983. After the loss of Challenger, NASA resumed production of Endeavour in September 1987.
### Testing
After it arrived at Edwards AFB, Enterprise underwent flight testing with the Shuttle Carrier Aircraft, a Boeing 747 that had been modified to carry the orbiter. In February 1977, Enterprise began the Approach and Landing Tests (ALT) and underwent captive flights, where it remained attached to the Shuttle Carrier Aircraft for the duration of the flight. On August 12, 1977, Enterprise conducted its first glide test, where it detached from the Shuttle Carrier Aircraft and landed at Edwards AFB. After four additional flights, Enterprise was moved to the Marshall Space Flight Center (MSFC) on March 13, 1978. Enterprise underwent shake tests in the Mated Vertical Ground Vibration Test, where it was attached to an external tank and solid rocket boosters, and underwent vibrations to simulate the stresses of launch. In April 1979, Enterprise was taken to the KSC, where it was attached to an external tank and solid rocket boosters, and moved to LC-39. Once installed at the launch pad, the Space Shuttle was used to verify the proper positioning of the launch complex hardware. Enterprise was taken back to California in August 1979, and later served in the development of the SLC-6 at Vandenberg AFB in 1984.
On November 24, 1980, Columbia was mated with its external tank and solid-rocket boosters, and was moved to LC-39 on December 29. The first Space Shuttle mission, STS-1, would be the first time NASA performed a crewed first-flight of a spacecraft. On April 12, 1981, the Space Shuttle launched for the first time, and was piloted by John Young and Robert Crippen. During the two-day mission, Young and Crippen tested equipment on board the shuttle, and found several of the ceramic tiles had fallen off the top side of the Columbia. NASA coordinated with the Air Force to use satellites to image the underside of Columbia, and determined there was no damage. Columbia reentered the atmosphere and landed at Edwards AFB on April 14.
NASA conducted three additional test flights with Columbia in 1981 and 1982. On July 4, 1982, STS-4, flown by Ken Mattingly and Henry Hartsfield, landed on a concrete runway at Edwards AFB. President Ronald Reagan and his wife Nancy met the crew, and delivered a speech. After STS-4, NASA declared its Space Transportation System (STS) operational.
## Description
The Space Shuttle was the first operational orbital spacecraft designed for reuse. Each Space Shuttle orbiter was designed for a projected lifespan of 100 launches or ten years of operational life, although this was later extended. At launch, it consisted of the orbiter, which contained the crew and payload, the external tank (ET), and the two solid rocket boosters (SRBs).
Responsibility for the Shuttle components was spread among multiple NASA field centers. The KSC was responsible for launch, landing, and turnaround operations for equatorial orbits (the only orbit profile actually used in the program). The U.S. Air Force at the Vandenberg Air Force Base was responsible for launch, landing, and turnaround operations for polar orbits (though this was never used). The Johnson Space Center (JSC) served as the central point for all Shuttle operations and the MSFC was responsible for the main engines, external tank, and solid rocket boosters. The John C. Stennis Space Center handled main engine testing, and the Goddard Space Flight Center managed the global tracking network.
### Orbiter
The orbiter had design elements and capabilities of both a rocket and an aircraft to allow it to launch vertically and then land as a glider. Its three-part fuselage provided support for the crew compartment, cargo bay, flight surfaces, and engines. The rear of the orbiter contained the Space Shuttle Main Engines (SSME), which provided thrust during launch, as well as the Orbital Maneuvering System (OMS), which allowed the orbiter to achieve, alter, and exit its orbit once in space. Its double-delta wings were 18 m (60 ft) long, and were swept 81° at the inner leading edge and 45° at the outer leading edge. Each wing had an inboard and outboard elevon to provide flight control during reentry, along with a flap located between the wings, below the engines to control pitch. The orbiter's vertical stabilizer was swept backwards at 45° and contained a rudder that could split to act as a speed brake. The vertical stabilizer also contained a two-part drag parachute system to slow the orbiter after landing. The orbiter used retractable landing gear with a nose landing gear and two main landing gear, each containing two tires. The main landing gear contained two brake assemblies each, and the nose landing gear contained an electro-hydraulic steering mechanism.
#### Crew
The Space Shuttle crew varied per mission. They underwent rigorous testing and training to meet the qualification requirements for their roles. The crew was divided into three categories: Pilots, Mission Specialists, and Payload Specialists. Pilots were further divided into two roles: Space Shuttle Commanders and Space Shuttle Pilots. The test flights only had two members each, the commander and pilot, who were both qualified pilots that could fly and land the orbiter. The on-orbit operations, such as experiments, payload deployment, and EVAs, were conducted primarily by the mission specialists who were specifically trained for their intended missions and systems. Early in the Space Shuttle program, NASA flew with payload specialists, who were typically systems specialists who worked for the company paying for the payload's deployment or operations. The final payload specialist, Gregory B. Jarvis, flew on STS-51-L, and future non-pilots were designated as mission specialists. An astronaut flew as a crewed spaceflight engineer on both STS-51-C and STS-51-J to serve as a military representative for a National Reconnaissance Office payload. A Space Shuttle crew typically had seven astronauts, with STS-61-A flying with eight.
#### Crew compartment
The crew compartment comprised three decks and was the pressurized, habitable area on all Space Shuttle missions. The flight deck consisted of two seats for the commander and pilot, as well as an additional two to four seats for crew members. The mid-deck was located below the flight deck and was where the galley and crew bunks were set up, as well as three or four crew member seats. The mid-deck contained the airlock, which could support two astronauts on an extravehicular activity (EVA), as well as access to pressurized research modules. An equipment bay was below the mid-deck, which stored environmental control and waste management systems.
On the first four Shuttle missions, astronauts wore modified U.S. Air Force high-altitude full-pressure suits, which included a full-pressure helmet during ascent and descent. From the fifth flight, STS-5, until the loss of Challenger, the crew wore one-piece light blue nomex flight suits and partial-pressure helmets. After the Challenger disaster, the crew members wore the Launch Entry Suit (LES), a partial-pressure version of the high-altitude pressure suits with a helmet. In 1994, the LES was replaced by the full-pressure Advanced Crew Escape Suit (ACES), which improved the safety of the astronauts in an emergency situation. Columbia originally had modified SR-71 zero-zero ejection seats installed for the ALT and first four missions, but these were disabled after STS-4 and removed after STS-9.
The flight deck was the top level of the crew compartment and contained the flight controls for the orbiter. The commander sat in the front left seat, and the pilot sat in the front right seat, with two to four additional seats set up for additional crew members. The instrument panels contained over 2,100 displays and controls, and the commander and pilot were both equipped with a heads-up display (HUD) and a Rotational Hand Controller (RHC) to gimbal the engines during powered flight and fly the orbiter during unpowered flight. Both seats also had rudder controls, to allow rudder movement in flight and nose-wheel steering on the ground. The orbiter vehicles were originally installed with the Multifunction CRT Display System (MCDS) to display and control flight information. The MCDS displayed the flight information at the commander and pilot seats, as well as at the aft seating location, and also controlled the data on the HUD. In 1998, Atlantis was upgraded with the Multifunction Electronic Display System (MEDS), which was a glass cockpit upgrade to the flight instruments that replaced the eight MCDS display units with 11 multifunction colored digital screens. MEDS was flown for the first time in May 2000 on STS-98, and the other orbiter vehicles were upgraded to it. The aft section of the flight deck contained windows looking into the payload bay, as well as an RHC to control the Remote Manipulator System during cargo operations. Additionally, the aft flight deck had monitors for a closed-circuit television to view the cargo bay.
The mid-deck contained the crew equipment storage, sleeping area, galley, medical equipment, and hygiene stations for the crew. The crew used modular lockers to store equipment that could be scaled depending on their needs, as well as permanently installed floor compartments. The mid-deck contained a port-side hatch that the crew used for entry and exit while on Earth.
#### Airlock
Airlock is a structure installed to allow movement between two spaces with different gas components, conditions, or pressures. Continuing on the mid-deck structure, each orbiter was originally installed with an internal airlock in the mid-deck. The internal airlock was installed as an external airlock in the payload bay on Discovery, Atlantis, and Endeavour to improve docking with Mir and the ISS, along with the Orbiter Docking System. The airlock module can be fitted in the mid-bay, or connected to it but in the payload bay. With an internal cylindrical volume of 1.60 metres (5 feet 3 inches) diameter and 2.11 metres (6 feet 11 inches) in length, it can hold two suited astronauts. It has two 'D' shaped hatchways 1.02 m (40 in) long (diameter), and 0.91 m (36 in) wide.
#### Flight systems
The orbiter was equipped with an avionics system to provide information and control during atmospheric flight. Its avionics suite contained three microwave scanning beam landing systems, three gyroscopes, three TACANs, three accelerometers, two radar altimeters, two barometric altimeters, three attitude indicators, two Mach indicators, and two Mode C transponders. During reentry, the crew deployed two air data probes once they were traveling slower than Mach 5. The orbiter had three inertial measuring units (IMU) that it used for guidance and navigation during all phases of flight. The orbiter contains two star trackers to align the IMUs while in orbit. The star trackers are deployed while in orbit, and can automatically or manually align on a star. In 1991, NASA began upgrading the inertial measurement units with an inertial navigation system (INS), which provided more accurate location information. In 1993, NASA flew a GPS receiver for the first time aboard STS-51. In 1997, Honeywell began developing an integrated GPS/INS to replace the IMU, INS, and TACAN systems, which first flew on STS-118 in August 2007.
While in orbit, the crew primarily communicated using one of four S band radios, which provided both voice and data communications. Two of the S band radios were phase modulation transceivers, and could transmit and receive information. The other two S band radios were frequency modulation transmitters and were used to transmit data to NASA. As S band radios can operate only within their line of sight, NASA used the Tracking and Data Relay Satellite System and the Spacecraft Tracking and Data Acquisition Network ground stations to communicate with the orbiter throughout its orbit. Additionally, the orbiter deployed a high-bandwidth K<sub>u</sub> band radio out of the cargo bay, which could also be utilized as a rendezvous radar. The orbiter was also equipped with two UHF radios for communications with air traffic control and astronauts conducting EVA.
The Space Shuttle's fly-by-wire control system was entirely reliant on its main computer, the Data Processing System (DPS). The DPS controlled the flight controls and thrusters on the orbiter, as well as the ET and SRBs during launch. The DPS consisted of five general-purpose computers (GPC), two magnetic tape mass memory units (MMUs), and the associated sensors to monitors the Space Shuttle components. The original GPC used was the IBM AP-101B, which used a separate central processing unit (CPU) and input/output processor (IOP), and non-volatile solid-state memory. From 1991 to 1993, the orbiter vehicles were upgraded to the AP-101S, which improved the memory and processing capabilities, and reduced the volume and weight of the computers by combining the CPU and IOP into a single unit. Four of the GPCs were loaded with the Primary Avionics Software System (PASS), which was Space Shuttle-specific software that provided control through all phases of flight. During ascent, maneuvering, reentry, and landing, the four PASS GPCs functioned identically to produce quadruple redundancy and would error check their results. In case of a software error that would cause erroneous reports from the four PASS GPCs, a fifth GPC ran the Backup Flight System, which used a different program and could control the Space Shuttle through ascent, orbit, and reentry, but could not support an entire mission. The five GPCs were separated in three separate bays within the mid-deck to provide redundancy in the event of a cooling fan failure. After achieving orbit, the crew would switch some of the GPCs functions from guidance, navigation, and control (GNC) to systems management (SM) and payload (PL) to support the operational mission. The Space Shuttle was not launched if its flight would run from December to January, as its flight software would have required the orbiter vehicle's computers to be reset at the year change. In 2007, NASA engineers devised a solution so Space Shuttle flights could cross the year-end boundary.
Space Shuttle missions typically brought a portable general support computer (PGSC) that could integrate with the orbiter vehicle's computers and communication suite, as well as monitor scientific and payload data. Early missions brought the Grid Compass, one of the first laptop computers, as the PGSC, but later missions brought Apple and Intel laptops.
#### Payload bay
The payload bay comprised most of the orbiter vehicle's fuselage, and provided the cargo-carrying space for the Space Shuttle's payloads. It was 18 m (60 ft) long and 4.6 m (15 ft) wide, and could accommodate cylindrical payloads up to 4.6 m (15 ft) in diameter. Two payload bay doors hinged on either side of the bay, and provided a relatively airtight seal to protect payloads from heating during launch and reentry. Payloads were secured in the payload bay to the attachment points on the longerons. The payload bay doors served an additional function as radiators for the orbiter vehicle's heat, and were opened upon reaching orbit for heat rejection.
The orbiter could be used in conjunction with a variety of add-on components depending on the mission. This included orbital laboratories, boosters for launching payloads farther into space, the Remote Manipulator System (RMS), and optionally the EDO pallet to extend the mission duration. To limit the fuel consumption while the orbiter was docked at the ISS, the Station-to-Shuttle Power Transfer System (SSPTS) was developed to convert and transfer station power to the orbiter. The SSPTS was first used on STS-118, and was installed on Discovery and Endeavour.
#### Remote Manipulator System
The Remote Manipulator System (RMS), also known as Canadarm, was a mechanical arm attached to the cargo bay. It could be used to grasp and manipulate payloads, as well as serve as a mobile platform for astronauts conducting an EVA. The RMS was built by the Canadian company Spar Aerospace and was controlled by an astronaut inside the orbiter's flight deck using their windows and closed-circuit television. The RMS allowed for six degrees of freedom and had six joints located at three points along the arm. The original RMS could deploy or retrieve payloads up to 29,000 kg (65,000 lb), which was later improved to 270,000 kg (586,000 lb).
#### Spacelab
The Spacelab module was a European-funded pressurized laboratory that was carried within the payload bay and allowed for scientific research while in orbit. The Spacelab module contained two 2.7 m (9 ft) segments that were mounted in the aft end of the payload bay to maintain the center of gravity during flight. Astronauts entered the Spacelab module through a 2.7 or 5.8 m (8.72 or 18.88 ft) tunnel that connected to the airlock. The Spacelab equipment was primarily stored in pallets, which provided storage for both experiments as well as computer and power equipment. Spacelab hardware was flown on 28 missions through 1999 and studied subjects including astronomy, microgravity, radar, and life sciences. Spacelab hardware also supported missions such as Hubble Space Telescope (HST) servicing and space station resupply. The Spacelab module was tested on STS-2 and STS-3, and the first full mission was on STS-9.
#### RS-25 engines
Three RS-25 engines, also known as the Space Shuttle Main Engines (SSME), were mounted on the orbiter's aft fuselage in a triangular pattern. The engine nozzles could gimbal ±10.5° in pitch, and ±8.5° in yaw during ascent to change the direction of their thrust to steer the Shuttle. The titanium alloy reusable engines were independent of the orbiter vehicle and would be removed and replaced in between flights. The RS-25 is a staged-combustion cycle cryogenic engine that used liquid oxygen and hydrogen and had a higher chamber pressure than any previous liquid-fueled rocket. The original main combustion chamber operated at a maximum pressure of 226.5 bar (3,285 psi). The engine nozzle is 287 cm (113 in) tall and has an interior diameter of 229 cm (90.3 in). The nozzle is cooled by 1,080 interior lines carrying liquid hydrogen and is thermally protected by insulative and ablative material.
The RS-25 engines had several improvements to enhance reliability and power. During the development program, Rocketdyne determined that the engine was capable of safe reliable operation at 104% of the originally specified thrust. To keep the engine thrust values consistent with previous documentation and software, NASA kept the originally specified thrust at 100%, but had the RS-25 operate at higher thrust. RS-25 upgrade versions were denoted as Block I and Block II. 109% thrust level was achieved with the Block II engines in 2001, which reduced the chamber pressure to 207.5 bars (3,010 psi), as it had a larger throat area. The normal maximum throttle was 104 percent, with 106% or 109% used for mission aborts.
#### Orbital Maneuvering System
The Orbital Maneuvering System (OMS) consisted of two aft-mounted AJ10-190 engines and the associated propellant tanks. The AJ10 engines used monomethylhydrazine (MMH) oxidized by dinitrogen tetroxide (N<sub>2</sub>O<sub>4</sub>). The pods carried a maximum of 2,140 kg (4,718 lb) of MMH and 3,526 kg (7,773 lb) of N<sub>2</sub>O<sub>4</sub>. The OMS engines were used after main engine cut-off (MECO) for orbital insertion. Throughout the flight, they were used for orbit changes, as well as the deorbit burn prior to reentry. Each OMS engine produced 27,080 N (6,087 lbf) of thrust, and the entire system could provide 305 m/s (1,000 ft/s) of velocity change.
#### Thermal protection system
The orbiter was protected from heat during reentry by the thermal protection system (TPS), a thermal soaking protective layer around the orbiter. In contrast with previous US spacecraft, which had used ablative heat shields, the reusability of the orbiter required a multi-use heat shield. During reentry, the TPS experienced temperatures up to 1,600 °C (3,000 °F), but had to keep the orbiter vehicle's aluminum skin temperature below 180 °C (350 °F). The TPS primarily consisted of four types of tiles. The nose cone and leading edges of the wings experienced temperatures above 1,300 °C (2,300 °F), and were protected by reinforced carbon-carbon tiles (RCC). Thicker RCC tiles were developed and installed in 1998 to prevent damage from micrometeoroid and orbital debris, and were further improved after RCC damage caused in the Columbia disaster. Beginning with STS-114, the orbiter vehicles were equipped with the wing leading edge impact detection system to alert the crew to any potential damage. The entire underside of the orbiter vehicle, as well as the other hottest surfaces, were protected with high-temperature reusable surface insulation. Areas on the upper parts of the orbiter vehicle were coated in a white low-temperature reusable surface insulation, which provided protection for temperatures below 650 °C (1,200 °F). The payload bay doors and parts of the upper wing surfaces were coated in reusable felt surface insulation, as the temperature there remained below 370 °C (700 °F).
### External tank
The Space Shuttle external tank (ET) carried the propellant for the Space Shuttle Main Engines, and connected the orbiter vehicle with the solid rocket boosters. The ET was 47 m (153.8 ft) tall and 8.4 m (27.6 ft) in diameter, and contained separate tanks for liquid oxygen and liquid hydrogen. The liquid oxygen tank was housed in the nose of the ET, and was 15 m (49.3 ft) tall. The liquid hydrogen tank comprised the bulk of the ET, and was 29 m (96.7 ft) tall. The orbiter vehicle was attached to the ET at two umbilical plates, which contained five propellant and two electrical umbilicals, and forward and aft structural attachments. The exterior of the ET was covered in orange spray-on foam to allow it to survive the heat of ascent and to prevent ice formation due to the cryogenic propellants.
The ET provided propellant to the Space Shuttle Main Engines from liftoff until main engine cutoff. The ET separated from the orbiter vehicle 18 seconds after engine cutoff and could be triggered automatically or manually. At the time of separation, the orbiter vehicle retracted its umbilical plates, and the umbilical cords were sealed to prevent excess propellant from venting into the orbiter vehicle. After the bolts attached at the structural attachments were sheared, the ET separated from the orbiter vehicle. At the time of separation, gaseous oxygen was vented from the nose to cause the ET to tumble, ensuring that it would break up upon reentry. The ET was the only major component of the Space Shuttle system that was not reused, and it would travel along a ballistic trajectory into the Indian or Pacific Ocean.
For the first two missions, STS-1 and STS-2, the ET was covered in 270 kg (595 lb) of white fire-retardant latex paint to provide protection against damage from ultraviolet radiation. Further research determined that the orange foam itself was sufficiently protected, and the ET was no longer covered in latex paint beginning on STS-3. A light-weight tank (LWT) was first flown on STS-6, which reduced tank weight by 4,700 kg (10,300 lb). The LWT's weight was reduced by removing components from the hydrogen tank and reducing the thickness of some skin panels. In 1998, a super light-weight ET (SLWT) first flew on STS-91. The SLWT used the 2195 aluminum-lithium alloy, which was 40% stronger and 10% less dense than its predecessor, 2219 aluminum-lithium alloy. The SLWT weighed 3,400 kg (7,500 lb) less than the LWT, which allowed the Space Shuttle to deliver heavy elements to ISS's high inclination orbit.
### Solid Rocket Boosters
The Solid Rocket Boosters (SRB) provided 71.4% of the Space Shuttle's thrust during liftoff and ascent, and were the largest solid-propellant motors ever flown. Each SRB was 45 m (149.2 ft) tall and 3.7 m (12.2 ft) wide, weighed 68,000 kg (150,000 lb), and had a steel exterior approximately 13 mm (.5 in) thick. The SRB's subcomponents were the solid-propellant motor, nose cone, and rocket nozzle. The solid-propellant motor comprised the majority of the SRB's structure. Its casing consisted of 11 steel sections which made up its four main segments. The nose cone housed the forward separation motors and the parachute systems that were used during recovery. The rocket nozzles could gimbal up to 8° to allow for in-flight adjustments.
The rocket motors were each filled with a total 500,000 kg (1,106,640 lb) of solid rocket propellant (APCP+PBAN), and joined in the Vehicle Assembly Building (VAB) at KSC. In addition to providing thrust during the first stage of launch, the SRBs provided structural support for the orbiter vehicle and ET, as they were the only system that was connected to the mobile launcher platform (MLP). At the time of launch, the SRBs were armed at T−5 minutes, and could only be electrically ignited once the RS-25 engines had ignited and were without issue. They each provided 12,500 kN (2,800,000 lbf) of thrust, which was later improved to 13,300 kN (3,000,000 lbf) beginning on STS-8. After expending their fuel, the SRBs were jettisoned approximately two minutes after launch at an altitude of approximately 46 km (150,000 ft). Following separation, they deployed drogue and main parachutes, landed in the ocean, and were recovered by the crews aboard the ships MV Freedom Star and MV Liberty Star. Once they were returned to Cape Canaveral, they were cleaned and disassembled. The rocket motor, igniter, and nozzle were then shipped to Thiokol to be refurbished and reused on subsequent flights.
The SRBs underwent several redesigns throughout the program's lifetime. STS-6 and STS-7 used SRBs that were 2,300 kg (5,000 lb) lighter than the standard-weight cases due to walls that were 0.10 mm (.004 in) thinner, but were determined to be too thin. Subsequent flights until STS-26 used cases that were 0.076 mm (.003 in) thinner than the standard-weight cases, which saved 1,800 kg (4,000 lb). After the Challenger disaster as a result of an O-ring failing at low temperature, the SRBs were redesigned to provide a constant seal regardless of the ambient temperature.
### Support vehicles
The Space Shuttle's operations were supported by vehicles and infrastructure that facilitated its transportation, construction, and crew access. The crawler-transporters carried the MLP and the Space Shuttle from the VAB to the launch site. The Shuttle Carrier Aircraft (SCA) were two modified Boeing 747s that could carry an orbiter on its back. The original SCA (N905NA) was first flown in 1975, and was used for the ALT and ferrying the orbiter from Edwards AFB to the KSC on all missions prior to 1991. A second SCA (N911NA) was acquired in 1988, and was first used to transport Endeavour from the factory to the KSC. Following the retirement of the Space Shuttle, N905NA was put on display at the JSC, and N911NA was put on display at the Joe Davies Heritage Airpark in Palmdale, California. The Crew Transport Vehicle (CTV) was a modified airport jet bridge that was used to assist astronauts to egress from the orbiter after landing, where they would undergo their post-mission medical checkups. The Astrovan transported astronauts from the crew quarters in the Operations and Checkout Building to the launch pad on launch day. The NASA Railroad comprised three locomotives that transported SRB segments from the Florida East Coast Railway in Titusville to the KSC.
## Mission profile
### Launch preparation
The Space Shuttle was prepared for launch primarily in the VAB at the KSC. The SRBs were assembled and attached to the external tank on the MLP. The orbiter vehicle was prepared at the Orbiter Processing Facility (OPF) and transferred to the VAB, where a crane was used to rotate it to the vertical orientation and mate it to the external tank. Once the entire stack was assembled, the MLP was carried for 5.6 km (3.5 mi) to Launch Complex 39 by one of the crawler-transporters. After the Space Shuttle arrived at one of the two launchpads, it would connect to the Fixed and Rotation Service Structures, which provided servicing capabilities, payload insertion, and crew transportation. The crew was transported to the launch pad at T−3 hours and entered the orbiter vehicle, which was closed at T−2 hours. Liquid oxygen and hydrogen were loaded into the external tank via umbilicals that attached to the orbiter vehicle, which began at T−5 hours 35 minutes. At T−3 hours 45 minutes, the hydrogen fast-fill was complete, followed 15 minutes later by the oxygen tank fill. Both tanks were slowly filled up until the launch as the oxygen and hydrogen evaporated.
The launch commit criteria considered precipitation, temperatures, cloud cover, lightning forecast, wind, and humidity. The Space Shuttle was not launched under conditions where it could have been struck by lightning, as its exhaust plume could have triggered lightning by providing a current path to ground after launch, which occurred on Apollo 12. The NASA Anvil Rule for a Shuttle launch stated that an anvil cloud could not appear within a distance of 19 km (10 nmi). The Shuttle Launch Weather Officer monitored conditions until the final decision to scrub a launch was announced. In addition to the weather at the launch site, conditions had to be acceptable at one of the Transatlantic Abort Landing sites and the SRB recovery area.
### Launch
The mission crew and the Launch Control Center (LCC) personnel completed systems checks throughout the countdown. Two built-in holds at T−20 minutes and T−9 minutes provided scheduled breaks to address any issues and additional preparation. After the built-in hold at T−9 minutes, the countdown was automatically controlled by the Ground Launch Sequencer (GLS) at the LCC, which stopped the countdown if it sensed a critical problem with any of the Space Shuttle's onboard systems. At T−3 minutes 45 seconds, the engines began conducting gimbal tests, which were concluded at T−2 minutes 15 seconds. The ground launch processing system handed off the control to the orbiter vehicle's GPCs at T−31 seconds. At T−16 seconds, the GPCs armed the SRBs, the sound suppression system (SPS) began to drench the MLP and SRB trenches with 1,100,000 L (300,000 U.S. gal) of water to protect the orbiter vehicle from damage by acoustical energy and rocket exhaust reflected from the flame trench and MLP during lift-off. At T−10 seconds, hydrogen igniters were activated under each engine bell to quell the stagnant gas inside the cones before ignition. Failure to burn these gases could trip the onboard sensors and create the possibility of an overpressure and explosion of the vehicle during the firing phase. The hydrogen tank's prevalves were opened at T−9.5 seconds in preparation for engine start.
Beginning at T−6.6 seconds, the main engines were ignited sequentially at 120-millisecond intervals. All three RS-25 engines were required to reach 90% rated thrust by T−3 seconds, otherwise the GPCs would initiate an RSLS abort. If all three engines indicated nominal performance by T−3 seconds, they were commanded to gimbal to liftoff configuration and the command would be issued to arm the SRBs for ignition at T−0. Between T−6.6 seconds and T−3 seconds, while the RS-25 engines were firing but the SRBs were still bolted to the pad, the offset thrust would cause the Space Shuttle to pitch down 650 mm (25.5 in) measured at the tip of the external tank; the 3-second delay allowed the stack to return to nearly vertical before SRB ignition. This movement was nicknamed the "twang." At T−0, the eight frangible nuts holding the SRBs to the pad were detonated, the final umbilicals were disconnected, the SSMEs were commanded to 100% throttle, and the SRBs were ignited. By T+0.23 seconds, the SRBs built up enough thrust for liftoff to commence, and reached maximum chamber pressure by T+0.6 seconds. At T−0, the JSC Mission Control Center assumed control of the flight from the LCC.
At T+4 seconds, when the Space Shuttle reached an altitude of 22 meters (73 ft), the RS-25 engines were throttled up to 104.5%. At approximately T+7 seconds, the Space Shuttle rolled to a heads-down orientation at an altitude of 110 meters (350 ft), which reduced aerodynamic stress and provided an improved communication and navigation orientation. Approximately 20–30 seconds into ascent and an altitude of 2,700 meters (9,000 ft), the RS-25 engines were throttled down to 65–72% to reduce the maximum aerodynamic forces at Max Q. Additionally, the shape of the SRB propellant was designed to cause thrust to decrease at the time of Max Q. The GPCs could dynamically control the throttle of the RS-25 engines based upon the performance of the SRBs.
At approximately T+123 seconds and an altitude of 46,000 meters (150,000 ft), pyrotechnic fasteners released the SRBs, which reached an apogee of 67,000 meters (220,000 ft) before parachuting into the Atlantic Ocean. The Space Shuttle continued its ascent using only the RS-25 engines. On earlier missions, the Space Shuttle remained in the heads-down orientation to maintain communications with the tracking station in Bermuda, but later missions, beginning with STS-87, rolled to a heads-up orientation at T+6 minutes for communication with the tracking and data relay satellite constellation. The RS-25 engines were throttled at T+7 minutes 30 seconds to limit vehicle acceleration to 3 g. At 6 seconds prior to main engine cutoff (MECO), which occurred at T+8 minutes 30 seconds, the RS-25 engines were throttled down to 67%. The GPCs controlled ET separation and dumped the remaining liquid oxygen and hydrogen to prevent outgassing while in orbit. The ET continued on a ballistic trajectory and broke up during reentry, with some small pieces landing in the Indian or Pacific Ocean.
Early missions used two firings of the OMS to achieve orbit; the first firing raised the apogee while the second circularized the orbit. Missions after STS-38 used the RS-25 engines to achieve the optimal apogee, and used the OMS engines to circularize the orbit. The orbital altitude and inclination were mission-dependent, and the Space Shuttle's orbits varied from 220 to 620 km (120 to 335 nmi).
### In orbit
The type of mission the Space Shuttle was assigned to dictate the type of orbit that it entered. The initial design of the reusable Space Shuttle envisioned an increasingly cheap launch platform to deploy commercial and government satellites. Early missions routinely ferried satellites, which determined the type of orbit that the orbiter vehicle would enter. Following the Challenger disaster, many commercial payloads were moved to expendable commercial rockets, such as the Delta II. While later missions still launched commercial payloads, Space Shuttle assignments were routinely directed towards scientific payloads, such as the Hubble Space Telescope, Spacelab, and the Galileo spacecraft. Beginning with STS-74, the orbiter vehicle conducted dockings with the Mir space station. In its final decade of operation, the Space Shuttle was used for the construction of the International Space Station. Most missions involved staying in orbit several days to two weeks, although longer missions were possible with the Extended Duration Orbiter pallet. The 17 day 15 hour STS-80 mission was the longest Space Shuttle mission duration.
### Re-entry and landing
Approximately four hours prior to deorbit, the crew began preparing the orbiter vehicle for reentry by closing the payload doors, radiating excess heat, and retracting the Ku band antenna. The orbiter vehicle maneuvered to an upside-down, tail-first orientation and began a 2–4 minute OMS burn approximately 20 minutes before it reentered the atmosphere. The orbiter vehicle reoriented itself to a nose-forward position with a 40° angle-of-attack, and the forward reaction control system (RCS) jets were emptied of fuel and disabled prior to reentry. The orbiter vehicle's reentry was defined as starting at an altitude of 120 km (400,000 ft), when it was traveling at approximately Mach 25. The orbiter vehicle's reentry was controlled by the GPCs, which followed a preset angle-of-attack plan to prevent unsafe heating of the TPS. During reentry, the orbiter's speed was regulated by altering the amount of drag produced, which was controlled by means of angle of attack, as well as bank angle. The latter could be used to control drag without changing the angle of attack. A series of roll reversals were performed to control azimuth while banking. The orbiter vehicle's aft RCS jets were disabled as its ailerons, elevators, and rudder became effective in the lower atmosphere. At an altitude of 46 km (150,000 ft), the orbiter vehicle opened its speed brake on the vertical stabilizer. At 8 minutes 44 seconds prior to landing, the crew deployed the air data probes, and began lowering the angle-of-attack to 36°. The orbiter's maximum glide ratio/lift-to-drag ratio varied considerably with speed, ranging from 1.3 at hypersonic speeds to 4.9 at subsonic speeds. The orbiter vehicle flew to one of the two Heading Alignment Cones, located 48 km (30 mi) away from each end of the runway's centerline, where it made its final turns to dissipate excess energy prior to its approach and landing. Once the orbiter vehicle was traveling subsonically, the crew took over manual control of the flight.
The approach and landing phase began when the orbiter vehicle was at an altitude of 3,000 m (10,000 ft) and traveling at 150 m/s (300 kn). The orbiter followed either a -20° or -18° glideslope and descended at approximately 51 m/s (167 ft/s). The speed brake was used to keep a continuous speed, and crew initiated a pre-flare maneuver to a -1.5° glideslope at an altitude of 610 m (2,000 ft). The landing gear was deployed 10 seconds prior to touchdown, when the orbiter was at an altitude of 91 m (300 ft) and traveling 150 m/s (288 kn). A final flare maneuver reduced the orbiter vehicle's descent rate to 0.9 m/s (3 ft/s), with touchdown occurring at 100–150 m/s (195–295 kn), depending on the weight of the orbiter vehicle. After the landing gear touched down, the crew deployed a drag chute out of the vertical stabilizer, and began wheel braking when the orbiter was traveling slower than 72 m/s (140 kn). After the orbiter's wheels stopped, the crew deactivated the flight components and prepared to exit.
#### Landing sites
The primary Space Shuttle landing site was the Shuttle Landing Facility at KSC, where 78 of the 133 successful landings occurred. In the event of unfavorable landing conditions, the Shuttle could delay its landing or land at an alternate location. The primary alternate was Edwards AFB, which was used for 54 landings. STS-3 landed at the White Sands Space Harbor in New Mexico and required extensive post-processing after exposure to the gypsum-rich sand, some of which was found in Columbia debris after STS-107. Landings at alternate airfields required the Shuttle Carrier Aircraft to transport the orbiter back to Cape Canaveral.
In addition to the pre-planned landing airfields, there were 85 agreed-upon emergency landing sites to be used in different abort scenarios, with 58 located in other countries. The landing locations were chosen based upon political relationships, favorable weather, a runway at least 2,300 m (7,500 ft) long, and TACAN or DME equipment. Additionally, as the orbiter vehicle only had UHF radios, international sites with only VHF radios would have been unable to communicate directly with the crew. Facilities on the east coast of the US were planned for East Coast Abort Landings, while several sites in Europe and Africa were planned in the event of a Transoceanic Abort Landing. The facilities were prepared with equipment and personnel in the event of an emergency shuttle landing but were never used.
### Post-landing processing
After the landing, ground crews approached the orbiter to conduct safety checks. Teams wearing self-contained breathing gear tested for the presence of hydrogen, hydrazine, monomethylhydrazine, nitrogen tetroxide, and ammonia to ensure the landing area was safe. Air conditioning and Freon lines were connected to cool the crew and equipment and dissipate excess heat from reentry. A flight surgeon boarded the orbiter and performed medical checks of the crew before they disembarked. Once the orbiter was secured, it was towed to the OPF to be inspected, repaired, and prepared for the next mission.
## Space Shuttle program
The Space Shuttle flew from April 12, 1981, until July 21, 2011. Throughout the program, the Space Shuttle had 135 missions, of which 133 returned safely. Throughout its lifetime, the Space Shuttle was used to conduct scientific research, deploy commercial, military, and scientific payloads, and was involved in the construction and operation of Mir and the ISS. During its tenure, the Space Shuttle served as the only U.S. vehicle to launch astronauts, of which there was no replacement until the launch of Crew Dragon Demo-2 on May 30, 2020.
### Budget
The overall NASA budget of the Space Shuttle program has been estimated to be \$221 billion (in 2012 dollars). The developers of the Space Shuttle advocated for reusability as a cost-saving measure, which resulted in higher development costs for presumed lower costs-per-launch. During the design of the Space Shuttle, the Phase B proposals were not as cheap as the initial Phase A estimates indicated; Space Shuttle program manager Robert Thompson acknowledged that reducing cost-per-pound was not the primary objective of the further design phases, as other technical requirements could not be met with the reduced costs. Development estimates made in 1972 projected a per-pound cost of payload as low as \$1,109 (in 2012) per pound, but the actual payload costs, not to include the costs for the research and development of the Space Shuttle, were \$37,207 (in 2012) per pound. Per-launch costs varied throughout the program and were dependent on the rate of flights as well as research, development, and investigation proceedings throughout the Space Shuttle program. In 1982, NASA published an estimate of \$260 million (in 2012) per flight, which was based on the prediction of 24 flights per year for a decade. The per-launch cost from 1995 to 2002, when the orbiters and ISS were not being constructed and there was no recovery work following a loss of crew, was \$806 million. NASA published a study in 1999 that concluded that costs were \$576 million (in 2012) if there were seven launches per year. In 2009, NASA determined that the cost of adding a single launch per year was \$252 million (in 2012), which indicated that much of the Space Shuttle program costs are for year-round personnel and operations that continued regardless of the launch rate. Accounting for the entire Space Shuttle program budget, the per-launch cost was \$1.642 billion (in 2012).
### Disasters
On January 28, 1986, STS-51-L disintegrated 73 seconds after launch, due to the failure of the right SRB, killing all seven astronauts on board Challenger. The disaster was caused by the low-temperature impairment of an O-ring, a mission-critical seal used between segments of the SRB casing. Failure of the O-ring allowed hot combustion gases to escape from between the booster sections and burn through the adjacent ET, leading to a sequence of catastrophic events which caused the orbiter to disintegrate. Repeated warnings from design engineers voicing concerns about the lack of evidence of the O-rings' safety when the temperature was below 53 °F (12 °C) had been ignored by NASA managers.
On February 1, 2003, Columbia disintegrated during re-entry, killing all seven of the STS-107 crew, because of damage to the carbon-carbon leading edge of the wing caused during launch. Ground control engineers had made three separate requests for high-resolution images taken by the Department of Defense that would have provided an understanding of the extent of the damage, while NASA's chief TPS engineer requested that astronauts on board Columbia be allowed to leave the vehicle to inspect the damage. NASA managers intervened to stop the Department of Defense's imaging of the orbiter and refused the request for the spacewalk, and thus the feasibility of scenarios for astronaut repair or rescue by Atlantis were not considered by NASA management at the time.
### Criticism
The partial reusability of the Space Shuttle was one of the primary design requirements during its initial development. The technical decisions that dictated the orbiter's return and re-use reduced the per-launch payload capabilities. The original intention was to compensate for this lower payload by lowering the per-launch costs and a high launch frequency. However, the actual costs of a Space Shuttle launch were higher than initially predicted, and the Space Shuttle did not fly the intended 24 missions per year as initially predicted by NASA.
The Space Shuttle was originally intended as a launch vehicle to deploy satellites, which it was primarily used for on the missions prior to the Challenger disaster. NASA's pricing, which was below cost, was lower than expendable launch vehicles; the intention was that the high volume of Space Shuttle missions would compensate for early financial losses. The improvement of expendable launch vehicles and the transition away from commercial payloads on the Space Shuttle resulted in expendable launch vehicles becoming the primary deployment option for satellites. A key customer for the Space Shuttle was the National Reconnaissance Office (NRO) responsible for spy satellites. The existence of NRO's connection was classified through 1993, and secret considerations of NRO payload requirements led to lack of transparency in the program. The proposed Shuttle-Centaur program, cancelled in the wake of the Challenger disaster, would have pushed the spacecraft beyond its operational capacity.
The fatal Challenger and Columbia disasters demonstrated the safety risks of the Space Shuttle that could result in the loss of the crew. The spaceplane design of the orbiter limited the abort options, as the abort scenarios required the controlled flight of the orbiter to a runway or to allow the crew to egress individually, rather than the abort escape options on the Apollo and Soyuz space capsules. Early safety analyses advertised by NASA engineers and management predicted the chance of a catastrophic failure resulting in the death of the crew as ranging from 1 in 100 launches to as rare as 1 in 100,000. Following the loss of two Space Shuttle missions, the risks for the initial missions were reevaluated, and the chance of a catastrophic loss of the vehicle and crew was found to be as high as 1 in 9. NASA management was criticized afterwards for accepting increased risk to the crew in exchange for higher mission rates. Both the Challenger and Columbia reports explained that NASA culture had failed to keep the crew safe by not objectively evaluating the potential risks of the missions.
### Retirement
The Space Shuttle retirement was announced in January 2004. President George W. Bush announced his Vision for Space Exploration, which called for the retirement of the Space Shuttle once it completed construction of the ISS. To ensure the ISS was properly assembled, the contributing partners determined the need for 16 remaining assembly missions in March 2006. One additional Hubble Space Telescope servicing mission was approved in October 2006. Originally, STS-134 was to be the final Space Shuttle mission. However, the Columbia disaster resulted in additional orbiters being prepared for launch on need in the event of a rescue mission. As Atlantis was prepared for the final launch-on-need mission, the decision was made in September 2010 that it would fly as STS-135 with a four-person crew that could remain at the ISS in the event of an emergency. STS-135 launched on July 8, 2011, and landed at the KSC on July 21, 2011, at 5:57 a.m. EDT (09:57 UTC). From then until the launch of Crew Dragon Demo-2 on May 30, 2020, the US launched its astronauts aboard Russian Soyuz spacecraft.
Following each orbiter's final flight, it was processed to make it safe for display. The OMS and RCS systems used presented the primary dangers due to their toxic hypergolic propellant, and most of their components were permanently removed to prevent any dangerous outgassing. Atlantis is on display at the Kennedy Space Center Visitor Complex, Florida, Discovery is at the Udvar-Hazy Center, Virginia, Endeavour is on display at the California Science Center in Los Angeles, and Enterprise is displayed at the Intrepid Sea-Air-Space Museum in New York. Components from the orbiters were transferred to the US Air Force, ISS program, and Russian and Canadian governments. The engines were removed to be used on the Space Launch System, and spare RS-25 nozzles were attached for display purposes.
## In popular culture
The U.S. Postal Service has released several postage issues that depict the Space Shuttle. The first such stamps were issued in 1981, and are on display at the National Postal Museum.
## See also |
21,657,527 | Benjamin Morrell | 1,163,088,694 | American explorer (1795 – c. 1839) | [
"1795 births",
"1839 deaths",
"American explorers",
"American explorers of the Pacific",
"Explorers of Antarctica",
"People from Rye, New York"
]
| Benjamin Morrell (July 5, 1795 – c. 1839) was an American sea captain, explorer and trader who made a number of voyages, mainly to the Atlantic, the Southern Ocean and the Pacific Islands. In a ghost-written memoir, A Narrative of Four Voyages, which describes his sea-going life between 1823 and 1832, Morrell included numerous claims of discovery and achievement, many of which have been disputed by geographers and historians, and in some cases have been proven false. He ended his career as a fugitive, having wrecked his ship and misappropriated parts of the salvaged cargo.
Morrell had an eventful early career running away to sea at the age of 17 and being twice captured and imprisoned by the British during the War of 1812. He subsequently sailed before the mast for several years before being appointed as chief mate, and later as captain, of the New York sealer Wasp. In 1823 he took Wasp for an extended voyage into subantarctic waters, and on his return made unsubstantiated claims to have travelled beyond 70°S and to have sighted new coastlines in the area now known as the Weddell Sea. His subsequent voyages mainly centered on the Pacific, where he attempted to develop trading relations with the indigenous populations. Although Morrell wrote of the enormous potential wealth to be obtained from the Pacific trade, his endeavours were, in the main, commercially unprofitable.
Despite his reputation among his contemporaries for untruth and fantasy, Morrell has been defended by some later commentators who, while questioning his general reliability, maintain that not all his life was fraud and exaggeration. They believe that aside from the bombast and boastful tone of the account that carries his name, there is evidence that he carried out useful work, such as his discovery of large-scale guano deposits which led to the development of a full-scale industry. He is believed to have died in 1838 or 1839, in Mozambique; there is, however, evidence to suggest that this death might have been staged, and that he lived on in exile, possibly in South America.
## Early life and career
Morrell was born at Rye, in Westchester County, New York, on July 5, 1795. He grew up in Stonington, Connecticut, where his father, also named Benjamin, was employed as a shipbuilder. Morrell, after minimal schooling, ran away to sea at the age of 17 "without taking leave of any member of my family, or intimating my purpose to a single soul". During the War of 1812, which broke out while he was at sea, he was twice captured by the British; on his first voyage, his ship, carrying a cargo of flour, was intercepted off St John's, Newfoundland, and Morrell was detained for eight months. His second voyage landed him in Dartmoor prison, England, for two years. After his release Morrell continued his seafaring career, sailing before the mast as an ordinary seaman since his lack of education prevented him advancing to officer rank. A sympathetic captain, Josiah Macy, taught him what he needed to know to qualify as an officer, and in 1821 he was appointed chief mate on the sealer Wasp, under Captain Robert Johnson.
Wasp was bound for the South Shetland Islands, which had been discovered three years earlier by the British Captain William Smith. Morrell, who had evidently heard stories of these islands, was keen to go there. On the ensuing voyage he was involved in a series of "remarkable adventures" which included a narrow escape from drowning, then being lost at sea in a small boat during a gale that swept him 50 nautical miles (58 mi; 93 km) from the ship, and leading efforts to extricate Wasp when she became trapped in the ice. On the day following his return to New York, Morrell was appointed captain of Wasp, while Johnson took over the schooner Henry. The two ships were jointly commissioned to return to the South Seas for sealing, trading and exploration, and "to ascertain the practicality, under favourable circumstances, of penetrating to the South Pole."
## Four voyages
### First voyage: South Seas and Pacific Ocean
Wasp and Henry sailed from New York on June 21, 1822, and remained together as far as the Falkland Islands. They then separated, Wasp travelling east in search of sealing grounds. Morrell's account of the next few months of the voyage, in Antarctic and subantarctic waters, is controversial. His claims of distances he travelled, latitudes he reached, and discoveries he made have been challenged as inaccurate or impossible, giving substance to his reputation among his contemporaries for untruth, and leading to much criticism by later writers.
#### Antarctic waters
Morrell's journal indicates that Wasp reached South Georgia on November 20, and then sailed eastwards towards the isolated Bouvet Island, which lies approximately midway between Southern Africa and the Antarctic continent and is known as the world's remotest island. It had been discovered in 1739 by the French navigator Jean-Baptiste Charles Bouvet de Lozier, but his plotting of its position was inaccurate; Captain James Cook, in 1772, had been unable to find it and had assumed its nonexistence. It had not been seen again until 1808, when the British sealing captains James Lindsay and Thomas Hopper reached it and recorded its correct position, although they were unable to land. Morrell, by his own account, found the island without difficulty—with "improbable ease", in the words of historian William Mills— before landing and hunting seals there. In his subsequent lengthy description, Morrell does not mention the island's most obvious physical feature, its permanent ice cover. This has caused some commentators to doubt that he actually visited the island.
After leaving Bouvet Island, Wasp continued eastward, reaching the Kerguelen Islands on December 31, 1822, where she remained for 11 days. The voyage then evidently continued to the south and east until February 1, 1823, when Morrell records his position as 65°52'S, 118°27'E. Here, Morrell says he took advantage of an eleven-knot breeze and turned the ship, to begin a passage westward. Apart from one undated position at 69°11'S, 48°15'E, Morrell's journal is silent until February 23, when he records crossing the Greenwich (0°) meridian. Historians have doubted that such a long passage from 118°E, about 3,500 nautical miles (4,000 mi; 6,500 km), could have been made so quickly in ice-strewn waters and against the prevailing winds. Although some writers, including former Royal Navy navigator Rupert Gould, have argued that Morrell's claims as to speed and distance are plausible, Morrell's undated interim latitude was later shown to be well inside the Antarctic mainland territory of Enderby Land. Gould, writing in 1928 before the continental boundaries of this sector of Antarctica were known, based his support for Morrell on the premise that Enderby Land was an island with a sea channel south of it. He added: "If at some future date Enderby Land is found to form part of the Antarctic continent, Morrell's most inveterate champions will, perforce, have to throw up the sponge."
According to Morrell, Wasp reached the South Sandwich Islands on February 28. His presence there is corroborated by his descriptions of the harbour on Thule Island, confirmed by the early 20th century expeditions. In the next phase of the voyage Morrell records that he took Wasp southwards and, the sea being remarkably clear of ice, reached a latitude of 70°14'S before turning north on March 14 as fuel for the ship's stoves was running out. This journey, if Morrell's account is true, made him the first American sea-captain to penetrate the Antarctic Circle. He believed, he says, that but for this deficiency he could have "made a glorious advance directly to the South Pole, or to 85° without the least doubt". Some credence to his claimed southern latitude is provided by James Weddell's voyage on a similar track, a month earlier, which reached 74°15'S before retreating. The words used by Weddell to express his belief that the South Pole lay in open water are replicated by Morrell, whose account was written nine years after the event. Thus it is suggested by geographer Paul Simpson-Housley that Morrell may have plagiarised Weddell's experiences, since Weddell's account had been published in 1827.
#### New South Greenland
Morrell's account describes how on the day after turning north from his southernmost point, a large tract of land was sighted in the region of 67°52'S, 44°11'W. Morrell refers to this land as "New South Greenland", and records that during the next few days Wasp explored more than 300 nautical miles (350 mi; 560 km) of coast. Morrell provided vivid descriptions of the land's features, with observations of its abundant wildlife. No such land exists; other appearances of land at or near this bearing, reported during the 1842 expedition of Sir James Clark Ross, have likewise proved imaginary. In 1917 the British explorer William Speirs Bruce wrote that the existence of land in this area "should not be rejected until absolutely disproved." By this time both Wilhelm Filchner and Ernest Shackleton, in their respective ice-bound ships, had drifted close to the plotted positions of New South Greenland and reported no sign of it. It has been suggested that what Morrell saw was actually the eastern coast of the Antarctic Peninsula, some 400 nautical miles (460 mi; 740 km) further west from his sighting. This would require a navigational error of at least 10°, and a complete revision of Morrell's timeline after leaving the South Sandwich Islands. Assuming that Morrell did not invent the experience, a possible explanation is that he witnessed a superior mirage.
#### Pacific and home
On March 19 Morrell "bade farewell to the cheerless shores of New South Greenland", and sailed away from the Antarctic never to return. The remaining stages of the voyage are uncontroversial, involving a year-long cruise in the Pacific Ocean. This took Wasp to the Galápagos Islands and also to the island of Más a Tierra where, a century earlier, the Scottish seaman Alexander Selkirk had been marooned, providing the inspiration for the Robinson Crusoe story. Wasp returned to New York in May 1824. There, he found that his wife whom he had married in 1819, not named in any accounts of Morrell's life or career, and his two small children, likewise unnamed, had all died. He quickly married his 15-year-old cousin, Abigail Jane Wood ("Abby").
### Second voyage: North and South Pacific
For his second voyage Morrell took charge of a new ship, Tartar, which sailed from New York on July 19, 1824, for the Pacific Ocean. In the next two years Tartar first explored the American coastline from the Straits of Magellan to Cape Blanco (now in Oregon). He then sailed westward to the islands of Hawaii, known at that time as the Sandwich Islands, where Captain James Cook had met his death nearly 40 years earlier. He claims to have discovered two new islands, Byers's Island and Morell's Island. Thereafter Tartar returned to the American coast and tracked slowly southwards back to the Straits of Magellan.
Among the events witnessed and recorded in Morrell's journal were the siege of Callao, the main port of Peru, by Simón Bolívar's liberators, and a spectacular volcanic eruption on Fernandina Island in the Galápagos archipelago, which Tartar visited during February 1825. Fernandina, then known as Narborough Island, exploded on February 14. In Morrell's words "The heavens appeared to be one blaze of fire, intermingling with millions of falling stars and meteors; while the flames shot upward from the peak of Narborough to the height of at least two thousand feet." Morrell reports that the air temperature reached 123 °F (51 °C), and as Tartar approached the river of lava flowing into the sea, the water temperature rose to 150 °F (66 °C). Some of the crew collapsed in the heat.
Morrell also records how a hunting trip ashore in California led to a skirmish with the locals which turned into a full-scale battle ending, he says, with seventeen natives dead and seven of Tartars men wounded. Morrell claims that he was among the casualties, with an arrow in his thigh. Of a visit to San Francisco Morrell writes: "The inhabitants are principally Mexicans and Spaniards who are very indolent and consequently very filthy." After revisiting the Galapagos Islands and gathering a harvest of fur seal and terrapin, Tartar began a slow journey home on October 13, 1825. As they left the Pacific Morrell claimed to have personally inspected and identified every danger existing along the American Pacific coast. Tartar finally reached New York Harbor on May 8, 1826, with a main cargo of 6,000 fur seals. This haul did not please Morrell's employers, who had evidently expected rather more. "The reception I met from my owners was cold and repulsive", he wrote. "The Tartar did not return home laden with silver and gold, and therefore my toils and dangers counted for nothing".
### Third voyage: West African coast
In 1828 Morrell was engaged by Messrs. Christian Bergh & Co. to take command of the schooner Antarctic (named, he claims, in honour of his earlier Antarctic achievements). Antarctic left New York on June 25, 1828, bound for Western Africa. During the following months Morrell carried out an extensive survey of the African coast between the Cape of Good Hope and Benguela, and led several short excursions inland. He was impressed by the commercial potential of this coast, recording that "many kinds of skins may be procured about here, including those of the leopard, fox, bullock, together with ostrich feathers and valuable minerals". At Ichaboe Island he discovered huge deposits of guano, 25 feet thick. In the face of such opportunity he records his belief that a \$30,000 investment would produce in two years a profit "from ten to fifteen hundred per cent."
During the voyage Morrell experienced several encounters with the slave trade, first at the Cape Verde Islands, then a centre for the trade because of its geographical position in relation to the Americas, Europe and Africa. He found the slaves' conditions wretched, but was impressed by their passion for music which, he thought, "can alleviate even the pangs caused by the galling fetters of slavery". Later in the voyage he witnessed what he describes as "horrid barbarity", including the spectacle of two women slaves in their death agonies as a result of floggings. A lengthy soliloquy in his journal on the evils of slavery concludes: "[T]he root, the source, the foundation of the evil is the ignorance and superstition of the poor negroes themselves". On June 8, 1829, Morrell wrote in his journal: "The voyage had been prosperous beyond our expectations, and any further stay on the African coast would have been a waste of time and money". He arrived in New York on July 14.
### Fourth voyage: South Seas and Pacific Ocean
According to Morrell, Antarctic'''s owners were unanimous that he should make another voyage with the ship, and in September 1829 Antarctic left New York, bound for the South Atlantic and Pacific in search of seals. At her own insistence, and against Morrell's and the owners' advice, his wife Abby Jane Morrell accompanied him. By January 1830 Antarctic had reached the Auckland Islands, south of New Zealand, where Morrell had hoped for a rich harvest of seal, but found the waters empty. He sailed north for Manila in the Philippines, hoping to find a commercial cargo there, and arrived in March 1830. No such cargo was available, but Morrell was persuaded by the American consul, George Hubbell, that a potentially profitable enterprise would be to collect sea cucumbers (otherwise known as "Bêche-de-mer"), plentifully available in the islands now known as Micronesia. These could then be taken to China where they were much prized.
Hubbell would not permit Antarctic to sail with Abby on board; possibly he had designs on her. Morrell sailed from Manila without her, and initially had little luck in finding sea cucumbers in any quantity. Eventually Antarctic reached the Carteret Islands, a small atoll which now forms part of Papua New Guinea, and found sea cucumbers in abundance. Morrell set up camp on one of the islands, where he faced a hostile reception from the population, who were nevertheless intrigued by their first sight of metal. There were thefts of tools; Morrell responded by holding several chiefs as hostages, at which the islanders mounted a full-scale attack on Morrell's shore base. Fourteen crew members were killed; Antarctic was forced to make a hasty withdrawal, leaving much equipment behind.
Morrell retreated to Manila, planning retaliation. He hired a large number of Manilans to augment his crew, and with a help of a loan from the British consul, adapted Antarctica and fitted her with guns and cannons. The ship, with Abby now on board, returned to the Carteret Islands and attacked with gunfire. After a series of such assaults and heavy casualties, the population sued for peace. This enabled Morrell to occupy one of the islands in exchange for cutlery, trinkets, tools and other metal artefacts. The peace was temporary; Morrell's shore camp was continually harassed by the population. Finally, Morrell decided to abandon the enterprise, citing the "unappeasable vindictiveness and incessant hostilities" of the native population.
On November 13, 1830, while returning to Manila, Antarctica anchored off the coast of the island of Uneapa (in today's West New Britain Province). A flotilla of native canoes approached the ship, full of apparently well-armed and aggressive islanders. After his experiences at Carteret Island, Morrell took no chances and ordered his crew to fire. The small craft were shattered; many died, while others manage to regain the shore. One man, who had clung to Antarctics rudder, was hauled on board as a prisoner. The crew named him "Sunday"—his actual name was Dako. An account of this engagement was entered into the ship's log by John Keeler, the ship's young navigator. Just over a week later, on November 22, a skirmish in the Ninigo Islands brought Morrell another captive, whom the crew named "Monday" (his true name was never discovered). With two native prisoners, but little else to show from this venture, Antarctic returned to Manila in mid-December.
By now desperate for some profitable activity, Morrell made some money by displaying Dako and Monday to a fascinated public. The only maritime opportunity available was to take a cargo to Cádiz, which he was obliged to accept. He left Manila on January 13, 1831, taking his captives with him. When Antarctic reached Cádiz five months later the port was under quarantine and closed. He was forced to discharge the cargo in Bordeaux, where Dako and Monday, rumored in the town to be cannibals, again attracted great curiosity. Antarctic finally reached New York on August 27, 1831; despite his lack of commercial success, Morrell remained upbeat about future prospects in the Pacific. "I could, with only a modest share of patronage ... open a new avenue of trade more lucrative than any that our country has ever yet enjoyed, and further, it would be in my power, and mine alone, to secure the monopoly for any term I pleased." In the final paragraph of his account of the Morrell records that his wife's father, her aunt and her aunt's child had all died during his absence, as had one of Morrell's cousins and her husband.
## Later career
### Money-making
When he returned to New York after his profitless fourth voyage, Morrell was heavily in debt and in urgent need of funds. Newspapers showed great interest in the story of the voyage, and Morrell was keen to cash in. Within a few days of his arrival he had organised a stage show, entitled "Two Cannibals of the Islands of the South Pacific". This spectacle, embellished with accounts of the massacre at Carteret Island and other dramatic inclusions, played to large crowds at New York's Rubens Peale museum. In October 1831 Morrell took the show on a tour, which began in Albany on October 10. Among those who visited the show was the 12-year-old Herman Melville, the future author of Moby-Dick, who may have based the character of Queequeg on his memory of Dako. The tour proceeded to Philadelphia, Baltimore and finally Washington D.C., before ending in January 1832, at which point Morrell returned the show to Peale's.
Morrell's second projected source of funds was his account of his voyages, which the firm of J. and J. Harper were willing to publish. They engaged an experienced writer and dramatist, Samuel Woodworth, to make sense of Morrell's notes and sea journals, although Woodworth's role as ghost writer was not made public. Abby Morrell's journals received similar treatment from another established author, Samuel Knapp. His book was published in December 1832, hers early in 1833. Morrell's was very successful and sold well; the New York Mirror found it "a highly interesting and instructive work", with "stirring adventures and much geographical and nautical information". France's leading explorer Jules Dumont d'Urville was complimentary, acknowledging Morrell as "courageous, skilled and dedicated"; the explorer and journalist Jeremiah Reynolds, on the other hand, observed that the account contained more poetry than truth. Abby's book attracted less attention. It purported to be written to promote "the amelioration of the condition of the American seaman", a subject in which she had not otherwise evinced interest. Woodworth exploited the public's curiosity by preparing a stage play, The Cannibals, which opened at the Bowery Theatre, New York, in March 1833 and had a lengthy and successful run. Morrell's ghosted account was one of the sources used by Edgar Allan Poe in his novel The Narrative of Arthur Gordon Pym.
### Return to the Pacific
With the restoration of his fortunes and his new-found fame, Morrell began plans for a further Pacific voyage, intending to return Dako and Monday to their islands and exploit further trading opportunities. Having lobbied unsuccessfully for Congressional funding, Morrell eventually found backers who secured a converted brigantine, Margaret Oakley, in which he set sail from New York on March 9, 1834. Among the crew was Samuel Woodworth's 18-year-old son Selim Woodworth, whose journals and letters provided a record of the voyage. Monday was not with them; he had died a year previously.
Margaret Oakley took the westerly route to the Pacific, across the Atlantic to the Cape Verde Islands, then south to the Cape of Good Hope and across the Indian Ocean, arriving in the vicinity of Dako's home islands in November 1834. Dako was received rapturously by his people, as one who had returned from the dead. Morrell remained in the area for several months, exploring and collecting artefacts, before departing in April 1835 for Port Jackson (Sydney Harbour) in Australia for repairs and repainting. By June, Morrell was back among the Pacific islands, where he took his final leave of Dako. After a fruitless interval prospecting for gold on the New Guinea mainland, Morrell took the ship to Canton in China, where he found a valuable cargo for New York on which he anticipated a profit of \$100,000.
After leaving Canton on November 14, Margaret Oakley was delayed in Singapore by bad weather, where some of the cargo was sold to pay for repairs. The ship left Singapore on December 31, 1835, and was seen off Mauritius in early February 1836, but then disappeared. She was given up for lost with all her crew before, months later, news arrived in Mauritius that she had been wrecked on the coast of Madagascar. The crew was rescued, although much of the ship's cargo was lost in the wreck, and more was used to pay off the rescuers and other of Morrell's debts. When representatives of the insurers arrived in Madagascar to assess the loss, they discovered that Morrell had departed, taking part of the remaining cargo with him. He found his way to South Africa, where he boarded a British ship, Rio Packet, bound for London. Outside US jurisdiction, he was beyond the reach of the American authorities, who equated his actions with piracy.
### Final years and death
In London early in 1837, Morrell attempted to convert some of the purloined cargo into cash, but word of his activities had spread, and the proceeds were immediately confiscated by agents acting for Margaret Oakley's insurers. His reputation as a probable fraud prevented him from finding new employment; he sought work with the shipping firm of Enderby Brothers, but Charles Enderby said that "he had heard so much of [Morrell] that he did not think fit to enter into any engagement with him." Thwarted in London, Morrell turned his attention to France. He had heard that d'Urville was organising an expedition to the Antarctic, and on June 20, 1837, wrote to the French Geographical Society in Paris to offer his services: "I will engage to place the Proud Banner of France ten degrees nearer the Pole than any other Banner has ever been planted, providing I can obtain the command of a Small schooner ... properly manned and equipped". His offer was declined; Morrell was by now regarded as a fraud in France as well as in Britain and America.
It is not known how Morrell supported himself during his months in London; it is possible that Abby sent him funds from America. Somehow, in the autumn of 1837 he made his way to Havana in Cuba, after which his movements are unclear. It appears that he eventually obtained command of a vessel, possibly the Christine, and that he sailed in September 1838, probably planning a return to the Pacific. He got no further than Mozambique on the East African coast; his ship was wrecked, and Morrell was stranded ashore. He is reported to have died, either of fever or during an insurrection, in late 1838 or early 1839. This story is complicated by an alternative account indicating that Christine was wrecked a year later, early in 1840, although whether Morrell was alive and in command by that date is unrecorded. Christine was known as a slave ship, which raises the possibility that in his final years Morrell was engaged with the slave trade. Fairhead suggests an alternative hypothesis: that Morrell staged his death in Mozambique, to evade Margaret Oakley's insurers. In this scenario he may have escaped to South America and lived out his days there. A letter dated August 11, 1843, to the editor of The New York Commercial Advertiser and signed "Morrell" could have been written, Fairhead maintains, only by someone with intimate knowledge of the Oakley voyage. Fairhead offers no explanation why Morrell, if alive, should break his silence other than: "Perhaps, like many criminals, he could not resist flaunting himself".
There is little documented history for Abby Morrell after 1838: two records, respectively dated 1841 and 1850, place her in New York, but details of her life and eventual death are unknown.
## Assessment
Despite Morrell's exposure as a fraud following the Margaret Oakley debacle, his contemporaries did not uniformly denounce him. To some, he was "the biggest liar in the Pacific", and d'Urville, who had earlier warmly praised Morrell's Four Voyages account, turned on the American and accused him of fabricating many of his supposed discoveries. However, Jeremiah Reynolds, who had expressed scepticism over the narrative, included Morrell's Pacific discoveries in his report to Congress A Report in relation to islands, reefs, and shoals in the Pacific Ocean. This, says Simpson-Housley, was surely a compliment to the otherwise disgraced navigator.
Later commentators and historians have tended to assess his career with a degree of sympathy. Hugh Robert Mill of the Royal Geographical Society, writing in 1905, considered that a man may be ignorant and boastful, yet still do solid work. Mill thought Morrell "intolerably vain, and as great a braggart as any hero of autobiographical romance", but still found the narrative itself "most entertaining". Rupert Gould, writing in 1928, thought that Morrell may have been boastful and self-aggrandizing, but that did not make him a deliberate liar. Gould points to the accurate information provided by Morrell on the discovery of the guano deposits on Ichaboe Island, which laid the foundations of a flourishing industry.
William Mills, a much more recent commentator, echoes the view that "something may be salvaged from Morrell's account, although much of it must be discarded". In regard to the Antarctic discoveries, which are Mills's particular concern, he points out that these are given no special emphasis. Morrell does not seem to regard the Antarctic expedition as particularly remarkable, and the discovery of "New South Greenland" is not claimed by Morrell himself but is credited to Captain Johnson in 1821. In the preface to his Four Voyages'' book, Morrell admits that he incorporated the experiences of others into his account. Paul Simpson-Housley suggests that as well as adapting Weddell's narrative as his own experience, Morrell may have taken the details of his 1823 visit to Bouvet Island from the records of an 1825 visit by Captain George Norris,
As a reminder of Morrell's brief Antarctic exploits, Morrell Island, at 59°27'S, 27°19'W, is an alternative name for Thule Island in the Southern Thule sub-group of the South Sandwich Islands. During his Pacific travels Morrell encountered groups of islands that were not on his charts, treated them as new discoveries and named them after various New York acquaintances – Westervelt, Bergh, Livingstone, Skiddy. One was named "Young William Group" after Morrell's infant son. None of these names appear in modern maps, although the "Livingstone Group" has been identified with Namonuito Atoll, and "Bergh's Group" with the Chuuk Islands. |
12,987,078 | Second Ostend Raid | 1,165,236,173 | 1918 Royal Navy operation to block Ostend Harbour | [
"Conflicts in 1918",
"May 1918 events",
"Naval battles of World War I involving Germany",
"Naval battles of World War I involving the United Kingdom",
"North Sea operations of World War I",
"Ostend"
]
| The Second Ostend Raid (officially known as Operation VS) was the later of two failed attempts made during the spring of 1918 by the United Kingdom's Royal Navy to block the channels leading to the Belgian port of Ostend as a part of its conflict with the German Empire during World War I. Due to the significant strategic advantages conferred by the Belgian ports, the Imperial German Navy had used Ostend as a base for the U-boat campaign during the Battle of the Atlantic since 1915.
A successful blockade of these bases would have forced German submarines to operate out of more distant ports, such as Wilhelmshaven, on the German coast. This would expose them for longer to Allied countermeasures and reduce the time they could spend raiding. The ports of Ostend and Zeebrugge (partially blocked in the Zeebrugge Raid three weeks previously) provided sea access via canals for the major inland port of Bruges. Bruges was used as a base for small warships and submarines. As it was 6 mi (5.2 nmi; 9.7 km) inland, it was immune to most naval artillery fire and coastal raids, providing a safe harbour for training and repair.
The First Ostend Raid on 23 April 1918 was largely a failure, the blockships grounded too far from the channels to obstruct them. The second attempt also failed, due to heavy German resistance and British navigational difficulties in poor weather. In anticipation of a raid, the Germans had removed the navigation buoys and without them the British had difficulty finding the narrow channel into the harbour in poor weather. When they did discover the entrance, German resistance proved too strong for the operation to be completed as originally planned: the obsolete cruiser HMS Vindictive was sunk, but only partially blocked the channel.
Despite its failure, the raid was presented in Britain as a courageous and daring gamble that came close to success. Three Victoria Crosses and numerous other gallantry medals were awarded to sailors who participated in the operation. British forces had moderate casualties in the raid, while German losses were minimal.
## Bruges
After the German Army captured much of Belgium following the Battle of the Frontiers in 1914, the Allied forces were left holding a thin strip of coastline to the west of the Yser. The remainder of the Belgian coast came under the occupation of German Marine Divisions, including the important strategic ports of Antwerp and Bruges. A network of canals connected Bruges with the coast at Ostend and Zeebrugge, through which small warships such as destroyers, light cruisers and submarines could travel and find a safe harbour from which to launch raids into the English Channel and along the coasts of southeast England. U-boats could also depart from Bruges at night, cutting a day off the journey to the Western Approaches, more easily avoiding the North Sea Mine Barrage and allowing U-boat captains to gain familiarity with the net and mine defences of the English Channel, through which they had to pass to reach the main battlegrounds of the Atlantic.
In 1915–1916, the German navy had developed Bruges from a small Flanders port into a major naval centre with large concrete bunkers to shelter U-boats, extensive barracks and training facilities for U-boat crews, and similar facilities for other classes of raiding warship. Bruges was therefore a vital asset in the German navy's increasingly desperate struggle to prevent Britain from receiving food and matériel from the rest of the world. The significance of Bruges was not lost on British naval planners and two previous attempts to close the exit at Ostend, the smaller and narrower of the Bruges canals, had ended in failure. On 7 September 1915, four Lord Clive-class monitors of the Dover Patrol had bombarded the dockyard, while German coastal artillery returned fire. Only 14 rounds were fired by the British with the result that only part of the dockyard was set on fire. In a bombardment on 22 September 1917, the lock gates were hit causing the basin to drain at low water.
Two years passed before the next attempt on the Ostend locks. The First Ostend Raid was conducted in tandem with the similar Zeebrugge Raid led by Acting Vice-Admiral Roger Keyes on 23 April 1918; a large scale operation to block the wider canal at Zeebrugge. Both attacks largely failed, but while at Zeebrugge the operation came so close to success that it took several months for the British authorities to realise that it had been unsuccessful, at Ostend the attack had ended catastrophically. Both blockships intended to close off the canal had grounded over half a mile from their intended location and been scuttled by their crews under heavy artillery and long-range small arms fire, which caused severe casualties. Thus while Zeebrugge seemed to be blocked entirely, Ostend was open wide, nullifying any success that might have been achieved at the other port.
## Planning
As British forces on the southeast coast of Britain regrouped, remanned and repaired following heavy losses at Zeebrugge, Keyes planned a return to Ostend with the intention of blocking the canal and consequently severing Bruges from the sea, closing the harbour and trapping the 18 U-boats and 25 destroyers present for months to come. Volunteers from among the force that had failed in April aided the planning with advice based on their experience on the previous operation. Among these volunteers were Lieutenant-Commander Henry Hardy of HMS Sirius, Commander Alfred Godsal, former captain of HMS Brilliant, and Brilliant's first lieutenant Victor Crutchley. These officers approached Commodore Hubert Lynes and Admiral Roger Keyes with a refined plan for a second attempt to block the port. Other officers came forward to participate and Keyes and Lynes devised an operational plan to attack the canal mouth at Ostend once again.
Two obsolete cruisers—the aged HMS Sappho and the battered veteran of Zeebrugge, HMS Vindictive—were fitted out for the operation by having their non-essential equipment stripped out, their essential equipment reinforced and picked crews selected from volunteers. The ships' forward ballast tanks were filled with concrete to both protect their bows during the attack, and act as a more lasting obstacle once sunk. Vindictive was commanded by Godsal; her six officers and 48 crew were all volunteer veterans of the previous failed attempt by Brilliant. The two sacrificial cruisers were, as with the previous attack, accompanied by four heavy monitors under Keyes' command, eight destroyers under Lynes in HMS Faulknor and five motor launches. Like the blockships, the launches were all crewed by volunteers; mostly veterans of previous operations against the Belgian ports.
The plan was similar to the failed operation of three weeks previously. Weather dependent, under cover of a smoke screen, aerial bombardment and offshore artillery, the blockships would steam directly into the channel, turn sideways and scuttle themselves. Their advance would be covered by artillery fire against German shore positions from the heavy monitors at distance and at closer range by gunfire from the destroyers. This cover was vital because Ostend was protected by a very strong 11 in (280 mm) gun position known as the Tirpitz battery, named for the admiral. Once the operation had been concluded, the motor launches would draw along the seaward side of the blockships, remove the surviving crews and take them to the monitors for passage back to Britain. This operation was to thoroughly block the channel, and—coupled with the blockage at Zeebrugge (which the British authorities believed to be fully closed)—was to prevent use of Bruges by German raiding craft for months to come.
## Attack on Ostend
All preparations for the operation were completed by the first week of May and on 9 May the weather was nearly perfect for the attack. The British armada had collected at Dunkirk in Allied-held France and departed port shortly after dark. Two minutes after midnight, the force suffered a setback when Sappho suffered a minor boiler explosion and had to return to Dunkirk, unable to complete the journey. Although this accident halved the ability of the force to block Ostend, Lynes decided to continue the operation, and at 01:30, the force closed on the port, making the final preparations for the assault. Torpedoes fired from motor launches demolished machine gun posts on the ends of the piers marking the canal, beginning the attack. Ten heavy bombers of the newly formed Royal Air Force then dropped incendiary bombs on German positions, but did not cause significant damage. In spite of the fog, air operations continued as planned under the overall direction of Brigadier-General Charles Lambe. At the same time as the aerial bombardment began, the long range artillery of the Royal Marine Artillery opened fire on Ostend from Allied positions around the Belgian town of Ypres.
In preparation for the attack, Godsal and Lynes had carefully consulted available charts of Ostend following the previous operation's failure caused by German repositioning of navigation buoys. This careful study was, however, rendered worthless by a sudden fog which obliterated all sight of the shore. Steaming back and forth across the harbour entrance in the fog as the monitors and German shore batteries engaged in a long range artillery duel over the lost cruiser, Godsal looked for the piers marking the entrance to the canal. As he searched, two German torpedo boats sailed from Ostend to intercept the cruiser, but in the heavy fog they collided and, disabled, limped back to shore. During this period, Godsal's motor launches lost track of the cruiser in the murk, and it was not until the third pass that Vindictive found the entrance, accompanied by only one of the launches. Heading straight into the mouth of the canal, guided by a flare dropped by the launch, Vindictive became an instant target of the German batteries and was badly damaged, the shellfire exacerbating the damage suffered in the earlier Zeebrugge Raid and seriously damaging Vindictive's port propeller.
Alfred Godsal intended to swing Vindictive broadside on into the channel mouth, but as he ordered the turn, the right screw broke down completely, preventing the cruiser from fully turning. Before this was realised on the cruiser's bridge, a shell fired from a gun battery on shore struck Commander Godsal directly, killing him instantly and shattering the bridge structure. Most of the bridge crew were killed or wounded by the blast, including First Lieutenant Victor Crutchley, who staggered to the wheel and attempted to force the ship to make the full turn into the channel. The damaged propeller made this maneuver impossible and the drifting cruiser floated out of the channel and became stuck on a sandbank outside, only partially obscuring the entranceway.
### Evacuation of HMS Vindictive
Realising that further manoeuvring would be pointless, Crutchley ordered the charges to be blown and the ship evacuated. As Engineer-Lieutenant William Bury prepared to detonate the scuttling charges, Crutchley took a survey of the ship and ordered all survivors to take to the boats on the seaward side of the wreck. As men scrambled down the ship's flank away from the shells and machine-gun bullets spitting from the harbour entrance, Crutchley made a final survey with an electric torch looking for wounded men among the dead on the decks. Satisfied that none alive remained aboard, he too leapt onto the deck of a motor launch bobbing below. The rescue mission itself, however, was not going as planned. Of the five motor launches attached to the expedition, only one had remained with the cruiser in the fog; ML254 commanded by Lieutenant Geoffrey Drummond. The launch—like the cruiser—was riddled with bullets; her commander was wounded and her executive officer dead. Despite her sheltered position behind the cruiser, fire from shore continued to enfilade the launch and a number of those aboard, including Lieutenant Bury, suffered broken ankles as they jumped onto the heaving deck.
ML254 then began slowly to leave the harbour mouth, carrying 38 survivors of Vindictive's 55 crewmen huddled on deck, where they remained exposed to machine gun fire from the shore. As Drummond turned his boat seawards and proceeded back to the offshore squadron that was still engaged in an artillery duel with the German defenders, one of the missing launches, ML276 passed her, having caught up with the lost cruiser at this late stage. Drummond called to ML276's commander—Lieutenant Rowley Bourke—that he believed there were still men in the water and Bourke immediately entered the harbour to search for them. Drummond's launch proceeded to the rendezvous with the destroyer HMS Warwick, overweighted and sinking, so severe was the damage she had suffered.
Hearing cries, Bourke entered the harbour but could not identify the lost men. Despite heavy machine gun and artillery fire, Bourke returned to the scene of the wreck four times before they discovered two sailors and Vindictive's badly wounded navigation officer Sir John Alleyne clinging to an upturned boat. Hauling the men aboard, Bourke turned for the safety of the open sea, but as he did, two 6 in (150 mm) shells struck the launch, smashing the lifeboat and destroying the compressed air tanks. This stalled the engines and caused a wave of highly corrosive acid to wash over the deck, causing severe damage to the launch's hull and almost suffocating the unconscious Alleyne. Under heavy fire, the boat staggered out of the harbour and was taken under tow by another late-arriving motor launch. After the operation, Bourke's launch was discovered to have 55 bullet and shrapnel holes.
Offshore, as Warwick's officers, Keyes' staff and the survivors of Vindictive gathered on the destroyer's deck to discuss the operation, an enormous explosion rocked the ship causing her to list severely. Warwick had struck one of the defensive mines off Ostend and was now in danger of sinking herself. The destroyer HMS Velox was lashed alongside and survivors from Warwick, Vindictive and ML254 transferred across to the sound ship. This ragged ensemble did not reach Dover until early the following morning, with Warwick still afloat. British casualties were reported in the immediate aftermath as being eight dead, ten missing and 29 wounded. The missing were presumed killed. German losses were three killed and eight wounded.
## Aftermath
Despite German statements that the blockage did not impede their operations, the operation to close the Ostend canal was presented in Britain as partially successful. The channel was largely blocked and so Bruges was ostensibly closed off from the open sea, even if the position of the blockship meant that smaller ships still could get through. In fact, the entire operation had been rendered moot before it even began, due to events at the wider canal in Zeebrugge. British assessments of that operation had proven overly optimistic and the channel there had not been totally closed. Small coastal submarines of the UC class had been able to pass through the channel as early as the morning after the Zeebrugge Raid, and German naval engineers were able to dredge channels around the blockages at both ports over the coming weeks.
At Ostend, Vindictive did prevent larger warships passing through the channel, although smaller craft could still come and go. The larger warships in Bruges were trapped there for the remaining six months of the war; the town was captured by the Allies in October 1918. The Admiralty presented it as an example of careful planning by the Royal Navy, arguing that it provided a morale boost at one of the most critical moments of the war. Three Victoria Crosses were awarded to men involved. However, on a strategic scale the effects of the raids at Ostend and Zeebrugge on the Battle of the Atlantic were negligible. The blockages at Ostend and Zeebrugge took several years to clear completely, not being totally removed until 1921. |
42,731,899 | Harta Berdarah | 1,097,272,106 | 1940 film by Rd Ariffien | [
"1940 films",
"1940 lost films",
"1940s action films",
"Dutch East Indies films",
"Films directed by Rd Ariffien",
"Indonesian action films",
"Indonesian black-and-white films",
"Lost Indonesian films",
"Lost action films",
"Union Films films"
]
| Harta Berdarah (; Indonesian for Bloody Treasure) is a 1940 action film from the Dutch East Indies (now Indonesia). Directed by Rd Ariffien and R Hu for Union Films, the film was written by Saeroen. The film, which stars Zonder and Soelastri, tells of a young man who convinces a stingy hadji to be more charitable and, in the process, falls in love with the man's daughter.
Released during Eid al-Fitr, Harta Berdarah was advertised as a "magnificent Indonesian action hit" and used Zonder's silat skills and Soelastri's fame as a keroncong singer to draw audiences. Reviews for the work were positive, with praise focused on its acting and story. Although Harta Berdarah was screened as late as 1944, as with most contemporary productions it is now likely lost.
## Plot
In the village of Soekasari, Mardjan (Oedjang) is forcefully evicting people who are unable to pay their taxes to his boss, the landlord Hadji Doerachman (Moesa). Doerachman, though aware of this, is unwilling to stop him, even after his daughter, Atikah (Soelastri), tries to convince him.
Mardjan and his men evict Asmadi, his wife Tjitjih (RS Fatimah), and Asmadi's sick mother. When Asmadi resists, Mardjan beats and detains him. Meanwhile, a young man named Rachmat (Zonder) is visiting his aunt in Soekasari. Learning of Mardjan's dealings, Rachmat finds him at Doerachman's home and insists that Mardjan stop. When Mardjan and his men try to fight, Rachmat overpowers them and negotiates Asmadi's release. Afterwards, Rachmat goes back to his aunt's home. Asmadi returns to his, only to learn that his mother had died shortly after the eviction; he swears revenge.
One day, Rachmat hears screaming and finds Atikah, who has fainted after seeing a snake. After she regains consciousness, Atikah thanks him for rescuing her. Although Rachmat is disgusted that he has helped her after learning the identity of Atikah's father, as Rachmat and Atikah dedicate their time to social work, they begin to fall in love. Doerachman, however, disapproves of their relationship, and refuses to fund their work; as a result, Atikah takes her deceased mother's jewellery and some money to pay for village development. Later, when Rachmat and Atikah are sitting together and singing romantic songs, Mardjan overhears them. Hurrying back to Doerachman's home, Mardjan convinces his boss that Rachmat intends only to steal Doerachman's wealth, and to let Mardjan marry Atikah. As Doerachman prepares to leave, Mardjan has the illiterate hadji put his seal on a letter.
In preparation for her marriage to Mardjan, Atikah is secluded at home. Learning of this betrothal, Rachmat goes to Doerachman and, after fighting Mardjan and his men, takes the hadji to the village where he and Atikah had initiated development programs. As they had all worked in Doerachman's name, the villagers do not fear him, but respect him. This, and the extent of the developments, makes Doerachman realise that hoarding his wealth for himself does not make him as happy as using it for charity. The two, accompanied by Asmadi, hurry back to Doerachman's home, only to find Mardjan and his men sitting relaxedly on the front porch.
After he is accosted by Doerachman, Mardjan reveals that the letter which Doerachman signed was actually a statement granting Mardjan all of the hadji's wealth. Furious at Mardjan's behaviour, Asmadi attacks him while Rachmat restrains the others. After a lengthy knife fight, Mardjan's foot is caught in the railroad tracks, and he is soon killed by a passing train. Doerachman, pleased with the return of his wealth, destroys the letter and grants Rachmat permission to marry Atikah.
## Production
Union Films was established in 1940 by ethnic Chinese businessmen Ang Hock Liem and Tjoa Ma Tjoen. After the success of its first production, Kedok Ketawa (The Laughing Mask), the director Jo An Djan left for Populair's Film. Union hired new talent, including R Hu, Rd Ariffien, and Saeroen. All three were instrumental in the production of Harta Berdarah; Hu and Ariffien served as co-directors, both in their debuts, and Saeroen—who had written the commercial successes Terang Boelan (Full Moon; 1937) and Fatima (1938) for other companies—wrote the story. Ariffien credited their hirings to Union's interest in attracting educated Native audiences.
Harta Berdarah starred Soelastri and Zonder, and featured Moesa, Oedjang, Oesman, Haroen, and Abdullah. Many of these actors, including Soelastri and Fatimah, had had roles in Kedok Ketawa, and Moesa, though only recently signed, had previously acted for another company. Zonder, who made his film debut in Harta Berdarah, was well-versed in the traditional martial art of silat, while Soelastri was also known as a keroncong singer under the stage name Miss Ning; both made use of these skills for the film, which was scored by Hugo Dumas' musical troupe Lief Java. Cinematography for the production was handled by KH Tjit.
## Release and reception
Harta Berdarah was released in late October 1940, to coincide with the Eid al-Fitr holiday. The film, sometimes advertised under the Dutch title Bloedgeld, was billed as a "magnificent Indonesian action hit". A novelisation, published by the Yogyakarta-based Kolff-Buning, was later released; it includes several production stills.
Reception was positive. An anonymous review in De Indische Courant concluded that the film was simple yet well produced, with strong dialogue and humour. Another review, in the Soerabaijasch Handelsblad, was likewise positive; it found the film dissimilar to earlier domestic productions, in which "a group of stiff people moved woodenly and expelled inarticulate sounds", becoming something which could be enjoyed by anyone, "Indonesian or European alike".
## Legacy
After Harta Berdarah, Union produced a further five films; all but one were directed by Hu or Ariffien. Saeroen wrote three of them, leaving for Star Film following Wanita dan Satria (1941). Most of the cast remained with Union for several productions; the company's subsequent production, Bajar dengan Djiwa (1941), for instance, again starred Zonder and Soelastri. Union Films was ultimately dissolved following the Japanese occupation of the Dutch East Indies in March 1942.
Harta Berdarah was screened as late as July 1944. The film is likely lost. All motion pictures at the time used highly flammable nitrate film, and after a fire destroyed much of Produksi Film Negara's warehouse in 1952, many films shot on nitrate were deliberately destroyed. As such, American visual anthropologist Karl G. Heider suggests that all Indonesian films from before 1950 are lost. However, JB Kristanto's Katalog Film Indonesia (Indonesian Film Catalogue) records several as having survived at Sinematek Indonesia's archives, and the film historian Misbach Yusa Biran writes that some Japanese propaganda films can be found at the Netherlands Government Information Service.
## Explanatory notes |
9,313,589 | Wizards of Waverly Place | 1,165,659,349 | American fantasy teen sitcom (2007–2012) | [
"2000s American teen sitcoms",
"2007 American television series debuts",
"2010s American teen sitcoms",
"2012 American television series endings",
"American fantasy television series",
"Disney Channel original programming",
"Emmy Award-winning programs",
"English-language television shows",
"Television about magic",
"Television series about families",
"Television series by It's a Laugh Productions",
"Television shows remade overseas",
"Television shows set in New York City",
"Wizards in television",
"Wizards of Waverly Place"
]
| Wizards of Waverly Place is an American fantasy teen sitcom created by Todd J. Greenwald that aired on Disney Channel for four seasons between October 2007 and January 2012. The series centers on Alex Russo (Selena Gomez), a teenage wizard living on the titular street in the Greenwich Village section of New York City, who undertakes training alongside her siblings, Justin (David Henrie) and Max (Jake T. Austin), who are also equipped with magical abilities. The siblings are trained knowing that one day they will compete to win sole custody of their family's powers. Episodes focus on Alex's challenges in keeping her secret powers hidden while she deals with the social and personal issues of her youth. She frequently uses magic in her everyday life, sometimes irresponsibly, and develops her supernatural abilities over the course of the series. The main themes depicted include family, friendship, and adolescence; the series also contains fantasy elements.
The Walt Disney Company developed the series to follow on from its successful line of comedy series in the 2000s, including Lizzie McGuire, The Suite Life of Zack & Cody and Hannah Montana. It's a Laugh Productions produced the program and it premiered on Disney Channel on October 12, 2007. A made-for-television film adaptation, Wizards of Waverly Place: The Movie aired on the network in 2009 and was awarded a Primetime Emmy Award for Outstanding Children's Program in 2010. The series ended on January 6, 2012, to allow Gomez to take on more mature roles. After its conclusion, the cast returned for a stand-alone television special, The Wizards Return: Alex vs. Alex, in 2013.
Wizards of Waverly Place enjoyed consistently high viewership in the United States on broadcast television and tie-ins included merchandise, a soundtrack album and video game adaptations. Television critics praised the show for its humor and cast; Gomez's affiliation with the network led to a prominent musical career apart from the program. Wizards of Waverly Place won two additional Emmys for Outstanding Children's Program in 2009 and 2012, as well as two Artios Awards from the Casting Society of America for Outstanding Achievement in Casting – Children's Series Programming – between 2009 and 2012. Its series finale was the most-watched final episode of any Disney Channel show.
## Premise
### Story and characters
Alex, Justin and Max Russo are three teenage wizards-in-training living in an apartment on Waverly Place in Greenwich Village, Manhattan, New York City. In his spare time, their father Jerry Russo, a former wizard, provides his children with daily lessons in their secret lair on how to use magic responsibly. Jerry and his wife Theresa run a family business, a sandwich shop designed to look like a subway station, on the ground level of their apartment building. According to the rules of the "Wizard World", once they complete their training, the Russo children will compete to determine which sibling will retain their powers permanently and become the sole wizard of the family. Since the other children will eventually lose their powers, Jerry tries to teach them not to become dependent on magic. Jerry descends from a family of wizards and won his own family's competition as a teenager, but relinquished his powers when he married Theresa, who is a mortal. His powers were transferred to his younger brother, Kelbo. Alex must keep her powers hidden from her best friend, Harper Finkle, which causes an occasional strain on their relationship. Alex reveals her secret to Harper in the second season; however, the existence of wizards must remain hidden to the wider mortal world.
In the third season Harper moves in with the Russo family and Max's efforts to win the family wizard competition become more serious. Leading into the fourth and final season Alex and Justin are both tricked into exposing the existence of wizards to government officials and a group of reporters. It is revealed that the whole scenario was a test devised as part of their training, and consequently, Alex and Justin are demoted to lower positions in the family competition. Alex is overwhelmed by her loss of progress and quits; she later rejoins to continue dating her werewolf boyfriend, Mason Greyback. Meanwhile, Justin becomes a tutor for a group of delinquent wizards, which assists him in recovering his position in the competition. At the conclusion of the series, the siblings compete to see who will retain their supernatural abilities. Alex wins the family wizard competition and is awarded full magic powers, while Justin is allowed to retain his abilities when he assumes the role of headmaster at WizTech, a boarding school for young wizards-in-training. Max loses his powers but becomes the new manager of the family's sandwich shop, also securing investments from the wizard world.
### Themes
The series deals with the theme of secret identities. It explores the fantasy that children may experience of wanting magical powers, in the same way Hannah Montana explores the fantasy of being a pop star. Series such as Sabrina the Teenage Witch and the Harry Potter franchise, and a trend towards the fantasy television genre, made stories about children with magical powers popular. Episodes of Wizards of Waverly Place typically show the Russo children using magic to solve an issue in their personal lives quickly, but they learn not to become dependent on their powers, as only one of the siblings is expected to retain them following the family competition. The children try to live normal lives; the show presents the idea that life can be enjoyable without magic. Conflicts in the series arise from Alex's struggle to balance both her private and her public life; her identity is built upon the magical powers which she must keep hidden. Scholar Colin Ackerman suggests that the concept of magic in the series is a form of social privilege and the Russo children are encouraged to keep their advantage hidden. He believed that the characters are influenced by consumer-driven values, for things which they are easily able to attain using magic.
The program's stories center on family, friends and growing up. The Russo family is depicted as working class and they run a family business in the service industry. Jerry and Theresa teach their children the significance of family, hard work and responsibility; the characters regularly learn lessons such as the importance of staying true to one's self. Academic Heidi Denzel de Tirado argued that Alex understands the depth of family values only during the wizard competition, when she and Justin decide to set aside their personal success for the benefit of family. The series explores family heritage; the Russo family have a mixed background – Italian, Mexican and American – but their culture is not prominently featured in most episodes, with occasional exceptions such as Alex's quinceañera. Scholar Morgan Genevieve Blue said Alex is designed to be representative of Latina-American girlhood.
## Production
### Development
In the early 2000s, The Walt Disney Company found success through its pay television network Disney Channel with a pattern of original comedy series for a tween and family audience, such as Lizzie McGuire, The Suite Life of Zack & Cody and Hannah Montana. The network planned to build on these successes with a new comedy series aimed at girls. Wizards of Waverly Place was created by Todd J. Greenwald, who had previously worked on the first season of Hannah Montana. He had also worked on a pilot for NBC; Disney hired him after seeing it. Greenwald adopted the network's idea of a show centering on a family of wizards. The series is set in a fictionalized version of Waverly Place in Greenwich Village. Peter Murrieta had worked previously on the sitcom Hope & Faith in New York City and had moved to Los Angeles before being approached by Disney to help develop the series. When Murrieta joined the project as an executive producer, it was titled The Amazing O'Malleys; he thought they would produce only a pilot. He had never produced a show targeted at a youth audience and was apprehensive about being involved. Murrieta helped guide the writing and casting throughout the development process and re-wrote the pilot. Adam Bonnett, a Disney Channel programming executive, cited the influence of sitcoms Bewitched and I Dream of Jeannie on the series.
Disney executives first became aware of Selena Gomez at an open casting call in Texas at age twelve, and she went on to appear in guest roles on Disney Channel programs, including The Suite Life of Zack & Cody. The network saw potential in Gomez and wanted her to star in a full series. She filmed two pilots for the network, Arwin! (a spin-off of The Suite Life of Zack & Cody) and Stevie Sanchez (a spin-off of Lizzie McGuire); neither of these series were green-lit, but Gomez was ultimately cast in Wizards of Waverly Place. The unaired pilot was set in a magic store and featured only two siblings, twins Jordan and Julia. The show was green-lit after this pilot. Gomez was attached to the series by February 2007, as well as David Henrie and Jake T. Austin; the characters were named Brooke, Sully and Max O'Malley at this stage. In March 2007 the network officially announced Disney's Wizards as an upcoming comedy to premiere in the fall. At the time of the announcement, the characters were named Alexa, Aaron and Max Esposito. Greenwald and Murrieta served as executive producers; Murrieta changed the family's surname to Russo and wrote the children as "mixed-race". Gomez appeared in a guest role on Hannah Montana as cross-promotion for the new series; Wizards would eventually be aired in a timeslot after its peer series.
### Casting
Selena Gomez portrays the central character of Alex Russo. Gomez had left traditional school after the seventh grade and moved to Los Angeles. She sings the series' theme song, "Everything Is Not What It Seems". Her band Selena Gomez & the Scene was signed by Disney to their label, Hollywood Records; Gomez subsequently pursued a prominent solo music career. Alex has been described as dark, crass and a jerk, as well as a "wisecracking underachiever". She is characterized by her tomboyish, rebellious and lazy attitude. Gomez asked for her character to remain edgy to resemble her own style. Jennifer Aniston's portrayal of Rachel Green on Friends inspired Gomez, who adopted similar mannerisms while playing Alex.
David Henrie plays Justin Russo, who is considered to be sarcastic. Greenwald described Justin as a nerd, in comparison to Alex's "tough female character". Henrie wrote two episodes of the series, "Alex's Logo" and "Meet the Werewolves". Max Russo is portrayed by Jake T. Austin, who said the character was unintelligent, but becomes slightly smarter toward the end of the series. His character was temporarily transformed into a younger female in the fourth season because of a magic spell; Bailee Madison played the female counterpart, Maxine, while Austin took a hiatus from the program. Maria Canals-Barrera plays the children's mother Theresa Russo; David DeLuise plays their father Jerry Russo. The parents are described by Barry Garron of The Hollywood Reporter as loving but "slightly goofy". DeLuise and Austin were not featured in the unaired pilot. Jennifer Stone portrays Alex's best friend, Harper, who was described as "comic relief" by Boston.com's Joanna Weiss. Stone had previously auditioned for a Disney Channel pilot called Bus Life, which was not picked up. She originally planned to audition for the role of Alex on Wizards before being cast as Harper, and stated that she "fought" to become a series regular. Guest stars during the course of the series include Bridgit Mendler as Juliet van Heusen, Justin's vampire girlfriend, and Gregg Sulkin as Mason Greyback, Alex's werewolf boyfriend.
### Writing and filming
Murrieta chose to write the Russo family as "mixed-race", and he felt that the argumentative relationships between the Russo siblings resembled those of his childhood. Greenwald believed that the brother–sister dynamic was at the heart of the show. Murrieta stated that it was the intention of the creative team for Alex to be openly bisexual, but they were unable to make it explicit at the time. He referred to the guest character Stevie, played by Hayley Kiyoko, as a potential female love interest for Alex. Wizards of Waverly Place was filmed at Hollywood Center Studios.
The series was renewed for a third season in May 2009, with eight episodes added to the order in September. Murrieta left the program at the conclusion of the third season in April 2010. He later claimed that he was not invited back as the showrunner for the fourth season due to creative differences. The fourth season of Wizards of Waverly Place was ordered in June 2010. Vince Cheung and Ben Montanio became the new showrunners and executive producers alongside Greenwald; Gomez announced in July that it would be the final season of the program. Austin claimed the series ended to allow Gomez to pursue more mature roles; The A.V. Club's Marah Eakin speculated that Gomez had become more popular than the show itself and it was time for her to move on. The series finale aired on January 6, 2012; the episode depicts the family's wizard competition.
## Series overview
## Reception
### Critical reception
Wizards of Waverly Place has received positive reviews for its actors and their comedic skills. Marah Eakin felt that it was a positive departure from Disney's typical series, with minimal slapstick humor but still having exaggerated acting. Gomez was praised for her comic timing and sarcastic delivery; the Los Angeles Times's Mary McNamara described her portrayal of Alex as "sweet and sassy". Additionally, McNamara believed that Justin and Max did not serve as comic relief; Jake T. Austin was called "absurdly hilarious" by blogger Mark Robinson. The central characters were described as "cute, precocious, but far from angelic" by Garron, who said child viewers would want to watch more. In addition to the cast and humor, the series' concept and themes were also praised. Critics suggested that the series capitalized on the success of the Harry Potter franchise, and it was also compared to Bewitched for the similarities in their magical elements. It was listed as one of Disney's best sitcoms by Robinson, who wrote that the series combined fantasy and comedy "seamlessly". While the fourth season was on air, Eakin said the quality of the series had not diminished, and has a lot of heart, depth and "actual feeling". McNamara praised the show for not relying on shtick or its laugh track.
Some characters were criticized by reviewers; Paul Asay of Christian website Plugged In did not view Alex as a positive role model because of her rebellious nature, and the parents were described as foolish by Weiss. Ackerman found fault with the show's contradictory messages, saying there are never consequences for the Russo children abusing their magical powers; he felt that the characters seem to forget the lessons they learn and continue to make the same mistakes. The lessons Jerry teaches about how to live life without magic were interpreted as pointless, as when the series ends, both Alex and Justin retain their abilities. The setting of Greenwich Village was also problematic for Ackerman, as he suggested that the Russos, a working-class family, would not be financially able to live in one of the most expensive New York neighborhoods. The show has been criticized for its predictable premise and supernatural elements, described as "less magical than milquetoast" by Weiss. Reviewing the series finale, Eakin criticized the quality of the wizards' robe costuming and the use of a laugh track. Critics have found fault with the program's special effects, such as the computer animation of a griffin. Asay referred to the program's depiction of angels as "spiritually misleading".
### U.S. television ratings
Wizards of Waverly Place premiered on October 12, 2007, on the same night as the network's premiere of Twitches Too, and attracted 5.9 million viewers. The one-hour series finale, "Who Will Be the Family Wizard?", aired on January 6, 2012, and became the show's most-watched episode, with an audience of 9.8 million. It was the finale with the highest rating for any Disney Channel series.
### Awards and nominations
## Other media
### Films and specials
Disney Channel asked the series executive team, including Murrieta and Greenwald, to adapt the series into a made-for-television film. Wizards of Waverly Place: The Movie aired on the network on August 28, 2009, and starred Gomez, Henrie, Austin, Stone, Canals-Barrera and DeLuise. It was filmed on location in San Juan, Puerto Rico, and depicts the Russo family on a Caribbean vacation. In the film, which was written by Dan Berendsen, Alex unintentionally performs a magic spell which alters history so that her parents have never met. The broadcast had 11.4 million viewers, and won a Primetime Emmy Award in 2010 for Outstanding Children's Program. A second television film was ordered in June 2010, scheduled to enter production in 2011. In 2012, however, Austin said it had been canceled because of the maturing careers of the cast. Berendsen was to write the screenplay.
It was reported in September 2012 that an hour-long television special, The Wizards Return: Alex vs. Alex, would be produced for the network, with Gomez in an executive producer role alongside Cheung, Dan Cross and David Hoge. Gomez, Austin, Stone, Canals-Barrera, DeLuise and Sulkin returned for the special which began filming in October in Los Angeles. The special depicts the Russo family traveling to Tuscany, Italy, to meet with relatives, before Alex accidentally casts a spell which creates a good and evil version of herself. Cheung, Montanio and Berendsen wrote the screenplay, and Victor Gonzalez directed. The special premiered on March 15, 2013, watched by 5.9 million viewers.
### Malaysian adaptation
A Malaysian adaptation of the series, Wizards of Warna Walk, was produced for Disney Channel in Southeast Asia in 2019. The series ran for 14 episodes and was filmed at Pinewood Studios in Johor, over two months. Set in Kuala Lumpur, the adaptation was designed to use local actors, music compositions, the Malaysian language and Asian values. Network executives considered adapting other series such as Hannah Montana, but ultimately found that Wizards resonated the best with test audiences. Wizards of Warna Walk was broadcast in Malaysia, Singapore, Indonesia, Thailand and the Philippines.
### Merchandising
Walt Disney Records released a soundtrack album for the series on August 4, 2009, including songs from, and inspired by, the series and film. Disney Interactive Studios released two video games based on the series for the Nintendo DS: Wizards of Waverly Place in August 2009, and Wizards of Waverly Place: Spellbound in November 2010.
### Rumored revival
The possibility of a reunion series has been mentioned by several main cast members since 2017. In August 2020, Henrie commented that all key actors were open to producing a revival of the series. He clarified that formal discussions with Disney had not yet occurred.
In October 2017, Greenwald said he would like to see Wizards of Waverly Place continue with a high-budget feature film in the vein of Harry Potter. He also shared an idea for a prequel series which would follow Jerry as he attended WizTech in his high school years, and would feature his siblings. Henrie suggested that the revival could revolve around a disconnected Russo family, several years later, who are all finding success separately but must learn to come together again.
### Rewatch podcast
It was teased in December 2022 that DeLuise and Stone would begin hosting a podcast entitled Wizards of Waverly Pod. The podcast premiered on February 6, 2023, through the podcast network PodCo owned by Christy Carlson Romano. Gomez was featured as a guest in an episode. |
4,973,036 | Congregation Baith Israel Anshei Emes | 1,106,701,082 | Synagogue in New York City | [
"1856 establishments in New York (state)",
"Cobble Hill, Brooklyn",
"Conservative synagogues in New York City",
"Religious organizations established in 1856",
"Romanesque Revival architecture in New York City",
"Romanesque Revival synagogues",
"Synagogues completed in 1855",
"Synagogues in Brooklyn"
]
| Congregation Baith Israel Anshei Emes (Hebrew: בֵּית יִשְׂרָאֵל אַנְשֵׁי אֱמֶת, "House of Israel – People of Truth"), more commonly known as the Kane Street Synagogue, is an egalitarian Conservative synagogue located at 236 Kane Street in Cobble Hill, Brooklyn, New York City, United States. It is currently the oldest continuously operating synagogue in Brooklyn.
Founded as Baith Israel in 1856, the congregation constructed the first synagogue on Long Island, and hired Aaron Wise for his first rabbinical position in the United States. Early tensions between traditionalists and reformers led to the latter forming Congregation Beth Elohim, a Reform synagogue, in 1861.
The synagogue nearly failed in the early 20th century, but the 1905 hiring of Israel Goldfarb as rabbi, the purchase of its current buildings, and the 1908 merger with Talmud Torah Anshei Emes re-invigorated the congregation. The famous composer Aaron Copland celebrated his Bar Mitzvah there in 1913, and long-time Goldman Sachs head Sidney Weinberg was married there in 1920.
Membership peaked in the 1920s, but with the onset of the Great Depression declined steadily, and by the 1970s the congregation could no longer afford to heat the sanctuary. Membership has recovered since that low point; the congregation renovated its school/community center in 2004, and in 2008 embarked on a million-dollar capital campaign to renovate the sanctuary.
## 19th century
### Origins
Twelve Bavarian, Dutch, and Portuguese Jews gathered at a private home on January 22, 1856, to discuss their "earnest desire [to] effect the incorporation of a synagogue and congregation for divine service", and in March that year they founded Congregation Baith Israel. The group had originally organized in 1855 as the United Brethren Society, a benefit society that provided members with medical and burial assistance. Hiring the Reverend M. Gershon as cantor (the person who leads the prayers), they first met in various homes, then rented space at 155 Atlantic Street, now Atlantic Avenue.
Gershon's appointment was controversial; after a background check, the board decided by a 10–9 vote on April 6, 1856, that he had never held the position of cantor in any other congregation, and was therefore not "sufficiently acquainted with the actual requirements to fill said office", and was furthermore not "a competent reader enough to read the Sepher Torah". As a result, services were led by laymen, except during the Jewish holidays, when a professional cantor would be brought in from Manhattan.
An 1886 Brooklyn Eagle article states that until the founding of Baith Israel "[h]itherto the Hebrew residents in Brooklyn had been under the necessity of finding their way across the East River in all kinds of weather, when they wished to go to their place of worship". According to synagogue legend, the founders had grown tired of rowing across the East River each Friday to celebrate Shabbat in Manhattan. Carol Levin, however, writes that a ferry service from Whitehall Street in Manhattan to South Ferry, Brooklyn (at the foot of Atlantic Street) had existed since 1836 (see South Ferry (ferry)), that the Atlantic Street synagogue's location, so close to the ferry terminus, "must have seemed convenient to many", and that "[f]erry service was fast, frequent and inexpensive ... In the year 1869 there were almost 52 million passengers." Thus, in her view, the story of the founders growing tired of rowing across the East River is a "folk tale".
### Attempts at reform and amalgamation, construction of first synagogue
In the congregation's early years, tensions existed between traditionalists and reformers, and in 1861, 41 of the latter left Baith Israel to form the Congregation Beth Elohim, a Reform synagogue. That year Baith Israel hired the Reverend Joel Alexander as its religious leader. Alexander, the synagogue's first full-time rabbi, was a graduate of the Jews Seminary in Münster, and had been ordained both in Posen and by Hermann Adler, the Chief Rabbi of the United Kingdom.
In 1862, the remaining 35 members purchased two lots at the corner of State Street and Boerum Place in Boerum Hill for \$3,000 (today \$), and on January 12 laid the cornerstone for a new building, the first synagogue built on Long Island. The building was completed on August 12, at a cost of \$10,000 (today \$), and was consecrated on August 31 by Alexander and assembled dignitaries. The synagogue, which came to be known as the Boerum Schule, created a Sunday school soon afterwards, the first in Brooklyn, and at the time, an innovation. The school was free, and run by volunteers, with separate classes for boys and girls. By 1890 the school had 160 students, and at its peak the school had 500 pupils.
In 1869 reformers again left Baith Israel, and, joining with dissenters from Kahal Kodesh Beth Elohim of Williamsburg, founded Temple Israel. Though many reformers had left the congregation, several reforms in the service were nonetheless introduced: the congregation abolished most piyyutim and the Priestly Blessing, and, in 1873, introduced a confirmation ceremony for girls, led by the Reverend Dr. Tinter. The confirmation ceremonies, which had initially been held during the holiday of Sukkot, were eventually moved to the holiday of Shavuot (the holiday during which the Reform movement held these ceremonies), and continued for both boys and girls (in place of Bar and Bat Mitzvah celebrations) until the 1940s.
Aaron Wise, father of Stephen Samuel Wise, was one of the synagogue's earliest rabbis, from 1874 to 1875. This was his first rabbinical position in the United States, before moving to Congregation Rodeph Sholom in Manhattan.
### Building renovations, failed mergers, traditionalism
In 1876, the congregation voted by a margin of over two to one to re-orient the synagogue pews in the manner of Christian churches, and introduce mixed seating. However, nothing was done about this until 1879, when the renovations were carried out: the front pews were removed, the side pews extended to the walls, and the vestibule moved outside the sanctuary. Led by rabbi Dr. E. M. Myers, the synagogue was re-dedicated on September 7.
In April 1883, Baith Israel, Beth Elohim, and Temple Israel, Brooklyn's three leading synagogues, tried to merge; Beth Elohim and Temple Israel had both been formed in the 1860s by dissenters from Baith Israel. This was the third such attempt; the previous two had failed when the members could not agree on synagogue ritual. The combined congregation, which would purchase new premises, would have 150 members (only heads of households were considered members at that time). Members would be refunded half the purchase price of the pews in their existing buildings. The rabbis of Beth Elohim and Temple Israel were to split the offices of rabbi and cantor: Baith Israel, at the time, had no rabbi. Though this attempt also failed, in the following year the three congregations carried out combined activities, including a picnic and a celebration of the 100th birthday of Sir Moses Montefiore.
Baith Israel hired Marcus Friedlander as rabbi in 1887. Born in Congress Poland in 1862, he left Russia for England before he was twenty. Though speaking little English at the time, he graduated there from the London Theological Seminary, before emigrating to the United States. He was 24 years old when he assumed the post at Baith Israel, at the time the youngest man in New York state to be appointed to so significant a position of Jewish leadership. Friedlander served until 1893, when he resigned to take a more lucrative position in California at the First Hebrew Congregation of Oakland. After Friedlander left, his name was, for reasons unknown, deleted from the synagogue histories, and the financial records and minute books dating from his tenure were removed from Baith Israel's archives. He was succeeded by Joseph Taubenhaus, the brother of Dr. Gottheil/Godfrey Taubenhaus, the rabbi of Congregation Beth Elohim; another brother, Jacob/Jean Taubenhaus was a famous French chess master.
In 1889, the congregation again renovated the synagogue building, repairing it and replacing the roof, increasing the seating capacity, adding a new vestibule and double entrance way, and redecorating the interior. At that time over half of the congregants still spoke German as their native language. The congregation had 50 members—defined as "heads of families who own seats"—by 1891, and 300 congregants in total. By 1900, the congregation had 160 members, and the congregational school, which held classes for two hours once a week, had ten teachers and 150 students.
Though the synagogue had undertaken innovations in some areas of Jewish law, it still insisted on strict adherence in others. In 1878 Tinter was dismissed for officiating at the marriage of a Jewish woman and Christian man, and Baith Israel was, for a time, the only congregation in Brooklyn that celebrated Jewish holidays for the traditional two days. In 1889 Baith Israel asserted it was "the only orthodox congregation in the city", and that year the board forced the resignation of a Mr. J. Folkart, for transgressing the laws of Yom Kippur. In 1892, when Hyman Rosenberg was expelled as rabbi of Brooklyn's Beth Jacob synagogue for eating ham, the Brooklyn Eagle canvassed local rabbis for their views on the matter. While George Taubenhaus, rabbi of Beth Elohim stated, "I do not believe my congregation would expel me if I ate ham", Baith Israel's rabbi Friedlander responded, "While there are some differences between the reform and orthodox Jews, I do not think it is the place for any Jewish minister to eat ham. The reformers do not so strictly observe the old Mosaic law, but it does not seem to me a good example for a rabbi to set to his congregation."
## 20th century
### Decline and reinvigoration
By 1904, membership had fallen to 30, and the synagogue nearly failed: mass transit had allowed Jews to migrate away from downtown Brooklyn, and a fire had nearly destroyed the Boerum synagogue building. Further innovations were attempted, including a pipe organ and a mixed-sex choir, but these were removed after objections from Orthodox members. The congregation decided that the Boerum location was part of the problem, and made the bold decision to sell it, buy new premises, and hire a rabbi (the synagogue had, for many years, run without one). In 1905, they hired Israel Goldfarb, a 1902 graduate of the Jewish Theological Seminary, as "Hazan [cantor] and Teacher", his first and only pulpit. The following year Goldfarb was appointed rabbi, a position he would hold for over 50 years.
In 1905, the congregation also purchased for \$30,000 (today \$) its current building at Tompkins Place and Harrison Street (renamed Kane Street in 1928), along with an adjacent school building and a connecting two-story arcade. The Romanesque revival church building, erected in 1855, had originally housed the Middle Dutch Reformed Church, and, from 1887, the Trinity German Lutheran Church. The hiring of Goldfarb and purchase of a new building helped revive the congregation, and by 1906 (its 50th anniversary) membership had doubled.
Goldfarb was a talented musician, known to this day as composer of popular tunes for the songs "Shalom Aleichem" and "Magein Avot" used in most Ashkenazi synagogues. With his brother Samuel E. Goldfarb, he compiled The Jewish Songster for schoolchildren, the first American collection of Jewish songs. Israel Goldfarb also served as Professor of Liturgical Music at the Jewish Theological Seminary from 1920 to 1944, and in 1949 founded the School of Sacred Music at Hebrew Union College.
In his Kol Nidre sermon of 1905, Goldfarb emphasized the need for a Talmud Torah (providing inexpensive Jewish education for primary school children), and it was immediately founded. Talmud Torahs helped synagogues in neighborhoods with small Jewish populations to attract young Jewish families, and were common in "second-settlement areas of New York City such as Harlem and Brooklyn". By 1907–1908 the congregation had grown to 85 member families. The Talmud Torah, which held classes four days a week, had three teachers and 75 students.
### Merger with Talmud Torah Anshei Emes and growth
In 1908, Baith Israel merged with Degraw Street's Talmud Torah Anshei Emes Synagogue, a growing congregation that had become too large for the row house in which it held services. Talmud Torah Anshei Emes's membership was mostly made up of Eastern European Jews, who were stricter in their observances than Baith Israel's mostly German-origin membership; to accommodate them, a special all-men section of pews was designated at the front left of the sanctuary.
The merged congregations adopted the current name, a combination of the two previous names, and, with the assistance and encouragement of Goldfarb and synagogue president Harris Copland founded a sisterhood. Nevertheless, the combined membership was still not large; in 1911, the year the congregation renovated the recently acquired synagogue building, the Talmud Torah had only 45 students, 10 of them the children of non-members.
The sisterhood had grown to 42 members by 1913; that year 11 men were accepted as new congregants, including "a dentist, an optician, a druggist, a lawyer, a butler and two store owners and a roofer"—in general, middle class occupations. Baith Israel Anshei Emes also became one of the charter members of the United Synagogue of Conservative Judaism in 1913, with Michael Salit, who had been synagogue president in 1906, serving as the congregation's delegate, and he, Rabbi Goldfarb and another synagogue member, Isaac Applebaum, were among the 22 individuals who initially founded the organization.
Aaron Copland celebrated his Bar Mitzvah at Baith Israel Anshei Emes in 1913. The Copland family was active in the synagogue; his father Harris became treasurer and chairman of the Talmud Torah in 1905, had helped purchase the current building, served as president of the congregation from 1907 to 1910, and was made a life trustee in 1936. Aaron's brother Ralph served as superintendent of the Sunday School. Goldfarb was instrumental in assisting Aaron Copland in his early musical career. While still in high school, Aaron had approached Goldfarb for his support in studying music: Aaron's father wanted him to enter the legal profession. Goldfarb engineered an agreement whereby Aaron would study music for two or three years, and, if that did not work out, then study law. In his memoirs, Copland would later describe Goldfarb as "a composer of liturgical music and the possessor of a fine baritone voice ... a sensitive human being and an effective leader of the congregation".
By 1916, the congregation had installed 10 stained glass windows, electric lighting, a new pulpit, and two large bronze menorahs, and employed six people. Dues were \$12 (today \$) per year, and Sunday school fees were \$0.02 (today \$0) per session. Membership had grown to 140 families by 1919. The congregational school held classes daily, and had 400 students and 20 teachers.
Sidney Weinberg, who rose from the job of assistant porter to head Goldman Sachs from 1930 to 1969, was married at Baith Israel Anshei Emes in 1920. The Weinberg family, which had joined the synagogue when it was still on Beorum Place, was also very active in the synagogue; Sidney's mother, Sophie, was sisterhood president from 1912 to 1913, and his father, Pincus, served as president from 1919 to 1921, and the children all attended the Sunday school and Talmud Torah. The Weinbergs subsequently moved to Flatbush, where in 1924 Pincus became the first president of the East Midwood Jewish Center.
In 1924, a fire almost destroyed the upper level of the school building, but the congregation repaired the damage. Another renovation was begun in 1928, and included installing illuminated stained glass over the ark and bronze memorial tablets at the rear of the sanctuary, and repainting the sanctuary walls and columns in a trompe-l'œil manner imitating Jerusalem stone and marble.
### Great Depression and post-World War II decline
On its 75th anniversary in 1931, the congregation received a congratulatory message from President Herbert Hoover. Additional congratulatory messages arrived from Governor (later President) Franklin D. Roosevelt, Lieutenant Governor Herbert H. Lehman, Mayor Jimmy Walker, and Felix M. Warburg. Nevertheless, the Great Depression brought difficult times; officers were no longer paid their salaries, and were informed in 1932 that they would have to "wait indefinitely" to receive their back wages. In 1933, the synagogue abolished fixed wages entirely for its employees, and instead paid them on a "month-to-month basis", depending on what the congregation could afford.
In 1932 women were allowed to join the choir. In deference to traditionalists, however, the choir was moved to the organ loft, so that the women would be less visible.
In the late 1940s and early 1950s, Herman Belth raised \$20,000 (today \$) and contributed another \$20,000 for another renovation of the synagogue. The building was fortified, the interior (except the front wall) repainted, and the exterior brick walls, which had been clad in "blue-veined white stone", were refinished with "brownstone type stuccoed slabs". When the renovations were complete, the synagogue was re-dedicated in January 1953. Despite Belth's efforts, membership continued to decline, as congregants moved to the suburbs. Though the Centennial Celebrations of 1956 "provided a brief burst of energy for the Congregation and produced funds to maintain the Synagogue", during this period the choir was disbanded, the Sunday School and Talmud Torah closed, and paid staff reduced.
In the 1960s, following Goldfarb's retirement, the synagogue hired a series of part-time rabbis, including Goldfarb's grandson, Henry D. Michelman, who served as rabbi from 1967 to 1971. Michelman, who would later become the Executive Vice President of the Synagogue Council of America, was, like his grandfather, a talented musician, composing music for synagogues and churches, writing scores for television films for ABC, A&E, CNBC, and PBS, and serving as Chairman of the American Society of Jewish Music.
The membership decline continued in the late 1960s and early 1970s, as older congregants died and moved away, and dwindled to the point where the congregation could no longer afford to heat the sanctuary, and thought they would have to disband. Nevertheless, in 1972 the congregation established a nursery school and prozdor (high school).
### Rebirth: 1980s and 1990s
Changing demographics and new synagogue programs helped the congregation recover from its low point in the 1970s. In 1979, Raymond Scheindlin, a Ph.D. in Arabic literature from Columbia University, and professor of medieval Hebrew poetry at the Jewish Theological Seminary of America (JTSA), became the part-time rabbi of the congregation, replacing Howard Gorin, who had served since 1976. Scheindlin had become a member in 1974, after joining the faculty of the JTSA and moving to Brooklyn Heights, and from that point on read the Torah every week and served as cantor. He also encouraged the re-constitution of a choir, which called itself "the DeRossi Singers" after Salamone DeRossi, the leading Jewish composer of the late Italian Renaissance, whose works the choir sang. Even after leaving the synagogue, Scheindlin continued to return to serve as cantor for the High Holidays every year until 2016.
In 1982 Scheindlin stated that the membership had grown to the point where it again required the services of a full-time rabbi, and the congregation hired Jonathan Ginsburg as its first full-time rabbi since Israel Goldfarb's retirement. Ginsburg developed adult education and young singles programs, and improved standards in the synagogue's children's education programs. Geoffrey Goldberg followed him as rabbi from 1987 to 1988.
In 1994 the buildings' stained glass windows, parapet tower, and brownstone were repaired, landscaping redone, and, with a grant from the Sol Goldman Charitable trust, the bimah and vestibule were refurbished. Membership had increased to almost 200 families by 1995, and in 1996 Samuel H. Weintraub was hired as rabbi.
### Increasing involvement of women
In 1961 the synagogue began granting women some pulpit honors, giving the Sisterhood President gelila, and in 1966 granting married couples hagbaha and gelila (the honors of lifting and re-wrapping the Torah after it has been read). In the 1970s, women became more involved in the synagogue's political and religious activities: in 1972, the first woman was elected to the board of trustees, and in 1975, the congregation began calling women to the Torah and counting women in the minyan, the latter just two years after the Committee on Jewish Law and Standards of the Rabbinical Assembly voted nine to four in favor of this innovation.
In 1980, Nancy Fink, a Brooklyn Law School professor, was elected as the congregation's first female president. Fink called a full membership meeting in 1982 to decide whether women could lead the services, blow the shofar (the rams-horn trumpet blown on the High Holidays), and whether daughters of kohanim (hereditary priests) could give the priestly blessing. Advised by Scheindlin, the congregation decided to make the services fully egalitarian, allowing women to perform all three functions.
Baith Israel Anshei Emes' move to egalitarianism culminated in August 1988, when Debra Cantor was hired as its first female rabbi, making it the first synagogue in the Northeastern United States to be led by a woman. Cantor, who was 33 at the time, had been valedictorian of that year's graduating class at the Jewish Theological Seminary. The decision was not accepted by all congregants; the Conservative movement had ordained its first female rabbi, Amy Eilberg, only three years before, in 1985, and following Cantor's appointment a number of families left the synagogue to form B'nai Avraham, an Orthodox congregation in Brooklyn Heights.
## 21st century
In 2002 Congregation Baith Israel Anshei Emes received a \$1 million grant for building renovations from Lillian Goldman, just weeks before her death; she had previously donated \$20 million for the reconstruction and expansion of Yale Law School's library, and \$5 million to Manhattan's 92nd Street Y for a family center there. After raising over \$2 million more, including a \$54,000 grant from the Jewish Communal Fund, in 2003 the congregation began re-building the three story school/community center from the ground up, leaving only the historic facade. In 2004 the building was re-opened as the "Sol and Lillian Goldman Education Center", and a day-time pre-school launched. Though the sanctuary also needed extensive repairs, the renovations of the school/community center were undertaken first because the congregation decided "a venue for social functions is at the heart of every cohesive religious group". The following year, the school received a \$25,000 grant from the Edith Glick Shoolman Children's Foundation "[t]o assist in the development of the Kane Street Kids program for preschool age children housed in the Congregation's Early Childhood Center".
Nearly 300 households were members by 2006, and in the same year, the New York State Office of Parks, Recreation and Historic Preservation awarded the synagogue a grant of \$350,000 for exterior restoration of the sanctuary. The grant was part of a million-dollar capital campaign that the membership intended to carry out in 2008, as the synagogue building still required extensive repairs: the roof leaked, causing interior damage, and (along with the gutters) needed to be replaced; interior columns were taped to prevent plaster from falling off them; the sanctuary doors needed to be replaced; and the stained glass windows needed to be removed, the metal holding them repaired, and their wooden framing replaced. In 2007 the New York Landmarks Conservancy's Sacred Sites Program awarded Congregation Baith Israel Anshei Emes grants totaling \$17,500, for copper roof and masonry restoration.
In 2008, the Synagogue filed documents with the New York Department of State, and was approved to officially use the name "Kane Street Synagogue," which had been its commonly-used name for several decades at that point.
The congregation had been supportive of the LGBTQ+ community since at least the early 1990s, and following the late 2006 decision by the Committee on Jewish Law and Standards to allow same-sex commitment ceremonies, in 2007 Kane Street Synagogue voted to follow suit. The day before Yom Kippur, 2009, the synagogue was picketed by members of the Westboro Baptist Church, who shouted antisemitic and anti-gay slogans.
The congregation was led by now Rabbi Emeritus, Samuel H. Weintraub from 1996 to 2021. He was succeeded by Interim Senior Rabbi Paul. F. Resnick. Rabbi Michelle Dardashti was elected as head rabbi by the congregation in March 2022, and officially assumed her role on August 1 of that year.
Congregation Baith Israel Anshei Emes continues to be the oldest continuously operating synagogue in Brooklyn. |
11,556,847 | The Disasters of War | 1,136,899,323 | Series of prints by Francisco Goya | [
"1810s prints",
"19th-century etchings",
"Anti-war works",
"Military art",
"Peninsular War",
"Prints and drawings in the British Museum",
"Prints by Francisco Goya",
"War art"
]
| The Disasters of War (Spanish: Los desastres de la guerra) is a series of 82 prints created between 1810 and 1820 by the Spanish painter and printmaker Francisco Goya (1746–1828). Although Goya did not make known his intention when creating the plates, art historians view them as a visual protest against the violence of the 1808 Dos de Mayo Uprising, the subsequent Peninsular War of 1808–1814 and the setbacks to the liberal cause following the restoration of the Bourbon monarchy in 1814. During the conflicts between Napoleon's French Empire and Spain, Goya retained his position as first court painter to the Spanish crown and continued to produce portraits of the Spanish and French rulers. Although deeply affected by the war, he kept private his thoughts on the art he produced in response to the conflict and its aftermath.
He was in poor health and almost deaf when, at 62, he began work on the prints. They were not published until 1863, 35 years after his death. It is likely that only then was it considered politically safe to distribute a sequence of artworks criticising both the French and restored Bourbons. In total over a thousand sets have been printed, though later ones are of lower quality, and most print room collections have at least some of the set.
The name by which the series is known today is not Goya's own. His handwritten title on an album of proofs given to a friend reads: Fatal Consequences of Spain's Bloody War with Bonaparte, and Other Emphatic Caprices (Fatales consequencias de la sangrienta guerra en España con Buonaparte, Y otros caprichos enfáticos). Aside from the titles or captions given to each print, these are Goya's only known words on the series. With these works, he breaks from a number of painterly traditions. He rejects the bombastic heroics of most previous Spanish war art to show the effect of conflict on individuals. In addition he abandons colour in favour of a more direct truth he found in shadow and shade.
The series was produced using a variety of intaglio printmaking techniques, mainly etching for the line work and aquatint for the tonal areas, but also engraving and drypoint. As with many other Goya prints, they are sometimes referred to as aquatints, but more often as etchings. The series is usually considered in three groups which broadly mirror the order of their creation. The first 47 focus on incidents from the war and show the consequences of the conflict on individual soldiers and civilians. The middle series (plates 48 to 64) record the effects of the famine that hit Madrid in 1811–12, before the city was liberated from the French. The final 17 reflect the bitter disappointment of liberals when the restored Bourbon monarchy, encouraged by the Catholic hierarchy, rejected the Spanish Constitution of 1812 and opposed both state and religious reform. Goya's scenes of atrocities, starvation, degradation and humiliation have been described as the "prodigious flowering of rage". The serial nature in which the plates unfold has led some to see the images as similar in nature to photography.
## Historical background
Napoleon I of France declared himself First Consul of the French Republic on 18 February 1799, and was crowned Emperor in 1804. Because Spain controlled access to the Mediterranean, it was politically and strategically important to him. The reigning Spanish sovereign, Charles IV, was internationally regarded as ineffectual, and his position at the time was threatened by his pro-British heir, Crown Prince Ferdinand. Napoleon took advantage of Charles's weak standing by suggesting the two nations conquer Portugal—the spoils to be divided equally between France, Spain and the Spanish Prime Minister, Manuel de Godoy, who would take the title "Prince of the Algarve". Seduced by the French offer, Godoy accepted, failing to detect the true motivations of either Napoleon or Ferdinand, who both intended to use the invasion as a ploy, to seize power in Spain.
Under the guise of reinforcing the Spanish armies, 25,000 French troops entered Spain unopposed in November 1807. Even when their intentions became clear the following February, the occupying forces faced little resistance besides isolated actions in disconnected areas. In 1808, a popular uprising—incited by Ferdinand's supporters—saw Godoy captured and left Charles with no choice but to abdicate; he did so on 19 March 1808, allowing his son to ascend the throne as Ferdinand VII. Ferdinand had been seeking French patronage, but Napoleon and his principal commander, Marshal Joachim Murat, believed that Spain would benefit from rulers who were more progressive and competent than the Bourbons. They decided that Napoleon's brother, Joseph Bonaparte, should be king. Under a pretext of mediation, Napoleon summoned Charles and Ferdinand to Bayonne, France, where they were coerced into relinquishing their rights to the throne in favour of Joseph.
Like other Spanish liberals, Goya was left in a difficult position after the French invasion. He had supported the initial aims of the French Revolution, and hoped its ideals would help liberate Spain from feudalism to become a secular, democratic political system. There were two conflicts being fought in Spain: the resistance against the French threat, and a domestic struggle between the ideals of liberal modernisation and the pre-political incumbent ruling class. The latter divide became more pronounced—and the differences far more entrenched—following the eventual withdrawal of the French.
Several of Goya's friends, including the poets Juan Meléndez Valdés and Leandro Fernández de Moratín, were overt afrancesados: the supporters (or collaborators, in the view of many) of Joseph Bonaparte. He maintained his position as court painter, for which an oath of loyalty to Joseph was necessary. However, Goya had an instinctive dislike of authority, and witnessed first-hand the subjugation of his countrymen by French troops. During these years he painted little aside from portraits of figures from all parties, including an allegorical painting of Joseph Bonaparte in 1810, Wellington from 1812 to 1814, and French and Spanish generals. Meanwhile, Goya was working on drawings that would form the basis for The Disasters of War. He visited many battle sites around Madrid to witness the Spanish resistance. The final plates are testament to what he described as "el desmembramiento d'España"—the dismemberment of Spain.
## Plates
Art historians broadly agree that The Disasters of War is divided into three thematic groupings—war, famine, and political and cultural allegories. This sequence broadly reflects the order in which the plates were created. Few of the plates or drawings are dated; instead, their chronology has been established by identifying specific incidents to which the plates refer, and the different batches of plates used, which allow sequential groups to be divined. For the most part, Goya's numbering agrees with these other methods. However, there are several exceptions. For example, plate 1 was among the last to be completed, after the end of the war.
In the early plates of the war grouping, Goya's sympathies appear to lie with the Spanish defenders. These images typically show patriots facing hulking, anonymous invaders who treat them with fierce cruelty. As the series progresses, the distinction between the Spanish and the imperialists becomes ambiguous. In other plates, it is difficult to tell to which camp the distorted and disfigured corpses belong. Some of the titles deliberately question the intentions of both sides; for example, Con razon ó sin ella can mean with or without reason, rightly or wrongly, or for something or for nothing. Critic Philip Shaw notes that the ambiguity is still present in the final group of plates, saying there is no distinction between the "heroic defenders of the Fatherland and the barbaric supporters of the old regime". There have been a variety of English translations offered for the plate titles. In many instances, the satirical and often sardonic ambiguity and play on Spanish proverbs found in Goya's carefully worded original titles is lost.
### War
Plates 1 to 47 consist mainly of realistic depictions of the horrors of the war fought against the French. Most portray the aftermath of battle; they include mutilated torsos and limbs mounted on trees, like "fragments of marble sculpture". Both French and Spanish troops tortured and mutilated captives; evidence of such acts is minutely detailed across a number of Goya's plates. Civilian death is also captured in detail. Spanish women were commonly victims of assault and rape. Civilians often followed armies to battle scenes. If their side won, women and children would search the battlefield for their husbands, fathers and sons. If they lost, they fled in fear of being raped or murdered. In plate 9, No quieren (They do not want to), an elderly woman is shown wielding a knife in defence of a young woman who is being assaulted by a soldier.
The group begins with Tristes presentimientos de lo que ha de acontecer (Sad forebodings of what must come to pass), in which a man kneels in the darkness with outstretched arms. The following plates describe combat with the French, who—according to art critic Vivien Raynor—are depicted "rather like Cossacks, bayoneting civilians", while Spanish civilians are shown "poleaxing the French." Plates 31 to 39 focus on atrocities and were produced on the same batch of plates as the famine group. Others are based on drawings Goya had completed in his Sketchbook-journal, in studies where he examined the theme of the grotesque body in relation to the iconography of the tortured or martyred one. In his India ink wash drawing We cannot look at this (1814–24), he examined the idea of a humiliated inverted body with pathos and tragedy, as he did to comical effect in The Straw Mannequin (1791–92).
Unlike most earlier Spanish art, Goya's rejects the ideals of heroic dignity. He refuses to focus on individual participants; though he drew from many classic art sources, his works pointedly portray the protagonists as anonymous casualties, rather than known patriots. The exception is plate 7, Que valor! (What courage!), which depicts Agustina de Aragón (1786–1857), the heroine of Zaragoza, who brought food to the cannoneers at the city defensive walls during the siege in which 54,000 Spaniards died. When all the cannoneers had been killed, Agustina manned and fired the cannons herself. Although it is agreed that Goya could not have witnessed this incident, Robert Hughes believes it may have been his visit to Zaragoza in the lull between the first and second phases of the siege that inspired him to produce the series.
### Famine
The second group, plates 48 to 64, detail the effects of the famine which ravaged Madrid from August 1811 until after Wellington's armies liberated the city in August 1812. Starvation killed 20,000 people in the city that year. In these plates, Goya's focus is directed away from the generalised scenes of slaughter of anonymous, unaligned people in unnamed regions of Spain; he turns towards a specific horror unfolding in Madrid. The famine was a result of many factors. For example, French invaders and Spanish guerrillas and bandits blocked paths and roads into the city, hampering the provision of food.
Goya does not focus on the reasons for the shortage, nor does he apportion blame to any one party. Instead, he is concerned only with its effect on the population. Although the images in the group were based on the experience of Madrid, none of the scenes depict specific events, and there are no identifiable buildings to place the scenes. Goya's focus is on the darkened masses of dead and barely alive bodies, men carrying corpses of women, and bereaved children mourning for lost parents. Hughes believes plate 50, Madre infeliz! (Unhappy mother!), to be the most powerful and poignant of the group. He suggests that the space between the small girl sobbing and the corpse of her mother represents "a darkness that seems to be the very essence of loss and orphanhood". This group of plates was probably completed by early 1814. A scarcity of materials during the famine may have accounted for the freer application of aquatint in these prints; Goya was sometimes forced to use defective plates or reuse old plates after they were burnished.
### Bourbons and clergy
Plates 65 to 82 were named "caprichos enfáticos" ("emphatic caprices") in the original series title. Completed between 1813 and 1820 and spanning Ferdinand VII's fall and return to power, they consist of allegorical scenes that critique post-war Spanish politics, including the Inquisition and the then-common judicial practice of torture. Although peace was welcomed, it produced a political environment that was in ways more repressive than before. The new regime stifled the hopes of liberals such as Goya, who used the term "fatal consequences" to describe the situation in his title for the series. Hughes refers to the group as the "disasters of peace".
After the six years of absolutism that followed Ferdinand's return to the throne on 1 January 1820, Rafael del Riego initiated an army revolt with the intent of restoring the 1812 Constitution. By March, the king was forced to agree, but by September 1823, after an unstable period, a French invasion supported by an alliance of the major powers had removed the constitutional government. The last prints were probably not completed until after the Constitution was restored, though certainly before Goya left Spain in May 1824. Their balance of optimism and cynicism makes it difficult to relate them directly to particular moments in these rapidly moving events.
Many of these images return to the savage burlesque style seen in Goya's earlier Caprichos. Plate 75 Farándula de charlatanes (Troupe of charlatans) shows a priest with a parrot's head performing before an audience of donkeys and monkeys. In plate 77, a pope walking a tightrope was "prudently reduced" to a cardinal or bishop in the print published in 1863. Some prints showing animal scenes seem to draw from a satirical verse fable by Giovanni Battista Casti, published in Italian in 1802; the Animal Farm of its day. In plate 74, the wolf, representing a minister, quotes from the fable—"Miserable humanity, the fault is thine"—and signs with Casti's name. The print "lays the blame for their rulers' barbarity on the victims' own acceptance of it".
A number of plates in this group reveal a scepticism towards idolatry of religious images. There are instances in the group where early Christian iconography, in particular statues and processional images, are mocked and denigrated. Plate 67, Esta no lo es menos (This is no less curious), shows two statues carried by two stooped members of clergy. One statue is recognisable as the "Virgin of Solitude". In Goya's image, the statue is not carried vertically in processional triumph, rather it lies flat and undignified on the backs of the two almost crouched men. Shown horizontal, the object loses its aura, and becomes a mere everyday object. Art critics Victor Stoichita and Anna Maria Coderch wrote, "It is in effect a deposed, toppled image, stripped of its powers and its connotations." Goya is making a general statement: that the Church's attempts to support and restore the Bourbons were "illusory, since what they proposed was nothing more than the adoration of an empty form".
The published edition of The Disasters of War ends as it begins; with the portrayal of a single, agonized figure. The last two plates show a woman wearing a wreath, intended as a personification of Spain, Truth, or the Constitution of 1812—which Ferdinand had rejected in 1814. In plate 79, Murió la Verdad (The Truth has died), she lies dead. In plate 80, Si resucitará? (Will she live again?), she is shown lying on her back with breasts exposed, bathed in a halo of light before a mob of "monks and monsters". In plate 82, Esto es lo verdadero (This is the true way), she is again bare-breasted and apparently represents peace and plenty. Here, she lies in front of a peasant.
## Execution
Many of Goya's preparatory drawings, mostly in red chalk, have survived and are numbered differently from the published prints. He produced two albums of proofs—among many individual proof impressions—of which only one is complete. The full album consists of 85 works, including three small Prisioneros ("Prisoners") made in 1811 which are not part of the series. Goya gave the copy of the full album, now in the British Museum, to his friend Juan Agustín Ceán Bermúdez. It contains a title-page inscription in Goya's hand, is signed at the page edges, and has numbers and titles to the prints written by Goya. These were copied on the plates when the published edition was prepared in 1863. By then, 80 had passed from Goya's son, Javier—who had stored them in Madrid after his father left Spain—to the Real Academia de Bellas Artes de San Fernando (Royal Academy of Fine Arts of San Fernando), of which Goya had been director. Comparison of the Ceán proof set and the engraved captions reveal changes to the inscriptions in factors such as spelling, punctuation and phrasing. These modifications sometimes affected the accompanying scene's meaning or impact, such as in Plate 36: in all printed editions, the title is given as 'Tampoco' ('Not in this case either'), while in the proof series it is written as 'Tan poco' ('So little'). Numbers 81 and 82 of the series rejoined the others in the Academy in 1870, and were not published until 1957. Goya's title for the series in the Ceán album, was Fatal consequences of the bloody war in Spain with Bonaparte. Its subsequent shortening to Los Desastres de la Guerra was presumably an allusion to Jacques Callot's series Les misères de la Guerre.
As the series progressed, Goya evidently began to experience shortages of good quality paper and copper plates, and was forced to take what art historian Juliet Wilson-Bareau calls the "drastic step" of destroying two etched and aquatinted landscapes, likely from the first years of the century, from which very few impressions had been printed. These were cut in half to produce four of The Disasters of War's prints. Partly because of the material shortages, the sizes and shapes of the plates vary somewhat, ranging from as small as 142 × 168 mm (5.6 × 6.6 in) to as large as 163 × 260 mm (6.4 × 10.2 in).
Goya completed 56 plates during the war against France, and these are often viewed as eye-witness accounts. A final batch—including plate 1, several in the middle of the series, and the last 17 plates—are likely to have been produced after the end of the war, when materials were more abundant. The titles of some plates, written beneath each, indicate his presence: I saw this (plate 44) and One can not look (plate 26). While it is unclear how much of the conflict Goya witnessed, it is generally accepted that he observed first-hand many of the events recorded in the first two groups. A number of other scenes are known to have been related to him second hand. It is known that he used a sketchbook when visiting battle sites; at his studio, he set to work on copper plate once he had absorbed and assimilated meaning from his sketches. All drawings are from the same paper, and all the copper plates are uniform.
The titles of a number of scenes link pairs or larger groups, even if the scenes themselves are not related. Examples include plates 2 and 3 (With or without reason and The same), 4 and 5 (The women are courageous and And they are fierce), and 9, 10 and 11 (They do not want to, Nor these and Or these). Other plates show scenes from the same story or incident, as in plates 46 and 47 (This is bad and This is how it happened), in which a monk is murdered by French soldiers looting church treasures; a rare sympathetic image of the clergy, who are generally shown to be on the side of oppression and injustice.
The Bermúdez set is considered "uniquely important ... because it shows the series as Goya must have intended to publish it, and the way he intended the plates to be printed". There is therefore a distinction between the published edition of 1863, with 80 plates, and the full series in the album, which contains 82 (ignoring the three small Prisioneros). The Bermúdez album was borrowed by the Academy for the 1863 edition. The original titles or captions were etched onto the plates, even with Goya's spelling mistakes. One title was changed, one plate had work added and, unlike the proofs, the printing was carried out selectively not wiping ink from areas of the surface of the plates, producing "surface tone", in accordance with mid-century taste.
Goya mostly used the tonal technique of aquatint, in which he became very skilled in producing dramatic contrasts, fully satisfying his needs for tonal effects. Reflecting the mid-19th century taste for a "rich overall tone", the 1863 edition took the "disastrous" decision to make considerable use of surface tone, which is not seen in the few early impressions made by Goya himself. Instead of the "luminosity and delicacy" of these, the later editions "provide a dulled and distorted reflection of the artist's intentions", according to Juliet Wilson Bareau.
The Disasters of War was not published during Goya's lifetime, possibly because he feared political repercussions from Fernando VII's repressive regime. Some art historians suggest that he did not publish because he was sceptical about the use of images for political motives, and instead saw them as a personal meditation and release. Most, however, believe the artist preferred to wait until they could be made public without censorship. A further four editions were published, the last in 1937, so that in total over 1,000 impressions of each print have been printed, though not all of the same quality. As with his other series, later impressions show wear to the aquatint. The 1863 edition had 500 impressions, and editions followed in 1892 (100) before which the plates were probably steel-faced to prevent further wear, 1903 (100), 1906 (275), and 1937. Many sets have been broken up, and most print room collections will have at least some of the set. Examples, especially from later editions, are available on the art market.
In 1873, Spanish novelist Antonio de Trueba published the purported reminiscences of Goya's gardener, Isidro, on the genesis of the series. de Trueba claims to have spoken to Isidro in 1836, when the gardener recalled accompanying Goya to the hill of Principe Pio to sketch the victims of the executions of 3 May 1808. Goya scholars are sceptical of the account; Nigel Glendinning described it as a "romantic fantasy", and detailed its many inaccuracies.
## Technique and style
Detailing and protesting the ugliness of life is a common theme throughout the history of Spanish art, from the dwarves of Diego Velázquez to Pablo Picasso's Guernica (1937). Reflecting on The Disasters of War, biographer Margherita Abbruzzese notes that Goya asks that the truth "be seen and ... shown to others; including those who have no wish to see it .... And the blind in spirit stay their eyes on the outward aspect of things, then these outward aspects must be twisted and deformed until they cry out what they are trying to say." The series follows a wider European tradition of war art and the examination of the effect of military conflict on civilian life—probably mostly known to Goya via prints. This tradition is reflected especially in Dutch depictions of the Eighty Years' War with Spain, and in the work of 16th-century German artists like Hans Baldung. It is believed Goya owned a copy of a famous set of 18 etchings by Jacques Callot known as Les Grandes Misères de la guerre (1633), which record the devastating impact on Lorraine of Louis XIII's troops during the Thirty Years' War.
The dead man in plate 37, Esto es peor (This is worse), forms a mutilated body of a Spanish fighter spiked on a tree, surrounded by the corpses of French soldiers. It is based in part on the Hellenistic fragment of a male nude, the Belvedere Torso by the Athenian "Apollonios son of Nestor". Goya had earlier made a black wash drawing study of the statue during a visit to Rome. In Esto es peor he subverts the classical motifs used in war art through his addition of a degree of black theatre—the branch piercing the body through the anus, twisted neck and close framing. The man is naked; a daring factor for Spanish art in the 19th century, during the time of the Spanish Inquisition. Art critic Robert Hughes remarked that the figures in this image "remind us that, if only they had been marble and the work of their destruction had been done by time rather than sabres, neo-classicists like Menges would have been in aesthetic raptures over them."
Goya abandons colour in the series, believing that light, shade and shadow provide for a more direct expression of the truth. He wrote, "In art there is no need for colour. Give me a crayon and I will 'paint' your portrait." He uses line not so much to delineate shape but, according to art historian Anne Hollander, "to scratch forms into existence and then splinter them, as a squinting, half blind eye might apprehend them, to create the distorting visual detritus that shudders around the edge of things seen in agonized haste .... This 'graphic' kind of clarity can be most sharp when it is most jagged." The immediacy of the approach suited his desire to convey the primitive side of man's nature. He was not the first to work in this manner; Rembrandt had sought a similar directness, but did not have access to aquatint. William Blake and Henry Fuseli, contemporaries of Goya's, produced works with similarly fantastical content, but, as Hollander describes, they muted its disturbing impact with "exquisitely applied linearity ... lodging it firmly in the safe citadels of beauty and rhythm."
In his 1947 book on Goya's etchings, English author Aldous Huxley observed that the images depict a recurrent series of pictorial themes: darkened archways "more sinister than those even of Piranesi's Prisons"; street corners as settings for the cruelty of the disparities of class; and silhouetted hilltops carrying the dead, sometimes featuring a single tree serving as gallows or repository for dismembered corpses. "And so the record proceeds, horror after horror, unalleviated by any of the splendors which other painters have been able to discover in war; for, significantly, Goya never illustrates an engagement, never shows us impressive masses of troops marching in column or deployed in the order of battle .... All he shows us is war's disasters and squalors, without any of the glory or even picturesqueness."
The Disasters of War is the second of Goya's four major print series, which constitute almost all of his most important work in the medium. He also created 35 prints early in his career—many of which are reproductions of his portraits and other works—and about 16 lithographs while living in France. His first series, the 80-plate Caprichos, were completed between 1797 and 1799 to document "the innumerable foibles and follies to be found in any civilized society, and ... the common prejudices and deceitful practices which custom, ignorance, or self-interest have made usual." Caprichos was put on sale in 1799, but was almost immediately withdrawn after threats from the Inquisition. In The Disasters of War's first two groups of prints, Goya largely departs from the imaginative, synthetic approach of Caprichos to realistically depict life-and-death scenes of war. In the last group, the Caprichos sense of the fantastic returns.
Between 1815 and 1816, Goya produced the Tauromachia, a series of 33 bullfighting scenes, during a break from The Disasters of War. Tauromachia was not politically sensitive, and was published at the end of 1816 in an edition of 320—for sale individually or in sets—without incident. It did not meet with critical or commercial success. While in France, Goya completed a set of four larger lithographs, Los toros de Burdeos (The Bulls of Bordeaux). His final series, known as Los Disparates (The Follies), Proverbios (Proverbs), or Sueños (Dreams), contains 22 large plates and at least five drawings that are seemingly part of the series but which were never etched. All these were left in Madrid—apparently incomplete and with only a handful of proofs printed—when Goya went to France in 1823. One plate is known to have been etched in 1816, but little else is established about the chronology of the works, or Goya's plans for the set.
Goya worked on The Disasters of War during a period when he was producing images more for his own satisfaction than for any contemporary audience. His work came to rely less on historical incidents than his own imagination. Many of the later plates contain fantastical motifs which can be seen as a return to the imagery of the Caprichos. In this, he is relying on visual clues derived from his inner life, rather than anything that could be recognised from real events or settings.
## Interpretation
In The Disasters of War, Goya does not excuse any purpose to the random slaughter—the plates are devoid of the consolation of divine order or the dispensation of human justice. This in part a result of the absence of melodrama or consciously artful presentation that would distance the viewer from the brutality of the subjects, as found in Baroque martyrdom. In addition, Goya refuses to offer the stability of traditional narrative. Instead, his composition tends to highlight the most disturbing aspects of each work.
The plates are set spaces without fixed boundaries; the mayhem extends outside the frames of the picture plane in all directions. Thus, they express the randomness of violence, and in their immediacy and brutality they have been described as analogous to 19th- and 20th-century photojournalism. According to Robert Hughes, as with Goya's earlier Caprichos series, The Disasters of War is likely to have been intended as a "social speech"; satires on the then prevailing "hysteria, evil, cruelty and irrationality [and] the absence of wisdom" of Spain under Napoleon, and later the Inquisition. It is evident Goya viewed the Spanish war with disillusionment, and despaired both for the violence around him and for the loss of a liberal ideal he believed was being replaced by a new militant unreason. Hughes believed Goya's decision to render the images through etchings, which by definition are absent of colour, indicates feelings of utter hopelessness.
His message late in life is contrary to the humanistic view of man as essentially good but easily corrupted. He seems to be saying that violence is innate in man, "forged in the substance of what, since Freud, we have called the id." Hughes believed that in the end there is only the violated emptiness of acceptance of our fallen nature: like the painting of Goya's dog, "whose master is as absent from him as God is from Goya."
The Disasters of War plates are preoccupied with wasted bodies, undifferentiated body parts, castration and female abjection. There are dark erotic undertones to a number of the works. Connell notes the innate sexuality of the image in plate 7—Agustina de Aragón's igniting a long cannon. The art historian Lennard Davis suggests that Goya was fascinated with the "erotics of dismemberment", while Hughes mentions plate 10 in Los disparates, which shows a woman carried in the grip of a horse's mouth. To Hughes, the woman's euphoria suggests, among other possible meanings, orgasm.
Contrary to the idea of an erotic charge, the art historian, John J. Ciofalo, writes, that the artist's illness in 1793 and the deafness that resulted dramatically changed his art thereafter. But the 1808-14 "Spanish War for Independence"--"a violent convulsion of anarchy, starvation, and slaughter--injected his art with a new psychological sensibility, one that probed deep into the foundations of culture and the human psyche, into the lightless cracks and fissures created when these foundations are shattered by war," by guerrilla warfare. Goya sought to depict this modern mode of warfare, breaking down, by any means necessary, of the enemy's morale, and this includes disturbing images of rape against the walls of ruined buildings and in broad daylight. Far from being erotically charged, they are manifestly violent and abhorrent.
## Legacy
Despite being one of the most significant anti-war works of art, The Disasters of War had no impact on the European consciousness for two generations, as it was not seen outside a small circle in Spain until it was published by Madrid's Royal Academy of San Fernando in 1863.
Since then, interpretations in successive eras have reflected the sensibilities of the time. Goya was seen as a proto-Romantic in the early 19th century, and the series' graphically rendered dismembered carcasses were a direct influence on Théodore Géricault, best known for the politically charged Raft of the Medusa (1818–19). Luis Buñuel identified with Goya's sense of the absurd, and referenced his works in such films as the 1930 L'Âge d'Or, on which he collaborated with Salvador Dalí, and his 1962 The Exterminating Angel.
The series' impact on Dalí is evident in Soft Construction with Boiled Beans (Premonition of Civil War), painted in 1936 in response to events leading to the Spanish Civil War. Here, the distorted limbs, brutal suppression, agonised expressions and ominous clouds are reminiscent of plate 39, Grande hazaña! Con muertos! (A heroic feat! With dead men!), in which mutilated bodies are shown against a backdrop barren landscape.
In 1993, Jake and Dinos Chapman of the Young British Artists movement created 82 miniature, toy-like sculptures modelled on The Disasters of War. The works were widely acclaimed and purchased that year by the Tate gallery. For decades, Goya's series of etching served as a constant point of reference for the Chapman brothers; in particular, they created a number of variations based on the plate Grande hazaña! Con muertos!. In 2003, the Chapman brothers exhibited an altered version of The Disasters of War. They purchased a complete set of prints, over which they drew and pasted demonic clown and puppy heads. The Chapmans described their "rectified" images as making a connection between Napoleon's supposed introduction of Enlightenment ideals to early-19th-century Spain and Tony Blair and George W. Bush purporting to bring democracy to Iraq.
## Gallery |
2,077,273 | Vidya Balan | 1,172,774,084 | Indian film actress | [
"1979 births",
"21st-century Indian actresses",
"Actresses from Mumbai",
"Actresses from Palakkad",
"Actresses in Bengali cinema",
"Actresses in Hindi cinema",
"Actresses in Malayalam cinema",
"Best Actress National Film Award winners",
"Female models from Mumbai",
"Filmfare Awards winners",
"Indian film actresses",
"Indian television actresses",
"International Indian Film Academy Awards winners",
"Living people",
"Recipients of the Padma Shri in arts",
"Screen Awards winners",
"St. Xavier's College, Mumbai alumni",
"University of Mumbai alumni",
"Zee Cine Awards winners"
]
| Vidya Balan (pronounced ; born 1 January 1979) is an Indian actress. Known for pioneering a change in the portrayal of women in Hindi cinema with her roles in female-led films, she is the recipient of several awards, including a National Film Award and seven Filmfare Awards. She was awarded the Padma Shri by the Government of India in 2014.
Vidya aspired to a career in film from a young age and had her first acting role in the 1995 sitcom Hum Paanch. While pursuing a master's degree in sociology from the University of Mumbai, she made several unsuccessful attempts to start a career in film, and featured in television commercials and music videos. She made her film debut by starring in the Bengali film Bhalo Theko (2003) and received praise for her first Hindi film, the drama Parineeta (2005). This was followed by commercial successes in Lage Raho Munna Bhai (2006) and Bhool Bhulaiyaa (2007), but her subsequent roles failed to propel her career forward.
Vidya established herself by starring as headstrong women in five consecutive commercial successes, which also earned her critical and awards recognition. These were in the drama Paa (2009), the black comedy Ishqiya (2010), the thrillers No One Killed Jessica (2011) and Kahaani (2012), and the biopic The Dirty Picture (2011). The last of these won her the National Film Award for Best Actress. Following a downturn, Vidya made a career comeback by playing cheerful women balancing work and family life in Tumhari Sulu (2017) and Mission Mangal (2019). The latter emerged as her highest-grossing release. Vidya has since starred in the Amazon Prime Video films Shakuntala Devi (2020), Sherni (2021), and Jalsa (2022).
Vidya also promotes humanitarian causes and supports the empowerment of women. She is a member of the Indian Central Board of Film Certification and has hosted a radio show. Early in her career, she drew criticism for her fluctuating weight and dress sense, but was later credited in the media for her unconventionality. Vidya is married to the film producer Siddharth Roy Kapur.
## Early life and initial career struggles
Vidya was born on 1 January 1979 in Bombay (present-day Mumbai), into a Tamil Brahmin family. Her father, P. R. Balan, is the executive vice-president of Digicable and her mother, Saraswathy Balan, is a homemaker. According to Vidya, they speak Palakkad Tamil at home. Her elder sister, Priya Balan, works in advertising. The actress Priyamani is her second cousin.
Vidya grew up in the suburban neighbourhood of Chembur, Mumbai and attended St. Anthony Girls' High School. From a young age, she aspired to a career in film and was inspired by the work of actors Shabana Azmi and Madhuri Dixit. At the age of 16, she starred in the first season of Ekta Kapoor's sitcom Hum Paanch as Radhika, a bespectacled teenager. After the series ended, Vidya refused director Anurag Basu's offer to star in a television soap opera, as she wanted to concentrate on a film career. Her parents were supportive of the decision but encouraged her to complete her education first. She attended St. Xavier's College to pursue a bachelor's degree in sociology and later earned a master's degree from the University of Mumbai.
While pursuing her master's degree, Vidya was cast as the female lead in the Malayalam film Chakram, opposite Mohanlal and was subsequently signed on for 12 other Malayalam language films. However, due to production difficulties, Chakram was shelved. The postponement of a film starring Mohanlal was an unheard occurrence in Malayalam cinema and producers blamed Vidya for bringing "bad luck" to the project; labelled her as a "jinx"; and replaced her in the films that she had been contracted for. She shifted focus to Tamil cinema. In 2001, she was cast as the female lead in N. Linguswamy's Run (2002). However, after completing the first shooting schedule, she was unceremoniously dropped and replaced by Meera Jasmine. She was signed up under false pretences for a sex comedy, a genre she was uncomfortable with, and decided to leave the project. She was also replaced by Meera Jasmine in Bala (2002). Thereafter, she signed on for a third Tamil film, Manasellam (2003), but was replaced by Trisha as the director was dissatisfied with her work. Kalari Vikraman, another Malayalam film that she completed work for in 2003, failed to get a theatrical release. After failing to start a film career, Vidya appeared in approximately 60 television commercials and in music videos for Euphoria and Shubha Mudgal; a majority of these were directed by Pradeep Sarkar.
## Career
### Early work (2003–2008)
Vidya's film debut came with the Bengali film Bhalo Theko (2003), a drama directed by Goutam Halder. He cast her in the central role of Aanandi, a young woman reminiscing about her past, for the combination of innocence and experience that he found in her. Vidya was ecstatic about her involvement in Bengali cinema, later calling it a dream come true and highlighting its contribution to her subsequent progress. She was awarded an Anandalok Purashkar for Best Actress for her performance. On Pradeep Sarkar's recommendation, Vidya auditioned for the lead role in his directorial venture—the Hindi film Parineeta (2005). The film's producer Vidhu Vinod Chopra initially preferred an established actress in the part, but agreed to cast Vidya after she underwent six months of extensive tests. Based on Sarat Chandra Chattopadhyay's 1914 Bengali novel of the same name, Parineeta tells the love story between Shekhar (played by Saif Ali Khan), the son of the local zamindar, and Lalita (Vidya), the dignified daughter of the family's tenant. Vidya's performance received praise from critics; Derek Elley of Variety found her to be an "acting revelation", adding that her "devoted but dignified Lalita is the picture's heart and soul". At the annual Filmfare Awards ceremony, she won Best Female Debut and received a nomination for Best Actress.
Continuing her collaboration with Chopra's company, Vidya starred opposite Sanjay Dutt in Rajkumar Hirani's comedy film Lage Raho Munna Bhai (2006). She played a radio jockey and the title character's love interest, for which she met up with radio hosts and watched them at work. While she acknowledged not having a substantial role in the film, she agreed to the project as part of a conscious effort to work in different genres to avoid being typecast in her Parineeta image. With earnings of ₹1.19 billion (US\$15 million), Lage Raho Munna Bhai emerged as one of the highest-grossing Hindi films to that point. Vidya began 2007 by accepting the supporting role of a multiple sclerosis patient in Mani Ratnam's drama Guru, starring Abhishek Bachchan and Aishwarya Rai, citing her desire to work with Ratnam. Raja Sen of Rediff.com bemoaned that she was "somewhat wasted in a role that isn't as well-etched". Her next two roles, in the ensemble films Salaam-e-Ishq and Eklavya: The Royal Guard, were similarly small, but she defended these choices as having been "part of my learning curve". Both films performed poorly at the box office, but the latter was selected as India's entry for the 80th Academy Awards. Citing date issues, Vidya refused Pradeep Sarkar and Sudhir Mishra's offers to star in their films Laaga Chunari Mein Daag and Khoya Khoya Chand, respectively; she has said that both filmmakers were upset with her decision.
In her next release of 2007, the comedy Heyy Babyy, she starred opposite Akshay Kumar in her first glamorous, westernised role. Her look was poorly received, with Namrata Joshi of Outlook writing, "Vidya is irritating, over-the-top, extremely affected and looks ghastly in figure-hugging frocks." She next teamed with Kumar once again in Bhool Bhulaiyaa, a comedy horror film from Priyadarshan, which served as a remake of the Malayalam film Manichitrathazhu (1993). Played by Shobana in the original, Vidya was challenged by the role of a woman suffering from dissociative identity disorder; in preparation, she stayed in isolation for three days and once collapsed on set. Moreover, she was intimidated by the dancing that her role required and began learning kathak days before filming her scenes. Despite disliking the film and Vidya's dancing, Khalid Mohamed found her "bankably likeable", and Taran Adarsh described her as "splendid". Both Heyy Babyy and Bhool Bhulaiyaa were among the highest-grossing Hindi films of the year. The latter earned her a second Best Actress nomination at Filmfare.
In 2008's Halla Bol, based on the life of activist Safdar Hashmi, Vidya played a supporting role opposite Ajay Devgn. She next took on a glamorous role once again in the romantic comedy Kismat Konnection, co-starring Shahid Kapoor. She explained her choice of this part as a deliberate attempt to move away from her comfort zone, but she found it difficult to dance alongside Kapoor. Elvis D'Silva of Rediff.com found Vidya to be "woefully miscast" and criticised her look and wardrobe, as did Shubhra Gupta of The Indian Express, who dismissed her as "determinedly frumpy". Both films had poor box office returns. Addressing her failure in portraying glamorous roles, Vidya has said that such parts did not suit her personality and blamed herself for "a complete lack of conviction on my part".
### Established actress (2009–2012)
Vidya's career prospects improved in 2009 when R. Balki cast her in his comedy-drama Paa. She played a single mother struggling with her son's (played by Amitabh Bachchan) progeria. She was initially skeptical about playing the part, wondering if she could be maternal towards an actor of Bachchan's stature, who is over 30 years her senior. After insisting on a look test with Bachchan, she said that his effective transformation into a young boy had convinced her to accept the part. Comparing her acting style to that of Dimple Kapadia, the critic Sukanya Verma wrote, "Balan is poignant yet restrained and projects an impressive figure of grace and integrity"; Nikhat Kazmi of The Times of India commended her for lending a "rare dignity to the image of the Bollywood mom". Paa was a commercial success, and won Vidya the Filmfare Award and Screen Award for Best Actress. Vidya has said that the film's reception gave her "courage to stick to my conviction".
Vidya described her next role, in Abhishek Chaubey's black comedy Ishqiya (2010), to be "an epitome of grey". In a departure from her wholesome on-screen persona, she starred as a seductive, manipulative widow from a village in Uttar Pradesh. The part required her to master the local dialect, which also involved the use of profanity. Anupama Chopra opined, "Vidya Balan's smoldering looks scorch the screen even as her eyes hint at tragedy. She proves that she is miles ahead of the cookie cutter Barbie dolls that clutter Bollywood and that sensuality has very little to do with showing skin." Vidya's work won her the Filmfare Critics Award for Best Actress, a second consecutive Best Actress award at Screen, and a nomination for Best Actress at Filmfare.
The year 2011 was key in Vidya's career, as she had starring roles in two commercially successful female-led films. In No One Killed Jessica, a thriller based on the murder of Jessica Lal, and co-starring Rani Mukerji, Vidya played the real-life character of Sabrina, who seeks justice for her sister's murder. Vidya was styled in men's dresses and loose-fitted clothing; several scenes were shot on location using hidden cameras, and she was pleased with the anonymity that her styling provided. Moreover, she spoke positively of her rapport with Mukerji, noting the rarity of two leading ladies within the same Hindi film. Sudhish Kamath of The Hindu took note of Vidya's ability to be "in sublime control over her emotions" and Savera Someshwar of Rediff.com added that "her hesitant body language, her faith, her helplessness, her rage, her sorrow and her gratitude all come across beautifully". Vidya earned another Filmfare nomination for Best Actress. In the same year, she made a guest appearance in the Malayalam film Urumi and a retrospective of her films was held in Australia as part of the Bollywood and Beyond festival.
The New York Times reported that with her role in The Dirty Picture (2011), a drama based on the controversial Indian actress Silk Smitha, Vidya had "redefine[d] the Hindi film heroine". She was challenged by the overwhelming sexuality in the role, and spoke of the mental preparation she put into achieving a balance between the character's mix of innocence, vulnerability, and sex appeal. She gained 12 kilograms (26 lb) to look the part. Khalid Mohamed observed of Vidya, "She's extraordinary: gutsy, consistently in character and unafraid of exposing her darker side. Here's the kind of complex performance which you haven't evidenced in years and years." With worldwide earnings of ₹1.14 billion (US\$14 million), The Dirty Picture emerged as Hindi cinema's highest-grossing female-led film to that point. Vidya won another Filmfare and Screen Award, in addition to the National Film Award for Best Actress.
She next starred in the thriller Kahaani (2012), directed by Sujoy Ghosh. Set in Kolkata during the Durga Puja festivities, the film starred Vidya as a pregnant woman in search of her missing husband. Made on a shoestring budget, it was shot for over 64 days in the streets of Kolkata by means of guerrilla filmmaking. Vidya drew media attention for wearing a prosthetic belly while promoting the film. Pratim D. Gupta of The Telegraph wrote that Vidya "gets into the physicality of a pregnant woman with unfailing mastery". Sanjukta Sharma of Mint summarised, "Balan’s existence, and indeed her flourishing, says something about the Hindi film industry finally breaking away from the “heroine" mould." As with The Dirty Picture, Kahaani too emerged among the biggest earning female-led Hindi films, grossing over ₹1.04 billion (US\$13 million) worldwide. Vidya won a fourth consecutive Best Actress Award at Screen and a third Best Actress Award at Filmfare.
### Setback and resurgence (2013–2019)
After serving as a jury member at the 2013 Cannes Film Festival, Vidya starred in the comic thriller Ghanchakkar (2013). Playing a boisterous Punjabi woman opposite Emraan Hashmi, she explained that unlike her previous few films, her part in it was secondary to the male star. Sarit Ray of Hindustan Times dismissed her "shrill, garish-dressing, magazine-devouring Punjabi housewife" character as "caricature-ish". Vidya then provided the voice of Draupadi for Mahabharat, an animation film based on the Indian epic of the same name. She began 2014 with Shaadi Ke Side Effects, a romantic comedy about a married couple, in which she was pitted opposite Farhan Akhtar. Critics liked their chemistry, but were unimpressed with the film. She was next drawn to the title role of an aspiring detective in the comedy-mystery film Bobby Jasoos, after connecting with the character's struggle to prove herself. It required her to sport 12 elaborate disguises, and she trained with a language coach to adopt a Hyderabadi accent. Rohit Khilnani of India Today was appreciative of Vidya's performance but disliked the film's script and execution. All of these films were commercially unsuccessful, which led Vidya to admit that she felt "devastated" by their reception.
The series of poorly received films continued with the romantic drama Hamari Adhuri Kahani (2015). The writer Mahesh Bhatt, who based the film on his own mother, was keen to have Vidya play the lead role of a domestic abuse survivor. Shubha Shetty-Saha of Mid-Day bemoaned that she had been "saddled with a boring, outdated, weepy character" and that "there was nothing much even she could do". The following year, she took on the supporting part of a police officer in Te3n (2016), a thriller inspired by the 2013 South Korean film Montage, co-starring Amitabh Bachchan and Nawazuddin Siddiqui. She was drawn to playing a woman who commands respect and identified with her "silent aggression". Rajeev Masand criticised the film's predictable denouement, but liked Vidya's ability to act through gestures. She then portrayed the actress Geeta Bali in multiple songs for Ekk Albela, a Marathi-language biopic of Bhagwan Dada. Journalists speculated if Kahaani 2: Durga Rani Singh (2016), a spiritual sequel to Kahaani, would help overcome her career decline. It was not as well-received as the first film, but Vidya received a Best Actress nomination at Filmfare for her portrayal of a child sexual abuse survivor. In a mixed review of the film, Raja Sen of Rediff.com wrote that "with tremendous commitment to the part, [Vidya] gives us a stirring performance free of vanity or obviousness".
In Srijit Mukherji's period drama Begum Jaan (2017), a remake of the filmmaker's own Bengali film Rajkahini (2015), Vidya played the title role of a procurer from the 1940s. She worked with Mukherji to provide a backstory to her character and researched the era by reading The Other Side of Silence; filming in the barren landscape of rural Jharkhand was physically daunting for her. Anna M. M. Vetticad of Firstpost wrote that she "issues one-liners in a monotone, but is unable to dig deep and summon up a relatable human being". Vidya next played Sulu, a spirited housewife who moonlights as a talk radio host of a relationship counseling show, in the comedy-drama Tumhari Sulu. She identified with her character's lively personality and was pleased to play a rare comic part. She drew on her experience of playing a radio jockey in Lage Raho Munna Bhai and listened to late-night radio shows. Writing for The Times of India, Neil Soans commended Vidya for "infusing Sulu with an abundance of infectious optimism without being aggravating", and Shubhra Gupta complimented the way she used "her distinctive voice and full-bellied laughter to invest Sulu with real warmth". NDTV listed her performance as the best by a Hindi film actress that year, and she won her fifth Screen Award and fourth Filmfare Award for Best Actress. It also proved to be Vidya's first commercial success since 2012; she called the film's reception a "major confidence booster".
Vidya expanded into South Indian cinema in 2019, with roles in the two-part Telugu biopic, N.T.R: Kathanayakudu and N.T.R: Mahanayakudu, and the Tamil drama Nerkonda Paarvai. In the former two, about the actor-politician N. T. Rama Rao, she played Rao's first wife. Both films failed commercially. In Nerkonda Paarvai, a remake of the courtroom drama Pink (2016), she briefly played the wife of Ajith Kumar's character. Although not keen on remakes, she agreed to the project to bring attention to its theme of sexual consent. Srinivasa Ramanujam of The Hindu dismissed the portions involving Vidya as inessential. It emerged as one of the highest-grossing Tamil films of the year. Vidya teamed with Akshay Kumar for the third time in Mission Mangal, about the Mars Orbiter Mission, which marked India's first interplanetary expedition. She liked the idea of playing a seemingly ordinary homemaker who balances her family life with her work as a scientist, and she was also pleased to work with four other leading ladies. Joe Leydon of Variety found Vidya to be "drop-dead perfect from wire to wire", and she was awarded with another Best Actress nomination at Filmfare. With global earnings of ₹2.9 billion (US\$36 million), Mission Mangal emerged as her highest-grossing release.
### Streaming films (2020–present)
The short film Natkhat (2020), about a mother teaching her young son about gender equality, marked Vidya's first production venture. It premiered on YouTube as part of the We Are One: A Global Film Festival. She then portrayed the mental calculator Shakuntala Devi in an eponymous biopic, which due to the COVID-19 pandemic could not release theatrically and instead streamed on Amazon Prime Video. The director Anu Menon cast Vidya as she believed that Devi's "gregarious and flamboyant" personality matched that of the actress; in preparation, Vidya listened to interviews of Devi's daughter and husband, and watched online videos of Devi. Mike McCahill of The Guardian praised Vidya's "all-shotguns-blazing performance" and The Hindu's Kenneth Rosario took note of her "ability to smoothly transition between age and appearances, but even she can't salvage a rather mawkish finale to the film". She received two more Filmfare nominations for her performance in it.
The following year, Vidya starred as an Indian Forest Service officer tracking a man-eating tigress in the environmental thriller Sherni (2021). In preparation, she met two forest officers and went on forest trails with them, and read Peter Wohlleben's book The Hidden Life of Trees. Sukanya Verma opined that Vidya's "refreshingly subdued portrayal" was a departure from the "self-aware feminist" roles that she had previously played. She was awarded with another Filmfare Critics Award for Best Actress for her performance. Vidya next starred alongside Shefali Shah in the thriller Jalsa (2022), which marked her third consecutive film to release on Amazon Prime Video. She played a journalist involved in a hit-and-run, a morally ambiguous character that she was initially hesitant to play. Monika Rawal Kukreja of Hindustan Times believed that the performances of Vidya and Shah had enhanced a mediocre picture.
Vidya led an ensemble cast in Anu Menon's murder mystery Neeyat (2023), which marked her first film to receive a theatrical release since Mission Mangal in 2019. She has said that unlike the usual portrayal of detectives as flamboyant, including her own in Bobby Jasoos, her character in Neeyat was "quirky, socially awkward and unusual". In an unfavourable review, Scroll.in's Nandini Ramnath termed both the film and Vidya's performance "serviceable". Vidya will next feature alongside Pratik Gandhi in the romantic comedy Lovers.
## Personal life and off-screen work
The mass media has often speculated about a romantic relationship between Vidya and her co-actors, but she has strongly denied these reports. In 2009, Vidya was involved in a controversy when she mentioned a previous relationship in which "caustic remarks" were made at her due to her weight. She said, "If someone who matters to you takes you down, it can break you. That someone whose approval mattered to me started to constantly find faults with me. At that point of time, it was important to walk away from that relationship." Though she refused to name the person, tabloid reports suggested that she was referring to Shahid Kapoor (her co-star in Kismat Konnection). Kapoor, however, denied the allegations. During an interview in May 2012, Vidya announced that she was dating Siddharth Roy Kapur, the CEO of UTV Motion Pictures. On 14 December 2012, the couple were married in a private ceremony in Bandra, Mumbai.
Vidya is trained in Carnatic music and briefly studied the dance forms of Bharatnatyam and Kathak. Regarding her religious affiliations, Vidya said, "I am a person with a lot of faith and I have conversations [with God] all the time but I am not so religious in the conventional, organised sense". She practices vegetarianism and was listed as "India's hottest vegetarian" in polls conducted by PETA in 2011 and 2012. Her weight fluctuations over the years have been the subject of substantial media coverage in India.
In March 2011, Vidya endorsed World Wildlife Fund's Earth Hour campaign in India. She campaigned for the cause of nutrition in India for Child In Need Institute (CINI), a non-profit organisation based in Kolkata. In September 2012, Vidya visited a village in Mirzapur, Uttar Pradesh, where she participated in a campaign to promote children's education and the empowerment of women. For her attempts to empower women, Vidya was awarded the Prabha Khaitan Puraskar 2012 by the Calcutta Chamber of Commerce; she was the youngest recipient of the award. In 2012, she became the first brand ambassador of the country's sanitation programme, later renamed as the Swachh Bharat Abhiyan. Since then, she has been part of a nationwide television and radio campaign aimed to increase construction and use of toilets.
In 2013, Vidya served as the grand marshal of the India Day parade held in New York City. In the same year, she launched a technology-based learning platform for underprivileged children in the Thanapur village of Uttar Pradesh. Also that year, Vidya featured as the host of No More Kamzor, a television special on women empowerment. On the occasion of International Women's Day in 2015, Vidya wrote an opinion column in Hindustan Times on the issues faced by women in India. In August 2017, Vidya was made a member of the Indian Central Board of Film Certification, to certify films for theatrical exhibition. The following year, she became the goodwill ambassador of Arpan, an NGO that creates awareness on sexual abuse. In 2019, she collaborated with BIG FM 92.7 to host a radio show named "Dhun Badal Ke Toh Dekho".
## Media image and artistry
Following the success of Parineeta and Lage Raho Munna Bhai, Vidya's film roles were subject to wide critical analysis. Vir Sanghvi noted that the films Heyy Babyy and Kismat Konnection were "strange films [...] in which she tried to pretend to be what she is not — a Bollywood bimbette." Vidya described that particular phase in her career as a "struggle to be someone else". Due to the criticism that her film choices evoked, Vidya decided to choose roles that she "believed in" rather than choose by convention. Members of the media have subsequently labelled her as "bold" and "daring" in her choices.
Her starring roles in Heyy Babyy and Kismat Konnection also led to considerable attention in the media for her "questionable wardrobe". Several publications listed her as the "worst dressed actress" and her costume designers attributed her failure to carry off western clothes due to her weight and body structure. She was later praised in the media for wearing saris at public events; designer Niharika Khan explained, "Vidya's beauty lies in her curves. She's comfortable in her voluptuousness, and therefore in a sari." Vidya has since been identified as defying "an anglicised idea of sexuality" and embody the idea of "raw Indian sexuality".
After portraying strong-willed protagonists in Paa, Ishqiya, No One Killed Jessica, The Dirty Picture and Kahaani, Vidya was credited in the media for pioneering a movement that breaks the stereotypical portrayal of heroines in Bollywood. The major commercial success of the latter two earned her the title of a "female hero" and Kalpana Nair of Firstpost noted that with these two films Vidya spearheaded a change in the roles that were offered to actresses over 30. Critic Mayank Shekhar predicted, "Just a few smart male actors can completely change the face of a commercial, star-driven film industry. Looking at [...] Vidya Balan [...] it appears, that change could well originate from the leading lady instead." In 2023, Rajeev Masand named her one of Hindi cinema's best actresses.
India Today featured Vidya in their 2012 listing of the nation's most powerful women and noted that "she has toppled the all dominating hero, reducing him to a supporting role in a male dominated film industry". Vidya was featured by Forbes India in their annual Celebrity 100 list in 2012 and 2013. She occupied the top slot in Rediff.com's annual listing of the year's best performances for two consecutive years (2010–11). She also featured in the list for the years 2005, 2006, 2009, 2012, and 2016. In 2012, the magazine Verve featured her as one of India's "Young Power Women" and wrote, "In a reel world peopled by size zero-toned bodies and pretty-as-a-picture heroines, Vidya comes across as completely real and natural – a woman who has followed her own instincts and dared to live her destiny by being her own person and not morphing herself to fit into any conventional slot." Two years later, the magazine listed her as a power icon. In 2018, The Economic Times considered Vidya to be one of the most prominent celebrity brand ambassadors in India.
In 2014, Vidya was awarded the Padma Shri, the fourth highest civilian award in India, for her contributions to the entertainment industry. The following year, she received an honorary Doctor of Arts degree from Rai University; the university also named a scholarship program for underprivileged girls after her. The chancellor of the university, Harbeen Arora said, "Among the league of iconic actors, Vidya is a pioneer in every way. Her films epitomise a distinct Indianness and a powerful womanhood".
## Filmography and accolades
Among Vidya's film awards are a National Film Award for Best Actress for The Dirty Picture (2011); and seven Filmfare Awards: Best Female Debut for Parineeta (2005); Best Actress for Paa (2009), The Dirty Picture (2011), Kahaani (2012), and Tumhari Sulu (2017); and Critics Award for Best Actress for Ishqiya (2010), and Sherni (2021). |
70,688,448 | 1989–90 Gillingham F.C. season | 1,168,209,031 | null | [
"1989–90 Football League Fourth Division by team",
"Gillingham F.C. seasons"
]
| During the 1989–90 English football season, Gillingham F.C. competed in the Football League Fourth Division, the fourth tier of the English football league system. It was the 58th season in which Gillingham competed in the Football League and the 40th since the club was voted back into the league in 1950. In the previous season, the team had been relegated from the Third Division, after which a number of players left the club, resulting in several teenagers playing in the opening games of the new season. Gillingham began their league campaign in poor form but a run of five consecutive wins in October and November took them into the top six. In December, the team lost to Maidstone United in the first Football League match between two Kent-based teams. Gillingham remained in contention for promotion until early March, but then lost six consecutive games; the team finished the season 14th in the Fourth Division.
Gillingham also competed in three knock-out competitions. The team were eliminated in the first round of both the FA Cup and Football League Cup. Gillingham progressed from the initial group stage of the Associate Members' Cup but lost in the first round proper. The team played a total of 53 competitive matches, winning 18, drawing 12 and losing 23. Steve Lovell was the team's top goalscorer, with 16 goals in the Fourth Division and a total of 18 in all competitions. Peter Johnson and Paul Haylock made the most appearances; each played 51 times in all competitions. The highest attendance recorded at the club's home ground, Priestfield Stadium, was 10,412, for the match against Maidstone.
## Background and pre-season
The 1989–90 season was Gillingham's 58th season playing in the Football League and the 40th since the club was elected back into the League in 1950 after being voted out in 1938. At the end of the previous season, the club had been relegated from the Football League Third Division to the Fourth Division after finishing 23rd out of 24 teams, ending a spell of 15 seasons in the third tier of the English football league system.
At the start of the 1989–90 season, Damien Richardson was the club's manager, a post he had held since April 1989. Before the new season, Ron Hillyard, the club's long-serving goalkeeper, was appointed to the position of assistant manager. The management team signed two veteran defenders ahead of the first match of the new season: Tony Pulis from AFC Bournemouth for a transfer fee of , and Peter Johnson from Southend United on a free transfer. Many of the previous season's regular starting players left the club following relegation, including goalkeeper Phil Kite, defender George Burley, and midfielders Dave Smith and Gavin Peacock. During the break between seasons, the club was involved in controversy surrounding the status of Pat Gavin, a young forward who had joined Gillingham on a trial basis in the latter stages of the previous season. After he impressed with his performances, scoring 7 goals in 13 games, Gillingham signed him to a three-year contract at the end of the season. The contract was not registered with the Football League, however, and Leicester City of the Second Division signed the player, which they were able to do without having to pay any transfer fee as he was not technically under contract at Gillingham. Gillingham chief executive Barry Bright offered to resign over the error but the club's board of directors did not accept his resignation. In July, the club was taking legal advice over the situation.
The club retained the previous season's kit design, which added a pattern of thin white lines to the team's traditional blue shirts. The second-choice kit, to be worn in the event of a clash of colours with the opposition, was all-red. The team prepared for the new season with a number of friendly matches, including one against Wimbledon of the First Division; goalkeeper Jeremy Roberts played as a trialist in that game. Although he was included in the official team photograph for the season, he never played a competitive game for Gillingham and there is no record of him ever signing a contract with the club.
## Fourth Division
### August–December
Gillingham's first game in the Fourth Division since 1974 took place at their home ground, Priestfield Stadium, on 19 August against Aldershot. Johnson made his debut, but Pulis was absent after being injured in a friendly. With injuries also ruling out Alan Walker, Tim O'Shea, and Brian Clarke, and further new signings not yet completed, Richardson was forced to select teenagers Ricky Pearson, Peter Beadle, Ivan Haines, Russell Norris, and Steve Thompson, the last two of whom were playing their first professional matches. The match finished in a goalless draw, as did the next league game away to Doncaster Rovers. Following a Football League inquiry, it was ruled that Gavin was now a Leicester player but that as a form of compensation he should return to Gillingham on loan for the duration of the 1989–90 season; he played for the first time since this ruling in the home game against Scunthorpe United, Gillingham's third league game of the season. Mike Trusson, a midfielder signed from Brighton & Hove Albion, made his debut in the same game. Gillingham lost the match 3–0, meaning that after three league games they were yet to score a goal in the Fourth Division. Peter Heritage, a forward signed from Hythe Town of the Southern League for a transfer fee of , made his debut against Scunthorpe; it was his first professional match at the age of nearly 29. The team's goalless run ended with a 2–1 win away to Hartlepool United on 9 September, Heritage scoring the winning goal, but the team then drew 0–0 with Burnley and lost 3–0 to Carlisle United. After six games, Gillingham were 18th of 24 teams in the league table.
Gillingham next played Southend United, who were top of the table and unbeaten. Having scored only two goals in the previous six league games, Gillingham won 5–0, the team's biggest win for two years. The next two games resulted in a 1–1 draw away to Peterborough United and a 1–0 win away to Halifax Town, Steve Lovell scoring both times, which took Gillingham up to 9th place. The team slipped back to 15th, however, after losing both their next two games without scoring a goal; captain Walker was absent for both games after being injured again. He returned to the team for a 3–0 win over Chesterfield on 21 October; Hillyard made his 618th appearance for Gillingham in that game, a new club record. It was the first of five consecutive league victories for the team; Gillingham ended October with a 1–0 win at home to Rochdale and won their first four league games of November, defeating Scarborough, Lincoln City, and Torquay United. The results took Gillingham up to 6th in the table, putting them in the promotion play-off places. The winning run came to an end with a 3–3 draw at home to Colchester United on 24 November, and Gillingham then lost in the Fourth Division for the first time in nearly two months when they were defeated 1–0 by York City on 9 December.
A week later, Mark O'Connor, a midfielder signed from AFC Bournemouth for , made his debut away to Exeter City; the game resulted in a second consecutive defeat. Ten days later, Gillingham played their first Football League match against near-neighbours Maidstone United, who had gained promotion from the Football Conference at the end of the previous season. Maidstone had competed in non-League football throughout their history, and such was the interest in the first Football League match between two teams from the county of Kent that the game drew an attendance of 10,412. It was Gillingham's largest home crowd for more than two years, and the start of the match had to be delayed to allow all the spectators into the stadium. Maidstone manager Keith Peacock had held the same post at Gillingham for six years until he was dismissed in 1987, a decision which led to public demonstrations by angry supporters, and he included five former Gillingham players in his team for the game. Maidstone took a two-goal lead in the second half and Mark Beeney, one of their former Gillingham players, saved a penalty kick from Lovell. Walker scored for Gillingham with two minutes remaining, colliding with the goalpost and knocking himself unconscious in the process, but Maidstone retained their lead and won the match. Pulis made his long-delayed debut in the team's final game of 1989, a 1–0 victory over Wrexham which took Gillingham up from 11th to 8th in the table, two points below the play-off places.
### January–May
Gillingham began the new year with an away game against Hereford United on 1 January; having scored his first goal for the club two days earlier, Johnson scored his second in a 2–1 victory. They would prove to be the only two goals he scored in nearly 80 games with the club. The team achieved a second consecutive victory with a 3–1 win over Doncaster Rovers, after which they were once again in the play-off places. The last two league games of January resulted in a defeat to Aldershot and a draw with Hartlepool United, in both of which the team failed to score any goals; Lovell, the team's leading goalscorer, had scored only once in his last six league games. His first goal of 1990 gave Gillingham a 2–1 win over Burnley on 13 February to keep Gillingham 8th in the table; Pulis was substituted after being injured again and would miss the next four games.
Following the victory over Burnley, Gillingham failed to score in a further three matches, which resulted in two more goalless draws and a defeat away to Colchester United. The goalless run ended when Gillingham won 2–1 on 27 February against Carlisle United, who were top of the table going into the game. The result took Gillingham back up to 6th place, and they remained there after they began March with a 1–0 win at home to Cambridge United. Gavin, who had been restored to the starting line-up two games earlier after several games as a substitute, scored the only goal of the game in the first half; it would prove to be the only goal he scored in 39 matches during his loan spell. Following the victory, Gillingham were only two points below the three automatic promotion places and, although they once again failed to score in the next game against Peterborough United, another goalless draw reduced the gap to a single point. On 16 March, Gillingham beat Halifax Town 3–1 in a Friday evening game to climb to 3rd place, although after the next day's games they had fallen back to 6th. Following that victory, however, the team lost their next six games, a run during which they scored only a single goal in over nine hours of football. Beadle returned to the team as a substitute in the 2–0 defeat to Torquay United on 7 April; the teenaged forward had not played for the first team since the signing of Heritage, but was recalled from a loan spell at Margate following an injury to Trusson which would keep the midfielder out for the rest of the season. By the time Gillingham lost 1–0 to Hereford United on 14 April, their sixth consecutive defeat and fourth without scoring a goal, they had fallen to 14th in the table.
On 16 April, Gillingham played their away match with Maidstone, who were 4th in the table and challenging for promotion; the crowd of 5,003 was Maidstone's largest to date for a home league game. A goal from Heritage early in the first half gave Gillingham a victory over their rivals, which took Gillingham back up to 12th place. In the next game, Beadle's first professional goal secured a 1–1 draw against Exeter City, but this was followed by a defeat to Wrexham. In the last game of April, at home to Lincoln City, Gillingham were winning until the last minute of the game but then conceded an equalising goal. This left Gillingham nine points off 7th place and therefore, with two games remaining and a maximum of six points available, unable to finish in the play-off positions. Gillingham's last game of the season was away to Scarborough; Lovell scored the only goal of the match in the last 10 minutes to give his team victory, the third consecutive game in which he had scored. The result meant that Gillingham finished the season 14th in the Fourth Division, nine points below the play-off places.
### Match details
Key
- In result column, Gillingham's score shown first
- H = Home match
- A = Away match
- pen. = Penalty kick
- o.g. = Own goal
Results
### Partial league table
## Cup matches
### FA Cup
As a Fourth Division team, Gillingham entered the 1989–90 FA Cup in the first round, where they were drawn to play Welling United of the Football Conference. The initial match at Priestfield ended in a goalless draw, necessitating a replay four days later at Welling's Park View Road ground. A goal from Welling's Mark Hone in the first half was enough to give the semi-professional team victory and eliminate Gillingham from the FA Cup. It was the first time that Welling had beaten Football League opposition in the FA Cup in their history; Paul Newman of The Times described Gillingham's play in the second match as "ragged" and Welling manager Nicky Bridgen told the press "I wouldn't want to put Gillingham down but, to be honest, getting a draw on Saturday was no more difficult than drawing at somewhere like Telford in the Conference. We got what we deserved."
#### Match details
Key
- In result column, Gillingham's score shown first
- H = Home match
- A = Away match
Results
### Football League Cup
As a Fourth Division team, Gillingham entered the 1989–90 Football League Cup in the first round and were paired with Leyton Orient of the Third Division. Gillingham lost the first leg of the two-legged tie 4–1 at Priestfield and the second 3–0 at Orient's Brisbane Road ground and were eliminated from the competition by an aggregate score of 7–1.
#### Match details
Key
- In result column, Gillingham's score shown first
- H = Home match
- A = Away match
Results
### Associate Members' Cup
The 1989–90 Associate Members' Cup, a tournament exclusively for Third and Fourth Division teams, began with a preliminary round in which the teams were drawn into groups of three, contested on a round-robin basis. Gillingham's group also included fellow Fourth Division teams Southend United and Cambridge United. In the first match of the group, Southend defeated Gillingham 1–0. Three weeks later, Gillingham beat Cambridge 2–0 at Priestfield; goalkeeper Harvey Lim, who had recently joined the club as back-up to Hillyard after a spell playing in Sweden, made his debut. The match drew an attendance of 1,044, the lowest of the season at Priestfield. The final match of the group resulted in a draw between Southend and Cambridge, meaning that Gillingham finished second in the group and progressed to the first round proper. Their opponents were Bristol Rovers of the Third Division, who won 1–0 to end Gillingham's participation in the competition.
#### Match details
Key
- In result column, Gillingham's score shown first
- H = Home match
- A = Away match
Results
## Players
Twenty-six players made at least one appearance for Gillingham during the season. Johnson and Paul Haylock made the most; each made a total of 51 appearances in all competitions. Haylock missed only two league games, whereas Johnson was absent for only one Fourth Division game and one in the Associate Members' Cup. Six other players made 40 or more appearances: Heritage, Hillyard, Lovell, O'Shea, Lee Palmer, and Walker. Gary Smith made the fewest appearances, playing only twice, both times as a substitute. The two games would prove to be the entirety of his professional career.
Thirteen players scored at least one goal during the season. Lovell was the team's top scorer for the third consecutive season; he scored 16 goals in Fourth Division matches and a total of 18 in all competitions. Heritage was the second highest-scoring player, with a total of 9 goals; no other player scored more than three times.
## Aftermath
In his final programme notes of the season, Richardson wrote that in his opinion the team would have been promoted had it not been for the number of injuries suffered by key players; he stated that injuries impacted his team selection for around 70 per cent of the season's matches and said that on some occasions he had as few as 13 players available for team selection. In the 1990–91 season, Gillingham's form was again inconsistent; following a lengthy unbeaten run in the first half of the season the team were in contention for the play-offs but ultimately finished 15th in the Fourth Division after failing to win in 10 consecutive games in the last two months of the season. Gillingham eventually achieved promotion back to the third tier of English football in 1996, ending a spell of seven seasons at the lower level. |
23,126,535 | MissingNo. | 1,170,439,281 | Pokémon species caused by a programming error | [
"Emergent gameplay",
"Fictional amorphous creatures",
"Pokémon species",
"Video game characters introduced in 1996",
"Video game glitches"
]
| MissingNo. (Japanese: けつばん, Hepburn: Ketsuban) is a glitch and an unofficial Pokémon species found in the video games Pokémon Red and Blue. Due to the programming of certain in-game events, players can encounter MissingNo. via a glitch. It is one of the most famous video game glitches of all time. Encountering MissingNo. causes graphical anomalies and changes gameplay by changing the number of items in the sixth entry of the player's inventory to 128.
This beneficial effect resulted in the glitch's coverage by strategy guides and game magazines, while game publisher Nintendo warned that encountering the glitch may corrupt players' game data. IGN noted MissingNo.'s appearance in Pokémon Red and Blue was one of the most famous video game glitches and commented on its role in increasing the series' popularity. Fans have attempted to rationalize and incorporate MissingNo. as part of the games' canon as an actual in-game character, and sociologists have studied its impact on both players and gaming culture as a whole. Additionally, references to the glitch and the circumstances around it have also appeared in other games, such as Vampire Survivors and The Binding of Issac.
## History
Developed by Game Freak and published by Nintendo, the Pokémon series began in Japan in 1996 with the release of the Pokémon Red and Blue video games for the Game Boy. In these games, the player assumes the role of a Pokémon Trainer whose goal is to capture and train creatures called Pokémon. Players use the creatures' special abilities to combat other Pokémon, and certain abilities also grant new ways to navigate the game's world, such as instantaneous travel between two areas. The ultimate goal of the games is to complete the entries in the Pokémon index (Pokédex), a comprehensive Pokémon encyclopedia, by capturing, evolving, and trading to obtain creatures from all 151 Pokémon species.
MissingNo. is not an official Pokémon species that players are meant to encounter, but is accessible to players in European and North American copies of the games via a glitch. Nintendo of America first documented the events that cause MissingNo. to appear in the May 1999 issue of Nintendo Power. The company warned that "any contact with it (even if you don't catch it) could easily erase your game file or disrupt your graphics". Game developers did not remove several glitches from the 2016 re-releases of Pokémon Red and Blue on the Nintendo 3DS Virtual Console, and players can encounter MissingNo. in these versions of the games.
## Characteristics
A player can encounter a MissingNo. in Pokémon Red and Blue by following a series of steps. First, the player watches an in-game tutorial for Pokémon capture in the game's Viridian City location. Second, the player uses a Pokémon with the "Fly" move to instantly travel to the game's Cinnabar Island location. Finally, the player uses a Pokémon with the "Surf" move to travel up and down on the eastern shore of the island until a MissingNo. appears.
These events manipulate the game's random encounter system to generate a Pokémon with an invalid identifier. Each area within the game assigns values to a data buffer to represent the Pokémon that can be encountered in that area. However, some areas—such as Cinnabar Island—do not overwrite the data in this buffer, so the data from the previous area is used instead. During the Viridian City in-game tutorial, the player character's name is temporarily overridden to read "OLD MAN", and the player character's actual name is temporarily copied to that same data buffer. If the player travels directly to Cinnabar Island after viewing this tutorial, the player character's name will be read as the Pokémon that can be randomly encountered in that area. Due to the player character's name not being intended to be read as this kind of data, the game can attempt to generate an encounter with a Pokémon with an invalid identifier, such as MissingNo. Fans have dubbed this method of encountering MissingNo. the "old man glitch".
As with any wild Pokémon, players may flee from, fight, or capture MissingNo. After an encounter with MissingNo., the quantity of the sixth item in the player's inventory is changed to 128, and the game's Hall of Fame Pokémon gallery becomes glitched. Temporary graphical glitches may also occur, which can be removed by viewing the statistics page for another non-glitched Pokémon or resetting the console.
A captured MissingNo. is functional as a Pokémon and appears in the games' Pokédex as number 000. The games classify it as a hybrid Bird/Normal-type Pokémon even though the category of Bird-type Pokémon was cut from the games before release. It commonly appears with a scrambled block-like form commonly described as a "backward L-shape", but depending on the player character's name, it can also appear as one of three ghost or fossil sprites not used by other Pokémon.
## Reaction and reception
Calling MissingNo. a "programming quirk", Nintendo warned against encountering it, saying players could possibly have to restart the game from the beginning to remove the graphical glitches. Despite Nintendo's warning, information on how to encounter MissingNo. was printed in several magazines and player's guides due to its perceived positive effect. Certain players attempted to sell tips on capturing MissingNo. for up to \$200.
Despite it not being an intentional part of the game, in 2009, IGN included MissingNo. in its list of the top video game Easter eggs, citing its usefulness in replicating the game's rarer items and in a later article, calling it an "unforgettable" glitch that helped push the original games to "gaming super stardom". The book 100 Greatest Video Game Characters describes MissingNo. as an example of a player-produced character and counterplay, adding, "as a cultural artifact, MissingNo[.] celebrates the creativity of deviant and subversive forms of play". Some fans have even created costumes based on MissingNo.
Several sociological studies have been published examining MissingNo. alongside other famous video game glitches on how they impact the player's perception of the game. A 2007 paper, co-authored by sociologist William Sims Bainbridge and his daughter Wilma Bainbridge, then a cognitive science student, refers to MissingNo. as "one of the most popular glitches ever in game history". In a 2019 comment provided to Ars Technica, Wilma Bainbridge, then a post-doctoral fellow at the National Institute of Mental Health, expressed her belief that MissingNo. helped contribute to the widespread interest in glitch hunting and speedrunning in video games. Alternatively in the book Pikachu's Global Adventure: The Rise and Fall of Pokémon, professor of education Julian Sefton-Green noticed that in his study of his son's reaction to MissingNo.'s usage as a cheat, the child's outlook towards the game was altered drastically, and added that the presence of such elements, as a result, broke the illusion of the game as an enclosed world and reminded him that "at heart, it is a computer program".
The 2008 book Playing with Videogames discusses how players compare notes on MissingNo. and to assess and critique each other's findings. James Newman, the author, commented that unusually MissingNo. caused players to celebrate the game's imperfections. In a 2017 article, University of Portsmouth professor Lincoln Geraghty examined fan theories that the glitch was a cut Pokémon related to the Pokémon Kangaskhan and Cubone, describing the theory as "an established work of fanon". He further elaborated in a 2019 Ars Technica article that "fans' desire to incorporate MissingNo[.] into the Pokémon world stems partly from a hope that the glitch may have been deliberate", as well as to compensate for the glitch's lack of backstory within Pokémon canon. In the same article, Newman argued that the existence of such fan theories "reveals a belief in the fundamental reality of Pokémon as entities that are given an opportunity to show themselves through the game, rather than being constructed out of code".
The game Vampire Survivors added a playable character named "missingNo." which featured randomized stats and a glitched graphical appearance. Originally only unlockable by modifying the game's code, a method was later added requiring the player to enter a glitched location and kill at least 128 of the enemies that spawned there as another reference to the original glitch. MissingNo. is also referenced in the game The Binding of Isaac as "Missing No.", an item that will randomize other items found on each level of the game as well as their attributes while held. |
18,390,633 | Temple Sinai (Oakland, California) | 1,162,266,677 | Reform Jewish synagogue in California, United States of America | [
"1875 establishments in California",
"1878 establishments in California",
"1886 establishments in California",
"1896 establishments in California",
"1914 establishments in California",
"Beaux-Arts architecture in California",
"Beaux-Arts synagogues",
"Classical Reform Judaism",
"Culture of Oakland, California",
"Oakland Designated Landmarks",
"Polish-Jewish culture in the United States",
"Reform synagogues in California",
"Religious organizations established in 1875",
"Synagogues completed in 1878",
"Synagogues completed in 1886",
"Synagogues completed in 1896",
"Synagogues completed in 1914",
"Synagogues in Oakland, California"
]
| Temple Sinai (officially the First Hebrew Congregation of Oakland) is a Reform synagogue located at 2808 Summit Street (28th and Webster Streets) in Oakland, California, United States. Founded in 1875, it is the oldest Jewish congregation in the East San Francisco Bay region.
Its early members included Gertrude Stein and Judah Leon Magnes, who studied at Temple Sinai's Sabbath school, and Ray Frank, who taught them. Originally traditional, the temple reformed its beliefs and practices under the leadership of Rabbi Marcus Friedlander (1893–1915). By 1914, it had become a Classical Reform congregation. That year the current sanctuary was built: a Beaux-Arts structure designed by G. Albert Lansburgh, which is the oldest synagogue building in Oakland.
The congregation weathered four major financial crises by 1934. From then until 2011, it was led by just three rabbis, William Stern (1934–1965), Samuel Broude (1966–1989), and Steven Chester (1989–2011).
In 2006 Temple Sinai embarked on a \$15 million capital campaign to construct an entirely new synagogue campus adjacent to its current sanctuary. Groundbreaking took place in October 2007, and by late 2009 the congregation had raised almost \$12 million towards the construction. As of 2015, Temple Sinai had nearly 1,000 member families. The rabbis were Jacqueline Mates-Muchin and Yoni Regev, and the cantor was Ilene Keys. The synagogue has two emeritus rabbis, Samuel Broude (1924-2020) and Steven Chester.
## Early years
Founded in 1875 as the First Hebrew Congregation of Oakland, Temple Sinai is the oldest synagogue in the East Bay region of the San Francisco Bay Area. It grew out of Oakland's Hebrew Benevolent Society, which had been organized in 1862 by eighteen merchants and shopkeepers from several foreign countries—predominantly Polish Jews from Poznań. Although Hebrew Benevolent Societies typically ceased operations upon the founding of a synagogue, Oakland's was unusual in continuing to function independently for a number of years (the two groups did not merge until 1881).
By 1876, the congregation had purchased land on the south side of 14th and Webster streets; however, due to a severe recession in California at the time, the congregation did not construct a building until 1878. The wooden structure, with Moorish Revival elements and onion domes, was completed at a cost of around \$8,000 (today \$).
Services were initially traditional, following the Polish rite. Men and women sat separately, but the mehitza separating them was soon done away with. In 1881 the new president, David Hirschberg, led a campaign to modernize, and convinced a small majority to introduce a number of reforms, including the addition of a mixed choir of Christians and Jews and organ music, and the removal of the requirement for a minyan. Traditionalists—who mostly came from the Hebrew Benevolent Society—objected and withdrew, forming their own Orthodox minyan, which eventually became Oakland's Congregation Beth Jacob.
## Levy, Sessler eras: 1881–1892
In 1881, the congregation hired Oakland's first rabbi, Meyer Solomon Levy. Born in England in January 1852 and raised there, he was the son of Rabbi Solomon Levy of Borough Synagogue in London. Meyer Solomon Levy had been ordained in England as an Orthodox rabbi before he was twenty, and moved to Australia as a young man. An early supporter of Zionism, he had served as a rabbi in Melbourne before moving to California in 1872 or 1873, where he served as the rabbi of Temple Emanu-El (then Bickur Cholim) in San Jose. Levy was paid \$100 a month (today \$), and donated a percentage to the poor.
Levy came into conflict with Oakland's public schools, which refused to excuse Jewish students on High Holy Days. He petitioned that they be excused, but the superintendent and district went even further, and directed teachers not to schedule examinations for those days. Although sensitive to the needs of the members, Levy was more observant than his congregants, which also led to conflict. He accepted the reforms of shortening the Shabbat services, and facing the congregation (rather than the ark) during prayer, but he successfully resisted attempts to adopt Isaac Mayer Wise's 1885 "Minhag America" Prayer-Book.
Although traditional in some ways, Levy was progressive in others. "Deeply affected by the enlightened spirit of his day", according to historian Fred Rosenbaum, he "delivered lectures with titles such as 'Progress of Science' and, while at the First Hebrew Congregation, he invited Oakland's Unitarian minister to give a series of talks at the synagogue. Levy in turn was well received at the Unitarian Church, where he spoke on the theory of evolution."
In 1885, the synagogue burned down, although the Torah scrolls were saved by a congregant who entered the burning building to retrieve them. Levy made prodigious efforts to raise funds for a new building, traveling as far away as Vancouver. The synagogue's female members also raised significant funds through a "Grand Fair". Their combined efforts were successful, and by 1886 a new building had been erected at 13th and Clay streets. The structure had "Moorish elements inspired by Isaac Mayer Wise's Plum Street Temple in Cincinnati".
The tensions between liberal-minded members and the traditional Levy were never resolved, and in 1891, the rabbi moved to San Francisco's Congregation Beth Israel. That year the women of the congregation formed the Ladies Auxiliary (Temple Sisterhood), whose initial mandate was to assist the work of the synagogue's Sunday school, and increase its enrollment.
During Levy's tenure, the synagogue had several congregants who were famous, or would become so. Ray Frank, the first Jewish woman to preach formally from a pulpit in the United States, settled in Oakland around 1885, and taught Hebrew Bible studies and Jewish history at First Hebrew Congregation's Sabbath school, where she was superintendent. Her students there in the 1880s included Gertrude Stein, later to become a famous writer, and Judah Leon Magnes, who would become a prominent Reform rabbi. Magnes's views of the Jewish people were strongly influenced by First Hebrew's Rabbi Levy, and it was at the building on 13th and Clay that Magnes first began preaching—his bar mitzvah speech of 1890 was quoted at length in The Oakland Tribune.
Morris Sessler succeeded Levy as rabbi in 1892. He had served at Congregation of the Sons of Israel and David in Providence, Rhode Island, from 1887 to 1892. His tenure lasted only six months, as "his ideas did not harmonize with those of the congregation". He became rabbi of Congregation Gates of Prayer in New Orleans that same year, where he served until 1904.
## Friedlander, Franklin eras: 1893–1919
The congregation hired Marcus Friedlander of Congregation Baith Israel in Brooklyn, New York in 1893. Soon after he was hired, California experienced another economic downturn, which hurt the finances of members of the congregation. The congregation sold its property at 13th and Clay (which had become the heart of the business district) in 1895, and moved to a less expensive location at the northwest corner of 12th and Castro streets, and renovated the building there in 1896. Over 500 people, both Jews and non-Jews, were sheltered in the building for days after the 1906 San Francisco earthquake. The synagogue had 95 members by 1907, with annual revenues of \$6,000 (today \$).
Friedlander and former congregation president Abraham Jonas persuaded the congregation to introduce a number of significant reforms in the service: they first adopted the Jastrow prayer book, and later the Reform movement's Union Prayer Book (though in a revised, less radical version published specifically for First Hebrew, and authorized by the Central Conference of American Rabbis). By 1908, the congregation had eliminated the second day of Rosh Hashanah, and few men wore head coverings in the service, and by 1914 the congregation had moved completely to the radicalism of "Classical Reform".
In 1910, First Hebrew bought a lot on Telegraph Avenue at Sycamore Street, near 26th Street, for \$28,000 (today \$), and sold its property at 12th and Castro for the same amount. The congregation, however, decided not to build there. In 1912 it found a better location, and purchased its current site at 28th and Webster for \$12,050 (today \$). Groundbreaking took place on October 26, 1913, and the building was completed there in 1914 at a cost of \$100,000 (today \$). Fourteen thousand dollars (today \$) of the costs were raised by the Ladies Auxiliary, which also purchased a new Austin pipe organ for the sanctuary at a cost of \$5,000 (today \$). The new building was called "Temple Sinai", and thereafter the congregation itself became known as "Temple Sinai", although it retained the official name of "First Hebrew Congregation of Oakland".
Designed by noted American architect G. Albert Lansburgh, the Beaux-Arts structure had six tall stained glass windows, an "elliptical dome", and an entrance characterized by "graceful Corinthian columns supporting a Greco-Roman portico". Carved into the entablature above the entrance was the Biblical verse "MY HOUSE SHALL BE CALLED A HOUSE OF PRAYER FOR ALL PEOPLE" (Isaiah 56:7). More modest in size than most Beaux-Arts buildings, it nevertheless had features typical of that style, including its "cross-axial composition". However, it was adorned with "simpler materials such as pressed brick and carved wood", rather than the usual "florid Classical design elements". Along with the sanctuary, the building included a social hall and classrooms. It is the only example of Lansburgh's work in Oakland, and one of about 150 Oakland buildings given an "A" or "Highest Importance" rating by the Oakland Cultural Heritage Survey, which signifies "outstanding architectural example or extreme historical importance". The building has a status code of "3S" in the California Historical Resource Information System database, indicating that it "appears eligible for the National Register of Historic Places" (NRHP).
The outbreak of World War I, and the costs of the new mortgage, placed a significant financial strain on the members, and in 1915 they decided to release Friedlander from his contract. Temple Sinai hired Harvey B. Franklin as rabbi in 1917, but his tenure there was only two years. During his term, the congregational school held classes twice a week, and had 285 students and 8 teachers. Franklin next served at Bickur Cholim in San Jose—the congregation from which Temple Sinai's first rabbi, Myer Solomon Levy, had come.
## Coffee era: 1921–1933
After going without a rabbi for another two years, in 1921 Temple Sinai hired Rudolph I. Coffee, an Oakland native and cousin of Judah Leon Magnes. Coffee was outspoken, and passionately advocated liberal causes: he supported disarmament, birth control, and separation of church and state, and opposed prohibition, antisemitism, and Tammany Hall. Along with other local rabbis Jacob Nieto and Jacob Weinstein, he demanded the release of labor leaders and accused bombers Thomas Mooney and Warren Billings. He also supported California's compulsory sterilization of the mentally ill and mentally retarded, and eugenicist E. S. Gosney's advocacy on this issue.
Coffee was involved in the California State Prison System, and during his tenure at Temple Sinai he was head of the Jewish Committee of Personal Service, a California-wide organization that "ministered to Jews in state prisons". In January 1924, California's governor appointed Coffee to the State Board of Charities and Corrections, which was responsible for supervising California's state prisons.
In 1931, Coffee opposed California legislation intended to regulate the kosher food industry and prohibit fraudulent claims that foods were kosher. In a letter to state senator E.H. Christian he stated:
> I am unalterably opposed to this bill because Judaism need not call upon the State to settle its own internal affairs. We are starting a dangerous precedent in California which can only lead to evil consequences.
> Four years ago you assisted in preventing an increase of "wine rabbis." The law relative to sacramental wine was properly surrounded, and California Jews do not suffer the disgrace which eastern brethren feel.
> This will bring a "meat rabbi" into existence. New York state has this kosher law and yet it did not prevent the terrible scandal which was uncovered last month in New York City. Use your best influence to prevent it.
> If Judaism has not enough inner resources to meet present day conditions, the sooner it passes away the better.
Despite Coffee's opposition, the legislation was enacted.
Coffee's advocacy, and Temple Israel's financial instability, eventually contributed to his dismissal from Temple Sinai in 1933; at the same time that the membership was experiencing financial distress due to the Great Depression, Coffee was advocating higher salaries for government employees. After leaving Temple Sinai, he became chaplain at San Quentin State Prison.
## Stern era: 1934–1965
In 1934, Temple Sinai hired William M. Stern (originally Sternheser) as rabbi. A San Francisco native and son of an Orthodox rabbi, he had been persuaded by Rabbi Martin Meyer of the Reform Congregation Emanu-El to attend Hebrew Union College (HUC), where Stern received his ordination. He served as rabbi at a number of Southern and Midwestern synagogues in the 1920s and early 1930s.
Much less formal than his predecessor Coffee, Stern was seen as a poker-playing, cigar-smoking "regular guy", and he focused on combating the spread of antisemitism. His wife Rae was also very active in the congregation. She taught at the synagogue's Hebrew school, and led the sisterhood.
Although originally anti-Zionist, Stern's views changed in the 1940s, and by 1942 he was strongly supported Jewish nationalism. When an Oakland branch of the anti-Zionist American Council for Judaism formed in 1944, Stern opposed its creation, even though many members, including its president, were leading members of Temple Sinai. By 1948, however, the congregation had also become supportive of Zionism.
During Stern's tenure Temple Sinai expanded its facilities, adding a religious school building, offices, and a chapel in 1947–1948, and moving the main entrance to Summit Street. The main building's interior was also significantly remodeled, aside from the sanctuary. The congregation also built the Temple House (called Covenant Hall), in 1950. The following year the synagogue put on an exhibition called "Arts in Action", "that included sculptors, weavers, filmmakers, ceramists, and others." The event's director asked poet, artist and art critic Weldon Kees to jury a show of paintings; Kees ended up having to find the paintings as well. When the Temple's board saw the selected works, they did not want display all of them, but acquiesced after "a strong protest".
In 1965, the congregation bought land in Oakland Hills, anticipating a future move. In December of that year Stern died unexpectedly. Following his death, Temple Sinai held for many years an annual Stern Lecture series in his memory.
## Broude era: 1966–1989
In 1966, the congregation hired Samuel Broude as rabbi. A graduate of the University of Chicago, in the late 1940s he had worked in Pasadena at a Reconstructionist synagogue, as a part-time cantor and Hebrew teacher, and then in the early 1950s as cantor of Reform University Synagogue of Los Angeles. After completing his rabbinic training, he became associate rabbi at Congregation Ansche Chesed in Cleveland, where he served under Rabbi Arthur Lelyveld for six years before coming to Temple Sinai.
Like Temple Sinai's previous rabbis, Broude passionately supported liberal causes, opposing U.S. involvement in the Vietnam War, and taking part in marches during the Civil Rights Movement. Although he was a Reform rabbi, he had gone to an Orthodox yeshiva as a boy, and religiously he was in many ways more traditional than his predecessors. He re-introduced ritual into the synagogue, but more contentiously opposed intermarriage. His immediate predecessor, Stern, had officiated at intermarriages "under certain conditions". Broude initially did so as well, under "extenuating circumstances" (e.g. if the bride were pregnant). His position later hardened, and he refused to perform such marriages under any circumstances. He even refused to allow other rabbis who would be willing to do so officiate at intermarriages at Temple Sinai. The issue eventually came to a congregational vote in 1972, which supported Broude, although the debate was never completely settled.
Broude was, however, not opposed to all religious innovations. Under his leadership, Temple Sinai began holding monthly fine arts performances as part of the Friday night service, in place of the usual sermon. In December 1970, the Temple's fine arts committee commissioned an original dance work from Anna Halprin and her multi-racial dance troupe. For the next two months Broude met weekly with Halprin, educating her regarding the Friday night prayers. The completed work, titled Kadosh, included a candlelight vigil, and dancers tearing their clothes and shouting questions at Broude that reframed the classic question about God and The Holocaust in terms of the Vietnam War: "How can there be a God if He allows all the suffering of the Vietnam War to continue?" The performance engendered passionate responses from the congregation; according to Broude "I don't know if anyone was neutral. Half thought it was fantastic, half thought it was terrible!"
Broude also argued that the congregation should remain in downtown Oakland, and in 1975, convinced them to stay. He retired in 1989, the year the buildings survived the Loma Prieta earthquake. After his retirement from Temple Sinai he remained active, filling in at synagogues mostly in the Bay Area, and teaching. He also wrote an autobiography, and a one-man show based on it called "Listening for the Voice", which he performed at a number of East Bay synagogues, including, in 2009, at Temple Sinai.
Rabbi Broude died on January 24, 2020, at the age of 95, three days after suffering a stroke at his wife, Judith's, funeral.
## Chester era: 1989–2011
Steven Chester, a graduate of UCLA, and ordained by HUC in 1971, became rabbi in 1989. He had previously served as rabbi of Temple Beth Israel in Jackson, Michigan, from 1971 to 1976, and Temple Israel in Stockton, California, from 1976 to 1989, where he was also an adjunct professor in the Religious Studies department of the University of the Pacific. Chester added a pre-school and adult education programs to the services offered by the synagogue, and supported the congregation's return to more traditional practices, including the re-introduction of Hebrew into the service. He also continued his predecessors' passion for social justice, taking up causes "from advocating for local affordable housing and health care for the disenfranchised to supporting women's reproductive rights and protesting the genocide in Darfur." In 2006, Chester was voted Reader's Choice for "Minister/Rabbi/Imam with the Biggest Heart" in the East Bay Express.
The synagogue survived the Oakland firestorm of 1991 mostly unscathed, although a number of congregants lost their homes. Membership was over 640 families by 1993. In 1994, the congregation again significantly remodeled the interior of the main building, aside from the sanctuary. In December of that year, the building was designated a Historic Property by the City of Oakland.
Temple Sinai has had three associate or assistant rabbis since 1998. Andrea Berlin joined the synagogue as its first assistant rabbi in 1998, after being ordained at HUC in Cincinnati. From 2006 to 2008, she also served on the board of the Jewish Family and Children's Services of the East Bay. Suzanne Singer joined Temple Sinai in 2003, after graduating from HUC in Los Angeles. Before becoming a rabbi, Singer had for two decades been a producer of television programs and documentaries, winning two Emmy Awards. In 2005 she became interim rabbi of Temple Beth El of Riverside, California, and later its permanent rabbi. Jacqueline Mates-Muchin, a San Francisco native, graduated from HUC in New York in 2002. She is the first Chinese-American rabbi in the world. After serving as an assistant rabbi in Buffalo, New York, she joined Temple Sinai in 2005.
To accommodate the large number of people attending on the High Holy Days, since 2001 Temple Sinai has held its main High Holy Day services at Oakland's NRHP-listed Art Deco Paramount Theater. While it still holds smaller High Holy Day services in the sanctuary at 2808 Summit Street, the main services at the Paramount fill the entire 1,800 seats on the mezzanine of the theater, and most of the 1,200 seats in the balcony.
In 2006, the congregation embarked on a campaign to create a new campus for Temple Sinai, to be located adjacent to the existing sanctuary and social hall. The \$15 million project included "new offices, a larger chapel, a kitchen upgrade, outdoor sacred space, a new preschool with six classrooms and a 4,500-square-foot playground ... 10 additional classrooms for Midrasha teens and adult education, an art room, library, teen lounge and expanded parking." The L-shaped two-story school/office building would be 16,300 square feet (1,510 m<sup>2</sup>), and accommodate approximately 100 children in the pre-school. The 2,500-square-foot (230 m<sup>2</sup>) chapel, which would hold up to 250 people, would be an addition to the rear of the existing social hall.
Groundbreaking took place in October 2007, with an expected completion in Autumn, 2010. In order to accommodate the new buildings, the school and chapel built in the late 1940s were razed, along with two office buildings on adjoining lots purchased for the expansion. Nine portable buildings were installed on the campus of Merritt College in Oakland Hills to serve in the interim. As of December 23, 2009, Temple Sinai had raised almost \$12 million from 651 households (70% of the congregation).
Chester had planned to retire in June 2009, and the congregation embarked on a search for a new senior rabbi in 2008. Twenty-three candidates were narrowed down to one finalist, but in early December that individual informed the search committee that he was withdrawing his name from consideration. While the search was progressing, Chester had realized that, due to the 2008 financial crisis, he would have to keep working. After the main candidate withdrew, the synagogue's president approached Chester, asking if he would stay on for another term, which Chester agreed to do. Chester retired in June 2011, becoming (along with Broude) Rabbi Emeritus.
## Present era: 2011–2021
Andrew Straus joined Temple Sinai as senior rabbi in December 2011. A graduate of Hebrew Union College-Jewish Institute of Religion (HUC), he had previously served as assistant rabbi of Peninsula Temple Sholom in Burlingame, California, Temple Beth Sholom of New City, New York, and most recently for 13 years as rabbi of Temple Emanuel of Tempe, Arizona. Rabbi Straus resigned his position in 2014 by mutual consent with the Board of Trustees. He joined Central Synagogue in New York City as Interim Rabbi for one year.
In January 2015, Rabbi Mates-Muchin was overwhelmingly elected senior rabbi. As of 2014, Temple Sinai, the East Bay's oldest synagogue, had nearly 1,000 member families. The full-time rabbis were Mates-Muchin and Yoni Regev, and the cantor was Ilene Keys.
`In 2017, antisemitic graffiti was written on the temple walls on Rosh Hashanah.`
## Notable congregants
- Judah Leon Magnes, rabbi, first President of the Hebrew University of Jerusalem |
47,367 | Æthelred I of Wessex | 1,169,072,510 | King of Wessex from 865 to 871 | [
"840s births",
"871 deaths",
"9th-century English monarchs",
"Anglo-Saxon warriors",
"Burials at Wimborne Minster (church)",
"House of Wessex",
"Kentish monarchs",
"West Saxon monarchs",
"Year of birth uncertain"
]
| Æthelred I (alt. Aethelred, Ethelred; Old English: Æthel-ræd, lit. 'noble counsel'; 845/848 to 871) was King of Wessex from 865 until his death in 871. He was the fourth of five sons of King Æthelwulf of Wessex, four of whom in turn became king. Æthelred succeeded his elder brother Æthelberht and was followed by his youngest brother, Alfred the Great. Æthelred had two sons, Æthelhelm and Æthelwold, who were passed over for the kingship on their father's death because they were still infants. Alfred was succeeded by his son, Edward the Elder, and Æthelwold unsuccessfully disputed the throne with him.
Æthelred's accession coincided with the arrival of the Viking Great Heathen Army in England. Over the next five years the Vikings conquered Northumbria and East Anglia, and at the end of 870 they launched a full-scale attack on Wessex. In early January 871, Æthelred was defeated at the Battle of Reading. Four days later, he scored a victory in the Battle of Ashdown, but this was followed by two defeats at Basing and Meretun. He died shortly after Easter. Alfred was forced to pay off the Vikings, but he scored a decisive victory over them seven years later at the Battle of Edington.
Æthelred's reign was important numismatically. Wessex and Mercia were close allies when he became king, and he carried the alliance further by adopting the Mercian Lunettes design, thus creating a unified coinage design for southern England for the first time. The common design foreshadowed the unification of England over the next sixty years and the reform coinage of King Edgar a century later.
## Background
Æthelred's grandfather, Ecgberht, became king of Wessex in 802, and in the view of the historian Richard Abels it must have seemed very unlikely to contemporaries that he would establish a lasting dynasty. For two hundred years, three families had fought for the West Saxon throne, and no son had followed his father as king. No ancestor of Ecgberht had been a king of Wessex since Ceawlin in the late sixth century, but he was believed to be a paternal descendant of Cerdic, the founder of the West Saxon dynasty. This made Ecgberht an ætheling – a prince eligible for the throne. But after Ecgberht's reign, descent from Cerdic was no longer sufficient to make a man an ætheling. When Ecgberht died in 839 he was succeeded by his son Æthelwulf; all subsequent West Saxon kings were Ecgberht's descendants, and were also sons of kings.
At the beginning of the ninth century, England was almost wholly under the control of the Anglo-Saxons. The Midland kingdom of Mercia dominated southern England, but its supremacy came to an end in 825 when it was decisively defeated by Ecgberht at the Battle of Ellendun. The two kingdoms became allies, which was important in the resistance to Viking attacks. In 853, King Burgred of Mercia requested West Saxon help to suppress a Welsh rebellion, and Æthelwulf led a West Saxon contingent in a successful joint campaign. In the same year Burgred married Æthelwulf's daughter, Æthelswith.
In 825, Ecgberht sent Æthelwulf to invade the Mercian sub-kingdom of Kent, and its underking, Baldred, was driven out shortly afterwards. By 830, Essex, Surrey and Sussex had also submitted to Ecgberht, and he had appointed Æthelwulf to rule the south-eastern territories as King of Kent. The Vikings ravaged the Isle of Sheppey in 835, and the following year they defeated Ecgberht at Carhampton in Somerset, but in 838 he was victorious over an alliance of Cornishmen and Vikings at the Battle of Hingston Down, reducing Cornwall to the status of a client kingdom. When Æthelwulf succeeded, he appointed his eldest son Æthelstan (who died in the early 850s) as sub-king of Kent. Ecgberht and Æthelwulf might not have intended a permanent union between Wessex and Kent as they both appointed sons as underkings and charters in Wessex were attested (witnessed) by West Saxon magnates, while Kentish charters were witnessed by the Kentish elite; both kings kept overall control and the underkings were not allowed to issue their own coinage.
Viking raids increased in the early 840s on both sides of the English Channel, and in 843 Æthelwulf was defeated at Carhampton. In 850 Æthelstan defeated a Danish fleet off Sandwich in the first recorded naval battle in English history. In 851 Æthelwulf and his second son Æthelbald defeated the Vikings at the Battle of Aclea and, according to the Anglo-Saxon Chronicle, "there made the greatest slaughter of a heathen raiding-army that we have heard tell of up to this present day, and there took the victory". Æthelwulf died in 858 and was succeeded by his oldest surviving son, Æthelbald, as king of Wessex and by his next oldest son, Æthelberht, as king of Kent. Æthelbald only survived his father by two years and Æthelberht then for the first time united Wessex and Kent into a single kingdom.
## Early life
Æthelred was the fourth of five sons of King Æthelwulf. His mother, Osburh, was of West Saxon royal descent. According to the historian Sean Miller, Æthelred was probably a year or so older than his younger brother, the future Alfred the Great, who was born 848–9, but Richard Abels says that Æthelred was around eight years old in 853, which would mean he was born about 845. Manuscript A of the Anglo-Saxon Chronicle, which was written in the 890s, states that in 853 Alfred was sent by his father to Rome and was consecrated by the Pope as king. Historians do not believe that he was consecrated king at this young age and the real nature of the ceremony is explained in an extract from a letter of Pope Leo IV to Æthelwulf, which records that he decorated Alfred "as a spiritual son, with the dignity of the belt and the vestments of the consulate, as is customary with Roman consuls". The contemporary Liber Vitae (confraternity book) of San Salvatore, Brescia, records the names of both Æthelred and Alfred, indicating that both brothers went to Rome. It is likely that Æthelred was also decorated by the pope, but the ceremony was later regarded as foreshadowing Alfred's greatness and neither the chronicler nor the eleventh-century extractor from the Pope's letters were interested in recording the presence of his lesser known elder brother.
Æthelred first witnessed his father's charters as filius regis (king's son) in 854, and he witnessed with this title until he succeeded to the throne in 865. He may have acted as an underking before his accession, as in 862 and 863 he issued his own charters as King of the West Saxons. This must have been as deputy or in the absence of his elder brother, King Æthelberht, as there is no record of conflict between them and he continued to witness his brother's charters as a king's son in 864.
## Reign
### Civilian rule
Æthelred succeeded to the throne on Æthelberht's death in 865, and he married Wulfthryth at an unknown date. West Saxon kings' wives had a low status in the ninth century and very little is known about them. They were not usually given the title of regina (queen), an omission which Alfred the Great justified on the ground of the misconduct of a queen at the beginning of the ninth century. The name of Æthelred's wife is only known because she was recorded as a witness to one charter, S 340 of 868, where she is shown as Wulfthryth regina, suggesting that she had a higher status than other kings' wives. The only other ninth century king's wife known to have been given the title was Æthelwulf's second wife, Judith of Flanders, a great-granddaughter of Charlemagne. Wulfthryth and Æthelred had two known sons, Æthelhelm and Æthelwold. She might have been Mercian or a daughter of Wulfhere, Ealdorman of Wiltshire, who forfeited his lands after being charged with deserting King Alfred for the Danes in about 878, perhaps because he attempted to secure Viking support for his elder grandson Æthelhelm's claim to the throne against Alfred.
Alfred records in the preamble to his will that Æthelwulf had left property jointly to three of his sons, Æthelbald, Æthelred and Alfred, with the proviso that the brother who lived longest would succeed to all of it. When Æthelbald died in 860, Æthelred and Alfred, who were still young, agreed to entrust their share to the new king, Æthelberht, on a promise that he would return it to them intact. When Æthelred succeeded to the throne, Alfred asked him at a meeting of the witan (assembly of leading men) to give him his share of the property. However, Æthelred said that he had attempted many times to divide it but had found it too difficult, and he would instead leave the whole to Alfred on his death. Some historians see the bequest as including the whole of Æthelwulf's bookland, his personal property which he could leave in his will (as opposed to the folkland which passed according to customary law and property earmarked for the support of the crown); it is further argued that it was considered desirable that the bookland would be kept by the king, so Æthelwulf's provision implies that the throne would pass to each brother in turn. However, other historians assert that the bequest had nothing to do with the kingship, and Alfred Smyth argues that the bequest was provision for Æthelwulf's young sons when they reached adulthood, with Æthelbald as trustee and residuary beneficiary if they died young. When Alfred succeeded, the supporters of Æthelred's infant sons complained that Alfred should have shared the property with them, and Alfred had his father's will read to a meeting of the witan to prove his right to keep the whole of the property. Alfred rarely witnessed Æthelred's charters, and this together with the argument over their father's will suggests that they were not on good terms. The historian Pauline Stafford suggests that Æthelred chose to highlight his wife's status as queen in a charter in order to assert his own sons' claims to the succession.
In 868, Æthelred issued a charter which was attested by a Mercian ætheling and himself attested a charter issued by his sister, Æthelswith, as queen of Mercia. Æthelred used several different titles in his charters. He is called by his father's usual title, Rex Occidentalium Saxonum (King of the West Saxons) in the charter of Ealhswith which he witnessed, and in five of his own. He is "King of the West Saxons and the Men of Kent" in two, and "King" and "King of the Saxons" in one each. The West Saxon charters of Æthelred and his elder brothers followed a uniform style, suggesting that they were produced by a single agency which operated over a number of years.
### The Viking invasions
The character of Viking attacks on England decisively changed in the year that Æthelred succeeded to the throne. Previously the country had suffered from sporadic raids, but now it faced invasion aiming at conquest and settlement. A large force of Vikings, called by contemporaries the Great Heathen Army, arrived in East Anglia. King Edmund purchased peace by paying tribute and the Vikings stayed a year building up their strength. They then marched on York and conquered Northumbria, installing a puppet king. In late 867 they took Nottingham in Mercia and spent the winter there. Æthelred's brother-in-law, King Burgred, appealed to him for help. Æthelred and Alfred led a large West Saxon army to Nottingham and besieged the Vikings, but they refused to leave the safety of the town's defences. The combined Mercian and West Saxon armies were unable to breach the earth ramparts and ditch, and eventually Burgred bought them off. The Vikings then went back to York.
In 869 the Vikings returned to East Anglia and conquered the kingdom, killing King Edmund. In December 870 they launched an attempt to conquer Wessex led by Kings Bagsecg and Halfdan. They occupied Reading on around 28 December. The town is between the Thames and Kennet rivers, and they set about building a ditch and rampart on the southern side between the two rivers. Three days after their arrival they sent out a large foraging party, which was defeated by an army of local levies under the command of Æthelwulf, Ealdorman of Berkshire, at the Battle of Englefield. After another four days, on about 4 January 871, Æthelred and Alfred brought up the main West Saxon army and joined Æthelwulf's forces for an attack on the Danes in the Battle of Reading. The West Saxons fought their way to the town, slaughtering all the Danes they found outside, but when they reached the town gate the Vikings burst out and defeated the West Saxons with a successful counter-attack. Among the dead was Æthelwulf, whose body was secretly carried off to be buried in his native Derby. According to the twelfth-century chronicler Gaimar, Æthelred and Alfred only escaped due to their better knowledge of the local terrain, which allowed them to lose their pursuers by fording the River Loddon at Twyford and going on to Whistley Green, which is around 6 miles (9.7 kilometres) east of Reading.
Four days later, on about 8 January, the armies met again in the Battle of Ashdown. The location of the battle is unknown, but may be Kingstanding Hill, 13 miles (21 kilometres) north-west of Reading. According to Asser's account, the Vikings arrived first at the battle ground and deployed along the top of the ridge, giving them the advantage. They divided their forces into two contingents, one under their two kings and the other under their earls. When the West Saxons saw this, they decided to copy the formation, with Æthelred facing the kings and Alfred the earls. The king then retired to his tent to hear Mass, while Alfred led his forces to the battlefield. Both sides formed their forces into shield walls. Æthelred would not cut short his devotions and Alfred risked being outflanked and overwhelmed by the whole Danish army. He decided to attack and led his men in a charge. Battle then raged around a small thorn tree and finally the West Saxons were victorious. Although Asser emphasises Alfred's role in the victory and implies that Æthelred was dilatory, in the view of the military historian John Peddie, Æthelred was militarily correct to delay joining the battle until the situation was in his favour. The Vikings suffered heavy losses, including King Bagsecg and five earls, Sidroc the Old, Sidroc the Younger, Osbern, Fræna and Harold. The West Saxons followed the Viking flight until nightfall, cutting them down. The historian Barbara Yorke, who sees Asser's biography as intended to portray Alfred as an ideal king, comments that "Asser is particularly careful to give much credit to Alfred".
However, the victory was short-lived. Two weeks later, Æthelred and Alfred were defeated at the royal estate of Basing in the Battle of Basing. There was then a lull of two months until the West Saxons and the Vikings met at an unknown location called Meretun. In the battle on 22 March the Vikings again divided into two divisions and the West Saxons had the advantage for much of the day, putting both divisions to flight, but the Vikings regrouped and finally held control of the battlefield. The West Saxons lost many important men, including Heahmund, the Bishop of Sherborne.
### Coinage
In the late eighth and ninth centuries the only denomination of coin produced in southern England was the silver penny. As of 2007, 152 coins of Æthelred struck by 32 different moneyers have been recorded. His reign is described by the numismatists Adrian Lyons and William Mackay as "a critical point in the development of the English coinage". His first Four Line issue was stylistically similar to the Floriate Cross penny of his predecessor, Æthelberht, but he soon abandoned this and adopted the design of his Mercian brother-in-law, Burgred, resulting in a common coinage design across southern England for the first time. The historian and numismatist Rory Naismith comments that Æthelred
> took the important step of adopting a new coin-type based not on local tradition, but on the Lunettes-type current in contemporary Mercia. The year 865 thus saw not only the arrival of the Viking great army that would dismantle most of the Anglo-Saxon kingdoms, but also the beginning of the end for separate coinages in separate kingdoms.
Lyons and Mackay see the change as even more crucial:
> The developments of the late 860s can thus be viewed as an essential precursor that eventually led to the unified reform coinage of Edgar. This convergence of the coinage is also tangible evidence for a growing collaboration between Mercia and Wessex which foreshadowed the eventual creation of a unified England.
The single coinage design created a form of monetary union in southern England, reinforcing the mingling of economic interests between the two kingdoms and the military alliance against the Vikings. Coin hoards in Wessex dating to the earlier period of separate coinage designs have few non-Wessex coins, but after the adoption of the common Lunettes design, coins of Wessex and Mercia were used in both kingdoms, and even in Wessex hoards coins of Æthelred I form a minor proportion of the total. Between one and one and a half million Æthelred I Regular Lunette coins were produced, but this seems to have been significantly less than in Mercia. It is not known why the Mercian design was adopted, but it probably reflects the fact that the Lunette type had already been used for more than twelve years, the simplicity of the design, which could easily be copied, and the greater strength of the Mercian economy. The bulk of surviving Æthelred I coins are of the Regular Lunettes design, with 118 coins struck by 21 moneyers, six of whom are known to have also worked for Burgred; the coins are notable for consistency in design and good quality of execution, and they were mainly produced by Canterbury moneyers, with a few in the Mercian town of London. Only one coin is known which was produced in Wessex itself. There were also Irregular Lunettes issues, one of which was a degraded and crude variant, perhaps a result of a breakdown in controls at the end of Æthelred's reign, when Wessex was under the pressure of Viking attacks. Alfred kept the Lunettes design for a short period following his accession in 871, but the design disappears from hoards deposited after around 875.
## Death and aftermath
Shortly after Easter 871, which fell on 15 April in that year, Æthelred died. According to Asser, he "went the way of all flesh, having vigorously and honourably ruled the kingdom in good repute, amid many difficulties, for five years". He was buried at the royal minster at Wimborne in Dorset, which had been founded by Saint Cuthburh, a sister of his ancestor, Ingild. While Alfred was attending his funeral, the West Saxons suffered another defeat at Reading, and Alfred himself was then defeated at Wilton. He was forced to buy off the Vikings, who then withdrew to London. In 876, the Vikings returned, and Alfred fought a guerrilla war until he won a decisive victory at the Battle of Edington in 878.
Æthelred had two sons, and if he had lived until they were adults it is unlikely that Alfred would ever have become king, but as they were still young children Alfred succeeded. Æthelhelm died before Alfred, and Æthelwold unsuccessfully disputed the throne with Edward the Elder after Alfred's death in 899. One of the two places where Æthelwold launched his rebellion was Wimborne, which was symbolically important as his father's burial place. Æthelred's descendants played an important role in governing the country in the late tenth and early eleventh centuries. They include Ealdorman Æthelweard, who recorded in his Latin version of the Anglo-Saxon Chronicle that he was Æthelred's great-great-grandson. King Eadwig was forced to accept annulment of his marriage to Ælfgifu due to consanguinity; she may have been Æthelweard's sister, which would make her Eadwig's third cousin once removed due to her descent from Æthelred, and thus within the forbidden degrees of relationship according to the church. Æthelweard and his son Æthelmær were leading magnates who governed west Wessex as ealdormen of the western provinces. The family lost their positions and property after Cnut conquered England in 1016, and one of Æthelmær's sons was executed by Cnut in 1017, while a son-in-law was banished in 1020. Another son, Æthelnoth, was Archbishop of Canterbury, and he lived until 1038. |
16,996,908 | U.S. Route 25 in Michigan | 1,143,397,263 | Former US Highway in Michigan | [
"Dixie Highway",
"Former U.S. Highways in Michigan",
"Transportation in Huron County, Michigan",
"Transportation in Macomb County, Michigan",
"Transportation in Monroe County, Michigan",
"Transportation in Sanilac County, Michigan",
"Transportation in St. Clair County, Michigan",
"Transportation in Wayne County, Michigan",
"U.S. Route 25"
]
| US Highway 25 (US 25) was a part of the United States Numbered Highway System in the state of Michigan that ran from the Ohio state line near Toledo and ended at the tip of The Thumb in Port Austin. The general routing of this state trunkline highway took it northeasterly from the state line through Monroe and Detroit to Port Huron. Along this southern half, it followed undivided highways and ran concurrently along two freeways, Interstate 75 (I-75) and I-94. Near the foot of the Blue Water Bridge in Port Huron, US 25 turned north and northwesterly along the Lake Huron shoreline to Port Austin.
Created with the initial US Highway System on November 11, 1926, US 25 replaced several previous state highway designations. Some of the preceding highways followed roadways created in the 19th and the early 20th centuries. It initially was only routed as far north as Port Huron; the northern extension to Port Austin happened in 1933. By the end of the 1950s, the entire route was paved. Starting in the early 1960s, segments of I-75 and I-94 were built, and US 25 was shifted to follow them south of Detroit to Port Huron. A business loop was created when the main highway bypassed downtown Port Huron, and then in 1973, the entire designation was removed from the state. The final routing of the highway is still maintained by the state under eight different designations, some unsigned.
## Route description
### State line to Downriver
In its final configuration before it was decommissioned in the state, US 25 entered Michigan south of Erie and followed Dixie Highway north-northeasterly away from the state line. The highway ran parallel to US 24 (Telegraph Road) about 2⁄3 mile (1.1 km) to the east of that roadway. At LaSalle, the roadway turned more to the northeast toward Monroe. US 25 then turned back to the north-northeast and followed Monroe Street next to Lake Monroe and through downtown Monroe over the River Raisin. North of town, Dixie Highway turned due north and terminated at an intersection with US 24; US 25 merged onto Telegraph Road, and the two highways ran concurrently northeasterly through rural Monroe County. At the crossing of the Huron River, US 24/US 25 entered Flat Rock and Wayne County.
The highway followed Telegraph Road through downtown Flat Rock and continued into the suburban area of Downriver. At the intersection with Dix–Toledo Road near Woodhaven, US 25 separated from US 24 and continued northeasterly for about two miles (3.2 km) to an interchange with I-75 where it merged onto the freeway. I-75/US 25 continued on the Fisher Freeway through the Downriver suburbs of Taylor, Southgate, Allen Park, Lincoln Park, and Melvindale before entering the city of Detroit. The freeway curved to run east-northeasterly and passed through an industrial area of the city, crossing the River Rouge. At Clark Avenue, US 25 left the freeway to turn a block south and run along Fort Street parallel to I-75. The highway continued along Fort Street running under the approaches to the Ambassador Bridge and into downtown.
### Downtown Detroit to Port Huron
In Downtown Detroit, Fort Street ended at Campus Martius Park at M-1 (Woodward Avenue). US 25 looped around the park and followed the street named Cadillac Square over to Randolph Street, turning north to connect to Gratiot Avenue, a major thoroughfare on the east side of Detroit. The highway followed Gratiot through the east side of Detroit running north-northeasterly. US 25 intersected the eastern end of the there-unnumbered Fisher Freeway. Gratiot Avenue carried the highway through residential neighborhoods and connected it to the Detroit City Airport. East of the airport, the highway intersected the southern end of M-97 as well. At M-102 (8 Mile Road), US 25 exited Detroit and entered East Detroit, a suburb in Macomb County. The highway continued, roughly parallel to I-94 through Roseville and Mount Clemens. At Hall Road near Selfridge Air National Guard Base, M-59 merged with US 25 to follow Gratiot Avenue. At 23 Mile Road west of New Baltimore, US 25/M-59 turned eastward onto 23 Mile to an interchange with I-94. At that interchange, US 25 turned northeasterly onto the I-94 freeway while M-59 terminated; 23 Mile continued eastward as M-29 into New Baltimore.
I-94/US 25 ran northeasterly through rural areas of Macomb County, intersecting the southern end of M-19 near New Haven. The freeway crossed into rural southern St. Clair County south of Richmond and continued northeastward to Marysville, where it turned northward, crossing Gratiot Avenue. A business loop, Business US 25 (Bus. US 25) ran northeasterly from the freeway along Gratiot Avenue to run parallel to the St. Clair River. From Marysville, the freeway skirted the western side of the Port Huron area, intersecting the M-21 freeway immediately east of the city before turning eastward to curve around the north side of town. After the freeway crossed the Black River, US 25 turned northward to separate from I-94.
### Along Lake Huron
North of downtown Port Huron, US 25 followed Pine Grove Avenue to the eastern terminus of M-136 and then followed 24th Avenue out of town. South of Lakeport, the highway changed names to Lakeshore Road and ran along the Lake Huron shoreline in The Thumb region of the state. US 25 stayed close to the shoreline and passed Lakeport State Park in the town of the same name. North of the park, the highway crossed into southern Sanilac County and followed the shoreline to the community of Lexington where it intersected the eastern end of M-90. Further north, the highway intersected the eastern end of M-46 in Port Sanilac.
North of the community of Richmondville, US 25 passed Sanilac State Park, and then north of Forestville, it crossed into Huron County. On the other side of the county line, the highway passed through the community of White Rock and continued along the lake to Harbor Beach. There, US 25 intersected the eastern end of M-142 and began to curve around to the northwest to follow the northern tip of The Thumb. About 8 miles (13 km) north of Harbor Beach, the highway passed through Port Hope and turned even more to the northwest on Lakeshore Road. US 25 turned due west at Huron City and passed south of Grindstone City on Grindstone Road. The highway was further inland on this east–west segment as it ran south of Pointe Aux Barques to Port Austin. At an intersection with M-53 (Van Dyke Road), US 25 merged with M-53 to run five blocks north along Lake Street to the waterfront in Port Austin. At the intersection with Spring Street just south of the marina, US 25/M-53 jointly terminated while M-25 continued westward along Spring Street.
## History
### Before the state highways
The chief transportation routes in 1701 were the Indian trails that crossed the future state of Michigan; the one connecting what are now Detroit and Port Huron was one of these 13 trails at the time. Detroit created 120-foot (37 m) rights-of-way for the principal streets of the city, the modern Gratiot Avenue included, in 1805. This street plan was devised by Augustus Woodward and others following a devastating fire in Detroit. Gratiot Avenue, then also called Detroit–Port Huron Road, was authorized by the United States Congress on March 2, 1827, as a supply road from Detroit to Port Huron for Fort Gratiot. Construction started in Detroit in 1829, and the roadway was completed in the same year to Mount Clemens. The rest was finished in 1833. The road was named for the fort near Port Huron, which was in turn named for Colonel Charles Gratiot, the supervising engineer in charge of construction of the structure in the aftermath of the War of 1812.
Telegraph lines were first installed from the Detroit area south to the Monroe area in the mid-19th century with additional lines north to Pontiac completed around 1868. As these communication lines were installed, roadways were added as needed to provide access for maintenance. The parallel road from Dearborn south was named for these lines, becoming Telegraph Road. In 1915, the Dixie Highway, an auto trail that ran south to Miami, Florida, was extended northward to Detroit, and further in 1919 to the Straits of Mackinac.
### Initial state highways to US Highway
When the state highway system was first signed in 1919, five separate highways were designated along US 25's general route from the state line north through Detroit and Port Huron to Port Austin. From the state line north to Monroe, the roadway was given the first M-56 designation. From there northward, there was no state highway that corresponded to the future US 25, but the first M-10 followed the future US 24 into the Detroit area. Near Dearborn, M-10 ran further inland than the future US 25 and included a concurrency with M-17 into Detroit. From Detroit northward, Gratiot Avenue was assigned the M-19 number into the Port Huron area. Through downtown Port Huron, the future US 25 was numbered as the first M-27 and along the lakeshore north to Harbor Beach, the highway was M-31. From Harbor Beach into Port Austin, M-27 took over the route.
When the US Highway System was created on November 11, 1926, US 25 was included in Michigan's section of the system. The US Highway designation was assigned to run along Dixie Highway replacing that segment of M-56. From Monroe northward, US 25 overlapped US 24 on Telegraph Road to the Dearborn area and then followed M-17 (Ecorse Road) to Fort Street and into Downtown Detroit. From there, the highway replaced M-19 to Marysville and overlapped M-29 into Port Huron to an intersection with M-21; the remainder of the highway to Port Austin was numbered M-29 only. The highway was rerouted off Telegraph Road along Dix–Toledo Highway into downtown Detroit in 1929. By the end of 1932, US 25 was rerouted from downtown Monroe along Dixie Highway north to US 24 instead of turning westward in the city. The next year, US 25 was extended northward from Port Huron to Port Austin, replacing that section of M-29 in the process. The remainder of M-29 westward to Bay City was renumbered M-25.
In 1936, US 25 was changed to traffic along a one-way pairing of streets on the southwest side of Port Huron. Northbound traffic remained on Military Avenue while southbound traffic was diverted to Electric Avenue. Two US 25A routings were created in the late 1930s and early 1940s. The first, near Erie, was numbered in 1937, and renumbered US 24A by 1945. The second in Port Huron provided access to the Blue Water Bridge from the mainline of the highway starting in 1940. That last segment of US 25 to be paved was completed near Port Hope at the end of the 1950s.
### Freeway era
With the completion of a segment of I-94 between Roseville and Marysville in 1963, US 25 was rerouted to follow I-94 from the Mount Clemens area north to Marysville. The next year, an additional freeway from the northern end of I-94 at Marysville to Port Huron was completed. I-94/US 25 was extended north and east, replacing part of M-146 to the Blue Water Bridge. The former route of US 25 through downtown was redesignated Bus. US 25 while US 25A became a part of the mainline highway to connect to I-94. In 1967, another segment, this time south of Detroit, was rerouted to follow another freeway, I-75.
Six years later, the US 25 designation was decommissioned in Michigan, although all sections of it are still state highways. The southern section from the state line northward through Monroe was renumbered M-125 and the US 25 designation was removed from US 24 (Telegraph Road). In the Detroit area, the connection between US 24 and I-75 in Woodhaven was redesignated as an unsigned connector highway (now Connector 24). The US 25 designation was removed from I-75 northward into Detroit, while the routing along Clark Street became another unsigned connector highway (now Connector 850). The routing along Fort Street and Gratiot Avenue was numbered as M-3. The US 25 designation was removed from I-94, and the routing through Port Huron and northward to Port Austin became part of an extended M-25. One segment of highway near Port Huron became an unsigned highway now designated Connector 25.
## Major intersections
## Related trunklines
There were three additional trunkline highways related to US 25 in Michigan, two alternate routes and a business loop.
### Erie alternate route
US Highway 25A (US 25) was an alternate route that started at the Michigan–Ohio state line south of Erie and ran northward along Summit Street to an intersection with US 25 near Erie. The highway was designated in 1937, and it was replaced by US 24A in 1945. The southern half of the highway was later designated as part of I-75 in 1959, and the northern half is now an unsigned highway designated Connector 75 by MDOT.
### Port Huron alternate route
US Highway 25A (US 25A) was an alternate route near Port Huron that provided a connection to the Blue Water Bridge to Canada. The highway split from its parent north of Port Huron and followed 24th Avenue south to connect to M-51 (Pine Grove Avenue) while US 25 followed Lakeshore Road and Gratiot Avenue into Port Huron. The parent highway crossed under the approaches to the Blue Water Bridge, and the alternate route, along with M-51, provided a signed path between US 25 and the bridge. The designation was created in early 1940 and was deleted when US 25 was rerouted in 1963 through Port Huron and over the alternate route.
### Port Huron business loop
Business US 25 (Bus. US 25) was an 8.4-mile-long (13.5 km) business loop serving the cities of Marysville and Port Huron. It started southwest of Marysville near St. Clair County International Airport at I-94/US 25 and ran northeasterly along Gratiot Avenue into Marysville. It then passed through the city's downtown area and turned northward along Gratiot Boulevard near the St. Clair River. North of Ravenswood Road, Bus. US 25 split into the one-way pairing of Military Street (northbound) and Electric Avenue (southbound) until the two directions merged on the south side of Port Huron. The business loop continued northward along through downtown Port Huron and across the Black River near its mouth. North of the river. the business loop followed Huron Avenue through the northern side of downtown Port Huron and turned northwesterly onto Pine Grove Avenue. The business loop passed under the approaches to the Blue Water Bridge before terminating at an intersection with US 25.
In 1963, the route of US 25 through the Port Huron area was realigned. In the process, that highway replaced its alternate route, and the former alignment through downtown was redesignated as a business loop. This arrangement lasted until 1973 when US 25 itself was decommissioned in Michigan. The former routing of Bus. US 25 through downtown Port Huron became part of an extended M-25. In 1986, the former business loop was redesignated Business Loop I-94.
## See also |
409,576 | Witold Lutosławski | 1,162,006,877 | Polish composer and conductor (1913–1994) | [
"1913 births",
"1994 deaths",
"20th-century classical composers",
"20th-century male musicians",
"Burials at Powązki Cemetery",
"Chopin University of Music alumni",
"Deutsche Grammophon artists",
"EMI Classics and Virgin Classics artists",
"Ernst von Siemens Music Prize winners",
"Foreign members of the Serbian Academy of Sciences and Arts",
"Grammy Award winners",
"Herder Prize recipients",
"International Rostrum of Composers prize-winners",
"Kyoto laureates in Arts and Philosophy",
"Members of the Academy of Arts, Berlin",
"Musicians from Warsaw",
"Polish classical composers",
"Polish male classical composers",
"Recipients of the Léonie Sonning Music Prize",
"Recipients of the Order of the Banner of Work",
"Recipients of the Order of the Builders of People's Poland",
"Recipients of the Order of the White Eagle (Poland)",
"Recipients of the Pour le Mérite (civil class)",
"Recipients of the State Award Badge (Poland)",
"Royal Philharmonic Society Gold Medallists"
]
| Witold Roman Lutosławski (; 25 January 1913 – 7 February 1994) was a Polish composer and conductor. Among the major composers of 20th-century classical music, he is "generally regarded as the most significant Polish composer since Szymanowski, and possibly the greatest Polish composer since Chopin". His compositions—of which he was a notable conductor—include representatives of most traditional genres, aside from opera: symphonies, concertos, orchestral song cycles, other orchestral works, and chamber works. Among his best known works are his four symphonies, the Variations on a Theme by Paganini (1941), the Concerto for Orchestra (1954), and his cello concerto (1970).
During his youth, Lutosławski studied piano and composition in Warsaw. His early works were influenced by Polish folk music and demonstrated a wide range of rich atmospheric textures. His folk-inspired music includes the Concerto for Orchestra (1954)—which first brought him international renown—and Dance Preludes (1955), which he described as a "farewell to folklore". From the late 1950s he began developing new, characteristic composition techniques. He introduced limited aleatoric elements, while retaining tight control of his music's material, architecture, and performance. He also evolved his practice of building harmonies from small groups of musical intervals.
During World War II, after narrowly escaping German capture, Lutosławski made a living playing the piano in Warsaw bars. After the war, Stalinist authorities banned his First Symphony for being "formalist": accessible only to an elite. Rejecting anti-formalism as an unjustified retrograde step, Lutosławski resolutely strove to maintain his artistic integrity, providing artistic support to the Solidarity movement throughout the 1980s. He received numerous awards and honours, including the Grawemeyer Award and a Royal Philharmonic Society Gold Medal. In 1994, Lutosławski was awarded Poland's highest honour, the Order of the White Eagle.
## Life and career
### Early years (1913–1938)
Lutosławski's parents were both born into the Polish landed nobility; they owned estates in the area of Drozdowo. His father Józef was involved in the Polish National Democratic Party ("Endecja"), and the Lutosławski family became intimate with its founder, Roman Dmowski (Witold Lutosławski's middle name was Roman). Józef Lutosławski studied in Zürich, where in 1904 he met and married a fellow student, Maria Olszewska, who later became Lutosławski's mother. Józef pursued his studies in London, where he acted as correspondent for the National-Democratic newspaper, Goniec. He continued to be involved in National Democracy politics after returning to Warsaw in 1905, and took over the management of the family estates in 1908. Witold Roman Lutosławski, the youngest of three brothers, was born in Warsaw shortly before the outbreak of World War I.
In 1915, with Russia at war with Germany, Prussian forces drove towards Warsaw. The Lutosławskis travelled east to Moscow, where Józef remained politically active, organising Polish Legions ready for any action that might liberate Poland (which had been divided over a century earlier—Warsaw was part of Tsarist Russia). Dmowski's strategy was for Russia to guarantee security for a new Polish state. In 1917, the February Revolution forced the Tsar to abdicate, and the October Revolution started a new Soviet government that made peace with Germany. Józef's activities were now in conflict with the Bolsheviks, who arrested him and his brother Marian. Thus, although fighting stopped on the Eastern Front in 1917, the Lutosławskis were prevented from returning home. The brothers were interned in Butyrskaya prison in central Moscow, where Witold—by then aged five—visited his father. Józef and Marian were executed by a firing squad in September 1918, some days before their scheduled trial.
After the war, the family returned to the newly independent Poland, only to find their estates ruined. After his father's death, other members of the family played an important part in Witold's early life, especially Józef's half-brother Kazimierz Lutosławski, a priest and politician.
At age six, Lutosławski started two years of piano lessons in Warsaw. After the Polish-Soviet War the family left Warsaw to return to Drozdowo, but after a few years of running the estates with limited success, his mother returned to Warsaw. She worked as a physician, and translated books for children from English. In 1924, Lutosławski entered secondary school (Stefan Batory Gymnasium) while continuing piano lessons. A performance of Karol Szymanowski's Third Symphony deeply affected him. In 1925, he started violin lessons at the Warsaw Music School. In 1931, he enrolled at Warsaw University to study mathematics, and in 1932 he formally joined the composition classes at the Conservatory. His only composition teacher was Witold Maliszewski, a renowned Polish composer who had been a pupil of Nikolai Rimsky-Korsakov. Lutosławski was given a strong grounding in musical structures, particularly movements in sonata form. In 1932, he gave up the violin, and in 1933 he discontinued his mathematics studies to concentrate on the piano and composition. As a student of Jerzy Lefeld, he gained a diploma for piano performance from the Conservatory in 1936, after presenting a virtuoso program including Schumann's Toccata and Beethoven's fourth piano concerto. His diploma for composition was awarded by the same institution in 1937.
### World War II (1939–1945)
Military service followed; Lutosławski was trained in signalling and radio operating in Zegrze near Warsaw. He completed his Symphonic Variations in 1939. The work was premiered by the Polish Radio Symphony Orchestra conducted by Grzegorz Fitelberg, with the performance broadcast on radio on 9 March 1939. Like most young Polish composers, Lutosławski wanted to continue his education in Paris. His plans for further musical study were dashed in September 1939, when Germany invaded western Poland and Russia invaded eastern Poland. Lutosławski was mobilised with the radio unit for the Kraków Army. He was soon captured by German soldiers, but escaped while being marched to prison camp, walking 250 miles (400 km) back to Warsaw. Lutosławski's brother was captured by Russian soldiers and later died in a Siberian labour camp.
To earn a living, Lutosławski joined "Dana Ensemble", the first Polish revellers, as an arranger-pianist, singing in "Ziemiańska Cafe". He then formed a piano duo with friend and fellow composer Andrzej Panufnik, performing together in Warsaw cafés. Their repertoire consisted of a wide range of music in their own arrangements, including the first incarnation of Lutosławski's Variations on a Theme by Paganini, a transcription of the 24th Caprice for solo violin by Niccolò Paganini. Defiantly, they sometimes played Polish music (the Nazis banned Polish music in Poland—including that of Frédéric Chopin), and composed Resistance songs. Listening in cafés was the only way in which the Poles of German-occupied Warsaw could hear live music; putting on concerts was impossible since the Germans occupying Poland prohibited any organised gatherings. In café Aria, where they played, Lutosławski met his future wife Maria Danuta Bogusławska, a sister of the writer Stanisław Dygat.
Lutosławski left Warsaw in July 1944 with his mother, just a few days before the Warsaw Uprising. During the complete destruction of the city by Germans after the failure of the uprising, most of his music was lost, as were the family's Drozdowo estates. He was able to salvage only a few scores and sketches; of the 200 or so arrangements that Lutosławski and Panufnik had worked on for their piano duo, only Lutosławski's Variations on a Theme by Paganini survived. Lutosławski returned to the ruins of Warsaw after the Polish-Soviet treaty in April 1945.
### Post-war years (1946–1955)
During the postwar years, Lutosławski worked on his First Symphony—sketches of which he had salvaged from Warsaw—which he had started in 1941. It was first performed in 1948, conducted by Fitelberg. To provide for his family, he also composed music that he termed functional, such as the Warsaw Suite (written to accompany a silent film depicting the city's reconstruction), sets of Polish Carols, and the study pieces for piano, Melodie Ludowe ("Folk Melodies").
In 1945, Lutosławski was elected as secretary and treasurer of the newly constituted Union of Polish Composers [pl] (ZKP—Związek Kompozytorów Polskich). In 1946, he married Danuta Bogusławska. The marriage was a lasting one, and Danuta's drafting skills were of great value to the composer: she became his copyist, and solved some of the notational challenges of his later works.
In 1947, the Stalinist political climate led to the adoption and imposition by the ruling Polish United Workers' Party of the tenets of socialist realism. The political authorities condemned new compositions deemed to be non-conformist. This artistic censorship, which ultimately came from Stalin personally, was to some degree prevalent over the whole Eastern bloc, and was reinforced by the 1948 Zhdanov decree. By 1948, the ZKP was taken over by musicians willing to follow the party line on musical matters. Lutosławski resigned from the committee, implacably opposed to the ideas of socialist realism.
Lutoslawski's First Symphony was proscribed as "formalist", and he found himself shunned by the Soviet authorities, a situation that continued throughout the era of Khrushchev, Brezhnev, Andropov and Chernenko. In 1954, the climate of musical oppression drove his friend Andrzej Panufnik to defect to the United Kingdom. Against this background, Lutosławski was content to compose pieces for which there was social need, but in 1954 this earned him—much to the composer's chagrin—the Prime Minister's Prize for a set of children's songs. He commented: "[I]t was for those functional compositions of mine that the authorities decorated me ... I realised that I was not writing indifferent little pieces, only to make a living, but was carrying on an artistic creative activity in the eyes of the outside world."
It was his substantial and original Concerto for Orchestra of 1954 that established Lutosławski as an important composer of art music. The work, commissioned in 1950 by the conductor Witold Rowicki for the newly reconstituted Warsaw Philharmonic Orchestra, earned the composer two state prizes in the following year.
### Maturity (1956–1967)
Stalin's death in 1953 allowed a certain relaxation of the cultural totalitarianism in Russia and its satellite states. By 1956, political events had led to a partial thawing of the musical climate, and the Warsaw Autumn Festival of Contemporary Music was founded. Conceived as a biennial festival, it has been held annually ever since 1958 (except under Martial law in 1982 when, in protest, the ZKP refused to organise it). The first performance of his Musique funèbre (in Polish, Muzyka żałobna, English Funereal Music or Music of Mourning) took place in 1958. It was written to commemorate the 10th anniversary of the death of Béla Bartók, but took the composer four years to complete. This work brought international recognition, and the annual ZKP prize and the International Rostrum of Composers prize in 1959. Lutosławski's harmonic and contrapuntal thinking were developed in this work, and in the Five songs of 1956–57, as he introduced his twelve-note system, he realised the fruits of many years of thought and experiment. Another new feature of his compositional technique became a Lutosławski signature: he introduced randomness into the exact synchronisation of various parts of the musical ensemble in Jeux vénitiens ("Venetian games"). These harmonic and temporal techniques became part of every subsequent work, and were integral to his style.
In a departure from his usually serious compositions in 1957 to 1963, Lutosławski also composed light music under the pseudonym Derwid. Mostly waltzes, tangos, foxtrots and slow-foxtrots for voice and piano, these pieces are in the genre of Polish actors' songs. Their place in Lutosławski's output may be seen as less incongruous in light of his own performances of cabaret music during the war, as well as his relationship by marriage to his wife's sister-in-law, the famous Polish cabaret singer Kalina Jędrusik.
In 1963, Lutosławski fulfilled a commission for the Music Biennale Zagreb, his Trois poèmes d'Henri Michaux for chorus and orchestra. It was the first work he had written for a commission from abroad, and brought him further international acclaim. It earned him a second State Prize for music (Lutosławski was not cynical about the award this time), and he gained an agreement for the international publication of his music with Chester Music, then part of the Hansen publishing house. His String Quartet was first performed in Stockholm in 1965, followed the same year by the first performance of his orchestral song-cycle Paroles tissées. This shortened title was suggested by the poet Jean-François Chabrun, who had published the poems as Quatre tapisseries pour la Châtelaine de Vergi. The song cycle is dedicated to the tenor Peter Pears, who first performed it at the 1965 Aldeburgh Festival with the composer conducting. (The Festival was founded and organised by Benjamin Britten, with whom the composer formed a lasting friendship.)
Shortly after this, Lutosławski started work on his Second Symphony, which had two premieres: Pierre Boulez conducted the second movement, Direct, in 1966, and when the first movement, Hésitant, was finished in 1967, the composer conducted a complete performance in Katowice. The Second Symphony is very different from a conventional classical symphony in structure, with Lutosławski using his many compositional innovations to build a large-scale, dramatic work worthy of the name. In 1968, the Symphony earned Lutosławski first prize from the International Music Council's International Rostrum of Composers, his third such award, confirming his growing international reputation. In 1967, Lutosławski was awarded the Léonie Sonning Music Prize, Denmark's highest musical honour.
### International renown (1967–1982)
The Second Symphony, and Livre pour orchestre and a Cello Concerto which followed, were composed during a particularly traumatic period in Lutosławski's life. His mother died in 1967, and in 1967–70 there was a great deal of unrest in Poland. This sprang first from the suppression of the theatre production Dziady, which sparked a summer of protests; later, in 1968, the use of Polish troops to suppress the liberal reforms in Czechoslovakia's Prague Spring, and the Gdańsk Shipyards strike of 1970—which led to a violent clampdown by the authorities, both caused significant political and social tension in Poland. Lutosławski did not support the Soviet regime, and these events have been postulated as reasons for the increase in antagonistic effects in his work, particularly the Cello Concerto of 1968–70 for Rostropovich and the Royal Philharmonic Society. Indeed, Rostropovich's own opposition to the Soviet regime in Russia was just coming to a head (he shortly afterwards declared his support for the dissident Aleksandr Solzhenitsyn). Lutosławski himself did not hold the view that such influences had a direct effect on his music, although he acknowledged that they impinged on his creative world to some degree. In any case, the Cello Concerto was a great success, earning both Lutosławski and Rostropovich accolades. At the work's première with the Bournemouth Symphony Orchestra, Arthur Bliss presented Rostropovich with the Royal Philharmonic Society's gold medal.
In 1973, Lutosławski attended a recital given by the baritone Dietrich Fischer-Dieskau with the pianist Sviatoslav Richter in Warsaw; he met the singer after the concert and this inspired him to write his extended orchestral song Les Espaces du sommeil ("The spaces of sleep"). This work, Preludes and Fugue, Mi-Parti (a French expression that roughly translates as "divided into two equal but different parts"), Novelette, and a short piece for cello in honour of Paul Sacher's seventieth birthday, occupied Lutosławski throughout the 1970s, while in the background he was working away at a projected Third symphony and a concertante piece for the oboist Heinz Holliger. These latter pieces were proving difficult to complete, as Lutosławski struggled to introduce greater fluency into his sound world and to reconcile tensions between the harmonic and melodic aspects of his style, and between foreground and background. The Double Concerto for oboe, harp and chamber orchestra—commissioned by Sacher—was finally finished in 1980, and the Third Symphony in 1983. In 1977, he received the Order of the Builders of People's Poland. In 1983, he received the Ernst von Siemens Music Prize.
During this period, Poland was undergoing yet more upheaval: in 1980, the influential movement Solidarność was created, led by Lech Wałęsa; and in 1981, martial law was declared by General Wojciech Jaruzelski. From 1981 to 1989, Lutosławski refused all professional engagements in Poland as a gesture of solidarity with the artists' boycott. He refused to enter the Culture Ministry to meet any of the ministers, and was careful not be photographed in their company. In 1983, as a gesture of support, he sent a recording of the first performance (in Chicago) of the Third Symphony to Gdańsk to be played to strikers in a local church. In 1983, he was awarded the Solidarity prize, of which Lutosławski was reported to be more proud than any other of his honours.
### Final years (1983–1994)
Through the mid-1980s, Lutosławski composed three pieces called Łańcuch ("Chain"), which refers to the way the music is constructed from contrasting strands which overlap like the links of a chain. Chain 2 was written for Anne-Sophie Mutter (commissioned by Sacher), and for Mutter he also orchestrated his slightly earlier Partita for violin and piano, providing a new linking Interlude, so that when played together the Partita, Interlude, and Chain 2 form his longest work.
In 1985, the Third Symphony earned Lutosławski the first Grawemeyer Prize from the University of Louisville, Kentucky. The significance of the prize lay not just in its prestige but in the size of its financial award (then US\$150,000). The award is intended to remove recipients' financial concerns for a period to allow them to concentrate on serious composition. In a gesture of altruism, Lutosławski announced that he would use the fund to set up a scholarship to enable young Polish composers to study abroad; Lutosławski also directed that his fee from the San Francisco Symphony Orchestra for Chain 3 should go to this scholarship fund.
In 1986, Lutosławski was presented (by Tippett) with the rarely awarded Royal Philharmonic Society's Gold Medal during a concert in which Lutosławski conducted his Third Symphony; also that year a major celebration of his work was made at the Huddersfield Contemporary Music Festival. In addition, he was awarded honorary doctorates at several universities worldwide, including Cambridge.
At this time Lutosławski was writing his Piano Concerto for Krystian Zimerman, commissioned by the Salzburg Festival. His earliest plans to write a piano concerto dated from 1938; he was himself in his younger days a virtuoso pianist. It was a performance of this work and the Third Symphony at the Warsaw Autumn Festival in 1988 that marked the composer's return to the conductor's podium in Poland, after substantive talks had been arranged between the government and the opposition.
Around 1990 Lutosławski also worked on a fourth symphony and his orchestral song-cycle Chantefleurs et Chantefables for soprano. The latter was first performed at a Prom concert in London in 1991, and the Fourth Symphony in 1993 in Los Angeles. In between, and after initial reluctance, Lutosławski took on the presidency of the newly reconstituted "Polish Cultural Council", which was set up after the 1989 legislative elections led to the end of communist rule in Poland.
In 1993, Lutosławski continued his busy schedule, travelling to the United States, England, Finland, Canada and Japan, and sketching a violin concerto, but by the first week of 1994 it was clear that cancer had taken hold, and after an operation the composer weakened quickly and died on 7 February, aged 81. He had, a few weeks before, been awarded Poland's highest honour, the Order of the White Eagle (only the second person to receive this since the collapse of communism in Poland—the first had been Pope John Paul II). He was cremated; his wife Danuta died shortly afterwards.
## Music
Lutosławski described musical composition as a search for listeners who think and feel the same way he did—he once called it "fishing for souls".
### Folk influence
Lutosławski's works up until and including the Dance Preludes (1955) show the influence of Polish folk music, both harmonically and melodically. Part of his art was in transforming folk music, rather than quoting it exactly. In some cases, such as the Concerto for Orchestra, folk music is unrecognisable as such without careful analysis. As Lutosławski developed the techniques of his mature compositions, he stopped using folk material explicitly, although its influence remained as subtle features until the end. As he said, "[in those days] I could not compose as I wished, so I composed as I was able", and about this change of direction he said, "I was simply not so interested in it [using folk music]". Also, Lutosławski was dissatisfied with composing in a "post-tonal" idiom: while composing the first symphony, he felt that this was for him a cul-de-sac. As such, Dance Preludes would prove to be his final composition centered around folk music; he described it as a "farewell to folklore".
### Pitch organisation
In Five Songs (1956–57) and Musique funèbre (1958) Lutosławski introduced his own brand of twelve-tone music, marking his departure from the explicit use of folk music. His twelve-tone technique allowed him to build harmony and melody from specific intervals (in Musique funèbre, augmented fourths and semitones). This system also gave him the means to write dense chords without resorting to tone clusters, and enabled him to build towards these dense chords (which often include all twelve notes of the chromatic scale) at climactic moments. Lutosławski's twelve-note techniques were thus completely different in conception from Arnold Schoenberg's tone-row system, although Musique funèbre does happen to be based on a tone row. This twelve-note intervallic technique had its genesis in earlier works such as Symphony No. 1, and Variations on a Theme by Paganini.
### Aleatory technique
Although Musique funèbre was internationally acclaimed, his new harmonic techniques led to something of a crisis for Lutosławski, during which he still could not see how to express his musical ideas. Then on 16 March 1960, listening to Polish Radio broadcast on new music, he happened to hear John Cage's Concert for Piano and Orchestra. Although he was not influenced by the sound or the philosophy of the music, Cage's explorations of indeterminacy set off a train of thought which resulted in Lutosławski finding a way to retain the harmonic structures he wanted while introducing the freedom for which he was searching. His Three Postludes were hastily rounded off (he had intended to write four) and he moved on to compose works in which he explored these new ideas.
In works from Jeux vénitiens, Lutosławski wrote long passages in which the parts of the ensemble are not to be synchronised exactly. At cues from the conductor, each instrumentalist may be instructed to move straight on to the next section, to finish their current section before moving on, or to stop. In this way, the random elements within compositionally controlled limits defined by the term aleatory are carefully directed by the composer, who controls the architecture and harmonic progression of the piece precisely. Lutosławski notated the music exactly; there is no improvisation, no choice of parts is given to any instrumentalist, and there is thus no doubt about how the musical performance is to be realised.
For his String Quartet, Lutosławski had produced only the four instrumental parts, refusing to bind them in a full score, because he was concerned that this would imply that he wanted notes in vertical alignment to coincide, as is the case with conventionally notated classical ensemble music. The LaSalle Quartet, however, specifically requested a score from which to prepare for the first performance. Bodman Rae relates that Danuta Lutosławska solved this problem by cutting up the parts and sticking them together in boxes (which Lutosławski called mobiles), with instructions on how to signal in performance when all of the players should proceed to the next mobile. In his orchestral music, these problems of notation were not so difficult, because the instructions on how and when to proceed are given by the conductor. Lutosławski's called this technique of his mature period "limited aleatorism".
Both Lutosławski's harmonic and aleatory processes are illustrated by example 1, an excerpt from Hésitant, the first movement of the Symphony No. 2. At number 7, the conductor gives a cue to the flutes, celesta and percussionist, who then play their parts in their own time, without any attempt to synchronise with the other instrumentalists. The harmony of this section is based on a 12-note chord built from major seconds and perfect fourths. After all the instrumentalists have finished their parts, a two-second general pause is indicated ("P.G. 2" at top right of the example). The conductor then gives a cue at number 8 (and indicates the tempo of the following section) for two oboes and the cor anglais. They each play their part, again with no attempt to synchronise with the other players. The harmony of this part is based on the hexachord F–G–A–C–D–D, arranged in such a way that the harmony of the section never includes any sixths or thirds. When the conductor gives another cue at number 9, the players each continue until they reach the repeat sign, and then stop: they are unlikely to end the section at the same time. This "refrain" (from numbers 8 to 9) recurs throughout the movement, slightly altered each time, but always played by double-reed instruments which do not play elsewhere in the movement: Lutosławski thus also carefully controls the orchestral palette.
### Late style
The combination of Lutosławski's aleatory techniques and his harmonic discoveries allowed him to build up complex musical textures. According to Bodman Rae, in his later works Lutosławski evolved a more mobile, simpler, harmonic style, in which less of the music is played with an ad libitum coordination. This development first appeared in the brief Epitaph for oboe and piano, around the time Lutosławski was struggling to find the technical means to complete his Third Symphony. In chamber works for just two instrumentalists the scope for aleatory counterpoint and dense harmonies is significantly less than for orchestra.
Lutosławski's formidable technical developments grew out of his creative imperative; that he left a lasting body of major compositions is a testament to his resolution of purpose in the face of the anti-formalist authorities under which he formulated his methods.
## Legacy
In the 21st century, Lutosławski is generally considered the most important Polish composer since Szymanowski, and perhaps the most outstanding since Chopin. This evaluation was not apparent after World War II, when Panufnik was more highly regarded in Poland. The success of Lutosławski's Concerto for Orchestra and Panufnik's 1954 defection to England brought Lutosławski to the forefront of modern Polish classical music. Initially, he was coupled with his younger contemporary Krzysztof Penderecki, due to their music's shared stylistic and technical characteristics. When Penderecki's reputation declined in the 1970s, Lutosławski emerged as the major Polish composer of his time and among the most significant 20th-century European composers. His four symphonies, the Variations on a Theme by Paganini (1941), the Concerto for Orchestra (1954), and a cello concerto (1970) are his best known works.
## Awards and honours
See for a comprehensive list.
- Order of Polonia Restituta, 1953
- Order of the Banner of Work, 1955
- Związek Kompozytorów Polskich (ZKP) Prize, 1959
- First Prize of the International Music Council's International Rostrum of Composers, 1959
- Koussevitzky Prix Mondial du Disque (France), 1964
- Grand Prix du Disque de Académie Charles Cros (France), 1965
- Jurzykowski Prize (United States), 1966
- Herder Prize (Germany/Austria), 1967
- Léonie Sonning Music Prize (Denmark), 1967
- First Prize of the International Music Council's International Rostrum of Composers, 1968
- Grand Prix du Disque de Académie Charles Cros (France), 1971
- Prix Maurice Ravel (France), 1971
- Honorary member of the Polish Composers' Union, 1971
- Wihuri Sibelius Prize (Finland), 1973
- Honorary degree of the University of Warsaw, 1973
- Koussevitzky Prix Mondial du Disque (France), 1976
- Order of the Builders of People's Poland, 1977
- Honorary degree of the Nicolaus Copernicus University in Toruń, 1980
- Ernst von Siemens Music Prize (Germany), 1983
- Honorary doctorate, Durham University 1983
- Honorary degree of the Jagiellonian University, 1984
- Queen Sofía Composition Prize (Spain), 1985
- Grawemeyer Award (United States), 1985
- Koussevitzky Prix Mondial du Disque (France), 1986
- Royal Philharmonic Society Gold Medal (United Kingdom), 1986
- Grammy Award for Best Classical Contemporary Composition, 1987
- Honorary doctorate, University of Cambridge, 1987
- Honorary degree of the Fryderyk Chopin University of Music, 1988
- Pour le Mérite for Sciences and Arts, 1993
- Polar Music Prize (Sweden), 18 May 1993
- Kyoto Prize (Japan), 1993
- Honorary doctorate, McGill University, 30 October 1993
- Order of the White Eagle (Poland), 1994 |
903,203 | Battle of the Bismarck Sea | 1,157,517,499 | 1943 Allied attack on a Japanese convoy | [
"1943 in Papua New Guinea",
"Battles and operations of World War II involving Papua New Guinea",
"Bismarck Sea",
"Conflicts in 1943",
"March 1943 events",
"Naval battles of World War II involving Australia",
"Naval battles of World War II involving Japan",
"Naval battles of World War II involving the United States",
"South West Pacific theatre of World War II",
"Territory of New Guinea",
"World War II aerial operations and battles of the Pacific theatre",
"World War II naval operations and battles of the Pacific theatre"
]
| The Battle of the Bismarck Sea (2–4 March 1943) took place in the South West Pacific Area (SWPA) during World War II when aircraft of the U.S. Fifth Air Force and the Royal Australian Air Force (RAAF) attacked a Japanese convoy carrying troops to Lae, New Guinea. Most of the Japanese task force was destroyed, and Japanese troop losses were heavy.
The Japanese convoy was a result of a Japanese Imperial General Headquarters decision in December 1942 to reinforce their position in the South West Pacific. A plan was devised to move some 6,900 troops from Rabaul directly to Lae. The plan was understood to be risky, because Allied air power in the area was strong, but it was decided to proceed because otherwise the troops would have to be landed a considerable distance away and march through inhospitable swamp, mountain and jungle terrain without roads before reaching their destination. On 28 February 1943, the convoy – comprising eight destroyers and eight troop transports with an escort of approximately 100 fighter aircraft – set out from Simpson Harbour in Rabaul.
The Allies had detected preparations for the convoy, and naval codebreakers in Melbourne (FRUMEL) and Washington, D.C., had decrypted and translated messages indicating the convoy's intended destination and date of arrival. The Allied Air Forces had developed new techniques, such as skip bombing, that they hoped would improve the chances of successful air attack on ships. They detected and shadowed the convoy, which came under sustained air attack on 2–3 March 1943. Follow-up attacks by PT boats and aircraft were made on 4 March on life boats and rafts. All eight transports and four of the escorting destroyers were sunk. Of 6,900 troops who were badly needed in New Guinea, only about 1,200 made it to Lae. Another 2,700 were rescued by destroyers and submarines and returned to Rabaul. The Japanese made no further attempts to reinforce Lae by ship, greatly hindering their ultimately unsuccessful efforts to stop Allied offensives in New Guinea.
## Background
### Allied offensives
Six months after Imperial Japan attacked Pearl Harbor in December 1941, the United States won a strategic victory at the Battle of Midway in June 1942. Seizing the strategic initiative, the United States and its Allies landed on Guadalcanal in the southern Solomon Islands in August 1942, beginning the Solomon Islands Campaign. The battle for Guadalcanal ended in victory for the Allies with the withdrawal of Japanese forces from the island in early February 1943. At the same time, Australian and American forces in New Guinea repelled the Japanese land offensive along the Kokoda Track. Going on the offensive, the Allied forces captured Buna–Gona, destroying Japanese forces in that area.
The ultimate goal of the Allied counter-offensives in New Guinea and the Solomons was to capture the main Japanese base at Rabaul on New Britain, later codified as Operation Cartwheel, and clear the way for the eventual reconquest of the Philippines. Recognising the threat, the Japanese continued to send land, naval, and aerial reinforcements to the area in an attempt to check the Allied advances.
### Japanese plans
Reviewing the progress of the Battle of Guadalcanal and the Battle of Buna–Gona in December 1942, the Japanese faced the prospect that neither could be held. Accordingly, Imperial General Headquarters decided to take steps to strengthen the Japanese position in the South West Pacific by sending Lieutenant General Jusei Aoki's 20th Division from Korea to Guadalcanal and Lieutenant General Heisuke Abe's 41st Division from China to Rabaul. Lieutenant General Hitoshi Imamura, the commander of the Japanese Eighth Area Army at Rabaul, ordered Lieutenant General Hatazō Adachi's XVIII Army to secure Madang, Wewak and Tuluvu in New Guinea. On 29 December, Adachi ordered the 102nd Infantry Regiment and other units under the command of Major General Toru Okabe, the commander of the infantry group of the 51st Division, to move from Rabaul to Lae and advance inland to capture Wau. After deciding to evacuate Guadalcanal on 4 January, the Japanese switched priorities from the Solomon Islands to New Guinea, and opted to send the 20th and 41st Divisions to Wewak.
On 5 January 1943, the convoy, which consisted of five destroyers and five troop transports carrying Okabe's force, set out for Lae from Rabaul. Forewarned by Ultra, United States Army Air Forces (USAAF) and Royal Australian Air Force (RAAF) aircraft spotted, shadowed and attacked the convoy, which was shielded by low clouds and Japanese fighters. The Allies claimed to have shot down 69 Japanese aircraft for the loss of 10 of their own. An RAAF Consolidated PBY Catalina sank the transport Nichiryu Maru. Although destroyers rescued 739 of the 1,100 troops on board, the ship took with it all of Okabe's medical supplies. Another transport, Myoko Maru, was so badly damaged at Lae by USAAF North American B-25 Mitchells that it had to be beached. Nonetheless, the convoy succeeded in reaching Lae on 7 January and landing its troops, but Okabe was defeated in the Battle of Wau.
Most of the 20th Division was landed at Wewak from naval high speed transports on 19 January 1943. The bulk of the 41st Division followed on 12 February. Imamura and Vice Admiral Gunichi Mikawa, the commander of the South East Area Fleet, developed a plan to move the command post of the headquarters of the Japanese XVIII Army and the main body of the 51st Division from Rabaul to Lae on 3 March, followed by moving the remainder of the 20th Division to Madang on 10 March. This plan was acknowledged to be risky because Allied air power in the area was strong. The XVIII Army staff held war games that predicted losses of four out of ten transports, and between 30 and 40 aircraft. They gave the operation only a 50–50 chance of success. On the other hand, if the troops were landed at Madang, they faced a march of more than 140 mi (230 km) over inhospitable swamp, mountain and jungle terrain without roads. To augment the three naval and two army fighter groups in the area assigned to protect the convoy, the Imperial Japanese Navy temporarily detached 18 fighters from the aircraft carrier Zuihō's fighter group from Truk to Kavieng.
### Allied intelligence
The Allies soon began detecting signs of preparations for a new convoy. A Japanese floatplane of the type normally used for anti-submarine patrols in advance of convoys was sighted on 7 February 1943. The Allied Air Forces South West Pacific Area commander – Lieutenant General George Kenney – ordered an increase in reconnaissance patrols over Rabaul. On 14 February, aerial photographs were taken that showed 79 vessels in port, including 45 merchant ships and six transports. It was clear that another convoy was being prepared, but its destination was unknown. On 16 February, naval codebreakers in Melbourne (FRUMEL) and Washington, D.C., finished decrypting and translating a coded message revealing the Japanese intention to land convoys at Wewak, Madang and Lae. Subsequently, codebreakers decrypted a message from the Japanese 11th Air Fleet to the effect that destroyers and six transports would reach Lae about 5 March. Another report indicated that they would reach Lae by 12 March. On 22 February, reconnaissance aircraft reported 59 merchant vessels in the harbour at Rabaul.
Kenney read this Ultra intelligence in the office of the Supreme Allied Commander, South West Pacific Area – General Douglas MacArthur – on 25 February. The prospect of an additional 6,900 Japanese troops in the Lae area greatly disturbed MacArthur, as they might seriously affect his plans to capture and develop the area. Kenney wrote out orders, which were sent by courier, for Brigadier General Ennis Whitehead, the deputy commander of the Fifth Air Force, and the commander of its Advance Echelon (ADVON) in New Guinea. Under the Fifth Air Force's unusual command arrangements, Whitehead controlled the Allied Air Forces units of all types in New Guinea. This included the RAAF units there, which were grouped as No. 9 Operational Group RAAF, under the command of Air Commodore Joe Hewitt.
Kenney informed Whitehead of the proposed convoy date, and warned him about the usual Japanese pre-convoy air attack. He also urged that flying hours be cut back so as to allow for a large strike on the convoy, and instructed him to move forward as many aircraft as possible so that they could be close to the nearby captured airfields around Dobodura, where they would not be subject to the vagaries of weather over the Owen Stanley Range. Kenney flew up to Port Moresby on 26 February, where he met with Whitehead. The two generals inspected fighter and bomber units in the area, and agreed to attack the Japanese convoy in the Vitiaz Strait. Kenney returned to Brisbane on 28 February.
## Allied tactics
In the South West Pacific, a conventional strategic bombing campaign was out of the question, as industrial targets in Japan were well beyond the range of even the largest strategic bombers operating from bases in Australia and New Guinea. Therefore, the primary mission of the Allied bomber force was interdiction of Japanese supply lines, especially the sea lanes. The results of the effort against the Japanese convoy in January were very disappointing; some 416 sorties had been flown with only two ships sunk and three damaged; clearly, a change of tactics was in order. Group Captain Bill Garing, an RAAF officer on Kenney's staff with considerable experience in air-sea operations, including a tour of duty in Europe, recommended that Japanese convoys be subjected to simultaneous attack from different altitudes and directions.
The Allied Air Forces adopted some innovative tactics. In February 1942, the RAAF began experimenting with skip bombing, an anti-shipping technique used by the British and Germans. Flying only a few dozen feet above the sea toward their targets, bombers would release their bombs which would then, ideally, ricochet across the surface of the water and explode at the side of the target ship, under it, or just over it. A similar technique was mast-height bombing, in which bombers would approach the target at low altitude, 200 to 500 feet (61 to 152 m), at about 265 to 275 miles per hour (426 to 443 km/h), and then drop down to mast height, 10 to 15 feet (3.0 to 4.6 m) at about 600 yards (550 m) from the target. They would release their bombs at around 300 yards (270 m), aiming directly at the side of the ship. The Battle of the Bismarck Sea would demonstrate that this was the more successful of the two tactics. The two techniques were not mutually exclusive: a bomber could drop two bombs, skipping the first and launching the second at mast height. In addition, as regular bomb fuses were designed to detonate immediately on impact, which would catch the attacking aircraft in its own bomb blast at low altitude attacks, crews developed a delayed-action fuse. Practice missions were carried out against the wreck of the SS Pruth, a liner that had run aground in 1923.
In order for bombers to conduct skip or mast-height bombing, the target ship's antiaircraft artillery would first have to be neutralized by strafing runs. For the latter task, Major Paul I. "Pappy" Gunn and his men at the 81st Depot Repair Squadron in Townsville, Queensland, modified some USAAF Douglas A-20 Havoc light bombers by installing four .50-inch (12.7 mm) machine guns in their noses in September 1942. Two 450-US-gallon (1,700 L; 370 imp gal) fuel tanks were added, giving the aircraft more range. An attempt was then made in December 1942 to create a longer range attack aircraft by doing the same thing to a B-25 medium bomber to convert it to a "commerce destroyer", but this proved to be somewhat more difficult. The resulting aircraft was nose-heavy despite added lead ballast in the tail, and the vibrations caused by firing the machine guns were enough to make rivets pop out of the skin of the aircraft. The tail guns and belly turrets were removed, the latter being of little use if the aircraft was flying low. The new tactic of having the B-25 strafe ships would be tried in this battle.
The Fifth Air Force had two heavy bomber groups. The 43rd Bombardment Group was equipped with about 55 Boeing B-17 Flying Fortresses. Most of these had seen hard war service over the previous six months and the availability rate was low. The recently arrived 90th Bombardment Group was equipped with Consolidated B-24 Liberators, but they too had maintenance problems. There were two medium groups: the 38th Bombardment Group, equipped with B-25 Mitchells, and the 22nd Bombardment Group, equipped with Martin B-26 Marauders, but two of the former's four squadrons had been diverted to the South Pacific Area, and the latter had taken so many losses that it had been withdrawn to Australia to be rebuilt.
There was also a light group, the 3rd Attack Group, equipped with a mixture of Douglas A-20 Havocs and B-25 Mitchells. This group was not just short of aircraft; it was critically short of aircrew as well. To make up the numbers the USAAF turned to the RAAF for help. Australian aircrew were assigned to most of the group's aircraft, serving in every role except aircraft commander. In addition to the RAAF aircrew with the USAAF squadrons, there were RAAF units in the Port Moresby area. No. 30 Squadron RAAF, which had arrived in Port Moresby in September 1942, was equipped with the Bristol Beaufighter. Both the aircraft and the squadron proved adept at low level attacks. Also in the Port Moresby area were the 35th and 49th Fighter Groups, both equipped with Bell P-39, Curtiss P-40 Warhawk and Lockheed P-38 Lightning fighters, but only the last were suitable for long range escort missions.
## Battle
### First attacks
The Japanese convoy – comprising eight destroyers and eight troop transports with an escort of approximately 100 fighters – assembled and departed from Simpson Harbour in Rabaul on 28 February. During the January operation, a course was followed that hugged the south coast of New Britain. This had made it easy to provide air cover, but being close to the airfields also made it possible for the Allied Air Forces to attack both the convoy and the airfields at the same time. This time, a route was chosen along the north coast, in the hope that the Allies would be deceived into thinking that the convoy's objective was Madang. Allied air attacks on the convoy at this point would have to fly over New Britain, allowing interdiction from Japanese air bases there, but the final leg of the voyage would be particularly dangerous, because the convoy would have to negotiate the restricted waters of the Vitiaz Strait. The Japanese named the convoy "Operation 81."
The destroyers carried 958 troops while the transports took 5,954. All the ships were combat loaded to expedite unloading at Lae. The commander of the Japanese XVIII Army – Lieutenant General Hatazō Adachi – travelled on the destroyer Tokitsukaze, while that of the 51st Division – Lieutenant General Hidemitsu Nakano – was on board the destroyer Yukikaze. The escort commander – Rear Admiral Masatomi Kimura of the 3rd Destroyer Flotilla – flew his flag from the destroyer Shirayuki. The other five destroyers were Arashio, Asashio, Asagumo, Shikinami and Uranami. They escorted seven Army transports: Aiyo Maru (2,716 gross register tons), Kembu Maru (950 tons), Kyokusei Maru (5,493 tons), Oigawa Maru (6,494 tons), Sin-ai Maru (3,793 tons), Taimei Maru (2,883 tons) and Teiyo Maru (6,870 tons). Rounding out the force was the lone Navy transport Nojima Maru (8,125 tons). All the ships carried troops, equipment and ammunition, except for the Kembu Maru, which carried 1,000 drums of avgas and 650 drums of other fuel.
The convoy, moving at 7 kn (8.1 mph; 13 km/h), was not detected for some time, because of two tropical storms that struck the Solomon and Bismarck Seas between 27 February and 1 March, but at about 15:00 on 1 March, the crew of a patrolling B-24 Liberator heavy bomber spotted the convoy. Eight B-17 Flying Fortresses were sent to the location but failed to locate the ships.
At dawn on 2 March, a force of six RAAF A-20 Bostons attacked Lae to reduce its ability to provide support. At about 10:00, another Liberator found the convoy. Eight B-17s took off to attack the ships, followed an hour later by another 20. The B-17s were planned to rendezvous with P-38 fighters from the 9th Fighter Squadron, however the B-17s arrived early and faced the Japanese fighters on their own for the initial air battle until the P-38s arrived. They found the convoy and attacked with 1,000 lb (450 kg) bombs from 5,000 ft (1,500 m). They claimed to have sunk up to three merchant ships. Kyokusei Maru had sunk carrying 1,200 army troops, and two other transports, Teiyo Maru and Nojima, were damaged. Eight Japanese fighters were destroyed and 13 damaged in the day's action, while nine B-17s were damaged.
The destroyers Yukikaze and Asagumo plucked 950 survivors of Kyokusei Maru from the water. These two destroyers, being faster than the convoy since its speed was dictated by the slower transports, broke away from the group to disembark the survivors at Lae. The destroyers resumed their escort duties the next day. The convoy – without the troop transport and two destroyers – was attacked again on the evening of 2 March by 11 B-17s, with minor damage to one transport. During the night, PBY Catalina flying boats from No. 11 Squadron RAAF took over the task of shadowing the convoy.
### Further attacks
By 3 March, the convoy was within range of the air base at Milne Bay, and eight Bristol Beaufort torpedo bombers from No. 100 Squadron RAAF took off from there. Because of bad weather only two found the convoy, and neither scored any hits, but the weather cleared after they rounded the Huon Peninsula. A force of 90 Allied aircraft took off from Port Moresby, and headed for Cape Ward Hunt, while 22 A-20 Bostons of No. 22 Squadron RAAF attacked the Japanese fighter base at Lae, reducing the convoy's air cover. Attacks on the base continued throughout the day.
At 10:00, 13 B-17s reached the convoy and bombed from medium altitude of 7,000 feet, causing the ships to maneuver, which dispersed the convoy formation and reduced their concentrated anti-aircraft firepower. The B-17s attracted Mitsubishi A6M Zero fighters, which were in turn attacked by the P-38 Lightning escorts. A B-17 broke up in the air, and its crew took to their parachutes. Japanese fighter pilots machine-gunned some of the B-17 crew members as they descended and attacked others in the water after they landed. Five of the Japanese fighters strafing the B-17 aircrew were promptly engaged and shot down by three P-38s which were also lost. The Allied fighter pilots claimed 15 Zeros destroyed, while the B-17 crews claimed five more. Actual Japanese fighter losses for the day were seven destroyed and three damaged. B-25s arrived shortly afterward and released their 500-pound bombs between 3,000 and 6,000 feet, reportedly causing two Japanese vessels to collide. The result of the B-17 and B-25 sorties scored few hits but left the convoy ships separated making them vulnerable to strafers and masthead bombers, and with the Japanese anti-aircraft fire being focused on the medium-altitude bombers this left an opening for minimum altitude attacks.
The 13 Beaufighters from No. 30 Squadron RAAF approached the convoy at low level to give the impression they were Beauforts making a torpedo attack. The ships turned to face them, the standard procedure to present a smaller target to torpedo bombers, allowing the Beaufighters to maximise the damage they inflicted on the ships' anti-aircraft guns, bridges and crews in strafing runs with their four 20 mm (0.79 in) nose cannons and six wing-mounted .303 in (7.70 mm) machine guns. On board one of the Beaufighters was cameraman Damien Parer, who shot dramatic footage of the battle; it was later published in The Bismarck Convoy Smashed. Immediately afterward, seven B-25s of the 38th Bombardment Group's 71st Bombardment Squadron bombed from about 750 m (2,460 ft), while six from the 405th Bombardment Squadron attacked at mast height.
According to the official RAAF release on the Beaufighter attack, "enemy crews were slain beside their guns, deck cargo burst into flame, superstructures toppled and burned". Garrett Middlebrook, a co-pilot in one of the B-25s, described the ferocity of the strafing attacks:
> They went in and hit this troop ship. What I saw looked like little sticks, maybe a foot long or something like that, or splinters flying up off the deck of ship; they’d fly all around ... and twist crazily in the air and fall out in the water. Then I realized what I was watching were human beings. I was watching hundreds of those Japanese just blown off the deck by those machine guns. They just splintered around the air like sticks in a whirlwind and they’d fall in the water.
Shirayuki was the first ship to be hit, by a combination of strafing and bombing attacks. Almost all the men on the bridge became casualties, including Kimura, who was wounded. One bomb hit started a magazine explosion that caused the stern to break off, and the ship to sink. Her crew was transferred to Shikinami, and Shirayuki was scuttled. The destroyer Tokitsukaze was also hit and fatally damaged. Its crew was taken off by Yukikaze. The destroyer Arashio was hit, and collided with the transport Nojima, disabling her. Both the destroyer and the transport were abandoned, and Nojima was later sunk by an air attack.
Fourteen B-25s returned that afternoon, reportedly claiming 17 hits or near misses. By this time, a third of the transports were sunk or sinking. As the Beaufighters and B-25s had expended their munitions, some USAAF A-20 Havocs of the 3rd Attack Group joined in. Another five hits were claimed by B-17s of the 43rd Bombardment Group from higher altitudes. During the afternoon, further attacks from USAAF B-25s and Bostons of No. 22 Squadron RAAF followed.
All seven of the transports were hit and most were burning or sinking about 100 km (54 nmi; 62 mi) south east of Finschhafen, along with the destroyers Shirayuki, Tokitsukaze and Arashio. Four of the destroyers – Shikinami, Yukikaze, Uranami and Asagumo – picked up as many survivors as possible and then retired to Rabaul, accompanied by the destroyer Hatsuyuki, which had come from Rabaul to assist. That night, a force of ten U.S. Navy PT boats – under the command of Lieutenant Commander Barry Atkins – set out to attack the convoy. Two boats struck submerged debris and were forced to return. The other eight arrived off Lae in the early hours of 4 March. Atkins spotted a fire that turned out to be the transport Oigawa Maru. PT-143 and PT-150 fired torpedoes at it, sinking the crippled vessel. In the morning, a fourth destroyer – Asashio – was sunk when a B-17 hit her with a 500 lb (230 kg) bomb while she was picking up survivors from Arashio. Only one destroyer, Yukikaze, was undamaged among the four surviving destroyers.
Some 2,700 survivors were taken to Rabaul by the destroyers. On 4 March, another 1,000 or so survivors were adrift on rafts. On the evenings of 3–5 March, PT boats and planes attacked Japanese rescue vessels, as well as the survivors from the sunken vessels on life rafts and swimming or floating in the sea. This was later justified on the grounds that rescued servicemen would have been rapidly landed at their military destination and promptly returned to active service, as well as being retaliation for the Japanese fighter planes attacking survivors of the downed B-17 bomber. While many of the Allied aircrew accepted these attacks as being necessary, others were sickened. On 6 March, the Japanese submarines I-17 and I-26 picked up 170 survivors. Two days later, I-26 found another 54 and put them ashore at Lae. Hundreds made their way to various islands. One band of 18 survivors landed on Kiriwina, where they were captured by PT-114. Another made its way to Guadalcanal, only to be killed by an American patrol.
On 4 March the Japanese mounted a retaliatory raid on the Buna airfield, the site of a base that the Allies had captured back in January, though the fighters did little damage. Kenney wrote in his memoir that the Japanese reprisal occurred "after the horse had been stolen from the barn. It was a good thing that the Nip air commander was stupid. Those hundred airplanes would have made our job awfully hard if they had taken part in the big fight over the convoy on March 3rd."
On Goodenough Island, between 8 and 14 March 1943, Australian patrols from the 47th Infantry Battalion found and killed 72 Japanese, captured 42 and found another nine dead on a raft. One patrol killed eight Japanese who had landed in two flat-bottomed boats, in which were found some documents in sealed tins. On translation by the Allied Translator and Interpreter Section, one document turned out to be a copy of the Japanese Army List, with the names and postings of every officer in the Japanese Army. It therefore provided a complete order of battle of the Japanese Army, including many units that had never before been reported. A mention of any Japanese officer could now be correlated with his unit. Copies were made available to intelligence units in every theatre of war against Japan.
## Aftermath
The battle was a disaster for the Japanese. Out of 6,900 troops who were badly needed in New Guinea, only about 1,200 made it to Lae. Another 2,700 were saved by destroyers and submarines and returned to Rabaul. About 2,890 Japanese soldiers and sailors were killed. The Allies lost 13 aircrew, 10 of whom were lost in combat while three others died in an accident. There were also eight wounded. Aircraft losses were one B-17 and three P-38s in combat, and one B-25 and one Beaufighter in accidents. MacArthur issued a communiqué on 7 March stating that 22 ships, including twelve transports, three cruisers and seven destroyers, had been sunk along with 12,792 troops. Army Air Force Headquarters in Washington, D.C., looked into the matter in mid-1943 and concluded that there were only 16 ships involved, but GHQ SWPA considered the original account accurate. The victory was a propaganda boon for the Allies, with one United States newsreel claiming the Japanese had lost 22 ships, 15,000 troops, and 102 aircraft. The New York Times, on its front page on March 4, 1943, cited the loss by the Japanese of 22 ships, 15,000 troops and 55 aircraft.
The Allied Air Forces had used 233,847 rounds of ammunition, and dropped two-hundred and sixty-one 500-pound and two-hundred and fifty-three 1,000-pound bombs. They claimed 19 hits and 42 near misses with the former and 59 hits and 39 near misses from the latter. Of the 137 bombs dropped in low level attacks, 48 (35 percent) were claimed to have hit but only 29 (7.5 percent) of the 387 bombs dropped from medium altitude. This compared favourably with efforts in August and September 1942 when only 3 percent of bombs dropped were claimed to have scored hits. It was noted that the high and medium altitude attacks scored few hits but dispersed the convoy, while the strafing runs from the Beaufighters had knocked out many of the ships' anti-aircraft defences. Aircraft attacking from several directions at once had confused and overwhelmed the Japanese defences, resulting in lower casualties and more accurate bombing. The results therefore vindicated not just the tactics of mast height attack but of mounting coordinated attacks from several directions. The Japanese estimated that at least 29 bombs had hit a ship during the battle. This was a big improvement over the Battle of Wau back in January, when Allied aircraft attacked a Japanese convoy consisting of five destroyers and five troop transports travelling from Rabaul to Lae, but managed to sink just one transport and beach another.
Imamura's chief of staff flew to Imperial General Headquarters to report on the disaster. It was decided that there would be no more attempts to land troops at Lae. The losses incurred in the Bismarck Sea caused grave concern for the security of Lae and Rabaul and resulted in a change of strategy. On 25 March a joint Army-Navy Central Agreement on South West Area Operations gave operations in New Guinea priority over those in the Solomon Islands campaign. The XVIII Army was allocated additional shipping, ordnance and anti-aircraft units, which were sent to Wewak or Hansa Bay. Of the defeat, Rabaul staff officer Masatake Okumiya said, "Our losses for this single battle were fantastic. Not during the entire savage fighting at Guadalcanal did we suffer a single comparable blow. We knew we could no longer run cargo ships or even fast destroyer transports to any front on the north coast of New Guinea, east of Wewak".
The planned movement of the 20th Division to Madang was revised in the light of events in the Bismarck Sea. The operation was postponed for two days, and the destination was altered from Madang to Hansa Bay further west. To reduce the Allied air threat, the Allied airfield at Wau was bombed on 9 March and that at Dobodura on 11 March. Three Allied aircraft were destroyed on the ground and one P-40 was lost in the air but Allied fighters claimed nine Japanese aircraft. The transports reached Hansa Bay unscathed on 12 March and the troops made their way down to Madang on foot or in barges. The 20th Division then became involved in an attempt to construct a road from Madang to Lae through the Ramu and Markham Valleys. It toiled on the road for the next few months but its efforts were ultimately frustrated by the New Guinea weather and the rugged terrain of the Finisterre Range.
Some submarines were made available for supply runs to Lae but they did not have the capacity to support the troops there by themselves. An operation was carried out on 29 March in which four destroyers delivered 800 troops to Finschhafen but the growing threat from Allied aircraft led to the development of routes along the coast of New Guinea from Madang to Finschhafen and along the north and south coasts of New Britain to Finschhafen, thence to Lae using Army landing craft. It was by this means that the remainder of the 51st Division finally made the trip to Lae in May. The necessity of delivering troops and supplies to the front in this manner caused immense difficulties for the Japanese in their attempts to halt further Allied advances. After the war, Japanese officers at Rabaul estimated that around 20,000 troops were lost in transit to New Guinea from Rabaul, a significant factor in Japan's ultimate defeat in the New Guinea campaign.
In April, Admiral Isoroku Yamamoto used the additional air resources allocated to Rabaul in Operation I-Go, an air offensive designed to redress the situation by destroying Allied ships and aircraft in New Guinea and the Solomon Islands. The operation was indecisive and Yamamoto became a casualty of Allied intelligence and air power in the Solomon Islands on 18 April 1943.
## Game theory
In 1954, O. G. Haywood Jr., wrote an article in the Journal of the Operations Research Society of America in which game theory was used to model the decision-making in the battle. Since then, the name of the battle has been applied to this particular type of two-person zero-sum game. |
1,362,418 | William Henry Bury | 1,166,029,530 | English murderer and "Jack the Ripper" suspect (1859–1889) | [
"1859 births",
"1889 deaths",
"1889 murders in the United Kingdom",
"19th-century British criminals",
"19th-century executions by Scotland",
"English people convicted of murder",
"Executed Jack the Ripper suspects",
"Executed people from Worcestershire",
"People associated with Dundee",
"People convicted of murder by Scotland",
"People educated at Old Swinford Hospital",
"People executed by Scotland by hanging",
"People executed for murder",
"People from Stourbridge",
"Uxoricides"
]
| William Henry Bury (25 May 1859 – 24 April 1889) was suspected of being the notorious serial killer "Jack the Ripper". He was hanged for the murder of his wife Ellen in 1889, and was the last person executed in Dundee, Scotland.
Bury was orphaned at an early age and was educated at a charitable school in the English Midlands. After a few years in regular employment, he fell into financial difficulty, was dismissed for theft, and became a street peddler. In 1887 he moved to London, where he married Ellen Elliot, who was probably a prostitute. During their stormy marriage, which lasted just over a year, they faced increasing financial hardship. In January 1889, they moved to Dundee. The following month, Bury strangled his wife with a rope, stabbed her dead body with a penknife, and hid the corpse in a box in their room. A few days later, he presented himself to the local police and was arrested for her murder. Tried and convicted, he was sentenced to death by hanging. Shortly before his execution, he confessed to the crime. Although Bury's guilt was not in doubt, Dundee had a history of opposition to the death penalty and The Dundee Courier printed an editorial the day after his execution decrying the "judicial butcheries" of capital punishment.
Bury killed his wife shortly after the height of the London Whitechapel murders, which were attributed to the unidentified serial killer "Jack the Ripper". Bury's previous abode near Whitechapel and similarities between the Ripper's crimes and Bury's led the press, as well as executioner James Berry, to suggest that Bury was the Ripper. Bury protested his innocence in the Ripper crimes, and the police discounted him as a suspect. Later authors have built on the earlier accusations, but the idea that Bury was the Ripper is not widely accepted.
## Childhood and youth
William Bury was born in Stourbridge, Worcestershire, the youngest of four children of Henry Bury and his wife Mary Jane (née Henley). He was orphaned in infancy. His father, who worked for a local fishmonger called Joscelyne, died in a horse and cart accident in Halesowen on 10 April 1860. While on an incline, he fell beneath the wheels of his fish cart and was killed when the horse bolted and pulled the cart over his prone body. William's mother may have been suffering from post-natal depression at the time of her husband's death and was committed to the Worcester County Pauper and Lunatic Asylum on 7 May 1860 suffering from melancholia. She remained there until her death aged 33 on 30 March 1864.
William's eldest sibling, Elizabeth Ann, died at the age of seven during an epileptic seizure on 7 September 1859, which may have contributed to Mary Jane's depression. The other two children, Joseph Henry and Mary Jane, both died before 1889. William was raised initially in Dudley by his maternal uncle, Edward Henley, and by 1871 he was enrolled at the Blue Coat charity school in Stourbridge.
At the age of sixteen, he found work as a factor's clerk in a warehouse at Horseley Fields, Wolverhampton, until the early 1880s when he left the warehouse after failing to repay a loan. He then worked for a lock manufacturer called Osborne in Lord Street, Wolverhampton, until he was dismissed for theft in either 1884 or 1885. For the next few years, his whereabouts are not known for certain, but he appears to have lived an unsettled life in the English Midlands and Yorkshire. In 1887, he was making a living as a hawker, selling small items such as pencils and key rings on the streets of Snow Hill, Birmingham.
## London
In October 1887, Bury arrived in Bow, London, and found work selling sawdust for James Martin, who appears to have run a brothel at 80 Quickett Street, Bow. Initially, Bury lived in the stable, but later moved into the house. There, he met Ellen Elliot, who was employed by Martin as a servant and probably a prostitute.
Ellen was born on 24 October 1856 in Walworth, London, at the Bricklayer's Arms public house run by her father, George Elliot. In adult life, she worked as a needlewoman and in a jute processing factory. In 1883, she had an illegitimate daughter, also called Ellen, who died in Poplar workhouse in December 1885. Within a year of the death of her daughter, she began working for Martin. In March 1888, Ellen and William left Martin's employ and moved to a furnished room at 3 Swaton Road, Bow, where they lived together until their marriage on Easter Monday, 2 April 1888, at Bromley Parish Church. Martin later said he had dismissed William because of unpaid debts.
Martin and the landlady at 3 Swaton Road, Elizabeth Haynes, described Bury as a violent drunk. On 7 April 1888, Haynes caught Bury kneeling on his bride of five days threatening to cut her throat with a knife. Haynes subsequently evicted them, and Ellen sold one of six £100 shares in a railway company that she had inherited from a maiden aunt, Margaret Barren, to pay William's debt to Martin. William was re-employed by Martin, and the couple moved to 11 Blackthorn Street, close to Swaton Road. According to Martin, William had developed a venereal disease. In June, Ellen sold the remaining shares, and in August they moved to 3 Spanby Road, adjacent to where William stabled his horse. With the money from the shares, the couple had a week's holiday in Wolverhampton with a drinking friend of William's and Ellen bought new jewellery. William continued to assault his wife throughout the latter half of 1888. By the first week of December, Ellen's windfall was nearly spent, and William sold his horse and cart. In January the following year, he told his landlord at 3 Spanby Road that he was thinking of emigrating to Brisbane, Australia, and asked him to make two wooden crates for the journey. Instead, William and Ellen moved to Dundee in Scotland. Ellen was not keen to go and only did so after William lied that he had obtained a position in a jute factory there.
## Dundee
The Burys travelled north as second-class passengers on the steamer Cambria. They arrived at Dundee on the evening of 20 January 1889, and the following morning they rented a room above a bar at 43 Union Street. The Burys stayed for only eight days before they moved on 29 January to a squat at 113 Prince's Street, a basement flat under a shop. William had obtained the key under false pretences by telling the letting agents that he was a viewer interested in renting the property. Meanwhile, Ellen found a job as a cleaner at a local mill, but she quit after a day. William continued to drink heavily, often with a decorator called David Walker, who was re-painting the public house frequented by William.
On Monday 4 February, William bought some rope at the local grocer's shop, and spent the rest of the day observing cases at the Sheriff Court from the public gallery. He was later reported to have listened attentively to the proceedings. On 7 February, he attended the court sessions again. On 10 February, he visited his acquaintance Walker, who lent him a newspaper that featured a woman's suicide by hanging. Walker asked Bury to look up any news of Jack the Ripper, at which Bury threw down the newspaper with a fright. That evening, he walked into the Dundee Central Police Station on Bell Street and reported his wife's suicide to Lieutenant James Parr. He said they had been drinking heavily the night before her death, and he had woken in the morning to find his wife's body on the floor with a rope around her neck. Bury had not summoned a doctor, but had instead cut the body and concealed it in one of the packing cases brought from London. Bury told Parr that his actions were now preying on his mind, and he was afraid that he would be arrested and accused of being Jack the Ripper.
Parr took Bury upstairs to see Lieutenant David Lamb, the head of the detective department. Parr told Lamb, "This man has a wonderful story to tell you." Bury retold his story to Lamb, but omitted the reference to Jack the Ripper, and added that he had stabbed his wife's body once. Bury was searched, and a small knife, bankbook and his house key were confiscated pending inquiries. Lamb and Detective Constable Peter Campbell proceeded to the Burys' dingy flat, where they discovered the mutilated remains of Ellen stuffed into the wooden box Bury had commissioned in London.
## Investigation
Lamb returned to the police station and charged William with Ellen's murder. Ellen's jewellery, found in William's pockets, was confiscated. A preliminary search of the premises revealed chalk graffiti on the rear door of the flat, which read "Jack Ripper [sic] is at the back of this door", and on the stairwell leading up from the rear of the property, which read "Jack Ripper is in this seller [sic]". The press and the police thought they had been written by a local boy before the tragedy, but the writer was never identified. A more extensive search the following morning found blood-stained clothing in the crate that had contained the body, and the remains of more clothing and some of Ellen's personal effects burned in the fireplace. The flat was bereft of furniture, indicating that it may have been burnt on the fire, either for heat or to destroy evidence. A large penknife was found with human flesh and blood upon it, and the rope that William had bought on the morning of 4 February was found with strands of Ellen's hair caught in the fibres.
Ellen's body was examined by five physicians: police surgeon Charles Templeman, his colleague Alexander Stalker, Edinburgh surgeon Henry Littlejohn and two local doctors, David Lennox and William Kinnear. They concluded that Ellen had been strangled from behind. Her right leg was broken in two places so it could be crammed into the crate. Incisions, made by the penknife, ran downwards along her abdomen and had been made "within at most ten minutes of the time of death" according to Templeman, Stalker and Littlejohn. Lennox disagreed and thought the wounds were made later on the basis that when he examined the body the wound was not everted, but Templeman and Stalker said the wound was everted when they examined the body. Littlejohn explained that as Lennox made his examination three days after the others, the shape of the wounds could have changed, to which Lennox agreed.
Chief Constable Dewar sent a telegraph detailing the circumstances of the crime to the London Metropolitan Police, which was investigating the crimes attributed to Jack the Ripper. Detectives from London did not consider Bury a realistic suspect in their investigation into the Ripper murders, but Inspector Frederick Abberline did interview witnesses in Whitechapel connected to Bury, including William's former employer James Martin and landlords Elizabeth Haynes and William Smith. According to the executioner James Berry and crime reporter Norman Hastings, Scotland Yard sent two detectives to interview Bury, but there is no surviving record of the visit in the police archive.
## Trial and execution
On 18 March 1889, Bury was arraigned for the murder of his wife; he entered a plea of not guilty. The trial was seen before Lord Young in the High Court of Justiciary on 28 March. Bury's defence team comprised solicitor David Tweedie and advocate William Hay; the prosecution was led by advocate depute Dugald or Dill McKechnie. The hearing lasted 13 hours. The prosecution witnesses included Ellen's sister Margaret Corney, William's former employer James Martin, the Burys' London landlady Elizabeth Haynes, William's drinking partner David Walker, Lieutenant Lamb and Drs Templeman and Littlejohn. After a break for supper, Hay presented the defence case, which was heavily dependent on Dr Lennox's testimony that Ellen had strangled herself. At 10:05 p.m., Lord Young finished his summation, and the jury of 15 men retired to consider their verdict. After 25 minutes, the jury returned with a verdict of guilty with a recommendation for mercy. Lord Young asked the jury why they recommended mercy, and one of them replied that the medical evidence was contradictory, referring to Lennox's testimony. Dundee had a history of opposition to the death penalty, and the jury may have been trying to avoid passing a death sentence. Young told the jury to retire and reconsider their verdict until they were decided by the evidence one way or another. At 10:40 p.m., they returned with a unanimous verdict of guilty. Lord Young passed the mandatory sentence for murder: death by hanging.
On 1 April, Bury's solicitor, David Tweedie, petitioned the Secretary of State for Scotland, Lord Lothian, for clemency. Tweedie argued that the sentence should be commuted to life imprisonment on the grounds of the conflicting medical evidence and the jury's initial reservations. Tweedie further argued that Bury could have inherited insanity from his mother, who had died in a lunatic asylum. A clergyman whom Bury had befriended, Edward John Gough, minister of St Paul's Episcopalian Church in Dundee, also wrote to Lothian asking for a reprieve. The Secretary of State refused to intervene in the normal course of the law, and Bury was hanged on 24 April by executioner James Berry. The following day, The Dundee Courier printed an editorial lambasting capital punishment:
> There are still to be found persons who profess that when one murder has taken place a second should follow. Yesterday's proceedings amounted to nothing less than cold-blooded murder ... [which] perpetuate judicial butcheries ... it is not pleasant to be assured that it is incumbent upon men to slay one or two of their fellow-creatures occasionally for the purpose of keeping humanity human.
It was the last execution held in Dundee.
A few days before the execution, Bury confessed to Reverend Gough that he had killed Ellen. At the urging of Gough, William wrote a confession on 22 April 1889, which he asked to be withheld until after he was dead. William claimed that he had strangled Ellen without premeditation on the night of 4 February 1889 during a drunken row over money, and that he had tried to dismember the body for disposal the next day but was too squeamish to continue. The latter part of this confession does not match the expert testimony of the physicians, who said that the incisions were made "within at most ten minutes of the time of death" rather than the next day. William stated he had stuffed Ellen's body into the crate as part of a later plan for disposal, but instead concocted the suicide story when he realised that Ellen's absence would be noted.
## Jack the Ripper suspect
Traditionally, five murders (known as the "canonical five") are attributed to the notorious serial killer "Jack the Ripper", who terrorised Whitechapel in the East End of London between August and November 1888. Authorities are not agreed on the exact number of the Ripper's victims, and at least eleven Whitechapel murders between April 1888 and February 1891 were included in the same extensive police investigation. All the crimes remain unsolved.
Claims that Bury could have been the Ripper began to appear in newspapers shortly after Bury's arrest. Like Bury, the Ripper had inflicted abdominal wounds on his victims immediately after their deaths, and Bury lived in Bow, near Whitechapel, from October 1887 to January 1889, which placed him fairly near the Whitechapel murders at the appropriate time. The Dundee Advertiser of 12 February claimed that the Burys' "neighbours were startled and alarmed at the idea that one whom in their terror they associated with the Whitechapel tragedies had been living in their midst." The New York Times of the same day connected Bury directly to the atrocities and reported the theory that William had murdered Ellen to prevent her from revealing his guilt, a story picked up and repeated by The Dundee Courier the following day. The Courier alleged that Bury admitted to Lieutenant Parr that he was Jack the Ripper, but Parr's version of the story says only that Bury said he was afraid he would be arrested as Jack the Ripper. Bury denied any connection, despite making a full confession to his wife's murder. Nevertheless, the executioner James Berry promoted the idea that Bury was the Ripper. Berry did not include Bury or the Ripper in his memoirs, My Experiences as an Executioner, but Ernest A. Parr, a journalist in the Suffolk town of Newmarket, wrote to the Secretary of State for Scotland on 28 March 1908 that Berry "told me explicitly that Bury was known to have been Jack the Ripper".
In the 1920s, Norman Hastings built on Berry's hypothesis proposing Bury as the Ripper, and 100 years after the Ripper murders William Beadle and Dundee librarian Euan Macpherson published books and articles popularising Bury as a Ripper suspect. They highlighted that the canonical five Whitechapel murders ended in November 1888, which roughly coincided with Bury's departure from Whitechapel. There was graffiti at Bury's Dundee flat that implied that Jack the Ripper lived there, and Macpherson supposed this was written by Bury as a form of confession. William took Ellen's rings, and the Ripper is believed to have taken rings from victim Annie Chapman. Bury was persistently violent to his wife, threatened her with a knife, and cut open her abdomen after death in a manner not dissimilar to the Whitechapel murderer. In a conversation with her neighbours, Marjory Smith, who ran the shop above the Burys' Prince's Street flat in Dundee, asked them "What sort of work was this you Whitechapel folk have been about, letting Jack the Ripper kill so many people?" Bury did not answer her, but Ellen replied "Jack the Ripper is quiet now." She reportedly told another neighbour, "Jack the Ripper is taking a rest." Beadle and Macpherson argued that Ellen's comments might indicate that she had knowledge of the Ripper's whereabouts.
Others contend that Bury only imitated the Ripper, citing differences between their crimes. Ellen Bury was strangled with a rope and sustained comparatively few knife wounds compared to the Ripper's victims, whose throats were cut prior to sustaining deep abdominal slashes. Ellen Bury's throat was not cut, and only relatively shallow cuts were made to her abdomen. The identity of the Whitechapel murderer is unknown, and over one hundred suspects, in addition to Bury, have been proposed. While some Ripper writers consider Bury a more likely culprit than many of the other suspects, other writers dismiss the theory because, "as happens all too frequently in this field, the theorizing appears to have a few disturbing leaps of logic as well as mere anecdotes used as evidence." |
49,636,002 | Paper Mario: Color Splash | 1,172,288,723 | 2016 video game | [
"2016 video games",
"Action-adventure games",
"Paper Mario",
"Single-player video games",
"Video games developed in Japan",
"Video games produced by Kensuke Tanabe",
"Video games set on fictional islands",
"Wii U eShop games",
"Wii U-only games"
]
| Paper Mario: Color Splash is a 2016 action-adventure role-playing video game developed by Intelligent Systems and published by Nintendo for the Wii U console. It is the fifth installment in the Paper Mario series, within the larger Mario franchise. The story follows Mario and his new ally Huey on a quest to save Prism Island and rescue Princess Peach from Bowser.
Color Splash contains elements of the action-adventure and role-playing (RPG) genres. Players control Mario as he traverses levels made to look like craft materials, reaching endpoints and retrieving each Big Paint Star through linear gameplay. Mario is equipped with a paint hammer, which is used to solve coloring-themed puzzles and collect awards in levels. In turn-based combat phases, Mario uses a selection of cards that endow him with attacks and other abilities.
Nintendo's vision for the Paper Mario series following Paper Mario: Sticker Star was to differentiate it from their other RPG Mario series, Mario & Luigi. The development team focused on puzzle-solving and comedic elements, and to make each game different from one another, emphasized an overarching gimmick. The paint theme was conceived by Atsushi Isano, the director for Intelligent Systems, and developed to take advantage of the Wii U GamePad. A card-based battle system was implemented to use the GamePad touchscreen to sort, paint, and flick cards. The artists focused on making the paper textures as realistic as possible.
Color Splash was announced via a Nintendo Direct in March 2016 and released worldwide in October 2016. Upon its announcement, it drew controversy for continuing an action-adventure and gimmick-oriented format introduced in Sticker Star. On release, however, it received praise for its graphics, soundtrack, and improved dialogue. Conversely, the combat system and its lack of RPG elements were criticized, much like its predecessor, although some critics cited improvements to its structure. The game was followed with Paper Mario: The Origami King for the Nintendo Switch in 2020.
## Gameplay
Paper Mario: Color Splash has elements of both action-adventure and role-playing genres. This follows the template established by the previous entry in the series, Paper Mario: Sticker Star. The player controls a two-dimensional version of Mario using the Wii U GamePad, and follows Mario as he explores a paper-craft world designed to look like craft materials. The main objective is to retrieve the missing six Big Paint Stars stolen by Bowser, all of which occupy a different portion of the world. Players traverse through a world map containing stages; the goal of each is to reach the Mini Paint Star at the end. Upon reaching a Mini Paint Star for the first time, the player unlocks access to new stages. Some stages contain multiple Mini Paint Stars.
In these stages, Mario can collect items and coins, talk to non-player characters (NPC), and complete puzzles and platforming challenges. He can consult Huey, Mario's ally, for assistance. Mario is equipped with a paint hammer, which can fill in colorless spots found throughout the world. Upon filling in the spots, Mario is awarded items such as coins. The hammer uses Mario's supply of paint, which comes in red, blue, and yellow varieties, which can be obtained by striking objects with the hammer. The type of area the player is filling in determines the color and amount of paint used. If the player collects "hammer scraps", they can increase the maximum amount of paint they can carry. Another ability, called the "cutout", allows Mario to reach otherwise inaccessible areas in stages. To use the ability, the player traces a dotted line on the GamePad's touchscreen, causing part of the environment to peel off, exposing secrets and new areas.
While exploring, the player will trigger a battle sequence when they encounter an enemy. Depending on how the player collided with the enemy, they will either deal or take damage immediately. The combat system in Color Splash is a turn-based battle system; the player's possible attacks are represented by cards the player can either collect from stages and defeated enemies, or purchase from shops with the in-game currency of coins. Cards can be used to attack enemies; they can also be painted to increase their strength. They range from basic jump and hammer attacks to "Thing" cards that resemble real-world objects, such as a fire extinguisher. The type of card determines the amount and color of paint to use, as well as how Mario attacks the enemy. The cards can also be used for defensive purposes, such as preventing some damage or healing Mario. Players choose, paint and sort cards with the GamePad's touchscreen. Enemy attacks will damage Mario, and the game is over once Mario loses all of his health. If the player defeats all the enemies in the encounter, the player returns to the stage and is rewarded with a random assortment of coins, cards, paint, and hammer scraps.
## Plot
Mario and Princess Peach receive a letter from Prism Island, which they discover is a Toad that was drained of its color and folded into a letter shape. They sail to Prism Island to investigate, where the three travelers find the island's town deserted, noticing colorless spots and objects. The fountain in the center of the island is dry, missing its famed Big Paint Stars. A vault appears in the fountain, containing a paint can. After Mario tries to open it, the can is revealed to be Huey, Prisma Fountain's guardian. Huey explains the fountain is usually powered by six Big Paint Stars, which supply the island with infinite paint and color. Mario agrees to help Huey recover the Big Paint Stars. While Mario further scouts the island, Peach is kidnapped by Bowser.
Mario traverses six areas to retrieve the Big Paint Stars while helping the local Toads. Mario also fights various enemies, including the Koopalings who serve as bosses. As Mario collects the Big Paint Stars, each one incrementally tells the duo about their memories of an attack on Port Prisma. Once Mario recovers all six Big Paint Stars, they learn that Bowser attempted to dye his shell a rainbow color using the Prisma Fountain but inadvertently created black paint, a toxic substance that possessed him and transformed him into "Black Bowser". He proceeded to steal the Big Paint Stars and drain the color from Prism Island. The duo also discovers that Bowser was the one who sent them the color-drained Toad in order to coax them to come to Prism Island.
With the Big Paint Stars, and later joined by Luigi, the group reaches Black Bowser's Castle. Upon entering, they find that Bowser is mass-producing weaponized black paint in a factory, aiming to paint the world black. Mario and Huey then halt the factory's operations. The duo defeat Black Bowser, rescue Peach, and destroy the factory; that destruction causes the castle to fall apart in the process. Peach, Mario, and Luigi escape, but Huey stays to stop the black paint and absorbs the castle. Huey flies into space, taking the black paint far away from Prism Island, and then sacrificing himself in the process. In a post-credits scene, if the player has fulfilled certain requirements, Huey falls back into Prisma Fountain.
## Development
Paper Mario: Color Splash was developed by Nintendo and Intelligent Systems. Due to the poor reception of the previous game, Paper Mario: Sticker Star, Nintendo kept its negative feedback in mind during the development process. The focus of the Paper Mario series shifted toward the action-adventure genre with the introduction of Sticker Star, and Nintendo conceived the notion that the Mario & Luigi series would replace Paper Mario as the Mario franchise's RPG series. This was confirmed by co-producer Risa Tabata at E3 2016, in an interview with Kotaku's Stephen Totilio. She also noted how the Paper Mario series will focus more on "puzzle-solving [and] humor" over its gameplay elements. In addition to the genre shift, some gameplay elements were altered to address criticisms of the previous games. For example, the storyline added additional layers to improve its complexity by focusing on the relationship between Mario and his allies; the card system also had more depth via a larger inventory and a new hint system, due to critics expressing frustration with its extreme limitations in Sticker Star.
### Design and characters
Producer Kensuke Tanabe explained that the idea of repainting the world originally came from director of production Atsushi Ikuno in 2012. Ikuno was inspired by watching his children having fun while painting, a new hobby they picked up. Ikuno told Tanabe about the story, and Tanabe pitched the idea to Intelligent Systems, the developers behind the Paper Mario series. According to Tanabe, a lot of trial and error was required before coloring with a hammer felt comfortable. Tabata explained that because the Wii U hardware was more powerful than previous Nintendo consoles such as the Nintendo 3DS, the artists were able to make realistic in-game paper. A paper-like art style was achieved by using different textures of paper for different environments; the staff purchased and reviewed different types of paper to determine which style expressed papercraft the most. Thing cards were created to create a visual distinction from the paper-like graphics, to be used for comedic effect.
The combat system was developed to take advantage of the unique controls on the Wii U touchscreen. With a larger touchscreen, it allowed the developers to implement the card-based battle system so it could be controlled directly from the screen; this was not possible in Sticker Star, as the 3DS's touchscreen was too small. A system where the player could sort through cards on the gamepad and fling them onto the screen using the touchscreen was also implemented; the development team found the use of player interaction to be entertaining. Tabata also explained that the amount of cards the player can hold were limited to make players think strategically. Multiplayer and Miiverse functionality were ultimately never considered. The game did not use a typical RPG system but instead focused on puzzle-solving, with most of the character upgrades focused on increased paint capacity. Overall, combat was designed to be an additional hindrance rather than one the game's main focal point, according to Tanabe.
Shigeru Miyamoto, the lead designer of the Mario franchise, insisted that only characters previously instated in the franchise should be used for the game, and no new ones would be used. Former Nintendo CEO Satoru Iwata suggested that the philosophy of development was to limit options to help bring out more creativity. This led the team to create various Toads with multiple color schemes to represent their different personalities. When creating characters, major emphasis went toward Toads and other familiar characters in the franchise, yet still keeping variety and interest. According to Tabata, the character itself does not matter as long as their personality is adequately expressed through character dialog. Taro Kudo was the lead writer; Tabata expressed pride in Kudo's work, stating how he was good at coming up with jokes and story design. Tabata also noted that during playtesting "there really were people who cried at the end". Instead of translating the game from Japanese to English for release, most of the one-off jokes were re-written so they would make more sense and appeal to English markets.
## Release
Paper Mario: Color Splash was announced as a 2016 release during a Nintendo Direct presentation on March 3, 2016. Upon its reveal, Color Splash received negative reception from fans of the series, who criticized the game for its aesthetic similarities to Sticker Star and the decision to continue the action-adventure formula that Sticker Star introduced. Soon after the announcement of Color Splash, a petition on Change.org was created calling for the game's cancellation along with the Nintendo 3DS game Metroid Prime: Federation Force. Nick Pino of TechRadar called the petition "a frightening example of how quickly, and harshly, we judge games we know next to nothing about." Kate Gray, also from TechRadar, noticed the game seemed focused on collectibles rather than plot. Stephen Totilo of Kotaku believed the Paper Mario series was "in the midst of an identity crisis" and that it faced redundancy because it was one of two Mario role-playing series, the other being Mario & Luigi. When questioned about Color Splash's genre at E3 2016, Tabata reaffirmed that it was an action-adventure game and that Mario & Luigi will continue to fill the niche of Mario role-playing games.
The game was released worldwide on October 7, 2016, and was available for pre-purchase on the Nintendo eShop on September 22, 2016. However, it was quickly discovered Nintendo of America had accidentally made the full game available two weeks before its intended launch date. Nintendo later pulled the pre-load option from the North American eShop, but people who downloaded the game were able to keep their copies. Color Splash sold 20,894 copies in its first week of release in Japan, and 37,093 copies the following month. By the end of 2017, Japanese sales totalled to 86,000.
## Reception
### Reviews
Paper Mario: Color Splash received "generally favorable reviews" according to review aggregator website Metacritic, scoring a 76/100 on the site. The game was nominated for "Favorite Video Game" in the 2017 Kids' Choice Awards, but lost to Just Dance 2017.
Many critics appreciated the game's written dialogue and comedic moments. Game Informer's Ben Reeves commented that the game was full of "belly-laugh moments" that paired well with its obscure plot points. He felt the combination of these made certain moments in the game unforgettable. Nintendo Life's Conor McMahon considered the writing to be a major increase in quality in comparison to Sticker Star, saying that the "scenes and interactions brim with humour, charm and imagination, making it an absolute joy to discover new people and places as you progress." GamesRadar+ reviewer Alex Jones considered the writing one of Color Splash's redeeming qualities. Terry Schwartz of IGN called Huey "endearing" and became emotionally attached to the character as the game progressed. However, they felt the story was generic in comparison to previous Paper Mario games, and was reminiscent of a Super Mario plot instead of being a memorable narrative. The characters, specifically the use of Toads, had mixed reception; although Miguel Concepcion of GameSpot applauded the comedic dialogue given by the Toads and their varied personalities, Conversely, Dan Ryckert of Giant Bomb disliked how every character was a Toad, and their individual traits failed to keep them individually unique.
The game's graphics and papercraft worldbuilding received similar positive opinions. Miguel Concepcion noted how the transition to HD graphics made the paper-like visuals even more appealing than Sticker Star and praised the unique ways paper was used for worldbuilding elements, such as toilet paper and wrapping paper, and the interesting puzzle opportunities via overworld manipulation. Jones called the visuals of Color Splash "the purest distillation of the original Paper Mario style yet". They likened them to the Wii U games Yoshi's Woolly World and Kirby and the Rainbow Curse.
The use of the hammer and paint received generally positive comments. Ryckert enjoyed the use of the paint mechanic and had the urge to paint everything in each world to full completion, and although Concepcion found early levels of the game slow to progress due to the very limited amount of paint that the hammer could hold, the problem became redundant as paint storage increased. The Cutout ability, in comparison, was poorly received. Concepcion and Jones found the ability to be an unnecessary addition for only being used in out-of-the-way and tedious instances. Although Jason Hidalgo, writing for the Reno Gazette-Journal, found the new gameplay features to be a well-functioning and purposeful addition, they felt they would come off as too difficult to use for younger audiences.
In-game combat was heavily criticized, for reasons including its necessity and pacing among others. Reeves felt that the game fixed the limited feeling of available cards in comparison to the sticker gimmick that Sticker Star introduced, and how combat was simplistic yet strategic. and Jones saw a risk-reward concept in the format alongside tactical puzzle-solving. However, the latter found combat to be repetitive, and having to sort and select cards for every enemy encounter became incommodious and avoided battling enemies when possible. McMahon and VentureBeat's Dennis Scimecaen considered the battle difficulty to be too low and tedious to hold interest Caty McCarthy of Polygon saw little reason to continue participating in combat after the first five hours of gameplay for similar reasons. Ryckert commented that "just about everything in Color Splash is instantly likable", but felt that the combat phases dragged down the experience. In a negative review, rating a 2/5, Ryckert considered the use of the Wii U gamepad clumsy, and overall an unnecessary gimmick. In addition, they found combat to be completely unnecessary altogether due to its circular nature. They noted how the player purchases cards with coins that can be used in battle, and combat rewards the player with more coins; "with that system in place, why would anyone ever want to encounter an enemy in the field?" Commenting on Thing cards, Jones and Scimecaen enjoyed how they brought a unique way of defeating enemies, although backtracking to find them became increasingly frustrating.
### Retrospective
Much like Sticker Star reception, reviewers compared Color Splash negatively to the first games in the series, Paper Mario (2000) and The Thousand-Year Door (2004), due to the loss of RPG elements. Reeves decided that although the game is "almost unrecognizable as an RPG", it was still entertaining in its own right and should appeal well to old fans of the series. He, alongside McCarthy, also believed that some lost RPG mechanics, such as character growth via managing character levels and statistics in-battle, made completing battles feel less rewarding, and felt the urge to avoid battles entirely when possible. Schwartz believed that the game was an overwhelming improvement from Sticker Star, but its favoritism toward gimmicks still caused it to fall short of the old RPG-oriented Paper Mario games. USgamer analyzed Nintendo's decision of the genre change, and declared that "it's probably more a case of Nintendo just being Nintendo" who attempted to surprise the player audience instead of making similar games over and over. They still reminisced on old characters from the series in comparison to Huey, however, and called the new take on combat "more of a chore for players rather than a pleasure".
## See also
- Mario & Luigi: Paper Jam
- List of Mario role-playing games |
2,204,792 | Thief II | 1,139,463,210 | 2000 video game | [
"2000 video games",
"Action-adventure games",
"Dark fantasy video games",
"Eidos Interactive games",
"Immersive sims",
"Looking Glass Studios games",
"Single-player video games",
"Stealth video games",
"Steampunk video games",
"Thief (series)",
"Video game sequels",
"Video games about crime",
"Video games developed in the United States",
"Video games scored by Eric Brosius",
"Windows games",
"Windows-only games"
]
| Thief II: The Metal Age is a 2000 stealth video game developed by Looking Glass Studios and published by Eidos Interactive. Like its predecessor Thief: The Dark Project, the game follows Garrett, a master thief who works in and around a steampunk metropolis called the City. The player assumes the role of Garrett as he unravels a conspiracy related to a new religious sect. Garrett takes on missions such as burglaries and frameups, while trying to avoid detection by guards and automated security.
Thief II was designed to build on the foundation of its predecessor. In response to feedback from players of Thief, the team placed a heavy focus on urban stealth in the sequel, and they minimized the use of monsters and maze-like levels. The game was made with the third iteration of the Dark Engine, which had been used previously to develop Thief and System Shock 2. Thief II was announced at the 1999 Electronic Entertainment Expo, as part of an extended contract between Looking Glass and Eidos to release games in the Thief series. Looking Glass neared bankruptcy as the game was developed, and the company was kept running by advances from Eidos.
Thief II received positive reviews from critics, and its initial sales were stronger than those of its predecessor. However, the game's royalties were processed slowly, which compounded Looking Glass's financial troubles. As a result, the company closed in May 2000, with plans for Thief III cancelled. The third game in the series, entitled Thief: Deadly Shadows, was developed by Ion Storm and published by Eidos in 2004. Thief 2X: Shadows of the Metal Age, a widely praised expansion mod for Thief II, was released in 2005. In 2014, Square Enix published a reboot of the series, developed by Eidos Montréal.
## Gameplay
Thief II is a stealth game that takes place from a first-person perspective in a three-dimensional (3D) graphical environment. The player seeks to complete mission objectives and to evade the notice of opponents such as guards. The player must minimize the visibility and audibility of the player character, Garrett, to escape detection. Players try to avoid lit areas and loud flooring in favor of shadows and quiet flooring. A light monitor on the heads-up display (HUD) indicates the player character's visibility. While it is possible for the player character to engage in direct combat, he is easily defeated.
The game's 15 missions take place in large levels that can be confronted in multiple ways. Guards may be knocked out with a blackjack or killed with a bow or sword, and their fallen bodies may be picked up and hidden. In addition to human enemies, the game features security automatons and surveillance cameras. While completing objectives such as frameups and blackmail, the player steals valuables that may be used to purchase thieving gear between missions. The player's main tools are specialized arrows, including water arrows to douse lights, moss arrows to dampen the player character's footsteps and rope arrows to reach higher ground.
Thief II is designed to be played methodically, and the player plans ahead by scouting, reading the game's map and observing patrol patterns. The player character has a zooming mechanical eye, which connects to throwable "Scouting Orb" cameras. One Scouting Orb may be deployed at a time; when it lands, the player views the game world from its perspective until normal play is resumed. The player can listen for noises, such as footsteps and humming, to determine the locations of enemies. On the highest of the game's three difficulty levels, killing humans results in a game over, and in certain missions the player must not knock out any guards.
## Plot
### Setting and characters
Like its predecessor Thief: The Dark Project, Thief II is set in a steampunk metropolis called the City, whose appearance resembles that of both medieval and Victorian era cities. Magic and steam technology exist side by side, and three factions—the manipulative and enigmatic Keepers, the technology-focused Hammerites and the "pagan" worshippers of the Pan-like Trickster god—are in operation. Thief II takes place one year after the first game. In the aftermath of the Trickster's defeat and the failure of his plan to revert the world to a wild, primitive state, a schism in the Hammerite religion spawns the "Mechanist" sect, which fanatically values technological progress. The new inventions of the Mechanists are used by a resurgent police force to crack down on crime. The pagans are in disarray, and have been driven into the wilderness beyond the City. From there, they engage in guerrilla warfare against the Mechanists. The Keeper faction is dormant as the game begins.
The game continues the story of Garrett (voiced by Stephen Russell), the cynical master thief who defeated the Trickster. Pursuing Garrett is the new sheriff, Gorman Truart (voiced by Sam Babbitt), who has imposed a zero tolerance policy on crime. Viktoria (voiced by Terri Brosius), the former ally of the Trickster, eventually joins with Garrett to combat the Mechanists. The game's primary antagonist is the founder of the Mechanists, Father Karras (also voiced by Russell), a mentally unstable inventor who despises the natural world.
### Story
The game begins as Garrett continues his life as a thief. However, he is betrayed by his fence and ambushed after an early mission, and he determines that Truart, the local sheriff, is hunting him. Keepers take Garrett to hear a prophecy about the "Metal Age", which he ignores. As Garrett leaves, Artemus, the Keeper who brought him into the order, informs him that Truart had been hired to kill him, and he gives Garrett a letter that directs him to eavesdrop on a Mechanist meeting. There, Garrett overhears Truart and Father Karras discussing the conversion of street people into mindless "Servants", who wear masks that emit a red vapor capable of reducing themselves and any nearby organic material to rust. Truart promises to provide Karras with twenty victims for the Servant project, not realizing that Karras is recording his words for use in blackmail. Garrett steals the recording from a safe deposit box, in order to coerce Truart into revealing his employer.
However, Garrett finds Truart murdered at his estate. Evidence at the crime scene leads him to spy on the police officer Lt. Mosley. Garrett sees Mosley deliver a suspicious letter, which is carried through a portal by a wounded pagan. Garrett enters the portal and finds himself outside the City, and he follows the pagan's trail of blood to Viktoria, who persuades Garrett to join her against the Mechanists. On a lead from Viktoria, he infiltrates Karras' office to learn about the "Cetus Project", and inadvertently discovers that Karras is giving Servants to the City's nobles. Garrett travels to a Mechanist base to find out more about the Cetus Project, which is revealed to be a submarine. In order to locate and kidnap a high-ranking Mechanist named Brother Cavador, Garrett stows away in the vehicle.
After delivering Cavador to Viktoria, Garrett steals a Servant mask to learn about a Mechanist technology called a "Cultivator". Meanwhile, Karras hides inside the Mechanist cathedral in preparation for his plan. Garrett and Viktoria learn that it is the Cultivators inside Servant masks which emit red vapor, or "rust gas". Karras had provided Servants to nobles with gardens in order to set off an apocalyptic chain reaction. Viktoria plans to lure the Servants into the hermetically sealed Mechanist cathedral before Karras activates their masks, but Garrett believes this to be too dangerous and leaves. Viktoria goes to the cathedral alone and dies while filling it with plants, and Garrett completes her plan, killing Karras in the rust gas. Afterward, Garrett is approached by Artemus, who explains that Karras' scheme and Viktoria's death had been prophesied. Garrett demands to know the rest of the Keepers' prophecies as the game ends.
## Development
### Early production
Looking Glass Studios began designing Thief II in January 1999. The team's goal was to build on the foundation of Thief: The Dark Project, a game that Thief II project director Steve Pearsall later said was an experiment. He explained that the team had played it safe by including certain "exploration ... or adventure oriented" missions with "jumping and climbing puzzles" in Thief, and that the new game was significantly more focused on stealth. Combat was given less prominence than in the original. Based on feedback from players and reviewers of Thief, the team decided to scale back the use of maze-like levels and monsters such as zombies in favor of urban environments and human enemies. Pearsall stated that Thief's monsters were negatively received because, unlike the game's human enemies, they did not clearly indicate when they noticed the player. The team sought to remedy this problem by improving the audio cues given by non-human enemies in the sequel.
Production of Thief II commenced in February. Looking Glass chose to compose the game's team of "half the original designers and half new blood", according to executive producer James Poole. The company tried to select people who meshed well both personally and creatively, in an attempt to guarantee a smooth development cycle. Adrenaline Vault editor-in-chief Emil Pagliarulo was hired as a junior designer, in part because of his positive review of Thief. Rich "zdim" Carlson and Iikka Keränen joined from Ion Storm's Daikatana team, and Looking Glass contractor Terri Brosius was hired as a full-time designer. One-third of the team was female, which Pearsall believed contributed to a strong group dynamic. As was typical at Looking Glass, the Thief II team worked in a wall-less space called a "pit", which allowed them to converse easily. Describing the work environment at the time, writer Laura Baldwin noted that "conversations dash madly about the room, [and] when someone is demonstrating something interesting everyone gravitates over to look."
During the first months of development, the team regularly gathered to watch films pertinent to Garrett's character and to the game's visual design, such as The Third Man, The Castle of Cagliostro, M and Metropolis. Pearsall said that the latter two films were Thief II's "biggest aesthetic influences", while the main inspiration for its plot was Umberto Eco's novel The Name of the Rose. The team also drew influence from Fritz Leiber's Fafhrd and the Gray Mouser. The game's story was written in the three-act structure: Garrett was intended to transition from his "cynical self" in the first act to a private investigator in the second, and to a character similar to James Bond in the third. The City's technology and architecture were influenced by the appearance of Victorian London, and certain areas were given an Art Deco theme to provide "sort of a 'Batman' feel", in reference to the 1989 film. Lead artist Mark Lizotte captured over two-thousand photographs during his vacation in Europe, and these were the basis for many of the game's textures.
Thief II was built with the third iteration of the Dark Engine, which had been used previously for Thief and System Shock 2. According to Pearsall, the Dark Engine had become "a very well understood development environment", which made for an easier production process. Engine updates created for System Shock 2, such as support for 16-bit color, were carried over to Thief II. The average character model in Thief II was given close to double the polygons of the average model in Thief, with much of the added detail focused on characters' heads. This was an attempt to give the characters a "more organic" look. Certain artificial intelligence (AI) routines written into the Dark Engine, which allowed enemies to notice changes in the environment such as open doors, had not been used in Thief or in System Shock 2 but were implemented in Thief II. Weather effects such as fog and rain were added, and technology from Flight Unlimited III was used to generate the sky and clouds.
### Announcement and continued development
Thief II was announced during the Electronic Entertainment Expo on May 13, 1999, as part of a contract between Looking Glass and Eidos Interactive to release four new games in the Thief series, beginning with Thief Gold. The deal had been signed on May 7, roughly three months after Thief II entered production. A tech demo of the game, which Bruce Geryk of Games Domain described as "about three rooms with some Mages", was displayed on the show floor. The demo was used to showcase the updated Dark Engine, which featured support for colored lighting, higher polygon models and larger environments. The team revealed their intention to include more levels with human enemies, and announced a projected release date of spring 2000. Plans to include a cooperative multiplayer mode were also detailed at the show. IGN's Jason Bates noted that the Thief II display attracted "a bit of a buzz and a small crowd of dedicated onlookers".
By July, the team had begun initial construction of the game's levels. Thief II's increased focus on stealth necessitated new level design concepts: the most stealth-based missions in Thief had centered on urban burglary, but Pearsall explained that this "would get tired pretty fast" if repeated in every level. The team diversified Thief II by designing missions with such objectives as kidnapping, blackmail and eavesdropping. The first two levels were designed to seamlessly introduce new players to the core game mechanics, without a tutorial mission that might lose the interest of experienced players. When creating a mission, the team would often begin by deciding on the player's objective, after which they would produce a rough level design. The mission would then undergo a peer review to determine if it should be added to the game. Each of the game's levels was a team effort rather than the work of a single designer. Designer Randy Smith explained that, while Thief's levels had been designed to fit a pre-existing story, the Thief II team "tried to think of really good missions first" and then adjusted the plot to suit them. He noted that it was highly difficult to harmonize the two.
The game's sound team was composed of Kemal Amarasingham, Damin Djawadi and audio director Eric Brosius. According to Brosius, each member of the audio department did "everything", without clear demarcations between roles. Like Thief, Thief II features a sound engine that simulates propagation in real-time. To achieve this effect, each level's geometry was input both to the level editor and to a "separate [sound] database", which mapped how sound would realistically propagate based on "the physical room characteristics [... and] how all the different rooms and areas are connected together". For example, noise travels freely through an open door but is blocked when the door is closed. The team used the new "occlusion" feature in EAX 2.0 to make Thief II's sound environment more realistic and to allow the player to listen through doors. The game features more sound effects, music and speech than the original Thief. Thief II's score, as with that of its predecessor, was designed to "blur ambient [sound] and music" together. However, Brosius later stated that, while Thief's soundtrack is composed of "simple and hypnotic" loops only a few seconds in length, Thief II features longer and "more thoughtfully" constructed pieces. He believed that this method had positive aspects, but that it resulted in a less immersive audio environment.
Artist Dan Thron returned to create the game's cutscenes, with assistance from Jennifer Hrabota-Lesser. Thron later called Hrabota-Lesser "one of the greatest artists I've ever seen". The cutscenes, which Computer Games Magazine called "unique", feature multiple layers of artwork and footage of live actors filmed against a green screen. These components were combined and animated in Adobe After Effects. The technique had been developed for the original Thief, as an evolution of designer Ken Levine's suggestion to use motion comic cutscenes. David Lynch's films Eraserhead and The Elephant Man were important influences on their style.
### Final months
By October 1999, the team had cut the game's multiplayer feature. Pearsall explained that Looking Glass did not "have the resources to do a new kind of multiplayer and ship a finely tuned single-player game". Plans were announced in January 2000 to release a multiplayer-only Thief game shortly after the completion of Thief II. As Thief II's development continued, Looking Glass experienced extreme financial troubles. The company's Marc LeBlanc later said that "Eidos was writing a check every week to cover our burn rate" during the last months of the project. The game's final cost was roughly \$2.5 million. According to company head Paul Neurath, Eidos informed Looking Glass that "it was not an option" for Thief II to miss its release date, and that there would be "dire consequences if [we] missed by even a day". An anonymous Looking Glass staffer later told Salon.com that Eidos "told us basically to ship [Thief II] by their fiscal quarter or die".
By January, Pearsall confirmed that the game had reached beta, and that most of the team's energy was being spent "tuning, polishing, and fixing bugs". He noted in early February that Thief II had been produced almost entirely on schedule. The company slipped behind near the end of the project and entered crunch time to make up the loss. On February 24, Thief II producer Michael McHale announced that the game had reached "feature freeze", and that the team was in "super crunch mode". Numerous game testers from Eidos joined the project. However, McHale said that the team was energized and that "spirits [were] high". Certain employees slept in the office and avoided bathing so that the game could reach its March deadline. LeBlanc later stated his belief that the game was rushed, and that its quality suffered as a result. Nevertheless, the team met their goal, and the game was released on March 23, 2000. Eidos expedited the company's payment for completing the game.
## Reception
Thief 2 debuted high on the bestsellers list for computer games, and its initial sales were better than those of its commercially successful predecessor. By November 2000, its global sales had surpassed 220,000 copies; PC Zone described these figures as "commercial acclaim." The United States alone accounted for 67,084 sales by the end of 2000, which drew in revenues of \$2.37 million. The game later received a "Silver" sales award by the Entertainment and Leisure Software Publishers Association (ELSPA), indicating sales of at least 100,000 copies in the United Kingdom. Thief II also received positive reviews from critics, with an aggregate score of 87/100 on Metacritic.
Computer Gaming World's Thomas L. McDonald wrote that "everything in Thief II is bigger, sharper, better, and more effective" than in its predecessor. He enjoyed its story and called its levels "vast and intricate", with "astonishingly complex and often beautiful" architecture; but he found the game's graphics to be somewhat lackluster. McDonald summarized Thief II as a unique "gamer's game". Jim Preston of PC Gamer US considered the game to be "more focused and polished than the original", and he praised the removal of "zombie battles". While he faulted its graphics, he summarized it as "one hell of a good game".
Jasen Torres of GameFan wrote, "If you liked Thief, you'll love Thief 2: The Metal Age; it's more of the stuff that made Thief great, with less of the annoying stuff". He applauded the removal of "zombie killer" missions and believed the game's sound to be "superior to any other game". He considered its story to be "good" but "nothing great" and its graphics to be "decent"; but he commented that the game was "really all about the gameplay", which he praised as "quite compelling and fun". Benjamin E. Sones of Computer Games Magazine considered the game's story to be "quite good", but he faulted Looking Glass for failing to detail the events of the first game for new players. He wrote that Thief II's graphics were passable but that its sound design was "phenomenal". Sones praised its missions as "very well crafted", and noted that they gave the impression of being in "a living, breathing world." He summarized, "It may not be perfect, but Thief 2 has got it where it counts".
Charles Harold of The New York Times called the game a "refreshing alternative to games that glorify violence". He found its story to be "slight", but he lauded its world as "amazingly alive" and its AI as a "remarkable impersonation of real intelligence". Writing for GamePro, Barry Brenesal commented that Thief II "provides a solid gaming experience" but "doesn't startle like its predecessor". He wrote that its missions featured a "great deal of variety", and he praised their "ability to casually suggest a much larger world", but he complained that they were linear. He considered the game's writing to be "among the best in the business". While Brenesal enjoyed the game's textures and lighting, he noted the low detail of the game's human models, whose animations he found to be "arthritic". PC Zone's Paul Presley wrote that the game's levels were larger but easier than those of Thief, and he considered their objectives to be somewhat linear. He found Thief II's graphics to be dated and wrote that its lack of real-time lighting "tends to give each environment a sort of 'false' quality". However, he believed that the game "still has enough atmosphere to immerse you", and he praised its sound design. Presley considered the game to be a straightforward rehash of its predecessor, and he finished, "A more clear-cut case of sequel-itis there has never been."
Jim Preston reviewed the PC version of the game for Next Generation, rating it four stars out of five, and stated that "Great, skulking gameplay, useful new tools, and clever level design make Thief II an excellent first-person 'sneaker.'"
## Post-release
While Thief II performed well commercially, Looking Glass was not set to receive royalties for several months. The company had struggled financially since the commercial failures of its self-published games Terra Nova: Strike Force Centauri and British Open Championship Golf. Looking Glass's Flight Unlimited III had flopped at retail, and the development of Jane's Attack Squadron had gone over budget and fallen behind schedule. A deal to co-develop the stealth game Deep Cover with Irrational Games had recently collapsed. According to Looking Glass's Tim Stellmach, the delay in Thief II royalties "faced [us] with the prospect of running out of money." Looking Glass management signed a deal in which Eidos Interactive would acquire the company, but Eidos fell into a sudden financial crisis, in part because of the failure of Ion Storm's \$40 million game Daikatana. These factors led to the closure of Looking Glass on May 24, 2000, with the planned Thief II successors Thief II Gold and Thief III cancelled.
### Later installments
The Thief series had been planned as a trilogy, and work on Thief III was "in a fairly advanced stage" when Looking Glass closed, according to PC Zone's Keith Pullin. Randy Smith and Terri Brosius were appointed as lead designers, and they developed the game's concept over several months. In an open letter published after the company's bankruptcy, Smith wrote that the third game would have taken place in an "open-ended, self-directed city", and that its plot would have centered on the Keepers. Brosius suggested that Thief III would have seen Garrett "accept[ing] that there are consequences to his actions", and that he would likely have become "ready to give, rather than always take." The player would have uncovered the game's story gradually, while exploring a free-roam environment. Serious plans had been made to include co-operative multiplayer, and a new engine, Siege, had been in production. When Looking Glass closed, its assets were liquidated and the Thief intellectual property was sold at auction. This raised doubts that the Thief trilogy would be completed, a situation that Salon.com writer Wagner James Au compared to Lucasfilm closing after the release of The Empire Strikes Back. However, following rumors, Eidos announced on August 9, 2000 that it had purchased the rights to Thief.
Development of Thief III was delegated to the Warren Spector-supervised Ion Storm, which had recently completed Deus Ex. According to Spector, Thief III would have been given to Core Design or Crystal Dynamics had he not accepted it. The game was announced for Windows and the PlayStation 2. On August 10, Spector commented that Ion Storm's first goal was to assemble a core team, composed in part of former Looking Glass employees, to design and plot the game. Thief II team members Randy Smith, Lulu Lamer, Emil Pagliarulo and Terri Brosius were hired to begin the project. On August 16, Ion Storm announced its hires, and stated that concept work on Thief III would begin in September. The team planned to "wrap up [the] loose ends" of the series, and they built directly upon the Thief III concept work done at Looking Glass. Thief III was eventually renamed Thief: Deadly Shadows, and it was released for Windows and the Xbox on May 25, 2004.
In May 2009, after several months of rumors, a fourth game in the Thief series was announced by Deus Ex: Human Revolution developer Eidos Montréal. It was unveiled in the April 2013 issue of Game Informer. The game, entitled Thief, is a reboot of the Thief series; and it does not feature the Hammerites, pagans or Keepers. Its plot follows Garrett (voiced by Romano Orzari in place of Stephen Russell) in the aftermath of an accident that leaves his protégé, Erin, missing. Garrett has amnesia after this incident, and the City is beset by a plague called the Gloom. The game was released for Windows and the Xbox 360, PlayStation 3, Xbox One and PlayStation 4 in February 2014.
### Fan expansion
Soon after the bankruptcy of Looking Glass, a fan group called the Dark Engineering Guild began developing an expansion mod to Thief II, entitled Thief 2X: Shadows of the Metal Age. Initially, they hoped to fill the void left by the cancellation of Thief III, but they continued to work on the mod after the announcement and release of Thief: Deadly Shadows. Released in 2005 after five years in development, the mod follows Zaya, a young woman who is robbed while visiting the City and who then seeks revenge. She is mentored by a pagan hermit named Malak, who trains her as a thief but who has ulterior motives. The team designed Zaya to be physically capable and to have a "middle-eastern/north-African look", but made an effort to avoid similarities to Mulan. Chronologically, the story starts near the end of Thief and ends in the middle of Thief II, thereby depicting the rise of Gorman Truart and the early days of the Mechanists. Thief 2X features 13 missions, with new animated cutscenes and roughly 3,000 new lines of recorded dialogue.
The mod was praised by critics and by the Thief fan community. Brett Todd of PC Gamer US awarded it "Mod of the Month" and wrote: "It doesn't quite have the mysterious allure of the original games, but it's awfully close". A writer for Jolt Online Gaming praised the mod's visuals and considered its missions to be "incredibly well designed". While the writer commented that Thief 2X did not perfectly follow the series' tone and that its voice acting was "not the best", they finished by saying that fans of the Thief series had "no excuse not to play T2X". PC Gamer UK's Kieron Gillen wrote that he had expected the mod to be cancelled, given that the "web is full of [...] five-percent finished masterworks from people who aimed far, far too high". After Thief 2X's release, he lauded it as the best Thief fan work and as "one of the most impressive achievements of any fan community for any game".
## See also
- The Dark Mod
- Emergent gameplay
- Immersive sim |
20,868,375 | Elizabeth Needham | 1,023,048,082 | English procuress and brothel-keeper | [
"1731 deaths",
"17th-century births",
"18th-century English businesspeople",
"18th-century English businesswomen",
"English brothel owners and madams"
]
| Elizabeth Needham (died 3 May 1731), also known as Mother Needham, was an English procuress and brothel-keeper of 18th-century London, who has been identified as the bawd greeting Moll Hackabout in the first plate of William Hogarth's series of satirical etchings, A Harlot's Progress. Although Needham was notorious in London at the time, little is recorded of her life, and no genuine portraits of her survive. Her house was the most exclusive in London and her customers came from the highest strata of fashionable society, but she eventually ran afoul of the moral reformers of the day and died as a result of the severe treatment she received after being sentenced to stand in the pillory.
## Character
Nothing is known of Needham's early life, but by the time she was middle-aged she was renowned in London as the keeper of a brothel in Park Place, St. James. Her house was regarded as the most exclusive in London, superior to those of Covent Garden, even to that of the other notorious bawd of the time, Mother Wisebourne. She was said to still be attractive in middle-age; Hogarth described her as a "handsome old Procuress ... well dressed in silk", but mentions "patches on her face" and in his picture her face is seen to be pock-marked. She went by a number of aliases: Bird, Howard, Blewitt and Trent are among those ascribed to her, although Mother Bird was also the name of another brothel-keeper who was committed to Newgate Prison with Needham in 1724. Needham was apparently ruthless with the girls and women who worked for her. They were forced to hire their dresses from her, and, if they were unable to pay the exorbitant rentals, she would force them to take more customers or have them committed to debtors' prison until they met her demands (a scheme John Cleland's heroine falls prey to in Fanny Hill (1748)). Once they were too old or too ill to attract customers, she would throw them out.
Needham procured her prostitutes from many sources including the houses of other brothel-keepers, the "Bails" in Covent Garden where homeless girls would sleep rough, Tom King's Coffee House, and, it appears, from auctions, but, as depicted in Hogarth's picture, she particularly targeted girls and women fresh from the country. The essayist Richard Steele found her pitching to a newly arrived girl when he went to meet a wagon bringing him items from the countryside. He described her as "artful", and it seems that she was friendly and engaging with her potential employees, revealing her vicious character only when they were under her roof; in The Dunciad, Alexander Pope warns not to "... lard your words with Mother Needham's style". Pope mentions her once more at the end of The Dunciad (1728), making reference to her foul mouth, and again, alongside other notorious madams of the day, in the last verses of his Coronation Epistle (which were suppressed in editions of the poem from 1769 until 1954):
> > For Want of you, we spend our random Wit on The first we find with Needham, Brooks, or Briton.
Henry Fielding refers to her in his Pasquin (1736) and used Hogarth's representation of her as the model for Mother Punchbowl in The Covent Garden Tragedy (1732). Mary Davys's bawd in the Accomplish'd Rake of 1727 is called "Mother N-d-m" and targets young girls fresh from the countryside, just as Needham did.
## Customers
Chief among her customers were Francis Charteris and his cousin the Duke of Wharton—Charteris is lounging in the doorway behind Needham in Hogarth's picture. Ronald Paulson suggests that the model for Moll Hackabout in Hogarth's first scene is Ann Bond, who was lured by Needham and raped by Charteris. Charteris, already known as the "Rape-Master General", was convicted and sentenced to death as a result of the Bond rape, although he was later pardoned. Needham's name was not mentioned during the legal proceedings.
Needham may have introduced Charteris to Sally Salisbury around 1708. Salisbury was the pre-eminent prostitute of the day and was kept by Charteris for a short time as mistress at the beginning of her career. When her previous bawd, Mother Wisebourne, died in 1719, she became a member of Needham's household and brought with her a clientele from the highest ranks of society. Salisbury brought further fame to Needham's house by involving another of her girls in the theft of the Earl of Cardigan's clothes. The two women accompanied him to Newmarket where he became drunk, and after putting him to bed at an inn they stole his clothes and jewellery and returned to London. The Earl treated the matter as a joke.
Some idea of the reputation of Needham's house can be gathered from one of Joe Miller's Jests, which involves her asking her landlord to wait for his money until Parliament and the Convocation sit, at which point she will be able to pay him ten times over, and by a satirical premature obituary, which appeared in the London Journal. The latter describes a will in which she distributes appropriate gifts to her famous clients: "a picture of Sodom and Gomorrah to indorsing D―n; an ounce of Mercuris Dulcis to Beau C―e, of St. Martin's Lane; her estate to the Duke of Wharton; her library to Ned C―; and a receipt to cure a clap to little Quibus". At the time, the figures mentioned would not have been spared their blushes by the omission of their full names, but identifying them now is guesswork.
Her well-connected clientele may have allowed her to escape arrest. Despite the popular notion that Sally Salisbury's 1723 stabbing of John Finch, the son of the Duchess of Winchelsea, had taken place in her house (it had actually occurred at the Three Tuns Tavern in Covent Garden), the first time Needham was raided was in 1724:
> Yesterday morning the celebrated Mother Needham and Mother Bird, two eminent conservators of the Game of the Kingdom, were committed to Newgate; their houses being disturb'd the night before by the Constables, who disengaged the Gentlemen and Ladies to a great number, and carried them to the Round-House. This being the first time Mrs Needham ever received publick correction, since her being at the head of venal affairs in this town, 'tis thought will be the ruin of her household. Daily Journal, Tuesday 21 July 1724.
The constables had found "two women in bed with two men of distinction". The men were bound over, but the women were sent to Tothill Fields Bridewell to do hard labour. Needham's punishment on this occasion is not recorded, but it appears that she was still incarcerated in September when her house burned down, killing one of the inhabitants, Captain Barbute, a French officer. In 1728, several of her girls were arrested, but she appears to have escaped punishment.
## Arrest, conviction and death
In late 1730, Sir John Gonson, a Justice of the Peace and fervent supporter of the Society for the Reformation of Manners, spurred on by the furore surrounding the Charteris rape case, began conducting raids on brothels all over London. By early 1731 he had arrived at St James, where some residents of Park Place reported "a Notorious Disorderly House in that Neighbourhood". In truth, Needham's house was hardly unknown, having served the upper echelons of society for years, but she was arrested by Gonson and committed to the Gatehouse by Justice Railton.
On 29 April 1731, Needham was convicted of keeping a disorderly house, fined one shilling, and sentenced to stand twice in the pillory, and "to find sureties for her good behaviour for 3 years". On 30 April she was taken to the pillory near Park Place to stand for the first time. Perhaps because of her connections, she was allowed to lie face down in front of the pillory and a number of guards were paid to protect her. Despite this she received such a pelting that it was thought likely she would die before her punishment was completed. The crowds that had gathered to see her pilloried were so large that one boy fell on an iron fencing rail while trying to get a better look and was killed.
Needham was taken from the pillory alive, but died on 3 May 1731, the day before she was due to stand in the pillory (this time at New Palace Yard) for the second time. With her last words she apparently expressed great fear at having to stand in the pillory again after the severe punishment she had received the first time. The Grub Street Journal, the satirical journal allied with Alexander Pope and others of Hogarth's friends, sardonically reported that the populace "acted very ungratefully, considering how much she had done to oblige them". Her demise was celebrated in a mocking rhyme:
> > Ye Ladies of Drury, now weep Your voices in howling now raise For Old Mother Needham's laid deep And bitter will be all your Days. She who drest you in Sattins so fine Who trained you up for the Game Who Bail, on occasion would find And keep you from Dolly and Shame Now is laid low in her Grave...
Hogarth was still at work on A Harlot's Progress when she died, so she never saw herself immortalised. There were other madams ready to step into her shoes, but it was not until Mother Douglas took over the King's Head in Covent Garden in 1741 that a brothel reappeared with a reputation to match that of Needham.
## See also
- Damaris Page
- Elizabeth Cresswell |
4,165 | Boeing 767 | 1,169,349,226 | Wide-body twin-engine jet airliner family | [
"1980s United States airliners",
"Aircraft first flown in 1981",
"Boeing 767",
"Boeing aircraft",
"Twinjets"
]
| The Boeing 767 is an American wide-body aircraft developed and manufactured by Boeing Commercial Airplanes.
The aircraft was launched as the 7X7 program on July 14, 1978, the prototype first flew on September 26, 1981, and it was certified on July 30, 1982. The original 767-200 entered service on September 8, 1982, with United Airlines, and the extended-range 767-200ER in 1984. It was stretched into the 767-300 in October 1986, followed by the 767-300ER in 1988, the most popular variant. The 767-300F, a production freighter version, debuted in October 1995. It was stretched again into the 767-400ER from September 2000.
To complement the larger 747, it has a seven-abreast cross-section, accommodating smaller LD2 ULD cargo containers. The 767 is Boeing's first wide-body twinjet, powered by General Electric CF6, Rolls-Royce RB211, or Pratt & Whitney JT9D turbofans. JT9D engines were eventually replaced by PW4000 engines. The aircraft has a conventional tail and a supercritical wing for reduced aerodynamic drag. Its two-crew glass cockpit, a first for a Boeing airliner, was developed jointly for the 757 − a narrow-body aircraft, allowing a common pilot type rating. Studies for a higher-capacity 767 in 1986 led Boeing to develop the larger 777 twinjet, introduced in June 1995.
The 159-foot-long (48.5 m) 767-200 typically seats 216 passengers over 3,900 nautical miles [nmi] (7,200 km; 3,566 mi), while the 767-200ER seats 181 over a 6,590 nmi (12,200 km; 7,580 mi) range. The 180-foot-long (54.9 m) 767-300 typically seats 269 passengers over 3,900 nmi (7,200 km; 4,500 mi), while the 767-300ER seats 218 over 5,980 nmi (11,070 km; 6,880 mi). The 767-300F can haul 116,000 lb (52.7 t) over 3,225 nmi (6,025 km; 3,711 mi), and the 201.3-foot-long (61.37 m) 767-400ER typically seats 245 passengers over 5,625 nmi (10,415 km; 6,473 mi). Military derivatives include the E-767 for surveillance and the KC-767 and KC-46 aerial tankers.
Initially marketed for transcontinental routes, a loosening of ETOPS rules starting in 1985 allowed the aircraft to operate transatlantic flights. A total of 742 of these aircraft were in service in July 2018, with Delta Air Lines being the largest operator with 77 aircraft in its fleet.
As of July 2023, Boeing has received 1,392 orders from 74 customers, of which 1,283 airplanes have been delivered, while the remaining orders are for cargo or tanker variants. Competitors have included the Airbus A300, A310, and A330-200. Its successor, the 787 Dreamliner, entered service in 2011.
## Development
### Background
In 1970, the 747 entered service as the first wide-body jetliner with a fuselage wide enough to feature a twin-aisle cabin. Two years later, the manufacturer began a development study, code-named 7X7, for a new wide-body jetliner intended to replace the 707 and other early generation narrow-body airliners. The aircraft would also provide twin-aisle seating, but in a smaller fuselage than the existing 747, McDonnell Douglas DC-10, and Lockheed L-1011 TriStar wide-bodies. To defray the high cost of development, Boeing signed risk-sharing agreements with Italian corporation Aeritalia and the Civil Transport Development Corporation (CTDC), a consortium of Japanese aerospace companies. This marked the manufacturer's first major international joint venture, and both Aeritalia and the CTDC received supply contracts in return for their early participation. The initial 7X7 was conceived as a short take-off and landing airliner intended for short-distance flights, but customers were unenthusiastic about the concept, leading to its redefinition as a mid-size, transcontinental-range airliner. At this stage the proposed aircraft featured two or three engines, with possible configurations including over-wing engines and a T-tail.
By 1976, a twinjet layout, similar to the one which had debuted on the Airbus A300, became the baseline configuration. The decision to use two engines reflected increased industry confidence in the reliability and economics of new-generation jet powerplants. While airline requirements for new wide-body aircraft remained ambiguous, the 7X7 was generally focused on mid-size, high-density markets. As such, it was intended to transport large numbers of passengers between major cities. Advancements in civil aerospace technology, including high-bypass-ratio turbofan engines, new flight deck systems, aerodynamic improvements, and more efficient lightweight designs were to be applied to the 7X7. Many of these features were also included in a parallel development effort for a new mid-size narrow-body airliner, code-named 7N7, which would become the 757. Work on both proposals proceeded through the airline industry upturn in the late 1970s.
In January 1978, Boeing announced a major extension of its Everett factory—which was then dedicated to manufacturing the 747—to accommodate its new wide-body family. In February 1978, the new jetliner received the 767 model designation, and three variants were planned: a 767-100 with 190 seats, a 767-200 with 210 seats, and a trijet 767MR/LR version with 200 seats intended for intercontinental routes. The 767MR/LR was subsequently renamed 777 for differentiation purposes. The 767 was officially launched on July 14, 1978, when United Airlines ordered 30 of the 767-200 variant, followed by 50 more 767-200 orders from American Airlines and Delta Air Lines later that year. The 767-100 was ultimately not offered for sale, as its capacity was too close to the 757's seating, while the 777 trijet was eventually dropped in favor of standardizing the twinjet configuration.
### Design effort
In the late 1970s, operating cost replaced capacity as the primary factor in airliner purchases. As a result, the 767's design process emphasized fuel efficiency from the outset. Boeing targeted a 20 to 30 percent cost saving over earlier aircraft, mainly through new engine and wing technology. As development progressed, engineers used computer-aided design for over a third of the 767's design drawings, and performed 26,000 hours of wind tunnel tests. Design work occurred concurrently with the 757 twinjet, leading Boeing to treat both as almost one program to reduce risk and cost. Both aircraft would ultimately receive shared design features, including avionics, flight management systems, instruments, and handling characteristics. Combined development costs were estimated at \$3.5 to \$4 billion.
Early 767 customers were given the choice of Pratt & Whitney JT9D or General Electric CF6 turbofans, marking the first time that Boeing had offered more than one engine option at the launch of a new airliner. Both jet engine models had a maximum output of 48,000 pounds-force (210 kN) of thrust. The engines were mounted approximately one-third the length of the wing from the fuselage, similar to previous wide-body trijets. The larger wings were designed using an aft-loaded shape which reduced aerodynamic drag and distributed lift more evenly across their surface span than any of the manufacturer's previous aircraft. The wings provided higher-altitude cruise performance, added fuel capacity, and expansion room for future stretched variants. The initial 767-200 was designed for sufficient range to fly across North America or across the northern Atlantic, and would be capable of operating routes up to 3,850 nautical miles (7,130 km; 4,430 mi).
The 767's fuselage width was set midway between that of the 707 and the 747 at 16.5 feet (5.03 m). While it was narrower than previous wide-body designs, seven abreast seating with two aisles could be fitted, and the reduced width produced less aerodynamic drag. The fuselage was not wide enough to accommodate two standard LD3 wide-body unit load devices side-by-side, so a smaller container, the LD2, was created specifically for the 767. Using a conventional tail design also allowed the rear fuselage to be tapered over a shorter section, providing for parallel aisles along the full length of the passenger cabin, and eliminating irregular seat rows toward the rear of the aircraft.
The 767 was the first Boeing wide-body to be designed with a two-crew digital glass cockpit. Cathode ray tube (CRT) color displays and new electronics replaced the role of the flight engineer by enabling the pilot and co-pilot to monitor aircraft systems directly. Despite the promise of reduced crew costs, United Airlines initially demanded a conventional three-person cockpit, citing concerns about the risks associated with introducing a new aircraft. The carrier maintained this position until July 1981, when a US presidential task force determined that a crew of two was safe for operating wide-body jets. A three-crew cockpit remained as an option and was fitted to the first production models. Ansett Australia ordered 767s with three-crew cockpits due to union demands; it was the only airline to operate 767s so configured. The 767's two-crew cockpit was also applied to the 757, allowing pilots to operate both aircraft after a short conversion course, and adding incentive for airlines to purchase both types.
### Production and testing
To produce the 767, Boeing formed a network of subcontractors which included domestic suppliers and international contributions from Italy's Aeritalia and Japan's CTDC. The wings and cabin floor were produced in-house, while Aeritalia provided control surfaces, Boeing Vertol made the leading edge for the wings, and Boeing Wichita produced the forward fuselage. The CTDC provided multiple assemblies through its constituent companies, namely Fuji Heavy Industries (wing fairings and gear doors), Kawasaki Heavy Industries (center fuselage), and Mitsubishi Heavy Industries (rear fuselage, doors, and tail). Components were integrated during final assembly at the Everett factory. For expedited production of wing spars, the main structural member of aircraft wings, the Everett factory received robotic machinery to automate the process of drilling holes and inserting fasteners. This method of wing construction expanded on techniques developed for the 747. Final assembly of the first aircraft began in July 1979.
The prototype aircraft, registered N767BA and equipped with JT9D turbofans, rolled out on August 4, 1981. By this time, the 767 program had accumulated 173 firm orders from 17 customers, including Air Canada, All Nippon Airways, Britannia Airways, Transbrasil, and Trans World Airlines (TWA). On September 26, 1981, the prototype took its maiden flight under the command of company test pilots Tommy Edmonds, Lew Wallick, and John Brit. The maiden flight was largely uneventful, save for the inability to retract the landing gear because of a hydraulic fluid leak. The prototype was used for subsequent flight tests.
The 10-month 767 flight test program utilized the first six aircraft built. The first four aircraft were equipped with JT9D engines, while the fifth and sixth were fitted with CF6 engines. The test fleet was largely used to evaluate avionics, flight systems, handling, and performance, while the sixth aircraft was used for route-proving flights. During testing, pilots described the 767 as generally easy to fly, with its maneuverability unencumbered by the bulkiness associated with larger wide-body jets. Following 1,600 hours of flight tests, the JT9D-powered 767-200 received certification from the US Federal Aviation Administration (FAA) and the UK Civil Aviation Authority (CAA) in July 1982. The first delivery occurred on August 19, 1982, to United Airlines. The CF6-powered 767-200 received certification in September 1982, followed by the first delivery to Delta Air Lines on October 25, 1982.
### Entry into service
The 767 entered service with United Airlines on September 8, 1982. The aircraft's first commercial flight used a JT9D-powered 767-200 on the Chicago-to-Denver route. The CF6-powered 767-200 commenced service three months later with Delta Air Lines. Upon delivery, early 767s were mainly deployed on domestic routes, including US transcontinental services. American Airlines and TWA began flying the 767-200 in late 1982, while Air Canada, China Airlines, El Al, and Pacific Western began operating the aircraft in 1983. The aircraft's introduction was relatively smooth, with few operational glitches and greater dispatch reliability than prior jetliners.
### Stretched derivatives
Forecasting airline interest in larger-capacity models, Boeing announced the stretched 767-300 in 1983 and the extended-range 767-300ER in 1984. Both models offered a 20 percent passenger capacity increase, while the extended-range version was capable of operating flights up to 5,990 nautical miles (11,090 km; 6,890 mi). Japan Airlines placed the first order for the -300 in September 1983. Following its first flight on January 30, 1986, the type entered service with Japan Airlines on October 20, 1986. The 767-300ER completed its first flight on December 9, 1986, but it was not until March 1987 that the first firm order, from American Airlines, was placed. The type entered service with American Airlines on March 3, 1988. The 767-300 and 767-300ER gained popularity after entering service, and came to account for approximately two-thirds of all 767s sold.
After the debut of the first stretched 767s, Boeing sought to address airline requests for greater capacity by proposing larger models, including a partial double-deck version informally named the "Hunchback of Mukilteo" (from a town near Boeing's Everett factory) with a 757 body section mounted over the aft main fuselage. In 1986, Boeing proposed the 767-X, a revised model with extended wings and a wider cabin, but received little interest. By 1988, the 767-X had evolved into an all-new twinjet, which revived the 777 designation. Until the 777's 1995 debut, the 767-300 and 767-300ER remained Boeing's second-largest wide-bodies behind the 747.
Buoyed by a recovering global economy and ETOPS approval, 767 sales accelerated in the mid-to-late 1980s; 1989 was the most prolific year with 132 firm orders. By the early 1990s, the wide-body twinjet had become its manufacturer's annual best-selling aircraft, despite a slight decrease due to economic recession. During this period, the 767 became the most common airliner for transatlantic flights between North America and Europe. By the end of the decade, 767s crossed the Atlantic more frequently than all other aircraft types combined. The 767 also propelled the growth of point-to-point flights which bypassed major airline hubs in favor of direct routes. Taking advantage of the aircraft's lower operating costs and smaller capacity, operators added non-stop flights to secondary population centers, thereby eliminating the need for connecting flights. The increased number of cities receiving non-stop services caused a paradigm shift in the airline industry as point-to-point travel gained prominence at the expense of the traditional hub-and-spoke model.
In February 1990, the first 767 equipped with Rolls-Royce RB211 turbofans, a 767-300, was delivered to British Airways. Six months later, the carrier temporarily grounded its entire 767 fleet after discovering cracks in the engine pylons of several aircraft. The cracks were related to the extra weight of the RB211 engines, which are 2,205 pounds (1,000 kg) heavier than other 767 engines. During the grounding, interim repairs were conducted to alleviate stress on engine pylon components, and a parts redesign in 1991 prevented further cracks. Boeing also performed a structural reassessment, resulting in production changes and modifications to the engine pylons of all 767s in service.
In January 1993, following an order from UPS Airlines, Boeing launched a freighter variant, the 767-300F, which entered service with UPS on October 16, 1995. The 767-300F featured a main deck cargo hold, upgraded landing gear, and strengthened wing structure. In November 1993, the Japanese government launched the first 767 military derivative when it placed orders for the E-767, an Airborne Early Warning and Control (AWACS) variant based on the 767-200ER. The first two E-767s, featuring extensive modifications to accommodate surveillance radar and other monitoring equipment, were delivered in 1998 to the Japan Self-Defense Forces.
In November 1995, after abandoning development of a smaller version of the 777, Boeing announced that it was revisiting studies for a larger 767. The proposed 767-400X, a second stretch of the aircraft, offered a 12 percent capacity increase versus the 767-300, and featured an upgraded flight deck, enhanced interior, and greater wingspan. The variant was specifically aimed at Delta Air Lines' pending replacement of its aging Lockheed L-1011 TriStars, and faced competition from the A330-200, a shortened derivative of the Airbus A330. In March 1997, Delta Air Lines launched the 767-400ER when it ordered the type to replace its L-1011 fleet. In October 1997, Continental Airlines also ordered the 767-400ER to replace its McDonnell Douglas DC-10 fleet. The type completed its first flight on October 9, 1999, and entered service with Continental Airlines on September 14, 2000.
### Dreamliner introduction
In the early 2000s, cumulative 767 deliveries approached 900, but new sales declined during an airline industry downturn. In 2001, Boeing dropped plans for a longer-range model, the 767-400ERX, in favor of the proposed Sonic Cruiser, a new jetliner which aimed to fly 15 percent faster while having comparable fuel costs to the 767. The following year, Boeing announced the KC-767 Tanker Transport, a second military derivative of the 767-200ER. Launched with an order in October 2002 from the Italian Air Force, the KC-767 was intended for the dual role of refueling other aircraft and carrying cargo. The Japanese government became the second customer for the type in March 2003. In May 2003, the United States Air Force (USAF) announced its intent to lease KC-767s to replace its aging KC-135 tankers. The plan was suspended in March 2004 amid a conflict of interest scandal, resulting in multiple US government investigations and the departure of several Boeing officials, including Philip Condit, the company's chief executive officer, and chief financial officer Michael Sears. The first KC-767s were delivered in 2008 to the Japan Self-Defense Forces.
In late 2002, after airlines expressed reservations about its emphasis on speed over cost reduction, Boeing halted development of the Sonic Cruiser. The following year, the manufacturer announced the 7E7, a mid-size 767 successor made from composite materials which promised to be 20 percent more fuel efficient. The new jetliner was the first stage of a replacement aircraft initiative called the Boeing Yellowstone Project. Customers embraced the 7E7, later renamed 787 Dreamliner, and within two years it had become the fastest-selling airliner in the company's history. In 2005, Boeing opted to continue 767 production despite record Dreamliner sales, citing a need to provide customers waiting for the 787 with a more readily available option. Subsequently, the 767-300ER was offered to customers affected by 787 delays, including All Nippon Airways and Japan Airlines. Some aging 767s, exceeding 20 years in age, were also kept in service past planned retirement dates due to the delays. To extend the operational lives of older aircraft, airlines increased heavy maintenance procedures, including D-check teardowns and inspections for corrosion, a recurring issue on aging 767s. The first 787s entered service with All Nippon Airways in October 2011, 42 months behind schedule.
### Continued production
In 2007, the 767 received a production boost when UPS and DHL Aviation placed a combined 33 orders for the 767-300F. Renewed freighter interest led Boeing to consider enhanced versions of the 767-200 and 767-300F with increased gross weights, 767-400ER wing extensions, and 777 avionics. Net orders for the 767 declined from 24 in 2008 to just three in 2010. During the same period, operators upgraded aircraft already in service; in 2008, the first 767-300ER retrofitted with blended winglets from Aviation Partners Incorporated debuted with American Airlines. The manufacturer-sanctioned winglets, at 11 feet (3.35 m) in height, improved fuel efficiency by an estimated 6.5 percent. Other carriers including All Nippon Airways and Delta Air Lines also ordered winglet kits.
On February 2, 2011, the 1,000th 767 rolled out, destined for All Nippon Airways. The aircraft was the 91st 767-300ER ordered by the Japanese carrier, and with its completion the 767 became the second wide-body airliner to reach the thousand-unit milestone after the 747. The 1,000th aircraft also marked the last model produced on the original 767 assembly line. Beginning with the 1,001st aircraft, production moved to another area in the Everett factory which occupied about half of the previous floor space. The new assembly line made room for 787 production and aimed to boost manufacturing efficiency by over twenty percent.
At the inauguration of its new assembly line, the 767's order backlog numbered approximately 50, only enough for production to last until 2013. Despite the reduced backlog, Boeing officials expressed optimism that additional orders would be forthcoming. On February 24, 2011, the USAF announced its selection of the KC-767 Advanced Tanker, an upgraded variant of the KC-767, for its KC-X fleet renewal program. The selection followed two rounds of tanker competition between Boeing and Airbus parent EADS, and came eight years after the USAF's original 2003 announcement of its plan to lease KC-767s. The tanker order encompassed 179 aircraft and was expected to sustain 767 production past 2013.
In December 2011, FedEx Express announced a 767-300F order for 27 aircraft to replace its DC-10 freighters, citing the USAF tanker order and Boeing's decision to continue production as contributing factors. FedEx Express agreed to buy 19 more of the −300F variant in June 2012. In June 2015, FedEx said it was accelerating retirements of planes both to reflect demand and to modernize its fleet, recording charges of \$276 million. On July 21, 2015, FedEx announced an order for 50 767-300F with options on another 50, the largest order for the type. With the announcement FedEx confirmed that it has firm orders for 106 of the freighters for delivery between 2018 and 2023. In February 2018, UPS announced an order for 4 more 767-300Fs to increase the total on order to 63.
With its successor, the Boeing New Midsize Airplane, that was planned for introduction in 2025 or later, and the 787 being much larger, Boeing could restart a passenger 767-300ER production to bridge the gap. A demand for 50 to 60 aircraft could have to be satisfied. Having to replace its 40 767s, United Airlines requested a price quote for other widebodies. In November 2017, Boeing CEO Dennis Muilenburg cited interest beyond military and freighter uses. However, in early 2018 Boeing Commercial Airplanes VP of marketing Randy Tinseth stated that the company did not intend to resume production of the passenger variant.
In its first quarter of 2018 earnings report, Boeing plan to increase its production from 2.5 to 3 monthly beginning in January 2020 due to increased demand in the cargo market, as FedEx had 56 on order, UPS has four, and an unidentified customer has three on order. This rate could rise to 3.5 per month in July 2020 and 4 per month in January 2021, before decreasing to 3 per month in January 2025 and then 2 per month in July 2025. In 2019, unit cost was US\$217.9 million for a -300ER, and US\$220.3 million for a -300F.
### Re-engined 767-XF
In October 2019, Boeing was reportedly studying a re-engined 767-XF for entry into service around 2025, based on the 767-400ER with an extended landing gear to accommodate larger General Electric GEnx turbofan engines. The cargo market is the main target, but a passenger version could be a cheaper alternative to the proposed New Midsize Airplane.
## Design
### Overview
The 767 is a low-wing cantilever monoplane with a conventional tail unit featuring a single fin and rudder. The wings are swept at 31.5 degrees and optimized for a cruising speed of Mach 0.8 (533 mph or 858 km/h). Each wing features a supercritical airfoil cross-section and is equipped with six-panel leading edge slats, single- and double-slotted flaps, inboard and outboard ailerons, and six spoilers. The airframe further incorporates Carbon-fiber-reinforced polymer composite material wing surfaces, Kevlar fairings and access panels, plus improved aluminum alloys, which together reduce overall weight by 1,900 pounds (860 kg) versus preceding aircraft.
To distribute the aircraft's weight on the ground, the 767 has a retractable tricycle landing gear with four wheels on each main gear and two for the nose gear. The original wing and gear design accommodated the stretched 767-300 without major changes. The 767-400ER features a larger, more widely spaced main gear with 777 wheels, tires, and brakes. To prevent damage if the tail section contacts the runway surface during takeoff, 767-300 and 767-400ER models are fitted with a retractable tailskid.
All passenger 767 models have exit doors near the front and rear of the aircraft. Most 767-200 and -200ER models have one overwing exit door for emergency use; an optional second overwing exit increases maximum allowable capacity from 255 to 290. The 767-300 and -300ER typically feature two overwing exit doors or, in a configuration with no overwing exits, three exit doors on each side and a smaller exit door aft of the wing. A further configuration featuring three exit doors on each side plus one overwing exit allows an increase in maximum capacity from 290 to 351. All 767-400ERs are configured with three exit doors on each side and a smaller exit door aft of the wing. The 767-300F has one exit door at the forward left-hand side of the aircraft.
In addition to shared avionics and computer technology, the 767 uses the same auxiliary power unit, electric power systems, and hydraulic parts as the 757. A raised cockpit floor and the same forward cockpit windows result in similar pilot viewing angles. Related design and functionality allows 767 pilots to obtain a common type rating to operate the 757 and share the same seniority roster with pilots of either aircraft.
### Flight systems
The original 767 flight deck uses six Rockwell Collins CRT screens to display Electronic flight instrument system (EFIS) and engine indication and crew alerting system (EICAS) information, allowing pilots to handle monitoring tasks previously performed by the flight engineer. The CRTs replace conventional electromechanical instruments found on earlier aircraft. An enhanced flight management system, improved over versions used on early 747s, automates navigation and other functions, while an automatic landing system facilitates CAT IIIb instrument landings in low visibility situations. The 767 became the first aircraft to receive CAT IIIb certification from the FAA for landings with 980 feet (300 m) minimum visibility in 1984. On the 767-400ER, the cockpit layout is simplified further with six Rockwell Collins liquid crystal display (LCD) screens, and adapted for similarities with the 777 and the Next Generation 737. To retain operational commonality, the LCD screens can be programmed to display information in the same manner as earlier 767s. In 2012, Boeing and Rockwell Collins launched a further 787-based cockpit upgrade for the 767, featuring three landscape-format LCD screens that can display two windows each.
The 767 is equipped with three redundant hydraulic systems for operation of control surfaces, landing gear, and utility actuation systems. Each engine powers a separate hydraulic system, and the third system uses electric pumps. A ram air turbine provides power for basic controls in the event of an emergency. An early form of fly-by-wire is employed for spoiler operation, utilizing electric signaling instead of traditional control cables. The fly-by-wire system reduces weight and allows independent operation of individual spoilers.
### Interior
The 767 features a twin-aisle cabin with a typical configuration of six abreast in business class and seven across in economy. The standard seven abreast, 2–3–2 economy class layout places approximately 87 percent of all seats at a window or aisle. As a result, the aircraft can be largely occupied before center seats need to be filled, and each passenger is no more than one seat from the aisle. It is possible to configure the aircraft with extra seats for up to an eight abreast configuration, but this is less common.
The 767 interior introduced larger overhead bins and more lavatories per passenger than previous aircraft. The bins are wider to accommodate garment bags without folding, and strengthened for heavier carry-on items. A single, large galley is installed near the aft doors, allowing for more efficient meal service and simpler ground resupply. Passenger and service doors are an overhead plug type, which retract upwards, and commonly used doors can be equipped with an electric-assist system.
In 2000, a 777-style interior, known as the Boeing Signature Interior, debuted on the 767-400ER. Subsequently, adopted for all new-build 767s, the Signature Interior features even larger overhead bins, indirect lighting, and sculpted, curved panels. The 767-400ER also received larger windows derived from the 777. Older 767s can be retrofitted with the Signature Interior. Some operators have adopted a simpler modification known as the Enhanced Interior, featuring curved ceiling panels and indirect lighting with minimal modification of cabin architecture, as well as aftermarket modifications such as the NuLook 767 package by Heath Tecna.
## Operational history
In its first year, the 767 logged a 96.1 percent dispatch rate, which exceeded the industry average for all-new aircraft. Operators reported generally favorable ratings for the twinjet's sound levels, interior comfort, and economic performance. Resolved issues were minor and included the recalibration of a leading edge sensor to prevent false readings, the replacement of an evacuation slide latch, and the repair of a tailplane pivot to match production specifications.
Seeking to capitalize on its new wide-body's potential for growth, Boeing offered an extended-range model, the 767-200ER, in its first year of service. Ethiopian Airlines placed the first order for the type in December 1982. Featuring increased gross weight and greater fuel capacity, the extended-range model could carry heavier payloads at distances up to 6,385 nautical miles (11,825 km; 7,348 mi), and was targeted at overseas customers. The 767-200ER entered service with El Al Airline on March 27, 1984. The type was mainly ordered by international airlines operating medium-traffic, long-distance flights. In May 1984, an Ethiopian Airlines 767-200ER set a non-stop record for a commercial twinjet of 12,082 km (6,524 nmi; 7,507 mi) from Washington DC to Addis Ababa.
In the mid-1980s, the 767 and its European rivals, the Airbus A300 and A310, spearheaded the growth of twinjet flights across the northern Atlantic under extended-range twin-engine operational performance standards (ETOPS) regulations, the FAA's safety rules governing transoceanic flights by aircraft with two engines. In 1976, the A300 was the first twinjet to secure permission to fly 90 minutes away from diversion airports, up from 60 minutes. In May 1985, the FAA granted its first approval for 120-minute ETOPS flights to the 767, on an individual airline basis starting with TWA, provided that the operator met flight safety criteria. This allowed the aircraft to fly overseas routes at up to two hours' distance from land. The 767 burned 7,000 lb (3.2 t) less fuel per hour than a Lockheed L-1011 TriStar on the route between Boston and Paris, a huge savings. The Airbus A310 secured approval for 120-minute ETOPS flights one month later in June. The larger safety margins were permitted because of the improved reliability demonstrated by twinjets and their turbofan engines. The FAA lengthened the ETOPS time to 180 minutes for CF6-powered 767s in 1989, making the type the first to be certified under the longer duration, and all available engines received approval by 1993. Regulatory approval spurred the expansion of transoceanic flights with twinjet aircraft and boosted the sales of both the 767 and its rivals.
## Variants
The 767 has been produced in three fuselage lengths. These debuted in progressively larger form as the 767-200, 767-300, and 767-400ER. Longer-range variants include the 767-200ER and 767-300ER, while cargo models include the 767-300F, a production freighter, and conversions of passenger 767-200 and 767-300 models.
When referring to different variants, Boeing and airlines often collapse the model number (767) and the variant designator, e.g. –200 or –300, into a truncated form, e.g. "762" or "763". Subsequent to the capacity number, designations may append the range identifier, though -200ER and -300ER are company marketing designations and not certificated as such. The International Civil Aviation Organization (ICAO) aircraft type designator system uses a similar numbering scheme, but adds a preceding manufacturer letter; all variants based on the 767-200 and 767-300 are classified under the codes "B762" and "B763"; the 767-400ER receives the designation of "B764".
### 767-200
The 767-200 was the original model and entered service with United Airlines in 1982. The type has been used primarily by mainline U.S. carriers for domestic routes between major hub centers such as Los Angeles to Washington. The 767-200 was the first aircraft to be used on transatlantic ETOPS flights, beginning with TWA on February 1, 1985, under 90-minute diversion rules. Deliveries for the variant totaled 128 aircraft. There were 52 examples of the model in commercial service as of July 2018, almost entirely as freighter conversions. The type's competitors included the Airbus A300 and A310.
The 767-200 was produced until 1987 when production switched to the extended-range 767-200ER. Some early 767-200s were subsequently upgraded to extended-range specification. In 1998, Boeing began offering 767-200 conversions to 767-200SF (Special Freighter) specification for cargo use, and Israel Aerospace Industries has been licensed to perform cargo conversions since 2005. The conversion process entails the installation of a side cargo door, strengthened main deck floor, and added freight monitoring and safety equipment. The 767-200SF was positioned as a replacement for Douglas DC-8 freighters.
### 767-2C
A commercial freighter version of the Boeing 767-200 with wings from the -300 series and an updated flightdeck was first flown on 29 December 2014. A military tanker variant of the Boeing 767-2C is developed for the USAF as the KC-46. Boeing is building two aircraft as commercial freighters which will be used to obtain Federal Aviation Administration certification, a further two Boeing 767-2Cs will be modified as military tankers. As of 2014, Boeing does not have customers for the freighter.
### 767-200ER
The 767-200ER was the first extended-range model and entered service with El Al in 1984. The type's increased range is due to extra fuel capacity and higher maximum takeoff weight (MTOW) of up to 395,000 lb (179,000 kg). The additional fuel capacity is accomplished by using the center tank's dry dock to carry fuel. The non-ER variant's center tank is what is called cheek tanks; two interconnected halves in each wing root with a dry dock in between. The center tank is also used on the -300ER and -400ER variants.
This version was originally offered with the same engines as the 767-200, while more powerful Pratt & Whitney PW4000 and General Electric CF6 engines later became available. The 767-200ER was the first 767 to complete a non-stop transatlantic journey, and broke the flying distance record for a twinjet airliner on April 17, 1988, with an Air Mauritius flight from Halifax, Nova Scotia to Port Louis, Mauritius, covering 8,727 nmi (16,200 km; 10,000 mi). The 767-200ER has been acquired by international operators seeking smaller wide-body aircraft for long-haul routes such as New York to Beijing. Deliveries of the type totaled 121 with no unfilled orders. As of July 2018, 21 examples of passenger and freighter conversion versions were in airline service. The type's main competitors of the time included the Airbus A300-600R and the A310-300.
### 767-300
The 767-300, the first stretched version of the aircraft, entered service with Japan Airlines in 1986. The type features a 21.1-foot (6.43 m) fuselage extension over the 767-200, achieved by additional sections inserted before and after the wings, for an overall length of 180.25 ft (54.9 m). Reflecting the growth potential built into the original 767 design, the wings, engines, and most systems were largely unchanged on the 767-300. An optional mid-cabin exit door is positioned ahead of the wings on the left, while more powerful Pratt & Whitney PW4000 and Rolls-Royce RB211 engines later became available. The 767-300's increased capacity has been used on high-density routes within Asia and Europe. The 767-300 was produced from 1986 until 2000. Deliveries for the type totaled 104 aircraft with no unfilled orders remaining. As of July 2018, 34 of the variant were in airline service. The type's main competitor was the Airbus A300.
### 767-300ER
The 767-300ER, the extended-range version of the 767-300, entered service with American Airlines in 1988. The type's increased range was made possible by greater fuel tankage and a higher MTOW of 407,000 lb (185,000 kg). Design improvements allowed the available MTOW to increase to 412,000 lb (187,000 kg) by 1993. Power is provided by Pratt & Whitney PW4000, General Electric CF6, or Rolls-Royce RB211 engines. The 767-300ER comes in three exit configurations: the baseline configuration has four main cabin doors and four over-wing window exits, the second configuration has six main cabin doors and two over-wing window exits; and the third configuration has six main cabin doors, as well as two smaller doors that are located behind the wings. Typical routes for the type include Los Angeles to Frankfurt.
The combination of increased capacity and range for the -300ER has been particularly attractive to both new and existing 767 operators. It is the most successful 767 version, with more orders placed than all other variants combined. As of November 2017, 767-300ER deliveries stand at 583 with no unfilled orders. There were 376 examples in service as of July 2018. The type's main competitor is the Airbus A330-200. At its 1990s peak, a new 767-300ER was valued at \$85 million, dipping to around \$12 million in 2018 for a 1996 build.
### 767-300F
The 767-300F, the production freighter version of the 767-300ER, entered service with UPS Airlines in 1995. The 767-300F can hold up to 24 standard 88-by-125-inch (220 by 320 cm) pallets on its main deck and up to 30 LD2 unit load devices on the lower deck, with a total cargo volume of 15,469 cubic feet (438 m<sup>3</sup>). The freighter has a main deck cargo door and crew exit, while the lower deck features two starboard-side cargo doors and one port-side cargo door. A general market version with onboard freight-handling systems, refrigeration capability, and crew facilities was delivered to Asiana Airlines on August 23, 1996. As of August 2019, 767-300F deliveries stand at 161 with 61 unfilled orders. Airlines operated 222 examples of the freighter variant and freighter conversions in July 2018.
#### Converted freighters
In June 2008, All Nippon Airways took delivery of the first 767-300BCF (Boeing Converted Freighter), a modified passenger-to-freighter model. The conversion work was performed in Singapore by ST Aerospace Services, the first supplier to offer a 767-300BCF program, and involved the addition of a main deck cargo door, strengthened main deck floor, and additional freight monitoring and safety equipment.
Israel Aerospace Industries offers a passenger-to-freighter conversion program called the 767-300BDSF (BEDEK Special Freighter). Wagner Aeronautical also offers a passenger-to-freighter conversion program for 767-300 series aircraft.
### 767-400ER
The 767-400ER, the first Boeing wide-body jet resulting from two fuselage stretches, entered service with Continental Airlines in 2000. The type features a 21.1-foot (6.43-metre) stretch over the 767-300, for a total length of 201.25 feet (61.3 m). The wingspan is also increased by 14.3 feet (4.36 m) through the addition of raked wingtips. The exit configuration uses six main cabin doors and two smaller exit doors behind the wings, similar to certain 767-300ERs. Other differences include an updated cockpit, redesigned landing gear, and 777-style Signature Interior. Power is provided by uprated General Electric CF6 engines.
The FAA granted approval for the 767-400ER to operate 180-minute ETOPS flights before it entered service. Because its fuel capacity was not increased over preceding models, the 767-400ER has a range of 5,625 nautical miles (10,418 km; 6,473 mi), less than previous extended-range 767s. No 767-400 (non-extended range) version was developed.
The longer-range 767-400ERX was offered in July 2000 before being cancelled a year later, leaving the 767-400ER as the sole version of the largest 767. Boeing dropped the 767-400ER and the -200ER from its pricing list in 2014.
A total of 37 767-400ERs were delivered to the variant's two airline customers, Continental Airlines (now merged with United Airlines) and Delta Air Lines, with no unfilled orders. All 37 examples of the -400ER were in service in July 2018. One additional example was produced as a military testbed, and later sold as a VIP transport. The type's closest competitor is the Airbus A330-200.
### Military and government
Versions of the 767 serve in a number of military and government applications, with responsibilities ranging from airborne surveillance and refueling to cargo and VIP transport. Several military 767s have been derived from the 767-200ER, the longest-range version of the aircraft.
- Airborne Surveillance Testbed – the Airborne Optical Adjunct (AOA) was modified from the prototype 767-200 for a United States Army program, under a contract signed with the Strategic Air Command in July 1984. Intended to evaluate the feasibility of using airborne optical sensors to detect and track hostile intercontinental ballistic missiles, the modified aircraft first flew on August 21, 1987. Alterations included a large "cupola" or hump on the top of the aircraft from above the cockpit to just behind the trailing edge of the wings, and a pair of ventral fins below the rear fuselage. Inside the cupola was a suite of infrared seekers used for tracking theater ballistic missile launches. The aircraft was later renamed as the Airborne Surveillance Testbed (AST). Following the end of the AST program in 2002, the aircraft was retired for scrapping.
- E-767 – the Airborne Early Warning and Control (AWACS) platform for the Japan Self-Defense Forces; it is essentially the Boeing E-3 Sentry mission package on a 767-200ER platform. E-767 modifications, completed on 767-200ERs flown from the Everett factory to Boeing Integrated Defense Systems in Wichita, Kansas, include strengthening to accommodate a dorsal surveillance radar system, engine nacelle alterations, as well as electrical and interior changes. Japan operates four E-767s. The first E-767s were delivered in March 1998.
- KC-767 Tanker Transport – the 767-200ER-based aerial refueling platform operated by the Italian Air Force (Aeronautica Militare), and the Japan Self-Defense Forces. Modifications conducted by Boeing Integrated Defense Systems include the addition of a fly-by-wire refueling boom, strengthened flaps, and optional auxiliary fuel tanks, as well as structural reinforcement and modified avionics. The four KC-767Js ordered by Japan have been delivered. The Aeronautica Militare received the first of its four KC-767As in January 2011.
- KC-767 Advanced Tanker – the 767-200ER-based aerial tanker developed for the USAF KC-X tanker competition. It is an updated version of the KC-767, originally selected as the USAF's new tanker aircraft in 2003, designated KC-767A, and then dropped amid conflict of interest allegations. The KC-767 Advanced Tanker is derived from studies for a longer-range cargo version of the 767-200ER, and features a fly-by-wire refueling boom, a remote vision refueling system, and a 767-400ER-based flight deck with LCD screens and head-up displays.
- KC-46 - a 767-based tanker, not derived from the KC-767, awarded as part of the KC-X contract for the USAF.
- Tanker conversions – the 767 MMTT or Multi-Mission Tanker Transport is a 767-200ER-based aircraft operated by the Colombian Air Force (Fuerza Aérea Colombiana) and modified by Israel Aerospace Industries. In 2013, the Brazilian Air Force ordered two 767-300ER tanker conversions from IAI for its KC-X2 program.
- E-10 MC2A - the Northrop Grumman E-10 was to be a 767-400ER-based replacement for the USAF's 707-based E-3 Sentry AWACS, Northrop Grumman E-8 Joint STARS, and RC-135 SIGINT aircraft. The E-10 would have included an all-new AWACS system, with a powerful active electronically scanned array (AESA) that was also capable of jamming enemy aircraft or missiles. One 767-400ER aircraft was built as a testbed for systems integration, but the program was terminated in January 2009 and the prototype was later sold to Bahrain as a VIP transport.
### Undeveloped variants
#### 767-X
In 1986, Boeing announced plans for a partial double-deck Boeing 767 design. The aircraft would have combined the Boeing 767-300 with a Boeing 757 cross section mounted over the rear fuselage. The Boeing 767-X would have also featured extended wings and a wider cabin. The 767-X did not get enough interest from airlines to launch and the model was shelved in 1988 in favor of the Boeing 777.
#### 767-400ERX
In March 2000, Boeing was to launch the 259-seat 767-400ERX with an initial order for three from Kenya Airways with deliveries planned for 2004, as it was proposed to Lauda Air. Increased gross weight and a tailplane fuel tank would have boosted its range by 1,110 to 12,025 km (600 to 6,490 nmi; 690 to 7,470 mi), and GE could offer its 65,000–68,000 lbf (290–300 kN) CF6-80C2/G2. Rolls-Royce offered its 68,000–72,000 lbf (300–320 kN) Trent 600 for the 767-400ERX and the Boeing 747X.
Offered in July, the longer-range -400ERX would have a strengthened wing, fuselage and landing gear for a 15,000 lb (6.8 t) higher MTOW, up to 465,000 lb (210.92 t). Thrust would rise to 72,000 lbf (320 kN) for better takeoff performance, with the Trent 600 or the General Electric/Pratt & Whitney Engine Alliance GP7172, also offered on the 747X. Range would increase by 525 nmi (950 km; 604 mi) to 6,150 nmi (11,390 km; 7,080 mi), with an additional fuel tank of 2,145 U.S. gallons (8,120 L) in the horizontal tail. The 767-400ERX would offer the capacity of the Airbus A330-200 with 3% lower fuel burn and costs. Boeing cancelled the variant development in 2001. Kenya Airways then switched its order to the 777-200ER.
## Operators
In July 2018, 742 aircraft were in airline service: 73 -200s, 632 -300, and 37 -400ER with 65 -300F on order; the largest operators are Delta Air Lines (77), FedEx (60; largest cargo operator), UPS Airlines (59), United Airlines (51), Japan Airlines (35), All Nippon Airways (34). The type's competitors included the Airbus A300 and A310.
The largest 767 customers by orders placed are FedEx Express (150), Delta Air Lines (117), All Nippon Airways (96), American Airlines (88), and United Airlines (82). Delta and United are the only customers of all -200, -300, and -400ER passenger variants. In July 2015, FedEx placed a firm order for 50 Boeing 767 freighters with deliveries from 2018 to 2023.
### Orders and deliveries
Boeing 767 orders and deliveries (cumulative, by year):
- Data as of July 2023.
### Model summary
- Data as of July 2023.
## Accidents and incidents
As of February 2019, the Boeing 767 has been in 60 aviation occurrences, including 19 hull-loss accidents. Seven fatal crashes, including three hijackings, have resulted in a total of 854 occupant fatalities.
### Fatal accidents
The airliner's first fatal crash, Lauda Air Flight 004, occurred near Bangkok on May 26, 1991, following the in-flight deployment of the left engine thrust reverser on a 767-300ER; none of the 223 aboard survived; as a result of this accident all 767 thrust reversers were deactivated until a redesign was implemented. Investigators determined that an electronically controlled valve, common to late-model Boeing aircraft, was to blame. A new locking device was installed on all affected jetliners, including 767s.
On October 31, 1999, EgyptAir Flight 990, a 767-300ER, crashed off Nantucket, Massachusetts, in international waters killing all 217 people on board. The United States National Transportation Safety Board (NTSB) concluded "not determined", but determined the probable cause to be a deliberate action by the first officer; Egypt disputed this conclusion.
On April 15, 2002, Air China Flight 129, a 767-200ER, crashed into a hill amid inclement weather while trying to land at Gimhae International Airport in Busan, South Korea. The crash resulted in the death of 129 of the 166 people on board, and the cause was attributed to pilot error.
On February 23, 2019, Atlas Air Flight 3591, a Boeing 767-300ERF air freighter operating for Amazon Air, crashed into Trinity Bay near Houston, Texas, while on descent into George Bush Intercontinental Airport; both pilots and the single passenger were killed. The cause was attributed to pilot error and spatial disorientation.
### Hijackings
The 767 has been involved in six hijackings, three resulting in loss of life, for a combined total of 282 occupant fatalities. On November 23, 1996, Ethiopian Airlines Flight 961, a 767-200ER, was hijacked and crash-landed in the Indian Ocean near the Comoro Islands after running out of fuel, killing 125 out of the 175 persons on board; this was a rare example of occupants surviving a land-based aircraft ditching on water. Two 767s were involved in the September 11 attacks on the World Trade Center in 2001, resulting in the collapse of its two main towers. American Airlines Flight 11, a 767-200ER, crashed into the North Tower, killing all 92 people on board, and United Airlines Flight 175, a 767-200, crashed into the South Tower, with the death of all 65 on board. In addition, more than 2,600 people were killed in the towers or on the ground. A failed 2001 shoe bomb attempt that December involved an American Airlines 767-300ER.
### Hull losses
On November 1, 2011, LOT Polish Airlines Flight 16, a 767-300ER, safely landed at Warsaw Chopin Airport in Warsaw, Poland after a mechanical failure of the landing gear forced an emergency landing with the landing gear retracted. There were no injuries, but the aircraft involved was damaged and subsequently written off. At the time of the incident, aviation analysts speculated that it may have been the first instance of a complete landing gear failure in the 767's service history. Subsequent investigation determined that while a damaged hose had disabled the aircraft's primary landing gear extension system, an otherwise functional backup system was inoperative due to an accidentally deactivated circuit breaker.
On October 28, 2016, American Airlines Flight 383, a 767-300ER with 161 passengers and 9 crew members, aborted takeoff at Chicago O'Hare Airport following an uncontained failure of the right GE CF6-80C2 engine. The engine failure, which hurled fragments over a considerable distance, caused a fuel leak, resulting in a fire under the right wing. Fire and smoke entered the cabin. All passengers and crew evacuated the aircraft, with 20 passengers and one flight attendant sustaining minor injuries using the evacuation slides.
### Other incidents
The 767's first incident was Air Canada Flight 143, a 767-200, on July 23, 1983. The airplane ran out of fuel in-flight and had to glide with both engines out for almost 43 nautical miles (80 km; 49 mi) to an emergency landing at Gimli, Manitoba, Canada. The pilots used the aircraft's ram air turbine to power the hydraulic systems for aerodynamic control. There were no fatalities and only minor injuries. This aircraft was nicknamed "Gimli Glider" after its landing site. The aircraft, registered C-GAUN, continued flying for Air Canada until its retirement in January 2008.
In January 2014, the U.S. Federal Aviation Administration issued a directive that ordered inspections of the elevators on more than 400 767s beginning in March 2014; the focus was on fasteners and other parts that can fail and cause the elevators to jam. The issue was first identified in 2000 and has been the subject of several Boeing service bulletins. The inspections and repairs are required to be completed within six years. The aircraft has also had multiple occurrences of "uncommanded escape slide inflation" during maintenance or operations, and during flight. In late 2015, the FAA issued a preliminary directive to address the issue.
## Retirement and display
As new 767 variants roll off the assembly line, older series models have been retired and converted to cargo use, stored or scrapped. One complete aircraft, N102DA, is the first 767-200 to operate for Delta Air Lines and the twelfth example built. It was retired from airline service in February 2006 after being repainted back to its original 1982 Delta widget livery and given a farewell tour. It was then put on display at the Delta Flight Museum in the Delta corporate campus at the edge of Hartsfield–Jackson Atlanta International Airport. "The Spirit of Delta" is on public display as of 2022.
In 2013 a Brazilian entrepreneur purchased a 767-200 that had operated for the now-defunct carrier Transbrasil under the registration PT-TAC. The aircraft, which was sold at a bankruptcy auction, was placed on outdoor display in Taguatinga as part of a proposed commercial development. As of 2019, however, the development has not come to fruition. The aircraft is devoid of engines or landing gear, has deteriorated due to weather exposure and acts of vandalism, but remains publicly accessible to view.
## Specifications
## See also |
9,975,302 | Tricholoma pardinum | 1,122,812,294 | Species of agaric fungus endemic to North America, Europe, and parts of Asia | [
"Fungi described in 1801",
"Fungi found in fairy rings",
"Fungi of Asia",
"Fungi of Europe",
"Fungi of North America",
"Poisonous fungi",
"Taxa named by Christiaan Hendrik Persoon",
"Tricholoma"
]
| Tricholoma pardinum, commonly known as spotted tricholoma, tiger tricholoma, tigertop, leopard knight, or dirty trich, is a gilled mushroom widely distributed across North America, Europe, and parts of Asia. It is generally found in beech woodland in summer and autumn. Two subspecies have been described from southern Europe. First officially described by Christiaan Hendrik Persoon in 1801, T. pardinum has had a confusing taxonomic history that extends over two centuries. In 1762, German naturalist Jacob Christian Schäffer described the species Agaricus tigrinus with an illustration corresponding to what is thought to be T. pardinum, and consequently, the name Tricholoma tigrinum has been used erroneously in some European field guides.
The fruit body of Tricholoma pardinum is an imposing mushroom with a pale grey cap up to 15 cm (6 in) in diameter that is covered with dark brownish to greyish scales. The gills are whitish, and are not attached to the stout white to pale grey-brown stalk. The spore print is white. One of the more toxic members of the genus Tricholoma, the species has been implicated in a number of episodes of mushroom poisoning, probably because it is a large, attractive mushroom with a pleasant smell and taste, and it bears a superficial resemblance to several edible species, like Tricholoma terreum. Ingesting T. pardinum—even in small quantities—results in a severe, persistent gastroenteritis caused by an unknown mycotoxin.
## Taxonomy
The German naturalist Jacob Christian Schäffer published Fungorum qui in Bavaria et Palatinatu circa Ratisbonam nascuntur Icones in 1762, in which he described a mushroom he called Agaricus tigrinus. The illustration accompanying the name fits what we now know as Tricholoma pardinum; the description is less clear. Elias Magnus Fries used the name Agaricus tigrinus in his 1821 work Systema Mycologicum, in accordance with Bulliard's 1782 description, which now corresponds with Lentinus tigrinus. Christiaan Hendrik Persoon described this species as Agaricus myomyces var. pardinus in 1801, but queried whether it was a distinct species. In his 1838 work Epicrisis systematis mycologici: seu synopsis hymenomycetum, Fries assigned a different fungus again to the binomial name and linked it to Schäffer's 1762 description. French mycologist Lucien Quélet reclassified it as a species in 1873, giving it its current binomial name. Italian mycologist Alfredo Riva has noted that Swiss mycologist Louis Secretan provided a description forty years before Quélet, in his 1833 work Mycographie Suisse, and queried why it was ignored. He has proposed the fungus be written as Tricholoma pardinum (Secr.) Quél. Secretan's works are generally not recognised for nomenclatural purposes because he did not use binomial nomenclature consistently.
There has been confusion over which scientific name to use for over two hundred years. Tricholoma tigrinum has been used in some European field guides, but has been applied in error to this species. The uncertainty was such that Czech mycologists Josef Herink and František Kotlaba suggested in 1967 that both are incorrect and proposed the new name T. pardalotum.
Tricholoma pardinum lies within the subgenus Pardinicutis of Tricholoma, a grouping of similar species characterised by greyish, brownish, or pallid caps that are woolly or covered in small scales, spores with a length between eight and eleven micrometres, and abundant clamp connections in the hyphae. Molecular analyses suggest that T. pardinum is closely related to T. huronense, T. mutabile, and T. venenatum. Tricholoma pardinum var. filamentosum is an uncommon variety, described in 1983 by Carlo Luciano Alessio, which produces mushrooms with more fibrillose caps and stalks than the typical variety. It is found in southern Europe, where it associates with chestnut and spruce trees. Another variety has been described as T. pardinum var. unguentatum, characterised by daintier mushrooms that have a greasy coating on their caps.
The specific epithet pardinum is derived from the Latin pardus "leopard", referring to its mottled or spotted cap. The generic name derives from Greek θρίξ thrix "hair" (GEN τριχός trichos) and λῶμα lōma "hem", "fringe", or "border". Common names include striped tricholoma, spotted tricholoma, tiger tricholoma, poison trich, leopard knight, and tigertop. Dirty trich was a name coined by author Gary H. Lincoff in response to a publisher's request for a more accessible name than its binomial one for North American guidebooks.
## Description
The fruit body is a medium-sized mushroom, with a cap ranging from 5–15 cm (2–6 in) in diameter. The cap is initially hemispherical before flattening with maturity, and has a broad, shallow umbo. The cap margin is initially curled inwards but uncurls as it matures. The cap surface is silvery-grey and covered with concentrically patterned darker grey, brown or blackish scales that grow paler toward the cap margin, Secretan noting its resemblance to the cap of Sarcodon imbricatus. The gills are free (unattached to the stalk), white and thick, may have a yellow or greenish tint, and may drip water, as may the top of the stalk when broken. With age, the gill edges can become jagged and rough. The gill spacing is rather variable, ranging from distant to crowded; typically, between 100–120 gills extend fully from the stalk to the edge of the cap, with a variable number of lamellulae (shorter gills not extending fully from stalk to cap margin).
The stout stalk may be white, pale grey or pale brown, and is thicker at the base. The texture of the stalk surface ranges from fibrillose (appearing to be made of coarse fibres arranged longitudinally) to more or less smooth, and the stalk base will stain dirty brown to yellow when bruised. It is 3–12 cm (1–4.5 in) high and 1.5–3 cm (0.5–1 in) wide, with the base 2.5–4 cm (1–1.5 in) in diameter, and bruises a dirty yellow. There is no ring or volva. The flesh is whitish and has a pleasant mealy smell and taste. Variety filamentosum has a mealy odour and taste reminiscent of cucumber.
The spore print is white, and the oval to oblong spores are 7.5–9.5 μm long by 5.0–7.0 μm wide. Spores are smooth, hyaline (translucent), nonamyloid, and have a prominent hilum. The basidia (spore-bearing cells) are cylindrical to club shaped, four spored, and measure 39–50 by 8.0–9.6 μm. The cystidia present on the gill edge (cheilocystidia) are thin walled, hyaline, have a short stalk and a spherical apical portion, and measure 29–41 by 12–21 μm; cystidia are absent from the gill face. The cap cuticle ranges in cellular form from a cutis (in which the hyphae are bent over, running parallel to the cap surface) to a trichoderm (with hyphae emerging roughly parallel, like hairs, perpendicular to the cap surface); the hyphae comprising the cuticle are cylindrical, and measure 2.0–9.0 μm wide with a club-shaped tip up to 11 μm wide.
### Similar species
Tricholoma pardinum mushrooms may be confused with several edible grey-capped members of the genus Tricholoma, and some authorities recommend leaving all grey-capped Tricholoma mushrooms for experienced hunters. There are several superficially similar European species that could be mistaken for T. pardinum. The smaller T. terreum lacks a mealy smell and cap scales, is darker and less robust, and has smaller spores measuring 5.0–7.5 by 4.0–5.0 μm. The edible T. argyraceum somewhat resembles T. pardinum—but with finer scales, and gills and bruised parts that yellow with age. Unlike the preferentially montane T. pardinum, these lookalikes tend to fruit at lower elevations. T. atrosquamosum is smaller and darker than T. pardinum, and has a peppery aroma. T. orirubens has fine dark scales and pinkish gills, brittle flesh, and is generally smaller. T. myomyces is smaller than T. pardinum, has a thin, fibrous partial veil on young specimens, and elliptical spores measuring 5.0–6.0 by 3.5–4.0 μm. The edible and highly regarded T. portentosum is of a similar size, though has a uniform grey cap that is never scaled.
In North America, Tricholoma pardinum can be confused with T. nigrum and forms of T. virgatum that have more streaked rather than spotted caps. A form of T. pardinum in North America can be nearly white with pale scales, and may be confused with the whitish edible species T. resplendens. Microscopically, the presence of clamp connections sets T. pardinum apart from most other members of the genus; the similar-looking (though more tan-coloured) T. venenatum also has them. According to Alexander H. Smith, T. huronense is closely related, but can be distinguished from T. pardinum by its narrower gills, its tendency to form drops of reddish liquid on the gills and stalk, and an ash-grey and scaly stalk surface. T. atroviolaceum and T. imbricatum are also similar.
## Distribution and habitat
Tricholoma pardinum is found across Europe, where it is more common in the south. It is abundant in the Jura Mountains in eastern France. The species is found in Belgium and Germany, but has not been recorded from the Netherlands or the British Isles. A historical record from Estonia has been discarded because no herbarium specimens could be found. In Asia, it has been recorded from İzmir Province in southwestern Turkey, China, and Sado Island in Japan. It is found widely across temperate North America, where Santa Cruz County and Sierra Nevada in central California in the west of the continent, and the central Appalachians in the east form the southern limits of its distribution. T. pardinum is commonly associated with conifers in the Rocky Mountains and Pacific Northwest, and with tanoak (Lithocarpus densiflorus) and madrone (Arbutus spp.) in California. The mushroom can be abundant in some years, especially warmer years with higher rainfall, yet missing or rare for several years in between. In Europe, it is found on chalky soil in woodland with beech and fir in summer and autumn, where it prefers areas of some elevation. Although it may be found in groups or fairy rings, it most commonly occurs singly.
## Toxicity
Tricholoma pardinum is one of several poisonous members of the genus Tricholoma; its large size, fleshy appearance, and pleasant smell and taste add to the risk of its being accidentally consumed. It was responsible for more than twenty percent of cases of mushroom poisoning in Switzerland in the first half of the 20th century. Many cases of poisoning arise in the Jura Mountains. Eating it causes highly unpleasant gastrointestinal symptoms of nausea, dizziness, vomiting, and diarrhea. These arise fifteen minutes to two hours after consumption and often persist for several hours; complete recovery usually takes four to six days. Sweating and anxiety may be evident, and disturbance in liver function has been recorded. Cramping may occur in the calves. In one case, seven people and a cat suffered severe symptoms after sharing a meal that contained only two mushroom caps. The toxin, the identity of which is unknown, appears to cause a sudden inflammation of the mucous membranes lining the stomach and intestines.
These symptoms may be severe enough to warrant hospitalisation. Treatment is supportive; antispasmodic medicines may lessen colicky abdominal cramps, and activated charcoal may be administered early on to bind residual toxin. Intravenous fluids may be required if dehydration has been extensive, especially with children and the elderly. Once gastric contents are emptied, metoclopramide may be used in cases of recurrent vomiting.
## See also
- List of North American Tricholoma
- List of Tricholoma species |
4,675,880 | Theodore Komnenos Doukas | 1,165,227,249 | 13th century AD Emperor and Autocrat of the Romans | [
"1180s births",
"1253 deaths",
"13th-century Byzantine people",
"13th-century despots of Epirus",
"Byzantine people of the Byzantine–Bulgarian Wars",
"Byzantine prisoners of war",
"Eastern Orthodox monarchs",
"Emperors of Thessalonica",
"Komnenodoukas dynasty"
]
| Theodore Komnenos Doukas (Greek: Θεόδωρος Κομνηνὸς Δούκας, Theodōros Komnēnos Doukas, Latinized as Theodore Comnenus Ducas, died c. 1253) was the ruler of Epirus and Thessaly from 1215 to 1230 and of Thessalonica and most of Macedonia and western Thrace from 1224 to 1230. He was also the power behind the rule of his sons John and Demetrios over Thessalonica in 1237–1246.
Theodore was the scion of a distinguished Byzantine aristocratic family related to the imperial Komnenos, Doukas, and Angelos dynasties. Nevertheless, nothing is known about Theodore's life before the conquest of Constantinople and dissolution of the Byzantine Empire by the Fourth Crusade in 1204. Following the fall of Constantinople, he served Theodore I Laskaris, founder of the Empire of Nicaea, for a few years before being called to Epirus, where his half-brother Michael I Komnenos Doukas had founded an independent principality. When Michael died in 1215, Theodore sidelined his brother's underage and illegitimate son Michael II and assumed the governance of the Epirote state. Theodore continued his brother's policy of territorial expansion. Allied with Serbia, he expanded into Macedonia, threatening the Latin Kingdom of Thessalonica. The capture of the Latin Emperor Peter II of Courtenay in 1217 opened the way to the gradual envelopment of Thessalonica, culminating in the city's fall in 1224.
As ruler of Thessalonica, Theodore quickly declared himself emperor, challenging the Nicaean emperor John III Doukas Vatatzes's claims to the Byzantine imperial throne. In 1225, he advanced to the outskirts of Constantinople, but his final attack against the seat of the much-reduced Latin Empire was delayed until 1230. In that year, Theodore amassed an army to besiege Constantinople, but then diverted it against Bulgaria, an ambivalent ally which threatened his northern flank. Theodore was defeated and captured at the Battle of Klokotnitsa, and spent the next seven years in captivity. In the meantime, he was succeeded by his brother Manuel. Manuel quickly lost Thrace, most of Macedonia, and Albania to the Bulgarian Emperor John Asen II. Thessalonica itself became a Bulgarian vassal, while in Epirus proper power was seized by Michael II, returning from exile.
Theodore was released in 1237 when his daughter Irene married John Asen II, and quickly managed to regain control of Thessalonica, ousting Manuel. Having been blinded during his captivity and thus disqualified from occupying the throne again, he installed his eldest son John as emperor, but remained the de facto regent of the state. Manuel tried to regain Thessalonica with Nicaean support, but a negotiated settlement was reached which gave him Thessaly and left Thessalonica and its environs to Theodore and John. In 1241, John III Vatatzes invited Theodore to visit Nicaea. He was welcomed and treated with great honour, but was effectively detained there until the spring of next year, when Vatatzes marched on Thessalonica with Theodore in tow. Theodore was sent in to negotiate with his son and convince him to accept demotion to the rank of Despot and to recognize the suzerainty of Nicaea. John died in 1244 and was succeeded by Theodore's younger son Demetrios. In 1246, Vatatzes overthrew the unpopular Demetrios and annexed Thessalonica. Theodore influenced his nephew Michael II to launch an attack on Thessalonica in 1251, but in 1252, Vatatzes campaigned against them and forced Michael to come to terms. Theodore was taken prisoner and sent into exile in Nicaea, where he died around 1253.
## Early life and career
Born between 1180 and 1185, Theodore was a son of the sebastokrator John Doukas and of Zoe Doukaina. His paternal grandparents were Constantine Angelos and Theodora, a daughter of the Byzantine emperor Alexios I Komnenos (r. 1081–1118). Theodore's uncle, Andronikos, was the father of the emperors Isaac II Angelos (r. 1185–1195, 1203–1204) and Alexios III Angelos (r. 1195–1203), who were Theodore's first cousins. As with most members of his family, he preferred to use the surname of "Doukas" or "Komnenos Doukas" (Κομνηνὸς ὁ Δούκας); contemporaries variously called him "Doukas", "Komnenos", or even "Grand Komnenos" (μέγας Κομνηνός), an appellation more usually found among the ruling family of the Empire of Trebizond. Theodore evidently preferred to be associated with the more successful dynasties of the Doukai and the Komnenoi, rather than the disastrous reign of the Angeloi; indeed the only medieval writers to call him "Angelos" were the later, hostile pro-Palaiologos historians Nikephoros Gregoras and Theodore Skoutariotes, while George Akropolites refers to him as "Komnenos" until his defeat at Klokotnitsa in 1230 and as "Angelos" after.
Theodore's early life is obscure. After the Fourth Crusade captured Constantinople in 1204, he followed Theodore Laskaris to Asia Minor, where Laskaris founded the Empire of Nicaea. Theodore's service under Laskaris is relatively unknown except for a brief reference in a letter written by the Metropolitan of Corfu, George Bardanes, one of Theodore's apologists. Bardanes writes that Theodore "took many dangers for his sake and wrested many fortresses from the enemies and subdued them to Laskaris' rule", distinguishing himself through his valour and receiving many rewards from the Nicaean ruler. Some modern scholars, such as Karl Hopf and Antoine Bon, have identified a certain Theodore, who appears as "lord of Argos" and was the successor of Leo Sgouros in leading the resistance against the Crusaders in the northwestern Peloponnese after Sgouros' death in 1208, with Theodore Komnenos Doukas. This view has been questioned by Raymond-Joseph Loenertz, who argues that there is no evidence for such an assumption, and that conversely it is well established that Theodore was in Nicaean service at the time.
Around 1210, Theodore was invited by his half-brother Michael I Komnenos Doukas to Epirus, where Michael had founded an independent Greek principality. Michael wanted Theodore's aid, as his only son, the future Michael II Komnenos Doukas, was underage and illegitimate, while Michael's other half-brothers were considered to lack the ability to rule. Laskaris allowed Theodore to leave, but bound him with an oath of allegiance to himself and his heirs. Before going to Epirus, Theodore had married Maria Petraliphaina, with whom he had four children.
## Ruler of Epirus
From 1210 on, Michael I Komnenos Doukas was engaged in territorial expansion, chiefly at the expense of the Latin Kingdom of Thessalonica to his east; after initial reverses, much of Thessaly was conquered. By 1214, Dyrrhachium and Corfu had been recovered from the Latins as well. The traditional view of historians is that these events marked Michael I's repudiation of the allegiance he had sworn to the Latin Empire, but historian Filip Van Tricht argues that both Michael and later Theodore remained, at least in theory, vassals of the Latin Empire until 1217. Michael was assassinated by a servant in late 1214 or in 1215. As Michael II was illegitimate and too young, Theodore had no trouble in sidelining the boy. According to the hagiography of St. Theodora of Arta, the boy and his mother spent the duration of Theodore's reign exiled in the Peloponnese.
### Relations with Serbia and Nicaea
Theodore was capable and extremely ambitious. Notwithstanding his oath to Laskaris, he aspired not only to expand his state at the expense of Thessalonica, but to eventually recover Constantinople and revive the Byzantine Empire with himself as its ruler. To secure his northern flank, Theodore allied himself with Serbia and the Albanian clans. The Principality of Arbanon had already come in the Epirote political orbit under Michael I, and closer ties developed when its ruler, Demetrios, died in 1215, leaving his principality to his widow, who promptly remarried the next year to a Greek magnate, Gregory Kamonas. Against the Serbs, Theodore abandoned Michael I's attempt to pursue a northward expansion into Zeta, and instead pursued an alliance with the Serbian prince Stefan II Nemanjić (r. 1196–1228) that was directed towards keeping the Bulgarians in check. The ties between Epirus and Serbia were solidified by the marriage of Theodore's brother Manuel Komnenos Doukas to one of Stefan II's sisters c. 1216. Stefan II then sought to wed one of his sons—in all likelihood his eldest son and heir, Stefan Radoslav—to Michael I's second daughter Theodora. The Archbishop of Ohrid, Demetrios Chomatianos, refused to sanction the marriage due to consanguinity—Theodora was a second cousin of Stefan Radoslav's mother, Eudokia Angelina, a daughter of Alexios III Angelos. In 1217, Stefan II tried to circumvent this by suggesting himself as the groom to Theodora's half-sister Maria, but Chomatianos vetoed this proposal as well on similar grounds. Finally, Stefan Radoslav married Theodore's firstborn daughter Anna in winter 1219/20.
With his position thus strengthened, Theodore expanded his territory into northern Macedonia, although it is possible that at least part of this region had already been captured by Michael I after the death of the local Bulgarian ruler Strez in 1214. It is unclear to what extent Theodore's expansion involved direct conflict with the Bulgarian Tsar Boril (r. 1207–1218), but by 1217 he held Ohrid, Prilep, and most of the plain of Pelagonia, at least up to Strez's old capital at Prosek, and likely beyond, approaching the Strymon River. As the Greek historian Konstantinos Varzos has noted, the capture of Ohrid, seat of the eponymous archbishopric, was particularly important for the standing of the Epirote state and Theodore's aspirations. Theodore sponsored the election of the distinguished canonist Chomatianos to the archiepiscopal throne in 1217, and Chomatianos would repay that support with his steadfast championing of Epirote claims to the Byzantine imperial inheritance vis-à-vis the rival claims of Nicaea.
Following the Fourth Crusade, the Orthodox clergy in the two main Greek states, Epirus and Nicaea, had effectively become separated. In 1208, the Nicaeans had convened a synod and elected Michael Autoreianos as successor to the vacant see of the Patriarch of Constantinople. The election was uncanonical and therefore of questionable legitimacy. This in turn meant that Laskaris' imperial title was also open to challenge, as he had been crowned by the same Michael Autoreianos. Already under Michael I, two local synods of bishops had emerged in the Epirote domains to carry on administration of the Church, largely independent of the Patriarch, one at Naupaktos under John Apokaukos, and one at Ohrid under Chomatianos. The more ambitious Chomatianos soon became the pre-eminent "western" bishop, and sought to strengthen the de facto Epirote autonomy in ecclesiastical affairs, including the appointment of bishops for the local sees without the Patriarch's interference. This policy, which dovetailed with Theodore's own ambitions of independence from and rivalry towards Nicaea, brought the two branches of the Greek Church to an open quarrel, as the Nicaea-based patriarch Manuel I Sarantenos began appointing bishops of his own to Epirote sees, whom the Epirotes refused to accept. Despite his close ties to Epirus, Stefan II Nemanjić exploited the Epirote–Nicaean rivalry to his advantage to secure autocephaly for the Serbian Church, which traditionally had been under the jurisdiction of the Archbishop of Ohrid. Brushing aside Chomatianos' vehement objections, Stefan managed to have his brother Rastko, renamed Sava, consecrated by Manuel Sarantenos as autocephalous archbishop of Serbia in 1219. Theodore took care not to let the quarrels of the churchmen affect his cordial relations with the Serbian ruler.
Theodore's drive into Macedonia disquieted another local strongman, Alexius Slav, ruler of Melnik. A sworn enemy of Boril, Alexius had been abandoned by his erstwhile ally, the Latin Emperor, Henry of Flanders (r. 1205–1216), who in 1213 allied himself with Bulgaria. Facing a possible attack by Theodore as well, Alexius now preferred to make common cause with him, and married a niece of Theodore's wife.
### Capture of Peter of Courtenay
The Epirote successes in Macedonia worried the Latins, as they opened the way to another attack on Thessalonica. The Kingdom of Thessalonica had been much weakened after the death of its founder, Boniface of Montferrat, in 1207, since which it had been ruled by a regency for his underage son Demetrius (r. 1207–1224). Interrupting a campaign against the Nicaeans in Asia Minor, Henry of Flanders hastened to Thessalonica. He took up contact with Boril and was preparing to march against Theodore when he suddenly died on 11 June 1216, probably of malaria, although poisoning by his second wife Maria of Bulgaria has also been suggested. The death of the warlike Henry, followed by that of Pope Innocent III, the instigator of the Fourth Crusade, a month later, was a major stroke of good fortune for Theodore as it removed two of his most eminent and capable opponents.
The barons of the Latin Empire then elected Peter II of Courtenay, a cousin of King Philip II Augustus of France, as the new Latin Emperor. Receiving news of his election, Peter assembled a small army of 160 knights and 5,500 foot and horse, and set out from France. After being crowned by Pope Honorius III in Rome, he set sail from Brindisi in April 1217. Peter landed at Dyrrhachium, which he had promised to conquer and return to Venice, while his wife Yolanda of Flanders sailed on to Constantinople. As in the Norman invasion of William II of Sicily (r. 1166–1189) in 1185, Peter intended (after capturing Dyrrhachium) to follow the ancient Via Egnatia to Thessalonica, wresting Albania and Macedonia from Epirote control in the process.
The commonly accepted version of events is that Dyrrhachium resisted with success, and as his casualties mounted Peter was forced to raise the siege and start his march towards Thessalonica. The march proved difficult, due to both the harsh terrain and the open hostility of the local population—the Western sources (the Annales Ceccanenses, Richard of San Germano, Philippe Mouskes, and the continuator of Robert of Auxerre) also stress the loyalty of the local Albanian population to Theodore. After a few days, Theodore with his army confronted Peter. Theodore requested talks with the papal legate, Giovanni Colonna, whom he assured of his goodwill and support. Western sources claim that Theodore offered to recognize the primacy of the Catholic Church and the suzerainty of the Latin Empire—as well as to support Peter in his planned participation in the Fifth Crusade—and offered the Latins food and guides through the mountains. Peter was glad to receive this unexpected help, and an agreement between the two was concluded. As soon as the Latins let their guard down, Theodore fell upon them. Peter of Courtenay, Colonna, the Latin Bishop of Salona, Count William I of Sancerre, and many Latin nobles were taken captive, while Peter's army scattered into small roving bands trying to survive. Akropolites, the chronicler Ephraim, and some Western sources on the other hand claim that Dyrrhachium was captured, and are followed by some modern scholars, including the Greek I. D. Romanos and the French Alain Ducellier. According to this view, Theodore offered to acknowledge Peter's suzerainty after the city's fall, only to treacherously ambush and defeat him. As the historian John Van Antwerp Fine remarks, "it is not important which version is correct"; the outcome was the same, and if lost, Dyrrhachium was quickly retaken after Peter's capture.
According to Philip Van Tricht, Theodore's actions were motivated by several factors, which led him to regard Peter as a threat to himself and his principality. Peter's attempt to return Dyrrhachium to Venice, even if it had failed for the moment, boded ill for the future. Peter's recognition of the rights of Demetrius' half-brother William VI of Montferrat over Thessalonica opened the way for William to take power there, and Theodore was loath to see Thessalonica—whose rulers still claimed suzerainty over Epirus—strengthened, particularly given the presence of his exiled nephew Michael II in the court of the Latin Principality of Achaea. At the same time, Theodore and his court resented the increased papal interference in Greek affairs, especially in the aftermath of the mission of Cardinal Pelagius, the previous papal legate to Constantinople, whose actions had deepened the rift between Greeks and Latins further.
### Wars with the Latins and the capture of Thessalonica
Whatever the true course of events, Theodore's unexpected victory echoed throughout the Greek world, and greatly enhanced his standing; even the usually hostile Akropolites was forced to admit in his history that this feat was "of great help to the Romans". Conversely it dismayed Pope Honorius, who sent letters to the Latin princes of Greece as well as the Doge of Venice and Peter of Courtenay's son-in-law King Andrew II of Hungary (r. 1205–1235), urging them to engage themselves to secure the release of Peter and Colonna. He even wrote to Andrew and the French bishops to call for a crusade against Theodore, with which he also threatened Theodore in a letter. With the first contingents for the crusade assembling at Ancona in late 1217, and the Venetians eager to profit from the crusade to recover Dyrrhachium, the pressure bore fruit: in March 1218, Colonna was released, with Theodore offering his apologies and assurances of loyalty to the Pope. Honorius then changed his policy to the point of forbidding the Doge of Venice to harm Theodore in the slightest, hoping thereby to secure the release of more prisoners. Although some of the lesser barons were freed, Peter and many of the most senior lords remained in captivity until their death. It is unknown when Peter of Courtenay died, but this was probably before September 1219.
The capture of Peter of Courtenay left both major Latin states in northern Greece, Thessalonica and Constantinople, in the hands of female regents. Before arriving in Constantinople, where she gave birth to Peter's posthumous son, Baldwin II (r. 1228–1261), Yolanda had stopped at the Peloponnese. There she quickly came to appreciate the wealth and strength of the Principality of Achaea, and arranged the marriage of her daughter Agnes to the principality's heir, Geoffrey II of Villehardouin (r. c. 1229 – 1246). A politically astute ruler, Yolanda also secured her eastern border by offering her daughter Maria of Courtenay in marriage to Theodore Laskaris, who had just been widowed for the second time.
Before launching his final stroke against Thessalonica, Theodore also took care to secure his southern flank, by appointing his brother Constantine Komnenos Doukas as governor in Aetolia and Acarnania. An energetic governor, Constantine not only effectively shielded the Epirote domains from the threat of the Duchy of Athens, but soon recovered Neopatras and Lamia as well. Theodore himself turned his attention to clearing Thessaly of any remaining Latin presence, culminating in the surrender of the great Platamon Castle in 1218. Over the next few years, one by one, Theodore captured the fortresses around Thessalonica itself. Platamon controlled the entrance to the Thermaic Gulf, and with the surrender of Serres in late 1221, Theodore cut the land connection between Constantinople and Thessalonica as well. Thessalonica was left thereby, in the words of John Fine, "more or less an island in the midst of Theodore's possessions".
As the fall of Thessalonica appeared imminent, Pope Honorius excommunicated Theodore, ordered an embargo on horses, troops, and supplies from the Adriatic ports, and sent letters to Constantinople urging assistance to Demetrius. Demetrius himself went to Italy to seek aid, being received by the Pope in Rome in March 1222 and by Emperor Frederick II (r. 1220–1250) soon after. A crusade was proclaimed against Theodore, and troops began to gather in Italy. In the meantime, the Latin Empire, now under Robert of Courtenay (r. 1221–1228), was once more embroiled in warfare with Nicaea as it supported Laskaris' brothers in their challenge against the new Nicaean emperor, John III Doukas Vatatzes (r. 1222–1254). The first detachments of the assembling crusade, under Count Oberto II of Biandrate, arrived at Thessalonica in summer 1222 and joined the de facto regent, Guy Pallavicini. Theodore now hastened his move against Thessalonica. After preliminary operations in late 1222, in early 1223 he laid siege to the city. Honorius excommunicated him again, and redoubled his effort to promote the crusade, which had come to a standstill in the meantime. At the Pope's urging, Venice and Emperor Frederick promised aid. Robert of Courtenay also pledged to assist, while Honorius called upon the Latin princes of southern Greece to join in the effort. The crusade finally assembled at Brindisi in March 1224. In his instructions to his legate, however, Honorius did not rule out the possibility of Theodore coming to terms with the Crusaders. True to his word, in April 1224 Robert of Courtenay sent an army to besiege Serres. During the siege, the Latin generals learned of the disastrous defeat of the main Latin army at the hands of John III Doukas Vatatzes at the Battle of Poimanenon. They lifted the siege and hastened back to Constantinople, only to be intercepted by Theodore's men; most of the Latin army were killed or taken prisoner.
This double disaster destroyed the Pope's plans for the crusade, as he had envisaged it to land in Theodore's rear while he was engaged with Robert's army. At the same time, the prospective leader of the crusade, William VI of Montferrat, fell ill. In November, the Pope was forced to postpone the crusade's departure for the next spring. With news of the Latin defeats and the postponement of the crusade, the exhausted defenders of Thessalonica surrendered the city to Theodore sometime in December 1224. The crusade to relieve it sailed in March 1225, and landed in Thessaly at Halmyros. The Crusader army was soon decimated by dysentery, allegedly because the Greeks had poisoned the local water supply. William of Montferrat himself succumbed to it, and the remnants of the army left Greece. Demetrius of Montferrat still hoped to recover his realm with the help of Frederick II, but died in 1227.
## Emperor of Thessalonica
The capture of Thessalonica, traditionally the second city of the Byzantine Empire after Constantinople, was a major stroke against the Latins and greatly boosted Theodore's standing, so much that he now regarded himself as superior to Vatatzes, and openly claimed the Byzantine imperial title by putting on the purple boots reserved to the emperor. Indeed, one of his major supporters, the eminent Metropolitan of Naupaktos, John Apokaukos, in a letter to the Patriarch in 1222 declared that the Epirotes already regarded Theodore as their "God-sent regent and emperor", and later wrote to Theodore's wife expressing the hope that he might be able to assist at their imperial coronation at Thessalonica.
### Coronation controversy with Nicaea
According to Byzantine custom, the coronation of an emperor could only take place in Constantinople and be performed by the Patriarch; yet Constantinople was still in Latin hands, and the Patriarch (now Germanus II, 1223–1240) resided in Nicaea. Theodore thus turned to the Metropolitan of Thessalonica, Constantine Mesopotamites, whom he had just restored to his see after removing the Latin prelate. Mesopotamites however recognized the Patriarch at Nicaea as legitimate, and steadfastly refused to perform the rite, despite pressure from Theodore, his brother Constantine, and John Apokaukos. Rather than submit, he preferred to return to exile. In response, in March 1225 Theodore convened a council of the bishops of his domains at Arta, chaired by Apokaukos. The council approved a declaration, composed by Apokaukos, which extolled Theodore's achievements against the Latins and Bulgarians, his liberation of Greek lands, eviction of Catholic priests and restoration of Orthodox bishops, and his imperial descent, and declared that the council recognized only him as emperor. Armed with this declaration, Theodore had the loyal Archbishop of Ohrid, Demetrios Chomatianos, perform the coronation instead.
Although Theodore appears to have assumed, and was addressed by, the imperial title almost immediately after the capture of Thessalonica, the date of his actual coronation is unknown. The French scholar Lucien Stiernon places it in the period between June 1227 and April 1228, but the Greek Apostolos D. Karpozilos rejects this, reasoning that Theodore had no obvious reason to delay his coronation for so long, and suggested that he was crowned in 1225, immediately after the council of Arta. Eleni Bees-Seferli on the other hand, based on the letters of Apokaukos, suggests a date between 3 April and August 1227, while Alkmini Stavridou-Zafraka has narrowed the date down to 29 May 1227.
As befitted a Byzantine emperor, Theodore began setting up a court at his new capital, and dispensed the usual court titles to his relatives and followers. Not much is known about the men that staffed Theodore's regime; most of the available information comes from the writings of Chomatianos. Theodore's brothers Manuel and Constantine were raised to the rank of Despot, the long-serving John Plytos became panhypersebastos and mesazon (chief minister), and a number of scions of old Byzantine aristocratic families, who had sought refuge in Epirus, were appointed as provincial governors alongside members of the local aristocracy. The title of doux was used, but unlike earlier times these were mostly civilian governors with little military authority. Theodore awarded titles with such largesse that formerly exclusive titles such as sebastos or megalodoxotatos were devalued and came to be held by city notables. His Nicaean rivals, notably Akropolites, mocked him for the haphazard way in which the titles were used and awarded, ignoring the old customs of Constantinople, as if he were "a Bulgarian or rather a barbarian". To secure his new capital, Theodore instituted a guard of "Tzakones" under a kastrophylax.
John Vatatzes initially reacted to Theodore's proclamation as emperor by offering to recognize him as a sort of viceroy in his lands, but Theodore rejected this and publicly assumed the full titulature of the Byzantine emperors, as "basileus and autokrator of the Romans". Theodore's coronation deepened the rift between the western Greeks and Nicaea, which once again was expressed in the ecclesiastic sphere. At first, the Nicaeans tried to limit the blame to Chomatianos: though writing respectfully of Theodore himself, Patriarch Germanus II expressed his indignation at the presumption of Chomatianos in usurping the patriarchal privilege of crowning an emperor, while Chomatianos claimed that, as the successor of the ancient see of Justiniana Prima, he was an independent prelate and had the authority to do so.
In 1227, a synod of Epirote bishops in Arta tried to find a compromise, acknowledging the overall authority of the Patriarch at Nicaea but requesting administrative autonomy, i.e. the right for Theodore to appoint bishops in his domains. They gave the Patriarch three months to reply, and suggested that if he did not heed their proposals, they might be forced to recognize the supremacy of the Pope instead. Germanus replied by having the patriarchal synod condemn Theodore's assumption of the imperial title. The conflict escalated when Germanus appointed his own candidate to the vacant see of Dyrrhachium. Theodore expelled the bishop, and the Epirote synod instead elected a friend of Chomatianos, Constantine Kabasilas, as the bishop. Germanus now attacked Theodore directly. In response, George Bardanes composed a letter to Germanus, which insisted on Epirote ecclesiastical autonomy and challenged the very legality of Germanus' claims to the patriarchate. The result was a full schism between the Nicaean and Epirote churches that lasted until 1232/33.
### Expansion into Thrace
Following Theodore's coronation, there were four rulers who claimed the imperial title and vied for control of Constantinople: Theodore, the Latin Emperor, Robert of Courtenay, John III Doukas Vatatzes of Nicaea, and the young but ambitious John Asen II (r. 1218–1241) of Bulgaria. The Latin Empire was a shadow of its former strength: following Poimanenon, the Latins had lost most of their territories in Asia, while in Europe, it was soon reduced to the environs of Constantinople itself. Already in 1224, or at least in 1225, Theodore captured Chalcidice with Mount Athos, and in spring 1225, he advanced through eastern Macedonia and western Thrace, seizing Christopolis, Xanthi, Gratianopolis, Mosynopolis and Didymoteicho. In an attempt to pre-empt him and block his advance onto Constantinople, the Nicaeans had answered the summons of the inhabitants of Adrianople and taken over the city from the Latins. Theodore however crossed the Evros River and blockaded the city, until it agreed to surrender. The Nicaean army, under the protostrator John Ises and John Kammytzes, was allowed to withdraw unmolested to Asia with ships provided by Theodore.
The capture of Adrianople opened the path to Constantinople for Theodore. In order to secure his northern flank, he concluded an alliance with John Asen, sealed by the (second) marriage of his brother Manuel to Maria, an illegitimate daughter of Asen. At the same time, the Latins turned to Nicaea and concluded a peace treaty in exchange for further territorial concessions. This pact too was sealed by a marriage, of Theodore Laskaris' daughter Eudokia to the Latin baron Anseau de Cayeux. In the same summer of 1225, Theodore led his army to the environs of Constantinople, reaching the towns of Bizye and Vrysis. Anseau de Cayeux, leading the Latin army, was heavily wounded in the clashes, but Constantinople itself was not attacked. Not only was Theodore unprepared for a siege against the mighty Theodosian Walls, but news of William of Montferrat's landing at Thessaly forced him to break off operations and return west.
For reasons that are unknown, Theodore did not renew his attack on Constantinople in 1226 or the years thereafter. Instead, he seems to have occupied himself with domestic affairs, as well as taking care to improve relations with Frederick II during the latter's stop-over at Corfu and Cephallonia to lead the Sixth Crusade in 1228. In 1229, he even sent a company of Greek troops to serve under Frederick in Italy. At the same time, Theodore presided over a rupture in relations with Venice, after his governor in Corfu sequestered the cargo of a shipwrecked Venetian ship. Theodore issued an edict on 19 August 1228 prohibiting Venetian merchants from practising commerce in his realm. In January of the same year, Robert of Courtenay died, leaving the throne of the Latin Empire to his eleven-year-old brother, Baldwin II. With a regency taking over the governance of the state, the Latin Empire stood further enfeebled. At this moment, John Asen offered an alliance. Baldwin II would marry his daughter Helena, while John Asen would take over the regency and lend his assistance at repelling Theodore's attacks. The Latin barons viewed the offer with mistrust, as it would offer John Asen every opportunity to take over Constantinople himself; instead, they strung out negotiations, and eventually chose the 80-year-old but energetic John of Brienne (r. 1229–1237) as regent. Although the Bulgarian offer failed, it served to open a rift between Theodore and his nominal ally. In a move clearly directed against John Asen, in September 1228, Theodore agreed to a one-year truce with the Latin Empire's regent, Narjot of Toucy, with the border between the two empires running along a line from Ainos to Vrysis.
## Klokotnitsa and Bulgarian captivity
Finally, in late 1229, Theodore began assembling his forces at Thessalonica—including a contingent of troops sent by Frederick II—for the projected final attack on Constantinople. As his troops marched east in spring 1230, he unexpectedly turned his army north and followed the Evros valley into Bulgaria. Theodore's motives for this sudden change are debated. Contemporary and later historians like Akropolites denounced this as a sign of Theodore's duplicity and treachery. A more likely suggestion is that Theodore, hitherto undefeated in battle, desired to check Bulgarian power and avoid the possibility of the Bulgarians striking in his rear while he was engaged in besieging Constantinople. Although caught by surprise, John Asen II reacted rapidly. Allegedly affixing the text of the broken treaty to one of his spears as a flag, he rallied his troops and met Theodore in battle in April 1230. The ensuing Battle of Klokotnitsa was a crushing victory for the Bulgarian ruler, who took Theodore and many of his officers captive.
In the aftermath of Klokotnitsa, Bulgaria emerged as the mightiest power in the Balkans. Deprived of its energetic ruler, Theodore's empire collapsed: within a few months Thrace, most of Macedonia, and Albania, fell under Bulgarian rule. As John Asen II boasted in an inscription in the Holy Forty Martyrs Church at his capital of Tarnovo, he "occupied all the land from Adrianople to Dyrrhachium, Greek, Serbian, and Albanian alike", although Dyrrhachium itself apparently remained in Greek hands. The Latin Duchy of Philippopolis was also annexed, and Alexius Slav's principality in the Rhodope Mountains was extinguished in the process, with Alexius spending the rest of his life at Asen's court.
Theodore's brother Manuel, who managed to escape from Klokotnitsa, now took over the throne in Thessalonica. His domain was reduced to the environs of the city and his family's core territories in Epirus and Thessaly, as well as Dyrrhachium and Corfu, while his brother Constantine in Aetolia and Acarnania recognized his suzerainty. As a son-in-law of John Asen II, Manuel was allowed to maintain internal autonomy, but to all intents and purposes he was a client of the Bulgarian Tsar. At about the same time, Michael I's bastard son Michael II returned from exile and quickly succeeded, apparently with the support of the local population, in taking over control of Epirus. Manuel was forced to recognize the fait accompli under the pretense that Michael recognized his suzerainty, in token of which Manuel conferred him the title of Despot. In reality Michael was fully independent, and very quickly ceased to acknowledge Manuel's suzerainty; by 1236, he had seized Corfu. In order to preserve some freedom of manoeuvre and counter Asen's attempts to subordinate the Epirote Church to the Bulgarian Church of Tarnovo, Manuel turned to his brother's erstwhile rivals in Nicaea and brought an end to the ecclesiastical schism by acknowledging the legitimacy and superiority of the Nicaea-based Patriarch.
Theodore himself remained in captivity at Tarnovo for seven years. Initially he was treated with honour, but at some point during his captivity he was accused of plotting against John Asen II and blinded as a result. This was the customary Byzantine punishment for treason and means of sidelining potential political rivals. According to a contemporary letter written in Hebrew, Asen initially ordered two Jews to carry out the deed, for Theodore had been persecuting the Jews in his territory and confiscating their wealth to fund his campaigns. Theodore begged to be spared, and they refused to carry out the blinding, whereupon the enraged Tsar had them thrown from a cliff. Finally, in 1237 Theodore was released when Asen, recently widowed, fell in love with Theodore's sole unmarried daughter, Irene. Immediately after the marriage, Theodore was released and allowed to depart Tarnovo to wherever he wished.
## Return to Thessalonica and final years
### Recovery of Thessalonica
As soon as he was set free, Theodore returned to Thessalonica. Lacking any escort or followers, he disguised himself as a beggar in order to enter the city in secret. There he contacted old supporters and favourites, and organized a conspiracy that soon ousted Manuel and took over the city. As Byzantine custom barred him from re-assuming the imperial office due to his blinding, Theodore installed his son John Komnenos Doukas (r. 1237–1244) as emperor (without a coronation ceremony), but remained the real ruler of the empire in his son's name. John himself appears to have been mostly interested in religion, and more inclined to enter a monastery than to become emperor. Theodore had to persuade him that being named emperor was a God-given gift, and that he was indeed the rightful Emperor of the Romans due to his imperial descent.
The deposed Manuel was sent to exile at Attaleia in Asia Minor, while his wife Maria was allowed to return to her father. Despite Theodore's actions and the overthrow of his daughter and son-in-law, Akropolites reports that John Asen II remained favourably disposed towards Theodore due to his passionate love for Irene. Manuel did not remain quiescent in exile; determined to avenge himself, from Attaleia he secured passage through Turkish lands to Nicaea. There John Vatatzes welcomed him and agreed to support him, but not before he secured from Manuel oaths of loyalty to himself. Thus in early 1239 Manuel with six Nicaean ships set sail for Greece, landing near Demetrias in Thessaly. He received widespread support in the province, perhaps even from the local governor, Michael I's son-in-law Constantine Maliasenos, allowing him to raise an army and in a short time occupy Farsala, Larissa, and Platamon. Faced with the option of open civil war, Manuel and Theodore eventually came to terms by dividing the territories of Thessalonica among themselves. Manuel renounced his allegiance to Vatatzes and received Thessaly, John and Theodore kept Thessalonica and the remaining parts of Macedonia as far west as Vodena and Ostrovo, and Constantine was confirmed in his appanage of Aetolia and Acarnania. To further secure their position, both Theodore and Michael concluded treaties with the powerful Prince of Achaea, Geoffrey II of Villehardouin.
### Submission of Thessalonica to Nicaea
Michael II in Epirus was not part of the brothers' agreement, and continued to pursue his own policies independently of his uncles. In 1241, when Manuel died, Michael moved quickly to occupy Thessaly. In June of the same year, John Asen II died, leaving the throne to his seven-year-old son Kaliman (r. 1241–1246). Coupled with the increasingly deteriorating situation of the Latin Empire, this development left John Vatatzes of Nicaea as the pre-eminent ruler of the region, and the obvious candidate for the capture of Constantinople.
Before undertaking any moves against Constantinople, Vatatzes realized the need to settle affairs with Thessalonica, and in particular with Theodore, whose ambition, capability, and machinations he feared. In 1240 or 1241 he therefore issued an invitation, with assurances of safe-conduct, to Theodore to visit Nicaea. Theodore accepted, and was treated with great honours by Vatatzes, who deferred to him as his "uncle" and dined with him at the same table. In reality, Theodore was a prisoner in Nicaea; he was not allowed to leave, and throughout his sojourn in the Nicaean court, preparations were in full swing for a campaign against Thessalonica. In spring 1242, Vatatzes crossed over into Europe at the head of his army, with Theodore accompanying him as an honorary prisoner. Facing no resistance, the Nicaean army and fleet arrived before Thessalonica. The city's garrison and inhabitants resisted with success and the Nicaean army, lacking heavy siege equipment, had to settle for a drawn-out blockade. Soon, however, news arrived of a Mongol invasion of Asia Minor, which forced Vatatzes to break off the campaign and return to Nicaea. Nevertheless, the Nicaean emperor kept this news a secret, and sent Theodore to his son to negotiate. John himself reportedly was willing to surrender the city outright, but his father convinced him to hold out for better terms. In the end, after 40 days of negotiations, John was allowed to keep control of Thessalonica, but renounced his imperial title and accepted Nicaean suzerainty and the title of Despot. Theodore was also allowed to remain at Thessalonica at his son's side.
John ruled as Despot in Thessalonica for two years, until his death in 1244. Theodore himself retired to Vodena, from where he supervised the affairs of state. On John's death he raised his younger son Demetrios Angelos Doukas (r. 1244–1246) in his place, and sent an embassy to Nicaea to announce the succession, as befitted the terms of vassalage agreed in 1242. If John was a religious ascetic, Demetrios was a dissolute youngster who enjoyed partying with his favourites and seducing married women. Although Theodore remained in charge of governance, Demetrios quickly became so unpopular that many leading citizens began viewing direct Nicaean rule with favour.
Things came to a head in autumn 1246, when Kaliman of Bulgaria died, leaving the country in the hands of a regency for his younger brother Michael Asen (r. 1246–1257). Vatatzes quickly attacked Bulgaria, and within three months captured most of Thrace and all of eastern and northern Macedonia, while Michael II of Epirus also took advantage of the opportunity to expand into Albania and northwestern Macedonia. At the close of this campaign in November, as Vatatzes was encamped at Melnik, he was informed of a conspiracy to depose Demetrios and deliver Thessalonica to him in exchange for a chrysobull guaranteeing the traditional rights and privileges of the city. Vatatzes readily granted this, and sent envoys to Demetrios calling for him to appear in person at his camp. Demetrios, suspicious of Vatatzes' intentions, refused, and the Nicaeans marched on Thessalonica. After a few days, the conspirators opened one of the gates to the Nicaean army, and the city was quickly captured. Demetrios was captured and exiled to Lentiana in Bithynia, while Thessalonica and all of Macedonia were placed under the governance of the Grand Domestic Andronikos Palaiologos. Theodore himself, isolated and without power in his refuge at Vodena, apparently remained uninvolved in these events.
### Final throw of the dice and death
With Thessalonica secured, Vatatzes turned to Epirus, offering Michael II a marriage alliance between Michael's eldest son Nikephoros and his own granddaughter Maria. The offer was enthusiastically accepted by Michael's wife, Theodora Petraliphaina (a niece of Theodore's own wife), and the young couple were engaged at Pegae. Michael, who had not abandoned his family's ambitions, remained ambivalent about the Nicaean alliance, and Theodore used his influence over his nephew to turn him against it. Thus, in spring 1251, Michael launched a sudden attack on Thessalonica. The city resisted successfully, and in spring of the next year Vatatzes once more crossed into Europe to campaign against the Komnenoi Doukai. Theodore with Michael had turned to the north, capturing Prilep and Veles, and when they received news of Vatatzes' arrival, they withdrew to Epirus via Kastoria. Vatatzes besieged and captured Theodore's stronghold of Vodena, but soon became bogged down in skirmishing in the area of Kastoria. The stalemate was broken when two Epirote generals, John Glabas and Theodore Petraliphas, defected to the Nicaeans, followed shortly after by the ruler of Kruja, Golem. This forced Michael to come to terms with Vatatzes, ceding the fortresses he had captured as well as his remaining holdings in Macedonia, and reconfirming the marriage alliance with Nicaea. Furthermore, Vatatzes explicitly demanded the handing over of Theodore. The Epirote ambassadors met Vatatzes at Vodena, where they offered Theodore and the young Nikephoros as hostages. The latter was granted the title of Despot and soon allowed to return to Epirus, but Theodore was moved as a prisoner to Asia Minor. He died shortly after, around 1253.
## Assessment
The modern biographer of the Komnenoi, Konstantinos Varzos, described Theodore as an "energetic, resourceful, and exceedingly ambitious statesman, who inherited from his ancestor Alexios I Komnenos his endurance and persistence, but not the latter's intelligence, diplomacy, and ability to adapt". Varzos furthermore points out that despite his great ability, Theodore's ambition to be the one to recover Constantinople and his irreconcilable rivalry with Nicaea actually hampered and delayed the restoration of the Byzantine Empire by several decades.
Theodore's legacy left a lasting mark on the political worldview of the western Greeks: Byzantinist Donald Nicol remarks that "the memory of Theodore Doukas's victories and of his title to the Byzantine crown lived on in northern Greece and in the hearts of his descendants for many years to come". Michael II continued his uncle's rivalry with Nicaea, further delaying the recovery of Constantinople, and even after the restoration of the Byzantine Empire by Nicaea in 1261, the rulers of Epirus would continue to challenge the revived empire and uphold their own claim to the Byzantine throne.
## Family
By his wife Maria Petraliphaina, Theodore had four children:
1. Anna Angelina Komnene Doukaina, who married King Stefan Radoslav of Serbia
2. John Komnenos Doukas, who became Emperor of Thessalonica in 1237
3. Irene Komnene Doukaina, who married John Asen II
4. Demetrios Angelos Doukas, who succeeded as ruler of Thessalonica in 1244 |
1,628,688 | SMS Von der Tann | 1,172,955,245 | Battlecruiser of the German Imperial Navy | [
"1909 ships",
"Battlecruisers of the Imperial German Navy",
"Maritime incidents in 1919",
"Ships built in Hamburg",
"World War I battlecruisers of Germany",
"World War I warships scuttled at Scapa Flow"
]
| SMS Von der Tann was the first battlecruiser built for the German Kaiserliche Marine, as well as Germany's first major turbine-powered warship. At the time of her construction, Von der Tann was the fastest dreadnought-type warship afloat, capable of reaching speeds in excess of 27 knots (50 km/h; 31 mph). She was designed in response to the British Invincible class. While the German design had slightly lighter guns—28 cm (11 in), compared to the 30.5 cm (12 in) Mark X mounted on the British ships—Von der Tann was faster and significantly better-armored. She set the precedent of German battlecruisers carrying much heavier armor than their British equivalents, albeit at the cost of smaller guns.
Von der Tann participated in a number of fleet actions during the First World War, including several bombardments of the English coast. She was present at the Battle of Jutland, where she destroyed the British battlecruiser HMS Indefatigable in the opening minutes of the engagement. Von der Tann was hit several times by large-caliber shells during the battle, and at one point in the engagement, the ship had all of her main battery guns out of action either due to damage or malfunction. Nevertheless, the damage was quickly repaired and the ship returned to the fleet in two months.
Following the end of the war in November 1918, Von der Tann, along with most of the High Seas Fleet, was interned at Scapa Flow pending a decision by the Allies as to the fate of the fleet. The ship met her end in 1919 when German caretaker crews scuttled their ships to prevent their division among Allied navies. The wreck was raised in 1930, and scrapped at Rosyth from 1931 to 1934.
## Development
The preceding German large cruiser design of the 1906 budget year, Blücher, was an incremental increase over previous armored cruisers. Blücher was armed with twelve 21 cm (8.3 in) guns, but the advent of the British Invincible class, which were armed with a main battery of eight 30.5 cm (12 in) guns, outclassed the latest armored cruiser in terms of firepower. As a result, the large cruiser for 1907 would need to be an entirely new design to counter the British ships. Work on the new ship—referred to as "Cruiser F"—began in August 1906; the basic requirements for the ship was an armament of eight 28 cm (11 in) guns with a secondary battery of eight 15 cm (5.9 in) guns, along with a minimum speed of 23 knots (43 km/h; 26 mph). Among the preliminary designs were options that carried the secondary guns either in four twin-gun turrets or in casemates in a central battery. The Construction Office, under the Naval Constructor von Eickstedt, submitted a competing proposal for a ship with six 28 cm guns and a secondary battery of 17 cm (6.7 in) guns.
Senior officers disagreed over the intended role of the new ship; the State Secretary of the Reichsmarineamt (RMA—Imperial Naval Office), Admiral Alfred von Tirpitz, envisioned the new ship as a replication of the British Invincibles, mounting heavier guns, lighter armor, and higher speed with the intention of using the ship as a fleet scout and to destroy the opposing fleet's cruisers. Tirpitz had no intention of using the ship in the main battle line. Kaiser Wilhelm II however, along with most of the RMA, was in favor of incorporating the ship into the battle line after initial contact was made, which necessitated much heavier armor. The insistence upon the capability to fight in the battle line was a result of the numerical inferiority of the German High Seas fleet to the British Royal Navy. Initial proposals suggested a main battery of 30.5 to 34.3 cm (12.0 to 13.5 in) guns, but financial limitations necessitated the use of smaller, less expensive weaponry. The same 28 cm twin-gun turrets that had been developed for the last two Nassau-class battleships would be used for "Cruiser F".
At a conference in September 1906, many of the disagreements over the ship's design were resolved. Eickstedt, argued that since the explosive trials for the proposed protection systems for the new battlecruiser had not been completed, the construction should be postponed to allow for any alterations to the design. He also argued that guns of 21 cm or 24 cm (9.4 in) caliber would be sufficient to penetrate the armor of the new British battlecruisers. However, Admiral August von Heeringen, of the General Navy Department, stated that for the ship to be able to engage battleships, the 28 cm guns were necessary. Admiral Eduard von Capelle, the deputy director of the RMA, stated that depending on tests of the underwater protection system slated to be carried out in November, the main battery might have to be reduced in caliber to offset the weight of any improvements to the protection system that might need to be made. Tirpitz rejected the idea of a reduction in caliber, even if it required increasing displacement over the agreed-upon 19,000 metric tons (19,000 long tons).
By the end of September, the design staff had submitted three basic arrangements to the Kaiser: "1a", with two twin turrets and four single turrets; "2a", with four twin turrets; and "5a", with three twin turrets and two single mounts. All three variants mounted their secondary guns in a casemate battery. The Kaiser approved "2a", which the design staff continued to refine, producing "2b" by moving the wing turrets to an en echelon arrangement that provided a theoretical broadside of all eight guns (though severe blast effects prevented this in practice). The decision was made to switch from triple-expansion steam engines to steam turbines for the propulsion system, which would increase speed to 24 knots (44 km/h; 28 mph); this produced the "2a<sub>1</sub>" variant; improvements to the protection scheme and increases to the designed horsepower resulted in the final version, "2c<sub>1</sub>".
On 22 June 1907, the Kaiser authorized construction of "Cruiser F", to be named Von der Tann, after Ludwig Freiherr von und zu der Tann-Rathsamhausen, a Bavarian general who fought in the Franco-Prussian War of 1870. The contract was awarded to the Blohm & Voss shipyard in Hamburg on 26 September 1907. The ship cost 36.523 million Marks, an increase of thirty-three percent over Blücher and a doubling of the price of the previous armored cruiser Scharnhorst. The significant increases in price caused major problems for the German fleet, as the Naval Laws that governed the construction program assumed that prices would remain fairly stable over time.
## Design
### General characteristics
Von der Tann was 171.5 m (562 ft 8 in) long at the waterline and 171.7 m (563 ft 4 in) long overall. She had a beam of 26.6 m (87 ft 3 in), which was increased to 27.17 m (89 ft 2 in) with the installation of anti-torpedo nets. Her draft measured 8.91 m (29 ft 3 in) forward and 9.17 m (30 ft 1 in) aft. She displaced 19,370 metric tons (19,060 long tons) as designed and up to 21,300 t (21,000 long tons) at full load. Her hull was constructed with transverse and longitudinal steel frames and was divided into fifteen watertight compartments, with a double bottom that ran for 75 percent of the length of the hull.
The ship was a good sea boat with gentle motion, though she had a slight weather helm. She was difficult to control while steaming in reverse. With the rudder hard over, she lost up to sixty percent speed and heeled up to eight degrees. Frahm anti-roll tanks were fitted during construction, but these proved to be ineffective and they only reduced rolling by 33%. Bilge keels were later added to improve stability, and the space previously used for the anti-roll tanks was instead used as extra fuel storage. The ship was able to carry an additional 180 t (200 short tons) of coal in the anti-roll tanks.
The ship's crew compartments were arranged such that the officers were accommodated in the forecastle. This arrangement was found to be unsatisfactory, and not repeated in later classes. Von der Tann was designed to be fitted with a lattice mast, but the ship was completed with standard pole masts instead. In 1914, spotting posts were attached to the masts in order to observe the fall of artillery fire. In 1915, seaplane trials were conducted on Von der Tann, and a crane was attached on the aft deck to lift the seaplane aboard the ship. Von der Tann had originally been equipped with anti-torpedo nets, but these were removed towards the end of 1916.
### Machinery
Von der Tann was the first large German warship to use steam turbines. Her propulsion system consisted of four steam turbines arranged in two sets: high pressure turbines, which ran the outer two shafts, and low pressure turbines, which powered the inner two shafts. Each shaft drove a 3-bladed screw propeller that was 3.6 m (12 ft) in diameter. The turbines were divided into three engine rooms. Steam for the turbines was provided by eighteen coal-fired double-ended water-tube boilers that were split into five boiler rooms. The boilers were ducted into two widely spaced funnels, one just aft of the fore mast and the other amidships.
Her engines were rated at 42,000 metric horsepower (41,000 shp) for a top speed of 24 knots (44 km/h; 28 mph), though on sea trials she significantly exceeded both figures, reaching 79,007 metric horsepower (77,926 shp) for 27.4 knots (50.7 km/h; 31.5 mph). In one instance during a cruise from Tenerife to Germany, the ship averaged 27 knots (50 km/h; 31 mph) for an extended period, and reached a maximum speed of 28 knots (52 km/h; 32 mph). At the time of her launch, she was the fastest dreadnought-type warship afloat. She had a designed coal storage capacity of 1,000 t (980 long tons) but at full load, could carry up to 2,600 t (2,600 long tons). This enabled a cruising radius of 4,400 nautical miles (8,100 km; 5,100 mi) at 14 knots (26 km/h; 16 mph). Von der Tann's electrical plant consisted of six turbo generators that had a total output of 1,200 kW (1,600 hp) at 225 volts.
Like many German capital ships, Von der Tann had chronic problems with the often low-quality coal available for the ship's boilers. Following the end of the raid on Scarborough, Von der Tann's commander, Captain Max von Hahn, remarked that "the inadequacy of our coal and its burning properties results in heavy smoke clouds and signals our presence." During the battle of Jutland, the ship was unable to maintain fires in all of her boilers after 16:00, due to the poor quality coal. Many other German ships suffered the same difficulties during the battle, including Derfflinger and Seydlitz. After 1916, the coal firing in the boilers was supplemented by spraying tar-oil on the coal, which improved the combustion rate.
### Armament
Von der Tann carried eight 28 cm (11 in) SK L/45 guns, mounted in four twin-gun turrets: one fore, one aft, and two staggered wing turrets. The guns were emplaced in the Drh.L C/1907 turntable mount, which was traversed electrically, while the guns themselves used hydraulics to change elevation. The guns could be elevated up to 20 degrees, which enabled a maximum range of 18,900 m (20,700 yd). A refit in 1915 increased this to 20,400 m (22,300 yd). The main guns fired a 302 kg (670 lb) armor-piercing shell that had a muzzle velocity of 875 m/s; the main propellant charges were encased in a brass cartridge. A total of 660 projectiles were stored in four shell rooms, each containing 165 shells. The wing turrets were staggered in such a way that all eight guns were able to fire on broadside on a very wide arc.
Unlike her British contemporaries, Von der Tann also carried a heavy secondary battery, consisting of ten 15 cm (5.9 in) SK L/45 guns, casemated in MPL C/06 pivot mounts, each with 150 high explosive and armor-piercing shells. At construction, these guns could fire their 45.3 kg (100 lb) shells at targets up to 13,500 m (14,800 yd) away; after the 1915 refit, their maximum range was extended to 16,800 m (18,400 yd). She was also armed with sixteen 8.8 cm (3.5 in) SK L/45 guns, to defend against torpedo boats and destroyers. These were also emplaced in pivot mounts, of the MPL C/01-06 type, with a total of 3,200 shells for these guns. These guns fired a 9 kg (20 lb) shell at the high rate of 15 rounds per minute, up to a range of 10,694 m (11,695 yd), which was quite long for a smaller caliber weapon. In late 1916, following repair work after the damage sustained during the Battle of Jutland, Von der Tann had her 8.8 cm (3.5 in) guns removed and the firing ports welded shut. Two 8.8 cm flak guns were installed on the aft superstructure.
As was customary for capital ships of the time, Von der Tann was equipped with four 45 cm (17.7 in) torpedo tubes, with a total of eleven torpedoes. These were located in the bow, the stern, and two on the broadside. The torpedoes carried a 110 kg (240 lb) warhead, and had an effective range of 2 km (1.04 nmi) when set for a speed of 32 kn (59 km/h), and 1.5 km (0.81 nmi) at 36 kn (67 km/h).
### Armor
Because the Von der Tann was designed to fight in the battle line, her armor was much thicker than that of the British battlecruisers. Von der Tann weighed over 2,000 tons more than the Indefatigable class, and used 10% more of her weight for armor than the battlecruisers she faced at the Battle of Jutland.
Von der Tann's armor consisted of Krupp cemented and nickel steel. The main belt armor was 80–120 mm (3.1–4.7 in) thick forward, 250 mm (9.8 in) thick over the ship's citadel, and was 100 mm (3.9 in) thick aft. The forward conning tower was protected by 250 mm (9.8 in), while the aft conning tower by 200 mm (7.9 in). The four turrets had 230 mm (9.1 in) faces, 180 mm (7.1 in) sides, and 90 mm (3.5 in) on the roofs. The horizontal armor measured 25 mm (0.98 in) thick, and the sloping deck armor was 50 mm (2 in) thick. Like the armored cruiser Blücher before her, she was protected by a torpedo bulkhead, 25 mm (0.98 in) thick. It was set back a distance of 4 meters (13 ft) from the outer hull skin, the space in between being used to store coal.
## Service history
The keel for Von der Tann was laid down on 21 March 1908, and the ship was launched nearly a year later on 20 March 1909. General Luitpold Freiherr von und zu der Tann-Rathsamhausen, a nephew of the ship's namesake and then the commander of III Royal Bavarian Corps, christened the ship at the launching ceremony. In May 1910, Von der Tann sailed from the Blohm & Voss shipyard in Hamburg to receive her final fitting-out in the Kaiserliche Werft (Imperial Dockyard) at Kiel. The German Navy was chronically short of crews at the time, so dockyard workers had to bring the ship to Kiel. On 1 September 1910, the ship was commissioned into the German Navy, with a crew composed largely of men from the dreadnought Rheinland. Her first commander was Kapitän zur See (KzS–Captain at Sea) Robert Mischke. During sea trials, she reached an average speed of 27 kn (50 km/h) over a six-hour period, with a top speed of 28.124 knots (52.086 km/h; 32.365 mph) with the engines at maximum output.
Von der Tann was sent to South America after completing her trials, departing Germany on 20 February 1911. She stopped in the Canary Islands on the way. She visited Rio de Janeiro, Brazil, arriving there on 14 March, where she was visited by the Brazilian president, Hermes da Fonseca, before continuing on to Itajaha on 23 March. During this period, she cruised with the German light cruiser Bremen, which was in the area. From there, she continued to Bahía Blanca, Argentina on 27 March, where many of her crew went ashore to visit the city. She stayed there until 8 April when she left for Bahia, Brazil, which she reached six days later. From there, Mischke and his staff made a visit to Buenos Aires on 30 March. On 17 April, she departed for home, arriving back in Wilhelmshaven on 6 May. The primary purpose of the cruise was to obtain armament contracts from South American countries by impressing them with what was "widely advertised as the fastest and most powerful warship then afloat."
Two days after arriving in port, Von der Tann joined I Scouting Group. In June, she steamed to Vlissingen in the Netherlands, where she embarked Crown Prince Wilhelm and his wife Cecilie to take them to attend the coronation of King George V of the United Kingdom. The ceremonies included a Fleet Review at Spithead that lasted from 20 to 29 June, where Von der Tann represented Germany. The battlecruiser then carried the Crown Prince and Princess back to Germany. She returned to operations with the fleet in August, and on 29 September, she became the flagship of I Scouting Group, replacing Blücher in that role. The unit was at that time commanded by Vizeadmiral (Vice Admiral) Gustav Bachmann. In July 1912, while Von der Tann was undergoing an engine overhaul, the new battlecruiser Moltke replaced Von der Tann as flagship. KzS Max Hahn replaced Mischke as the ship's captain in September. She briefly served as the flagship of the deputy commander, Konteradmiral (Rear Admiral) Franz von Hipper, from 21 to 26 September. On 1 October, Von der Tann became the flagship of the 3rd Admiral of Reconnaissance Forces, KAdm Felix Funke; on 1 March 1914, Funke was transferred to command III Battle Squadron and he was replaced by KzS Arthur Tapken, who was soon promoted to Konteradmiral on the 22nd.
### First World War
#### 1914
Following the outbreak of the First World War in July 1914, Von der Tann's first major sortie occurred when the ship took part in the unsuccessful search for British battlecruisers, after the Battle of Heligoland Bight, in August 1914. During the action, Von der Tann had been stationed in Wilhelmshaven Roads, and had been ordered to raise steam as early as 08:20, to assist the German cruisers under attack in the Heligoland Bight. At 08:50, Rear Admiral Hipper requested permission from Admiral von Ingenohl, the commander in chief of the High Seas Fleet, to send Von der Tann and Moltke to relieve the beleaguered German cruisers.
Von der Tann was ready to sail by 10:15, more than an hour before the British battlecruisers arrived on the scene. However, the ship was held up by low tide, which prevented the battlecruisers from crossing the bar at the mouth of the Jade Estuary. At 14:10, Von der Tann and Moltke were able to cross the Jade bar, and Hipper ordered the German light cruisers to fall back on the two heavy ships, while Hipper himself was about an hour behind in the battlecruiser Seydlitz. At 14:25, the remaining light cruisers, Strassburg, Stettin, Frauenlob, Stralsund, and Ariadne, rendezvoused with the battlecruisers. Seydlitz arrived on the scene by 15:10; Ariadne succumbed to battle damage and sank. Hipper ventured forth cautiously to search for the two missing light cruisers, Mainz and Cöln. By 16:00, the German flotilla began returning to the Jade Estuary, arriving at approximately 20:23.
Later that year Von der Tann was present at the Raid on Yarmouth, on 2–3 November. At 16:30 on the 2nd, Von der Tann, along with Seydlitz (Hipper's flagship), Moltke, the armored cruiser Blücher, and the four light cruisers Strassburg, Graudenz, Kolberg, and Stralsund, departed the Jade Estuary, bound for the English coast with the intent to lay minefields in British sea lanes. At 18:00, two dreadnought battle squadrons of the High Seas Fleet departed to provide support. Hipper's force veered north in an arc to avoid Heligoland and the British submarines stationed there, and then increased speed to 18 knots. At approximately 06:30 the following morning, Hipper's battlecruisers spotted the British minesweeper Halcyon and opened fire, which drew the attention of the destroyer Lively. Hipper realized that he was wasting time, and that further pursuit would run his ships into a known minefield, so he ordered his ships back to sea. As the flotilla was turning away, the battlecruisers fired several salvos at Great Yarmouth, to little effect. By the time the British Admiralty was fully aware of the situation, the German force had retreated back to home waters.
Von der Tann also participated in the raid on Scarborough, Hartlepool and Whitby, on 15–16 December. The raid was another attempt to lure out a portion of the Grand Fleet and destroy it, with the whole of the High Seas Fleet standing by in support. Von der Tann delayed the raid itself by several days, because Admiral Ingenohl was unwilling to send forth I Scouting Group at anything less than full strength, and Von der Tann was undergoing routine repairs in early December. I Scouting Group, along with II Scouting Group, composed of the four light cruisers Kolberg, Strassburg, Stralsund, and Graudenz, and two torpedo boat flotillas, left the Jade at 03:20. Hipper's ships sailed north, through the channels in the minefields, past Heligoland to the Horns Reef light vessel, at which point the ships turned westward, towards the English coast. The main battle squadrons of the High Seas Fleet left in the late afternoon of the 15th. During the night of 15 December, the main body of the High Seas Fleet encountered British destroyers, and fearing the prospect of a night-time torpedo attack, Admiral Ingenohl ordered the ships to retreat.
Upon nearing the British coast, Hipper's battlecruisers split into two groups. Seydlitz, Moltke, and Blücher went north to shell Hartlepool, while Von der Tann and Derfflinger went south to shell Scarborough and Whitby. The two ships destroyed the coast guard stations in both towns, along with the signalling station in Whitby. By 09:45 on the 16th, the two groups had reassembled, and began to retreat eastward. Hipper was unaware of Ingenohl's withdrawal, and following the bombardment of the target cities, turned back to rendezvous with the German fleet. By this time, David Beatty's battlecruisers were in position to block Hipper's chosen egress route, while other forces were en route to complete the encirclement. At 12:25, the light cruisers of II Scouting Group began to pass the British forces searching for Hipper. One of the cruisers in the 2nd Light Cruiser Squadron spotted Stralsund, and signaled a report to Beatty. At 12:30, Beatty turned his battlecruisers towards the German ships. Beatty presumed that the German cruisers were the advance screen for Hipper's ships, however, those were some 50 km (31 mi) ahead. The 2nd Light Cruiser Squadron, which had been screening for Beatty's ships, detached to pursue the German cruisers, but a misinterpreted signal from the British battlecruisers sent them back to their screening positions. This confusion allowed the German light cruisers to escape, and alerted Hipper to the location of the British battlecruisers. The German battlecruisers wheeled to the northeast of the British forces and made good their escape.
#### 1915–1916
Von der Tann was being refitted at the time of the Battle of Dogger Bank, and so she missed this action. She was replaced by the armored cruiser Blücher, which was sunk during the battle. A detachment of men from Von der Tann had been sent to Blücher and went down with the ship. In 1915 the ship took part in operations in the North and Baltic Seas. On 10 August 1915, Von der Tann shelled the island fortress at Utö, in the eastern Baltic, during which she took part in an artillery duel with the Russian armored cruiser Admiral Makarov. Von der Tann also engaged the Russian armored cruiser Bayan and five destroyers, during which Von der Tann was struck by a shell through the funnel, which caused no casualties. On 3–4 February 1916, Von der Tann participated in the fleet advance to welcome home the commerce raider Möwe. That month, KzS Hans Zenker replaced Hahn as Von der Tann's commander. The ship was also present during the fleet sorties of 5–7 March, 17 April, 21–22 April, and 5 May.
Von der Tann also took part in the bombardment of Yarmouth and Lowestoft on 24–25 April. Hipper was away on sick leave, so the German ships were under the command of Konteradmiral Friedrich Boedicker. The German battlecruisers Derfflinger, Lützow, Moltke, Seydlitz and Von der Tann left the Jade Estuary at 10:55 on 24 April, and were supported by a screening force of 6 light cruisers and two torpedo boat flotillas. The heavy units of the High Seas Fleet sailed at 13:40, with the objective to provide distant support for Boedicker's ships. The British Admiralty was made aware of the German sortie through the interception of German wireless signals, and deployed the Grand Fleet at 15:50.
By 14:00, Boedicker's ships had reached a position off Norderney, at which point he turned his ships northward to avoid the Dutch observers on the island of Terschelling. At 15:38, Seydlitz struck a mine, which tore a 50-ft (15-m) hole in her hull, just abaft of the starboard broadside torpedo tube, which allowed 1,400-t (1,500-short tons) of water to enter the ship. Seydlitz turned back, with the screen of light cruisers, at a speed of 15 knots. The four remaining battlecruisers turned south immediately in the direction of Norderney to avoid further mine damage. By 16:00, Seydlitz was clear of imminent danger, so the ship stopped to allow Boedicker to disembark. The torpedo boat V28 brought Boedicker to Lützow.
At 04:50 on 25 April, the German battlecruisers were approaching Lowestoft when the light cruisers Rostock and Elbing, which had been covering the southern flank, spotted the light cruisers and destroyers of Admiral Tyrwhitt's Harwich Force. Boedicker refused to be distracted by the British ships, and instead trained his ships' guns on Lowestoft. The two 6 in (15 cm) shore batteries were destroyed, along with other damage to the town. Zenker later wrote:
> Mist over the sea and the smoke from the ships ahead made it difficult for us to make out our targets as we steered for Lowestoft. But after we turned [to the north], the Empire Hotel offered us an ample landmark for effective bombardment. At 05:11 we opened fire with our heavy and medium calibers on the harbor works and swing bridges. After a few "shorts" the shooting was good. From the after-bridge a fire in the town, and from another vantage point a great explosion at the entry [to the harbor] were reported.
At 05:20, the German raiders turned north, towards Yarmouth, which they reached by 05:42. The visibility was so poor that the German ships fired one salvo each, with the exception of Derfflinger, which fired fourteen rounds from her main battery. The German ships turned back south, and at 05:47, encountered for the second time the Harwich Force, which had by then been engaged by the six light cruisers of the screening force. Boedicker's ships opened fire from a range of 13,000 yd (12,000 m). Tyrwhitt immediately turned his ships around and fled south, but not before the cruiser Conquest sustained severe damage. Due to reports of British submarines and torpedo attacks, Boedicker broke off the chase, and turned back east towards the High Seas Fleet. At this point, Scheer, who had been warned of the Grand Fleet's sortie from Scapa Flow, turned back towards Germany.
#### Battle of Jutland
Von der Tann participated in the Battle of Jutland, as part of Hipper's First Scouting Group. Von der Tann was the rearmost of five battlecruisers in Hipper's line. Shortly before 16:00 CET, on 31 May 1916, Hipper's force encountered Beatty's battlecruiser squadron. The German ships were the first to open fire, at a range of approximately 15,000 yd (14,000 m). At 16:49, Von der Tann fired her first shot at Indefatigable. Fourteen minutes of firing later, Von der Tann had scored five hits on Indefatigable out of 52 heavy shells fired, one of which caused Indefatigable to explode and sink. An observer on the battlecruiser New Zealand, which was directly ahead of Indefatigable, later remarked that he saw "the Indefatigable hit by two shells from the Von der Tann, one on the fore turret. Both appeared to explode on impact. After an interval of thirty seconds, the ship blew up. Sheets of flame were followed by dense smoke which obscured her from view."
Following the destruction of Indefatigable, Beatty turned his force away, while the British 5th Battle Squadron closed in on the German battlecruisers, opening fire from approximately 19,000 yd (17,000 m). Von der Tann and Moltke, the two rearmost of Hipper's squadron, came under fire from the three lead British battleships of the 5th BS: Barham, Valiant, and Malaya. The German battlecruisers began zig-zagging to avoid the gunfire from the British ships. At 17:09, six minutes after sinking Indefatigable, Von der Tann was hit by one 15 in (38 cm) shell from Barham, which struck beneath the waterline and dislodged a section of the belt armor, causing Von der Tann to take in 600 tons of water. This hit temporarily damaged the ship's steering gear, and combined with Von der Tann's zig-zagging cause her to fall out of line to port. The German Official History commented that "the greatest calamity of a complete breakdown of the steering gear was averted, otherwise, Von der Tann would have been delivered into the hands of the oncoming battleships as in the case of Blücher during the Dogger Bank action."
At 17:20, a 13.5 in (34 cm) shell from the battlecruiser Tiger struck the barbette of Von der Tann's A turret. A chunk of armor plate was dislodged from inside the turret, and struck the turret training gear, which jammed the turret at 120 degrees. This put the turret out of action for the duration of the engagement. At 17:23, the ship was hit again by a 13.5 in (34 cm) shell from Tiger, which struck near the C turret and killed 6 men. The shell holed the deck and created enough wreckage that the turret was unable to traverse, and the starboard rudder engine room was damaged. The C turret was out of action until the wreckage could be cut away. Smoke from a fire caused by burning practice targets that had been stowed below the turret obscured the ship. Sections of the torpedo nets were knocked loose and trailed behind the ship. However, they were cut loose before they could catch in the propellers. New Zealand, which had been engaging Von der Tann following Indefatigable's destruction, lost sight of her target and shifted fire to Moltke. At 17:18, the range to Von der Tann from Barham had closed to 17,500 yd (16,000 m), at which point Von der Tann opened fire on the British battleship. Shortly thereafter, at 17:23, Von der Tann registered a hit on Barham. However, after firing only 24 shells, Von der Tann had to return to her earlier target, New Zealand, because her fore and aft turrets had since been disabled, and her amidships turrets were no longer able to target Barham.
At 18:15, the guns of the last active turret jammed in their mountings, leaving Von der Tann without any working main armament. Regardless, she remained in the battle line to distract the British gunners. Because she was no longer firing her main guns, Von der Tann was able to maneuver in an erratic manner, such that she could avoid British gunfire. By 18:53, the ship's speed fell from 26 kn (48 km/h) to 23 kn (43 km/h). Over an hour and a half after having failed due to mechanical difficulties, D turret was repaired and again ready for action. Von der Tann sustained her fourth and final heavy shell hit at 20:19, when one 15 in (38 cm) shell from Revenge struck the aft conning tower. Shell splinters penetrated the conning tower, killing the Third Gunnery Officer and both rangefinder operators and wounding every other crewman in the tower. Shell fragments and other debris fell through the ventilating shaft and onto the condenser, which put out all the lights in the ship. Eleven minutes later, at 20:30, B turret was again clear for action, and by 21:00, C turret was also in working order. However, both of the amidships turrets suffered further mechanical difficulties that put them out of action later during the battle.
At approximately 22:15, Hipper, with his flag now in Moltke, ordered his battlecruisers to increase speed to 20 knots, and to fall into the rear of the main German line. Neither Derfflinger, due to battle damage, nor Von der Tann, due to the dirtiness of her boiler fires, could steam at more than 18 knots. Derfflinger and Von der Tann took up positions astern of II Squadron, and were later joined by the old pre-dreadnoughts Schlesien and Schleswig-Holstein at 00:05. At 03:37, the British destroyer Moresby fired a torpedo at the rear of the German line; this passed closely across Von der Tann's bow, and forced the ship to turn sharply to starboard to avoid being hit. Close to the end of the battle, at 03:55, Hipper transmitted a report to Admiral Scheer, informing him of the tremendous damage his ships had suffered. By that time, Derfflinger and Von der Tann each had only two guns in operation, Moltke was flooded with 1,000 tons of water, and Seydlitz was severely damaged. Hipper reported: "I Scouting Group was therefore no longer of any value for a serious engagement, and was consequently directed to return to harbor by the Commander-in-Chief, while he himself determined to await developments off Horns Reef with the battlefleet."
During the course of the battle, two of Von der Tann's main turrets were knocked out by British gunfire, while her other two turrets suffered mechanical failures. The ship was firing so fast that several of the main guns in the amidships turrets became overheated and jammed in their recoil slides, and could not be returned to working order. Von der Tann was without her main battery for 11 hours, although three turrets were restored to working order before the end of the battle; D turret only after much cutting away of bent metal with oxyacetylene torches—afterwards the guns could be worked only by hand. Her casualties amounted to 11 dead and 35 wounded. During the battle Von der Tann fired 170 heavy shells and 98 secondary caliber shells.
#### Later actions
After Jutland, she underwent repairs from 2 June until 29 July. After returning to the fleet, Von der Tann took part in several unsuccessful raids into the North Sea in 1916. During the first of these, conducted on 18–19 August, Von der Tann was one of two remaining German battlecruisers still in fighting condition (along with Moltke), so three dreadnoughts were assigned to I Scouting Group for the operation: Markgraf, Grosser Kurfürst, and Bayern. I Scouting Group was to bombard the coastal town of Sunderland, in an attempt to draw out and destroy Beatty's battlecruisers. Admiral Scheer and the rest of the High Seas Fleet, with fifteen dreadnoughts of its own, would trail behind, providing cover. The British were aware of the German plans, and sortied the Grand Fleet to meet them. By 14:35, Scheer had been warned of the Grand Fleet's approach and, unwilling to engage the whole of the Grand Fleet just eleven weeks after the decidedly close call at Jutland, turned his forces around and retreated to German ports.
Further sorties were conducted on 25–26 September, 18–19 October, 23–24 October, as well as the advance on 23–24 March 1917; none of these resulted in action with British forces. KzS Konrad Mommsen relieved Zenker in April. Von der Tann served as the flagship of Rear Admiral Ludwig von Reuter during the fleet advance to Norway on 23–25 April 1918, as well as in the sortie on 8–9 July.
### Fate
Von der Tann was 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. While the High Seas Fleet was consolidating in Wilhelmshaven, sailors began deserting en masse. As Von der Tann and Derfflinger passed through the locks that separated Wilhelmshaven's inner harbor and roadstead, some 300 men from both ships climbed over the side and disappeared ashore. On 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. The unrest ultimately forced Hipper and Scheer to cancel the operation. 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, under Reuter's command, 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 was to escort the Germans to Scapa Flow. The massive flotilla consisted of some 370 British, American, and French warships. Once the ships were interned, their guns were disabled through the removal of their breech blocks, and their crews were reduced to 200 officers and enlisted men. Von der Tann was interned at Scapa Flow under the command of Kapitän-Leutnant Wollante. While in Scapa Flow, a soldiers' council was formed aboard the ship; the council took complete, dictatorial control of the vessel for the duration of the interment.
The fleet remained in captivity during the negotiations that ultimately produced the Treaty of Versailles. 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. The ship sank in two hours and fifteen minutes. The task of raising Von der Tann was secured by Ernest Cox's salvage company. During preparation work, three workers were nearly killed when their oxy-acetylene cutters set off a major explosion. The blast tore holes in the still submerged vessel and allowed water into the compartment that had been emptied with compressed air; by the time the men were rescued, the compartment had refilled almost completely and the men were up to their necks. Nevertheless, the ship was successfully brought up on 7 December 1930, and scrapped at Rosyth by the Alloa Shipbreaking Company beginning in 1931. |
159,599 | Ben Affleck | 1,173,678,315 | American actor and filmmaker (born 1972) | [
"1972 births",
"20th-century American male actors",
"20th-century American male writers",
"20th-century American screenwriters",
"21st-century American male actors",
"21st-century American male writers",
"21st-century American philanthropists",
"21st-century American screenwriters",
"Activists from California",
"American United Methodists",
"American agnostics",
"American film directors",
"American film producers",
"American humanitarians",
"American male child actors",
"American male film actors",
"American male screenwriters",
"American male television actors",
"American male voice actors",
"American people of English descent",
"American people of German descent",
"American people of Irish descent",
"American people of Scottish descent",
"American people of Swedish descent",
"American poker players",
"American political activists",
"American television producers",
"Ben Affleck",
"Best Director BAFTA Award winners",
"Best Director Golden Globe winners",
"Best Original Screenplay Academy Award winners",
"Best Screenplay Golden Globe winners",
"Cambridge Rindge and Latin School alumni",
"Directors Guild of America Award winners",
"Film directors from California",
"Film directors from Massachusetts",
"Film producers from California",
"Film producers from Massachusetts",
"Filmmakers who won the Best Film BAFTA Award",
"Golden Globe Award-winning producers",
"Living people",
"Male actors from Berkeley, California",
"Male actors from Boston",
"Male actors from California",
"Male actors from Cambridge, Massachusetts",
"Outstanding Performance by a Cast in a Motion Picture Screen Actors Guild Award winners",
"People from Falmouth, Massachusetts",
"Producers who won the Best Picture Academy Award",
"Screenwriters from California",
"Screenwriters from Massachusetts",
"Screenwriting duos",
"Television producers from California",
"Television producers from Massachusetts",
"Volpi Cup for Best Actor winners",
"Writers from Berkeley, California",
"Writers from Boston",
"Writers from Cambridge, Massachusetts"
]
| Benjamin Géza Affleck (born August 15, 1972) is an American actor and filmmaker. His accolades include two Academy Awards. Affleck began his career as a child when he starred in the PBS educational series The Voyage of the Mimi (1984, 1988). He later appeared in the independent comedy Dazed and Confused (1993) and several Kevin Smith comedies, including Chasing Amy (1997).
Affleck gained wider recognition when he and Matt Damon won the Academy Award for Best Original Screenplay for writing Good Will Hunting (1997), which they also starred in. He established himself as a leading man in studio films, including the disaster film Armageddon (1998), the action crime thriller Reindeer Games (2000), the war drama Pearl Harbor (2001), and the thriller The Sum of All Fears (2002). After a career downturn, Affleck made a comeback by portraying George Reeves in the biopic Hollywoodland (2006), winning the Volpi Cup for Best Actor.
His directorial debut, Gone Baby Gone (2007), which he also co-wrote, was well received. He then directed and starred in the crime drama The Town (2010) and the political thriller Argo (2012), both of which were critical and commercial successes. For the latter, Affleck won the BAFTA Award for Best Director, and the BAFTA and Academy Award for Best Picture. Affleck then starred in the psychological thriller Gone Girl (2014) and played the superhero Batman in films set DC Extended Universe including Batman v Superman: Dawn of Justice (2016). He starred in the thriller The Accountant (2016) and the sports drama The Way Back (2020). Affleck shifted to supporting roles in the dramas The Last Duel (2021), The Tender Bar (2021), Clerks III (2022) and Air (2023), the latter of which he also directed.
Affleck is the co-founder of the Eastern Congo Initiative, a grantmaking and advocacy-based nonprofit organization.
Both Affleck and Damon are co-owners of the production company Artists Equity and were also co-owners of Pearl Street Films.
## Early life
Affleck was born Benjamin Géza Affleck-Boldt on August 15, 1972, in Berkeley, California. His family moved to Massachusetts when he was three, living in Falmouth, where his brother Casey was born, before settling in Cambridge. His mother, Christopher Anne "Chris" Boldt, was a Harvard-educated elementary school teacher. His father, Timothy Byers Affleck, was an aspiring playwright who was "mostly unemployed." He worked sporadically as a carpenter, auto mechanic, bookie, electrician, bartender, and janitor at Harvard. In the mid-1960s, he had been an actor and stage manager with the Theater Company of Boston.
During Affleck's childhood, his father had a self-described "severe, chronic problem with alcoholism", and Affleck has recalled him drinking "all day ... every day". His father was "very difficult", and Affleck felt a sense of "relief" at the age of 11 when his parents divorced, and his father exited the family home. His father continued to drink heavily and eventually became homeless, spending two years living on the streets of Cambridge. When Affleck was 16, his father entered a rehabilitation facility in Indio, California. He lived at the facility for twelve years to maintain his sobriety and worked there as an addiction counselor.
Affleck was raised in a politically active, liberal household. He and his brother, Casey, were surrounded by people who worked in the arts; the boys regularly attended theater performances with their mother and were encouraged to make their own home movies. David Wheeler, a family friend, later remembered Affleck as a "very bright and intensely curious" child. The brothers auditioned for roles in local commercials and film productions because of their mother's friendship with a Cambridge-area casting director, and Affleck first acted professionally at the age of seven. His mother saved his wages in a college trust fund and hoped her son would ultimately become a teacher, worrying that acting was an insecure and "frivolous" profession. When Affleck was 13, he filmed a children's television program in Mexico. He learned to speak Spanish during a year spent travelling around the country with his mother and brother.
As a Cambridge Rindge and Latin high school student, Affleck acted in theater productions and was inspired by drama teacher Gerry Speca. He became close friends with fellow student Matt Damon, whom he had known since the age of eight. Although Damon was two years older, the pair had "identical interests" and both wanted to pursue acting careers. They traveled to New York together for acting auditions and saved money for train and airline tickets in a joint bank account. While Affleck had high SAT scores, he was largely an unfocused student with poor attendance. He spent a few months studying Spanish at the University of Vermont, chosen because of its proximity to his then-girlfriend, but he left after fracturing his hip while playing basketball. At 18, Affleck moved to Los Angeles, studying Middle Eastern affairs at Occidental College for a year and a half.
## Career
### 1981–1997: Child acting and Good Will Hunting
Affleck acted professionally throughout his childhood but, in his own words, "not in the sense that I had a mom that wanted to take me to Hollywood or a family that wanted to make money from me ... I kind of chanced into something." He first appeared, at the age of seven, in an independent film, The Dark End of the Street (1981), directed by a family friend. His biggest success as a child actor was as the star of the PBS children's series The Voyage of the Mimi (1984) and The Second Voyage of the Mimi (1988), produced for sixth-grade science classes. Affleck worked "sporadically" on Mimi from the age of eight to fifteen in both Massachusetts and Mexico. As a teenager, he appeared in the ABC after school special Wanted: A Perfect Man (1986), the television film Hands of a Stranger (1987), and a 1989 Burger King commercial.
After high school, Affleck moved briefly to New York in search of acting work. Later, while studying at Occidental College in Los Angeles, Affleck directed student films. As an actor, he had a series of "knock-around parts, one to the next". He played Patrick Duffy's son in the television film Daddy (1991), made an uncredited appearance as a basketball player in the Buffy the Vampire Slayer film (1992), and had a supporting role as a prep school student in School Ties (1992). He played a high school quarterback in the NBC television series Against the Grain (1993), and a steroid-abusing high school football player in 'Body to Die For: The Aaron Henry Story' (1994). Affleck's most notable role during this period was as a high school bully in Richard Linklater's cult classic Dazed and Confused (1993). Linklater wanted a likeable actor for the villainous role, and, while Affleck was "big and imposing," he was "so smart and full of life ... I just liked him." Affleck later said Linklater was instrumental in demystifying the filmmaking process for him.
Affleck's first starring film role was as an aimless art student in the college drama Glory Daze (1995), with Stephen Holden of The New York Times remarking that his "affably mopey performance finds just the right balance between obnoxious and sad sack". He then played a bully in filmmaker Kevin Smith's comedy Mallrats (1995) and became friends with Smith during the filming. Affleck had begun to worry that he would be relegated to a career of "throwing people into their lockers", but Smith wrote him a lead role in the romantic comedy Chasing Amy (1997). The film was Affleck's breakthrough. Janet Maslin of The New York Times praised Affleck's "wonderful ease" playing the role, combining "suave good looks with cool comic timing". Owen Gleiberman of Entertainment Weekly described it as a "wholesome and quick-witted" performance. When Affleck starred as a recently returned Korean War veteran in the coming-of-age drama Going All the Way (1997), Todd McCarthy of Variety found him "excellent", while Janet Maslin of The New York Times noted that his "flair for comic self-doubt made a strong impression."
The success of 1997's Good Will Hunting, which Affleck co-wrote and acted in, marked a turning point in his career. The screenplay originated in 1992 when Damon wrote a 40-page script for a playwriting class at Harvard University. He asked Affleck to act out the scenes with him in front of the class and, when Damon later moved into Affleck's Los Angeles apartment, they began working on the script in earnest. The film, which they wrote mainly during improvisation sessions, was set partly in their hometown of Cambridge and drew from their own experiences. The screenplay was borne of their desire to create "an acting reel" for themselves. They sold the screenplay to Castle Rock in 1994 when Affleck was 22 years old. During the development process, they received notes from industry figures, including Rob Reiner and William Goldman. Following a lengthy dispute with Castle Rock about a suitable director, Affleck and Damon persuaded Miramax to purchase the screenplay. The two friends moved back to Boston for a year before the film finally went into production, directed by Gus Van Sant, and co-starring Damon, Affleck, Minnie Driver, and Robin Williams.
On its release, Janet Maslin of The New York Times praised the "smart and touching screenplay", while Emanuel Levy of Variety found it "funny, nonchalant, moving and angry". Jay Carr of The Boston Globe wrote that Affleck brought "a beautifully nuanced tenderness" to his role as the working-class friend of Damon's mathematical prodigy character. Affleck and Damon eventually won the Academy Award for Best Original Screenplay. Affleck has described this period of his life as "dreamlike": "It was like one of those scenes in an old movie when a newspaper comes spinning out of the black on to the screen. You know, '\$100 Million Box Office! Awards!' " He remains the youngest writer (at age 25) ever to win an Oscar for screenwriting.
### 1998–2002: Leading man status
Armageddon, released in 1998, established Affleck as a viable leading man for Hollywood studio films. Good Will Hunting had not yet been released during the casting process and, after Affleck's screen test, director Michael Bay dismissed him as "a geek". Producer Jerry Bruckheimer convinced Bay that Affleck would be a star, but he was required to lose weight, become tanned, and get his teeth capped before filming began. The film, where he starred opposite Bruce Willis as a blue-collar driller tasked by NASA with stopping an asteroid from colliding with Earth, was a box office success. Daphne Merkin of The New Yorker remarked: "Affleck demonstrates a sexy Paul Newmanish charm and is clearly bound for stardom." Later in 1998, Affleck had a supporting role as an arrogant English actor in the period romantic comedy Shakespeare in Love, starring his then-girlfriend Gwyneth Paltrow. Lael Loewenstein of Variety remarked that Affleck "does some of his very best work, suggesting that comedy may be his true calling," while Janet Maslin of The New York Times found him "very funny". Shakespeare in Love won seven Academy Awards, including Best Picture, while the cast won the Screen Actors Guild Award for Outstanding Performance by a Cast. Affleck then appeared as a small-town sheriff in the supernatural horror film Phantoms. Stephen Holden of The New York Times wondered why actors like Affleck and Peter O'Toole had agreed to appear in the "junky" film: "Affleck's thudding performance suggests he is reading his dialogue for the first time, directly from cue cards."
Affleck and Damon had an on-screen reunion in Kevin Smith's religious satire Dogma, which premiered at the 1999 Cannes Film Festival. Janet Maslin of The New York Times remarked that the pair, playing fallen angels, "bring great, understandable enthusiasm to Mr. Smith's smart talk and wild imaginings". Affleck starred opposite Sandra Bullock in the romantic comedy Forces of Nature (1999), playing a groom whose attempts to get to his wedding are complicated by his free-spirited traveling companion. Joe Leydon of Variety praised "his winning ability to play against his good looks in a self-effacing comic turn". Affleck then appeared opposite Courtney Love in the little-seen ensemble comedy 200 Cigarettes (1999).
Interested in a directorial career, Affleck shadowed John Frankenheimer throughout pre-production of the action thriller Reindeer Games (2000). Frankenheimer, directing his last feature film, described Affleck as having "a very winning, likable quality about him. I've been doing this for a long time and he's really one of the nicest." He starred opposite Charlize Theron as a hardened criminal, with Elvis Mitchell of The New York Times enjoying the unexpected casting choice: "Affleck often suggests one of the Kennedys playing Clark Kent ... He looks as if he has never missed a party or a night's sleep. He's game, though, and his slight dislocation works to the advantage of Reindeer Games." He then had a supporting role as a ruthless stockbroker in the crime drama Boiler Room (2000). A.O. Scott of The New York Times felt Affleck had merely "traced over" Alec Baldwin's performance in Glengarry Glen Ross, while Peter Rainer of New York Magazine said he "does a series of riffs on Baldwin's aria, and each one is funnier and crueler than the next". He provided the voice of Joseph in the animated Joseph: King of Dreams. In his last film role of 2000, Affleck starred opposite his girlfriend Paltrow in the romantic drama Bounce. Stephen Holden of The New York Times praised the "understated intensity and exquisite detail" of his performance: "His portrait of a young, sarcastically self-defined 'people person' who isn't half as confident as he would like to appear is close to definitive."
Affleck reunited with director Michael Bay for the critically derided war drama Pearl Harbor (2001). Todd McCarthy of Variety wrote "the blandly handsome Affleck couldn't convince that he'd ever so much as been turned down for a date, much less lost the love of his life to his best friend". Affleck then parodied Good Will Hunting with Damon and Van Sant in Kevin Smith's Jay and Silent Bob Strike Back (2001), made a cameo in the comedy Daddy and Them (2001), and had a supporting role in the little-seen The Third Wheel (2002). He portrayed the CIA analyst Jack Ryan in the thriller The Sum of All Fears (2002). Stephen Holden of The New York Times felt he was miscast in a role previously played by both Harrison Ford and Alec Baldwin: "Although Mr. Affleck can be appealing when playing earnest young men groping toward maturity, he simply lacks the gravitas for the role." Affleck had an "amazing experience" making the thriller Changing Lanes (2002), and later cited Roger Michell as someone he learned from as a director. Robert Koehler of Variety described it as one of his "most thoroughly wrought" performances: "The journey into a moral fog compels him to play more inwardly and thoughtfully than he ever has before."
Affleck became more involved with television and film production in the early 2000s. He and Damon had set up Pearl Street Films in 1998, named after the street that ran between their childhood homes. Their next production company LivePlanet, co-founded in 2000 with Sean Bailey and Chris Moore, sought to integrate the Internet into mainstream television and film production. LivePlanet's biggest success was the documentary series Project Greenlight, aired on HBO and later Bravo, which focused on first-time filmmakers being given the chance to direct a feature film. Project Greenlight was nominated for the Primetime Emmy Award for Outstanding Reality Program in 2002, 2004 and 2005. Push, Nevada (2002), created, written and produced by Affleck and Bailey, was an ABC mystery drama series that placed a viewer-participation game within the frame of the show. Caryn James of The New York Times praised the show's "nerve, imagination and clever writing", but Robert Bianco of USA Today described it as a "knock-off" of Twin Peaks. The show was cancelled by ABC after seven episodes due to low ratings. Over time, LivePlanet's focus shifted from multimedia projects to more traditional film production. Affleck and his partners signed a film production deal with Disney in 2002; it expired in 2007.
### 2003–2005: Career downturn and tabloid notoriety
While Affleck had been a tabloid figure for much of his career, he was the subject of increased media attention in 2003 because of his relationship with Jennifer Lopez. By the end of the year, Affleck had become, in the words of GQ, the "world's most over-exposed actor". His tabloid fame coincided with a series of poorly received films.
The first of these was Daredevil (2003), in which Affleck starred as the blind superhero. Affleck was a longtime comic book fan, and, in 1999, had written a foreword for Kevin Smith's Guardian Devil about his love for the character of Daredevil. The film was a commercial success, but received a mixed response from critics. Elvis Mitchell of The New York Times said Affleck was "lost" in the role: "Affleck is shriveled by the one-dimensional role ... [Only his scenes with Jon Favreau have] a playful side that allows Mr. Affleck to show his generosity as an actor." In 2014, Affleck described Daredevil as the only film he regretted making. He next appeared as a low-ranking mobster in the romantic comedy Gigli (2003), co-starring Lopez. The film was almost uniformly panned, with Manohla Dargis of the Los Angeles Times remarking that "Affleck doesn't have the chops or the charm to maneuver around (or past) bad material." Rex Reed of The Observer criticized the co-stars, writing that the film reminds the world how "pathetically incompetent they both are in the only two things that matter in career longevity - craft and talent." Yet Affleck has repeatedly defended director Martin Brest since the film's release, describing him as "one of the really great directors". In his last film role of 2003, Affleck starred as a reverse engineer in the sci-fi thriller Paycheck (2003). Peter Bradshaw of The Guardian remarked on Affleck's "self-deprecating charm" and wondered why he could not find better scripts. Manohla Dargis of the Los Angeles Times found it "almost unfair" to critique Affleck, given that he "had such a rough year".
Affleck's poor critical notices continued in 2004 when he starred as a bereaved husband in the romantic comedy Jersey Girl, directed by longtime collaborator Smith. Stephen Holden of The New York Times described Affleck as an actor "whose talent has curdled as his tabloid notoriety has spread." Later that year, he starred opposite James Gandolfini in the holiday comedy Surviving Christmas. Holden noted in The New York Times that the film "found a clever way to use Ben Affleck's disagreeable qualities. The actor's shark-like grin, cocky petulance and bullying frat-boy swagger befit his character." At this point, the quality of scripts offered to Affleck "was just getting worse and worse", the negative press coverage "really started to affect" him, and he decided to take a career break. The Los Angeles Times published a piece on the downfall of Affleck's career in late 2004. The article noted that, unlike film critics and tabloid journalists, "few industry professionals seem to be gloating over Affleck's travails".
### 2006–2015: Emergence as a director
Affleck began a career comeback in 2006 with his acclaimed performance as Superman actor George Reeves in the noir biopic Hollywoodland. Peter Travers of Rolling Stone praised "an award-caliber performance ... This is feeling, nuanced work from an actor some of us had prematurely written off." Geoffrey Macnab of The Guardian said he "beautifully" captured "the character's curious mix of charm, vulnerability and fatalism". He was awarded the Volpi Cup at the Venice Film Festival and was nominated for a Golden Globe for Best Supporting Actor. Also in 2006, he made a cameo in Smith's Clerks II, starred in the little-seen Man About Town and had a minor role in the crime drama Smokin' Aces.
In 2007, Affleck made his feature film directorial debut with Gone Baby Gone, a crime drama set in a working-class Boston neighborhood, starring his brother Casey as a private investigator searching for a young abductee. Affleck co‐wrote the screenplay, based on the book by Dennis Lehane, with childhood friend Aaron Stockard, having first mentioned his intention to adapt the story in 2003. It opened to enthusiastic reviews. Manohla Dargis of The New York Times praised the film's "sensitivity to real struggle", while Stephen Farber of The Hollywood Reporter described it as "thoughtful, deeply poignant, [and] splendidly executed".
While Affleck intended to "keep a primary emphasis on directing" going forward in his career, he acted in three films in 2009. In the ensemble romantic comedy He's Just Not That Into You, the chemistry between Affleck and Jennifer Aniston was praised. Affleck played a congressman in the political thriller State of Play. Wesley Morris of The Boston Globe found him "very good in the film's silliest role," but David Edelstein of New York Magazine remarked of Affleck: "He might be smart and thoughtful in life [but] as an actor his wheels turn too slowly." He had a supporting role as a bartender in the little-seen comedy film Extract. Peter Travers of Rolling Stone described his performance as "a goofball delight", while Manohla Dargis of The New York Times declared it "a real performance". In 2010, Affleck starred in The Company Men as a mid-level sales executive who is made redundant during the financial crisis of 2007–2008. David Denby of The New Yorker declared that Affleck "gives his best performance yet", while Richard Corliss of Time found he "nails Bobby's plunge from hubris to humiliation".
Following the modest commercial success of Gone Baby Gone, Warner Bros. developed a close working relationship with Affleck and offered him his choice of the studio's scripts. He decided to direct the crime drama The Town (2010), an adaptation of Chuck Hogan's novel Prince of Thieves. He also re-wrote the screenplay and starred in the film as a bank robber. The film became a surprise box office hit, and gained further critical acclaim for Affleck. A.O. Scott of The New York Times praised his "skill and self-confidence as a serious director," while Roger Ebert of the Chicago Sun-Times noted: "Affleck has the stuff of a real director. Everything is here. It's an effective thriller, he works closely with actors, he has a feel for pacing." Also in 2010, Affleck and Damon's production company, Pearl Street Films, signed a first-look producing deal at Warner Bros.
Affleck soon began work on his next directorial project, Argo (2012), for Warner Bros. Written by Chris Terrio and starring Affleck as a CIA operative, the film tells the story of the CIA plan to save six U.S. diplomats during the 1979 Iran hostage crisis by faking a production for a large-scale science fiction film. Anthony Lane of The New Yorker said the film offered "further proof that we were wrong about Ben Affleck". Peter Travers of Rolling Stone remarked: "Affleck takes the next step in what looks like a major directing career ... He directs the hell out of it, nailing the quickening pace, the wayward humor, the nerve-frying suspense." A major critical and commercial success, Argo won the Academy Award, Golden Globe Award, and BAFTA Award for Best Picture. The cast won the Screen Actors Guild Award for Outstanding Performance by a Cast. Affleck himself won the Golden Globe Award, Directors Guild of America Award, and BAFTA Award for Best Director, becoming the first director to win these awards without a nomination for the Academy Award for Best Director.
The following year, Affleck played a romantic lead in Terrence Malick's experimental drama To the Wonder. Malick, a close friend of Affleck's godfather, first met Affleck in the 1990s to offer advice about the plot of Good Will Hunting. Peter Bradshaw of The Guardian enjoyed "a performance of dignity and sensitivity," while The New Yorker's Richard Brody described Affleck as "a solid and muscular performer" who "conveys a sense of thoughtful and willful individuality". Affleck's performance as a poker boss was considered a highlight of the poorly reviewed thriller Runner Runner (2013). Betsy Sharkey of the Los Angeles Times remarked that it was "one killer of a character, and Affleck plays him like a Bach concerto – every note perfectly played."
He then pushed back production on his own directorial project to star as a husband accused of murder in David Fincher's psychological thriller Gone Girl (2014). Fincher cast him partly because he understood what it felt like to be misrepresented by tabloid media: "What many people don't know is that he's crazy smart, but since he doesn't want that to get awkward, he downplays it. I think he learned how to skate on charm." David Edelstein of New York Magazine noted that Fincher's controlled style of directing had a "remarkable" effect on Affleck's acting: "I never thought I'd write these words, but he carries the movie. He's terrific." Justin Chang of Variety found Affleck "perfectly cast": "It's a tricky turn, requiring a measure of careful underplaying and emotional aloofness, and he nails it completely." In 2015, Affleck and Damon's Project Greenlight was resurrected by HBO for one season.
### 2016–2019: Batman and continued directing
Given Affleck's growing reputation as a filmmaker, his decision to star as Batman in the 2016 superhero film Batman v Superman: Dawn of Justice was regarded by Dave Itzkoff of The New York Times as "a somewhat bewildering choice". Although the casting announcement was met with intense fan backlash, Affleck's performance ultimately earned a positive reception. Andrew Barker of Variety found him "a winningly cranky, charismatic presence," while Brian Truitt of USA Today enjoyed his "strong" and "surprisingly emotional" take on the character. Affleck reprised his role as Batman later that year, making a brief cameo appearance in Suicide Squad (2016). He starred as an autistic accountant in the action thriller The Accountant (2016), which was an unexpected commercial success. Peter Debruge of Variety felt Affleck's "boy-next-door" demeanor – "so normal and non-actorly that most of his performances feel like watching one of your buddies up on screen" – was "a terrific fit" for the role. Stephen Holden of The New York Times wondered why Affleck, "looking appropriately dead-eyed and miserable," committed himself to the film.
Live by Night, which Affleck wrote, directed, co-produced, and starred in, was released in late 2016. Adapted from Dennis Lehane's novel of the same name, the Prohibition-era gangster drama received largely unenthusiastic reviews and failed to recoup its \$65 million production budget. David Sims of The Atlantic described it as "a fascinating mess of a movie" and criticized Affleck's "stiff, uncomfortable" performance. He noted that one of the last action scenes "is so wonderfully staged, its action crisp and easy to follow, that it reminds you what skill Affleck has with the camera". In October 2016, Affleck and Damon made a one-off stage appearance for a live reading of the Good Will Hunting screenplay at New York's Skirball Theater. The superhero film Justice League, in which Affleck returned as Batman, was released in 2017. He later described it as a "difficult" on-set experience. Snyder stepped down during filming due to the death of his daughter by suicide, the replacement director Joss Whedon's treatment of actors was the subject of complaints, and Affleck himself was struggling with addiction issues. The film drew mixed opinions from critics; Todd McCarthy of The Hollywood Reporter wrote that Affleck "looks like he'd rather be almost anywhere else but here."
Amidst an alcoholism relapse, Affleck did not work in 2017. He stepped down as director, writer and, ultimately, as the star of The Batman, saying he "couldn't crack it" and no longer felt "passionate" about the story. Filming of the drug-trafficking thriller Triple Frontier was postponed by six months in order to accommodate his treatment for "health issues". Upon Triple Frontier's release in 2019, Rodrigo Perez of The Playlist remarked that director J.C. Chandor "gets a lot of mileage out of the Sad Affleck narrative and perhaps both director and actor lean into the idea." Later in 2019, Affleck made a cameo appearance in Jay and Silent Bob Reboot, having had little contact with Kevin Smith since the making of Clerks II in 2006. Affleck played a supporting role as a diplomat in Dee Rees's political thriller The Last Thing He Wanted (2020). The Netflix movie, filmed in mid-2018, received negative reviews from critics, with Tomris Laffly of Variety describing Affleck's performance as "oddly removed".
### 2020–present: Supporting roles and Air
Affleck's starring role as a recovering alcoholic in the sports drama The Way Back (2020) was widely praised. The themes of the movie were "close to home" for Affleck. He relapsed during pre-production in 2018 and the movie was shot in the days after he left rehab; Affleck agreed to put his salary in escrow and was accompanied to set by a sober coach. Richard Lawson of Vanity Fair said it was hard to avoid the movie's "meta angle": "Affleck handles his self-conscious task with a generous humility—giving a performance built not out of histrionics or big actor moments, but instead from the messy details of a man in a plateaued distress". David Sims of The Atlantic praised the "subtlety", "vulnerability" and "lumbering physicality" of his performance, describing it as "the rawest and most natural" work of his career. Due to the COVID-19 pandemic, cinemas closed in the second week of the movie's release and Warner Bros. made it available to view-on-demand earlier than scheduled. He received a Best Actor nomination at the 2021 Critics' Choice Awards. Also in 2021, Snyder's director's cut of Justice League featured a newly filmed scene with Affleck.
Affleck had supporting roles in two 2021 releases. He played Peter II, Count of Alençon, a hedonistic aristocrat in Ridley Scott's medieval drama The Last Duel; he also co-wrote the movie's screenplay with Damon and Nicole Holofcener. Bilge Ebiri of New York Magazine was impressed by Affleck's "imperious" performance as the "wonderfully skeezy Pierre, a marvelously out-there creation who shouldn't work at all and yet becomes an engine of uneasy delights." Brian Truitt of USA Today said he "steals the movie": "He seems to have written the most entertaining character in the movie for himself, but we'll allow it." Later that year, Affleck appeared as a substitute father figure in George Clooney's coming-of-age drama The Tender Bar. The film premiered at the London Film Festival, with Clooney remarking that he cast Affleck because he is "very intelligent, and he can also come off as the big goomba." Pete Hammond of Deadline described it as "a part he was born to play", writing that he "beautifully and knowingly" delivered "an unforgettable portrait of the uncle you wish you had." Kevin Maher of The Times said he played the role with "extraordinary subtly and depth": "He dominates his every scene, with deftly delivered quips, comedy reaction shots or sheer hang-dog charisma alone." For the role, Affleck was nominated for the Golden Globe Award and Screen Actors Guild Award for Best Supporting Actor.
In 2022, Affleck and Ana de Armas starred in Adrian Lyne's thriller Deep Water, an adaptation of Patricia Highsmith's novel. It was released on streaming service Hulu and received largely negative reviews. Justin Chang of the Los Angeles Times said Affleck "excels at playing the emasculated dreamboat, the golden boy gone to seed." Adam Nayman of The Ringer said the film "serves as an example of his formidable skill set within a very specific range": "What used to seem like the callow cockiness of a handsome front-runner has hardened—and deepened—into a kind of grizzled charisma, the gravitas of a frat boy facing down his own expiration date." He also made a cameo appearance in Smith's Clerks III.
Affleck's fifth directorial project, Air, about Nike's signing of Michael Jordan, premiered at the 2023 SXSW Film Festival to critical acclaim; it was given a wide theatrical release by Amazon Studios in April, then offered for streaming on Amazon Prime. Affleck portrayed the supporting role of Phil Knight, while other cast members include Matt Damon, Viola Davis, Chris Tucker, and Jason Bateman. It marked the first release from Affleck and Damon's independent production company Artists Equity, which aims to share profits with all stakeholders. Affleck serves as the company's CEO and intends to work exclusively for Artists Equity as a filmmaker.
Affleck starred as a detective in Robert Rodriguez's action thriller Hypnotic, which was released in theatres in May 2023. He made a cameo appearance as Batman in The Flash and was also set to reprise the role for Aquaman and the Lost Kingdom before his scenes in the film were deleted.
## Philanthropy
### Eastern Congo Initiative
After travelling in the region between 2007 and early 2010, Affleck and Whitney Williams co-founded the nonprofit organization Eastern Congo Initiative in 2010. ECI acts as a grant maker for Congolese-led, community-based charities. It offers training and resources to cooperatives of Congolese farmers while leveraging partnerships with companies including Theo Chocolate and Starbucks. ECI also aims to raise public awareness and drive policy change in the United States.
Affleck has written op-eds about issues facing eastern Congo for the Washington Post, Politico, the Huffington Post, Time, The New York Times and the Los Angeles Times. He has appeared as a discussion panelist at many events, including at the Center for Strategic and International Studies, the Global Philanthropy Forum, and the Clinton Global Initiative. During visits to Washington D.C., Affleck has testified before the House Subcommittee on Africa, Global Health and Human Rights, the House Armed Services Committee, the Senate Foreign Relations Committee, and the Senate Appropriations Subcommittee on State, Foreign Operations, and Related Projects.
### Other charitable causes
Affleck is a supporter of the A-T Children's Project. While filming Forces of Nature in 1998, Affleck befriended ten-year-old Joe Kindregan (1988–2015), who had the rare disease ataxia-telangiectasia (A-T), and his family. He became actively involved in fundraising for A-T, and he and Kindregan testified before the House Appropriations Subcommittee on Labor, Health & Human Services, and Education in 2001, asking senators to support stem-cell research and to double the budget of the National Institutes of Health. In 2007, Affleck was the keynote speaker at Kindregan's high school graduation ceremony in Fairfax, Virginia. Kindregan appeared as an extra in Argo (2012). In 2013, in celebration of Kindregan's 25th birthday and "15 years of friendship with Joe and his family," Affleck and Garner matched donations made to the A-T Children's Project. Affleck appeared in CinemAbility (2013), a documentary film which explores Hollywood's portrayals of people with disabilities.
As part of USO-sponsored tours, Affleck visited marines stationed in the Persian Gulf in 2003, and troops at Germany's Ramstein Air Base in 2017. He is a supporter of Paralyzed Veterans of America. He filmed public service announcements for the organization in both 2009 and 2014. He has also volunteered on behalf of Operation Gratitude.
Affleck is a member of Feeding America's Entertainment Council. He made an appearance at the Greater Boston Food Bank in 2007, and at a Denver food bank in 2008. Affleck spoke at a Feeding America rally in Washington D.C. in 2009, and filmed a public service announcement for the charity in 2010. Affleck and Ellen DeGeneres launched Feeding America's Small Change Campaign in 2011. Also that year, he and Howard Graham Buffett co-wrote an article for The Huffington Post, highlighting the "growing percentage of the food insecure population that is not eligible for federal nutrition programs". During the COVID-19 pandemic, Affleck organized an online celebrity poker tournament to benefit the charity, made a personal donation and urged others to support the cause.
Affleck is a supporter of the Los Angeles-based homelessness charity Midnight Mission, having volunteered at and donated to the charity. He has also volunteered at Atlanta Mission.
## Political views
Affleck has described himself as "moderately liberal." He was raised in "a very strong union household". In 2000, he spoke at a rally at Harvard University in support of an increased living wage for all workers on campus; his father worked as a janitor at the university. He later narrated a documentary, Occupation (2002), about a sit-in organized by the Harvard Living Wage Campaign. Affleck and Senator Ted Kennedy held a press conference on Capitol Hill in 2004, pushing for an increase in the minimum wage. He spoke at a 2007 press conference at Boston's City Hall in support of SEIU's unionization efforts for the city's low-paid hospital workers. During the Writers' Strike in 2008, Affleck voiced support for the picketers.
Affleck is pro-choice. In a 2000 interview, he stated that he believes "very strongly in a woman's right to choose". In 2012, he supported the Draw the Line campaign, describing reproductive rights as "fundamental".
Affleck was a longtime supporter of legalizing gay marriage, saying in 2004 that he hoped to look back on the marriage debate "with some degree of embarrassment for how antiquated it was". Also that year, he remarked that it was "outrageous and offensive" to suggest members of the transgender community were not entitled to equal rights. He appeared alongside his gay cousin in a 2005 Parents and Friends of Lesbians and Gays print advertising campaign.
Affleck appeared at a press conference with New York Senator Chuck Schumer in 2002, in support of a proposed Anti-Nuclear Terrorism Prevention Act. In 2003, he criticized the "questionable and aggressive" use of the Patriot Act and the resulting "encroachments on civil liberties". A reporter for The Washington Post overheard Affleck denouncing the Israeli invasion of Gaza at a Washington party in 2009. Steven Clemons, a participant in the conversation, said Affleck listened "to alternative takes ... What Affleck spoke about that night was reasoned, complex and made a lot of sense." Later that year, in a New York Times interview, Affleck remarked that his views were closer to those of the Israeli Labor Party than Likud.
Affleck criticized the Bush tax cuts on many occasions. In 2007, he filmed a public service announcement for Divided We Fail, a nonpartisan AARP campaign seeking affordable, quality healthcare for all Americans.
During the 2008 presidential campaign, Affleck expressed concern about conspiracy theories claiming Barack Obama was an Arab or a Muslim: "This prejudice that we have allowed to fester in this campaign ... the acceptance of both of those things as a legitimate slur is really a problem." In 2012, he praised Senator John McCain's leadership in defending Huma Abedin against anti-Muslim attacks. Affleck engaged in a discussion about the relationship between liberal principles and Islam during a 2014 appearance on Real Time with Bill Maher. In a 2017 Guardian interview, he said: "I strongly believe that no one should be stereotyped on the basis of their race or religion. It's one of the most fundamental tenets of liberal thought."
Affleck supports the Second Amendment, and said in 2012 that he owned several guns, both for skeet shooting and for the protection of his family. In 2020, he said trips to gun ranges as a young adult made him "uncomfortable to remember ... given the subsequent tragedies with young people and guns."
Affleck appeared alongside then-Senator Barack Obama at a 2006 rally in support of Proposition 87, which sought to reduce petroleum consumption in favor of alternative energy. He appeared in a global warming awareness video produced by the Center for American Progress Action Fund in 2007. Also that year, Affleck admitted he was not "particularly good at being green" while, in 2014, he named "a 1966 Chevelle" as his guilty pleasure. In 2016, Affleck filmed an endorsement for Rezpect Our Water, an online petition to stop construction of the Dakota Access Pipeline.
## Activism
Affleck registered to vote as a Democrat in 1992, and has campaigned on behalf of several Democratic presidential nominees. He supported Al Gore in the final weeks of the 2000 presidential campaign, attending rallies in California, Pennsylvania, and Florida. However, Affleck was unable to vote due to a registration issue in New York, where he was residing at the time, and later joked, "I'm going to vote twice next time, in true Boston fashion."
Affleck was involved in the 2004 presidential campaign of John Kerry. During the Democratic National Convention in Boston, he spoke to many delegations, appeared on political discussion shows, and attended fundraising events. Affleck took part in a voter registration public service announcement, and traveled with Kerry during the opening weekend of his Believe in America Tour, making speeches at rallies in Pennsylvania, West Virginia, and Ohio.
Affleck campaigned for President Barack Obama. He appeared alongside the then-Senator at a 2006 rally, introducing him as "the most galvanizing leader to come out of either party, in my opinion, in at least a decade". He donated to Obama's presidential campaign in 2007, and hosted two fundraisers for the candidate during the 2008 Democratic Primary. Affleck urged voters to "help make history" in a MoveOn.org campaign, and made several appearances during the 2008 Democratic National Convention. In the week of the presidential election, he appeared on Saturday Night Live to jokingly endorse Senator John McCain. Affleck did not actively campaign for Obama's reelection in 2012, though he still supported him.
Affleck supported Hillary Clinton's 2016 presidential election campaign. He first met Clinton at Camp David in 1998 and, when she was a Senate candidate in 2000, he introduced her at a Cornell University rally and helped fundraise for her campaign. Affleck pointed to the First Lady's work with children, women and "working families". He supported Obama during the 2008 Democratic Primary, noting that Clinton had "moved toward the center" during the campaign. Affleck donated to Clinton's campaign fund during the 2016 Democratic Primary. During the 2016 presidential election, Affleck recorded a New Hampshire voter public service announcement, and was named by the Clinton campaign as a "Hillblazer" – one of 1,100 individuals who had contributed or raised at least \$100,000. OpenSecrets reported that he raised \$149,028.
During the latter stages of the 2020 Democratic Party presidential primaries, Affleck said during an interview conducted in Spanish: "I like Bernie, I like Biden, I like Warren but the thing is that most of all; I don't like Trump." When Biden became the Democratic candidate, he donated to his campaign fund.
In 2002, Affleck donated to Dick Gephardt's Congressional campaign, Robert Reich's campaign for Governor of Massachusetts, and appeared in campaign literature for former classmate Marjorie Decker, running as a city councillor in Massachusetts. He made donations to the presidential campaigns of both Dennis Kucinich and Wesley Clark in 2003. In 2005, he donated to the campaign fund of Deval Patrick, a candidate for Governor of Massachusetts. In 2006, Affleck contributed to Cory Booker's Newark mayoral campaign, to Eliot Spitzer's New York gubernatorial campaign, and introduced Congressmen Joe Courtney and Chris Murphy at rallies in Connecticut. He donated to the 2008 Congressional campaign of Pennsylvania's Patrick Murphy, and to the 2010 Senate campaign of Kirsten Gillibrand. Affleck hosted a 2012 fundraiser for Senate candidate Elizabeth Warren, endorsed her in a Progressive Change Campaign Committee video, and made a campaign donation. In 2013, he hosted a fundraiser for Cory Booker, and made donations to the Senate campaigns of both Booker and Alison Lundergan Grimes. In 2014, he donated to Bobby Shriver's Los Angeles County Supervisor campaign, and to Prophet La'omar Walker's California State Assembly campaign. He donated to the campaign of Senate candidate Kamala Harris in 2015 and, in 2016, he donated to the Congressional campaign of Melissa Gilbert and the West Virginia Senate campaign of Corey Palumbo. In 2017, he donated to the Senate reelection campaigns of Elizabeth Warren and Chris Coons, and to Adam Schiff's Congressional campaign. In 2018, he made contributions to the Congressional campaigns of Alexandria Ocasio-Cortez, Sharice Davids and Leann Jacobsen, and to Michigan gubernatorial candidate Abdul El-Sayed and Georgia gubernatorial candidate Stacey Abrams. In 2019, Affleck donated to the presidential campaigns funds of both Cory Booker and Kamala Harris, and hosted a fundraiser for Booker. Also in 2019, he contributed to the congressional campaign funds of both Alexandria Ocasio-Cortez and Ilhan Omar. In 2020, he spoke at a virtual rally in support of Whitney Williams, a candidate in the 2020 Montana gubernatorial election, and donated to her campaign fund.
In the early 2000s, Affleck often expressed an interest in running for political office one day, but since 2007, he has denied any political ambitions and spoken repeatedly about the need for campaign finance reform. In 2005, The Washington Post reported that Virginia Democrats were trying to persuade Affleck to run as a Senate candidate. His publicist dismissed the rumor. In 2012, political pundits and Democratic strategists including Bob Shrum and Tad Devine speculated that Affleck was considering running for a Massachusetts Senate seat. Affleck denied the rumor, and joked that he "also won't be throwing my hat in the ring to run the U.N."
## Personal life
### Relationship with Jennifer Garner
Affleck was married to actress Jennifer Garner from 2005 to 2018. They began dating in August 2004, having established a friendship on the sets of Pearl Harbor (2001) and Daredevil (2003). They were married on June 29, 2005, in a private Turks and Caicos ceremony. Victor Garber, who officiated the ceremony, and his partner, Rainer Andreesen, were the only guests. Affleck and Garner have three children together: daughters Violet Anne (born December 2005) and Seraphina Rose Elizabeth (born January 2009), and son Samuel Garner (born February 2012).
They publicly announced their separation in June 2015, with Affleck continuing to live in a guesthouse at the family home until mid-2017. They jointly filed for divorce in April 2017, seeking joint physical and legal custody of their children. They jointly hired a mediator to help them negotiate a financial settlement and the divorce was finalized in October 2018. In 2020, Affleck described the divorce as "the biggest regret of my life" and "a painful experience, even if you're on the best possible terms and you agree it's the best choice."
While Affleck believes paparazzi attention is "part of the deal" of stardom, he has spoken out against photographs taken at his private residence and paparazzi interest in his children specifically, who he says became the "big money" draw for photographers waiting outside his home. In 2013, Affleck and Garner hosted an event for lawmakers at their home in support of a bill that would protect celebrities' children from harassment by photographers; their six-year-old daughter made a speech about her personal experiences. Garner also testified before the California Assembly Judiciary Committee in support of the bill, which later became law. Despite the legislation, photographers still regularly wait outside their children's school and police assistance is sometimes required. In 2014, Affleck argued in favor of United Kingdom-style legislation that requires media outlets to blur children's faces in published photos. He has said there are "real practical dangers" involved in paparazzi attention, citing Garner's longtime stalker, Steven Burky, who was arrested in December 2009 while trying to blend in with paparazzi outside their daughter's preschool. He was charged with two counts of stalking, to which he pleaded not guilty by reason of insanity. In March 2010, he was ruled insane, sent to California's state mental hospital, and ordered to stay away from the Affleck-Garner family for 10 years if released.
### Relationship with Jennifer Lopez
Affleck first dated Jennifer Lopez from 2002 to 2004. They became friends on the set of Gigli in December 2001, having previously encountered each other at industry parties. They began a romantic relationship in July 2002 when Lopez filed for divorce from her second husband, Cris Judd. Their relationship was extensively publicized, with tabloids referring to the couple as Bennifer, the first celebrity portmanteau of its kind. They appeared together in the music video for her song "Jenny from the Block" and the film Jersey Girl. Lopez's album This Is Me... Then was dedicated to and inspired by Affleck. They became engaged in November 2002 but their planned wedding on September 14, 2003, was postponed with four days' notice because of "excessive media attention". They called off the engagement in January 2004.
Affleck and Lopez remained in occasional contact in the years after their breakup and spoke highly of each other in public. According to Lopez, Affleck's discomfort with the media scrutiny was one reason for their split and, years later, she described it as her "first real heartbreak": "I think different time, different thing, who knows what could've happened but there was a genuine love there." Both during the relationship and in the months after the break-up, Affleck characterized some of the media commentary as rooted in racism, classism and sexism: "We were thought of as two different kinds of people." In subsequent years, he pushed back against the "curious notion" that he should view the relationship as a mistake, and reflected on the prevailing tabloid culture at the time "where it's about one person and everybody focuses on them." Affleck acknowledged that "there were ways I did contribute to it", citing the "Jenny from the Block" music video and a joint promotional interview for Gigli. He said neither of them "anticipated" the degree of attention they would receive: "I think Jen and I made a mistake in that we fell in love, we were excited and maybe too accessible."
Affleck and Lopez began dating again in April 2021, 20 years after they had first met, and announced their second engagement in April 2022. They were married in a Las Vegas ceremony on July 16, 2022 and hosted a larger celebration for family and friends at Affleck's Georgia house later that summer. Affleck is step-father to Lopez's twins.
### Other relationships
Affleck began dating actress Gwyneth Paltrow in October 1997 after they met at a Miramax dinner, and they later worked together on Shakespeare in Love (1998). Although they first broke up in January 1999, months later, Paltrow persuaded Affleck to co-star with her in Bounce (2000) and they soon resumed their relationship. They separated again in October 2000. In 2015, Paltrow said they were friends.
Affleck had a long-distance relationship with New York-based television producer Lindsay Shookus from mid-2017 to mid-2018; they briefly dated again in early 2019. Shookus served as the head of Saturday Night Live's talent department at the time, a show which Affleck has hosted five times since 2000. Affleck dated Cuban actress Ana de Armas, whom he met on the set of Deep Water in the fall of 2019, from early 2020 to early 2021.
### Health
Affleck has both anxiety and depression, and has taken antidepressants since age 26. He is a recovering alcoholic and follows a twelve-step program. He said he used alcohol to alleviate a constant feeling of "discomfort" and remarked that it "took me a long time to fundamentally, deeply, without a hint of doubt, admit to myself that I am an alcoholic."
There is a history of addiction and mental illness in Affleck's family. Two of his grandparents were alcoholics. His paternal grandmother, addicted to both alcohol and barbiturates, died by suicide at age 46. His paternal uncle was an addict who died from a self-inflicted gunshot wound. His aunt was a heroin addict. Affleck attended Al-Anon support meetings as a child due to his father's addiction issues. His brother is a recovering alcoholic.
Affleck's own drinking became a concern when he was fifteen. His mother sent him to an Outward Bound wilderness camp for at-risk teenagers, having first considered a residential recovery program. Affleck became sober in his mid-twenties, stating in a 1998 interview that alcohol was "dangerous" for him. He received residential treatment for addiction in 2001 and maintained his sobriety for a "couple of years" afterward. In subsequent years, he refused to discuss his alcoholism in detail and later described it as a period where he "drank relatively normally". "I thought, 'I want to just drink like a normal person. I want to have wine at dinner.' And I was able to for about eight years." Affleck gradually began to drink "more and more" and, eventually, was drinking until he "passed out" on a nightly basis. Garner supported Affleck's struggles with alcoholism during and after their marriage and said in 2020 that attending Al-Anon meetings empowered her to change "the dance" of their relationship. Affleck returned to residential treatment in 2017 and, following a publicly documented relapse and intervention, again in 2018. He received further outpatient treatment over the following year. In late 2019, TMZ filmed him stumbling on a Los Angeles street; he acknowledged the following day that he had a brief "slip" after over a year of sobriety. He later described the incident as "embarrassing": "I wish it didn't happen. I really wish it wasn't on the internet for my kids to see."
During press for The Way Back (2020), in which he plays an alcoholic, Affleck stressed that he felt "vulnerable" when talking about his addiction and did not intend to "go on talking about this issue forever": "I think the value, if there is value in me talking about being a recovering alcoholic, is that that doesn't have to be who you are. That doesn't have to be the label on your head." In 2023, he said he often advises fellow actors to avoid speaking publicly about their addiction issues where possible: "You don't need to be anybody's poster child."
### Professional gambling
Affleck won the 2004 California State Poker Championship, taking home the first prize of \$356,400 and qualifying for the 2004 World Poker Tour final tournament. He was one of many celebrities, along with Leonardo DiCaprio and Tobey Maguire, who took part in Molly Bloom's high-stakes poker games in the mid-2000s. In 2014, Affleck was asked to refrain from playing blackjack at the Hard Rock Hotel in Las Vegas, after a series of wins aroused suspicion that he was counting cards, which is a legal gambling strategy, though frowned upon by casinos. Affleck has repeatedly denied tabloid reports of a gambling addiction.
### Religious beliefs
Affleck came from an Episcopalian family, but was not raised in a religious household. In 2008, he listed the Gospel of Matthew as one of the books that made a difference in his life. As infants, each of his three children were baptized as members of the United Methodist Church and, from 2015 to 2020, Affleck, Garner and their children were regularly photographed at Methodist church services in Los Angeles.
Affleck is agnostic and has described faith as a "struggle": "But the twelve-step program is faith-based ... Faith has served me well in recovery as an alcoholic." He identifies more with the teachings of Buddhism: "I have a difficult time with the theistic aspects of AA ... One of the things I like about Buddhism is it's like, believe what you believe."
### Ancestry
Much of Affleck's ancestry is English, Welsh, Scottish and German with a smattering of Irishness. Affleck's said-to-be maternal great-great-grandfather, Heinrich Boldt, who, aged 12, accidentally discovered the Curmsun Disc, emigrated from Prussia in the late 1840s.
Affleck appeared on the PBS genealogy series Finding Your Roots in 2014. When told that an ancestor had been a slave owner in Georgia, Affleck responded: "God. It gives me kind of a sagging feeling to see a biological relationship to that. But, you know, there it is, part of our history ... We tend to separate ourselves from these things by going like, 'It's just dry history, and it's all over now'." Leaked emails from the 2015 Sony email hacking scandal showed that, after filming, Affleck felt uncomfortable about the segment, which was not included in the final broadcast. The show's host, professor Henry Louis Gates Jr., stated: "We focused on what we felt were the most interesting aspects of his ancestry." An internal investigation by PBS concluded that Affleck had exerted "improper influence" over the editorial process and that the producers of the show, including Gates, had violated PBS standards by improperly withholding information. The show was temporarily postponed, resuming after a fact-checker and an "independent genealogist" were added to the show's staff. Affleck's episode was removed from the show's online archive.
In 2009, the New England Historic Genealogical Society discovered that Affleck is an 11th cousin of the 44th president of the United States, Barack Obama.
### Me Too allegations
During the Me Too movement in 2017, Affleck was accused by two women of inappropriate behavior. Actress Hilarie Burton stated that, during an on-air appearance on TRL Uncensored in 2003, Affleck "wraps his arm around me, and comes over and tweaks my left boob". Affleck responded on Twitter: "I acted inappropriately toward Ms. Burton and I sincerely apologize." Annamarie Tendler, a makeup artist, said that Affleck "grabbed my ass at a Golden Globes party in 2014 ... He tried to play it like he was politely moving me out of the way."
In response to the Harvey Weinstein scandal, Affleck pledged to donate any future profits from his early Miramax films to charities supporting victims of sexual assault, and said he had only been aware that Weinstein "was sleazy and a bully." In a tweet, actress Rose McGowan responded: "You lie." She said she met Affleck after being sexually assaulted by Weinstein during the Sundance Film Festival in 1997 and told him, while crying, that she had "just come from Harvey's and he said, 'Goddamnit, I told him to stop doing that.'" In a leaked email regarding McGowan's case, Affleck stated: "I never saw Rose at any hotel in Sundance. She never told me nor did I ever infer that she was attacked by anyone." In a 2019 interview, Affleck said: "I don't really want to get into other people's individual stories because I feel like those are their stories and they're entitled to tell as much or as little of those as they want. I believe Rose. I support her. I really like and admire her tenacity and I wish her the best." In 2020, McGowan clarified her comments: "It's not like I'm raging at Ben Affleck. I never said to him, 'I was just raped.' It's just more to illustrate the point of this continual thing of everybody knowing and everybody being part of it, unwittingly or proactively."
## Filmography and awards
Affleck has appeared in more than 50 films and won many accolades throughout his career as an actor, writer, and director. He first gained recognition as a writer when he won the Golden Globe and the Academy Award for Best Original Screenplay for Good Will Hunting (1997), which he co-wrote with Matt Damon; Affleck remains the youngest person ever to win a Best Original Screenplay Oscar, at 25 years old. As an actor, he received Golden Globe nominations for his performances in Hollywoodland (2006) and The Tender Bar (2021). The film Argo (2012), which he directed, co-produced, and starred in, won him the Golden Globe Award, BAFTA, and Directors Guild Award for Best Director, as well as the Golden Globe Award, BAFTA, the Producers Guild Award, and the Academy Award for Best Picture. |
218,075 | SS Edmund Fitzgerald | 1,173,351,828 | Great Lakes freighter sunk in Lake Superior | [
"1958 ships",
"Great Lakes freighters",
"Maritime incidents in 1975",
"Merchant ships of the United States",
"November 1975 events in North America",
"Queen of the Lakes",
"Rogue wave incidents",
"Ships built in River Rouge, Michigan",
"Ships lost with all hands",
"Shipwrecks of Lake Superior"
]
| SS Edmund Fitzgerald was an American Great Lakes freighter that sank in Lake Superior during a storm on November 10, 1975, with the loss of the entire crew of 29 men. When launched on June 7, 1958, she was the largest ship on North America's Great Lakes, and she remains the largest to have sunk there. She was located in deep water on November 14, 1975, by a U.S. Navy aircraft detecting magnetic anomalies, and found soon afterwards to be in two large pieces.
For 17 years, Edmund Fitzgerald carried taconite from mines near Duluth, Minnesota, to iron works in Detroit, Michigan; Toledo, Ohio; and other Great Lakes ports. As a workhorse, she set seasonal haul records six times, often breaking her own record. Captain Peter Pulcer was known for piping music day or night over the ship's intercom while passing through the St. Clair and Detroit rivers (between Lake Huron and Lake Erie), and entertaining spectators at the Soo Locks (between Lakes Superior and Huron) with a running commentary about the ship. Her size, record-breaking performance, and "DJ captain" endeared Edmund Fitzgerald to boat watchers.
Carrying a full cargo of ore pellets with Captain Ernest M. McSorley in command, she embarked on her ill-fated voyage from Superior, Wisconsin, near Duluth, on the afternoon of November 9, 1975. En route to a steel mill near Detroit, Edmund Fitzgerald joined a second taconite freighter, SS Arthur M. Anderson. By the next day, the two ships were caught in a severe storm on Lake Superior, with near-hurricane-force winds and waves up to 35 feet (11 m) high. Shortly after 7:10 p.m., Edmund Fitzgerald suddenly sank in Canadian (Ontario) waters 530 feet (88 fathoms; 160 m) deep, about 17 miles (15 nautical miles; 27 kilometers) from Whitefish Bay near the twin cities of Sault Ste. Marie, Michigan, and Sault Ste. Marie, Ontario—a distance Edmund Fitzgerald could have covered in just over an hour at her top speed.
Edmund Fitzgerald previously reported being in significant difficulty to the saltwater vessel Avafors: "I have a bad list, lost both radars. And am taking heavy seas over the deck. One of the worst seas I've ever been in." However, no distress signals were sent before she sank; Captain McSorley's last (7:10 p.m.) message to Arthur M. Anderson was, "We are holding our own." Her crew of 29 perished, and no bodies were recovered. The exact cause of the sinking remains unknown, though many books, studies, and expeditions have examined it. Edmund Fitzgerald may have been swamped, suffered structural failure or topside damage, grounded on a shoal, or suffered from a combination of these.
The disaster is one of the best known in the history of Great Lakes shipping. Canadian singer Gordon Lightfoot made it the subject of his 1976 hit song "The Wreck of the Edmund Fitzgerald" after reading an article, "The Cruelest Month", in the November 24, 1975, issue of Newsweek. The sinking led to changes in Great Lakes shipping regulations and practices that included mandatory survival suits, depth finders, positioning systems, increased freeboard, and more frequent inspection of vessels.
## History
### Design and construction
Northwestern Mutual Life Insurance Company of Milwaukee, Wisconsin, invested in the iron and minerals industries on a large scale, including the construction of Edmund Fitzgerald, which represented the first such investment by any American life insurance company. In 1957, they contracted Great Lakes Engineering Works (GLEW), of River Rouge, Michigan, to design and construct the ship "within a foot of the maximum length allowed for passage through the soon-to-be completed Saint Lawrence Seaway." The ship's value at that time was \$7 million (equivalent to \$ in ). Edmund Fitzgerald was the first laker built to the maximum St. Lawrence Seaway size, which was 730 feet (222.5 m) long, 75 feet (22.9 m) wide, and with a 25 foot (7.6 m) draft. The moulded depth (roughly speaking, the vertical height of the hull) was 39 ft (12 m). The hold depth (the inside height of the cargo hold) was 33 ft 4 in (10.16 m). GLEW laid the first keel plate on August 7 the same year.
With a deadweight capacity of 26,000 long tons (29,120 short tons; 26,417 t), and a 729-foot (222 m) hull, Edmund Fitzgerald was the longest ship on the Great Lakes, earning her the title Queen of the Lakes until September 17, 1959, when the 730-foot (222.5 m) SS Murray Bay was launched. Edmund Fitzgerald's three central cargo holds were loaded through 21 watertight cargo hatches, each 11 by 48 feet (3.4 by 14.6 m) of 5⁄16-inch-thick (7.9 mm) steel. Originally coal-fired, her boilers were converted to burn oil during the 1971–72 winter layup. In 1969, the ship's maneuverability was improved by the installation of a diesel-powered bow thruster.
By ore freighter standards, the interior of Edmund Fitzgerald was luxurious. Her J.L. Hudson Company–designed furnishings included deep pile carpeting, tiled bathrooms, drapes over the portholes, and leather swivel chairs in the guest lounge. There were two guest staterooms for passengers. Air conditioning extended to the crew quarters, which featured more amenities than usual. A large galley and fully stocked pantry supplied meals for two dining rooms. Edmund Fitzgerald's pilothouse was outfitted with "state-of-the-art nautical equipment and a beautiful map room."
### Name and launch
Northwestern Mutual wanted to name the ship after its president and chairman of the board, Edmund Fitzgerald. Fitzgerald's own grandfather and all great uncles had themselves been lake captains, and his father owned the Milwaukee Drydock Company, which built and repaired ships. Fitzgerald had attempted to dissuade the naming of the ship after himself, proposing the names Centennial, Seaway, Milwaukee and Northwestern. The board was resolute, and Edmund abstained from voting; the 36 board members voted unanimously to name her the SS Edmund Fitzgerald. More than 15,000 people attended Edmund Fitzgerald's christening and launch ceremony on June 7, 1958. The event was plagued by misfortunes. When Elizabeth Fitzgerald, wife of Edmund Fitzgerald, tried to christen the ship by smashing a champagne bottle over the bow, it took her three attempts to break it. A delay of 36 minutes followed while the shipyard crew struggled to release the keel blocks. Upon sideways launch, the ship created a large wave that "doused" the spectators and then crashed into a pier before righting herself. Other witnesses later said they swore the ship was "trying to climb right out of the water". On September 22, 1958, Edmund Fitzgerald completed nine days of sea trials.
### Career
Northwestern Mutual's normal practice was to purchase ships for operation by other companies. In Edmund Fitzgerald's case, they signed a 25-year contract with Oglebay Norton Corporation to operate the vessel. Oglebay Norton immediately designated Edmund Fitzgerald the flagship of its Columbia Transportation fleet.
Edmund Fitzgerald was a record-setting workhorse, often beating her own milestones. The vessel's record load for a single trip was 27,402 long tons (30,690 short tons; 27,842 t) in 1969. For 17 years, Edmund Fitzgerald carried taconite from Minnesota's Iron Range mines near Duluth, Minnesota, to iron works in Detroit, Toledo, and other ports. She set seasonal haul records six different times. Her nicknames included "Fitz", "Pride of the American Side", "Mighty Fitz", "Toledo Express", "Big Fitz", and the "Titanic of the Great Lakes". Loading Edmund Fitzgerald with taconite pellets took about four and a half hours, while unloading took around 14 hours. A round trip between Superior, Wisconsin, and Detroit, Michigan, usually took her five days and she averaged 47 similar trips per season. The vessel's usual route was between Superior, Wisconsin, and Toledo, Ohio, although her port of destination could vary. By November 1975, Edmund Fitzgerald had logged an estimated 748 round trips on the Great Lakes and covered more than a million miles, "a distance roughly equivalent to 44 trips around the world."
Up until a few weeks before her loss, passengers had traveled on board as company guests. Frederick Stonehouse wrote:
> Stewards treated the guests to the entire VIP routine. The cuisine was reportedly excellent and snacks were always available in the lounge. A small but well-stocked kitchenette provided the drinks. Once each trip, the captain held a candlelight dinner for the guests, complete with mess-jacketed stewards and special "clamdigger" punch.
Because of her size, appearance, string of records, and "DJ captain," Edmund Fitzgerald became a favorite of boat watchers throughout her career. Although Captain Peter Pulcer was in command of Edmund Fitzgerald on trips when cargo records were set, "he is best remembered ... for piping music day or night over the ship's intercom system" while passing through the St. Clair and Detroit Rivers. While navigating the Soo Locks he would often come out of the pilothouse and use a bullhorn to entertain tourists with a commentary on details about Edmund Fitzgerald.
In 1969, Edmund Fitzgerald received a safety award for eight years of operation without a time-off worker injury. The vessel ran aground in 1969, and she collided with SS Hochelaga in 1970. Later that same year, she struck the wall of a lock, an accident repeated in 1973 and 1974. During 1974, she lost her original bow anchor in the Detroit River. None of these mishaps, however, were considered serious or unusual. Freshwater ships are built to last more than half a century, and Edmund Fitzgerald would have still had a long career ahead of her when she sank.
### Final voyage and wreck
Edmund Fitzgerald left Superior, Wisconsin, at 2:15 p.m. on the afternoon of November 9, 1975, under the command of Captain Ernest M. McSorley. She was en route to the steel mill on Zug Island, near Detroit, Michigan, with a cargo of 26,116 long tons (29,250 short tons; 26,535 t) of taconite ore pellets and soon reached her full speed of 16.3 miles per hour (14.2 kn; 26.2 km/h). Around 5 p.m., Edmund Fitzgerald joined a second freighter under the command of Captain Jesse B. "Bernie" Cooper, Arthur M. Anderson, destined for Gary, Indiana, out of Two Harbors, Minnesota. The weather forecast was not unusual for November and the National Weather Service (NWS) predicted that a storm would pass just south of Lake Superior by 7 a.m. on November 10.
SS Wilfred Sykes loaded opposite Edmund Fitzgerald at the Burlington Northern Dock #1 and departed at 4:15 p.m., about two hours after Edmund Fitzgerald. In contrast to the NWS forecast, Captain Dudley J. Paquette of Wilfred Sykes predicted that a major storm would directly cross Lake Superior. From the outset, he chose a route that took advantage of the protection offered by the lake's north shore to avoid the worst effects of the storm. The crew of Wilfred Sykes followed the radio conversations between Edmund Fitzgerald and Arthur M. Anderson during the first part of their trip and overheard their captains deciding to take the regular Lake Carriers' Association downbound route. The NWS altered its forecast at 7:00 p.m., issuing gale warnings for the whole of Lake Superior. Arthur M. Anderson and Edmund Fitzgerald altered course northward, seeking shelter along the Ontario shore, where they encountered a winter storm at 1:00 a.m. on November 10. Edmund Fitzgerald reported winds of 52 knots (96 km/h; 60 mph) and waves 10 feet (3.0 m) high. Captain Paquette of Wilfred Sykes reported that after 1 a.m., he overheard McSorley say that he had reduced the ship's speed because of the rough conditions. Paquette said he was stunned to later hear McSorley, who was not known for turning aside or slowing down, state that "we're going to try for some lee from Isle Royale. You're walking away from us anyway ... I can't stay with you."
At 2:00 a.m. on November 10, the NWS upgraded its warnings from gale to storm, forecasting winds of 35–50 knots (65–93 km/h; 40–58 mph). Until then, Edmund Fitzgerald had followed Arthur M. Anderson, which was travelling at a constant 14.6 miles per hour (12.7 kn; 23.5 km/h), but the faster Edmund Fitzgerald pulled ahead at about 3:00 a.m. As the storm center passed over the ships, they experienced shifting winds, with wind speeds temporarily dropping as wind direction changed from northeast to south and then northwest. After 1:50 p.m., when Arthur M. Anderson logged winds of 50 knots (93 km/h; 58 mph), wind speeds again picked up rapidly, and it began to snow at 2:45 p.m., reducing visibility; Arthur M. Anderson lost sight of Edmund Fitzgerald, which was about 16 miles (26 km) ahead at the time.
Shortly after 3:30 p.m., Captain McSorley radioed Arthur M. Anderson to report that Edmund Fitzgerald was taking on water and had lost two vent covers and a fence railing. The vessel had also developed a list. Two of Edmund Fitzgerald's six bilge pumps ran continuously to discharge shipped water. McSorley said that he would slow his ship down so that Arthur M. Anderson could close the gap between them. In a broadcast shortly afterward, the United States Coast Guard (USCG) warned all shipping that the Soo Locks had been closed and they should seek safe anchorage. Shortly after 4:10 p.m., McSorley called Arthur M. Anderson again to report a radar failure and asked Arthur M. Anderson to keep track of them. Edmund Fitzgerald, effectively blind, slowed to let Arthur M. Anderson come within a 10-mile (16 km) range so she could receive radar guidance from the other ship.
For a time, Arthur M. Anderson directed Edmund Fitzgerald toward the relative safety of Whitefish Bay; then, at 4:39 p.m., McSorley contacted the USCG station in Grand Marais, Michigan, to inquire whether the Whitefish Point light and navigation beacon were operational. The USCG replied that their monitoring equipment indicated that both instruments were inactive. McSorley then hailed any ships in the Whitefish Point area to report the state of the navigational aids, receiving an answer from Captain Cedric Woodard of Avafors between 5:00 and 5:30 p.m. that the Whitefish Point light was on but not the radio beacon. Woodard testified to the Marine Board that he overheard McSorley say, "Don't allow nobody on deck," as well as something about a vent that Woodard could not understand. Some time later, McSorley told Woodard, "I have a 'bad list', I have lost both radars, and am taking heavy seas over the deck in one of the worst seas I have ever been in."
By late in the afternoon of November 10, sustained winds of over 50 knots (93 km/h; 58 mph) were recorded by ships and observation points across eastern Lake Superior. Arthur M. Anderson logged sustained winds as high as 58 knots (107 km/h; 67 mph) at 4:52 p.m., while waves increased to as high as 25 feet (7.6 m) by 6:00 p.m. Arthur M. Anderson was also struck by 70-to-75-knot (130 to 139 km/h; 81 to 86 mph) gusts and rogue waves as high as 35 feet (11 m).
At approximately 7:10 p.m., when Arthur M. Anderson notified Edmund Fitzgerald of an upbound ship and asked how she was doing, McSorley reported, "We are holding our own." She was never heard from again. No distress signal was received, and ten minutes later, Arthur M. Anderson lost the ability either to reach Edmund Fitzgerald by radio or to detect her on radar.
### Search
Captain Cooper of Arthur M. Anderson first called the USCG in Sault Ste. Marie at 7:39 p.m. on channel 16, the radio distress frequency. The USCG responders instructed him to call back on channel 12 because they wanted to keep their emergency channel open and they were having difficulty with their communication systems, including antennas blown down by the storm. Cooper then contacted the upbound saltwater vessel Nanfri and was told that she could not pick up Edmund Fitzgerald on her radar either. Despite repeated attempts to raise the USCG, Cooper was not successful until 7:54 p.m. when the officer on duty asked him to keep watch for a 16-foot (4.9 m) boat lost in the area. At about 8:25 p.m., Cooper again called the USCG to express his concern about Edmund Fitzgerald and at 9:03 p.m. reported her missing. Petty Officer Philip Branch later testified, "I considered it serious, but at the time it was not urgent."
Lacking appropriate search-and-rescue vessels to respond to Edmund Fitzgerald's disaster, at approximately 9:00 p.m., the USCG asked Arthur M. Anderson to turn around and look for survivors. Around 10:30 p.m., the USCG asked all commercial vessels anchored in or near Whitefish Bay to assist in the search. The initial search for survivors was carried out by Arthur M. Anderson, and a second freighter, SS William Clay Ford. The efforts of a third freighter, the Toronto-registered SS Hilda Marjanne, were foiled by the weather. The USCG sent a buoy tender, , from Duluth, Minnesota, but it took two and a half hours to launch and a day to travel to the search area. The Traverse City, Michigan, USCG station launched an HU-16 fixed-wing search aircraft that arrived on the scene at 10:53 p.m. while an HH-52 USCG helicopter with a 3.8-million-candlepower searchlight arrived at 1:00 a.m. on November 11. Canadian Coast Guard aircraft joined the three-day search and the Ontario Provincial Police established and maintained a beach patrol all along the eastern shore of Lake Superior.
Although the search recovered debris, including lifeboats and rafts, none of the crew were found. On her final voyage, Edmund Fitzgerald's crew of 29 consisted of the captain; the first, second, and third mates; five engineers; three oilers; a cook; a wiper; two maintenance men; three watchmen; three deckhands; three wheelsmen; two porters; a cadet; and a steward. Most of the crew were from Ohio and Wisconsin; their ages ranged from 20 (watchman Karl A. Peckol) to 63 (Captain McSorley).
Edmund Fitzgerald is among the largest and best-known vessels lost on the Great Lakes, but she is not alone on the Lake Superior seabed in that area. In the years between 1816, when Invincible was lost, and 1975, when Edmund Fitzgerald sank, the Whitefish Point area had claimed at least 240 ships.
## Wreck discovery and surveys
### Wreck discovery
A U.S. Navy Lockheed P-3 Orion aircraft, piloted by Lt. George Conner and equipped to detect magnetic anomalies usually associated with submarines, found the wreck on November 14, 1975. Edmund Fitzgerald lay about 15 miles (13 nmi; 24 km) west of Deadman's Cove, Ontario (about 8 miles (7.0 nmi; 13 km) northwest of Pancake Bay Provincial Park), 17 miles (15 nmi; 27 km) from the entrance to Whitefish Bay to the southeast, in Canadian waters close to the international boundary at a depth of 530 feet (160 m). A further November 14–16 survey by the USCG using a side scan sonar revealed two large objects lying close together on the lake floor. The U.S. Navy also contracted Seaward, Inc., to conduct a second survey between November 22 and 25.
### Underwater surveys
From May 20 to 28, 1976, the U.S. Navy dived on the wreck using its unmanned submersible, CURV-III, and found Edmund Fitzgerald lying in two large pieces in 530 feet (160 m) of water. Navy estimates put the length of the bow section at 276 feet (84 m) and that of the stern section at 253 feet (77 m). The bow section stood upright in the mud, some 170 feet (52 m) from the stern section that lay capsized at a 50-degree angle from the bow. In between the two broken sections lay a large mass of taconite pellets and scattered wreckage lying about, including hatch covers and hull plating.
In 1980, during a Lake Superior research dive expedition, marine explorer Jean-Michel Cousteau, the son of Jacques Cousteau, sent two divers from in the first manned submersible dive to Edmund Fitzgerald. The dive was brief, and although the dive team drew no final conclusions, they speculated that Edmund Fitzgerald had broken up on the surface.
The Michigan Sea Grant Program organized a three-day dive to survey Edmund Fitzgerald in 1989. The primary objective was to record 3-D videotape for use in museum educational programs and the production of documentaries. The expedition used a towed survey system (TSS Mk1) and a self-propelled, tethered, free-swimming remotely operated underwater vehicle (ROV). The Mini Rover ROV was equipped with miniature stereoscopic cameras and wide-angle lenses in order to produce 3-D images. The towed survey system and the Mini Rover ROV were designed, built and operated by Chris Nicholson of Deep Sea Systems International, Inc. Participants included the National Oceanic and Atmospheric Administration (NOAA), the National Geographic Society, the United States Army Corps of Engineers, the Great Lakes Shipwreck Historical Society (GLSHS), and the United States Fish and Wildlife Service, the latter providing RV Grayling as the support vessel for the ROV. The GLSHS used part of the five hours of video footage produced during the dives in a documentary and the National Geographic Society used a segment in a broadcast. Frederick Stonehouse, who wrote one of the first books on the Edmund Fitzgerald wreck, moderated a 1990 panel review of the video that drew no conclusions about the cause of Edmund Fitzgerald's sinking.
Canadian explorer Joseph B. MacInnis organized and led six publicly funded dives to Edmund Fitzgerald over a three-day period in 1994. Harbor Branch Oceanographic Institution provided Edwin A. Link as the support vessel, and their manned submersible, Celia. The GLSHS paid \$10,000 for three of its members to each join a dive and take still pictures. MacInnis concluded that the notes and video obtained during the dives did not provide an explanation why Edmund Fitzgerald sank. The same year, longtime sport diver Fred Shannon formed Deepquest Ltd., and organized a privately funded dive to the wreck of Edmund Fitzgerald, using Delta Oceanographic's submersible, Delta. Deepquest Ltd. conducted seven dives and took more than 42 hours of underwater video while Shannon set the record for the longest submersible dive to Edmund Fitzgerald at 211 minutes. Prior to conducting the dives, Shannon studied NOAA navigational charts and found that the international boundary had changed three times before its publication by NOAA in 1976. Shannon determined that based on GPS coordinates from the 1994 Deepquest expedition, "at least one-third of the two acres of immediate wreckage containing the two major portions of the vessel is in U.S. waters because of an error in the position of the U.S.–Canada boundary line shown on official lake charts."
Shannon's group discovered the remains of a crew member partly dressed in coveralls and wearing a life jacket alongside the bow of the ship, indicating that at least one of the crew was aware of the possibility of sinking. The life jacket had deteriorated canvas and "what is thought to be six rectangular cork blocks ... clearly visible." Shannon concluded that "massive and advancing structural failure" caused Edmund Fitzgerald to break apart on the surface and sink.
MacInnis led another series of dives in 1995 to salvage the bell from Edmund Fitzgerald. The Sault Tribe of Chippewa Indians backed the expedition by co-signing a loan in the amount of \$250,000. Canadian engineer Phil Nuytten's atmospheric diving suit, known as the "Newtsuit," was used to retrieve the bell from the ship, replace it with a replica, and put a beer can in Edmund Fitzgerald's pilothouse. That same year, Terrence Tysall and Mike Zee set multiple records when they used trimix gas to scuba dive to Edmund Fitzgerald. The pair are the only people known to have touched the Edmund Fitzgerald wreck. They also set records for the deepest scuba dive on the Great Lakes and the deepest shipwreck dive, and were the first divers to reach Edmund Fitzgerald without the aid of a submersible. It took six minutes to reach the wreck, six minutes to survey it, and three hours to resurface to avoid decompression sickness, also known as "the bends".
### Restrictions on surveys
Under the Ontario Heritage Act, activities on registered archeological sites require a license. In March 2005, the Whitefish Point Preservation Society accused the Great Lakes Shipwreck Historical Society (GLSHS) of conducting an unauthorized dive to Edmund Fitzgerald. Although the director of the GLSHS admitted to conducting a sonar scan of the wreck in 2002, he denied such a survey required a license at the time it was carried out.
An April 2005 amendment to the Ontario Heritage Act allows the Ontario government to impose a license requirement on dives, the operation of submersibles, side scan sonars or underwater cameras within a designated radius around protected sites. Conducting any of those activities without a license would result in fines of up to . On the basis of the amended law, to protect wreck sites considered "watery graves", the Ontario government issued updated regulations in January 2006, including an area with a 500-meter (1,640 ft) radius around Edmund Fitzgerald and other specifically designated marine archeological sites. In 2009, a further amendment to the Ontario Heritage Act imposed licensing requirements on any type of surveying device.
## Hypotheses on the cause of sinking
Extreme weather and sea conditions play a role in all of the published hypotheses regarding Edmund Fitzgerald's sinking, but they differ on the other causal factors.
### Waves and weather hypothesis
In 2005, NOAA and the NWS ran a computer simulation, including weather and wave conditions, covering the period from November 9, 1975, until the early morning of November 11. Analysis of the simulation showed that two separate areas of high wind appeared over Lake Superior at 4:00 p.m. on November 10. One had speeds in excess of 43 knots (80 km/h; 49 mph) and the other winds in excess of 40 knots (74 km/h; 46 mph). The southeastern part of the lake, the direction in which Edmund Fitzgerald was heading, had the highest winds. Average wave heights increased to near 19 feet (5.8 m) by 7:00 p.m., November 10, and winds exceeded 50 mph (43 kn; 80 km/h) over most of southeastern Lake Superior.
Edmund Fitzgerald sank at the eastern edge of the area of high wind where the long fetch, or distance that wind blows over water, produced significant waves averaging over 23 feet (7.0 m) by 7:00 p.m. and over 25 feet (7.6 m) at 8:00 p.m. The simulation also showed one in 100 waves reaching 36 feet (11 m) and one out of every 1,000 reaching 46 feet (14 m). Since the ship was heading east-southeastward, it is likely that the waves caused Edmund Fitzgerald to roll heavily.
At the time of the sinking, the ship Arthur M. Anderson reported northwest winds of 57 mph (50 kn; 92 km/h), matching the simulation analysis result of 54 mph (47 kn; 87 km/h). The analysis further showed that the maximum sustained winds reached near hurricane force of about 70 mph (61 kn; 110 km/h) with gusts to 86 miles per hour (75 kn; 138 km/h) at the time and location where Edmund Fitzgerald sank.
### Rogue wave hypothesis
A group of three rogue waves, often called "three sisters," was reported in the vicinity of Edmund Fitzgerald at the time she sank. The "three sisters" phenomenon is said to occur on Lake Superior and refers to a sequence of three rogue waves forming that are one-third larger than normal waves. The first wave introduces an abnormally large amount of water onto the deck. This water is unable to fully drain away before the second wave strikes, adding to the surplus. The third incoming wave again adds to the two accumulated backwashes, quickly overloading the deck with too much water.
Captain Cooper of Arthur M. Anderson reported that his ship was "hit by two 30 to 35 foot seas about 6:30 p.m., one burying the aft cabins and damaging a lifeboat by pushing it right down onto the saddle. The second wave of this size, perhaps 35 foot, came over the bridge deck." Cooper went on to say that these two waves, possibly followed by a third, continued in the direction of Edmund Fitzgerald and would have struck about the time she sank. This hypothesis postulates that the "three sisters" compounded the twin problems of Edmund Fitzgerald's known list and her lower speed in heavy seas that already allowed water to remain on her deck for longer than usual.
The "Edmund Fitzgerald" episode of the 2010 television series Dive Detectives features the wave-generating tank of the National Research Council's Institute for Naval Technology in St. John's, and the tank's simulation of the effect of a 17-meter (56 ft) rogue wave upon a scale model of Edmund Fitzgerald. The simulation indicated such a rogue wave could almost completely submerge the bow or stern of the ship with water, at least temporarily.
### Cargo-hold flooding hypothesis
The July 26, 1977, USCG Marine Casualty Report suggested that the accident was caused by ineffective hatch closures. The report concluded that these devices failed to prevent waves from inundating the cargo hold. The flooding occurred gradually and probably imperceptibly throughout the final day, finally resulting in a fatal loss of buoyancy and stability. As a result, Edmund Fitzgerald plummeted to the bottom without warning. Video footage of the wreck site showed that most of her hatch clamps were in perfect condition. The USCG Marine board concluded that the few damaged clamps were probably the only ones fastened. As a result, ineffective hatch closure caused Edmund Fitzgerald to flood and founder.
From the beginning of the USCG inquiry, some of the crewmen's families and various labor organizations believed the USCG findings could be tainted because there were serious questions regarding their preparedness as well as licensing and rules changes. Paul Trimble, a retired USCG vice admiral and president of the Lake Carriers Association (LCA), wrote a letter to the National Transportation Safety Board (NTSB) on September 16, 1977, that included the following statements of objection to the USCG findings:
> The present hatch covers are an advanced design and are considered by the entire lake shipping industry to be the most significant improvement over the telescoping leaf covers previously used for many years ... The one-piece hatch covers have proven completely satisfactory in all weather conditions without a single vessel loss in almost 40 years of use ... and no water accumulation in cargo holds ...
It was common practice for ore freighters, even in foul weather, to embark with not all cargo clamps locked in place on the hatch covers. Maritime author Wolff reported that, depending on weather conditions, all the clamps were eventually set within one to two days. Captain Paquette of Wilfred Sykes was dismissive of suggestions that unlocked hatch clamps caused Edmund Fitzgerald to founder. He said that he commonly sailed in fine weather using the minimum number of clamps necessary to secure the hatch covers.
The May 4, 1978, NTSB findings differed from the USCG. The NTSB made the following observations based on the CURV-III survey:
> The No. 1 hatch cover was entirely inside the No. 1 hatch and showed indications of buckling from external loading. Sections of the coaming in way of the No. 1 hatch were fractured and buckled inward. The No. 2 hatch cover was missing and the coaming on the No. 2 hatch was fractured and buckled. Hatches Nos. 3 and 4 were covered with mud; one corner of hatch cover No. 3 could be seen in place. Hatch cover No. 5 was missing. A series of 16 consecutive hatch cover clamps were observed on the No. 5 hatch coaming. Of this series, the first and eighth were distorted or broken. All of the 14 other clamps were undamaged and in the open position. The No. 6 hatch was open and a hatch cover was standing on end vertically in the hatch. The hatch covers were missing from hatches Nos. 7 and 8 and both coamings were fractured and severely distorted. The bow section abruptly ended just aft of hatch No. 8 and the deck plating was ripped up from the separation to the forward end of hatch No. 7.
The NTSB conducted computer studies, testing and analysis to determine the forces necessary to collapse the hatch covers and concluded that Edmund Fitzgerald sank suddenly from flooding of the cargo hold "due to the collapse of one or more of the hatch covers under the weight of giant boarding seas" instead of flooding gradually due to ineffective hatch closures. The NTSB dissenting opinion held that Edmund Fitzgerald sank suddenly and unexpectedly from shoaling.
### Shoaling hypothesis
The LCA believed that instead of hatch cover leakage, the more probable cause of Edmund Fitzgerald's loss was shoaling or grounding in the Six Fathom Shoal northwest of Caribou Island when the vessel "unknowingly raked a reef" during the time the Whitefish Point light and radio beacon were not available as navigation aids. This hypothesis was supported by a 1976 Canadian hydrographic survey, which disclosed that an unknown shoal ran a mile farther east of Six Fathom Shoal than shown on the Canadian charts. Officers from Arthur M. Anderson observed that Edmund Fitzgerald sailed through this exact area. Conjecture by proponents of the Six Fathom Shoal hypothesis concluded that Edmund Fitzgerald's downed fence rail reported by McSorley could occur only if the ship "hogged" during shoaling, with the bow and stern bent downward and the midsection raised by the shoal, pulling the railing tight until the cables dislodged or tore under the strain. Divers searched the Six Fathom Shoal after the wreck occurred and found no evidence of "a recent collision or grounding anywhere." Maritime authors Bishop and Stonehouse wrote that the shoaling hypothesis was later challenged on the basis of the higher quality of detail in Shannon's 1994 photography that "explicitly show[s] the devastation of the Edmund Fitzgerald". Shannon's photography of Edmund Fitzgerald's overturned stern showed "no evidence on the bottom of the stern, the propeller or the rudder of the ship that would indicate the ship struck a shoal."
Maritime author Stonehouse reasoned that "unlike the Lake Carriers, the Coast Guard had no vested interest in the outcome of their investigation." Author Bishop reported that Captain Paquette of Wilfred Sykes argued that through their support for the shoaling explanation, the LCA represented the shipping company's interests by advocating a hypothesis that held LCA member companies, the American Bureau of Shipping, and the U.S. Coast Guard Service blameless.
Paul Hainault, a retired professor of mechanical engineering from Michigan Technological University, promoted a hypothesis that began as a student class project. His hypothesis held that Edmund Fitzgerald grounded at 9:30 a.m. on November 10 on Superior Shoal. This shoal, charted in 1929, is an underwater mountain in the middle of Lake Superior about 50 miles (80 km) north of Copper Harbor, Michigan. It has sharp peaks that rise nearly to the lake surface with water depths ranging from 22 to 400 feet (6.7 to 121.9 m), making it a menace to navigation. Discovery of the shoal resulted in a change in recommended shipping routes. A seiche, or standing wave, that occurred during the low-pressure system over Lake Superior on November 10, 1975, caused the lake to rise 3 feet (0.91 m) over the Soo Locks's gates to flood Portage Avenue in Sault Ste. Marie, Michigan, with 1 foot (0.3 m) of water. Hainault's hypothesis held that this seiche contributed to Edmund Fitzgerald shoaling 200 feet (61 m) of her hull on Superior Shoal, causing the hull to be punctured mid-body. The hypothesis contended that the wave action continued to damage the hull, until the middle third dropped out like a box, leaving the ship held together by the center deck. The stern section acted as an anchor and caused Edmund Fitzgerald to come to a full stop, causing everything to go forward. The ship broke apart on the surface within seconds. Compressed air pressure blew a hole in the starboard bow, which sank 18 degrees of course. The rear kept going forward with the engine still running, rolled to port and landed bottom up.
### Structural failure hypothesis
Another published hypothesis contends that an already weakened structure, and modification of Edmund Fitzgerald's winter load line (which allows heavier loading and travel lower in the water), made it possible for large waves to cause a stress fracture in the hull. This is based on the "regular" huge waves of the storm and does not necessarily involve rogue waves.
The USCG and NTSB investigated whether Edmund Fitzgerald broke apart due to structural failure of the hull and because the 1976 CURV III survey found Edmund Fitzgerald's sections were 170 feet (52 m) from each other, the USCG's formal casualty report of July 1977 concluded that she had separated upon hitting the lake floor. The NTSB came to the same conclusion as USCG because:
> The proximity of the bow and stern sections on the bottom of Lake Superior indicated that the vessel sank in one piece and broke apart either when it hit bottom or as it descended. Therefore, Edmund Fitzgerald did not sustain a massive structural failure of the hull while on the surface ... The final position of the wreckage indicated that if the Edmund Fitzgerald had capsized, it must have suffered a structural failure before hitting the lake bottom. The bow section would have had to right itself and the stern portion would have had to capsize before coming to rest on the bottom. It is, therefore, concluded that the Edmund Fitzgerald did not capsize on the surface.
Other authors have concluded that Edmund Fitzgerald most likely broke in two on the surface before sinking due to the intense waves, like the ore carriers SS Carl D. Bradley and SS Daniel J. Morrell. After maritime historian Frederick Stonehouse moderated the panel reviewing the video footage from the 1989 ROV survey of Edmund Fitzgerald, he concluded that the extent of taconite coverage over the wreck site showed that the stern had floated on the surface for a short time and spilled taconite into the forward section; thus the two sections of the wreck did not sink at the same time. The 1994 Shannon team found that the stern and the bow were 255 feet (78 m) apart, leading Shannon to conclude that Edmund Fitzgerald broke up on the surface. He said:
> This placement does not support the hypothesis that the ship plunged to the bottom in one piece, breaking apart when it struck bottom. If this were true, the two sections would be much closer. In addition, the angle, repose and mounding of clay and mud at the site indicate the stern rolled over on the surface, spilling taconite ore pellets from its severed cargo hold, and then landed on portions of the cargo itself.
The stress fracture hypothesis was supported by the testimony of former crewmen. Former Second Mate Richard Orgel, who served on Edmund Fitzgerald in 1972 and 1973, testified that "the ship had a tendency to bend and spring during storms 'like a diving board after somebody has jumped off.'" Orgel was quoted as saying that the loss of Edmund Fitzgerald was caused by hull failure, "pure and simple. I detected undue stress in the side tunnels by examining the white enamel paint, which will crack and splinter when submitted to severe stress." George H. "Red" Burgner, Edmund Fitzgerald's steward for ten seasons and winter ship-keeper for seven years, testified in a deposition that a "loose keel" contributed to the vessel's loss. Burgner further testified that "the keel and sister kelsons were only 'tack welded'" and that he had personally observed that many of the welds were broken. Burgner was not asked to testify before the Marine Board of Inquiry.
When Bethlehem Steel Corporation permanently laid up Edmund Fitzgerald's sister ship, SS Arthur B. Homer, just five years after going to considerable expense to lengthen her, questions were raised as to whether both ships had the same structural problems. The two vessels were built in the same shipyard using welded joints instead of the riveted joints used in older ore freighters. Riveted joints allow a ship to flex and work in heavy seas, while welded joints are more likely to break. Reports indicate that repairs to Edmund Fitzgerald's hull were delayed in 1975 due to plans to lengthen the ship during the upcoming winter layup. Arthur B. Homer was lengthened to 825 feet (251 m) and placed back in service by December 1975, not long after Edmund Fitzgerald foundered. In 1978, without explanation, Bethlehem Steel Corporation denied permission for the chairman of the NTSB to travel on Arthur B. Homer. Arthur B. Homer was permanently laid up in 1980 and broken for scrap in 1987.
Retired GLEW naval architect Raymond Ramsay, one of the members of the design team that worked on the hull of Edmund Fitzgerald, reviewed her increased load lines, maintenance history, along with the history of long ship hull failure and concluded that Edmund Fitzgerald was not seaworthy on November 10, 1975. He stated that planning Edmund Fitzgerald to be compatible with the constraints of the St. Lawrence Seaway had placed her hull design in a "straight jacket [sic?]." Edmund Fitzgerald's long-ship design was developed without the benefit of research, development, test, and evaluation principles while computerized analytical technology was not available at the time she was built. Ramsay noted that Edmund Fitzgerald's hull was built with an all-welded (instead of riveted) modular fabrication method, which was used for the first time in the GLEW shipyard. Ramsay concluded that increasing the hull length to 729 feet (222 m) resulted in an L/D slenderness ratio (the ratio of the length of the ship to the depth of her structure) that caused excessive multi-axial bending and springing of the hull, and that the hull should have been structurally reinforced to cope with her increased length.
### Topside damage hypothesis
The USCG cited topside damage as a reasonable alternative reason for Edmund Fitzgerald sinking and surmised that damage to the fence rail and vents was possibly caused by a heavy floating object such as a log. Historian and mariner Mark Thompson believes that something broke loose from Edmund Fitzgerald's deck. He theorized that the loss of the vents resulted in flooding of two ballast tanks or a ballast tank and a walking tunnel that caused the ship to list. Thompson further conjectured that damage more extensive than Captain McSorley could detect in the pilothouse let water flood the cargo hold. He concluded that the topside damage Edmund Fitzgerald experienced at 3:30 p.m. on November 10, compounded by the heavy seas, was the most obvious explanation for why she sank.
## Possible contributing factors
The USCG, NTSB, and proponents of alternative theories have all named multiple possible contributing factors to the foundering of Edmund Fitzgerald.
### Weather forecasting
The NWS long-range forecast on November 9, 1975, predicted that a storm would pass just south of Lake Superior and over the Keweenaw Peninsula, extending into the Lake from Michigan's Upper Peninsula. Captain Paquette of Wilfred Sykes had been following and charting the low-pressure system over Oklahoma since November 8 and concluded that a major storm would track across eastern Lake Superior. He therefore chose a route that gave Wilfred Sykes the most protection and took refuge in Thunder Bay, Ontario, during the worst of the storm. Based on the NWS forecast, Arthur M. Anderson and Edmund Fitzgerald instead started their trip across Lake Superior following the regular Lake Carriers Association route, which placed them in the path of the storm. The NTSB investigation concluded that the NWS failed to accurately predict wave heights on November 10. After running computer models in 2005 using actual meteorological data from November 10, 1975, Hultquist of the NWS said of Edmund Fitzgerald's position in the storm, "It ended in precisely the wrong place at the absolute worst time."
### Inaccurate navigational charts
After reviewing testimony that Edmund Fitzgerald had passed near shoals north of Caribou Island, the USCG Marine Board examined the relevant navigational charts. They found that the Canadian 1973 navigational chart for the Six Fathom Shoal area was based on Canadian surveys from 1916 and 1919 and that the 1973 U.S. Lake Survey Chart No. 9 included the notation, "Canadian Areas. For data concerning Canadian areas, Canadian authorities have been consulted." Thereafter, at the request of the Marine Board and the Commander of the USCG Ninth District, the Canadian Hydrographic Service conducted a survey of the area surrounding Michipicoten Island and Caribou Island in 1976. The survey revealed that the shoal ran about 1 mile (1.6 km) farther east than shown on Canadian charts. The NTSB investigation concluded that, at the time of Edmund Fitzgerald's foundering, Lake Survey Chart No. 9 was not detailed enough to indicate Six Fathom Shoal as a hazard to navigation.
### Lack of watertight bulkheads
Mark Thompson, a merchant seaman and author of numerous books on Great Lakes shipping, stated that if her cargo holds had had watertight subdivisions, "the Edmund Fitzgerald could have made it into Whitefish Bay." Frederick Stonehouse also held that the lack of watertight bulkheads caused Edmund Fitzgerald to sink. He said:
> The Great Lakes ore carrier is the most commercially efficient vessel in the shipping trade today. But it's nothing but a motorized barge! It's the unsafest commercial vessel afloat. It has virtually no watertight integrity. Theoretically, a one-inch puncture in the cargo hold will sink it.
Stonehouse called on ship designers and builders to design lake carriers more like ships rather than "motorized super-barges" making the following comparison:
> Contrast this [the Edmund Fitzgerald] with the story of the SS Maumee, an oceangoing tanker that struck an iceberg near the South Pole recently. The collision tore a hole in the ship's bow large enough to drive a truck through, but the Maumee was able to travel halfway around the world to a repair yard, without difficulty, because she was fitted with watertight bulkheads.
After Edmund Fitzgerald foundered, Great Lakes shipping companies were accused of valuing cargo payloads more than human life, since the vessel's cargo hold of 860,950 cubic feet (24,379 m<sup>3</sup>) had been divided by two non-watertight traverse "screen" bulkheads. The NTSB Edmund Fitzgerald investigation concluded that Great Lakes freighters should be constructed with watertight bulkheads in their cargo holds.
The USCG had proposed rules for watertight bulkheads in Great Lakes vessels as early as the sinking of Daniel J. Morrell in 1966 and did so again after the sinking of Edmund Fitzgerald, arguing that this would allow ships to make it to refuge or at least allow crew members to abandon ship in an orderly fashion. The LCA represented the Great Lakes fleet owners and was able to forestall watertight subdivision regulations by arguing that this would cause economic hardship for vessel operators. A few vessel operators have built Great Lakes ships with watertight subdivisions in the cargo holds since 1975, but most vessels operating on the lakes cannot prevent flooding of the entire cargo hold area.
### Lack of instrumentation
A fathometer was not required under USCG regulations, and Edmund Fitzgerald lacked one, even though fathometers were available at the time of her sinking. Instead, a hand line was the only method Edmund Fitzgerald had to take depth soundings. The hand line consisted of a piece of line knotted at measured intervals with a lead weight on the end. The line was thrown over the bow of the ship and the count of the knots measured the water depth. The NTSB investigation concluded that a fathometer would have provided Edmund Fitzgerald additional navigational data and made her less dependent on Arthur M. Anderson for navigational assistance.
Edmund Fitzgerald had no system to monitor the presence or amount of water in her cargo hold, even though there was always some present. The intensity of the November 10 storm would have made it difficult, if not impossible, to access the hatches from the spar deck (deck over the cargo holds). The USCG Marine Board found that flooding of the hold could not have been assessed until the water reached the top of the taconite cargo. The NTSB investigation concluded that it would have been impossible to pump water from the hold when it was filled with bulk cargo. The Marine Board noted that because Edmund Fitzgerald lacked a draft-reading system, the crew had no way to determine whether the vessel had lost freeboard (the level of a ship's deck above the water).
### Increased load lines, reduced freeboard
The USCG increased Edmund Fitzgerald's load line in 1969, 1971, and 1973 to allow 3 feet 3.25 inches (997 mm) less minimum freeboard than Edmund Fitzgerald's original design allowed in 1958. This meant that Edmund Fitzgerald's deck was only 11.5 feet (3.5 m) above the water when she faced 35-foot (11 m) waves during the November 10 storm. Captain Paquette of Wilfred Sykes noted that this change allowed loading to 4,000 tons more than what Edmund Fitzgerald was designed to carry.
Concerns regarding Edmund Fitzgerald's keel-welding problem surfaced during the time the USCG started increasing her load line. This increase and the resultant reduction in freeboard decreased the vessel's critical reserve buoyancy. Prior to the load-line increases she was said to be a "good riding ship" but afterwards Edmund Fitzgerald became a sluggish ship with slower response and recovery times. Captain McSorley said he did not like the action of a ship he described as a "wiggling thing" that scared him. Edmund Fitzgerald's bow hooked to one side or the other in heavy seas without recovering and made a groaning sound not heard on other ships.
### Maintenance
NTSB investigators noted that Edmund Fitzgerald's prior groundings could have caused undetected damage that led to major structural failure during the storm, since Great Lakes vessels were normally drydocked for inspection only once every five years. It was also alleged that when compared to Edmund Fitzgerald's previous captain (Peter Pulcer), McSorley did not keep up with routine maintenance and did not confront the mates about getting the requisite work done. After August B. Herbel Jr., president of the American Society for Testing and Materials, examined photographs of the welds on Edmund Fitzgerald, he stated, "the hull was just being held together with patching plates." Other questions were raised as to why the USCG did not discover and take corrective action in its pre-November 1975 inspection of Edmund Fitzgerald, given that her hatch coamings, gaskets, and clamps were poorly maintained.
### Complacency
On the fateful evening of November 10, 1975, McSorley reported he had never seen bigger seas in his life. Paquette, master of Wilfred Sykes, out in the same storm, said, "I'll tell anyone that it was a monster sea washing solid water over the deck of every vessel out there." The USCG did not broadcast that all ships should seek safe anchorage until after 3:35 p.m. on November 10, many hours after the weather was upgraded from a gale to a storm.
McSorley was known as a "heavy weather captain" who beat hell' out of the Edmund Fitzgerald and 'very seldom ever hauled up for weather'". Paquette held the opinion that negligence caused Edmund Fitzgerald to founder. He said, "in my opinion, all the subsequent events arose because (McSorley) kept pushing that ship and didn't have enough training in weather forecasting to use common sense and pick a route out of the worst of the wind and seas." Paquette's vessel was the first to reach a discharge port after the November 10 storm; she was met by company attorneys who came aboard Sykes. He told them that Edmund Fitzgerald's foundering was caused by negligence. Paquette was never asked to testify during the USCG or NTSB investigations.
The NTSB investigation noted that Great Lakes cargo vessels could normally avoid severe storms and called for the establishment of a limiting sea state applicable to Great Lakes bulk cargo vessels. This would restrict the operation of vessels in sea states above the limiting value. One concern was that shipping companies pressured the captains to deliver cargo as quickly and cheaply as possible regardless of bad weather. At the time of Edmund Fitzgerald's foundering, there was no evidence that any governmental regulatory agency tried to control vessel movement in foul weather despite the historical record that hundreds of Great Lakes vessels had been wrecked in storms. The USCG took the position that only the captain could decide when it was safe to sail.
The USCG Marine Board issued the following conclusion:
> The nature of Great Lakes shipping, with short voyages, much of the time in very protected waters, frequently with the same routine from trip to trip, leads to complacency and an overly optimistic attitude concerning the extreme weather conditions that can and do exist. The Marine Board feels that this attitude reflects itself at times in deferral of maintenance and repairs, in failure to prepare properly for heavy weather, and in the conviction that since refuges are near, safety is possible by "running for it." While it is true that sailing conditions are good during the summer season, changes can occur abruptly, with severe storms and extreme weather and sea conditions arising rapidly. This tragic accident points out the need for all persons involved in Great Lakes shipping to foster increased awareness of the hazards which exist.
Mark Thompson countered that "the Coast Guard laid bare [its] own complacency" by blaming the sinking of Edmund Fitzgerald on industry-wide complacency since it had inspected Edmund Fitzgerald just two weeks before she sank. The loss of Edmund Fitzgerald also exposed the USCG's lack of rescue capability on Lake Superior. Thompson said that ongoing budget cuts had limited the USCG's ability to perform its historical functions. He further noted that USCG rescue vessels were unlikely to reach the scene of an incident on Lake Superior or Lake Huron within 6 to 12 hours of its occurrence.
## Legal settlement
Under maritime law, ships fall under the jurisdiction of the admiralty courts of their flag country. As Edmund Fitzgerald was sailing under the U.S. flag, even though she sank in foreign (Canadian) waters, she was subject to U.S. admiralty law. With a value of \$24 million, Edmund Fitzgerald's financial loss was the greatest in Great Lakes sailing history. In addition to the crew, 26,116 long tons (29,250 short tons; 26,535 t) of taconite sank along with the vessel. Two widows of crewmen filed a \$1.5 million lawsuit against Edmund Fitzgerald's owners, Northwestern Mutual, and its operators, Oglebay Norton Corporation, one week after she sank. An additional \$2.1 million lawsuit was later filed. Oglebay Norton subsequently filed a petition in the U.S. District Court seeking to "limit their liability to \$817,920 in connection with other suits filed by families of crew members". The company paid compensation to surviving families about 12 months in advance of official findings of the probable cause and on condition of imposed confidentiality agreements. Robert Hemming, a reporter and newspaper editor, reasoned in his book about Edmund Fitzgerald that the USCG's conclusions "were benign in placing blame on [n]either the company or the captain ... [and] saved the Oglebay Norton from very expensive lawsuits by the families of the lost crew."
## Subsequent changes to Great Lakes shipping practice
The USCG investigation of Edmund Fitzgerald's sinking resulted in 15 recommendations regarding load lines, weathertight integrity, search and rescue capability, lifesaving equipment, crew training, loading manuals, and providing information to masters of Great Lakes vessels. NTSB's investigation resulted in 19 recommendations for the USCG, four recommendations for the American Bureau of Shipping, and two recommendations for NOAA. Of the official recommendations, the following actions and USCG regulations were put in place:
1\. In 1977, the USCG made it a requirement that all vessels of 1,600 gross register tons and over use depth finders.
2\. Since 1980, survival suits have been required aboard ship in each crew member's quarters and at their customary work station with strobe lights affixed to life jackets and survival suits.
3\. A LORAN-C positioning system for navigation on the Great Lakes was implemented in 1980 and later replaced with Global Positioning System (GPS) in the 1990s.
4\. Emergency Position Indicating Radio Beacons (EPIRBs) are installed on all Great Lakes vessels for immediate and accurate location in event of a disaster.
5\. Navigational charts for northeastern Lake Superior were improved for accuracy and greater detail.
6\. NOAA revised its method for predicting wave heights.
7\. The USCG rescinded the 1973 Load Line Regulation amendment that permitted reduced freeboard loadings.
8\. The USCG began the annual pre-November inspection program recommended by the NTSB. "Coast Guard inspectors now board all U.S. ships during the fall to inspect hatch and vent closures and lifesaving equipment."
Karl Bohnak, an Upper Peninsula meteorologist, covered the sinking and storm in a book on local weather history. In this book, Joe Warren, a deckhand on Arthur M. Anderson during the November 10, 1975, storm, said that the storm changed the way things were done. He stated, "After that, trust me, when a gale came up we dropped the hook [anchor]. We dropped the hook because they found out the big ones could sink." Mark Thompson wrote, "Since the loss of the Fitz, some captains may be more prone to go to anchor, rather than venturing out in a severe storm, but there are still too many who like to portray themselves as 'heavy weather sailors.'"
## Memorials
The day after the wreck, Mariners' Church in Detroit rang its bell 29 times; once for each life lost. The church continued to hold an annual memorial, reading the names of the crewmen and ringing the church bell, until 2006 when the church broadened its memorial ceremony to commemorate all lives lost on the Great Lakes. After the death of singer Gordon Lightfoot on May 1, 2023, the church bell was ceremonially rung 29 times in memory of the crew, plus an additional ring in memory of Lightfoot who committed their deaths to posterity.
The ship's bell was recovered from the wreck on July 4, 1995. A replica engraved with the names of the 29 sailors who died replaced the original on the wreck. A legal document signed by 46 relatives of the deceased, officials of the Mariners' Church of Detroit and the Great Lakes Shipwreck Historic Society (GLSHS) "donated the custodian and conservatorship" of the bell to the GLSHS "to be incorporated in a permanent memorial at Whitefish Point, Michigan, to honor the memory of the 29 men of the SS Edmund Fitzgerald." The terms of the legal agreement made the GLSHS responsible for maintaining the bell, and forbade it from selling or moving the bell or using it for commercial purposes. It provided for transferring the bell to the Mariners' Church of Detroit if the terms were violated.
An uproar occurred in 1995 when a maintenance worker in St. Ignace, Michigan, refurbished the bell by stripping the protective coating applied by Michigan State University experts. The controversy continued when the Great Lakes Shipwreck Museum tried to use the bell as a touring exhibit in 1996. Relatives of the crew halted this move, objecting that the bell was being used as a "traveling trophy." As of 2005, the bell is on display in the Great Lakes Shipwreck Museum in Whitefish Point near Paradise, Michigan.
An anchor from Edmund Fitzgerald lost on an earlier trip was recovered from the Detroit River and is on display at the Dossin Great Lakes Museum in Detroit, Michigan. The Dossin Great Lakes Museum also hosts a Lost Mariners Remembrance event each year on the evening of November 10. Artifacts on display in the Steamship Valley Camp museum in Sault Ste. Marie, include two lifeboats, photos, a movie of Edmund Fitzgerald and commemorative models and paintings. Every November 10, the Split Rock Lighthouse near Silver Bay, Minnesota, emits a light in honor of Edmund Fitzgerald.
On August 8, 2007, along a remote shore of Lake Superior on the Keweenaw Peninsula, a Michigan family discovered a lone life-saving ring that appeared to have come from Edmund Fitzgerald. It bore markings different from those of rings found at the wreck site, and was thought to be a hoax. Later it was determined that the life ring was not from Edmund Fitzgerald, but had been lost by the owner, whose father had made it as a personal memorial.
The Royal Canadian Mint commemorated Edmund Fitzgerald in 2015 with a colored silver collector coin, with a face value of \$20.
### Musical and theater tributes
Ontario singer-songwriter Gordon Lightfoot wrote, composed, and recorded the song "The Wreck of the Edmund Fitzgerald" for his 1976 album Summertime Dream. On NPR's Weekend Edition Saturday on February 14, 2015, Gordon Lightfoot said he was inspired to write the song when he saw the name misspelled "Edmond" in Newsweek magazine two weeks after the sinking; Lightfoot said he felt that it dishonored the memory of the 29 who died. Lightfoot's popular ballad made the sinking of Edmund Fitzgerald one of the best-known disasters in the history of Great Lakes shipping. The original lyrics of the song show a degree of artistic license compared to the events of the actual sinking: it states the destination as Cleveland instead of Detroit. Also, in light of new evidence about what happened, Lightfoot modified one line for live performances, the original stanza being:
> > When suppertime came the old cook came on deck, Saying "Fellas, it's too rough to feed ya." At 7 p.m. a main hatchway caved in, He said, "Fellas, it's been good to know ya."
Lightfoot changed the third line to "At 7 p.m. it grew dark, it was then". On May 2, 2023, at 3 p.m. the Mariners' Church of Detroit tolled its bell 30 times; 29 times in memory of the crew of the Fitzgerald, and a 30th time in memory of Lightfoot, who died at age 84, on May 1, 2023.
In 1986, writer Steven Dietz and songwriter/lyricist Eric Peltoniemi wrote the musical Ten November in memory of Edmund Fitzgerald's sinking. In 2005, the play was re-edited into a concert version called The Gales of November, which opened on the 30th anniversary of the sinking at the Fitzgerald Theater in St. Paul, Minnesota.
In November 2000, Shelley Russell opened a production of her play, Holdin' Our Own: The Wreck of the Edmund Fitzgerald, at the Forest Roberts Theatre on the campus of Northern Michigan University. The production featured a cast of 14, 11 set on board the Edmund Fitzgerald and three on the Arthur M. Anderson.
A piano concerto titled The Edmund Fitzgerald was composed by American composer Geoffrey Peterson in 2002; it was premiered by the Sault Symphony Orchestra in Sault Ste. Marie, Ontario, in November 2005 as another 30th-anniversary commemoration.
### Commercialization
The fame of Edmund Fitzgerald's image and historical narrative have made it public domain and subject to commercialization. A "cottage industry" has evolved across the Great Lakes region from Two Harbors, Minnesota, to Whitefish Point, the incident's "ground zero". Memorabilia on sale include Christmas ornaments, T-shirts, coffee mugs, Edmund Fitzgerald Porter, videos, and other items commemorating the vessel and its loss.
## See also
- Graveyard of the Great Lakes
- List of maritime disasters
- List of shipwrecks in the Great Lakes
- List of storms on the Great Lakes
- MV Derbyshire, a British bulk carrier lost in 1980 under similar circumstances |
22,232,729 | Aleeta curvicosta | 1,165,274,672 | Species of insect | [
"Hemiptera of Australia",
"Insects described in 1834"
]
| Aleeta curvicosta (commonly known as the floury baker or floury miller, known until 2003 as Abricta curvicosta) is a species of cicada, one of Australia's most familiar insects. Native to the continent's eastern coastline, it was described in 1834 by Ernst Friedrich Germar. The floury baker is the only described species in the genus Aleeta.
The floury baker's distinctive appearance and loud call make it popular with children. Both the common and genus name are derived from the white, flour-like filaments covering the adult body. Its body and eyes are generally brown with pale patterns including a light-coloured line along the midline of the pronotum. Its forewings have distinctive dark brown patches at the base of two of their apical cells. The female is larger than the male, although species size overall varies geographically, with larger animals associated with regions of higher rainfall. The male has distinctive genitalia and a loud and complex call generated by the frequent buckling of ribbed tymbals and amplified by abdominal air sacs.
The floury baker is solitary and occurs in low densities. Individuals typically emerge from the soil through a three-month period from late November to late February, and can be encountered until May. The floury baker is found on a wide variety of trees, with some preference for species of paperbark (Melaleuca). It is a relatively poor flier, preyed upon by cicada killer wasps and a wide variety of birds, and can succumb to a cicada-specific fungal disease.
## Taxonomy
German naturalist Ernst Friedrich Germar described the floury baker in 1834 as Cicada curvicosta. Germar based the description on two specimens now in the Hope Entomological Collections, Oxford, but did not designate a type specimen and their exact locations were not recorded. In 2003, one of the original specimens was designated the lectotype and the other the paralectotype.
Prominent Swedish entomologist Carl Stål named the genus Abricta in 1866, and it was either treated as a subgenus of the genus Tibicen or a genus in its own right. Thus it became known as Tibicen curvicostus, and Abricta curvicosta from 1906. French entomologist Jean Baptiste Boisduval described two specimens collected from Port Jackson as Cicada tephrogaster (later Tibicen tephrogaster) in 1835; this has long been considered a junior synonym. However, a review of the genus in 2003 showed Abricta to be a disparate group of species, and the Australian members were moved to other genera. Max Moulds conducted a morphological analysis of the genus and found the cicadas split naturally into clades according to biogeographical region. Of the 15 Australian species, the floury baker was the earliest offshoot. Unpublished data confirmed it was quite genetically distant from the other 14 species, and so it was classified in a new monotypic genus Aleeta, while most of the others were placed in the genus Tryella. The morphological distinction between Aleeta and Tryella is based on two factors: A. curvicosta has a larger forewing size – rarely less than 3.2 cm (1.3 in) and usually over 4 cm (1.6 in), whereas Tryella is never above 3.2 cm (1.3 in); the uncal lobes of Aleeta's distinctive male genitalia are downturned at their distal ends, whereas those of Tryella are upturned. The name Aleeta is derived from the Greek aleton meaning flour or meal.
The floury baker gains its common name from the appearance of having been dusted with flour, and both the vernacular terms baker and miller were in use by 1860. The name is sometimes corrupted as "flowery baker". As of 1905 the same name "floury baker" was also in use for another species of Australian cicada (Altria perulata, now Arunta perulata), which has white "sacks" as sounding boxes. That species is now commonly referred to as the "white drummer".
Phylogenetic evidence supports Aleeta and Tryella being the closest relatives to the famous periodical cicadas (genus Magicicada) of North America despite being widely geographically separated.
## Description
With a body length of 2.9 cm (1.1 in), forewings between 3 and 5.1 cm (1.2 and 2.0 in) long, a wingspan of 9–10 cm (3.5–4 in) and weighing around 1.02 g (0.036 oz), the floury baker is a medium-sized cicada. Individuals markedly vary in size by region depending on local rainfall. Areas with an average annual rainfall of over 1,000 mm (39 in) – mostly coastal – have much larger individuals, with average forewing lengths about 1 cm (0.4 in) longer than those in low-rainfall areas.
The adult is brown with a white dusted appearance; white downy filaments cover much of the body, legs and some wing veins, but this silver body fur is easily rubbed off, and so is often substantially diminished in older adults and museum specimens. Individuals have a variety of body markings, but all have a pale midline on their pronotum. Their legs are brown, sometimes yellowish, but with no distinct markings. Their dry mass is on average 36.2% of their total bodymass, higher than most Australian cicadas, which suggests strong exoskeletal armour. Their eyes are dark brown. They have yellowish opercula that extend laterally well beyond the body. The female is slightly larger than the male, She has generally similar colour and markings, though can be slightly paler in some areas. Her ninth abdominal segment is long and dark reddish-brown, sometimes partly tending toward black. Her ovipositor is long, with a downward tilt, and the ovipositor sheath is black or dark reddish brown.
The wings are transparent with black or brown veins and a brown-black patch at the base of apical cells 2 and 3. These patches are sometimes fused into a continuous zigzag of dark brown to black discolouration. The basal cell is often opaque and amber-coloured. As on many insects, the wing membranes are coated on either side by a repeating pattern of cuticular nanostructures, about 200 nm in height, separated by about 180 nm. These are thought to aid in anti-reflective camouflage, anti-wetting and self-cleaning.
The male call can be heard at any time of day and consists of an unusual hissing-type sound, starting as a series of one-second sibilant bursts about a second apart repeated more rapidly until they become a constant hiss lasting 7–10 s. Described as "rp, rp, rp, rp, rrrrrp", the sound is produced when single muscular contractions click the tymbal inward, buckling 7–9 of the tymbal ribs, each of which produces a pulse. This occurs alternately on the two tymbals and is rapidly repeated at a frequency of about 143 Hz (in groups of four except when the cicada is in distress – when they are ungrouped and at a lower frequency), giving a pulse repetition frequency of around 1050 per second, with a relatively broad sound frequency range of 7.5–10.5 kHz, that has a dominant frequency (at which the peak energy is observed) of 9.5–9.6 kHz.
The abdominal tracheal air sacs surround the sound muscles and extend into the abdomen, acting as resonant chambers to amplify sound. The floury baker rapidly extends or raises its abdomen, thus modulating the influence of the air sacs on the sound to change its volume, pitch or tune during the introduction to the free song. This can be heard when a cicada is undisturbed in its natural environment, while male cicadas use these calls to attract females. The species is one of Australia's loudest cicadas and has been termed "the best musician of them all".
The floury baker is distinguished from a similar undescribed species A. sp. nr. curvicosta (the little floury baker) by the structure of the male genitalia and an audibly distinct call. Members of Aleeta and Tryella are easily distinguished from other Australian cicadas as they lack tymbal covers, while the costal margin of their forewings gets larger toward the point where the wing is attached to the body. In these genera it is clearly wider than the costal vein.
## Life cycle
Eggs are laid in a series of slits usually cut by the mother's ovipositor in live branches or twigs of their food plants. On average about sixteen eggs, among a total batch of a few hundred, are laid in each slit. The batch all hatch around 70 days later – usually within a day or two of one another – but take longer in cold or dry conditions. Oviposition has been observed on a wide range of native and introduced plant species and can weaken the branches of young orchard trees such that they cannot sustain the load of their fruit.
After hatching, the nymphs fall from the branches to seek a crack in the soil where they can burrow, often to a depth of 10–40 cm (4–15.5 in), by digging with their large forelegs. Larger species of cicada like A. curvicosta are thought to spend 2–8 years underground, during which time they grow and feed through their rostrum on the sap from tree roots. They moult five times before emerging from the ground to shed their final shell. Although consistently taking place at night, the emergence of the population is diffusely spread over the season in comparison to the more high-density Australian species. The sex ratio is about 1.15 males to every female, consistent throughout the emergence. The metabolic rate over a period of about 6.5 hours during emergence of A. curvicosta is about 1.8 times the resting metabolic rate of the adult. A South East Queensland study reported nymphs would emerge on most tree species but avoid Norfolk pine (Araucaria heterophylla) and broad-leaved paperbark (Melaleuca quinquenervia). The adults are usually found between November and May but are sometimes observed as early as September and until as late as June. They were recorded as appearing every year, mainly in December and January in western Sydney, with a similar 92-day emergence period from late November until late February recorded in South East Queensland. This makes it one of the last Australian cicadas to emerge each season. The nymph grips onto the tree bark with all of its legs, swallows air and redistributes haemolymph to split the cast down the center of its back. It then extracts its head and clypeus by hunching its body, and when these have emerged, arches back to draw the legs out of their casing. It then slowly unfolds its wings, finally bending forward and gripping onto the front of the shell to free its abdomen. Once free it hangs for hours more as the wings harden.
Once they reach adulthood most adult cicada species live for around another two to four weeks. During this time they feed on flowing sap from tree branches, and mating and egg laying occurs.
## Distribution and habitat
The floury baker is found from the Daintree River in North Queensland to Bendalong in southern New South Wales. It is a highland species in the northern part of its range, restricted to the Atherton Tableland and Eungella National Park to the west of Mackay, but more a lowland species in the remainder of its range. It may be found in varied habitats, from rainforest margins to suburbs, even in the centre of Sydney.
## Behaviour
Individuals are usually solitary, with a South-East Queensland study estimating densities of only 50 per hectare (compared to some other Australian species nearly two orders of magnitude more dense). The adult floury baker normally perches facing downwards and on branches of trees rather than trunks. It is found on a wide variety of plants, most commonly on species in the family Myrtaceae, more specifically various species of Melaleuca and Callistemon plants, as well as brown hazelwood (Lysicarpus angustifolius) and pegunny (Bauhinia hookeri). These are expected to also be nymphal food plants. The species was associated with white feather honeymyrtle (Melaleuca decora) in a study at three sites in western Sydney. The broad-leaved paperbark has been confirmed as a nymphal food plant.
Floury bakers are not proficient fliers compared with other Australian cicadas. They are slow, with a typical speed of 2.1 metres per second (6.9 ft/s), which rises to around 3.9 metres per second (13 ft/s; 14 km/h) when they are pursued or provoked. They are only able to generate low aerodynamic power and their flights are relatively short, lasting around 3.4 s, with an average of 3.3 changes in direction. Nor are they adept at landing. The distance at which they react to an approaching observer is moderate, both when stationary and when in flight.
## Predation
Bird predation of the adult cicada is common, with wrens and grey fantails, noisy miners, blue-faced honeyeaters, little wattlebirds, grey and pied butcherbirds, magpie-larks, Torresian crows, white-faced herons and even the nocturnal tawny frogmouth, all reported as significant predators. The frogmouths and bearded dragons have been observed feeding on emerging nymphs, however total nymphal mortality is estimated at under 10%.
The adults of some Australian cicada are subject to a cicada-specific fungus from the genus Massospora, which grows on their genitalia and abdominal cavity, eventually causing the tail end to drop off. Australian cicadas are further preyed on by the cicada killer wasp (Exeirus lateritius), which stings and paralyses cicadas high in the trees. Their victims drop to the ground where the cicada-hunter mounts and carries them, pushing with its hind legs, sometimes over a distance of 100 m (330 ft). They are then shoved into the hunter's burrow, where the helpless cicada is placed on a shelf in an often extensive 'catacomb', to form food-stock for the wasp grub growing from the eggs deposited within.
## In popular culture
The shells shed by the nymph, as with those of other cicada species, are often collected by children and sometimes attached to their clothing. Schoolchildren have been known to bring live adults into classrooms to startle the class with their "strident shrieking", typically to the observable displeasure of teachers. Children often climb trees to collect them, and keep them temporarily as pets in shoeboxes. They cannot easily be kept for longer than a day or two, given that they need flowing sap for food. A poem dedicated to the floury baker appeared in the Catholic Press in 1930, describing its life cycle to children.
## See also
- List of cicadas of Australia |
43,351 | Ukiyo-e | 1,172,221,139 | Genre of Japanese art which flourished from the 17th through 19th centuries | [
"1670s introductions",
"History of art in Japan",
"Printmaking",
"Schools of Japanese art",
"Ukiyo-e"
]
| Ukiyo-e is a genre of Japanese art which flourished from the 17th through 19th centuries. Its artists produced woodblock prints and paintings of such subjects as female beauties; kabuki actors and sumo wrestlers; scenes from history and folk tales; travel scenes and landscapes; flora and fauna; and erotica. The term ukiyo-e (浮世絵) translates as 'picture[s] of the floating world'.
In 1603, the city of Edo (Tokyo) became the seat of the ruling Tokugawa shogunate. The chōnin class (merchants, craftsmen and workers), positioned at the bottom of the social order, benefited the most from the city's rapid economic growth, and began to indulge in and patronize the entertainment of kabuki theatre, geisha, and courtesans of the pleasure districts; the term ukiyo ('floating world') came to describe this hedonistic lifestyle. Printed or painted ukiyo-e works were popular with the chōnin class, who had become wealthy enough to afford to decorate their homes with them.
The earliest ukiyo-e works emerged in the 1670s, with Hishikawa Moronobu's paintings and monochromatic prints of beautiful women. Colour prints were introduced gradually, and at first were only used for special commissions. By the 1740s, artists such as Okumura Masanobu used multiple woodblocks to print areas of colour. In the 1760s, the success of Suzuki Harunobu's "brocade prints" led to full-colour production becoming standard, with ten or more blocks used to create each print. Some ukiyo-e artists specialized in making paintings, but most works were prints. Artists rarely carved their own woodblocks for printing; rather, production was divided between the artist, who designed the prints, the carver, who cut the woodblocks, the printer, who inked and pressed the woodblocks onto handmade paper, and the publisher, who financed, promoted, and distributed the works. As printing was done by hand, printers were able to achieve effects impractical with machines, such as the blending or gradation of colours on the printing block.
Specialists have prized the portraits of beauties and actors by masters such as Torii Kiyonaga, Utamaro, and Sharaku that came in the late 18th century. The 19th century also saw the continuation of masters of the ukiyo-e tradition, with the creation of the artist Hokusai's The Great Wave off Kanagawa, one of the most well-known works of Japanese art, and the artist Hiroshige's The Fifty-three Stations of the Tōkaidō. Following the deaths of these two masters, and against the technological and social modernization that followed the Meiji Restoration of 1868, ukiyo-e production went into steep decline. However, the 20th century saw a revival in Japanese printmaking: the shin-hanga ('new prints') genre capitalized on Western interest in prints of traditional Japanese scenes, and the sōsaku-hanga ('creative prints') movement promoted individualist works designed, carved, and printed by a single artist. Prints since the late 20th century have continued in an individualist vein, often made with techniques imported from the West.
Ukiyo-e was central to forming the West's perception of Japanese art in the late 19th century, particularly the landscapes of Hokusai and Hiroshige. From the 1870s onwards, Japonisme became a prominent trend and had a strong influence on the early Impressionists such as Edgar Degas, Édouard Manet and Claude Monet, as well as influencing Post-Impressionists such as Vincent van Gogh, and Art Nouveau artists such as Henri de Toulouse-Lautrec.
## History
### Pre-history
Japanese art since the Heian period (794–1185) had followed two principal paths: the nativist Yamato-e tradition, focusing on Japanese themes, best known by the works of the Tosa school; and Chinese-inspired kara-e in a variety of styles, such as the monochromatic ink wash paintings of Sesshū Tōyō and his disciples. The Kanō school of painting incorporated features of both.
Since antiquity, Japanese art had found patrons in the aristocracy, military governments, and religious authorities. Until the 16th century, the lives of the common people had not been a main subject of painting, and even when they were included, the works were luxury items made for the ruling samurai and rich merchant classes. Later works appeared by and for townspeople, including inexpensive monochromatic paintings of female beauties and scenes of the theatre and pleasure districts. The hand-produced nature of these shikomi-e (仕込絵) limited the scale of their production, a limit that was soon overcome by genres that turned to mass-produced woodblock printing.
During a prolonged period of civil war in the 16th century, a class of politically powerful merchants developed. These , the predecessors of the Edo period's chōnin, allied themselves with the court and had power over local communities; their patronage of the arts encouraged a revival in the classical arts in the late 16th and early 17th centuries. In the early 17th century, Tokugawa Ieyasu (1543–1616) unified the country and was appointed shōgun with supreme power over Japan. He consolidated his government in the village of Edo (modern Tokyo), and required the territorial lords to assemble there in alternate years with their entourages. The demands of the growing capital drew many male labourers from the country, so that males came to make up nearly seventy percent of the population. The village grew during the Edo period (1603–1867) from a population of 1800 to over a million in the 19th century.
The centralized shogunate put an end to the power of the machishū and divided the population into four social classes, with the ruling samurai class at the top and the merchant class at the bottom. While deprived of their political influence, those of the merchant class most benefited from the rapidly expanding economy of the Edo period, and their improved lot allowed for leisure that many sought in the pleasure districts—in particular Yoshiwara in Edo—and collecting artworks to decorate their homes, which in earlier times had been well beyond their financial means. The experience of the pleasure quarters was open to those of sufficient wealth, manners, and education.
Woodblock printing in Japan traces back to the Hyakumantō Darani in 770 CE. Until the 17th century, such printing was reserved for Buddhist seals and images. Movable type appeared around 1600, but as the Japanese writing system required about 100,000 type pieces, hand-carving text onto woodblocks was more efficient. In , calligrapher Hon'ami Kōetsu and publisher combined printed text and images in an adaptation of The Tales of Ise (1608) and other works of literature. During the Kan'ei era (1624–1643) illustrated books of folk tales called tanrokubon ('orange-green books') were the first books mass-produced using woodblock printing. Woodblock imagery continued to evolve as illustrations to the kanazōshi genre of tales of hedonistic urban life in the new capital. The rebuilding of Edo following the Great Fire of Meireki in 1657 occasioned a modernization of the city, and the publication of illustrated printed books flourished in the rapidly urbanizing environment.
The term ukiyo (浮世), which can be translated as 'floating world', was homophonous with the ancient Buddhist term ukiyo (憂き世), meaning 'this world of sorrow and grief'. The newer term at times was used to mean 'erotic' or 'stylish', among other meanings, and came to describe the hedonistic spirit of the time for the lower classes. Asai Ryōi celebrated this spirit in the novel Ukiyo Monogatari (Tales of the Floating World, c. 1661):
> [L]iving only for the moment, savouring the moon, the snow, the cherry blossoms, and the maple leaves, singing songs, drinking sake, and diverting oneself just in floating, unconcerned by the prospect of imminent poverty, buoyant and carefree, like a gourd carried along with the river current: this is what we call ukiyo.
### Emergence of ukiyo-e (late 17th – early 18th centuries)
The earliest ukiyo-e artists came from the world of Japanese painting. Yamato-e painting of the 17th century had developed a style of outlined forms which allowed inks to be dripped on a wet surface and spread out towards the outlines—this outlining of forms was to become the dominant style of ukiyo-e.
Around 1661, painted hanging scrolls known as Portraits of Kanbun Beauties gained popularity. The paintings of the Kanbun era (1661–1673), most of which are anonymous, marked the beginnings of ukiyo-e as an independent school. The paintings of Iwasa Matabei (1578–1650) have a great affinity with ukiyo-e paintings. Scholars disagree whether Matabei's work itself is ukiyo-e; assertions that he was the genre's founder are especially common amongst Japanese researchers. At times Matabei has been credited as the artist of the unsigned Hikone screen, a byōbu folding screen that may be one of the earliest surviving ukiyo-e works. The screen is in a refined Kanō style and depicts contemporary life, rather than the prescribed subjects of the painterly schools.
In response to the increasing demand for ukiyo-e works, Hishikawa Moronobu (1618–1694) produced the first ukiyo-e woodblock prints. By 1672, Moronobu's success was such that he began to sign his work—the first of the book illustrators to do so. He was a prolific illustrator who worked in a wide variety of genres, and developed an influential style of portraying female beauties. Most significantly, he began to produce illustrations, not just for books, but as single-sheet images, which could stand alone or be used as part of a series. The Hishikawa school attracted a large number of followers, as well as imitators such as Sugimura Jihei, and signalled the beginning of the popularization of a new artform.
Torii Kiyonobu I and Kaigetsudō Ando became prominent emulators of Moronobu's style following the master's death, though neither was a member of the Hishikawa school. Both discarded background detail in favour of focus on the human figure—kabuki actors in the yakusha-e of Kiyonobu and the Torii school that followed him, and courtesans in the bijin-ga of Ando and his Kaigetsudō school. Ando and his followers produced a stereotyped female image whose design and pose lent itself to effective mass production, and its popularity created a demand for paintings that other artists and schools took advantage of. The Kaigetsudō school and its popular "Kaigetsudō beauty" ended after Ando's exile over his role in the Ejima-Ikushima scandal of 1714.
Kyoto native Nishikawa Sukenobu (1671–1750) painted technically refined pictures of courtesans. Considered a master of erotic portraits, he was the subject of a government ban in 1722, though it is believed he continued to create works that circulated under different names. Sukenobu spent most of his career in Edo, and his influence was considerable in both the Kantō and Kansai regions. The paintings of Miyagawa Chōshun (1683–1752) portrayed early 18th-century life in delicate colours. Chōshun made no prints. The Miyagawa school he founded in the early-18th century specialized in romantic paintings in a style more refined in line and colour than the Kaigetsudō school. Chōshun allowed greater expressive freedom in his adherents, a group that later included Hokusai.
### Colour prints (mid-18th century)
Even in the earliest monochromatic prints and books, colour was added by hand for special commissions. Demand for colour in the early-18th century was met with tan-e prints hand-tinted with orange and sometimes green or yellow. These were followed in the 1720s with a vogue for pink-tinted beni-e and later the lacquer-like ink of the urushi-e. In 1744, the benizuri-e were the first successes in colour printing, using multiple woodblocks—one for each colour, the earliest beni pink and vegetable green.
A great self-promoter, Okumura Masanobu (1686–1764) played a major role during the period of rapid technical development in printing from the late 17th to mid-18th centuries. He established a shop in 1707 and combined elements of the leading contemporary schools in a wide array of genres, though Masanobu himself belonged to no school. Amongst the innovations in his romantic, lyrical images were the introduction of geometrical perspective in the uki-e genre in the 1740s; the long, narrow hashira-e prints; and the combination of graphics and literature in prints that included self-penned haiku poetry.
Ukiyo-e reached a peak in the late 18th century with the advent of full-colour prints, developed after Edo returned to prosperity under Tanuma Okitsugu following a long depression. These popular colour prints came to be called nishiki-e, or 'brocade pictures', as their brilliant colours seemed to bear resemblance to imported Chinese Shuchiang brocades, known in Japanese as Shokkō nishiki. The first to emerge were expensive calendar prints, printed with multiple blocks on very fine (or finer than standard) paper with heavy, opaque inks. These prints had the number of days for each month hidden in the design, and were sent at the New Year as personalized greetings, bearing the name of the patron rather than the artist. The blocks for these prints were later re-used for commercial production, obliterating the patron's name and replacing it with that of the artist.
The delicate, romantic prints of Suzuki Harunobu (1725–1770) were amongst the first to realize expressive and complex colour designs, printed with up to a dozen separate blocks to handle the different colours and half-tones. His restrained, graceful prints invoked the classicism of waka poetry and Yamato-e painting. The prolific Harunobu was the dominant ukiyo-e artist of his time. The success of Harunobu's colourful nishiki-e from 1765 on led to a steep decline in demand for the limited palettes of benizuri-e and urushi-e, as well as hand-coloured prints.
A trend against the idealism of the prints of Harunobu and the Torii school grew following Harunobu's death in 1770. Katsukawa Shunshō (1726–1793) and his school produced portraits of kabuki actors with greater fidelity to the actors' actual features than had been the trend. Sometime-collaborators Koryūsai (1735 – c. 1790) and Kitao Shigemasa (1739–1820) were prominent depicters of women who also moved ukiyo-e away from the dominance of Harunobu's idealism by focusing on contemporary urban fashions and celebrated real-world courtesans and geisha. Koryūsai was perhaps the most prolific ukiyo-e artist of the 18th century, and produced a larger number of paintings and print series than any predecessor. The Kitao school that Shigemasa founded was one of the dominant schools of the closing decades of the 18th century.
In the 1770s, Utagawa Toyoharu produced a number of uki-e perspective prints that demonstrated a mastery of Western perspective techniques that had eluded his predecessors in the genre. Toyoharu's works helped pioneer the landscape as an ukiyo-e subject, rather than merely a background for human figures. In the 19th century, Western-style perspective techniques were absorbed into Japanese artistic culture, and deployed in the refined landscapes of such artists as Hokusai and Hiroshige, the latter a member of the Utagawa school that Toyoharu founded. This school was to become one of the most influential, and produced works in a far greater variety of genres than any other school.
### Peak period (late 18th century)
While the late 18th century saw hard economic times, ukiyo-e saw a peak in quantity and quality of works, particularly during the Kansei era (1789–1791). The ukiyo-e of the period of the Kansei Reforms brought about a focus on beauty and harmony that collapsed into decadence and disharmony in the next century as the reforms broke down and tensions rose, culminating in the Meiji Restoration of 1868.
Especially in the 1780s, Torii Kiyonaga (1752–1815) of the Torii school depicted traditional ukiyo-e subjects like beauties and urban scenes, which he printed on large sheets of paper, often as multiprint horizontal diptychs or triptychs. His works dispensed with the poetic dreamscapes made by Harunobu, opting instead for realistic depictions of idealized female forms dressed in the latest fashions and posed in scenic locations. He also produced portraits of kabuki actors in a realistic style that included accompanying musicians and chorus.
A law went into effect in 1790 requiring prints to bear a censor's seal of approval to be sold. Censorship increased in strictness over the following decades, and violators could receive harsh punishments. From 1799 even preliminary drafts required approval. A group of Utagawa-school offenders including Toyokuni had their works repressed in 1801, and Utamaro was imprisoned in 1804 for making prints of 16th-century political and military leader Toyotomi Hideyoshi.
Utamaro (c. 1753–1806) made his name in the 1790s with his bijin ōkubi-e ('large-headed pictures of beautiful women') portraits, focusing on the head and upper torso, a style others had previously employed in portraits of kabuki actors. Utamaro experimented with line, colour, and printing techniques to bring out subtle differences in the features, expressions, and backdrops of subjects from a wide variety of class and background. Utamaro's individuated beauties were in sharp contrast to the stereotyped, idealized images that had been the norm. By the end of the decade, especially following the death of his patron Tsutaya Jūzaburō in 1797, Utamaro's prodigious output declined in quality, and he died in 1806.
Appearing suddenly in 1794 and disappearing just as suddenly ten months later, the prints of the enigmatic Sharaku are amongst ukiyo-e's best known. Sharaku produced striking portraits of kabuki actors, introducing a greater level of realism into his prints that emphasized the differences between the actor and the portrayed character. The expressive, contorted faces he depicted contrasted sharply with the serene, mask-like faces more common to artists such as Harunobu or Utamaro. Published by Tsutaya, Sharaku's work found resistance, and in 1795 his output ceased as mysteriously as it had appeared; his real identity is still unknown. Utagawa Toyokuni (1769–1825) produced kabuki portraits in a style Edo townsfolk found more accessible, emphasizing dramatic postures and avoiding Sharaku's realism.
A consistent high level of quality marks ukiyo-e of the late 18th-century, but the works of Utamaro and Sharaku often overshadow those other masters of the era. One of Kiyonaga's followers, Eishi (1756–1829), abandoned his position as painter for shōgun Tokugawa Ieharu to take up ukiyo-e design. He brought a refined sense to his portraits of graceful, slender courtesans, and left behind a number of noted students. With a fine line, Eishōsai Chōki (fl. 1786–1808) designed portraits of delicate courtesans. The Utagawa school came to dominate ukiyo-e output in the late Edo period.
Edo was the primary centre of ukiyo-e production throughout the Edo period. Another major centre developed in the Kamigata region of areas in and around Kyoto and Osaka. In contrast to the range of subjects in the Edo prints, those of Kamigata tended to be portraits of kabuki actors. The style of the Kamigata prints was little distinguished from those of Edo until the late 18th century, partly because artists often moved back and forth between the two areas. Colours tend to be softer and pigments thicker in Kamigata prints than in those of Edo. In the 19th century many of the prints were designed by kabuki fans and other amateurs.
### Late flowering: flora, fauna, and landscapes (19th century)
The Tenpō Reforms of 1841–1843 sought to suppress outward displays of luxury, including the depiction of courtesans and actors. As a result, many ukiyo-e artists designed travel scenes and pictures of nature, especially birds and flowers. Landscapes had been given limited attention since Moronobu, and they formed an important element in the works of Kiyonaga and Shunchō. It was not until late in the Edo period that landscape came into its own as a genre, especially via the works of Hokusai and Hiroshige The landscape genre has come to dominate Western perceptions of ukiyo-e, though ukiyo-e had a long history preceding these late-era masters. The Japanese landscape differed from the Western tradition in that it relied more heavily on imagination, composition, and atmosphere than on strict observance of nature.
The self-proclaimed "mad painter" Hokusai (1760–1849) enjoyed a long, varied career. His work is marked by a lack of the sentimentality common to ukiyo-e, and a focus on formalism influenced by Western art. Among his accomplishments are his illustrations of Takizawa Bakin's novel '', his series of sketchbooks, the Hokusai Manga, and his popularization of the landscape genre with Thirty-six Views of Mount Fuji, which includes his best-known print, The Great Wave off Kanagawa, one of the most famous works of Japanese art. In contrast to the work of the older masters, Hokusai's colours were bold, flat, and abstract, and his subject was not the pleasure districts but the lives and environment of the common people at work. Established masters Eisen, Kuniyoshi, and Kunisada also followed Hokusai's steps into landscape prints in the 1830s, producing prints with bold compositions and striking effects.
Though not often given the attention of their better-known forebears, the Utagawa school produced a few masters in this declining period. The prolific Kunisada (1786–1865) had few rivals in the tradition of making portrait prints of courtesans and actors. One of those rivals was Eisen (1790–1848), who was also adept at landscapes. Perhaps the last significant member of this late period, Kuniyoshi (1797–1861) tried his hand at a variety of themes and styles, much as Hokusai had. His historical scenes of warriors in violent combat were popular, especially his series of heroes from the Suikoden (1827–1830) and Chūshingura (1847). He was adept at landscapes and satirical scenes—the latter an area rarely explored in the dictatorial atmosphere of the Edo period; that Kuniyoshia could dare tackle such subjects was a sign of the weakening of the shogunate at the time.
Hiroshige (1797–1858) is considered Hokusai's greatest rival in stature. He specialized in pictures of birds and flowers, and serene landscapes, and is best known for his travel series, such as The Fifty-three Stations of the Tōkaidō and The Sixty-nine Stations of the Kisokaidō, the latter a cooperative effort with Eisen. His work was more realistic, subtly coloured, and atmospheric than Hokusai's; nature and the seasons were key elements: mist, rain, snow, and moonlight were prominent parts of his compositions. Hiroshige's followers, including adopted son Hiroshige II and son-in-law Hiroshige III, carried on their master's style of landscapes into the Meiji era.
### Decline (late 19th century)
Following the deaths of Hokusai and Hiroshige and the Meiji Restoration of 1868, ukiyo-e suffered a sharp decline in quantity and quality. The rapid Westernization of the Meiji period that followed saw woodblock printing turn its services to journalism, and face competition from photography. Practitioners of pure ukiyo-e became more rare, and tastes turned away from a genre seen as a remnant of an obsolescent era. Artists continued to produce occasional notable works, but by the 1890s the tradition was moribund.
Synthetic pigments imported from Germany began to replace traditional organic ones in the mid-19th century. Many prints from this era made extensive use of a bright red, and were called aka-e ('red pictures'). Artists such as Yoshitoshi (1839–1892) led a trend in the 1860s of gruesome scenes of murders and ghosts, monsters and supernatural beings, and legendary Japanese and Chinese heroes. His One Hundred Aspects of the Moon (1885–1892) depicts a variety of fantastic and mundane themes with a moon motif. Kiyochika (1847–1915) is known for his prints documenting the rapid modernization of Tokyo, such as the introduction of railways, and his depictions of Japan's wars with China and with Russia. Earlier a painter of the Kanō school, in the 1870s Chikanobu (1838–1912) turned to prints, particularly of the imperial family and scenes of Western influence on Japanese life in the Meiji period.
### Introduction to the West
Aside from Dutch traders, who had had trading relations dating to the beginning of the Edo period, Westerners paid little notice to Japanese art before the mid-19th century, and when they did they rarely distinguished it from other art from the East. Swedish naturalist Carl Peter Thunberg spent a year in the Dutch trading settlement Dejima, near Nagasaki, and was one of the earliest Westerners to collect Japanese prints. The export of ukiyo-e thereafter slowly grew, and at the beginning of the 19th century Dutch merchant-trader Isaac Titsingh's collection drew the attention of connoisseurs of art in Paris.
The arrival in Edo of American Commodore Matthew Perry in 1853 led to the Convention of Kanagawa in 1854, which opened Japan to the outside world after over two centuries of seclusion. Ukiyo-e prints were amongst the items he brought back to the United States. Such prints had appeared in Paris from at least the 1830s, and by the 1850s were numerous; reception was mixed, and even when praised ukiyo-e was generally thought inferior to Western works which emphasized mastery of naturalistic perspective and anatomy. Japanese art drew notice at the International Exhibition of 1867 in Paris, and became fashionable in France and England in the 1870s and 1880s. The prints of Hokusai and Hiroshige played a prominent role in shaping Western perceptions of Japanese art. At the time of their introduction to the West, woodblock printing was the most common mass medium in Japan, and the Japanese considered it of little lasting value.
Early Europeans promoters and scholars of ukiyo-e and Japanese art included writer Edmond de Goncourt and art critic Philippe Burty, who coined the term Japonism. Stores selling Japanese goods opened, including those of Édouard Desoye in 1862 and art dealer Siegfried Bing in 1875. From 1888 to 1891 Bing published the magazine Artistic Japan in English, French, and German editions, and curated an ukiyo-e exhibition at the École des Beaux-Arts in 1890 attended by artists such as Mary Cassatt.
American Ernest Fenollosa was the earliest Western devotee of Japanese culture, and did much to promote Japanese art—Hokusai's works featured prominently at his inaugural exhibition as first curator of Japanese art Museum of Fine Arts in Boston, and in Tokyo in 1898 he curated the first ukiyo-e exhibition in Japan. By the end of the 19th century, the popularity of ukiyo-e in the West drove prices beyond the means of most collectors—some, such as Degas, traded their own paintings for such prints. Tadamasa Hayashi was a prominent Paris-based dealer of respected tastes whose Tokyo office was responsible for evaluating and exporting large quantities of ukiyo-e prints to the West in such quantities that Japanese critics later accused him of siphoning Japan of its national treasure. The drain first went unnoticed in Japan, as Japanese artists were immersing themselves in the classical painting techniques of the West.
Japanese art, and particularly ukiyo-e prints, came to influence Western art from the time of the early Impressionists. Early painter-collectors incorporated Japanese themes and compositional techniques into their works as early as the 1860s: the patterned wallpapers and rugs in Manet's paintings were inspired by the patterned kimono found in ukiyo-e pictures, and Whistler focused his attention on ephemeral elements of nature as in ukiyo-e landscapes. Van Gogh was an avid collector, and painted copies in oil of prints by Hiroshige and Eisen. Degas and Cassatt depicted fleeting, everyday moments in Japanese-influenced compositions and perspectives. ukiyo-e's flat perspective and unmodulated colours were a particular influence on graphic designers and poster makers. Toulouse-Lautrec's lithographs displayed his interest not only in ukiyo-e's flat colours and outlined forms, but also in their subject matter: performers and prostitutes. He signed much of this work with his initials in a circle, imitating the seals on Japanese prints. Other artists of the time who drew influence from ukiyo-e include Monet, La Farge, Gauguin, and Les Nabis members such as Bonnard and Vuillard. French composer Claude Debussy drew inspiration for his music from the prints of Hokusai and Hiroshige, most prominently in La mer (1905). Imagist poets such as Amy Lowell and Ezra Pound found inspiration in ukiyo-e prints; Lowell published a book of poetry called Pictures of the Floating World (1919) on oriental themes or in an oriental style.
### Descendant traditions (20th century)
The travel sketchbook became a popular genre beginning about 1905, as the Meiji government promoted travel within Japan to have citizens better know their country. In 1915, publisher Shōzaburō Watanabe introduced the term shin-hanga ("new prints") to describe a style of prints he published that featured traditional Japanese subject matter and were aimed at foreign and upscale Japanese audiences. Prominent artists included Goyō Hashiguchi, called the "Utamaro of the Taishō period" for his manner of depicting women; Shinsui Itō, who brought more modern sensibilities to images of women; and Hasui Kawase, who made modern landscapes. Watanabe also published works by non-Japanese artists, an early success of which was a set of Indian- and Japanese-themed prints in 1916 by the English Charles W. Bartlett (1860–1940). Other publishers followed Watanabe's success, and some shin-hanga artists such as Goyō and Hiroshi Yoshida set up studios to publish their own work.
Artists of the sōsaku-hanga ('creative prints') movement took control of every aspect of the printmaking process—design, carving, and printing were by the same pair of hands. Kanae Yamamoto (1882–1946), then a student at the Tokyo School of Fine Arts, is credited with the birth of this approach. In 1904, he produced Fisherman using woodblock printing, a technique until then frowned upon by the Japanese art establishment as old-fashioned and for its association with commercial mass production. The foundation of the Japanese Woodcut Artists' Association in 1918 marks the beginning of this approach as a movement. The movement favoured individuality in its artists, and as such has no dominant themes or styles. Works ranged from the entirely abstract ones of Kōshirō Onchi (1891–1955) to the traditional figurative depictions of Japanese scenes of Un'ichi Hiratsuka (1895–1997). These artists produced prints not because they hoped to reach a mass audience, but as a creative end in itself, and did not restrict their print media to the woodblock of traditional ukiyo-e.
Prints from the late-20th and 21st centuries have evolved from the concerns of earlier movements, especially the sōsaku-hanga movement's emphasis on individual expression. Screen printing, etching, mezzotint, mixed media, and other Western methods have joined traditional woodcutting amongst printmakers' techniques.
## Style
Early ukiyo-e artists brought with them a sophisticated knowledge of and training in the composition principles of classical Chinese painting; gradually these artists shed the overt Chinese influence to develop a native Japanese idiom. The early ukiyo-e artists have been called "Primitives" in the sense that the print medium was a new challenge to which they adapted these centuries-old techniques—their image designs are not considered "primitive". Many ukiyo-e artists received training from teachers of the Kanō and other painterly schools.
A defining feature of most ukiyo-e prints is a well-defined, bold, flat line. The earliest prints were monochromatic, and these lines were the only printed element; even with the advent of colour this characteristic line continued to dominate. In ukiyo-e composition forms are arranged in flat spaces with figures typically in a single plane of depth. Attention was drawn to vertical and horizontal relationships, as well as details such as lines, shapes, and patterns such as those on clothing. Compositions were often asymmetrical, and the viewpoint was often from unusual angles, such as from above. Elements of images were often cropped, giving the composition a spontaneous feel. In colour prints, contours of most colour areas are sharply defined, usually by the linework. The aesthetic of flat areas of colour contrasts with the modulated colours expected in Western traditions and with other prominent contemporary traditions in Japanese art patronized by the upper class, such as in the subtle monochrome ink brushstrokes of zenga brush painting or tonal colours of the Kanō school of painting.
The colourful, ostentatious, and complex patterns, concern with changing fashions, and tense, dynamic poses and compositions in ukiyo-e are in striking contrast with many concepts in traditional Japanese aesthetics. Prominent amongst these, wabi-sabi favours simplicity, asymmetry, and imperfection, with evidence of the passage of time; and shibui values subtlety, humility, and restraint. Ukiyo-e can be less at odds with aesthetic concepts such as the racy, urbane stylishness of iki.
ukiyo-e displays an unusual approach to graphical perspective, one that can appear underdeveloped when compared to European paintings of the same period. Western-style geometrical perspective was known in Japan—practised most prominently by the Akita ranga painters of the 1770s—as were Chinese methods to create a sense of depth using a homogeny of parallel lines. The techniques sometimes appeared together in ukiyo-e works, geometrical perspective providing an illusion of depth in the background and the more expressive Chinese perspective in the fore. The techniques were most likely learned at first through Chinese Western-style paintings rather than directly from Western works. Long after becoming familiar with these techniques, artists continued to harmonize them with traditional methods according to their compositional and expressive needs. Other ways of indicating depth included the Chinese tripartite composition method used in Buddhist pictures, where a large form is placed in the foreground, a smaller in the midground, and yet a smaller in the background; this can be seen in Hokusai's Great Wave, with a large boat in the foreground, a smaller behind it, and a small Mt Fuji behind them.
There was a tendency since early ukiyo-e to pose beauties in what art historian called a "serpentine posture", which involves the subjects' bodies twisting unnaturally while facing behind themselves. Art historian posited that this had its roots in traditional buyō dance; countered that the poses were artistic licence taken by ukiyo-e artists, causing a seemingly relaxed pose to reach unnatural or impossible physical extremes. This remained the case even when realistic perspective techniques were applied to other sections of the composition.
### Themes and genres
Typical subjects were female beauties ("bijin-ga"), kabuki actors ("yakusha-e"), and landscapes. The women depicted were most often courtesans and geisha at leisure, and promoted the entertainments to be found in the pleasure districts. The detail with which artists depicted courtesans' fashions and hairstyles allows the prints to be dated with some reliability. Less attention was given to accuracy of the women's physical features, which followed the day's pictorial fashions—the faces stereotyped, the bodies tall and lanky in one generation and petite in another. Portraits of celebrities were much in demand, in particular those from the kabuki and sumo worlds, two of the most popular entertainments of the era. While the landscape has come to define ukiyo-e for many Westerners, landscapes flourished relatively late in the ukiyo-e's history.
Ukiyo-e prints grew out of book illustration—many of Moronobu's earliest single-page prints were originally pages from books he had illustrated. E-hon books of illustrations were popular and continued be an important outlet for ukiyo-e artists. In the late period, Hokusai produced the three-volume One Hundred Views of Mount Fuji and the 15-volume Hokusai Manga, the latter a compendium of over 4000 sketches of a wide variety of realistic and fantastic subjects.
Traditional Japanese religions do not consider sex or pornography a moral corruption in the sense of most Abrahamic faiths, and until the changing morals of the Meiji era led to its suppression, shunga erotic prints were a major genre. While the Tokugawa regime subjected Japan to strict censorship laws, pornography was not considered an important offence and generally met with the censors' approval. Many of these prints displayed a high level a draughtsmanship, and often humour, in their explicit depictions of bedroom scenes, voyeurs, and oversized anatomy. As with depictions of courtesans, these images were closely tied to entertainments of the pleasure quarters. Nearly every ukiyo-e master produced shunga at some point. Records of societal acceptance of shunga are absent, though Timon Screech posits that there were almost certainly some concerns over the matter, and that its level of acceptability has been exaggerated by later collectors, especially in the West.
Scenes from nature have been an important part of Asian art throughout history. Artists have closely studied the correct forms and anatomy of plants and animals, even though depictions of human anatomy remained more fanciful until modern times. Ukiyo-e nature prints are called kachō-e, which translates as "flower-and-bird pictures", though the genre was open to more than just flowers or birds, and the flowers and birds did not necessarily appear together. Hokusai's detailed, precise nature prints are credited with establishing kachō-e as a genre.
The Tenpō Reforms of the 1840s suppressed the depiction of actors and courtesans. Aside from landscapes and kachō-e, artists turned to depictions of historical scenes, such as of ancient warriors or of scenes from legend, literature, and religion. The 11th century Tale of Genji and the 13th-century Tale of the Heike have been sources of artistic inspiration throughout Japanese history, including in ukiyo-e. Well-known warriors and swordsmen such as Miyamoto Musashi (1584–1645) were frequent subjects, as were depictions of monsters, the supernatural, and heroes of Japanese and Chinese mythology.
From the 17th to 19th centuries Japan isolated itself from the rest of the world. Trade, primarily with the Dutch and Chinese, was restricted to the island of Dejima near Nagasaki. Outlandish pictures called Nagasaki-e were sold to tourists of the foreigners and their wares. In the mid-19th century, Yokohama became the primary foreign settlement after 1859, from which Western knowledge proliferated in Japan. Especially from 1858 to 1862, Yokohama-e prints documented, with various levels of fact and fancy, the growing community of world denizens with whom the Japanese were now coming in contact; triptychs of scenes of Westerners and their technology were particularly popular.
Specialized prints included surimono, deluxe, limited-edition prints aimed at connoisseurs, of which a five-line kyōka poem was usually part of the design; and uchiwa-e printed hand fans, which often suffer from having been handled.
## Production
### Paintings
Ukiyo-e artists often made both prints and paintings; some specialized in one or the other. In contrast with previous traditions, ukiyo-e painters favoured bright, sharp colours, and often delineated contours with sumi ink, an effect similar to the linework in prints. Unrestricted by the technical limitations of printing, a wider range of techniques, pigments, and surfaces were available to the painter. Artists painted with pigments made from mineral or organic substances, such as safflower, ground shells, lead, and cinnabar, and later synthetic dyes imported from the West such as Paris green and Prussian blue. Silk or paper kakemono hanging scrolls, makimono handscrolls, or byōbu folding screens were the most common surfaces.
### Print production
Ukiyo-e prints were the works of teams of artisans in several workshops; it was rare for designers to cut their own woodblocks. Labour was divided into four groups: the publisher, who commissioned, promoted, and distributed the prints; the artists, who provided the design image; the woodcarvers, who prepared the woodblocks for printing; and the printers, who made impressions of the woodblocks on paper. Normally only the names of the artist and publisher were credited on the finished print.
Ukiyo-e prints were impressed on hand-made paper manually, rather than by mechanical press as in the West. The artist provided an ink drawing on thin paper, which was pasted to a block of cherry wood and rubbed with oil until the upper layers of paper could be pulled away, leaving a translucent layer of paper that the block-cutter could use as a guide. The block-cutter cut away the non-black areas of the image, leaving raised areas that were inked to leave an impression. The original drawing was destroyed in the process.
Prints were made with blocks face up so the printer could vary pressure for different effects, and watch as paper absorbed the water-based sumi ink, applied quickly in even horizontal strokes. Amongst the printer's tricks were embossing of the image, achieved by pressing an uninked woodblock on the paper to achieve effects, such as the textures of clothing patterns or fishing net. Other effects included burnishing rubbing the paper with agate to brighten colours; varnishing; overprinting; dusting with metal or mica; and sprays to imitate falling snow.
The ukiyo-e print was a commercial art form, and the publisher played an important role. Publishing was highly competitive; over a thousand publishers are known from throughout the period. The number peaked at around 250 in the 1840s and 1850s—200 in Edo alone—and slowly shrank following the opening of Japan until about 40 remained at the opening of the 20th century. The publishers owned the woodblocks and copyrights, and from the late 18th century enforced copyrights through the Picture Book and Print Publishers Guild. Prints that went through several pressings were particularly profitable, as the publisher could reuse the woodblocks without further payment to the artist or woodblock cutter. The woodblocks were also traded or sold to other publishers or pawnshops. Publishers were usually also vendors, and commonly sold each other's wares in their shops. In addition to the artist's seal, publishers marked the prints with their own seals—some a simple logo, others quite elaborate, incorporating an address or other information.
Print designers went through apprenticeship before being granted the right to produce prints of their own that they could sign with their own names. Young designers could be expected to cover part or all of the costs of cutting the woodblocks. As the artists gained fame, publishers usually covered these costs, and artists could demand higher fees.
In pre-modern Japan, people could go by numerous names throughout their lives, their childhood yōmyō personal name different from their zokumyō name as an adult. An artist's name consisted of a gasei—an artist surname—followed by an azana personal art name. The gasei was most frequently taken from the school the artist belonged to, such as Utagawa or Torii, and the azana normally took a Chinese character from the master's art name—for example, many students of Toyokuni (豊国) took the "kuni" (国) from his name, including Kunisada (国貞) and Kuniyoshi (国芳). The names artists signed to their works can be a source of confusion as they sometimes changed names through their careers; Hokusai was an extreme case, using over a hundred names throughout his 70-year career.
The prints were mass-marketed, and by the mid-19th century, the total circulation of a print could run into the thousands. Retailers and travelling sellers promoted them at prices affordable to prosperous townspeople. In some cases, the prints advertised kimono designs by the print artist. From the second half of the 17th century, prints were frequently marketed as part of a series, each print stamped with the series name and the print's number in that series. This proved a successful marketing technique, as collectors bought each new print in the series to keep their collections complete. By the 19th century, series such as Hiroshige's Fifty-three Stations of the Tōkaidō ran to dozens of prints.
#### Colour print production
While colour printing in Japan dates to the 1640s, early ukiyo-e prints used only black ink. Colour was sometimes added by hand, using a red lead ink in tan-e prints, or later in a pink safflower ink in beni-e prints. Colour printing arrived in books in the 1720s and in single-sheet prints in the 1740s, with a different block and printing for each colour. Early colours were limited to pink and green; techniques expanded over the following two decades to allow up to five colours. The mid-1760s brought full-colour nishiki-e prints made from ten or more woodblocks. To keep the blocks for each colour aligned correctly, registration marks called kentō were placed on one corner and an adjacent side.
Printers first used natural colour dyes made from mineral or vegetable sources. The dyes had a translucent quality that allowed a variety of colours to be mixed from primary red, blue, and yellow pigments. In the 18th century, Prussian blue became popular, and was particularly prominent in the landscapes of Hokusai and Hiroshige, as was bokashi, where the printer produced gradations of colour or blended one colour into another. Cheaper and more consistent synthetic aniline dyes arrived from the West in 1864. The colours were harsher and brighter than traditional pigments. The Meiji government promoted their use as part of broader policies of Westernization.
## Criticism and historiography
Contemporary records of ukiyo-e artists are rare. The most significant is the Ukiyo-e Ruikō ("Various Thoughts on ukiyo-e"), a collection of commentaries and artist biographies. Ōta Nanpo compiled the first, no-longer-extant version around 1790. The work did not see print during the Edo era, but circulated in hand-copied editions that were subject to numerous additions and alterations; over 120 variants of the Ukiyo-e Ruikō are known.
Before World War II, the predominant view of ukiyo-e stressed the centrality of prints; this viewpoint ascribes ukiyo-e's founding to Moronobu. Following the war, thinking turned to the importance of ukiyo-e painting and making direct connections with 17th century Yamato-e paintings; this viewpoint sees Matabei as the genre's originator, and is especially favoured in Japan. This view had become widespread among Japanese researchers by the 1930s, but the militaristic government of the time suppressed it, wanting to emphasize a division between the Yamato-e scroll paintings associated with the court, and the prints associated with the sometimes anti-authoritarian merchant class.
The earliest comprehensive historical and critical works on ukiyo-e came from the West. Ernest Fenollosa was Professor of Philosophy at the Imperial University in Tokyo from 1878, and was Commissioner of Fine Arts to the Japanese government from 1886. His Masters of Ukioye of 1896 was the first comprehensive overview and set the stage for most later works with an approach to the history in terms of epochs: beginning with Matabei in a primitive age, it evolved towards a late-18th century golden age that began to decline with the advent of Utamaro, and had a brief revival with Hokusai and Hiroshige's landscapes in the 1830s. Laurence Binyon, the Keeper of Oriental Prints and Drawings at the British Museum, wrote an account in Painting in the Far East in 1908 that was similar to Fenollosa's, but placed Utamaro and Sharaku amongst the masters. Arthur Davison Ficke built on the works of Fenollosa and Binyon with a more comprehensive Chats on Japanese Prints in 1915. James A. Michener's The Floating World in 1954 broadly followed the chronologies of the earlier works, while dropping classifications into periods and recognizing the earlier artists not as primitives but as accomplished masters emerging from earlier painting traditions. For Michener and his sometime collaborator Richard Lane, ukiyo-e began with Moronobu rather than Matabei. Lane's Masters of the Japanese Print of 1962 maintained the approach of period divisions while placing ukiyo-e firmly within the genealogy of Japanese art. The book acknowledges artists such as Yoshitoshi and Kiyochika as late masters.
's Traditional Woodblock Prints of Japan of 1964 placed ukiyo-e artists in three periods: the first was a primitive period that included Harunobu, followed by a golden age of Kiyonaga, Utamaro, and Sharaku, and then a closing period of decline following the declaration beginning in the 1790s of strict sumptuary laws that dictated what could be depicted in artworks. The book nevertheless recognizes a larger number of masters from throughout this last period than earlier works had, and viewed ukiyo-e painting as a revival of Yamato-e painting. further refined Takahashi's analysis by identifying the decline as coinciding with the desperate attempts of the shogunate to hold on to power through the passing of draconian laws as its hold on the country continued to break down, culminating in the Meiji Restoration in 1868.
Ukiyo-e scholarship has tended to focus on the cataloguing of artists, an approach that lacks the rigour and originality that has come to be applied to art analysis in other areas. Such catalogues are numerous, but tend overwhelmingly to concentrate on a group of recognized geniuses. Little original research has been added to the early, foundational evaluations of ukiyo-e and its artists, especially with regard to relatively minor artists. While the commercial nature of ukiyo-e has always been acknowledged, evaluation of artists and their works has rested on the aesthetic preferences of connoisseurs and paid little heed to contemporary commercial success.
Standards for inclusion in the ukiyo-e canon rapidly evolved in the early literature. Utamaro was particularly contentious, seen by Fenollosa and others as a degenerate symbol of ukiyo-e's decline; Utamaro has since gained general acceptance as one of the form's greatest masters. Artists of the 19th century such as Yoshitoshi were ignored or marginalized, attracting scholarly attention only towards the end of the 20th century. Works on late-era Utagawa artists such as Kunisada and Kuniyoshi have revived some of the contemporary esteem these artists enjoyed. Many late works examine the social or other conditions behind the art, and are unconcerned with valuations that would place it in a period of decline.
Novelist Jun'ichirō Tanizaki was critical of the superior attitude of Westerners who claimed a higher aestheticism in purporting to have discovered ukiyo-e. He maintained that ukiyo-e was merely the easiest form of Japanese art to understand from the perspective of Westerners' values, and that Japanese of all social strata enjoyed ukiyo-e, but that Confucian morals of the time kept them from freely discussing it, social mores that were violated by the West's flaunting of the discovery.
Since the dawn of the 20th century historians of manga—Japanese comics and cartooning—have developed narratives connecting the art form to pre-20th century Japanese art. Particular emphasis falls on the Hokusai Manga'' as a precursor, though Hokusai's book is not narrative, nor does the term "manga" originate with Hokusai. In English and other languages, the word "manga" is used in the restrictive sense of "Japanese comics" or "Japanese-style comics", while in Japanese it indicates all forms of comics, cartooning, and caricature.
## Collection and preservation
The ruling classes strictly limited the space permitted for the homes of the lower social classes; the relatively small size of ukiyo-e works was ideal for hanging in these homes. Little record of the patrons of ukiyo-e paintings has survived. They sold for considerably higher prices than prints—up to many thousands of times more, and thus must have been purchased by the wealthy, likely merchants and perhaps some from the samurai class. Late-era prints are the most numerous extant examples, as they were produced in the greatest quantities in the 19th century, and the older a print is the less chance it had of surviving. Ukiyo-e was largely associated with Edo, and visitors to Edo often bought what they called azuma-e as souvenirs. Shops that sold them might specialize in products such as hand-held fans, or offer a diverse selection.
The ukiyo-e print market was highly diversified as it sold to a heterogeneous public, from dayworkers to wealthy merchants. Little concrete information is known about production and consumption habits. Detailed records in Edo were kept of a wide variety of courtesans, actors, and sumo wrestlers, but no such records pertaining to ukiyo-e remain—or perhaps ever existed. Determining what is understood about the demographics of ukiyo-e consumption has required indirect means.
Determining at what prices prints sold is a challenge for experts, as records of hard figures are scanty and there was great variety in the production quality, size, supply and demand, and methods, which went through changes such as the introduction of full-colour printing. How expensive prices can be considered is also difficult to determine as social and economic conditions were in flux throughout the period. In the 19th century, records survive of prints selling from as low as 16 mon to 100 mon for deluxe editions. Jun'ichi Ōkubo suggests that prices in the 1920s and 1930s of mon were likely common for standard prints. As a loose comparison, a bowl of soba noodles in the early 19th century typically sold for 16 mon.
The dyes in ukiyo-e prints are susceptible to fading when exposed even to low levels of light; this makes long-term display undesirable. The paper they are printed on deteriorates when it comes in contact with acidic materials, so storage boxes, folders, and mounts must be of neutral pH or alkaline. Prints should be regularly inspected for problems needing treatment, and stored at a relative humidity of 70% or less to prevent fungal discolourations.
The paper and pigments in ukiyo-e paintings are sensitive to light and seasonal changes in humidity. Mounts must be flexible, as the sheets can tear under sharp changes in humidity. In the Edo era, the sheets were mounted on long-fibred paper and preserved scrolled up in plain paulownia wood boxes placed in another lacquer wooden box. In museum settings, display times are heavily limited to prevent deterioration from exposure to light and environmental pollution, and care is taken in the unrolling and rerolling of scrolls, with scrolling causing concavities in the paper, and the unrolling and rerolling of the scrolls causing creasing. The humidity levels that scrolls are kept in are generally between 50 percent and 60 percent, as scrolls kept in too dry an atmosphere become brittle.
Because ukiyo-e prints were mass-produced, collecting them presents considerations different from the collecting of paintings. There is wide variation in the condition, rarity, cost, and quality of extant prints. Prints may have stains, foxing, wormholes, tears, creases, or dogmarks, the colours may have faded, or they may have been retouched. Carvers may have altered the colours or composition of prints that went through multiple editions. When cut after printing, the paper may have been trimmed within the margin. Values of prints depend on a variety of factors, including the artist's reputation, print condition, rarity, and whether it is an original pressing—even high-quality later printings will fetch a fraction of the valuation of an original.
Ukiyo-e prints often went through multiple editions, sometimes with changes made to the blocks in later editions. Editions made from recut woodblocks also circulate, such as legitimate later reproductions, as well as pirate editions and other fakes. Takamizawa Enji (1870–1927), a producer of ukiyo-e reproductions, developed a method of recutting woodblocks to print fresh colour on faded originals, over which he used tobacco ash to make the fresh ink seem aged. These refreshed prints he resold as original printings. Amongst the defrauded collectors was American architect Frank Lloyd Wright, who brought 1500 Takamizawa prints with him from Japan to the US, some of which he had sold before the truth was discovered.
Ukiyo-e artists are referred to in the Japanese style, the surname preceding the personal name, and well-known artists such as Utamaro and Hokusai by personal name alone. Dealers normally refer to ukiyo-e prints by the names of the standard sizes, most commonly the 34.5-by-22.5-centimetre (13.6 in × 8.9 in) aiban, the 22.5-by-19-centimetre (8.9 in × 7.5 in) chūban, and the 38-by-23-centimetre (15.0 in × 9.1 in) ōban—precise sizes vary, and paper was often trimmed after printing.
Many of the largest high-quality collections of ukiyo-e lie outside Japan. Examples entered the collection of the National Library of France in the first half of the 19th century. The British Museum began a collection in 1860 that by the late 20th century numbered 70000 items. The largest, surpassing 100000 items, resides in the Museum of Fine Arts, Boston, begun when Ernest Fenollosa donated his collection in 1912. The first exhibition in Japan of ukiyo-e prints was likely one presented by Kōjirō Matsukata in 1925, who amassed his collection in Paris during World War I and later donated it to the National Museum of Modern Art, Tokyo. The largest collection of ukiyo-e in Japan is the 100000 pieces in the Japan Ukiyo-e Museum in the city of Matsumoto.
## See also
- List of ukiyo-e terms
- Schools of ukiyo-e artists
- Ukiyo-e Ōta Memorial Museum of Art
- Ukiyo-e Society of America
- Some Japanese woodblock print books on Internet Archive |
21,642,897 | Oviri | 1,170,165,655 | 1894 ceramic sculpture by Paul Gauguin | [
"1894 sculptures",
"Ceramic sculptures",
"Nude art",
"Paul Gauguin",
"Sculptures in the Musée d'Orsay",
"Sculptures of goddesses"
]
| Oviri (Tahitian for savage or wild) is an 1894 ceramic sculpture by the French artist Paul Gauguin. In Tahitian mythology, Oviri was the goddess of mourning and is shown with long pale hair and wild eyes, smothering a wolf with her feet while clutching a cub in her arms. Art historians have presented multiple interpretations—usually that Gauguin intended it as an epithet to reinforce his self-image as a "civilised savage". Tahitian goddesses of her era had passed from folk memory by 1894, yet Gauguin romanticises the island's past as he reaches towards more ancient sources, including an Assyrian relief of a "master of animals" type, and Majapahit mummies. Other possible influences include preserved skulls from the Marquesas Islands, figures found at Borobudur, and a 9th-century Mahayana Buddhist temple in central Java.
Gauguin made three casts, each in partially glazed stoneware, and while several copies exist in plaster or bronze, the original cast is in the Musée d'Orsay. His sales of the casts were not successful, and at a low financial and personal ebb he asked for one to be placed on his grave. There are only three other surviving comments of his on the figure: he described the figure as a strange and cruel enigma on an 1895 presentation mount of two impressions of a woodcut of Oviri for Stéphane Mallarmé; he referred to it as La Tueuse ("The Murderess") in an 1897 letter to Ambroise Vollard; and he appended an inscription referencing Honoré de Balzac's novel Séraphîta in a c. 1899 drawing. Oviri was exhibited at the 1906 Salon d'Automne (no. 57) where it influenced Pablo Picasso, who based one of the figures in Les Demoiselles d'Avignon on it.
## Background
Gauguin was foremost a painter; he came to ceramics around 1886, when he was taught by the French sculptor and ceramist Ernest Chaplet. They had been introduced by Félix Bracquemond who, inspired by the new French art pottery, was experimenting with the form. During that winter of 1886–87, Gauguin visited Chaplet's workshop at Vaugirard, where they collaborated on stoneware pots with applied figures or ornamental fragments and multiple handles.
Gauguin first visited Tahiti in 1891 and, attracted by the beauty of Tahitian women, undertook a set of sculptural mask-like portraits on paper. They evoke both melancholy and death, and conjure the state of faaturuma (brooding or melancholy); imagery and moods later used in the Oviri ceramic. Gauguin's first wood carvings in Tahiti were with a guava wood that quickly crumbled and have not survived.
He completed Oviri in the winter of 1894, during his return from Tahiti, and submitted it to the Société Nationale des Beaux-Arts 1895 salon opening in April the following year. There are two versions of what ensued: Charles Morice [fr] claimed in 1920 that Gauguin was "literally expelled" from the exhibition; in 1937 Ambroise Vollard wrote that the piece was admitted only when Chaplet threatened to withdraw his own works in protest. According to Bengt Danielsson, Gauguin was keen to increase his public exposure and availed of this opportunity by writing an outraged letter to Le Soir, bemoaning the state of modern ceramics.
At the outset of 1897, Vollard addressed a letter to Gauguin about the possibility of casting his sculptures in bronze. Gauguin's response centred on Oviri:
> I believe that my large statue in ceramic, the Tueuse ("The Murderess"), is an exceptional piece such as no ceramist has made until now and that, in addition, it would look very well cast in bronze (without retouching and without patina). In this way the buyer would not only have the ceramic piece itself, but also a bronze edition with which to make money.
Art historian Christopher Gray mentions three plaster casts, the fissured surfaces of which suggest that they were taken from a prior undocumented wood carving no longer extant. One was given to Daniel Monfreid and now belongs to the Musée départemental Maurice Denis "The Priory" in Saint-Germain-en-Laye. Another version in plaster, with the surface finish of wood, was kept by Gustave Fayet, and subsequently formed part of the collection of his son, Léon. The third version was kept by the artist who made the casts. A number of bronzes were produced, including the version placed on Gauguin's grave at Atuona, cast by the Fondation Singer-Polignac [fr] and erected 29 March 1973.
## Description and sources
Oviri has long blonde or grey hair reaching to her knees. Her head and eyes are disproportionately large, while the aperture at the back of her head resembles a vaginal orifice. She holds a wolf cub to her hip, a symbol of her indifference and wild power. It is not clear whether Oviri is smothering or hugging the cub, but her pose invokes ideas of sacrifice, infanticide and the archetype of the vengeful mother, influenced by Eugène Delacroix's 1838 painting, Medea About to Kill Her Children. A second animal, likely another wolf, is at her feet either curling in submission or dead. Art historians including Sue Taylor suggest the second animal may represent Gauguin.
The association between the woman and a wolf stems from a remark Edgar Degas made defending Gauguin's work at the poorly received 1893 Durand-Ruel exhibition, when Degas quoted La Fontaine's fable The Dog and the Wolf, which is usually taken as implying that freedom should not be exchanged for comfort or financial gain: "You see, Gauguin is the wolf." In Oviri, the mature wolf, the European Gauguin, perishes while the whelp, the Gauguin of Tahiti, survives.
The Tahitian myths had largely disappeared by Gauguin's time (he based his own accounts on other sources without acknowledgement), as had most artefacts associated with that culture. His representation of Oviri is largely a work of imagination, informed by a collection of what he described as his "little world of friends" and which he took with him to Tahiti on his first visit. These included Odilon Redon's lithograph La Mort, photographs of subjects such as a temple frieze at Borobudur, Java, and an Egyptian fresco from an 18th dynasty tomb at Thebes. Other sources that have been suggested include an Assyrian relief of Gilgamesh clutching a lion cub now in the Louvre, and a Majapahit terracotta figure from the Djakarta museum.
Oviri's head seems based on mummified skulls of chieftains in the Marquesas Islands, whose eye sockets were traditionally encrusted with mother-of-pearl and worshiped as divine. Elements of her body may draw from Borobudur images of fecundity. Thus life and death were evoked in the same image. In a letter to Mallarmé trying to raise a public subscription to purchase the work, Morice titled the sculpture Diane Chasseresse ("Diana the Huntress"), an allusion to the ancient Greek goddess Diana of the hunt, moon and childbirth. He made the same reference in his poems on Oviri. Barbara Landy interprets the life and death theme as indicating Gauguin's need to abandon his civilised ego in a return to the natural state of the primitive savage. The work is related to the 1889 ceramic Black Venus, which shows a woman kneeling over a severed head resembling the artist.
Nancy Mowll Mathews believes the creatures in her arms and at her feet are actually foxes, animals Gauguin had used in his 1889 wood carving Be in Love, You Will Be Happy and in his 1891 Pont-Aven oil painting The Loss of Virginity. In an 1889 letter to Émile Bernard, he described the Soyez amoureuses fox as an "Indian symbol of perversity". There is a long tradition in Asian folklore of foxes having the power to transform into women (for example in Japanese Yōkai or Kitsune folklore).
Gauguin depicts the Oviri figure in at least one drawing, two watercolour transfer monotypes and two woodcuts. It is possible that the woodcuts were created in Pont-Aven in the summer of 1894; before the ceramic. The last to appear is probably the drawing in what is apparently the first issue of Gauguin's Papeete broadsheet Le Sourire "(The Smile: A Serious Newspaper)" published between August 1899 and April 1900. It was accompanied by the inscription "Et le monstre, entraînant sa créature, féconde de sa semence des flancs généreux pour engendrer Séraphitus-Séraphita" (And the monster, embracing its creation, filled her generous womb with seed and fathered Séraphitus-Séraphita). Séraphitus-Séraphita is an allusion to Honoré de Balzac's novel Séraphîta which features an androgynous hero. In this first issue of Le Sourire, he reviewed a local Maohi author's play by that dealt with incest (among other themes), and invokes 'Séraphitus-Séraphita'. The review congratulated the play's "savage author" and ended with a plea for women's liberation through the abolition of marriage. The accompanying drawing is distinctly androgynous.
## Interpretation
Art historians have put forward various theories as to the seeming multiplicity of meanings inherent in Gauguin's representation. Most obviously the figure invokes Tahitian legend and themes of death and superstition. It reflects the artist's view of female sexuality; a common motif in 19th century art was the connection between long, wild hair and evil femininity. Related is the delight Gauguin took from its alternative title "savage" and the implications of a brutal, bloodthirsty deity, which seems to refer as much to himself as the goddess.
### Tahiti deity
Gauguin's figure invokes the Polynesian goddess Hina, depicted by Morice as a Diana-like deity clutching a wolf cub, "monstrous and majestic, drunk with pride, rage and sorrow". He titled an 1894 self-portrait in plaster as Oviri. The original is lost but a number of bronze casts survive. He used double mirrors to capture his familiar Inca profile, the result reprising his Jug in the Form of a Head, Self-Portrait. This was one of the earliest occasions Gauguin applied the term Oviri to himself. "Gauguin sometimes also referred to himself as Oviri, the savage ...", writes Merete Bodelsen [da]. The Stuttgart version of his 1892 oil painting E haere oe i hia (Where Are You Going?) depicts a woman clutching a wolf cub. Pollitt remarks that this stocky, sculptural and androgynous figure gives a first glimpse of Oviri.
Oviri was the title of a favourite Tahitian song—a melancholy tune of love and longing that mentions the subject's "savage, restless heart". It recounts the love between two women for each other, both of whom have grown silent and cold. Gauguin translated the verse in his series of romanticised journal Noa Noa (Tahitian for "fragrance", a written project he undertook to examine his Tahitian experience, which he accompanied with a series of ten woodcuts); the only one of his songs reprinted in the Tahitian newspaper La Guêpes when he became editor. Danielsson believes the song echoes Gauguin's dual attachment to his Danish wife Mette and his then vahine (Tahitian for "woman") Teha'amana, his young native wife and the focal point of Noa Noa.
Noa Noa contains an account of a journey into the mountains with a young man whom he eventually understands as sexless, leading him to meditate on the "androgynous side of the savage" in his manuscript. Ben Pollitt notes that in Tahitian culture the craftsman/artist, neither warrior/hunter nor homemaker/carer, was conceived androgynously, an ambiguous gender position that appealed to Gauguin's subversive nature. Taylor believes Morice may have been describing Gauguin in his 1897 poem Shining Hina of the Woods as part of two long extracts from their collaboration on Noa Noa. Gray views the sculpture as representing "the expression of Gauguin's profound disillusionment and discouragement".
Noa Noa is part of Gauguin's documentation of his experiences as a colonial visitor to Tahiti in 1891–1893. He first used the term "Noa Noa" to describe the scent of Tahitian women: "A mingled perfume, half animal, half vegetable emanated from them; the perfume of their blood and of the gardenia taitensis, which they wore in their hair". On his return to Paris in 1893, Gauguin was apprehensive about exhibiting his Tahitian works. Noa Noa was to provide the context necessary for the public to comprehend the new motifs presented at his Durand-Ruel exhibition. It was not completed in time for the opening of the exhibition.
### Self portrait
Gauguin asked that Oviri be placed on his grave, which seems to indicate that he saw the figure as his alter ego. According to Mathews, he saw the fox as changeable in its gender as he was, and thus symbolic of dangerous sexuality. A number of sources indicate that Gauguin was suffering a syphilitic rash that prevented him from travelling to Tahiti for several months. She suggests the orifice is a pars pro toto for the woman who infected him.
The anthropologist Paul van der Grijp [nl] believes Oviri was intended as an epithet to reinforce Gauguin's persona as a "civilised savage". In his final letter to Morice, the artist wrote that "You were wrong that day when you said I was wrong to say I was a savage. It's true enough: I am a savage. And civilised people sense the fact. In my work there is nothing that can surprise or disconcert, except the fact that I am a savage in spite of myself. That's also why my work is inimitable."
## Reception and influence
Whether or not the sculpture was to be exhibited at the Salon de la Nationale, it was scheduled for the café proprietor Lévy at 57 rue Saint-Lazare, with whom Gauguin had concluded an agreement to represent him before his last departure for Tahiti. It failed to sell, and Charles Morice was unable to raise public money to acquire it for the nation. Gauguin had thought his only likely interested patron would be Gustave Fayet, who did eventually buy it for 1,500 francs, but in 1905, after Gauguin's death.
Gauguin was celebrated by the Parisian avant-garde after the posthumous retrospective exhibitions at the Salon d'Automne in 1903 and 1906. The power evoked by his work led directly to Les Demoiselles d'Avignon in 1907. According to David Sweetman, Picasso became an aficionado of Gauguin in 1902 when he befriended the expatriate Spanish sculptor and ceramist Paco Durrio in Paris. Durrio was a friend of Gauguin and held several of his works in an attempt to help his poverty-stricken friend in Tahiti by promoting his oeuvre in Paris.
Art historian John Richardson writes:
> The 1906 exhibition of Gauguin's work left Picasso more than ever in this artist's thrall. Gauguin demonstrated the most disparate types of art—not to speak of elements from metaphysics, ethnology, symbolism, the Bible, classical myths, and much else besides—could be combined into a synthesis that was of its time yet timeless. An artist could also confound conventional notions of beauty, he demonstrated, by harnessing his demons to the dark gods (not necessarily Tahitian ones) and tapping a new source of divine energy.
Both Sweetman and Richardson point to the Gauguin Oviri as a major influence. First exhibited in the 1906 Salon d'Automne retrospective, it was probably a direct influence on Les Demoiselles. David Sweetman writes, "Gauguin's statue Oviri, which was prominently displayed in 1906, was to stimulate Picasso's interest in both sculpture and ceramics, while the woodcuts would reinforce his interest in printmaking, though it was the element of the primitive in all of them which most conditioned the direction that Picasso's art would take. This interest would culminate in the seminal Les Demoiselles d'Avignon."
In 2006, a bronze version of Oviri sold at Christie's New York for US\$251,200.
## Recent exhibitions |
468,671 | Battle of Drepana | 1,172,402,540 | Carthaginian naval victory in 249 BCE, part of the First Punic War | [
"240s BC conflicts",
"249 BC",
"Battles in Sicily",
"Naval battles of the First Punic War",
"Trapani"
]
| The naval Battle of Drepana (or Drepanum) took place in 249 BC during the First Punic War near Drepana (modern Trapani) in western Sicily, between a Carthaginian fleet under Adherbal and a Roman fleet commanded by Publius Claudius Pulcher.
Pulcher was blockading the Carthaginian stronghold of Lilybaeum (modern Marsala) when he decided to attack their fleet, which was in the harbour of the nearby city of Drepana. The Roman fleet sailed by night to carry out a surprise attack but became scattered in the dark. Adherbal was able to lead his fleet out to sea before it was trapped in harbour; having gained sea room in which to manoeuvre he then counter-attacked. The Romans were pinned against the shore, and after a day of fighting were heavily defeated by the more manoeuvrable Carthaginian ships with their better-trained crews. It was Carthage's greatest naval victory of the war; they turned to the maritime offensive after Drepana and all but swept the Romans from the sea. It was seven years before Rome again attempted to field a substantial fleet, while Carthage put most of its ships into reserve to save money and free up manpower.
## Background
### Operations in Sicily
In 264 BC the states of Carthage and Rome went to war, starting the First Punic War. Carthage was a well-established maritime power in the western Mediterranean; Rome had recently unified mainland Italy south of the River Arno under its control. Rome's expansion into southern Italy probably made it inevitable that it would eventually clash with Carthage over Sicily on some pretext. The immediate cause of the war was the issue of control of the Sicilian town of Messana (modern Messina).
By 241 BC the war had lasted 15 years, with many changes of fortune. It had developed into a struggle in which the Romans were attempting to defeat the Carthaginians decisively and, at a minimum, control the whole of Sicily. The Carthaginians were engaging in their traditional policy of waiting for their opponents to wear themselves out, in the expectation of then regaining some or all of their possessions and negotiating a mutually satisfactory peace treaty. In 260 BC the Romans built a large fleet and over the following ten years defeated the Carthaginians in a succession of naval battles. The Romans also slowly gained control of most of Sicily, including the major cities of Akragas (modern Agrigento; Agrigentum in Latin; captured in 262 BC) and Panormus (modern Palermo; captured in 254 BC).
### Ships
During this war the standard warship was the quinquereme, meaning "five-oared". The quinquereme was a galley, c. 45 metres (150 ft) long, c. 5 metres (16 ft) wide at water level, with its deck standing c. 3 metres (10 ft) above the sea, and displacing around 100 long tons (110 short tons; 100 tonnes). The galley expert John Coates suggests they could maintain 7 knots (8.1 mph; 13 km/h) for extended periods. The modern replica galley Olympias has achieved speeds of 8.5 knots (9.8 mph; 15.7 km/h) and cruised at 4 knots (4.6 mph; 7.4 km/h) for hours on end.
Vessels were built as cataphract, or "protected", ships – that is, fully decked over – so as to be better able to carry marines and catapults. They had a separate "oar box" attached to the main hull which contained the rowers. These features allowed the hull to be strengthened, increased carrying capacity and improved conditions for the rowers. The generally accepted theory regarding the arrangement of oarsmen in quinqueremes is that there would be sets – or files – of three oars, one above the other, with two oarsmen on each of the two uppermost oars and one on the lower, for a total of five oarsmen per file. This would be repeated down the side of a galley for a total of 28 files on each side; 168 oars in total.
In 260 BC the Romans set out to construct a fleet and used a shipwrecked Carthaginian quinquereme as a blueprint for their own. As novice shipwrights, the Romans built copies that were heavier than the Carthaginian vessels, which made them slower and less manoeuvrable. The quinquereme was the workhorse of the Roman and Carthaginian fleets throughout the Punic Wars, although hexaremes (six oarsmen per bank), quadriremes (four oarsmen per bank) and triremes (three oarsmen per bank) are also occasionally mentioned. So ubiquitous was the type that Polybius uses it as a shorthand for "warship" in general. A quinquereme carried a crew of 300, of which 280 were oarsmen and 20 deck crew and officers; it would normally also carry a complement of 40 marines, and if battle was thought to be imminent, this would be increased to as many as 120.
Getting the oarsmen to row as a unit, as well as execute more complex battle manoeuvres, required long and arduous training. At least half of the oarsmen would need to have had some experience if the ship was to be handled effectively. As a result, the Romans were initially at a disadvantage against the more experienced Carthaginians. To counter Carthaginian superiority, the Romans introduced the corvus, a bridge 1.2 metres (4 ft) wide and 11 metres (36 ft) long, with a heavy spike on the underside, which was designed to pierce and anchor into an enemy ship's deck. This allowed Roman legionaries acting as marines to board enemy ships and capture them, rather than employing the previously traditional tactic of ramming. All warships were equipped with a ram, a triple set of 60-centimetre-wide (2 ft) bronze blades weighing up to 270 kilograms (600 lb) positioned at the waterline. They were made individually by the lost-wax method to fit immovably to a galley's prow and secured with bronze spikes.
In the century prior to the Punic Wars, boarding had become increasingly common and ramming had declined, as the larger and heavier vessels adopted in this period lacked the speed and manoeuvrability necessary to ram, while their sturdier construction reduced the ram's effect even in the case of a successful attack. The Roman adaptation of the corvus was a continuation of this trend and compensated for their initial disadvantage in ship manoeuvring skills. The added weight in the prow compromised the ship's manoeuvrability, and in rough sea conditions the corvus became useless. In 255 BC the Roman fleet was devastated by a storm while returning from Africa, with 384 ships sunk from a total of 464 and 100,000 men lost. It is possible that the presence of the corvus made the Roman ships unusually unseaworthy and there is no record of them being used after this disaster.
## Prelude
Largely because of the Romans' use of the corvus, the Carthaginians were defeated in large naval battles at Mylae (260 BC), Sulci (257 BC), Ecnomus (256 BC) and Cape Hermaeum (255 BC). During 252 and 251 BC the Roman army avoided battle, according to Polybius because they feared the war elephants which the Carthaginians had shipped to Sicily. In 250 BC the Carthaginians attempted to recapture Panormus, but were defeated, losing most of their elephants. Contemporary accounts do not report either side's other losses, and modern historians consider later claims of 20,000–30,000 Carthaginian casualties improbable.
Encouraged by their victory at Panormus, the Romans moved against Lilybaeum – which was the main Carthaginian base on Sicily. A large army commanded by the year's consuls Publius Claudius Pulcher and Lucius Junius Pullus besieged the city. They had rebuilt their fleet, and 200 ships blockaded the harbour. Early in the blockade, 50 Carthaginian quinqueremes gathered off the Aegates Islands, which lie 15–40 kilometres (9–25 mi) to the west of Sicily. Once there was a strong west wind, they sailed into Lilybaeum before the Romans could react. They unloaded reinforcements – either 10,000 or 4,000 according to different ancient sources – and a large quantity of supplies. They evaded the Romans by leaving at night, evacuating the Carthaginian cavalry.
The Romans sealed off the landward approach to Lilybaeum with earth and timber camps and walls. They made repeated attempts to block the harbour entrance with a heavy timber boom, but due to the prevailing sea conditions they were unsuccessful. The Carthaginian garrison was kept supplied by blockade runners. These were light and manoeuvrable quinqueremes with highly trained crews and pilots who knew the shoals and currents of the difficult waters. Chief among the blockade runners was a galley captained by Hannibal the Rhodian, who taunted the Romans with the superiority of his vessel and crew. Eventually, the Romans captured Hannibal and his well-constructed galley.
In 250 BC an additional 10,000 oarsmen were allocated to the Roman fleet. Pulcher, the senior consul, supported by a council of war, believed these gave him sufficient advantage to risk an attack on the Carthaginian fleet at Drepana, 25 kilometres (16 mi) north of Lilybaeum along the west coast of Sicily. The Roman fleet sailed on a moonless night to avoid detection and ensure surprise. The Romans had a tradition of divining the likely fortune of a military endeavour by observing the actions of the sacred chickens. In the early morning they would be offered food: if they ate eagerly, the omens were good; if they refused it, the action was ill-fated. When the solemn ceremony was performed on the way to Drepana, the chickens declined to eat. Infuriated, Pulcher pitched them overboard, exclaiming that if they were not hungry, then perhaps they were thirsty. Polybius does not mention this, which has caused some modern historians to doubt its veracity. T. P. Wiseman even thought that the whole episode was an invention from a hostile annalist to harm the reputation of the Claudii.
## Battle
By dawn the Romans were close to Drepana but were experiencing problems. In the dark it had proved difficult to keep station. This was exacerbated by the recent incorporation of the 10,000 new oarsmen, who were not trained nor experienced at working with the existing crews. As a result, morning found the Roman ships spread out in a long, disorganised line. Pulcher's ship was towards the rear, possibly so he could discourage straggling. The Carthaginian commander, Adherbal, was taken completely by surprise when his lookouts reported the approach of the Romans. However, his ships were ready for sea, and he immediately ordered them to take on board the garrison as marines, and to follow him out to sea. The Roman fleet consisted of more than 120 ships; some sources give as many as 200. The Carthaginians had between 100 and 130 vessels. All of the warships, on both sides, were carrying full complements of marines.
The more advanced of the Roman ships had reached the mouth of the harbour and were in a position to attempt to block it. However, Pulcher, seeing that surprise was lost, ordered them to fall back and concentrate in battle formation. This order took some time to transmit and resulted in some ships responding to it and turning into the paths of others still pressing forward and fouling them. So poor was the Roman seamanship that several ships collided, or sheared the oars off friendly vessels. Meanwhile, Adherbal led his fleet past the confused Roman vanguard and continued west, passing between the city and two small islands to reach the open sea. Here they had room to manoeuvre and headed south, forming a line of battle that was parallel to the Romans. The Carthaginians managed to get five ships south of Pulcher's flagship, echeloned towards the shore, and so cut off the entire Roman fleet from its line of retreat to Lilybaeum.
The Romans, meanwhile, had formed up in a line facing west, with the shore behind them, which prevented them from being outflanked. The Carthaginians attacked, and the weakness of Pulcher's dispositions became apparent. The Carthaginian ships were lighter built and more manoeuvrable, and their crews were more experienced and accustomed to working together. The Romans lacked the corvus to even the fight. On the other hand, the Carthaginians were probably outnumbered. The Carthaginians had the additional advantage that if an individual ship was getting the worse of a melee, it could reverse oars and withdraw; if the Roman vessel followed up, it left both of its flanks vulnerable. The Romans, with the shore close behind them, had no such advantage, and they attempted to stay in a tight formation for mutual protection. The battle was hard-fought and ground on through the day. The quality of the legionaries serving as the Roman marines, and their tight formation, made boarding difficult. But the Carthaginians handily outmanoeuvred the Romans, picking off exposed ships to ram, and steadily gaining more and more of an advantage. Eventually Roman discipline cracked; several ships were intentionally run aground so their crews could flee, and Pulcher led a successful breakout by 30 Roman ships, the only ones to survive the battle.
The result was an utter Roman defeat, with 93 of their ships captured, an unknown number sunk, and 20,000 men killed or captured. It was Carthage's greatest naval victory of the war.
## Aftermath
Shortly after the battle, Adherbal was reinforced by Carthalo with 70 ships. Adherbal brought Carthalo's command up to 100 and sent him to raid Lilybaeum, where he burnt several Roman ships. A little later, he harried a Roman supply convoy of 800 transports, escorted by 120 warships, to such good effect that it was caught by a storm which sank all the vessels except for two. The Carthaginians further exploited their victory by raiding, ineffectively, the coasts of Roman Italy in 248 BC. The absence of Roman fleets then led Carthage to gradually decommission its navy, reducing the financial strain of building, maintaining and repairing ships, and providing and provisioning their crews. They withdrew most of their warships from Sicily, and the war there entered a period of stalemate. It was seven years after Drepana before Rome attempted to build another substantial fleet.
Pulcher was recalled and charged with treason. He was convicted of a lesser charge – sacrilege over the chicken incident – narrowly escaped a death sentence and was exiled. Pulcher's sister, Claudia, became infamous when, obstructed in a street blocked by poorer citizens, she wished aloud that her brother would lose another battle so as to thin the crowd.
The war eventually ended in 241 BC after the Battle of the Aegates, with a Roman victory and an agreed peace. Henceforth Rome was the leading military power in the western Mediterranean and increasingly the Mediterranean region as a whole. The Romans had built over 1,000 galleys during the war; and this experience of building, manning, training, supplying and maintaining such numbers of ships laid the foundation for Rome's maritime dominance for 600 years.
## See also
- Siege of Drepana
## Notes, citations and sources |
4,719,449 | Tropical Storm Bill (2003) | 1,171,671,208 | Atlantic tropical cyclone | [
"2003 Atlantic hurricane season",
"2003 in Mexico",
"2003 natural disasters in the United States",
"Atlantic hurricanes in Mexico",
"Atlantic tropical storms",
"Hurricanes in Alabama",
"Hurricanes in Arkansas",
"Hurricanes in Florida",
"Hurricanes in Georgia (U.S. state)",
"Hurricanes in Louisiana",
"Hurricanes in Mississippi",
"Hurricanes in North Carolina",
"Hurricanes in Tennessee",
"Hurricanes in Texas",
"Tropical cyclones in 2003"
]
| Tropical Storm Bill was a tropical storm that affected the Gulf Coast of the United States in the summer of 2003. The second storm of the 2003 Atlantic hurricane season, Bill developed from a tropical wave on June 29 to the north of the Yucatán Peninsula. It slowly organized as it moved northward, and reached a peak of 60 miles per hour (97 km/h) shortly before making landfall in south-central Louisiana. Bill quickly weakened over land, and as it accelerated to the northeast, moisture from the storm, combined with cold air from an approaching cold front, produced an outbreak of 34 tornadoes. Bill became extratropical on July 2, and was absorbed by the cold front later that day.
Upon making landfall on Louisiana, the storm produced a moderate storm surge, causing tidal flooding. In a city in the northeastern portion of the state, the surge breached a levee, which flooded many homes in the town. Moderate winds combined with wet soil knocked down trees, which then hit a few houses and power lines, and left hundreds of thousands without electric power. Two people drowned from rough surf in Florida. Further inland, tornadoes from the storm produced localized moderate damage. Throughout its path, Tropical Storm Bill caused around \$50 million in damage (2003 USD) and four deaths.
## Meteorological history
A tropical wave developed scattered convection in the central Caribbean Sea on June 24, while interacting with an upper-level low. It moved slowly northwestward, and remained disorganized due to strong upper level wind shear. Late on June 27, the convection became slightly better organized around a broad low pressure area, though land interaction prevented further development as it moved towards the Yucatán Peninsula. The area of low pressure became better defined over the central Yucatán Peninsula, and after the system turned to the northwest, convection quickly organized while located over the warm waters of the Gulf of Mexico. On June 29, following the development of a closed circulation, the system organized into Tropical Depression Three while located about 40 miles (64 km) north of Progreso, Yucatán.
The depression quickly strengthened to become Tropical Storm Bill later on June 29. Operationally, the National Hurricane Center did not begin issuing advisories until it attained tropical storm status. Initially, the system resembled a subtropical cyclone, with the strongest winds and deep convection located far from the center, though it was classified tropical due to its tropical origins. The storm steadily intensified as wind shear decreased, and early forecasts from the National Hurricane Center mentioned the possibility of Bill intensifying to hurricane status if the low level circulation organized beneath the area of deepest convection. Bill turned to the north-northwest, and later to the north, as it moved around the periphery of a ridge of high pressure. On June 30, Tropical Storm Bill reached a peak intensity of 60 miles per hour (97 km/h), one hour before making landfall in southwestern Terrebonne Parish, Louisiana. It moved onshore at peak intensity, and quickly weakened to a depression over land as it accelerated to the northeast. Bill remained a tropical cyclone as it moved through the southeast United States, until it became attached to an approaching cold front on July 2 near the Tennessee–Virginia border. The remnant extratropical storm was absorbed by the cold front on July 3 near central Virginia, while the remnant low pressure area continued northeastward until reaching the Atlantic Ocean later on July 3.
## Preparations
Shortly after the storm formed, the National Hurricane Center issued a tropical storm watch from the southern end of Galveston Island to Morgan City, Louisiana. As a more northward motion occurred, the watch was canceled and replaced with a tropical storm warning from High Island, Texas, to Pascagoula, Mississippi. Shortly before the storm made landfall, the warning was discontinued between High Island and Cameron, Louisiana. The National Hurricane Center briefly issued a hurricane watch from Intracoastal City to Morgan City, but it was discontinued when Tropical Storm Bill failed to strengthen. Prior the storm making landfall, local National Weather Service offices issued flash flood watches and a tornado watch for large portions of the Gulf Coast.
The threat of Tropical Storm Bill caused 41 oil platforms and 11 oil rigs to evacuate. This resulted in a loss of production of over 71 thousand barrels (11,300 m<sup>3</sup>) of oil and 610 million cubic feet (17,000,000 m<sup>3</sup>) of gas.
The American Red Cross mobilized workers and brought food, water, and other supplies to Louisiana prior to the storm's arrival. At the request of Louisiana emergency management officials, the organization opened two shelters for residents in low-lying areas. Several floodgates in New Orleans were closed before the storm made landfall, and many universities and government offices were closed as well. Parishes along the coastline closed summer camps and prepared sand bags, boats, and high-wheeled vehicles. Officials declared a voluntary evacuation for Grand Isle, though few residents heeded the recommendation. Louisiana Governor Mike Foster declared a statewide state of emergency to easily make state resources available, and Mississippi Governor Ronnie Musgrove made a similar declaration for Harrison, Hancock, and Jackson Counties, where shelters were also opened. Officials in Mississippi ordered the evacuation of flood-prone areas in anticipation for a moderate storm surge and above-normal tides.
## Impact
Bill caused four direct deaths along its path, as well as minor to moderate damage. Damage estimates totaled to over \$50 million (2003 USD, \$ 2023 USD), primarily as a result of flooding or tornadic damage. Throughout its path, Bill spawned 34 tornadoes, ranking it fourteenth in the list of North Atlantic hurricanes generating the most tornadoes. The tornado outbreak was caused by wind shear, moist air from the storm, and cool air from an approaching cold front. In spite of the large numbers of tornadoes, most were weak and short-lived. Prior to forming, the storm produced rainfall along coastal areas of Mexico along the Bay of Campeche, peaking at nearly 4 inches (100 mm) in Yucatán, and over 3 inches (76 mm) in Campeche.
### Western Gulf Coast
The outer bands of Bill dropped light rain across southeastern Texas, peaking at 1.07 inches (27 mm) in Jamaica Beach. Sustained winds from the storm remained weak, and peak wind gusts were 20 miles per hour (32 km/h) in eastern Galveston County. Upon making landfall, Bill caused a storm surge of up to 3.81 feet (1.16 m) at Pleasure Pier. Effects in Texas were minimal, limited to minor beach erosion on the Bolivar Peninsula.
A moderate storm surge accompanied Tropical Storm Bill as it made landfall on Louisiana. In the state, the maximum reported surge was 5.8 feet (1.8 m), and it occurred at the Louisiana Universities Marine Consortium facility in Chauvin. In Montegut, the surge breached a levee which was still damaged from the effects of Hurricane Lili 9 months before. The breach flooded many homes in the town, forcing the evacuation of an entire neighborhood. As a result, 150 homes in the town were damaged, with half of them severely. The storm surge affected numerous low-lying cities in southeastern Louisiana by flooding roadways, including the only road to Grand Isle, stranding residents and visitors. The road was opened a day after the storm as floodwaters receded. The floodwaters entered a few homes and businesses in St. Tammany Parish. Damage from the storm surge totaled \$4.1 million (2003 USD). Rough waves sank two boats offshore; their occupants were rescued.
The tornado outbreak associated with the storm began with an F0 in St. Bernard Parish that destroyed a boat house. A short-lived F1 tornado touched down in Reserve, striking a private high school, where it destroyed half of one classroom and damaged several others. Later, the F1 tornado passed through a trailer park and severely damaged or destroyed 20 trailers. One trailer with a woman and three children was lifted into the air and dropped 30 feet (9.1 m) away; four occupants were injured, none of them seriously. Damage from the tornado amounted to \$2 million (2003 USD, \$ 2023 USD). A third tornado, rated an F0, struck Orleans Parish, damaging a car and a portion of a roof.
Winds of 35 to 45 mph (56–72 km/h) were common across southeastern Louisiana, with the highest sustained wind being 53 miles per hour (85 km/h) in Chauvin and a peak gust of 62 miles per hour (100 km/h) on the northern end of the Lake Pontchartrain Causeway. The winds knocked trees and tree branches into power lines, leaving 224,000 residents without power. The storm dropped moderate to heavy amounts of precipitation, peaking at 10.2 inches (260 mm) at a location 6 miles (9.7 km) south of Folsom. The rainfall led to flash flooding, which inundated roads and cars and overwhelmed local drainage capacities. The rainfall also led to overflown rivers and creeks, resulting in flooding along the Tangipahoa River in southern Tangipahoa Parish, and the Bogue Falaya and Tchefuncte River in St. Tammany Parish. The Bogue Falaya River crested at 57 feet (17 m) on July 1, 12 feet (3.7 m) above flood stage, which became a record for the recording station. The flooding damaged several structures and roadways. Less severe river flooding occurred in Washington and Livingston Parishes. In all, damage in Louisiana totaled to \$44 million (2003 USD, \$ 2023 USD).
### Eastern Gulf Coast
Upon making landfall, Bill produced a peak storm surge of 4.99 feet (1.52 m) in Waveland, Mississippi. The storm surge led to beach erosion, damage to piers, and flooded roadways, with damage from the surge amounting to around \$1 million (2003 USD, \$ 2023 USD). The maximum sustained wind from the storm recorded in Mississippi was 43 miles per hour (69 km/h), at the Gulfport-Biloxi International Airport, while the airport and Keesler Air Force Base both reported a peak wind gust of 52 miles per hour (84 km/h). Tropical Storm Bill dropped moderate to heavy rainfall across the state, peaking at 9.49 inches (241 mm) in Van Cleave. The moderate wind gusts, along with the saturated ground, downed trees in several locations. 34 roads in Pike and Walthall Counties were blocked by fallen trees, and two homes were damaged. Additionally, power outages were reported near the coast. The rainfall flooded streets in various portions of the state and led to overflown rivers. An overflown creek in Pearl River County flooded structures and roadways. The outer rainbands of Bill produced a weak tornado that touched down briefly in Waveland, blowing down several trees which resulted in minor damage to roofs. Statewide damage accrued to \$5 million (2003 USD, \$ 2023 USD), primarily from flooding.
As Tropical Storm Bill made landfall on Louisiana, its effects were felt in the Alabama coast as well, as heavy surf and tidal flooding pounded the coastline of the state. High waters closed a road to Dauphin Island and portions of a road along Mobile Bay. Bill dropped over 3 inches (76 mm) of rain across the southern half of Alabama, with isolated locations receiving over 8 inches (200 mm). Due to wet conditions for months preceding the storm, rainfall from Bill led to flash flooding in many counties. The deluge led to overflown rivers and streams, and left several roadways temporarily impassable from high floodwaters. Saturated grounds and wind gusts of 30 to 35 mph (48–56 km/h) downed numerous trees. Many downed trees landed on power lines, which caused power outages for around 19,000 people. One downed tree destroyed a car, and another damaged a roof of a house. In Lee County, a man was required to be rescued after driving through high flood waters. Roadway flooding resulted in a few minor traffic accidents. Also, the outer bands of the storm spawned an F1 tornado in Crenshaw County. Early in its path, it was narrow, and damage was limited to downed trees, two destroyed sheds, and a few houses experiencing light shingle damage or damage from fallen trees. Later, it expanded to reach a width of 1,800 feet (550 m) as it moved northwestward. The tornado destroyed the roofs of two houses, one of which experienced damage to its walls. The tornado dissipated eight minutes after its 3 miles (4.8 km) path began, resulting in \$200,000 in damage (2003 USD, \$ 2023 USD) and only slight injuries A second tornado, rated F0 in the Fujita scale, occurred in southwestern Montgomery County. A small tornado with a width of only 180 feet (55 m), it moved to the northwest and tore down a few trees that fell onto a mobile home, a house, and two cars. The tornado dissipated six minutes after its 5 miles (8.0 km) path began. Throughout Alabama, Tropical Storm Bill caused around \$300,000 in damage (2003 USD, \$ 2023 USD).
Rainfall from the storm began affecting Florida a few days before the storm formed, and locations in the southern portion of the state received over 3 inches (76 mm) of rain. Along the Florida Panhandle, Bill dropped over 8 inches (200 mm) of rain as it made landfall, closing several roads or leaving them impassable due to flooding. A stationary line of thunderstorms in Okaloosa County produced downpours of up to 6 inches (150 mm) in one hour, resulting in flash flooding which washed out a portion of a bridge. In Bay County, heavy rainfall and flooding damaged 40 homes, while several residents in an apartment in Parker needed to be rescued by boat from the floodwaters. Rough surf produced by the storm killed two swimmers at Panama City Beach, while a dozen had to be rescued. Part of the tornado outbreak spawned by the storm extended into northern Florida. Damage in Florida totaled to around \$1 million (2003 USD, \$ 2023 USD).
### Southeastern U.S.
Tropical Storm Bill dropped light rainfall of around 1 inch (25 mm) in northeastern Arkansas and southeastern Missouri, and over 5 inches (130 mm) in isolated parts of eastern Tennessee. The storm also produced moderate rainfall in northwestern Georgia, which peaked at 7.1 inches (180 mm) in Monroe. Areas in southeastern Georgia received generally around 1 inch (25 mm); some coastal areas did not receive any precipitation from the storm. Rainfall resulted in flooding in numerous locations around the Atlanta metropolitan area, leaving some roads impassable or closed. The combination of moist air from the south, cool temperatures from a cold front to the north, and low pressures led to the development of supercells throughout Georgia and South Carolina, several of which produced tornadoes. An F1 tornado touched down 3 miles (4.8 km) north-northeast of Pennington; first it passed through a farm, causing severe damage to two dairy sheds, a John Deere tractor, and three metal storage buildings. The tornado destroyed a hay barn, a carport, and a car inside the carport as well, while also causing a tree to fall and kill one cow. The tornado passed through a forested area, where it toppled or sheared off hundreds of trees. As it entered a more urban area, it downed 30 isolated trees, some of which fell on a portion of Interstate 20, temporarily closing the roadway. The tornado damaged seven houses, primarily to roof damage, although one experienced damage to several windows, while another had a utility trailer and a car damaged by fallen trees; a commercial building was damaged as well. An F2 tornado was reported in Clito, which knocked down trees and damaged mobile homes. Severe thunderstorms from the remnants of Bill caused considerable damage to a house near Louisville and knocked down several trees. Moreover, a tornado was briefly associated with the storms. Bill also caused thunderstorms in Kite which uprooted several trees onto a car and a house. One man in Atlanta died due to a falling tree. Damage in Georgia totaled to \$244,500 (2003 USD, \$ 2023 USD).
The tornado outbreak spawned by Bill was the greatest in the Charleston, South Carolina National Weather Service area since the outbreak provoked by Hurricane Earl in 1998. One such tornado was an F1 that struck Hampton, which uprooted trees and downed power lines. The tornado severely damaged a Dollar General store, while several houses were damaged from fallen trees. An F1 tornado also touched down near Smoaks, which uprooted several trees, resulted in a crushed car due to a fallen tree, caused severe roof damage to a mobile home, and killed one dog. The storm produced heavy rainfall in the northern portion of the state, with some locations reporting over 7 inches (180 mm). The rainfall resulted in flash flooding in areas, which caused some damage.
In North Carolina, the remnants of the storm dropped around 5 inches (130 mm) in the east-central part of the state, while the southwestern portion of the state received totals of over 7 inches (180 mm). In Raleigh, a boy drowned from the floodwaters. The tornado outbreak from the storm extended into North Carolina, though specifics are unknown. Bill produced light to moderate precipitation in the Mid-Atlantic, including over 5 inches (130 mm) in central Virginia. In Virginia, a line of thunderstorms from the system produced small amounts of hail in Falls Church. The tornado outbreak associated with Bill ended in New Jersey; a narrow F0 tornado briefly touched down in a marsh near Goshen. The tornado remained away from the city, and caused no damage or injuries.
## Aftermath
By one day after the storm, power companies restored electricity to 151,000 customers. Citizens in Montegut circulated a petition for a class-action lawsuit in response to the levee failure. The American Red Cross set up a church in Reserve as an emergency shelter. Only five people stayed the first night, resulting in the organization to convert it to a family services center. Over 100 families asked for food assistance. The Red Cross also set up a shelter in Houma, where 14 people stayed.
## See also
- Other storms of the same name
- List of Florida hurricanes (2000–present)
- List of North Carolina hurricanes (2000–present)
- Hurricane Cindy (2005)
- Tropical Storm Bill (2015) |
732,780 | Tony Hawk's Underground | 1,172,716,286 | 2003 video game | [
"2003 video games",
"Activision games",
"Beenox games",
"Game Boy Advance games",
"GameCube games",
"JAMDAT Mobile games",
"Mobile games",
"Multiplayer and single-player video games",
"Neversoft games",
"PlayStation 2 games",
"Skateboarding video games",
"Spike Video Game Award winners",
"Tony Hawk's (series)",
"Vicarious Visions games",
"Video games developed in the United States",
"Video games set in Australia",
"Video games set in California",
"Video games set in Florida",
"Video games set in Hawaii",
"Video games set in Los Angeles",
"Video games set in Montana",
"Video games set in Moscow",
"Video games set in New Jersey",
"Video games set in New York City",
"Video games set in San Diego",
"Video games set in Vancouver",
"Video games with custom soundtrack support",
"Video games with gender-selectable protagonists",
"Windows games",
"Xbox games"
]
| Tony Hawk's Underground is a 2003 skateboarding video game and the fifth entry in the Tony Hawk's series after Tony Hawk's Pro Skater 4. It was developed by Neversoft and published by Activision in 2003 for the GameCube, PlayStation 2, Xbox, and Game Boy Advance. In 2004, it was published for Microsoft Windows in Australia and New Zealand as a budget release.
Underground is built upon the skateboarding formula of previous Tony Hawk's games: the player explores levels and completes goals while performing tricks. The game features a new focus on customization; the player, instead of selecting a professional skater, creates a custom character. Underground adds the ability for players to dismount their boards and explore on foot. The plot follows the player character and their friend Eric Sparrow as the two become professionals and grow apart.
The game was developed with a theme of individuality which was manifested in the extensive character customization options, the presence of a narrative, and the product's characterization as an adventure game. Real world professional skateboarders contributed their experiences to the plot. Upon release, the game was a major critical and commercial success, with reviewers praising its wide appeal, soundtrack, customization, multiplayer, and storyline. The graphics and the controls for driving vehicles and walking were less well received. Underground's PlayStation 2 version had sold 2.11 million copies in the United States by December 2007. A sequel, Tony Hawk's Underground 2, followed in 2004.
## Gameplay
Like its predecessors in the Tony Hawk's series, Underground is centered on skateboarding in a series of levels. The player performs tricks via combinations of analog stick and button inputs. For example, the player initiates an ollie (a jump trick) by holding and releasing the jump button. During an ollie, the player may change the position of the analog stick and press one of two buttons to perform either a flip trick (such as an impossible or kickflip) or a grab trick (such as a benihana or nosegrab). The player can grind on certain edges and rails; different tricks may be performed during a grind based on the position of the analog stick. On quarter pipes, the player may execute lip tricks. While skating on flat surfaces, the player may manual in multiple ways via button combinations. Miscellaneous tricks include acid drops and wall-rides.
While a grind, lip, or manual trick is underway, a balance meter appears: unless the player prevents this meter from falling to the left or right, the character will bail and need a few seconds to recover. Bailing can also be caused by falling without one's board facing downward. Completing tricks in succession without bailing is called a combo. Comboing raises the player's score and fills up the Special Meter; when it is full, the player is granted access to more elaborate tricks worth more points, such as the McTwist and 540 Flip. Underground introduces the ability to dismount one's skateboard, which allows the player to explore levels more carefully and reach new areas. Each level features at least one vehicle, usually a car, that the player can drive.
The levels are based on regions of the United States and other countries. In each level, certain tasks that advance the game's narrative must be completed before the player can move on. These tasks include score attacks, races, item collection, and reaching one of many gaps found in a level. Each level houses one professional skateboarder, who provides a sidequest that unlocks a trick for the Special Meter. On account of the levels' large sizes and the integration of goals into the story, Underground has been described as an adventure game. Characters can level up their stats—which include jump height and speed—by completing optional goals in a level; this adds an element of role-playing gameplay. Other gameplay modes include multiplayer minigames—one, a combat mode called "Firefight", can be played online in the PlayStation 2 version of the game—and a "free skate" mode that lets the player explore levels with no goals or story.
Underground features extensive customization. The player creates a custom character for the story mode, and may not play as a pre-made professional skater outside a few contexts: a special scene late in the game, minigames, and the free skate mode. A level editor allows the player to create skate parks with a large array of objects, ranging from traditional skate park elements like halfpipes, ramps, funboxes, and grind rails to more outlandish pieces like buildings and sections of elevated freeways. The player can change their park's time of day and environmental theme. Tricks, skateboards, and level goals may be customized as well.
The game features many real world professional skateboarders including: Tony Hawk, Bob Burnquist, Paul Rodriguez, Chad Muska, Mike Vallely, Andrew Reynolds, and Stacy Peralta. Underground also features cameo appearances by Iron Man, a parody of C.H.U.D. called T.H.U.D., and Kiss bassist Gene Simmons.
While the console versions of the game are fully three-dimensional, the Game Boy Advance version is rendered in an isometric style that incorporates both 2D sprites and 3D models. This version is a more traditional Tony Hawk's game, with little attention given to the story or customization. The mobile version is similarly restricted.
## Plot
The protagonist and their friend, Eric Sparrow, live in suburban New Jersey and dream of becoming famous skateboarders. The protagonist manages to impress professional skater Chad Muska, visiting town for a demo, who gives them a new skateboard and informs them that a good way to start a skating career is to gain a sponsorship from a local skate shop. The protagonist seeks out Stacy Peralta, who agrees to sponsor them on the condition that the player does something to set themselves apart from the other local skaters, so the protagonist travels to Manhattan, New York with Eric, who is on the run from drug dealers after setting their car on fire as revenge for stealing from the skate shop.
There, the pair shoot a skating video that impresses Stacy, who loans them a van and suggests they enter the Tampa AM, an amateur division skate contest held annually at the Skatepark of Tampa, in Tampa in Florida. Upon arrival, Eric is arrested for insulting a police officer, and the protagonist does favors for the local police department to secure his bail. However, when they arrive for the contest, it is revealed that Eric had only completed his own application form and not the protagonist's, forcing a dejected protagonist to try and impress competitors in the pro contest in order to gain admission. After impressing Tony Hawk, the protagonist wins the Best Trick event at Tampa AM and is offered deals by major skateboard sponsors, much to Eric's dismay. The protagonist then heads to San Diego, California to meet Todd, the manager of the team, and completes several photo shoots for a magazine. Following a wild celebration party, it is revealed that Eric has been picked up by the same sponsor.
The team then flies out to Hawaii to film a video, with the protagonist aiming for local spots that skaters have not filmed at before. Finding a tall hotel, the protagonist climbs to the roof and recruits Eric to film a trick video atop it. The police arrive to arrest them for trespassing, but the protagonist uses the opportunity to perform a McTwist over the helicopter and onto the awning of the adjacent Royal Hawaiian Hotel, allowing them and an awestruck Eric to evade the police. The team then travels to Vancouver, British Columbia, Canada. After doing errands for locals and finishing their part of the team video, the protagonist attends the video premiere at the Slam City Jam. Eric steals the idea and edits the protagonist's part out of the video, allowing only Eric to become a professional. After angrily confronting Eric, the protagonist enters Eric's pro contest and wins, becoming a pro as well.
After designing their own pro skateboard, the protagonist and Eric embark on a team trip to Moscow, Russia, where they reconcile. Eric gets drunk and joyrides in a Russian military tank. The protagonist hops in and attempts to stop the tank but, being unfamiliar with the controls, fails to stop it from crashing into a government building. Eric jumps out and runs away, leaving the protagonist, trapped inside, to be arrested by the Russian military. Eric then lies and claims the protagonist stole the tank, stating that he in fact tried to stop them. Unwilling to pay the \$700,000 worth of damages, Todd kicks the protagonist off the team, much to Eric's delight. The American Embassy bails out the protagonist, leaving them to do favors for locals in order to return home to New Jersey.
Eric, who now owns his own skate company, reveals that he had been planning to betray the protagonist after having long abandoned the idea of "soul skating" (skating for enjoyment rather than riches); after unsuccessfully trying to exempt them from the Tampa AM, Eric stole the helicopter footage in jealousy before finally getting the protagonist kicked off the skate team by lying back in Moscow. Determined to fight back, the protagonist teams up with Peralta and several professionals to create a soul skating video, creating a new trick in the process. Due to the success of the video, Eric challenges the protagonist to one last skate-off, with the unedited helicopter tape at stake. The protagonist wins the skate-off and walks away with the tape as Eric screams and rages at them.
### Alternate ending
If the story has been completed more than once, an alternate ending occurs, where the protagonist knocks Eric unconscious, taking the tape back instead of holding the skate-off.
## Development
### Concept
The GameCube, PlayStation 2, and Xbox versions of Underground were developed by Neversoft, while the Game Boy Advance version was developed by Vicarious Visions the mobile version by Jamdat, and the Windows version was created by Beenox. Activision, which had acquired Neversoft in 1999, published all versions of the game.
The game was initially conceived as the fifth entry in the Tony Hawk's Pro Skater series under the title Tony Hawk's Pro Skater 5 (no relation to the 2015 game of the same name), but it was reworked into its current form.
Underground was created with a theme of individuality: it stars an amateur skater in a true story mode, whereas each previous Tony Hawk's game had starred professional skaters and had lacked a plot. One reason for only allowing the player to use a custom character was that certain criminal acts completed in the plot would not reflect well on real-world skaters. Previous games in the series had included character-creation features as well, but Neversoft expanded customization in Underground by implementing face-scanning for the PlayStation 2 version: if the player emailed a photograph of their face to [email protected], the company would digitize it for use in the game. Regarding the customization options, especially the park editor, producer Stacey Drellishak stated that Neversoft was "trying to create the most customizable game ever". The developers used storytelling and exploration to distance their product from the plotless, task-based format of previous Tony Hawk's games, which led Neversoft president Joel Jewett to describe Underground as an adventure game.
### Design
Levels in the console versions of Underground were significantly larger than those of earlier Tony Hawk's games. Neversoft expanded each level until it ceased to run correctly, then shrunk it slightly. Most of the levels were modelled closely after real-world locations; the designers traveled to locales representative of each city in the game and took photographs and videos as reference. The New Jersey level was a replication of a neighborhood where team artist Henry Ji had grown up as a young skater. Neversoft wanted the player to become familiar with the basic game mechanics quickly and to notice Underground's differences from previous Tony Hawk's titles immediately. To accomplish this, they introduced the ability to travel on foot, and the ability to climb along ledges in the first few missions of the game. While Neversoft wanted to keep Underground realistic and relatable for the most part, they added driving side-missions as an enjoyable diversion and to push the boundaries of freedom in skateboarding games. However, these missions were intended not to take away from the main experience of skateboarding.
Pro Skater 4, Underground's predecessor in the Tony Hawk's series, had received criticism for its difficulty: Neversoft had not realized that each game in the series was drawing new fans who were unaccustomed to the demanding tasks. As a result, Neversoft added four difficulty settings to Underground's story mode, ranging from "Too Easy" to "Sick". Neversoft wanted players to develop skills for higher difficulty settings on Too Easy while still progressing through the story. The company had included extremely difficult missions in each previous Tony Hawk's game; the methods used to create these missions were the inspiration for Underground's Sick mode. Development of the basic gameplay mechanics and structure began quickly but by the end of August 2003, only two months before the game's American release, work was still in progress.
While the game's cutscenes are animated with 3D graphics, the team recorded live-action videos to introduce the real-world skateboarding teams, so that players could better understand each team before selecting one to join. Neversoft interviewed professional skaters about their experiences of becoming known in the skateboarding world, then compiled elements of these stories into the game's script. Every skater who appears in the plot helped to craft their own scenes and voiced their own character.
### Promotion and release
The game was promoted with a playable demo at Microsoft's "GameRiot" event held at Lollapalooza in July 2003. Activision stirred up enthusiasm for Underground with the "Tony Hawk's Face Off Mobile Tour", a series of promotional events across 29 cities in October. Attendees could play the game early and compete in it for tickets to Boom Boom Huck Jam 2003, which Tony Hawk himself attended. Activision, which sponsored the October Gravity Games extreme sports competition, promoted the game at the event and used its rendering engine to model tricks performed by the real-world skaters. The console and Game Boy Advance versions were released on October 28 in the United States, November 14 in Europe, and May 2004 in Japan. The mobile version was released worldwide in January 2004.
## Reception
### Critical response
Tony Hawk's Underground received "universal acclaim", according to review aggregator Metacritic. GameZone's Michael Knutson wrote that Underground is "one of the best skating games around" and that players of every skill level would enjoy it. Eurogamer's Tom Bramwell concurred: "As a 'pick-up-and-play' sort of game, THUG is endlessly rewarding once you get your head round the basics, and it's the best entry point for the series to date".
The story was well received. Joe Rybicki of Official U.S. PlayStation Magazine celebrated that "for the first time I can remember, an extreme-sports game actually has a real story [with] honest-to-goodness characters". IGN's Douglas Perry called it "a kick, albeit relatively lightweight in nature". He especially praised the pervasive sense of humor in the narrative and in the portrayal of real-world skaters. Knutson called the story "unique" and stated: "I really like that Neversoft had the guts to try something this radical and ditch the formula that they know works so well". Ben Silverman of Game Revolution described the game's plot as a "silly" cross between those of the 1980s films North Shore and Gleaming the Cube, but he praised it for giving context to the level goals and keeping distance between the skill unlocks. Bramwell called it "hackneyed". Rybicki found that the plot hurt the game's replay value and caused missions to be overly simplistic. By contrast, Game Informer's Justin Leeper thought that "it serves to make some of the less-entertaining goals tolerable, because there's a reason for doing them".
The game's aesthetics were generally well received. Bramwell called the graphics "unchanged and increasingly antiquated" and criticized the presence of "sharp, angular character models, eerily unrealistic lighting and odd little moments when the player is trying to turn round and ends up banging into a curb". Knutson, meanwhile, was positive regarding the graphics, art, and animation: he called them "nearly flawless" and praised the realism they brought to the inherently fantastical skateboarding genre. Williams said that "THUG's cityscapes are incredibly well designed" and singled out the GameCube version of Underground as exceptionally well rendered. Rybicki called the levels "big and beautiful". Knutson commended the soundtrack's large size and the sound effects' realism. Perry appreciated the "hilariously hurtful" injury sounds and the extensive song list. By contrast, IGN's Craig Harris praised the graphics of the Game Boy Advance version but was more mixed on the soundtrack.
The alternate gameplay modes were received very well. Knutson lauded the game's high degree of customization; he summarized that "everything is expounded a hundred fold: from create-a-skater to create-a-park mode, it is simply amazing". He singled out the level editor as one of the deepest he had ever seen. GameSpy's Bryn Williams identified the level editor as an "extremely well-designed" feature that contributed to the overall "brilliance" of the full product. Leeper said that each customization mode is "intuitive and user-friendly", and both he and Rybicki especially enjoyed the trick-creation feature. Reviewers for Famitsu magazine praised the story mode, whose open world format they compared to the Grand Theft Auto series. Knutson and Perry enjoyed the multiplayer, particularly the online Firefight mode. Williams thought similarly and stated that "the most notable disappointment" of the game was the lack of online play for non-PlayStation 2 owners. Harris found the board customization of the Game Boy Advance version to be poorly implemented, though in-depth. Despite his praise for the customization modes, Leeper admitted that his greatest enjoyment still came from "seeking out great lines and beating my scores".
The walking and driving controls were criticized. Bramwell claimed that these modes felt "like they've been attached with an old stick of glue that's about as adhesive as baby oil". Knutson agreed, though he praised the novelty of these diversions. He stated that "the Tony Hawk series has always had exceptional controls" and that Underground, overall, was no exception. Perry felt that the feature increased levels' replay value. Similarly, Famitsu reviewers noted that, although the game's fast pace makes it extremely challenging at times, the high difficulty provides a sense of accomplishment when jumps and tricks are performed correctly. Williams found the GameCube version's controls mediocre, albeit manageable. Damon Brown from GameSpot said that the mobile version's restrictive controls—many tricks require three button inputs—were that version's only caveat.
### Sales and accolades
Underground won Best Sports Game at the 2003 Game Critics Awards hosted by Electronic Entertainment Expo (E3). The 2004 MTV Video Music Awards introduced a new category, Best Video Game Soundtrack, which Underground won. During the AIAS' 7th Annual Interactive Achievement Awards, Underground received nominations for Console Action Sports Game of the Year, Outstanding Achievement in Game Design, and Outstanding Achievement in Licensed Soundtrack.
In Europe the week after the game's release, the PlayStation 2, Xbox, and GameCube versions were respectively the fifth, sixth, and eighth-best selling games for those consoles. It would remain uninterrupted in the top twenty of every week until January 24, 2004, for the Xbox and GameCube and February 21 for the PlayStation 2, inclusive. As of December 2007, the PlayStation 2 edition of the game had sold 2.11 million copies in the United States. The GameCube version made Nintendo's Player's Choice list by selling 250,000 copies in the United States. Its PlayStation 2 version also received a "Platinum" sales award from the Entertainment and Leisure Software Publishers Association (ELSPA), indicating sales of at least 300,000 copies in the United Kingdom.
## Sequel
Neversoft and Activision released a sequel, Underground 2, on October 4, 2004, for Microsoft Windows, GameCube, PlayStation 2, Xbox, Game Boy Advance, and PlayStation Portable consoles. The plot continues that of Underground and focuses on the player character and their team sabotaging an opposing team. The gameplay, structure, and level design are very similar to those of Underground. However, Underground 2 features new tricks and gameplay mechanics, like the Natas spin, the ability to plant customized stickers in levels with the "sticker slap", a slow-motion "Focus" mode, and the ability to earn points by having a tantrum after falling. The plot is set in new locations, including Boston, New Orleans, Berlin, and Barcelona. |
13,056,826 | Robert de Chesney | 1,102,981,176 | 12th century Bishop of Lincoln | [
"1166 deaths",
"12th-century English Roman Catholic bishops",
"Anglo-Normans",
"Archdeacons of Leicester",
"Bishops of Lincoln",
"Year of birth unknown"
]
| Robert de Chesney (died December 1166) was a medieval English Bishop of Lincoln. He was the brother of an important royal official, William de Chesney, and the uncle of Gilbert Foliot, successively Bishop of Hereford and Bishop of London. Educated at Oxford or Paris, Chesney was Archdeacon of Leicester before his election as bishop in December 1148.
Chesney served as a royal justice in Lincolnshire during his bishopric, and maintained a close relationship with his nephew, Foliot. He was also an early patron of Thomas Becket, and gave the young cleric an office in his diocese early in Becket's career. Although shown favour by King Stephen, including the right to a mint, Chesney was present at the coronation of King Henry II in 1154 and went on to serve Henry as a royal justice. Around 1160, Chesney became embroiled in a dispute with St Albans Abbey in the diocese of Lincoln, over his right as bishop to supervise the abbey. The dispute was eventually settled when the abbey granted Chesney land in return for his relinquishing any right to oversee St Albans.
Chesney was active in his diocese; more than 240 documents relating to his episcopal career survive. They show him mediating disputes between religious houses and granting exemptions and rights in his diocese. Chesney bought a house in London to serve as an episcopal residence, constructed an episcopal palace in Lincoln, and founded a religious house outside the city. He died in December 1166, probably on the 27th, and was buried in Lincoln Cathedral.
## Historical background
After King Henry I's death in 1135, the succession was disputed as the king's only legitimate son, William, had died in 1120. The main contenders were the king's daughter Matilda, dowager empress of the Holy Roman Empire, and his nephews Stephen, Count of Boulogne, and Theobald II, Count of Champagne. After Matilda was widowed in 1125, she returned to her father in England, who then secured her marriage to Geoffrey, Count of Anjou. All the magnates of England and Normandy were required to declare fealty to Matilda as Henry's heir, but after Henry I's death in 1135 Stephen rushed to England and had himself crowned, before Theobald or Matilda could react. The Norman barons accepted Stephen as Duke of Normandy, and Theobald contented himself with his possessions in France. But Matilda was less patient: she secured the support of the king of Scotland, David I, her maternal uncle, and the support of her half-brother Robert, Earl of Gloucester, an illegitimate son of Henry I, in 1138.
Stephen was initially secure on his throne but, by 1139, stresses had appeared. David I invaded England in 1138, and some of the English nobles rebelled, but Stephen had dealt with both threats by April 1139. Later that year, he arrested Roger, the Bishop of Salisbury, and his nephews Nigel, the Bishop of Ely and Alexander, the Bishop of Lincoln, who were not only powerful ecclesiastics but important royal administrators. In September 1139, Matilda landed in England to contest the throne, supported by her half-brother Robert. Stephen himself was captured in February 1141 by Matilda's forces, but Robert's subsequent capture by forces loyal to Stephen later that year allowed his exchange for Stephen in November 1141. The result was an effective stalemate, with Stephen controlling parts of the country and others under the control of Matilda's supporters. During the 1140s, Matilda's husband, Geoffrey of Anjou, wrested Normandy from Stephen.
## Early life
Chesney's family originated from Quesnay-Guesnon in the Calvados region of Normandy near Bayeux in France, but they had settled in the Midlands of England and held lands there, particularly in Oxfordshire. His parents were Roger de Chesney and Alice de Langetot. His brother William de Chesney remained a layman, and became one of Oxfordshire's leading landowners. Another brother, Reginald, was the abbot of Evesham Abbey. Chesney's sister Agnes was married to Robert Foliot, steward to the Earl of Huntingdon. Agnes and Robert were probably the parents of Gilbert Foliot, later Bishop of Hereford and Bishop of London. Although it is a surmise that Foliot's mother was a sibling of Chesney, it is certain that Chesney was Gilbert's uncle.
Chesney probably attended schools in either Oxford or Paris, as later in life he was referred to with the title of magister, signifying that he was educated. He was Archdeacon of Leicester by about 1146, and held the prebend of Stow. He was also a canon of the chapel of St. George at Oxford Castle.
## Election
Chesney was elected to the See of Lincoln on 13 December 1148, by his cathedral chapter, apparently without outside interference. He was consecrated by Theobald of Bec at Canterbury Cathedral on 19 December, the day after his ordination as a priest.
Gilbert Foliot's letters provide some background to Chesney's election, showing that King Stephen of England and Stephen's brother Henry of Blois, the Bishop of Winchester, attempted to secure Lincoln for one of their relatives: the royal candidates were the abbots of Fécamp, Westminster, and St Benet's of Hulme. They were rejected by Pope Eugene III, paving the way for the chapter to elect Chesney. Foliot relates that the electors from the chapter travelled to London, where they proceeded to elect Chesney in front of Foliot, Theobald, and some other bishops. That account is contradicted by Chesney's profession of obedience to Theobald, which claims that the election took place on 13 December 1148 at Westminster. Henry of Huntingdon and Ralph de Diceto, both medieval chroniclers, approved of the election and mentioned the unanimous nature of Chesney's selection. That Chesney's brother William was a firm supporter of Stephen's probably helped reconcile Stephen and his brother to Chesney's election.
Chesney returned to Lincoln on 6 January 1149, where he received a letter from Arnulf, the Bishop of Lisieux in Normandy, congratulating him on his appointment. Arnulf also asked Chesney to help the cause of Henry fitzEmpress, Empress Matilda's eldest son and a contender for the English throne.
## Bishop under Stephen
Correspondence between Chesney and his nephew Gilbert Foliot suggests their relationship was quite close. Foliot strongly supported his uncle's candidacy for Lincoln, writing to Pope Eugene III to encourage papal approval of the election. Foliot later ordered a copy of the Digest for his uncle, which demonstrates Chesney's interest in Roman law. Some of Archbishop Theobald's letters, written to Chesney and recorded in John of Salisbury's collection of letters, contain the earliest recorded quotations from Gratian's Decretum in an English source. They were part of a letter sent by Theobald to Chesney discussing difficult legal cases, and giving advice on how to resolve them.
Shortly after his consecration, Chesney was presented with a copy of the newly updated version of Henry of Huntingdon's Historia Anglorum; Huntingdon had been a fellow archdeacon. Chesney was present at several of King Stephen's courts, and the king named the bishop as the local justice for Lincolnshire.
At the height of the civil war during Stephen's reign, and shortly after Chesney's consecration, the bishop acted as a guarantor for the treaty between Ranulf de Gernon, the Earl of Chester, and Robert de Beaumont, the Earl of Leicester, drawn up to limit the fighting between the two earls during the civil war. Chesney was present at the legatine council held by Theobald in March 1151, and was one of the judges, along with Theobald and Hilary of Chichester, the Bishop of Chichester, in a dispute between the monks of Belvoir Priory and a secular clerk over the right of the clerk to a church. Chesney appointed the future Archbishop of Canterbury, Thomas Becket, to a prebend in his cathedral chapter during the latter part of Stephen's reign.
The civil war ended with the Treaty of Winchester, late in 1153, which provided that Matilda's son Henry would succeed Stephen after his death. When Stephen died the next year, this became a lasting peace. In the last year of Stephen's reign, in mid-1154, Chesney acquired the right to operate a mint in the town of Newark, granted in perpetuity. But as there are no surviving coins, it seems that the mint was not in operation for long. Chesney also acquired the right of justice in the city of Lincoln, and was involved in the commercial life of his diocese, establishing a fair in the town of Banbury in 1154.
## Bishop under Henry II
Chesney witnessed a charter of Henry fitzEmpress' before Henry's succession to the throne as Henry II, and was present at the consecration of Roger de Pont L'Évêque as Archbishop of York on 10 October 1154. The bishop then was present at Henry II's coronation on 19 December 1154, and appears to have continued to act as a royal justice in Lincolnshire during the early part of King Henry II's reign; the 1156 Pipe Roll has the sheriff of the county accounting for 10 marks arising from the pleas of the bishop in the county. Chesney was often with the royal court, as he attested a number of Henry II's charters during the early part of the king's reign, and accompanied him to northern England in 1158 and to Normandy in 1160.
The bishop served as the judge in a dispute in 1158 between a dean from the diocese of York and a citizen of Scarborough, in which the layman alleged that the dean had extorted large sums of money from him by repeatedly charging his wife with adultery and fining her. The dean's actions were contrary to a royal decree, but although he appeared before a royal court he escaped secular penalties because he was a clerk. The result of the case, a precursor to the later Becket dispute, aroused King Henry's anger, but the death of the king's brother Geoffrey and the king's subsequent travel to the Continent to deal with that issue meant that the matter was eventually dropped.
In 1161 Chesney became embroiled in a dispute with St Albans Abbey, resulting from his efforts to enforce his right, as bishop, to supervise religious houses within his diocese. Although Pope Alexander III sent a papal bull to England ordering the case to be heard by a panel of two bishops, King Henry II felt that the papal order infringed on his royal rights and had the case decided at the royal court instead. In 1155–1156 St Albans had secured papal privileges from the English Pope Adrian IV, who had previously been a monk there, that exempted the abbey from diocesan supervision, and it was these privileges that Chesney challenged. Chesney secured not only the papal bull but a royal commission to investigate the rights of the abbey as they were in the time of King Henry I. The final disposition of the case took place in 1163, at a royal council at Westminster, where the abbey produced both the papal privileges and a forged charter of Offa of Mercia in support of their case. As Chesney was unable to produce any documents in support of his own position, the king and council told the bishop that they favoured the abbey's cause. The king also ruled that the abbey was a royal proprietary church, and thus had special exemptions. In the end, a compromise was reached, whereby the abbey compensated the bishopric with some land in return for the bishop renouncing his claims.
Early in 1162 Chesney was summoned to Normandy by the king, along with Roger, the Archbishop of York, Hugh de Puiset, the Bishop of Durham, and Hilary of Chichester, in order to lend their support to the election of Thomas Becket to the see of Canterbury. In July 1163, Chesney was present at the royal court held at Woodstock Palace, which included the Welsh prince Rhys ap Gruffydd, the prince of Northern Wales Owain Gwynedd, and King Malcolm IV of Scotland. The two Welsh princes and the Scots' king did homage to Henry II while at this court. In 1163 Chesney was excused from attending a papal council at Tours because of his health, but he attended the royal councils of Clarendon and Northampton in 1164, which dealt with the growing dispute, now known as the Becket controversy, between the king and Becket. At those councils Chesney attempted to persuade Becket to compromise, but was unsuccessful. The king subsequently sent Chesney to northern England as an itinerant justice in 1166.
Chesney's contributions to the king's military campaigns on the continent caused him financial difficulties; at the time of his death he was in debt to a moneylender.
## Diocesan affairs
Chesney's acta, or documents, contain many examples of him settling judicial disputes, demonstrating how active he was in his diocese. More than 240 of his acta have survived, many of them concerning the religious houses within his jurisdiction. Chesney was appointed a papal judge-delegate at least once, and it was in his court that the case of Philip de Broy, a canon in Bedfordshire accused of murdering a knight, was heard. The case was one of those that contributed to King Henry's determination that criminous clerks should be subject to royal justice, not just ecclesiastical justice.
In addition to judicial affairs, Chesney worked to ensure good relations with his cathedral chapter, and allowed them exemptions from episcopal jurisdiction. He also permitted the clergy of his diocese to remit the payment of chrism money and forwent the traditional annual payment from the archdeacons of the diocese to the bishop. He suppressed unlicensed schools in Huntingdon and employed a number of educated clerks; his acta almost always include one witness entitled magister, and often as many as six.
Chesney was a builder in his diocese, where he ordered the construction of the episcopal palace. He also founded a Gilbertine house of canons just outside the city of Lincoln, the priory of St Catherine, shortly after the order was recognised by the papacy in 1148. Unusually for its time it was only founded for men, although Gilbertine monastic houses typically accommodated both men and women. In 1161 he bought the Old Temple in London as a house for himself. These expenditures contributed to his financial difficulties, along with royal demands, which led to complaints about Chesney's spending. Another cause for complaint was that he gave away some of his estates as marriage portions for his nieces. Chesney also was a benefactor to the town of Banbury, to which he granted the right to hold a fair some time before 1154.
## Death and legacy
The exact date of Chesney's death is uncertain. It may have been 27 December 1166; the event is commemorated on both 26 and 27 December. He was buried in the eastern cross aisle of Lincoln Cathedral, along the north side. The modern historian David Knowles wrote that Chesney was "not a man of strong character or decided opinions".
Chesney left at least ten books to Lincoln Cathedral, of which seven survive. Five of the seven show a uniformity of handwriting, leading to speculation that there may have been a scriptorium at Lincoln Cathedral during Chesney's tenure, but other surviving books that were in the cathedral library at the same time do not share any handwriting or other characteristics; Chesney may simply have commissioned the books at the same time from the same scribes.
In addition to Foliot, the brothers Gerard, a canon of Lincoln, and Martin, treasurer of Lincoln, were also Chesney's nephews. He may also have been related to Fulk de Chesney, another canon at Lincoln. Chesney helped to further the career of Richard Barre, who became a writer and a royal judge and first appears in the record as a witness to some of Chesney's documents during 1160–1164. Geoffrey of Monmouth's last work, the Vita Merlini, was dedicated to Chesney. Foliot owned a copy of the Digest, part of the Corpus iuris civilis, that had originally been glossed for Chesney.
Traditionally, Chesney's predecessor Alexander has been credited with commissioning the baptismal font in Lincoln Cathedral, made of Tournai marble. Recent scholarship has cast doubt upon this idea, and suggests that the font was instead carved on Chesney's orders, and commissioned after 1150. |
15,316,430 | Kahaani | 1,165,791,885 | 2012 film by Sujoy Ghosh | [
"2010s Hindi-language films",
"2010s feminist films",
"2010s thriller films",
"2012 films",
"Durga Puja in popular culture",
"Films about missing people",
"Films about women in India",
"Films directed by Sujoy Ghosh",
"Films scored by Vishal–Shekhar",
"Films set in Kolkata",
"Films shot in Kolkata",
"Films whose editor won the Best Film Editing National Award",
"Films whose writer won the Best Original Screenplay National Film Award",
"Hindi films remade in other languages",
"Indian detective films",
"Indian feminist films",
"Indian films about revenge",
"Indian mystery thriller films",
"Indian pregnancy films",
"Intelligence Bureau (India) in fiction",
"Viacom18 Studios films"
]
| Kahaani (; ) is a 2012 Indian Hindi-language thriller film co-written, co-produced, and directed by Sujoy Ghosh. It stars Vidya Balan as Vidya Bagchi, a pregnant woman looking for her missing husband in Kolkata during the festival of Durga Puja, assisted by Assist Sub-Inspector Satyoki "Rana" Sinha (Parambrata Chatterjee) and Inspector General A. Khan (Nawazuddin Siddiqui).
Made on a shoestring budget of ₹80 million (US\$1.0 million), Kahaani was conceived and developed by Ghosh, who co-wrote the film with Advaita Kala. The crew often employed guerrilla-filmmaking techniques on Kolkata's city streets to avoid attracting attention. Its creative portrayal of the city and its use of local crew and cast members made it a notable film. Kahaani explores themes of feminism and motherhood in a male-dominated Indian society. The film also makes several allusions to Satyajit Ray's films, such as Charulata (1964), Aranyer Din Ratri (1970), and Joi Baba Felunath (1979). The film's musical score and soundtrack are composed by Clinton Cerejo and Vishal–Shekhar respectively, with cinematography handled by Setu and editing done by Namrata Rao.
Kahaani was released worldwide on 9 March 2012. Critics praised the screenplay, the cinematography and the performances of the lead actors. Following critical acclaim and word-of-mouth publicity, the film earned ₹1.04 billion (US\$13 million) worldwide in 50 days. The film won several awards, including three National Film Awards and five Filmfare Awards. The latter included trophies for Best Director (Ghosh) and Best Actress (Vidya). The film was remade by Sekhar Kammula in Telugu as Anaamika (2014) with Nayanthara reprising Vidya's role. A spiritual successor, titled Kahaani 2: Durga Rani Singh, was released on 2 December 2016.
## Plot
A poison-gas attack on a Kolkata Metro Rail compartment kills the passengers on board. Two years later Vidya Bagchi, a pregnant British-Indian software engineer, arrives in Kolkata from London during the Durga Puja festivities in search of her missing husband, Arnab Bagchi. A police officer, Satyaki "Rana" Sinha, offers to help. Although Vidya claims that Arnab went to Kolkata on an assignment for the National Data Center (NDC), initial investigations suggest that no such person was employed by the NDC.
Agnes D'Mello, the NDC's head of human resources, suggests to Vidya that her husband resembled former employee Milan Damji, whose file is probably kept in the old NDC office. Before Agnes can provide any further help she is killed by Bob Biswas, an assassin working undercover as a life insurance agent. Agnes is shot at the entrance of her house before which she is seen enjoying some music. Vidya and Rana break into the NDC office and find Damji's file, barely escaping an encounter with Bob, who is searching for the same information. Meanwhile, the attempts to obtain Damji's records have attracted the attention of two Intelligence Bureau officials in Delhi—the chief Bhaskaran K. and his deputy Khan. Khan arrives in Kolkata and reveals that Damji was a rogue IB agent responsible for the poison-gas attack. In spite of Khan's warnings, Vidya continues her search, fearing that Arnab's resemblance to Damji may have led him into trouble.
The address on Damji's record leads Vidya and Rana to a dilapidated flat. An errand boy from the neighbourhood tea stall identifies R. Sridhar, an NDC officer, as a frequent visitor to Damji's flat. Bob attempts, but fails, to kill Vidya, and is soon run over by a truck during a chase. Examination of Bob's mobile phone leads Vidya and Rana to an IP address sending instructions to kill her. They break into Sridhar's office to verify his IP address, but he is alerted electronically and returns to his office. Vidya accidentally kills Sridhar during a scuffle, which upsets Khan, who had wanted him alive.
Sridhar's computer data reveals a code, which when deciphered reveals Bhaskaran's phone number. Vidya calls Bhaskaran to tell him that she has retrieved sensitive documents from Sridhar's office. She asks Bhaskaran to help find her husband in exchange for the documents, but Bhaskaran tells her to contact the local police. Vidya soon gets a call from an unknown number, warning her that she should hand over the documents to the caller if she wishes to see her husband alive. Khan thinks the caller is Damji.
Vidya goes to meet Damji, followed by Rana and Khan. Damji cuts the meeting short when Vidya expresses her doubt that he will be able to return her husband in exchange for the sensitive file, and he attempts to leave. Vidya tries to stop him, and in the ensuing struggle Damji draws a gun on her. Vidya disarms him using the prosthetic belly she has been using to fake her pregnancy and promptly stabbing him in the neck with her hair stick before finally killing him with his own gun. She flees into the crowd before the police arrive, leaving a thank you note for Rana and a pen drive containing data from Sridhar's computer, which leads to Bhaskaran's arrest. Rana concludes that neither Vidya nor Arnab Bagchi ever existed, and that Vidya had been using the police and the IB to achieve her own ends.
Vidya is revealed to be the widow of Major Arup Basu, an IB and Army officer and Damji's colleague, who was killed in the poison-gas attack, which also caused Vidya to immediately fall unconscious upon seeing her husband's corpse and suffer a miscarriage. In her mission to avenge his and their unborn child's death, Vidya was helped by the retired IB officer Col Pratap Bajpayee, who suspected the involvement of a top IB official.
## Cast
Credits adapted from Bollywood Hungama.
- Vidya Balan as Vidya Bagchi
- Parambrata Chatterjee as Asst Sub-Inspector Satyoki "Rana" Sinha
- Nawazuddin Siddiqui as Deputy Inspector General A. Khan
- Indraneil Sengupta as Milan Damji a.k.a Arnab Bagchi
- Dhritiman Chatterjee as Director of Intelligence Bureau Bhaskaran K.
- Saswata Chatterjee as Bob Biswas
- Darshan Jariwala as Colonel Pratap Bajpayee
- Abir Chatterjee as Major Arup Basu
- Shantilal Mukherjee as R. Shridhar, chief technical officer at the NDC
- Kharaj Mukherjee as Sub-Inspector Chatterjee, a friendly inspector at the Kalighat Police Station.
- Colleen Blanche as Agnes D'Mello
- Nitya Ganguli as Mr. Das, the guest house owner.
- Rwitobroto Mukherjee as Bishnu, a worker at the guest house.
- Pamela Bhuttoria as Sapna, an employee at NDC.
- Kalyan Chatterjee as Paresh Pal, a clay artist and a police informer.
- Riddhi Sen as Poltu, a worker at a tea-stall.
- Masood Akhtar as Rasik Tyagi, systems supervisor at the NDC
## Production
### Development
Sujoy Ghosh approached novelist and script writer Advaita Kala with the idea for the film. Kala took inspiration from her experience in Kolkata, where she had moved in 1999, akin to the protagonist in the film. She reported that despite facing a language barrier and the chaos and poverty of the metropolis, she was charmed by the warmth of the people, which was reflected in the film. Kala started writing in 2009 and finished the 185-page script by February 2010. Her research included reading the books Open Secrets: India's Intelligence Unveiled by Maloy Krishna Dhar and India's External Intelligence: Secrets of Research and Analysis Wing (RAW) by V. K. Singh.
Ghosh, who co-wrote the story and the screenplay, began to plan the film while awaiting the release of his previous film Aladin (2009), but the dismal response to Aladin was a setback. He had to approach several producers to finance him for Kahaani, but was refused and discouraged from making the film owing to three factors: a pregnant woman as the lead star, a bunch of unknown Bengali actors as the supporting cast and Kolkata as a backdrop. Yashraj Films were willing to produce the film, but wanted Ghosh to sign a three-film deal, which he declined because he did not want that much commitment.
Bengali film actor Prosenjit Chatterjee encouraged Ghosh to shoot in Kolkata. Ghosh finally selected Kolkata for several reasons: the director's acquaintance with the city, its mix of modernity and old-world charm, and budget constraints. Kolkata is a cheaper location than Mumbai or Delhi, where most Bollywood films are shot.
Ghosh admitted in an interview that after his two preceding directorial ventures—Aladin and Home Delivery (2005)—performed poorly at the box office, Kahaani was his last chance to create a niche as a director. He added that the film's plot twist came somewhat accidentally. Having described the skeleton of the story to a friend during its development, the friend called him back a few days later to enquire about his film. The friend had mistakenly imagined sequences which he assumed to be parts of the plot, from which the twist ending was derived.
### Casting
According to Jyothika, she was initially offered the role of Vidya Bagchi, but declined; the role eventually went to Vidya Balan. Unimpressed with the plot outline, Vidya refused, only changing her mind after having read the completed script.
Ghosh chose mostly Bengali actors as he wanted to make the characters as authentic as possible. The role of the Inspector Satyoki "Rana" Sinha was first offered to Chandan Roy Sanyal, but he could not take the part due to other commitments. Parambrata Chatterjee, a Bengali actor whose acting in the film The Bong Connection (2006) had impressed Ghosh at the Mumbai Academy of the Moving Image festival, was later offered the role in Kahaani. Chatterjee had earlier worked with Vidya in her début film Bhalo Theko (2003).
The casting director Roshmi Banerjee suggested Nawazuddin Siddiqui for the role of Khan. Siddiqui, who had only had minor roles in Bollywood up to that time, was surprised that for the first time he would not have to portray a beggar. Saswata Chatterjee, another Bengali actor, was surprised as well when he was offered the role of the contract killer Bob Biswas. He thought there were suitable actors in Hindi film industry for the role. He said that Ghosh had known him since childhood and was impressed with his acting, so he wanted him as Bob Biswas.
Ghosh went against the expectations of casting a popular actor from Bollywood. He signed Bengali actor Abir Chatterjee to play Vidya's husband. According to Ghosh, popular Bollywood actors were not willing to work with him after his two previous flops. He also believed that audience might expect more screen-time from a better-known actor. Several other Bengali film and television actors, such as Indraneil Sengupta and Kharaj Mukherjee, were cast in supporting roles.
### Characters
Before the shooting of the film began, Vidya started to use a prosthetic belly to look as close to authentically pregnant as possible. According to news reports, she met doctors and pregnant women to learn about the typical lifestyle and nuances of a pregnant woman, and also made lists of rules and superstitions followed by pregnant women. Vidya said that during her college days she often used to imitate pregnant ladies during stand-up acting among friends, an experience that helped her during the shooting.
While briefing Saswata Chatterjee about his character, the cold-blooded killer Bob Biswas, Ghosh used the phrase "Binito Bob" (meaning polite Bob), which crystallised the notion of Bob's manners. Further discussions led to the inclusion of paunch and a bald patch. Chatterjee devised the mannerism of rubbing his nails together as some Indians believe doing that helps prevent hair loss. The mannerism was well-noted and praised by the viewers. Ghosh was surprised at how Bob Biswas was greeted by fans as a cult figure. He emphasised that the deliberate ordinariness of Bob Biswas was portrayed so convincingly by Chatterjee that the viewers can expect Bob to be around them at any time and any place.
Parambrata Chatterjee said in an interview that he did not identify with the Rana character, owing to the difference between his own urban upbringing and Rana's rural background. Chatterjee visited police stations and did some research "on their work, mindset and other relevant things" to prepare for the role. The character Khan was envisaged as a ruthless, arrogant, expletive-spewing officer who cares nothing about the emotional or social consequences of his behaviour. Siddiqui said that he was surprised on being offered the role, and wondered how he could portray the arrogance needed for the character. Ghosh built Khan as a character with lean physical build but full of mental strength, loyalty and patriotism. Khan smokes a relatively cheap brand of cigarette (Gold Flake) despite his high official post; Siddiqui had smoked that brand of cigarette throughout his struggling days in Bollywood and thereafter.
### Filming
Filming took place on the streets of Kolkata, where Ghosh often employed the art of guerrilla filmmaking (shooting in real locations without any previous knowledge given to onlookers) to avoid unwanted attention. The cinematographer Setu, who had assisted others in the past to shoot documentaries in Kolkata, said that unlike majority of Indian films, Kahaani was shot mostly without artificial light. The film was shot in 64 days, during which the Durga Puja festival of 2010 took place. Shooting locations in Kolkata included Kalighat Metro station, Nonapukur tram depot, Kumartuli, Howrah Bridge, Victoria Memorial, old houses of North Kolkata and others. The climax, which takes place on the night of Vijayadashami (the last day of Durga Puja), was shot on the night of Vijayadashami in the premises of a Barowari (publicly organised) Durga Puja celebration in the Ballygunge neighbourhood of Kolkata. Most of the crowd in the climax were not actors. Some actors mingled with the crowd engaged in Sindoor khela—their job was to appreciate the camera angles and accordingly apply sindoor (vermilion) on Vidya's face so that accidental exposure of her eyes to sindoor could be avoided.
Ghosh chose the guest house in which the protagonist stays after noticing it during his visit to a neighbouring hotel in April 2010. He booked it for 10 days for ₹40,000 (US\$500), and requested the guest-house employees to keep the shooting schedule a secret. Choosing a room with windows overlooking a busy road, he proceeded to give it an old-fashioned look by replacing the windows' designer grilles with old-fashioned wooden ones, and by painting the room with some rough patches.
## Themes and influences
After Ishqiya (2010), No One Killed Jessica (2011) and The Dirty Picture (2011), Kahaani was Vidya's fourth woman-centric film to win widespread praise for her unconventional approach to portraying strong female roles. According to Zee News, Kahaani is a woman's film about "role reversals, breaking of stereotypes, turning clichés inside out, a woman's journey, and the way she carves a niche for herself in the male-dominated mentalscape of the society." Trisha Gupta of The Indian Express also finds feminist themes in the film. For Ghosh, one aspect of his project "is a study of motherhood"; the instinct of a mother to protect her baby inspired him to develop the story.
A recurring theme is the fleeting hint of romance between Rana and Vidya. Ghosh said that this delicate romance was "the most progressive thing" in the film—a suggestion that a man could fall in love with a pregnant woman. The director explained that the boy was initially "fascinated by someone who is literally a hero in his eyes", as Rana was awed by the computer skills of Vidya. Gradually, the fascinated boy moves into a zone where he tries to protect her.
Some reviewers note that a major protagonist is Kolkata itself, which is "brimming with warm, sympathetic inhabitants". A review in Rediff.com notes that the director pays a "fond yet understated tribute" to the city by incorporating imagery such as "yellow taxis, leisurely trams, congested traffic, claustrophobic metros, dilapidated brick houses, tapering alleys, rajnigandhas, lal paad saris, piping hot luchis". According to the reviewer, Kahaani did not depend on the tropes of Kolkata culture typically used in Bollywood film—"O-emphasizing accent, dramatic play of conch shells, rasgulla/mishti doi excesses." The director acknowledges that Kolkata "becomes a central character" of the film. Gautaman Bhaskaran, writing for Gulf Times, notes that Kolkata imagery was polished up in the film; noted Bengali director Srijit Mukherji argues that the portrayal of the city in Kahaani was akin to a "Lonely Planet exotica" on the city. Uddalak Mukherjee of The Telegraph explains that Kolkata in Kahaani was cosmetic and lacked a deep menacing presence. Mukherjee argues the depiction of the city never matches the level of Satyajit Ray's Calcutta trilogy, where "aided by bloodshed, greed and decadence, ...Calcutta ..., even though a place of dreams, desires and hope, slides irreversibly into chaos, anxiety and a moral crisis, taking its residents with it".
Durga Puja, the autumnal festival to worship goddess Durga, plays a prominent role in the story. The allegorical yearly return of goddess Durga to slay the demon Mahishasura is alluded to at the end of the film. According to Uddalak Mukherjee of The Telegraph, "Durga Puja, with its paraphernalia of idols, immersion processions, pandals, even an entire crowd of women draped in white saris with red borders, is central to the film's ... visual aesthetic." A review in Rediff.com praised the depiction of the festivities in Kolkata, a city well known for its celebration of Durga Puja.
Ghosh acknowledges the allusions to Ray's films. In one scene, Vidya asks the manager of the guest house why there is no hot water although the signboard had claimed "running hot water". The manager explains that the sign refers for his errand boy, who runs to deliver hot water in a kettle whenever required. This alludes to a similar scene in Ray's Joi Baba Felunath (1979). In an interview with The Telegraph, Ghosh says that the way Vidya looks out and moves from window to window in the guest-house room is reminiscent of Ray's Charulata (1964), where the actress Madhabi Mukherjee enjoys glimpses of the outside world through the blinds of windows. He also acknowledges the influence of Mahanagar (1963), another Ray film noted for its portrayal of Kolkata. According to the director, he was inspired by particular scenes of Ray's Nayak (1966) to plan the portrayal of complex emotional issues between Vidya and the police officer Rana, especially Rana's awe in the presence of Vidya. Ghosh expresses his inspiration from Ray's Aranyer Dinratri (1970) in which Ray "wanted the audience to be inside the car with the four guys all the time. So the camera never leaves the car." Ghosh shot a similar scene, hoping the audience would become "like Vidya's fellow passenger."
Besides Ray's films, Ghosh also admits inspiration from what he calls "visually striking" films of the 1970s and 1980s, such as Deewaar (1975). Critics have compared the fake-pregnancy twist of Kahaani with the 2004 American psychological thriller Taking Lives. The sequences towards the end that explain the missing pieces of the mystery were compared with The Usual Suspects (1995). Ghosh writes that the film was heavily influenced by the colour scheme of the Pratima Visarjan, a c.1915 watercolour by the Bengal School artist Gaganendranath Tagore.
## Soundtrack
The film score is composed by Clinton Cerejo, whereas the soundtrack album is composed by Vishal–Shekhar, and the lyrics for the film's six songs were written by Vishal Dadlani, Anvita Dutt and Sandeep Srivastava. Several of R. D. Burman's Hindi and Bengali compositions were used in the background. The album was released on 13 February 2012, subsequently on the digital music platform Apple iTunes India since its inception from mid-2012.
The soundtrack received positive reviews, and was praised for its amalgamation of Bengali and Hindi lyrics. A review in CNN-IBN states that the song "Ami Shotti Bolchi" is able to partially convey the feel of Kolkata, and that the soundtrack "features right voices with the overall mood of the album". Mumbai Mirror rated the album with 3 stars out of 5. Reviewing the soundtrack for The Times of India, Anand Vaishnav commented that "Kahaani, as an album, stays honest to the theme of the film".
## Marketing and release
Kahaani's first-look poster was launched on 2 December 2011, and the official trailer on 5 January 2012. The poster, portraying a pregnant Vidya Balan and lacking any romantic element, was well received. Critics' expectations were low, owing to the director's previous box-office failures. Vidya appeared in public with a prosthetic belly to promote the film, and mingled with the public in railway stations, bus stands and markets. She often carried a sketch of her on-screen missing husband, and asked people to help in finding him. Social-networking website Ibibo.com developed an online game, The Great Indian Parking Wars, which required players to park Vidya's taxi on a street; it was well-received, reaching 50,000 hits in 10 days.
On 5 March 2012, prior to release, Kolkata Metro authorities objected to a scene in which Vidya is pushed by a man onto the tracks as a train arrives. They requested that the scene be removed, as it would remind people of the past suicides, which had tarnished the railway's image. The filmmakers screened the scene for the authorities and explained that nothing in the film would affect the image of the Metro or prompt people to commit suicide. Convinced, the officials withdrew their objections, and the scene was retained, although it was removed from trailers.
Kahaani was released on 9 March 2012, a day after International Women's Day. It played on 1100 screens worldwide. CNN-IBN reported that although Kahaani was ready before The Dirty Picture, distributors deferred its release, fearing that Vidya's role of a sexy siren (in The Dirty Picture) after that of a pregnant woman might not be received well. STAR TV bought the exclusive right to broadcast the film for a price of ₹80 million (US\$1.0 million),[^1] which was the highest-ever price paid for a female-centric film in India. The Indian television premiere of the film was on Star India's channel Movies OK on 3 June 2012. The DVD of the film was released on 17 May 2012 across all regions in a one-disc pack in NTSC format. Distributed by Shemaroo Entertainment, it contained additional content, such as behind-the-scene footage, video of celebration parties after its theatrical release, and music videos of the songs of the film. The VCD and Blu-ray versions were released at the same time. The film is also available on Netflix.
## Reception
### Critical response
Kahaani received critical acclaim. According to review aggregator Review Gang the film received a rating of 7.5 out of 10, based on the reviews by professional critics. Good word of mouth publicity played a part in its popularity besides the positive reviews. The Telegraph called the film "a mind-juggling medley of manipulation masquerading as a 'mother of a story'". Taran Adarsh of Bollywood Hungama gave the film 4 out of 5 stars, and praised Vidya's acting. The Times of India commented "Once again, a 'pregnant' Vidya, ironically displays more 'male ornaments' ... than most heroes." The reviews in Rediff, Indo Asian News Service, CNN-IBN, Zee News, Hindustan Times, and The Hindu were unanimously positive, and noted script, direction, cinematography, and acting as strong points of the film. Noted film actress and multiple National Award winner Shabana Azmi lauded Vidya for her performance,"As an actor, I could see she [Vidya] was making all the right moves throughout the film. There was not a single artificial note in her performance." Russell Edwards, the reviewer for Variety, praised the cast, cinematography, and direction, and commented that despite occasional glitches, the "adroit thriller ... maintains momentum and credibility."
Many reviewers criticised the film's climax and certain features, feeling that they deviated from its general style. Rituparna Chatterjee of CNN-IBN noted that the climax of the film was a "huge dampener" and explained, "The diabolic twist at that juncture got underplayed ... What follows is a sobfest ... the apologetic explanation of why she does what she does. Justifying her action comes across more as an effort to appease the Indian morality". The Outlook review noted, "At times, Kahaani is too clever, at others extremely pedestrian like in the depiction of computer hacking and IB operations, not to speak of the ludicrous terrorist angle and the all-too predictable Durga Puja setting for that mythology tie-in." It adds that the "spoon-feeding" of reasons at the end dampens the intrigue factor. The review in Yahoo! India comments that the Durga metaphor at the end was enforced, and that the film over-indulged in Bengali stereotypes. Gautaman Bhaskaran, in his review in Gulf Times, noted that the sometimes-handheld photography was "as irksome as the plot with a sleuth too many and cops galore."
### Box office
Though Kahaani received critical acclaim, it was a slow starter at the box office, opening to a poor response on the first day, but gradually picking afterwards. According to The Telegraph, the film earned almost ₹20 million (US\$250,000) from the state of West Bengal within the first three days of its release. At multiplexes in Kolkata, occupancy increased from 47% on Friday 9 March, the day of release, to 77% on 10 March and to around 97% on 11 March. Box Office India, a website on Indian film trade, reported that the film collected nearly ₹240 million (US\$3.0 million) in its first week, well beyond its production cost of ₹80 million (US\$1.0 million). It grossed ₹190 million (US\$2.4 million) in second week to make a two-week total of around ₹430 million (US\$5.4 million) in India; this led Box Office India to declare the film a "Super Hit". The film was successful in the international box office as well, garnering ₹80 million (US\$1.0 million) within 10 days of its release in seven markets—UK, US, UAE, Australia, New Zealand, Malaysia and Pakistan, according to Bollywood Hungama, a film-related website. By the third week, according to CNN-IBN, it had grossed ₹750 million (US\$9.4 million), including India and overseas market. Hindustan Times reported that Kahaani made a worldwide gross of ₹1,044 million (US\$13 million) within 50 days of its release.
## Accolades
Kahaani was nominated for, and won, many awards. The 58th Filmfare Awards nominated the film for six of their categories, where it won five, including Best Actress for Vidya and Best Director for Ghosh. Kahaani received thirteen nominations at the 19th Colors Screen Awards, and won five, including Best Actress and Best Story. At the 14th Zee Cine Awards, Kahaani won five awards, including Best Film (Critics) and Best Actress (Critics), out of fifteen nominations. At the 2013 Stardust Awards ceremony, Kahaani was announced Hottest Film of the Year while Vidya received for the Best Actress in a Thriller or Action. Kahaani was awarded the Most Entertaining Film of the Year at the 3rd ceremony of the BIG Star Entertainment Awards. At the 60th National Film Awards, Ghosh won Best Screenplay (Original), Namrata Rao won Best Editing, and Nawazuddin Siddiqui won a Special Jury award.
## Remakes
Two remakes of Kahaani were released in 2014: a Telugu remake titled Anaamika, and its Tamil version Nee Enge En Anbe, both directed by Sekhar Kammula and featuring Nayantara as the lead character. An English-language remake, entitled Deity, will be directed by the Danish director Niels Arden Oplev and produced by Yashraj Films, with production scheduled to begin in 2015.
## Impact
Following Kahaani's success, Kolkata became a preferred destination for Bollywood filmmakers. They felt the landscapes of Mumbai and Delhi were overused for several decades, while Kolkata retained its unique visuals such as metro trains, rickety trams, hand-pulled rickshaws, dingy bylanes, palatial mansions, dilapidated houses of North Kolkata, roadside eateries, ghats of river Ganga, British-era buildings, restaurants and iconic structures and areas including Howrah Bridge, Kalighat Temple, Nakhoda Mosque, Kumortuli idol-making district and Victoria Memorial.
Monalisa Guest House, the lodge which hosted Vidya Bagchi in the film, became a local attraction. Several hundreds have visited it since the film's release, to the extent that the owners planned to increase tariffs and renovate the rooms around a Kahaani theme.
The potbellied contract killer Bob Biswas became an Internet phenomenon, the subject of several jokes and pieces of pop art, which circulated through Facebook and Twitter. "Nomoshkar, Aami Bob Biswas... Ek minute?" ("Hello, I am Bob Biswas... do you have a minute?")—the monologue he repeatedly uses just before murdering his victims—was used in different memes. A graphic novel and a television show based on Bob Biswas were being planned, as of March 2012,
## Future
### Kahaani 2: Durga Rani Singh
In March 2012, Sujoy Ghosh announced that he intended to develop Kahaani into a series. He was inspired by Satyajit Ray's Feluda detective series and wanted to continue the stories of Vidya Bagchi on similar lines, with Vidya Balan reprising the role. The shooting of Kahaani 2 was scheduled to begin in 2013, but in July 2013 differences arose between Sujoy Ghosh and other co-producers. In February 2014, Vidya announced that the sequel was not happening due to these differences, but two years later, Ghosh confirmed that the film was in pre-production with Vidya set to reprise her role. The sequel, entitled Kahaani 2, began filming in March 2016 with Vidya and Arjun Rampal in lead roles, and was released on 2 December 2016. The producers indicated plans to release a second sequel.
### Bob Biswas
Bob Biswas, a spin-off to Kahaani, is a 2021 Indian Hindi-language crime thriller film produced by Red Chillies Entertainment. The film, starring Abhishek Bachchan as Bob Biswas and Chitrangada Singh as his wife, premiered on 3 December 2021 on ZEE5. This film is the directorial debut of Diya Annapurna Ghosh, daughter of Sujoy Ghosh who directed Kahaani''.
### Kahaani 3: Laila Kumar
[^1]: |
47,974 | Dr. No (novel) | 1,165,501,405 | 1958 novel by Ian Fleming | [
"1958 British novels",
"British novels adapted into films",
"Dr. No (film)",
"James Bond books",
"Jonathan Cape books",
"Novels adapted into radio programs",
"Novels by Ian Fleming",
"Novels set in Jamaica",
"Novels set in swamps"
]
| Dr. No is the sixth novel by the English author Ian Fleming to feature his British Secret Service agent James Bond. Fleming wrote the novel in early 1957 at his Goldeneye estate in Jamaica. It was first published in the United Kingdom by Jonathan Cape on 31 March 1958. The novel centres on Bond's investigation into the disappearance in Jamaica of two fellow MI6 operatives. He establishes that they had been investigating Doctor No, a Chinese operator of a guano mine on the fictional Caribbean island of Crab Key. Bond travels to the island and meets Honeychile Rider and later Doctor No.
The novel began as a 1956 screenplay for the producer Henry Morgenthau III for a proposed television show entitled Commander Jamaica. When those plans foundered, Fleming adapted the ideas as the basis for a novel, provisionally titled The Wound Man. The book's eponymous villain was influenced by Sax Rohmer's Fu Manchu stories.
Dr. No was the first of Fleming's novels to face widespread negative criticism in Britain; Paul Johnson of the New Statesman dismissed the book as one of "Sex, Snobbery and Sadism". When released on the American market it was received more favourably. Dr. No was serialised in the Daily Express, first in an abridged story form and later as a comic strip. The story was adapted in 1962 as the first film in the Bond series, with Sean Connery in the lead role; in 2008 BBC Radio 4 broadcast a version with Toby Stephens as Bond.
## Plot
After recovering from serious poisoning inflicted by the SMERSH agent Rosa Klebb (in From Russia, with Love) the MI6 agent James Bond is sent by his superior, M, on an undemanding mission to the British colony of Jamaica. He is instructed to investigate the disappearance of Commander John Strangways, the head of MI6's Station J in Kingston, and his secretary. Bond is briefed that Strangways had been investigating the activities of Doctor Julius No, a reclusive Chinese-German who lives on the fictional island of Crab Key and runs a guano mine. The island has a colony of roseate spoonbills at one end while local rumour is that a vicious dragon also lives there. The spoonbills are protected by the American National Audubon Society, two of whose representatives died when their plane crashed on No's airstrip.
On his arrival in Jamaica, Bond soon realises that he is being watched. His hotel room is searched, a basket of poisoned fruit is delivered to the room—supposedly a gift from the colonial governor—and a deadly centipede is placed in his bed while he is sleeping. With the help of an old friend, Quarrel, Bond surreptitiously visits Crab Key to establish whether there is a connection between No and the disappearance of the MI6 personnel. Bond and Quarrel meet Honeychile Rider, who is there to collect valuable shells. Bond and Rider are captured by No's men after Quarrel is burned to death by the doctor's "dragon"—a flamethrowing, armoured swamp buggy designed to keep away trespassers. Bond and Rider are taken to a luxurious facility carved into the mountain.
No tells Bond that he is working with the Russians and has built an elaborate underground facility from which he can sabotage US test missiles launched from Cape Canaveral. He had previously been a member of a Chinese tong, but after he stole a large sum of money from their treasury, he was captured by the organisation. The tong's leaders had No's hands cut off as a warning to others, and then shot him. Because No's heart was on the right side of his body, the bullet missed it and he survived.
Interested in the ability of the human body to withstand and survive pain, No forces Bond to navigate his way through an obstacle course constructed in the facility's ventilation system. Bond is kept under observation as he suffers electric shocks, burns and an encounter with large, venomous spiders. Bond's ordeal ends in a fight with a captive giant squid, which he defeats by using improvised weapons. After his escape he encounters Rider, who had been pegged out to be eaten by crabs; they had ignored her and she managed to escape.
Bond kills No by taking over the guano-loading machine at the docks and diverting the flow of guano to bury him alive. Bond and Rider then escape from No's complex in the "dragon" buggy, sail back to Jamaica and notify the colonial authorities.
## Background and writing history
In June 1956 the author Ian Fleming began a collaboration with the producer Henry Morgenthau III on a planned television series, Commander Jamaica, which was to feature the Caribbean-based character James Gunn. When the project foundered, and Fleming could not fashion a new plot for his next Bond novel, he used the idea as the basis for Dr. No. By January 1957 he had published four Bond novels in successive years from 1953—Casino Royale, Live and Let Die, Moonraker and Diamonds Are Forever. A fifth, From Russia, with Love, was being edited and prepared for publication. That month Fleming travelled to his Goldeneye estate in Jamaica to write Dr. No. He followed his usual practice, which he later outlined in Books and Bookmen magazine: "I write for about three hours in the morning ... and I do another hour's work between six and seven in the evening. I never correct anything and I never go back to see what I have written ... By following my formula, you write 2,000 words a day." By the time he returned to London in late February, he had completed a 206-page first draft, which he initially titled The Wound Man.
Although Fleming did not date the events within his novels, John Griswold and Henry Chancellor—both of whom wrote books for Ian Fleming Publications—have identified different timelines based on episodes and situations within the novel series as a whole. Chancellor put the events of Dr. No in 1956; Griswold is more precise, and considers the story to have taken place that February and March.
As with his four previous novels, Fleming originated the concept of the front cover design; he considered Honeychile Rider to have a Venus-like quality when introduced in the book and wanted this emphasised on the cover. When commissioning Pat Marriott to illustrate the cover, he instructed that she was shown on a Venus elegans shell.
Prior to the release of Dr. No—and unconnected with the book itself—Bernard Bergonzi, in the March 1958 issue of Twentieth Century, attacked Fleming's work as containing "a strongly marked streak of voyeurism and sado-masochism" and that the books showed "the total lack of any ethical frame of reference". The article also compared Fleming unfavourably to John Buchan and Raymond Chandler in both moral and literary measures. The writer Simon Raven, while appreciating Bergonzi had produced a "quiet and well-argued article", thought the critic's conclusion was naïve, and asked "Since when has it been remarkable in a work of entertainment that it should lack a specific 'ethical frame of reference'?" Raven continued, saying Fleming "by reason of his cool and analytical intelligence, his informed use of technical facts, his plausibility, sense of pace, brilliant descriptive powers and superb imagination, provides sheer entertainment such as I, who must read many novels, am seldom lucky enough to find".
## Development
### Plot inspirations
In March 1956 Fleming and his friend Ivar Bryce accompanied Robert Cushman Murphy (of the American Museum of Natural History) and Arthur Stannard Vernay (of the Flamingo Protection Society) on a trip to a flamingo colony on Great Inagua in the south of the Bahamas. The colony was 100 square miles (260 km<sup>2</sup>) of dense mangrove swamp and salt flats, home to flamingos, egrets and roseate spoonbills; the location inspired Crab Key. Much of the travel overland on Great Inagua was by a swamp vehicle, a Land Rover fitted with over-large tyres that became the model for the "dragon" used in the story.
Fleming's inspiration for the Doctor No character was Sax Rohmer's villain Dr Fu Manchu, who featured in books Fleming had read and enjoyed in earlier years. Aspects of the plot were influenced by Rohmer's work, and Winder observes that the use of the centipede was "a straight steal" from a Fu Manchu novel; other devices from Rohmer's novels included Doctor No's secret lair and the use of the mad scientist trope.
After Diamonds Are Forever was published in 1956, Fleming received a letter from Geoffrey Boothroyd, a Bond enthusiast and gun expert, who criticised the author's choice of firearm for Bond. Boothroyd suggested that Bond should swap his Beretta for a Walther PPK 7.65 mm, an exchange that made it to the novel.
> I wish to point out that a man in James Bond's position would never consider using a .25 Beretta. It's really a lady's gun—and not a very nice lady at that! Dare I suggest that Bond should be armed with a .38 or a nine millimetre—let's say a German Walther PPK? That's far more appropriate.
Boothroyd also gave Fleming advice on the Berns-Martin triple draw shoulder holster and a number of the weapons used by SMERSH and other villains. In thanks, Fleming gave the MI6 Armourer the name Major Boothroyd in Dr. No and M introduces him to Bond as "the greatest small-arms expert in the world".
As he had done in his previous novels, Fleming borrowed names from his friends and associates to use in his book; Ivar Bryce's housekeeper, May Maxwell, became Bond's Scottish "treasure" May. One of Fleming's neighbours in Jamaica, and later his lover, was Blanche Blackwell: Fleming named the guano-collecting ship in Dr. No as Blanche. His friend Patricia Wilder found that her nickname of Honey Chile was used for the novel's main female character, and John Fox-Strangways—a friend from the gentlemen's club White's—saw part of his surname being used for the name of the MI6 station chief in Jamaica. Fleming also used the physical descriptions of people he knew; Quarrel, who previously appeared in the novel Live and Let Die, was based on a Jamaican fisherman who often took Fleming shark fishing.
### Characters
In Dr. No, for the first time in the Bond novels, there is friction between Bond and M, brought about because Bond was nearly killed by the SMERSH agent Rosa Klebb in From Russia, with Love. M orders Bond to use a new gun and sends him on a holiday assignment, which Bond resents. The writer Raymond Benson—who later wrote a series of Bond novels—sees M at his most authoritarian in Dr. No, punishing Bond in terms of both stripping him of his gun and then sending him on what both Bond and M considered at first to be a "soft" assignment.
Honeychile Rider is one of three women in the Bond canon who have been scarred by rape. This follows a pattern where the women Bond comes across are somehow different to the norm, although the cultural historian Jeremy Black points out that this gives Bond an opportunity to help and save both Rider and the others. Other female characters in the Bond series have flaws, and Rider has a broken nose—the result of the rape she suffered. The cultural historians Janet Woollacott and Tony Bennett, in their analysis of the roles of women in the Bond novels, consider that Rider is "not archetypically feminine", but is "constructed according to the formula 'equal but yet subordinate'." Rider is described in the book as having buttocks like a boy, which brought a response from Fleming's friend Noël Coward that "I was also slightly shocked by the lascivious announcement that Honeychile's bottom was like a boy's. I know that we are all becoming more broadminded nowadays, but really old chap what could you have been thinking of?"
Black, reviewing all the villains in the series, wrote:
> Fleming did not use class enemies for his villains, instead relying on physical distortion or ethnic identity ... Furthermore, in Britain foreign villains used foreign servants and employees ... This racism reflected not only a pronounced theme of interwar adventure writing, such as the novels of [John] Buchan, but also widespread literary culture.
Dr. No is physically disfigured, like many of Bond's later adversaries; No is 6 feet 6 inches (1.98 m) tall, with steel pincers for hands and has dextrocardia. Bond describes him as "a giant venomous worm wrapped in grey tin-foil". Benson considers that No is "a wickedly successful villain", the best since Hugo Drax in Moonraker, while Time thought No to be "one of the less forgettable characters in modern fiction".
Quarrel was Fleming's idealised concept of a black person, and the character was based on his genuine liking for Jamaicans, whom he saw as "full of goodwill and cheerfulness and humour". The relationship between Bond and Quarrel was based on a presumption of Bond's superiority. Fleming described the relationship as "that of a Scots laird with his head stalker; authority was unspoken and there was no room for servility". Winder considers the scenes with Quarrel to be "embarrassingly patronising but nonetheless hypnotic".
## Style
In From Russia, with Love Fleming experimented with an unusual narrative structure that saw Bond's entry into the story delayed until chapter eleven. For Dr. No he returned to the conventional form with which he felt comfortable—that of the thriller writers of the early 20th century. As a result, the story's villain is closer to the intellectual "gentleman crook" of the golden age of detective fiction, and the novel's focus is on action at the expense of character development and depth of plot.
Benson describes the "Fleming Sweep" as taking the reader from one chapter to another using "hooks" at the end of chapters to heighten tension and pull the reader onto the next. He feels that the "Fleming Sweep briskly propels the plot" of Dr. No through chapters that are longer than in previous Bond novels; Black also likes Dr. No's pacing, despite considering it inconsistent in places. Winder believes that the novel's plotting is chaotic, although he still feels the book "can be read over and over again with immense pleasure".
Fleming used known brand names and everyday details to produce a sense of realism, which the writer Kingsley Amis calls "the Fleming effect". Amis describes "the imaginative use of information, whereby the pervading fantastic nature of Bond's world ... [is] bolted down to some sort of reality, or at least counter-balanced." The journalist and writer Matthew Parker sees the novel as "the most fantastical, gothic and melodramatic; and at times frankly, even knowingly, over the top", while Black considers the fantastic element of Doctor No's underground lair to be a "weak" and "bizarre" part of the story. When the writer Raymond Chandler reviewed the novel, he thought "that the long sensational business which is the heart of the book not only borders on fantasy. It plunges in with both feet. Ian Fleming's impetuous imagination has no rules." Writing in 1963, Fleming acknowledged his plots were "fantastical while often being based in truth. They go wildly beyond the probable but not, I think, beyond the possible".
## Themes
Two main themes run through Dr. No: the meaning of power; and the concept of friendship and loyalty. Bond talks about the meaning of power with several villains in the series. His conversation with Doctor No reveals that the latter believes it can only be secured through the privacy required to maintain the sovereignty of his island. No quotes Carl von Clausewitz's first principle—about having a secure base from which to operate—in support of his argument. According to Panek, in his examination of 20th century British spy novels, Dr. No "shows a shift towards emphasizing the intellect and organizing power of the individual", as opposed to a group or nation. Black considers that although it is American assets that are under threat from the Soviet Union, it is British power, through the British agent, that concludes the issue. This is reinforced at the end of the book, when a Royal Navy warship is despatched to the island. In Black and Parker's views, the display of power projection by Britain, with no assistance from the United States, portrayed the British Empire as an enduring force.
The concept of friendship and loyalty is the second major theme. The relationship between Bond and Quarrel, the Cayman Islander, is mutually felt. According to Lindner, Quarrel is "an indispensable ally" who had assisted Bond in Live and Let Die. Benson sees no racial discrimination in the relationship between the two men and acknowledges that Bond feels genuine remorse and sadness at Quarrel's death.
## Publication and reception
### Publication history
Dr. No was released on 31 March 1958 in the UK as a hardcover edition by the publishers Jonathan Cape. A paperback edition was issued by Pan Books in February 1960; over 115,000 copies were sold that year. The first American edition was published in June 1958 by Macmillan under the name Doctor No. The largest boost in sales of the novel came in 1962 with the release of the film adaptation. In the seven months after the picture's release, 1.5 million copies of the book were sold. In 1964 the novel was serialised in France-Soir for the French market, which led to increased sales of Bond works in that country; 480,000 French-language copies of the six Bond novels were sold that year. Since its initial publication the book has been issued in numerous hardback and paperback editions, translated into several languages and has never been out of print.
In 2023 Ian Fleming Publications—the company that administers all Fleming's literary works—had the Bond series edited as part of a sensitivity review to remove or reword some racial or ethnic descriptors. The rerelease of the series was for the 70th anniversary of Casino Royale, the first Bond novel.
### Reviews
For the first time in the Bond series, Fleming encountered harsh criticism. The most virulent came from Paul Johnson of the New Statesman, who opened his review, "Sex, Snobbery and Sadism", with: "I have just finished what is, without doubt, the nastiest book I have ever read". He went on to say that "by the time I was a third of the way through, I had to suppress a strong impulse to throw the thing away". Although he recognised that Bond represented "a social phenomenon of some importance", he saw this as a negative element, as the phenomenon concerned "three basic ingredients in Dr. No, all unhealthy, all thoroughly English: the sadism of a schoolboy bully, the mechanical, two-dimensional sex-longings of a frustrated adolescent, and the crude, snob-cravings of a suburban adult". Johnson saw no positives in Dr. No, saying that "Mr Fleming has no literary skill, the construction of the book is chaotic, and entire incidents and situations are inserted, and then forgotten, in a haphazard manner."
Maurice Richardson, of The Observer, considered the novel "the usual sado-masochistic free-for-all, plus octopuses". The unnamed critic in The Manchester Guardian referred to Johnson's "sex, snobbery and sadism" complaint. They highlighted the "sinister ... cult of luxury for its own sake", with Bond's enjoyment of branded and bespoke products, but disagreed with part of Johnson's summary that the novel was a sign of moral decay; rather, "we should be grateful to Mr. Fleming for providing a conveniently accessible safety-valve for the boiling sensibility of modern man." This reviewer also conceded that while "the casualties take place on a somewhat narrower front than usual, they are heavy". In April 1958, Fleming wrote to The Manchester Guardian in defence of his work, referring to both that paper's review of Dr. No and the article in The Twentieth Century. Fleming partly accepted the criticism concerning the exclusivity of Bond's objects, such as cigarettes and food, but defended it on the basis that "I had to fit Bond out with some theatrical props". These included his cocktail, ("The Vesper") and Bond's diet. Fleming called these devices "vulgar foibles" which he was saddled with, although maybe, he suggested, "Bond's luxury meals are simply saying 'no' to toad-in-the-hole and tele-bickies."
Writing in The Times Literary Supplement, Philip Stead was more generous to Dr. No. Despite thinking that Fleming was offering "too opulent a feast" with the book, Stead argued that Fleming managed to pull this off, where "a less accomplished writer ... would never have got away with this story." Raymond Chandler reviewed the novel for The Sunday Times and praised as "masterly" Fleming's depiction of colonial Kingston in the first chapter. Chandler admired Fleming's writing, which had "an acute sense of pace. ... You don't have to work at Ian Fleming. He does the work for you."
The reviewer for Time acknowledged the critical storm around Fleming and Dr. No, but was broadly welcoming of the book, writing that while "not all readers will agree that Dr. No ... is magnificent writing, ... pages of it, at least, qualify for Ezra Pound's classic comment on Tropic of Cancer: 'At last, an unprintable book that is readable'." In The New York Times, Anthony Boucher—described by Fleming's biographer John Pearson as "throughout an avid anti-Bond and an anti-Fleming man"—was again damning of Fleming's work, saying "it's harder than ever to see why an ardent coterie so admires Ian Fleming's tales". Benson described Boucher's critique as "true to form" and "a tirade" as Boucher concluded his review by saying: "it is 80,000 words long, with enough plot for 8,000 and enough originality for 800."
Glendy Culligan of The Washington Post described the novel as a "thin little whodunit which rocked the British Empire and shook the English Establishment", adding "Bully for it!" Culligan admitted that "Confidentially though, we enjoyed Dr. No, and if this be sick, sick, sick, gentlemen, make the most of it." James Sandoe in his book review for The New York Herald Tribune was very positive about Dr. No and thought that it was "the most artfully bold, dizzyingly poised thriller of the decade. You'd much better read it than read about it."
The writer Simon Winder believes that because Fleming was writing about Jamaica, the result was "perhaps the most attractive of all the Bond books—the most relaxed, the most fiendish, the most confident". According to the literary analyst LeRoy L. Panek, in his examination of 20th century British spy novels, Fleming knew his outdated view of Jamaica would soon be overtaken by events—as evidenced by the novel's description of how the Queen's Club would be lost during independence struggles. According to the cultural historian Michael Denning, this acknowledgement of the end-of-empire leads to a "sense of doom" that is the result of "a shadow of real history hanging over the stories".
## Adaptations
Dr. No was serialised in The Daily Express from 19 March to 1 April 1958. In 1960 the novel was adapted as a daily comic strip in the paper and was syndicated worldwide. The strip, which ran from May to October, was written by Peter O'Donnell and illustrated by John McLusky. It was reprinted in 2005 by Titan Books as part of the Dr. No anthology that also includes Diamonds Are Forever and From Russia, with Love. In 1962 the American men's magazine Stag serialised the story, renaming it as "Nude Girl of Nightmare Key".
The film Dr. No was released in 1962, produced by Albert R. Broccoli and Harry Saltzman, and directed by Terence Young. It was the first Bond film in the Eon Productions series; Sean Connery portrayed Bond, with Joseph Wiseman as Doctor No and Ursula Andress as Honeychile Rider, renamed Honey Ryder. Although the story follows the same general storyline, there are some changes: the film shows No to be an operative of the fictional crime organisation SPECTRE and his island fortress is nuclear-powered; No is killed not by a surge of guano, but by drowning in reactor coolant. The novel was dramatised for BBC Radio 4 in May 2008. The actor Toby Stephens played Bond, while No was played by David Suchet. |
151,686 | Galaxy Science Fiction | 1,163,247,609 | American magazine (1950–1980) | [
"1950 establishments in the United States",
"Defunct digests",
"Defunct science fiction magazines published in the United States",
"Galaxy Science Fiction",
"Magazines disestablished in 1980",
"Magazines disestablished in 1995",
"Magazines established in 1950",
"Magazines established in 1994",
"Magazines published in Boston",
"Science fiction digests",
"Science fiction magazines established in the 1950s"
]
| Galaxy Science Fiction was an American digest-size science fiction magazine, published in Boston from 1950 to 1980. It was founded by a French-Italian company, World Editions, which was looking to break into the American market. World Editions hired as editor H. L. Gold, who rapidly made Galaxy the leading science fiction magazine of its time, focusing on stories about social issues rather than technology.
Gold published many notable stories during his tenure, including Ray Bradbury's "The Fireman", later expanded as Fahrenheit 451; Robert A. Heinlein's The Puppet Masters; and Alfred Bester's The Demolished Man. In 1952, the magazine was acquired by Robert Guinn, its printer. By the late 1950s, Frederik Pohl was helping Gold with most aspects of the magazine's production. When Gold's health worsened, Pohl took over as editor, starting officially at the end of 1961, though he had been doing the majority of the production work for some time.
Under Pohl Galaxy had continued success, regularly publishing fiction by writers such as Cordwainer Smith, Jack Vance, Harlan Ellison, and Robert Silverberg. Pohl never won the annual Hugo Award for his stewardship of Galaxy, winning three Hugos instead for its sister magazine, If. In 1969 Guinn sold Galaxy to Universal Publishing and Distribution Corporation (UPD) and Pohl resigned, to be replaced by Ejler Jakobsson. Under Jakobsson the magazine declined in quality. It recovered under James Baen, who took over in mid-1974, but when he left at the end of 1977 the deterioration resumed, and there were financial problems—writers were not paid on time and the schedule became erratic. By the end of the 1970s, the gaps between issues were lengthening, and the title was finally sold to Galileo publisher Vincent McCaffrey, who brought out only a single issue in 1980. A brief revival as a semi-professional magazine followed in 1994, edited by H. L. Gold's son, E. J. Gold; this lasted for eight bimonthly issues.
At its peak, Galaxy greatly influenced the science fiction genre. It was regarded as one of the leading science fiction magazines almost from the start, and its influence did not wane until Pohl's departure in 1969. Gold brought a "sophisticated intellectual subtlety" to magazine science fiction according to Pohl, who added that "after Galaxy it was impossible to go on being naive." SF historian David Kyle agreed, commenting that "of all the editors in and out of the post-war scene, the most influential beyond any doubt was H. L. Gold". Kyle suggested that the new direction Gold set "inevitably" led to the experimental New Wave, the defining science fiction literary movement of the 1960s.
## Publication history
The first science fiction (sf) magazine, Amazing Stories, appeared in 1926. By the end of the 1930s, the genre was flourishing in the United States, but World War II and its resulting paper shortages led to the demise of several magazines. In the late 1940s, the market began to recover. From a low of eight active US magazines in 1946, the field expanded to 20 just four years later. Galaxy's appearance in 1950 was part of this boom. According to sf historian and critic Mike Ashley, its success was the main reason for a subsequent flood of new releases: 22 more science fiction magazines appeared by 1954, when the market dipped again as a side effect of US Senate hearings into the putative connection between comic books and juvenile delinquency.
### Origins and 1950s
H. L. Gold, Galaxy's first editor, had worked at Standard Magazines in the early 1940s as an assistant editor, reading for Standard's three science fiction pulps: Startling Stories, Thrilling Wonder, and Captain Future. With the advent of the war, Gold left publishing and went into the army, but in late 1949 he was approached by Vera Cerutti, who had once worked for him. Cerutti was now working for a French-Italian publisher, Éditions Mondiales Del Duca founded by Cino Del Duca, that had opened an office in New York as World Editions. She initially asked Gold for guidance on how to produce a magazine, which he provided. World Editions took a heavy loss on Fascination, its first attempt to launch a US magazine, and Cerutti returned to Gold asking for recommendations for new titles. Gold knew about The Magazine of Fantasy & Science Fiction, a digest launched in the fall of 1949, but felt that there was still room in the market for another serious science fiction magazine. He sent a prospectus to World Editions that included a proposal for a series of paperback sf novels as well as a periodical, and proposed paying three cents a word, an impressively high rate, given that most competing magazines were paying only one cent a word. World Editions agreed, hired Gold as the editor, and the first issue appeared in October 1950. The novel series subsequently appeared as Galaxy Science Fiction Novels.
Gold initially suggested two titles for the magazine, If and Galaxy. Gold's art director, Washington Irving van der Poel, mocked up multiple layouts and Gold invited hundreds of writers, editors, artists, and fans to view them and vote for their favorite; the vote was strongly for Galaxy as the title. For the first issue, Gold obtained stories by several well-known authors, including Isaac Asimov, Fritz Leiber, and Theodore Sturgeon, as well as part one of Time Quarry by Clifford D. Simak (later published in book form as Time and Again). Along with an essay by Gold, Galaxy's premiere issue introduced a book review column by anthologist Groff Conklin, which ran until 1955, and a Willy Ley science column. Gold sought to implement high-quality printing techniques, though the quality of the available paper was insufficient for the full benefits to be seen. Within months, the outbreak of the Korean War led to paper shortages that forced Gold to find a new printer, Robert M. Guinn. The new paper was of even lower quality, a disappointment to Gold. According to Gold, the magazine was profitable within five issues: an "incredible" achievement, in his words.
In the summer of 1951, disagreements within World Editions led to attempts to disrupt Galaxy's distribution. According to Gold, the circulation director and the head of the American office stockpiled many issues instead of distributing them, and made sure that the ones that did get distributed went to areas of the United States, such as the South, where there was little or no audience for the magazine. The head of the French office of World Editions came to the United States to find out what the problem was, and recommended that the magazine be sold to the two Americans, for \$3,000—a very low price. They tried to recruit Gold, but he contacted the Italian office, which rejected the sale and eventually agreed to sell Galaxy to the printer, Robert M. Guinn. It was only after the sale was complete that the sabotaged distribution came to light; World Editions wanted to buy back the magazine, but Guinn quoted a price four times as high as he had paid. In Gold's words, "he, Guinn, knew what he was buying, whereas World Editions hadn't known what they were selling".
Guinn's new company was named Galaxy Publishing Corporation, and it took over beginning with the October 1951 issue. Gold remained as editor, but lost the assistance of staff at World Editions, relying instead on help from Jerome Bixby, Algis Budrys, Theodore Sturgeon, and Gold's wife, Evelyn Paige. Science fiction author Frederik Pohl, then working as a literary agent, was also helpful in connecting writers with Gold.
By the late 1950s, the science fiction magazine boom was over, and the relatively low circulation of the magazines did not endear them to distributors, the middlemen who transported magazines from the publishers to the newsstands and other outlets. Gold changed the title from Galaxy Science Fiction to Galaxy Magazine with the September 1958 issue, commenting that the term science fiction "scares many people away from buying". Galaxy's circulation, at about 90,000, was the highest of the science fiction magazines, but Guinn decided to cut costs, and in 1959 raised the cover price and changed the magazine to a bimonthly schedule, while increasing the page count. Guinn also cut the rates paid to authors from three (and occasionally four) cents a word to one and a half cents a word. These changes saved Galaxy over \$12,000 a year. The result was a fall in circulation to about 80,000 within two years, but this was sustainable because of the savings from the fiction budget.
### 1960s
Guinn acquired If, another science fiction magazine, in 1959, and gave it to Gold to edit as well. The July 1959 issue of If was the first under Gold's editorship. Galaxy's shift to a bimonthly schedule had been intended to help reduce the workload on Gold, who was not in good health; he was able to take on If as well because the two magazines alternated months of publication. Towards the end of the 1950s Frederik Pohl began to help Gold, occasionally to the extent of performing all the editorial duties, including writing the editorials and blurbs and working with the printer. Gold, who was agoraphobic, was making efforts at this time to leave his apartment, but in 1960 he was seriously injured in a taxi accident, and proved unable to continue as editor. Pohl took over at some point in early 1961, though he was not listed on the masthead as editor until the December 1961 issue.
Pohl attempted to persuade Guinn to double the pay rate of one and a half cents a word back to the former level of three. Guinn refused, but Pohl was able to find enough material that he could purchase at a low rate to allow him to offer some authors three cents per word. The strategy was successful in improving circulation, and Guinn eventually acceded to the rate increase.
Pohl also tried hard to persuade Guinn and Sol Cohen, whom Guinn had hired to help with the publishing duties, to switch both Galaxy and If to monthly schedules. In late 1962, they agreed, but soon changed their minds and decided to start a third science fiction magazine instead. This was Worlds of Tomorrow, which was launched in April 1963 and lasted until mid-1967 (it was briefly revived in 1970–71). Another companion magazine, International Science Fiction, was tried in late 1967, but lasted only two issues; it showcased stories translated from other languages, and sales were very weak. Finally, in 1968 Guinn launched Worlds of Fantasy, edited initially by Lester del Rey, Galaxy's managing editor; only four issues appeared. In the middle of 1968, Galaxy was restored to a monthly schedule.
### 1970s and after
In 1969, Guinn sold Galaxy to Universal Publishing and Distribution Corporation (UPD). Pohl was in Rio de Janeiro at a World Science Fiction Symposium when the sale went through; he heard the news when he returned to the Galaxy office afterwards and within a few days decided to resign. He remained on the masthead as "editor emeritus", a post invented to keep Pohl from moving to one of the other sf magazines, and went back to his writing career. His place was taken by Ejler Jakobsson, who was working in UPD's book department. Lester del Rey stayed on as features editor, and Judy-Lynn Benjamin took his place as managing editor. Jack Gaughan was made art editor.
Galaxy's circulation had held relatively steady in the mid-1960s, ranging between 73,000 and 78,000, but the UPD acquisition coincided with a precipitous drop—from 75,300 for the year ended October 1968, circulation fell to 51,479 just one year later. Difficulties with distribution also cut into income, and Arnold Abramson, UPD's owner, decided to cut costs and maximize profits. Galaxy went bimonthly in August 1970, ending a two-year spell of monthly scheduling (though a couple of months had been missed). The page count, which had been cut from 196 to 160 when UPD bought it, was increased again, and the price was raised from 60 cents to 75 cents. A British edition began in May 1972, published by Tandem Books, which was owned by UPD. The net effect of all these changes was a substantial increase in profitability. Circulation in 1972 also rose by about 6,000 issues, though it is possible that this was solely due to the new British edition.
UPD began to have financial difficulties in the early 1970s, and when Judy-Lynn del Rey (formerly Judy-Lynn Benjamin) left in May 1973 to work at Ballantine Books, Jakobsson's workload increased greatly. He resigned less than a year later, citing overwork and other issues, and was replaced by James Baen, who took over with the June 1974 issue after Pohl declined the post. Baen also took over the editorship of If, but rising paper costs forced the closure of If at the end of 1974, and the title was merged with Galaxy. The magazine had returned to a monthly schedule in September 1973, but it was only patchily adhered to, with at least a couple of issues missed every year except 1974. Baen was successful at increasing circulation again, bringing it from 47,789 when he took over to 81,035 when he left. The magazine was profitable for UPD, but the financial pressure on the parent company took its toll and Baen left in late 1977 to work for Ace Books—the October issue was his last.
Baen was replaced by John J. Pierce, but the situation only worsened. Pierce resigned within a year: the company was in increasing debt, and his office assistant recalls that the office appeared inefficiently run, though he commented that Pierce "clearly loved what he did and knew what he was talking about". Pierce's replacement was Hank Stine, who took over in late 1978, though because of Galaxy's irregular schedule Pierce's last issue was March–April 1979. Stine managed to produce only two more issues, June–July 1979 and September–October 1979, before UPD's financial problems spelled the end. Rights to the title were transferred to a new company, Galaxy Magazine, Inc., owned by Vincent McCaffrey, proprietor of Avenue Victor Hugo, a second-hand book store in Boston; UPD retained a ten percent interest in order to receive income from future sales to pay off their debts. Stine had compiled two more issues, but neither ever appeared; McCaffrey, who had also launched a separate magazine, Galileo, had cash-flow problems that prevented him from distributing the magazine as he had planned. One more issue did finally appear from McCaffrey, in July 1980, in a large format; it was edited by Floyd Kemske. A subsequent issue, to be dated October 1980, was assembled, but never distributed.
The last few years of Galaxy's life were marked by stories of unpaid contributors. John Varley, for example, reported that he was still owed money for his stories five years after they appeared. Submissions from well-known writers fell away, and the lack of financial support from UPD meant that the pay rate was an unattractive one cent per word. Higher postal rates, higher paper costs, and continuing competition from the paperback science fiction market all added to the pressure on Galaxy. These problems were not resolved by the sale to McCaffrey, who did not even have enough money to pay for circulation postage, with the result that not every Galaxy subscriber received a copy of the final issue. Frederik Pohl places the blame for Galaxy's demise on Arnie Abramson, who, Pohl contends, "simply did not perform [the] basic functions of a publisher": paying the authors, ensuring subscribers received copies, and meeting other obligations.
In 1994, the magazine reappeared briefly as a semi-professional publication under the editorship of E. J. Gold, son of H. L. Gold. E. J. Gold produced eight issues on a regular bimonthly schedule, starting with the January–February 1994 issue, and ending with March–April 1995.
## Contents and reception
### Early years
Gold intended Galaxy to publish stories of sufficient literary quality to attract readers of the slick magazines, as well as those who came to Galaxy already familiar with genre science fiction. His editorial policy was broader than that of John W. Campbell, the editor of the leading magazine in the field, Astounding Science Fiction: Gold was interested in sociology, psychology, and other "soft" sciences, and was also willing to publish humorous and satirical stories. Gold managed to persuade the publisher to let him offer three to four cents a word, which exceeded the highest rates paid in the field at that time. In addition to the high rates, Galaxy was an attractive market for writers because Gold bought only first magazine rights, unlike the other leading magazines. Galaxy was quickly established as one of the three leading science fiction magazines, along with Campbell's Astounding and The Magazine of Fantasy and Science Fiction (usually abbreviated to F&SF). Campbell had been enormously influential over the previous decade, but the appearance of Galaxy and F&SF, launched just a year before, marked the end of his dominance of the genre.
The cover for the first issue was by David Stone, depicting a scene from Simak's Time Quarry. The image was muted, in contrast to the sensational art typically found on the covers of the sf pulps; the intention was that Galaxy should look like an sf magazine, but one "that you were not embarrassed to hold", in the words of Mike Ashley. The early artwork was generally unremarkable, though Ed Emshwiller's humorous cover for the June 1951 issue, his first professional sale as an artist, was a positive sign. "Emsh", as he was known to science fiction readers, soon became a regular contributor. The relatively expensive production processes that Gold had insisted on enabled more sophisticated internal artwork, which could be integrated with type in ways not possible with cheaper letterpress printing.
On the rear cover of the first issue, Gold ran a feature called "You'll Never See It In Galaxy!", with two paragraphs side by side—one a parody of the introduction to a space western, the other the same story translated to become a true western, with spaceships replaced by horses. A sample: "He cut out his super-hyper-drive for the landing ... and at that point, a tall, lean spaceman stepped out of the tail assembly, proton gun-blaster in a space-tanned hand" became "He spurred hard for a low overhang of rimrock ... and at that point a tall, lean wrangler stepped out from behind a high boulder, six-shooter in a sun-tanned hand". The feature drew much attention, though James Blish commented that Galaxy did not always avoid printing the kind of fiction it parodied.
In the first issue, Gold asked for reader feedback on what should be included in the magazine—letters, editorials, book reviews, or other features. The response was against a letter column, but the readers wanted editorials, and short book reviews with recommendations that would help them identify what books to buy, as opposed to in-depth criticism. Gold was also concerned that harsh critical reviews would scare away new authors who might otherwise submit their work. Groff Conklin began a book review column, called "Galaxy's Five Star Shelf", in the first issue; Floyd Gale took it over with the November 1955 issue—Gale was in fact Gold's brother, using a slightly modified surname. The inaugural issue also included a competition for readers to explain UFOs in under 200 words, the first of many contests Gold would run.
The first six issues contained stories by well-known authors, including some that became highly regarded such as Fritz Leiber's "Coming Attraction", Damon Knight's "To Serve Man", and Ray Bradbury's "The Fireman", later expanded as Fahrenheit 451. Gold considered these early issues exploratory, and some of the material by major names was clearly lesser work. With its second volume, beginning in April 1951, Galaxy achieved consistently high quality, with virtually every issue featuring a story that would have a lasting reputation, including C. M. Kornbluth's "The Marching Morons", Wyman Guin's "Beyond Bedlam", and Robert Heinlein's The Puppet Masters, whose serialization overlapped volumes 2 and 3. Early feedback from readers had been opposed to serialized novels, but here Gold did not follow their opinion, and Galaxy is remembered for featuring some very successful serials. A contemporary anthology of science fiction stories, E. F. Bleiler and T. E. Dikty's The Best Science Fiction Stories: 1951, commented in an editorial that Gold's work "will succeed in placing science-fiction on an equal basis with any other field of modern literature". With a circulation of over 100,000 in its second year, Galaxy surpassed Astounding.
### Mid- and late 1950s
Gold maintained Galaxy's high standards for most of the 1950s. Alfred Bester's The Demolished Man—according to critic Peter Nicholls, "among the few genuine classics of genre sf"—was serialized in early 1952. Pohl and Kornbluth's The Space Merchants followed a few months later, serialized as Gravy Planet; Brian Aldiss, in his critical genre study Trillion Year Spree, calls it "one of the most famous books in SF". James Blish's "Surface Tension" and Theodore Sturgeon's "Baby is Three", both widely acclaimed, also appeared in 1952. Readers had expressed support for science articles, and in March 1952, Willy Ley, who had contributed occasional essays since the first issue, began a column, "For Your Information", in which he replied to readers' scientific questions. Running uninterrupted until Ley's death in 1969, Frederik Pohl describes it as "the most popular single feature Galaxy ever had". The Hugo Awards were inaugurated the following year: The Demolished Man won the first Hugo for Best Novel and Galaxy shared the first Hugo for Best Magazine with Astounding.
Gold published a wide range of material, and Galaxy became known for irony and satire; the work of authors able to adopt the wry style he favored, such as Knight and Robert Sheckley, appeared regularly in the magazine and were obvious commentaries on contemporary society. In 1953, with McCarthyism at its height, Gold refused to publish "The Liberation of Earth", a story by William Tenn satirizing both the Russian and American sides in the Korean War. Tenn quotes Gold, an ex-radical, as saying the idea made him "sweat green", though the year before he had published Isaac Asimov's "The Martian Way", a thinly veiled anti-McCarthy story.
L. Sprague de Camp commented that Gold "sets an extremely high standard of literary excellence for his writers", and observed that he often demanded multiple revisions and rewrites. Gold was also infamous for making sweeping changes to the stories he printed. In meetings and in phone calls he became well known as a difficult editor whose determination to achieve perfection sometimes alienated his writers. He was unapologetic, declaring, "I worked hard with writers, and they didn't always enjoy it". The results were often very positive: some successful stories are said to have begun with an idea he provided to one of his authors. In the case of The Demolished Man, his involvement extended almost to the point of collaboration. Gold was agoraphobic, and rarely left his apartment, but writers often visited him, and he held regular parties and weekly poker games; in addition to the members of the science fiction community, the avant-garde composer John Cage often attended.
In March 1953 Gold announced a novel-writing contest, but it failed to attract any usable submissions. He asked Pohl and Kornbluth if they would be willing to allow him to print Gladiator-at-Law, which they had just completed, under a pseudonym, so he could claim that the contest had found a new talent. They refused, but shortly afterwards Pohl and Lester del Rey agreed to let Gold take their recently completed novel Preferred Risk and publish it as the winner, under the pseudonym Edson McCann. Pohl and del Rey constructed a fake identity for McCann, but the news leaked out and Gold never ran another fiction competition. In July 1953, he launched a companion magazine, Beyond Fantasy Fiction, dedicated to fantasy material, which Galaxy's editorial policy did not favor. It lasted for ten bimonthly issues, with the final one appearing in January 1955. After it failed, Gold opened Galaxy to more fantasy, publishing writers such as Cordwainer Smith.
The ABC radio series Tales of Tomorrow, which began in 1952 as an offshoot of the TV series of the same name, used stories from Galaxy; the connection was announced at the start of each of its fifteen episodes. On April 24, 1955, another radio series, NBC's X Minus One, started a much longer run of 125 episodes, lasting until January 1958. From February 1956 onwards the scripts were adapted exclusively from stories in Galaxy, and from the April 1956 issue Galaxy ran advertisements for the series, which included work by Pohl, Sturgeon, and Philip K. Dick.
Through the 1950s, Galaxy's contributors routinely dominated the Hugo ballots, but neither the magazine nor the fiction it published won many awards, despite what sf historian Donald Lawler describes as its "deserved reputation for excellence". After several years of being shut out of the Hugos, Galaxy published two works in 1958 that won the honor: Fritz Leiber's novel The Big Time and Avram Davidson's short story "Or All the Seas with Oysters".
### 1960s
When Pohl took over as editor in 1961, he broadened the magazine's scope, including more fantasy material. Regular contributors in the 1960s included Jack Vance, Larry Niven, Frank Herbert, Robert Silverberg, and Cordwainer Smith. Galaxy stories from this era that won awards include Vance's The Dragon Masters and "The Last Castle"; Clifford Simak's Way Station, serialized as Here Gather the Stars; Harlan Ellison's "'Repent, Harlequin,' Said the Ticktockman" and "The Beast That Shouted Love at the Heart of the World"; and Silverberg's "Nightwings". Pohl never succeeded in winning a Hugo Award as editor of Galaxy, although he won the award three consecutive times from 1966 to 1968 as editor of If, Galaxy's sister magazine, and in theory the junior of the two publications.
The quality of fiction in Galaxy had dipped towards the end of Gold's editorship, and Pohl worked hard to restore the magazine's high standards. Gold's difficult editorial personality had driven away some of his contributors, but Pohl, who had worked as an agent in the 1950s, was a central figure in the sf community and was able to attract submissions from the star writers of his day. In the case of one of these stars, he offered an unusual arrangement: Robert Silverberg could write whatever he wished and Pohl promised that he would almost invariably buy it. Silverberg, who had been a high-volume producer of competent but unremarkable science fiction, began writing more ambitious work as a result, much of which was published in Galaxy throughout the 1960s.
In February 1965, Pohl brought in Algis Budrys as book reviewer, after a year in which no review column had appeared. Budrys's insightful reviews drew much praise, and editor David Hartwell has ranked him as one of the best sf critics of his generation.
The difference between Pohl's approach and Gold's was apparent in the editorials Pohl wrote, which were informal, entertaining, and rooted in his deep familiarity with the genre. With Pohl at the helm, Galaxy moved back toward the knowledgeable science fiction fan, and away from the mainstream market that Gold had targeted. Pohl said that he tried to "cover the full spectrum of science fiction", however, unlike Gold's "specialist magazine" of the 1950s; his Galaxy published both Sheckley's "Mindswap" and Herbert's "Do I Wake or Dream?" when Gold would not have purchased the latter, Pohl said.
### 1970s
Ejler Jakobsson's tenure began with a large backlog of stories that Pohl had acquired, but within a year or two substantial changes were apparent. In the early 1970s, Jakobsson attempted to update Galaxy's image, adding a comic strip, "Sunpot", by Vaughn Bodé, for example. Theodore Sturgeon took over from Budrys as the regular book reviewer in January 1972 and held the post until mid-1975. Jakobsson did not manage to give Galaxy a new and distinctive character: "Sunpot" lasted only four issues, Sturgeon's reviews were undistinguished, and many of the new authors he published have been, in the words of Mike Ashley, "mercifully unknown ever since". The paper quality and printing quality also dropped, and early cover designs were very weak. Jakobsson initially printed guest editorials rather than writing his own; when he took over the editorial page his work was unremarkable. He managed to attract some of the new writers who were becoming well known in the sf scene, including George R.R. Martin, Joe Haldeman, and Joanna Russ. Three novels published in Jakobsson's Galaxy won awards: Isaac Asimov's The Gods Themselves and Arthur C. Clarke's Rendezvous with Rama each won both the Hugo and Nebula awards, in 1972 and 1973 respectively, and Robert Silverberg's A Time of Changes won the Nebula in 1971. Sturgeon's short story "Slow Sculpture" won both the Hugo and the Nebula in 1970.
A letter column was added at the end of 1971; this was the first time Galaxy had published reader's letters. Galaxy's long-time science columnist, Willy Ley, died in 1969, and was replaced by Donald Menzel. He was replaced in turn by Jerry Pournelle in April 1974.
Jakobsson's successor, James Baen, was able to publish some high-quality fiction, including material by Roger Zelazny, John Varley, Larry Niven, and Pohl, whose novel, Gateway, won both the Hugo and Nebula awards. Baen raised the level of the magazine substantially, and Ashley refers to his editorship as Galaxy's "Indian summer". Under Baen the review columnist was Spider Robinson, who won a Locus Award in 1977, primarily for his work in Galaxy. Baen also published a series of essays by authors discussing their own work. Apart from Gateway, Baen published only one award-winning story: Ursula K. Le Guin's "The Day Before the Revolution", which appeared in August 1974 and won the Nebula.
Baen's successors, Pierce, Stine, and Kemske, were unable to maintain his standard. Pohl remained loyal to the magazine, but the serialization of his novel Jem exemplified Galaxy's growing problems. Due to the magazine's increasingly erratic schedule, the serialization stretched from the last issue of 1978 into 1980, well after it had appeared in book form. In November 1977, Paul Walker took over the book column from Spider Robinson, and Jerry Pournelle left the science column at the end of 1978. The artwork quality dropped to an amateurish level, and despite the appearance of a few successful stories and novels, such as C. J. Cherryh's The Faded Sun: Kesrith, the overall quality was dramatically worse than it had been under Baen. Galaxy's deterioration was largely due to the financial troubles of the publisher, Arnold Abramson, who reduced the pay rate (at a time of high inflation) to a penny a word. Even that low rate did not guarantee timely disbursement, and many writers stopped submitting because of Galaxy's reputation for paying slowly, if at all. Costs were increasing for paper, postage, and production, and the paperback anthology market was booming, adding to the competition that Galaxy faced. Floyd Kemske's only issue never received newsstand distribution, doomed by the financial troubles of the magazine's publisher, Vincent McCaffrey.
### Cover layout and artwork
Galaxy had a characteristic cover style in the 1950s with an inverted white "L" shape (Greek gamma) framing the cover art; this style was copied by several magazines, including Authentic Science Fiction and Startling Stories. When Astounding followed suit in late 1951, Gold commented sarcastically in an editorial that Galaxy "would like to know when we may have it [the format] back again". The first variation came with the September 1956 issue, which widened the left hand strip of white to allow room to print story titles and author names. The December 1961 issue was the first to eliminate the strip on the left, and until July 1969 the magazine varied between this layout, the inverted "L", and a version with no white at all, first used on the August 1965 issue. Another change visible in that issue is the reversal of the title coloring to white lettering on a block of red; this was used from August 1963 to December 1965. In August 1969 the title was enlarged to fill the width of the magazine; this issue had the white inverted "L", but it was the last one to do so till 1980. After August 1969 the cover paintings spanned the entire cover, though with some minor variations in layout such as can be seen in the October 1976 issue. Then in September 1978 (undated on the cover, but numbered vol. 39 no. 7) the original typeface for "Galaxy" was abandoned for the last few issues. The final issue, edited by Kemske, returned to the previous layout and typeface, although with a magazine twice the size of the original digest. When E. J. Gold revived Galaxy in 1994, he restored the inverted "L" and employed a predominantly black-and-white look for the eight issues he published.
Notable artists who contributed regularly to Galaxy included Ed Emshwiller, who won several Hugo Awards for his work, Hugo nominee Wallace Wood, and Jack Gaughan, who won three Hugos in the late 1960s, partly for his work in Galaxy. Gaughan was commissioned by Pohl to provide the cover and interior art for Jack Vance's The Dragon Masters in 1962; the resulting illustrations made Gaughan immediately famous in the science fiction field. In the 1950s and 1960s, Galaxy retained the original artwork sent in by its artists, though Emshwiller, much of whose best color work appeared there, was able to negotiate an exception to this rule, retaining the art for his portfolios. In 1972 much of this artwork—including both interior and cover illustrations—was sold off by Robert Guinn, who had kept it when he sold Galaxy to UPD in 1969.
### Influence on the field
Isaac Asimov, in his memoirs, recalled being deeply impressed by the first issue of Galaxy, and that many fans, including himself, believed that the magazine became the field's leader almost immediately. In critic John Clute's assessment, Galaxy indeed swiftly supplanted Astounding and remained the leading magazine in the field until Pohl resigned as editor in 1969. Science fiction historian and critic Mike Ashley regarded Galaxy's success as the main reason for the subsequent boom in science fiction magazines, commenting that it "revolutionized the field overnight". Under Gold Galaxy provided a market for social science fiction stories that might not have been accepted by Astounding and Fantasy & Science Fiction, the other leading magazines.
Pohl stated in 1965 that almost every major science fiction writer whose career began after 1950 primarily wrote for Galaxy, and that others closely imitated Gold's magazine. He described Galaxy as where "the stunning new kinds of science fiction ... flowered, and changed everything in science fiction". In his opinion, Gold's innovation was to ask writers to consider not just new technology, but the subsequent impact of that technology on society. He adds, "What Galaxy brought to magazine science fiction was a kind of sophisticated intellectual subtlety. ... After Galaxy it was impossible to go on being naive." Science fiction author Brian Stableford argues that Galaxy quickly usurped Astounding's position as "pioneer of hardcore sf's progress" because it "embraced and gleefully pursued a new series of challenges to moral orthodoxy."
SF historian David Kyle ascribes Galaxy's influence specifically to Gold, saying that "of all the editors in and out of the post-war scene, the most influential beyond any doubt was H. L. Gold" and that the new direction he set led, "inevitably", to the New Wave, the celebrated science fiction literary movement of the 1960s. Kyle's assessment of Gold is echoed by writer Barry N. Malzberg, who calls Gold "perhaps the greatest editor in the history of all fields for the first half of his tenure". SF authors and historians Brian Aldiss and David Wingrove summarize Galaxy's history by saying that it lasted for "thirty mainly glorious years": it "brought into the sunlight a number of excellent satirists, comedians and ironists" and, through the influence of its reduced focus on technology, played an important role in attracting women to write science fiction.
## Publication details
### Editors
The list below, and the charts above, follow the mastheads in the magazines. Because of Gold's poor health, Pohl was acting as editor for some time before he officially took over the role at the end of 1961.
- H. L. Gold (October 1950 – October 1961)
- Frederik Pohl (December 1961 – May 1969)
- Ejler Jakobsson (July 1969 – May 1974)
- James Baen (June 1974 – October 1977)
- John J. Pierce (November 1977 – March–April 1979)
- Hank Stine (June–July 1979 – September–October 1979)
- Floyd Kemske (Summer 1980)
### Overseas editions
Galaxy had multiple foreign editions. This was in part because the original publisher, World Editions, had a European base, which Gold had planned to take advantage of when the magazine launched. Overseas editions included:
- Argentina. Two magazines, Más Allá (June 1953 – June 1957) and Géminis (July 1965 – August 1965), reprinted stories primarily from Galaxy, though they also published some original material and some stories reprinted from other sources.
- Finland. Aikamme tieteislukemisto (August 1958 – December 1958) was a Finnish edition of Galaxy, edited by Mary A. Wuorio and published by Viikkosanomat Oy.
- France. There were two separate French editions of Galaxy, both titled Galaxie. The first ran from November 1953 to April 1959 (a total of 65 issues), and was published by Editions OPTA, Paris. The first 11 issues were edited by Irina Orloff, the next 16 by Jacqueline Boissy, and the remainder by Jeannine Courtillet. The stories were badly translated, and printed in shortened form. Poor sales led to the cancellation of this version. The second version ran for 158 issues, from May 1964 to August–September 1977, and was also published by Editions OPTA. The editor was Alain Dorémieux for the first 67 issues, and Michel Demuth thereafter. This version, which contained original French stories as well as translated material from Galaxy, was much more successful and for a time outsold Fiction, the leading French science fiction magazine. From November 1974, more French authors were included, but publication ceased three years later when sales fell.
- Germany. Fifteen issues of a German version, titled Galaxis, was released from March 1958 to May 1959 by Moewig Verlag, Munich. The editor was Lothar Heinecke. Fourteen numbered paperbacks titled Galaxy appeared between 1965 and 1970, published by Heyne Verlag, Munich. The editor was Walter Ernsting, with Thomas Schlück as co-editor for the last five issues. The contents were reprints from the American edition.
- Italy. An Italian reprint edition titled Galaxy ran from June 1958 to May 1964; there were 70 physical issues, with two issues containing double numbers, so that the last issue was numbered 72. The publisher was Editrice Due Mondi, Milan, for the first ten issues; the remaining issues were published by Casa Editrice La Tribuna, Piacenza. The editors were R. Valente (issues 1–26/27), Mario Vitali (28/29–39), and Lella Pollini Rambelli (40–72). The magazine included some stories by Italian authors in addition to translated material.
- Netherlands. Five issues, titled Galaxis, appeared from October 1966 to February 1967, from Vector, Dordrecht. The editor was Theo Kemp. The translations were of poor quality.
- Norway. The Norwegian magazine Tempo-Magasinet, published by Greens Forlag, printed translations from US science fiction, mostly from Galaxy. It lasted for five issues, from November 1953 to March 1954. The editor was Arne Ernst.
- Sweden. A Swedish edition, titled Galaxy, appeared from September 1958 to June 1960 (19 issues); the publisher is unknown, though it is known to be the same company that published the Swedish edition of Mad. This version, which included some original Swedish stories, was edited by Henrik Rabe.
- UK. Several British editions of Galaxy were produced. From 1953 to 1962 Strato Publications published 94 numbered issues. The early issues were labeled vol. 3 no. 1 to no. 12. With the 13th issue the "vol. 3" was dropped. Until issue 72 (February 1959) they were shortened versions of the US edition, with one or more stories or features being cut. From no. 72 Strato reprinted the full US issue with a different title page, and from issue 80 the US edition was used with a variant cover. In 1967 a British edition appeared from Gold Star Publications; there were five bimonthly issues, identical to the US edition dated six months previously. The British issues were dated January–February 1967 through September–October 1967; the corresponding US issues were June, August, October, and December 1966, and February 1967. Universal-Tandem Publishing Co Ltd published 25 issues of Galaxy in the UK; the original US issues were May–June 1972 to January 1975. These were re-covered for UK distribution. The numbering was erratic: it ran 1–10, then 11, 11, 12, 12, 12, 14, and finally 17–25.
### Other bibliographic details
The following table shows which issues appeared from which publisher.
The title changed multiple times, and was frequently inconsistently given between the cover, spine, indicia, and masthead.
Galaxy remained a digest-sized magazine from the beginning until 1979; the very last issue was published in pulp format, as were the semi-professional issues produced by E. J. Gold. The page count began at 160; it dropped to 144 in January 1955, but went up to 192 in February 1959. In July 1969 the count went back down to 160; it returned to 192 pages with the August–September 1970 issue and stayed there till May–June 1971, when it dropped to 176. From June 1974 to June–July 1979 it was back at 160 pages, and then went to 128 pages for the final digest issue, September–October 1979. The single 1980 issue was 72 pages long. The eight issues published in the 1990s all had 96 pages, except the first, January–February 1994, which had 56 pages. The initial price was 25 cents. Price changes were as follows: 35 cents from May 1958; 50 cents from February 1959; 60 cents from December 1964; 75 cents from August–September 1970; \$1.00 from April 1975; 79 cents for the August 1975 issue; 95 cents from September 1975; \$1.00 from May 1976; \$1.25 from June 1977, and \$1.50 for the final professional issue in 1980.
### Derivative anthologies
Several anthologies of stories from Galaxy have been published. The following list does not include reprint editions though in some cases these varied in contents, as for example with the UK editions of some of the early volumes.
## Related publications
Two series of companion novels were issued by the publishers. The first series, Galaxy Science Fiction Novels, began in 1950 with Eric Frank Russell's Sinister Barrier; seven titles were released by World Editions, and a further twenty-eight by Guinn's Galaxy Publishing Corporation. The books were initially in digest format but this was changed to a standard paperback format for the last four titles. In 1959 the line was sold to Beacon Books, which produced another 11 volumes. Beacon specialized in softcore pornography, and changed the titles of most of the books they published to be more suggestive. The last title, Sin in Space (originally Outpost Mars), by Cyril Judd (a pseudonym for Cyril Kornbluth and Judith Merril) appeared in 1961. Two years later a second series, Galaxy Magabooks, appeared; each of these consisted of two short novels, both by the same author, published in a single volume. Only three were released; the last, And My Fear Is Great/Baby Is Three by Theodore Sturgeon, appeared in 1964. |
4,049 | Battle of Blenheim | 1,172,382,758 | Part of the War of the Spanish Succession, 1704 | [
"1704 in Europe",
"Battles involving Bavaria",
"Battles involving England",
"Battles involving France",
"Battles involving Hesse-Kassel",
"Battles involving the Dutch Republic",
"Battles of the War of the Spanish Succession",
"Conflicts in 1704"
]
| The Battle of Blenheim (German: Zweite Schlacht bei Höchstädt; French: Bataille de Höchstädt; Dutch: Slag bij Blenheim) fought on , was a major battle of the War of the Spanish Succession. The overwhelming Allied victory ensured the safety of Vienna from the Franco-Bavarian army, thus preventing the collapse of the reconstituted Grand Alliance.
Louis XIV of France sought to knock the Holy Roman Emperor, Leopold, out of the war by seizing Vienna, the Habsburg capital, and gain a favourable peace settlement. The dangers to Vienna were considerable: Maximilian II Emanuel, Elector of Bavaria, and Marshal Ferdinand de Marsin's forces in Bavaria threatened from the west, and Marshal Louis Joseph de Bourbon, duc de Vendôme's large army in northern Italy posed a serious danger with a potential offensive through the Brenner Pass. Vienna was also under pressure from Rákóczi's Hungarian revolt from its eastern approaches. Realising the danger, the Duke of Marlborough resolved to alleviate the peril to Vienna by marching his forces south from Bedburg to help maintain Emperor Leopold within the Grand Alliance.
A combination of deception and skilled administration – designed to conceal his true destination from friend and foe alike – enabled Marlborough to march 400 km (250 mi) unhindered from the Low Countries to the River Danube in five weeks. After securing Donauwörth on the Danube, Marlborough sought to engage Maximilian's and Marsin's army before Marshal Camille d'Hostun, duc de Tallard, could bring reinforcements through the Black Forest. The Franco-Bavarian commanders proved reluctant to fight until their numbers were deemed sufficient, and Marlborough failed in his attempts to force an engagement. When Tallard arrived to bolster Maximilian's army, and Prince Eugene of Savoy arrived with reinforcements for the Allies, the two armies finally met on the banks of the Danube in and around the small village of Blindheim, from which the English "Blenheim" is derived.
Blenheim was one of the battles that altered the course of the war, which until then was favouring the French and Spanish Bourbons. Although the battle did not win the war, it prevented a potentially devastating loss for the Grand Alliance and shifted the war's momentum, ending French plans of knocking Emperor Leopold out of the war. The French suffered catastrophic casualties in the battle, including their commander-in-chief, Tallard, who was taken captive to England. Before the 1704 campaign ended, the Allies had taken Landau, and the towns of Trier and Trarbach on the Moselle in preparation for the following year's campaign into France itself. This offensive never materialised, for the Grand Alliance's army had to depart the Moselle to defend Liège from a French counter-offensive. The war continued for another decade before ending in 1714.
## Background
By 1704, the War of the Spanish Succession was in its fourth year. The previous year had been one of successes for France and her allies, most particularly on the Danube, where Marshal Claude-Louis-Hector de Villars and Maximilian II Emanuel, Elector of Bavaria, had created a direct threat to Vienna, the Habsburg capital. Vienna had been saved by dissension between the two commanders, leading to Villars being replaced by the less dynamic Marshal Ferdinand de Marsin. Nevertheless, the threat was still real: Rákóczi's Hungarian revolt was threatening the Empire's eastern approaches, and Marshal Louis Joseph, Duke of Vendôme's forces threatened an invasion from northern Italy. In the courts of Versailles and Madrid, Vienna's fall was confidently anticipated, an event which would almost certainly have led to the collapse of the reconstituted Grand Alliance.
To isolate the Danube from any Allied intervention, Marshal François de Neufville, duc de Villeroi's 46,000 troops were expected to pin the 70,000 Dutch and British troops around Maastricht in the Low Countries, while General Robert Jean Antoine de Franquetot de Coigny protected Alsace against surprise with a further corps. The only forces immediately available for Vienna's defence were Prince Louis of Baden's 36,000 men stationed in the Lines of Stollhofen to watch Marshal Camille d'Hostun, duc de Tallard, at Strasbourg; and 10,000 men under Prince Eugene of Savoy south of Ulm.
Both the Imperial Austrian Ambassador in London, Count Wratislaw, and the Duke of Marlborough realised the implications of the situation on the Danube. The Dutch were against any adventurous military operation as far south as the Danube and would not permit any major weakening of the forces in the Spanish Netherlands. Marlborough, realising the only way to reinforce the Austrians was by the use of secrecy and guile, set out to deceive his Dutch allies by pretending to move his troops to the Moselle – a plan approved of by The Hague – but once there, he would slip the Dutch leash and link up with Austrian forces in southern Germany.
This does not mean that he proceeded entirely without consultation with the Dutch. Without them, the army's logistics system would have simply collapsed. Intensive consultations preceded the campaign and Anthonie Heinsius, the Dutch Grand Pensionary, was likely informed by Marlborough of his secret plan to link up with Austrian forces. Many other important Dutchmen, like Major-General Johan Wijnand van Goor, were in favour of helping the Emperor and participated in the campaign. The Dutch diplomat and field deputy Van Rechteren-Almelo also played an important role. He made sure that on their 450-kilometer-long march, the Allies would nowhere be denied passage by local rulers, nor would they need to look for provisions, horsefeed or new boots. He also saw to it that sufficient stopovers were arranged along the way to ensure that the Allies arrived at their destination in good condition. This was of paramount importance, for the success of the operation depended on a quick elimination of the Bavarian elector. However, it was not possible to make the logistical arrangements in advance that would have been indispensable to supply the Allied army south of the Danube. For this, the Allies should have had access to Ulm and Augsburg, but the Bavarian elector had taken these two cities. This could have become a problem for Marlborough had the Elector avoided a battle and instead entrenched himself south of the Danube. Had Villeroy then managed to take advantage of the weakening of Allied forces in the Netherlands by recapturing Liège and besieging Maastricht, it would have validated the concerns of his Dutch adversaries.
## Prelude
### Protagonists march to the Danube
> A scarlet caterpillar, upon which all eyes were at once fixed, began to crawl steadfastly day by day across the map of Europe, dragging the whole war with it. – Winston Churchill
Marlborough's march started on 19 May from Bedburg, 32 km (20 mi) northwest of Cologne. The army assembled by Marlborough's brother, General Charles Churchill, consisted of 66 squadrons of cavalry, 31 battalions of infantry and 38 guns and mortars, totalling 21,000 men, 16,000 of whom were British. This force was augmented en route, and by the time it reached the Danube it numbered 40,000 – 47 battalions and 88 squadrons. While Marlborough led this army south, the Dutch general, Henry Overkirk, Count of Nassau, maintained a defensive position in the Dutch Republic against the possibility of Villeroi mounting an attack. Marlborough had assured the Dutch that if the French were to launch an offensive he would return in good time, but he calculated that as he marched south, the French army would be drawn after him. In this assumption Marlborough proved correct: Villeroi shadowed Marlborough with 30,000 men in 60 squadrons and 42 battalions. Marlborough wrote to Godolphin "I am very sensible that I take a great deal upon me, but should I act otherwise, the Empire would be undone ..."
In the meantime, the appointment of Henry Overkirk as Field Marshal caused significant controversy in the Dutch Republic. After the Earl of Athlone's death, the Dutch States General had put Overkirk in charge of the Dutch States Army, which led to much discontent among the other high-ranking Dutch generals. Ernst Wilhelm von Salisch, Daniël van Dopff and Menno van Coehoorn threatened to resign or go into the service of other countries, although all were eventually convinced to stay. The new infantry generals were also disgruntled — the Lord of Slangenburg because he had to serve the less experienced Overkirk; and the Count of Noyelles because he had to serve the orders of the 'insupportable' Slangenburg. Then there was the major problem of the position of the Prince of Orange. The provinces of Friesland and Groningen demanded that their 17-year-old stadtholder be appointed supreme infantry general. This divided the parties so much that a second Grand Assembly, as had existed in 1651, was considered. However, after pressure from the other provinces, Friesland and Groningen adjusted their demands and a compromise was found. The Prince of Orange would nominally be appointed infantry general, behind Slangenburg and Noyelles, but he would not really be in command until he was 20.
While the Allies were making their preparations, the French were striving to maintain and re-supply Marsin. He had been operating with Maximilian II against Prince Louis, and was somewhat isolated from France: his only lines of communication lay through the rocky passes of the Black Forest. On 14 May, Tallard brought 8,000 reinforcements and vast supplies and munitions through the difficult terrain, whilst outmanoeuvring Johann Karl von Thüngen [de], the Imperial general who sought to block his path. Tallard then returned with his own force to the Rhine, once again side-stepping Thüngen's efforts to intercept him.
On 26 May, Marlborough reached Coblenz, where the Moselle meets the Rhine. If he intended an attack along the Moselle his army would now have to turn west; instead it crossed to the right bank of the Rhine, and was reinforced by 5,000 waiting Hanoverians and Prussians. The French realised that there would be no campaign on the Moselle. A second possible objective now occurred to them – an Allied incursion into Alsace and an attack on Strasbourg. Marlborough furthered this apprehension by constructing bridges across the Rhine at Philippsburg, a ruse that not only encouraged Villeroi to come to Tallard's aid in the defence of Alsace, but one that ensured the French plan to march on Vienna was delayed while they waited to see what Marlborough's army would do.
Encouraged by Marlborough's promise to return to the Netherlands if a French attack developed there, transferring his troops up the Rhine on barges at a rate of 130 km (80 mi) a day, the Dutch States General agreed to release the Danish contingent of seven battalions and 22 squadrons as reinforcements. Marlborough reached Ladenburg, in the plain of the Neckar and the Rhine, and there halted for three days to rest his cavalry and allow the guns and infantry to close up. On 6 June he arrived at Wiesloch, south of Heidelberg. The following day, the Allied army swung away from the Rhine towards the hills of the Swabian Jura and the Danube beyond. At last Marlborough's destination was established without doubt.
### Strategy
On 10 June, Marlborough met for the first time the President of the Imperial War Council, Prince Eugene – accompanied by Count Wratislaw – at the village of Mundelsheim, halfway between the Danube and the Rhine. By 13 June, the Imperial Field Commander, Prince Louis, had joined them in Großheppach. The three generals commanded a force of nearly 110,000 men. At this conference, it was decided that Prince Eugene would return with 28,000 men to the Lines of Stollhofen on the Rhine to watch Villeroi and Tallard and prevent them going to the aid of the Franco-Bavarian army on the Danube. Meanwhile, Marlborough's and Prince Louis's forces would combine, totalling 80,000 men, and march on the Danube to seek out Maximilian II and Marsin before they could be reinforced.
Knowing Marlborough's destination, Tallard and Villeroi met at Landau in the Palatinate on 13 June to construct a plan to save Bavaria. The rigidity of the French command system was such that any variations from the original plan had to be sanctioned by Versailles. The Count of Mérode-Westerloo, commander of the Flemish troops in Tallard's army, wrote "One thing is certain: we delayed our march from Alsace for far too long and quite inexplicably." Approval from King Louis arrived on 27 June: Tallard was to reinforce Marsin and Maximilian II on the Danube via the Black Forest, with 40 battalions and 50 squadrons; Villeroi was to pin down the Allies defending the Lines of Stollhofen, or, if the Allies should move all their forces to the Danube, he was to join with Tallard; Coigny with 8,000 men would protect Alsace. On 1 July Tallard's army of 35,000 re-crossed the Rhine at Kehl and began its march.
On 22 June, Marlborough's forces linked up with Prince Louis' Imperial forces at Launsheim, having covered 400 km (250 mi) in five weeks. Thanks to a carefully planned timetable, the effects of wear and tear had been kept to a minimum. Captain Parker described the march discipline: "As we marched through the country of our Allies, commissars were appointed to furnish us with all manner of necessaries for man and horse ... the soldiers had nothing to do but pitch their tents, boil kettles and lie down to rest." In response to Marlborough's manoeuvres, Maximilian and Marsin, conscious of their numerical disadvantage with only 40,000 men, moved their forces to the entrenched camp at Dillingen on the north bank of the Danube. Marlborough could not attack Dillingen because of a lack of siege guns – he had been unable to bring any from the Low Countries, and Prince Louis had failed to supply any, despite prior assurances that he would.
The Allies needed a base for provisions and a good river crossing. Consequently, on 2 July Marlborough stormed the fortress of Schellenberg on the heights above the town of Donauwörth. Count Jean d'Arco had been sent with 12,000 men from the Franco-Bavarian camp to hold the town and grassy hill, but after a fierce battle, with heavy casualties on both sides, Schellenberg fell. This forced Donauwörth to surrender shortly afterward. Maximilian, knowing his position at Dillingen was now not tenable, took up a position behind the strong fortifications of Augsburg.
Tallard's march presented a dilemma for Prince Eugene. If the Allies were not to be outnumbered on the Danube, he realised that he had to either try to cut Tallard off before he could get there, or to reinforce Marlborough. If he withdrew from the Rhine to the Danube, Villeroi might also make a move south to link up with Maximilian and Marsin. Prince Eugene compromised – leaving 12,000 troops behind guarding the Lines of Stollhofen – he marched off with the rest of his army to forestall Tallard.
Lacking in numbers, Prince Eugene could not seriously disrupt Tallard's march but the French marshal's progress was proving slow. Tallard's force had suffered considerably more than Marlborough's troops on their march – many of his cavalry horses were suffering from glanders and the mountain passes were proving tough for the 2,000 wagonloads of provisions. Local German peasants, angry at French plundering, compounded Tallard's problems, leading Mérode-Westerloo to bemoan – "the enraged peasantry killed several thousand of our men before the army was clear of the Black Forest."
At Augsburg, Maximilian was informed on 14 July that Tallard was on his way through the Black Forest. This good news bolstered his policy of inaction, further encouraging him to wait for the reinforcements. This reticence to fight induced Marlborough to undertake a controversial policy of spoliation in Bavaria, burning buildings and crops throughout the rich lands south of the Danube. This had two aims: firstly to put pressure on Maximilian to fight or come to terms before Tallard arrived with reinforcements; and secondly, to ruin Bavaria as a base from which the French and Bavarian armies could attack Vienna, or pursue Marlborough into Franconia if, at some stage, he had to withdraw northwards. But this destruction, coupled with a protracted siege of the town of Rain over 9 to 16 July, caused Prince Eugene to lament "... since the Donauwörth action I cannot admire their performances", and later to conclude "If he has to go home without having achieved his objective, he will certainly be ruined."
### Final positioning
Tallard, with 34,000 men, reached Ulm, joining with Maximilian and Marsin at Augsburg on 5 August, although Maximilian had dispersed his army in response to Marlborough's campaign of ravaging the region. Also on 5 August, Prince Eugene reached Höchstädt, riding that same night to meet with Marlborough at Schrobenhausen. Marlborough knew that another crossing point over the Danube was required in case Donauwörth fell to the enemy; so on 7 August, the first of Prince Louis' 15,000 Imperial troops left Marlborough's main force to besiege the heavily defended city of Ingolstadt, 32 km (20 mi) farther down the Danube, with the remainder following two days later.
With Prince Eugene's forces at Höchstädt on the north bank of the Danube, and Marlborough's at Rain on the south bank, Tallard and Maximilian debated their next move. Tallard preferred to bide his time, replenish supplies and allow Marlborough's Danube campaign to flounder in the colder autumn weather; Maximilian and Marsin, newly reinforced, were keen to push ahead. The French and Bavarian commanders eventually agreed to attack Prince Eugene's smaller force. On 9 August, the Franco-Bavarian forces began to cross to the north bank of the Danube. On 10 August, Prince Eugene sent an urgent dispatch reporting that he was falling back to Donauwörth. By a series of swift marches Marlborough concentrated his forces on Donauwörth and, by noon 11 August, the link-up was complete.
During 11 August, Tallard pushed forward from the river crossings at Dillingen. By 12 August, the Franco-Bavarian forces were encamped behind the small River Nebel near the village of Blenheim on the plain of Höchstädt. On the same day, Marlborough and Prince Eugene carried out a reconnaissance of the French position from the church spire at Tapfheim, and moved their combined forces to Münster – eight kilometres (five miles) from the French camp. A French reconnaissance under Jacques Joseph Vipart, Marquis de Silly went forward to probe the enemy, but were driven off by Allied troops who had deployed to cover the pioneers of the advancing army, labouring to bridge the numerous streams in the area and improve the passage leading westwards to Höchstädt. Marlborough quickly moved forward two brigades under the command of Lieutenant General John Wilkes and Brigadier Archibald Rowe to secure the narrow strip of land between the Danube and the wooded Fuchsberg hill, at the Schwenningen defile. Tallard's army numbered 56,000 men and 90 guns; the army of the Grand Alliance, 52,000 men and 66 guns. Some Allied officers who were acquainted with the superior numbers of the enemy, and aware of their strong defensive position, remonstrated with Marlborough about the hazards of attacking; but he was resolute – partly because the Dutch officer Willem Vleertman had scouted the marshy ground before them and reported that the land was perfectly suitable for the troops.
## Battle
### The battlefield
The battlefield stretched for nearly 6 km (3+1⁄2 mi). The extreme right flank of the Franco-Bavarian army rested on the Danube, the undulating pine-covered hills of the Swabian Jura lay to their left. A small stream, the Nebel, fronted the French line; the ground either side of this was marshy and only fordable intermittently. The French right rested on the village of Blenheim near where the Nebel flows into the Danube; the village itself was surrounded by hedges, fences, enclosed gardens, and meadows. Between Blenheim and the village of Oberglauheim to the north west the fields of wheat had been cut to stubble and were now ideal for the deployment of troops. From Oberglauheim to the next hamlet of Lutzingen the terrain of ditches, thickets and brambles was potentially difficult ground for the attackers.
### Initial manoeuvres
At 02:00 on 13 August, 40 Allied cavalry squadrons were sent forward, followed at 03:00, in eight columns, by the main Allied force pushing over the River Kessel. At about 06:00 they reached Schwenningen, three kilometres (two miles) from Blenheim. The British and German troops who had held Schwenningen through the night joined the march, making a ninth column on the left of the army. Marlborough and Prince Eugene made their final plans. The Allied commanders agreed that Marlborough would command 36,000 troops and attack Tallard's force of 33,000 on the left, including capturing the village of Blenheim, while Prince Eugene's 16,000 men would attack Maximilian and Marsin's combined forces of 23,000 troops on the right. If this attack was pressed hard, it was anticipated that Maximilian and Marsin would feel unable to send troops to aid Tallard on their right. Lieutenant-General John Cutts would attack Blenheim in concert with Prince Eugene's attack. With the French flanks busy, Marlborough could cross the Nebel and deliver the fatal blow to the French at their centre. The Allies would have to wait until Prince Eugene was in position before the general engagement could begin.
Tallard was not anticipating an Allied attack; he had been deceived by intelligence gathered from prisoners taken by de Silly the previous day, and his army's strong position. Tallard and his colleagues believed that Marlborough and Prince Eugene were about to retreat north-westwards towards Nördlingen. Tallard wrote a report to this effect to King Louis that morning. Signal guns were fired to bring in the foraging parties and pickets as the French and Bavarian troops drew into battle-order to face the unexpected threat.
At about 08:00 the French artillery on their right wing opened fire, answered by Colonel Holcroft Blood's batteries. The guns were heard by Prince Louis in his camp before Ingolstadt. An hour later Tallard, Maximilian, and Marsin climbed Blenheim's church tower to finalise their plans. It was settled that Maximilian and Marsin would hold the front from the hills to Oberglauheim, whilst Tallard would defend the ground between Oberglauheim and the Danube. The French commanders were divided as to how to utilise the Nebel. Tallard's preferred tactic was to lure the Allies across before unleashing his cavalry upon them. This was opposed by Marsin and Maximilian who felt it better to close their infantry right up to the stream itself, so that while the enemy was struggling in the marshes, they would be caught in crossfire from Blenheim and Oberglauheim. Tallard's approach was sound if all its parts were implemented, but in the event it allowed Marlborough to cross the Nebel without serious interference and fight the battle he had planned.
### Deployment
The Franco-Bavarian commanders deployed their forces. In the village of Lutzingen, Count Alessandro de Maffei positioned five Bavarian battalions with a great battery of 16 guns at the village's edge. In the woods to the left of Lutzingen, seven French battalions under César Armand, Marquis de Rozel moved into place. Between Lutzingen and Oberglauheim Maximilian placed 27 squadrons of cavalry and 14 Bavarian squadrons commanded by d'Arco with 13 more in support nearby under Baron Veit Heinrich Moritz Freiherr von Wolframsdorf. To their right stood Marsin's 40 French squadrons and 12 battalions. The village of Oberglauheim was packed with 14 battalions commanded by Jean-Jules-Armand Colbert, Marquis de Blainville [fr], including the effective Irish Brigade known as the "Wild Geese". Six batteries of guns were ranged alongside the village. On the right of these French and Bavarian positions, between Oberglauheim and Blenheim, Tallard deployed 64 French and Walloon squadrons, 16 of which were from Marsin, supported by nine French battalions standing near the Höchstädt road. In the cornfield next to Blenheim stood three battalions from the Regiment de Roi. Nine battalions occupied the village itself, commanded by Philippe, Marquis de Clérambault. Four battalions stood to the rear and a further eleven were in reserve. These battalions were supported by Count Gabriel d'Hautefeuille's twelve squadrons of dismounted dragoons. By 11:00 Tallard, Maximilian, and Marsin were in place. Many of the Allied generals were hesitant to attack such a strong position. The Earl of Orkney later said that, "had I been asked to give my opinion, I had been against it."
Prince Eugene was expected to be in position by 11:00, but due to the difficult terrain and enemy fire, progress was slow. Cutts' column – which by 10:00 had expelled the enemy from two water mills on the Nebel – had already deployed by the river against Blenheim, enduring over the next three hours severe fire from a six-gun heavy battery posted near the village. The rest of Marlborough's army, waiting in their ranks on the forward slope, were also forced to bear the cannonade from the French artillery, suffering 2,000 casualties before the attack could even start. Meanwhile, engineers repaired a stone bridge across the Nebel, and constructed five additional bridges or causeways across the marsh between Blenheim and Oberglauheim. Marlborough's anxiety was finally allayed when, just past noon, Colonel William Cadogan reported that Prince Eugene's Prussian and Danish infantry were in place – the order for the general advance was given. At 13:00, Cutts was ordered to attack the village of Blenheim whilst Prince Eugene was requested to assault Lutzingen on the Allied right flank.
### Blenheim
Cutts ordered Rowe's brigade to attack. The English infantry rose from the edge of the Nebel, and silently marched towards Blenheim, a distance of some 150 m (160 yd). James Ferguson's Scottish brigade supported Rowe's left, and moved towards the barricades between the village and the river, defended by Hautefeuille's dragoons. As the range closed to within 30 m (30 yd), the French fired a deadly volley. Rowe had ordered that there should be no firing from his men until he struck his sword upon the palisades, but as he stepped forward to give the signal, he fell mortally wounded. The survivors of the leading companies closed up the gaps in their ranks and rushed forward. Small parties penetrated the defences, but repeated French volleys forced the English back and inflicted heavy casualties. As the attack faltered, eight squadrons of elite Gens d'Armes, commanded by the veteran Swiss officer, Béat Jacques II de Zurlauben [fr], fell on the English troops, cutting at the exposed flank of Rowe's own regiment. Wilkes' Hessian brigade, nearby in the marshy grass at the water's edge, stood firm and repulsed the Gens d'Armes with steady fire, enabling the English and Hessians to re-order and launch another attack.
Although the Allies were again repulsed, these persistent attacks on Blenheim eventually bore fruit, panicking Clérambault into making the worst French error of the day. Without consulting Tallard, Clérambault ordered his reserve battalions into the village, upsetting the balance of the French position and nullifying the French numerical superiority. "The men were so crowded in upon one another", wrote Mérode-Westerloo, "that they couldn't even fire – let alone receive or carry out any orders". Marlborough, spotting this error, now countermanded Cutts' intention to launch a third attack, and ordered him simply to contain the enemy within Blenheim; no more than 5,000 Allied soldiers were able to pen in twice the number of French infantry and dragoons.
### Lutzingen
> ... Prince Eugene and the Imperial troops had been repulsed three times – driven right back to the woods – and had taken a real drubbing. – Mérode-Westerloo.
On the Allied right, Prince Eugene's Prussian and Danish forces were desperately fighting the numerically superior forces of Maximilian and Marsin. Leopold I, Prince of Anhalt-Dessau led forward four brigades across the Nebel to assault the well-fortified position of Lutzingen. Here, the Nebel was less of an obstacle, but the great battery positioned on the edge of the village enjoyed a good field of fire across the open ground stretching to the hamlet of Schwennenbach. As soon as the infantry crossed the stream, they were struck by Maffei's infantry, and salvoes from the Bavarian guns positioned both in front of the village and in enfilade on the wood-line to the right. Despite heavy casualties the Prussians attempted to storm the great battery, whilst the Danes, under Count Jobst von Scholten [de], attempted to drive the French infantry out of the copses beyond the village.
With the infantry heavily engaged, Prince Eugene's cavalry picked its way across the Nebel. After an initial success, his first line of cavalry, under the Imperial General of Horse, Prince Maximilian of Hanover, were pressed by the second line of Marsin's cavalry and forced back across the Nebel in confusion. The exhausted French were unable to follow up their advantage, and both cavalry forces tried to regroup and reorder their ranks. Without cavalry support, and threatened with envelopment, the Prussian and Danish infantry were in turn forced to pull back across the Nebel. Panic gripped some of Prince Eugene's troops as they crossed the stream. Ten infantry colours were lost to the Bavarians, and hundreds of prisoners taken; it was only through the leadership of Prince Eugene and the Prince Maximilian of Hanover that the Imperial infantry was prevented from abandoning the field.
After rallying his troops near Schwennenbach – well beyond their starting point – Prince Eugene prepared to launch a second attack, led by the second-line squadrons under the Duke of Württemberg-Teck. Yet again they were caught in the murderous crossfire from the artillery in Lutzingen and Oberglauheim, and were once again thrown back in disarray. The French and Bavarians were almost as disordered as their opponents, and they too were in need of inspiration from their commander, Maximilian, who was seen " ... riding up and down, and inspiring his men with fresh courage." Anhalt-Dessau's Danish and Prussian infantry attacked a second time but could not sustain the advance without proper support. Once again they fell back across the stream.
### Centre and Oberglauheim
Whilst these events around Blenheim and Lutzingen were taking place, Marlborough was preparing to cross the Nebel. Hulsen's brigade of Hessians and Hanoverians and the earl of Orkney's British brigade advanced across the stream and were supported by dismounted British dragoons and ten British cavalry squadrons. This covering force allowed Charles Churchill's Dutch, British and German infantry and further cavalry units to advance and form up on the plain beyond. Marlborough arranged his infantry battalions in a novel manner with gaps sufficient to allow the cavalry to move freely between them. Marlborough ordered the formation forward. Once again Zurlauben's Gens d'Armes charged, looking to rout Henry Lumley's English cavalry who linked Cutts' column facing Blenheim with Churchill's infantry. As the elite French cavalry attacked, they were faced by five English squadrons under Colonel Francis Palmes. To the consternation of the French, the Gens d'Armes were pushed back in confusion and pursued well beyond the Maulweyer stream that flows through Blenheim. "What? Is it possible?" exclaimed Maximilian, "the gentlemen of France fleeing?" Palmes attempted to follow up his success but was repulsed by other French cavalry and musket fire from the edge of Blenheim.
Nevertheless, Tallard was alarmed by the repulse of the Gens d'Armes and urgently rode across the field to ask Marsin for reinforcements; but on the basis of being hard pressed by Prince Eugene – whose second attack was in full flood – Marsin refused. As Tallard consulted with Marsin, more of his infantry were taken into Blenheim by Clérambault. Fatally, Tallard, although aware of the situation, did nothing to rectify it, leaving him with just the nine battalions of infantry near the Höchstädt road to oppose the massed enemy ranks in the centre. Zurlauben tried several more times to disrupt the Allies forming on Tallard's side of the stream. His front-line cavalry darted forward down the gentle slope towards the Nebel, but the attacks lacked co-ordination, and the Allied infantry's steady volleys disconcerted the French horsemen. During these skirmishes Zurlauben fell mortally wounded; he died two days later. At this stage the time was just after 15:00.
The Danish cavalry, under Carl Rudolf, Duke of Württemberg-Neuenstadt, had made slow work of crossing the Nebel near Oberglauheim. Harassed by Marsin's infantry near the village, the Danes were driven back across the stream. Count Horn's Dutch infantry managed to push the French back from the water's edge, but it was apparent that before Marlborough could launch his main effort against Tallard, Oberglauheim would have to be secured.
Count Horn directed Anton Günther, Fürst von Holstein-Beck to take the village, but his two Dutch brigades were cut down by the French and Irish troops, capturing and badly wounding Holstein-Beck during the action. The battle was now in the balance. If Holstein-Beck's Dutch column were destroyed, the Allied army would be split in two: Prince Eugene's wing would be isolated from Marlborough's, passing the initiative to the Franco-Bavarian forces. Seeing the opportunity, Marsin ordered his cavalry to change from facing Prince Eugene, and turn towards their right and the open flank of Churchill's infantry drawn up in front of Unterglau. Marlborough, who had crossed the Nebel on a makeshift bridge to take personal control, ordered Hulsen's Hanoverian battalions to support the Dutch infantry. A nine-gun artillery battery and a Dutch cavalry brigade under Averock were also called forward, but the cavalry soon came under pressure from Marsin's more numerous squadrons.
Marlborough now requested Prince Eugene to release Count Hendrick Fugger and his Imperial Cuirassier brigade to help repel the French cavalry thrust. Despite his own difficulties, Prince Eugene at once complied. Although the Nebel stream lay between Fugger's and Marsin's squadrons, the French were forced to change front to meet this new threat, thus preventing Marsin from striking at Marlborough's infantry. Fugger's cuirassiers charged and, striking at a favourable angle, threw back Marsin's squadrons in disorder. With support from Blood's batteries, the Hessian, Hanoverian and Dutch infantry – now commanded by Count Berensdorf – succeeded in pushing the French and Irish infantry back into Oberglauheim so that they could not again threaten Churchill's flank as he moved against Tallard. The French commander in the village, de Blainville, was numbered among the heavy casualties.
### Breakthrough
> The [French] foot remained in the best order I ever saw, till they were cut to pieces almost in rank and file. – Lord Orkney.
By 16:00, with large parts of the Franco-Bavarian army besieged in Blenheim and Oberglau, the Allied centre of 81 squadrons (nine squadrons had been transferred from Cutts' column) supported by 18 battalions was firmly planted amidst the French line of 64 squadrons and nine battalions of raw recruits. There was now a pause in the battle: Marlborough wanted to attack simultaneously along the whole front, and Prince Eugene, after his second repulse, needed time to reorganise.
By just after 17:00 all was ready along the Allied front. Marlborough's two lines of cavalry had now moved to the front of his line of battle, with the two supporting lines of infantry behind them. Mérode-Westerloo attempted to extricate some French infantry crowded into Blenheim, but Clérambault ordered the troops back into the village. The French cavalry exerted themselves once more against the Allied first line – Lumley's English and Scots on the Allied left, and Reinhard Vincent Graf von Hompesch's Dutch and German squadrons on the Allied right. Tallard's squadrons, which lacked infantry support and were tired, managed to push the Allied first line back to their infantry support. With the battle still not won, Marlborough had to rebuke one of his cavalry officers who was attempting to leave the field – "Sir, you are under a mistake, the enemy lies that way ..." Marlborough commanded the second Allied line, under Cuno Josua von Bülow [de] and Friedrich Johann von Bothmer [da], to move forward, and, driving through the centre, the Allies finally routed Tallard's tired cavalry. The Prussian Life Dragoons' Colonel, Ludwig von Blumenthal, and his second in command, Lieutenant Colonel von Hacke, fell next to each other, but the charge succeeded. With their cavalry in headlong flight, the remaining nine French infantry battalions fought with desperate valour, trying to form a square, but they were overwhelmed by Blood's close-range artillery and platoon fire. Mérode-Westerloo later wrote – "[They] died to a man where they stood, stationed right out in the open plain – supported by nobody."
The majority of Tallard's retreating troops headed for Höchstädt but most did not make the safety of the town, plunging instead into the Danube where over 3,000 French horsemen drowned; others were cut down by the pursuing Allied cavalry. The Marquis de Gruignan attempted a counter-attack, but he was brushed aside by the triumphant Allies. After a final rally behind his camp's tents, shouting entreaties to stand and fight, Tallard was caught up in the rout and swept towards Sonderheim. Surrounded by a squadron of Hessian troops, Tallard surrendered to Lieutenant Colonel de Boinenburg, the Prince of Hesse-Kassel's aide-de-camp, and was sent under escort to Marlborough. Marlborough welcomed the French commander – "I am very sorry that such a cruel misfortune should have fallen upon a soldier for whom I have the highest regard."
Meanwhile, the Allies had once again attacked the Bavarian stronghold at Lutzingen. Prince Eugene became exasperated with the performance of his Imperial cavalry whose third attack had failed: he had already shot two of his troopers to prevent a general flight. Then, declaring in disgust that he wished to "fight among brave men and not among cowards", Prince Eugene went into the attack with the Prussian and Danish infantry, as did Leopold I, waving a regimental colour to inspire his troops. This time the Prussians were able to storm the great Bavarian battery, and overwhelm the guns' crews. Beyond the village, Scholten's Danes defeated the French infantry in a desperate hand-to-hand bayonet struggle. When they saw that the centre had broken, Maximilian and Marsin decided the battle was lost; like the remnants of Tallard's army, they fled the battlefield, albeit in better order than Tallard's men. Attempts to organise an Allied force to prevent Marsin's withdrawal failed owing to the exhaustion of the cavalry, and the growing confusion in the field.
### Fall of Blenheim
> ... our men fought in and through the fire ... until many on both sides were burned to death. – Private Deane, 1st Regiment Foot Guards.
Marlborough now turned his attention from the fleeing enemy to direct Churchill to detach more infantry to storm Blenheim. Orkney's infantry, Hamilton's English brigade and St Paul's Hanoverians moved across the trampled wheat to the cottages. Fierce hand-to-hand fighting gradually forced the French towards the village centre, in and around the walled churchyard which had been prepared for defence. Lord John Hay and Charles Ross's dismounted dragoons were also sent, but suffered under a counter-charge delivered by the regiments of Artois and Provence under command of Colonel de la Silvière. Colonel Belville's Hanoverians were fed into the battle to steady the resolve of the dragoons, who attacked again. The Allied progress was slow and hard, and like the defenders, they suffered many casualties.
Many of the cottages were now burning, obscuring the field of fire and driving the defenders out of their positions. Hearing the din of battle in Blenheim, Tallard sent a message to Marlborough offering to order the garrison to withdraw from the field. "Inform Monsieur Tallard", replied Marlborough, "that, in the position in which he is now, he has no command." Nevertheless, as dusk came the Allied commander was anxious for a quick conclusion. The French infantry fought tenaciously to hold on to their position in Blenheim, but their commander was nowhere to be found. By now Blenheim was under assault from every side by three British generals: Cutts, Churchill, and Orkney. The French had repulsed every attack, but many had seen what had happened on the plain: their army was routed and they were cut off. Orkney, attacking from the rear, now tried a different tactic – "... it came into my head to beat parley", he later wrote, "which they accepted of and immediately their Brigadier de Nouville capitulated with me to be prisoner at discretion and lay down their arms." Threatened by Allied guns, other units followed their example. It was not until 21:00 that the Marquis de Blanzac, who had taken charge in Clérambault's absence, reluctantly accepted the inevitability of defeat, and some 10,000 of France's best infantry had laid down their arms.
During these events Marlborough was still in the saddle organising the pursuit of the broken enemy. Pausing for a moment, he scribbled on the back of an old tavern bill a note addressed to his wife, Sarah: "I have no time to say more but to beg you will give my duty to the Queen, and let her know her army has had a glorious victory."
## Aftermath
French losses were immense, with over 27,000 killed, wounded and captured. Moreover the myth of French invincibility had been destroyed, and King Louis's hopes of a victorious early peace were over. Mérode-Westerloo summarised the case against Tallard's army:
> The French lost this battle for a wide variety of reasons. For one thing they had too good an opinion of their own ability ... Another point was their faulty field dispositions, and in addition there was rampant indiscipline and inexperience displayed ... It took all these faults to lose so celebrated a battle.
It was a hard-fought contest: Prince Eugene observed that "I have not a squadron or battalion which did not charge four times at least."
Although the war dragged on for years, the Battle of Blenheim was probably its most decisive victory; Marlborough and Prince Eugene had saved the Habsburg Empire and thereby preserved the Grand Alliance from collapse. Munich, Augsburg, Ingolstadt, Ulm and the remaining territory of Bavaria soon fell to the Allies. By the Treaty of Ilbersheim, signed on 7 November, Bavaria was placed under Austrian military rule, allowing the Habsburgs to use its resources for the rest of the conflict.
The remnants of Maximilian and Marsin's wing limped back to Strasbourg, losing another 7,000 men through desertion. Despite being offered the chance to remain as ruler of Bavaria, under the strict terms of an alliance with Austria, Maximilian left his country and family in order to continue the war against the Allies from the Spanish Netherlands where he still held the post of governor-general. Tallard – who, unlike his subordinates, was not ransomed or exchanged – was taken to England and imprisoned in Nottingham until his release in 1711.
The 1704 campaign lasted longer than usual, for the Allies sought to extract the maximum advantage. Realising that France was too powerful to be forced to make peace by a single victory, Prince Eugene, Marlborough and Prince Louis met to plan their next moves. For the following year Marlborough proposed a campaign along the valley of the Moselle to carry the war deep into France. This required the capture of the major fortress of Landau which guarded the Rhine, and the towns of Trier and Trarbach on the Moselle itself. Trier was taken on 27 October and Landau fell on 23 November to Prince Louis and Prince Eugene; with the fall of Trarbach on 20 December, the campaign season for 1704 came to an end. The planned offensive never materialised as the Grand Alliance's army had to depart the Moselle to defend Liège from a French counteroffensive. The war raged on for another decade.
Marlborough returned to England on 14 December (O.S) to the acclamation of Queen Anne and the country. In the first days of January, the 110 cavalry standards and 128 infantry colours that had been captured during the battle were borne in procession to Westminster Hall. In February 1705, Queen Anne, who had made Marlborough a duke in 1702, granted him the Park of Woodstock and promised a sum of £240,000 to build a suitable house as a gift from a grateful Crown in recognition of his victory; this resulted in the construction of Blenheim Palace. The British historian Sir Edward Shepherd Creasy considered Blenheim one of the pivotal battles in history, writing: "Had it not been for Blenheim, all Europe might at this day suffer under the effect of French conquests resembling those of Alexander in extent and those of the Romans in durability." The military historian John A. Lynn considers this claim unjustified, for King Louis never had such an objective; the campaign in Bavaria was intended only to bring a favourable peace settlement and not domination over Europe.
Lake poet Robert Southey criticised the Battle of Blenheim in his anti-war poem "After Blenheim", but later praised the victory as "the greatest victory which had ever done honour to British arms". |
1,142,605 | 2005 Atlantic hurricane season | 1,173,613,073 | Hurricane season in the Atlantic Ocean | [
"2005 Atlantic hurricane season",
"Articles containing video clips",
"Articles which contain graphical timelines",
"Atlantic hurricane seasons",
"Tropical cyclones in 2005"
]
| The 2005 Atlantic hurricane season was the second-most active Atlantic hurricane season in history, with it being the most active until the record was broken 15 years later in 2020. The season broke numerous records at the time, with 28 tropical or subtropical storms recorded. The United States National Hurricane Center named 27 storms, exhausting the annual pre-designated list and resulting in the usage of six Greek letter names, and also identified an additional unnamed storm during a post-season re-analysis. A record 15 storms attained hurricane status, with maximum sustained winds of at least 74 miles per hour (119 km/h); of those, a record seven became major hurricanes, which are a Category 3 or higher on the Saffir–Simpson scale. Four storms of this season became Category 5 hurricanes, the highest ranking on the scale.
The four Category 5 hurricanes that developed during the season were: Emily, Katrina, Rita, and Wilma. In July, Emily reached peak intensity in the Caribbean Sea, becoming the first Category 5 hurricane of the season, later weakening and striking Mexico twice. In August, Katrina reached peak winds in the Gulf of Mexico but weakened by the time it struck the U.S. states of Louisiana and Mississippi. The most devastating effects of the season were felt on the Gulf Coast of the United States, where Katrina's storm surge crippled New Orleans, Louisiana, for weeks and devastated the Mississippi coastline. Katrina became the costliest U.S. hurricane, leaving \$125 billion in damage and 1,392 deaths. Rita followed in September, reaching peak intensity in the Gulf of Mexico before weakening and hitting near the border of Texas and Louisiana. The season's strongest hurricane, Wilma, became the most intense Atlantic hurricane on record, as measured by barometric pressure. Lasting for ten days in October, Wilma moved over Cozumel, the Yucatán Peninsula, and Florida, causing over \$22 billion in damage and 52 deaths.
The season's impact was widespread and catastrophic. Its storms caused an estimated 3,468 deaths and approximately \$172.3 billion in damage. It was the costliest season on record at the time, until its record was surpassed 12 years later. It also produced the second-highest accumulated cyclone energy (ACE) in the Atlantic basin, surpassed only by the 1933 season. The season officially began on June 1, 2005, and the first storm – Arlene – developed on June 8. Hurricane Dennis in July inflicted heavy damage to Cuba. Hurricane Stan in October was part of a broader weather system that killed 1,668 people and caused \$3.96 billion in damage to eastern Mexico and Central America, with Guatemala hit the hardest. The final storm – Zeta – formed in late December and lasted until January 6, 2006.
## Seasonal forecasts
Ahead of the formal start of the season, various groups issued forecasts for the number of named storms, hurricanes, and major hurricanes in the upcoming season, including Colorado State University (CSU), the Cuban Institute of Meteorology (InsMet), Tropical Storm Risk (TSR), and the United States National Oceanic and Atmospheric Administration (NOAA). Some forecasts predicted how many tropical cyclones would affect a particular country or territory.
### Pre-season forecasts
The first of these forecasts was issued by CSU, which predicted on December 5, 2004 that the season would be above average and feature 11 named storms, 6 hurricanes and 3 intense hurricanes. They also noted that the Caribbean and the entire United States coastline faced an increased risk of a major hurricane making landfall. TSR issued its first forecast a few days later and predicted that the season would feature 9.6 tropical storms, 5.7 hurricanes, 3.3 major hurricanes, and predicted that the accumulated cyclone energy (ACE) rating would be 145.
During January 2005, TSR increased its forecast to 13.9 tropical storms, 7.8 hurricanes, 3.6 major hurricanes, and predicted that the ACE rating would be 157. CSU issued its first updated forecast on April 1, increasing their prediction to 13 tropical storms, 7 hurricanes, and 3 major hurricanes, with a continued risk of a major hurricane landfall in the Caribbean or United States. The increase was based on the Atlantic continuing to warm and a strong belief that El Niño conditions would not persist into the hurricane season. On May 2, the Cuban Institute of Meteorology (InsMet) issued their seasonal forecast, which predicted that the season would feature 13 tropical storms and 7 hurricanes. This was followed on May 16 by NOAA, who predicted a 70% chance of above normal activity, with 12–15 tropical storms, 7–9 hurricanes, and 3–5 major hurricanes. CSU issued its second forecast update on May 31, revising its forecast to 15 named storms, 8 hurricanes and 4 major hurricanes; by this point, the group believed El Niño conditions were unlikely.
### Midseason outlooks
In their July forecast update, TSR anticipated that the season would be exceptionally active and well above average; the group increased their forecast to 15.3 tropical storms, 8.8 hurricanes, and 4.1 major hurricanes, with an ACE rating of 190. By the end of July, seven tropical storms and two major hurricanes had developed within the basin, which prompted CSU, InsMet, NOAA and TSR to significantly increase their seasonal forecasts at the start of August. In their August 5 update, CSU predicted that 13 more storms would form, with seven more hurricanes and three more major hurricanes. At the start of September, CSU updated their forecasts and predicted that eight more storms would form, with six more hurricanes and three major hurricanes. By the end of September, 17 named storms had developed, of which nine had developed into hurricanes and four had become major hurricanes. Within their final update for the year, CSU predicted that October would feature three named storms, two hurricanes and one major hurricane.
## Seasonal summary
With 28 storms (27 named storms and one unnamed), the 2005 Atlantic hurricane season set a new single-year record for most storms, surpassing the total of 20 from 1933. This record stood until surpassed by the 2020 season, which had 30 storms. A total of 7 named storms formed before August 1, which exceeded the record of 5 set in 1997; this record stood until 2020. The fourth named storm developed at a then-record early date, surpassed in 2012. The fifth though eleventh and the thirteenth and onward named storms developed at then-record early dates that were later surpassed in 2020. Further, the months of July and November set records for number of named storms, with 5 and 3, respectively. The 2005 season featured 15 hurricanes, surpassing the previous record of 12, set in 1969. Of the 15 hurricanes, 5 formed in September, with the season becoming only the sixth to feature 5 in that month. The 2005 season also featured a record seven major hurricanes, one more than the previous record, set in 1926, 1933, 1950, 1996, and 2004. The four Category 5 hurricanes were also a record. The season's activity was reflected with an ACE rating of 250, the second-highest value on record in the Atlantic basin, after the 1933 season.
The extremely active 2005 hurricane season was a continuation of an extended sequence of active years for tropical activity in the Atlantic. Tropical cyclone activity in the Atlantic Ocean between 1995 and 2004 was more active than any other decade in reliable record. With the exception of two years in which El Niño conditions were prevalent (1997 and 2002), all hurricane seasons were individually above average. This was associated with an active phase of the Atlantic multidecadal oscillation (AMO), with a similar period of elevated tropical activity occurring between 1950 and 1969. The anomalously frequent formation of tropical storms and hurricanes reflected the emergence of unusually warm sea surface temperatures across the tropical Atlantic. The Climate Prediction Center (CPC) predicted in May 2005 that the conditions associated with this active multi-decadal signal would continue into the 2005 hurricane season, providing favorable conditions for tropical cyclogenesis in the tropical Atlantic.
### Record activity
Chylek and Lesins (2008) determined that the likelihood of a season generating as much tropical activity as 2005 was less than 1 percent. The consecutive occurrence of hurricane seasons as active as 2004 and 2005 in the Atlantic was unprecedented. While environmental conditions favorable for the development of tropical cyclones were analogous to other active seasons, they were more pronounced and encompassed larger areas in 2005. The CPC determined that this environmental enhancement was primarily driven by four factors: the Atlantic multidecadal oscillation, the reduction of atmospheric convection in the tropical Pacific, record-high sea surface temperatures in the tropical Atlantic and Caribbean, and conducive wind and pressure patterns across the western Caribbean and Gulf of Mexico. The multidecadal oscillation increased the potency of conducive environmental factors for tropical development, including the increased strength of subtropical ridges in the northern and southern Atlantic and the eastern Pacific. This amplified the African easterly jet and enhanced upper-level easterlies, attenuating wind shear detrimental to tropical cyclogenesis across the central tropical Atlantic and the Caribbean. Frequent lulls in convection over the tropical Pacific also contributed to the strength of these ridges, focusing hurricane activity in the Atlantic. Most of the tropical storms and all major hurricanes in the Atlantic in 2005 formed when a lack of convection was present near the International Dateline, while a brief uptick in storms near the International Dateline led to a lull in tropical cyclogenesis in the Atlantic for the first half of August.
The Gulf of Mexico saw record levels of tropical activity in 2005, with 11 named storms entering the basin. The unusual activity was attributed to a persistent high pressure area over the Southeastern United States, the northeastward displacement and amplification of the Intertropical Convergence Zone (ITCZ) over the eastern Pacific, and above average sea surface temperatures in the Gulf of Mexico. These factors reduced vertical wind shear and favored cyclonic flow, creating an environment highly supportive of tropical development. The high pressure area also steered incoming storms into the Gulf of Mexico. In addition, the El Niño–Southern Oscillation (ENSO) was in a neutral phase, lowering the likelihood of storms making landfall on the East Coast of the United States and leading to a concentration of impacts farther west. This focusing mechanism led to a complementary reduction in storms developing close to Cape Verde. During the peak of the 2005 season, the Loop Current – an ocean current that transports warm water from the Caribbean Sea northward into the Gulf of Mexico and offshore the U.S. East Coast – propagated northward, reaching its most poleward point in advance of Hurricane Katrina. This protrusion detached into a warm core ring, or a small region of warm waters to an abnormally deep depth, and began to drift southwest as Hurricane Rita traversed the region. By mid-October, the Loop Current returned to its typical position in the Yucatán Peninsula. This evolution provided enhanced ocean heat content to both hurricanes and was partially responsible for the extreme intensities attained by those cyclones.
In addition to the unusually high amount of tropical activity, the 2005 season also featured an abnormally high amount of storms in the typically inactive early and latter parts of the season. Lowered sea-level atmospheric pressures in the late spring and early summer of 2005 curtailed the strength of trade winds, resulting in a reduction of latent heat loss from the tropical Atlantic and Caribbean. This allowed the persistence of the anomalously warm sea surface temperatures that had contributed to the active 2004 hurricane season; this warmth remained until November 2005. The activity in later parts of the 2005 season was elevated by the unusual development of four tropical cyclones from non-tropical origins over the eastern Atlantic.
In the wake of the season, questions arose regarding the potential impact of global warming on Atlantic hurricane activity. Hurricane experts noted that establishing a conclusive relationship would be difficult given the significant role that natural variability plays on hurricane formation and significantly improved tropical cyclone detection methods compared to decades past. A series of international workshops were established after 2005. After five years of analysis, researchers were unable to confirm whether the recent increase in tropical cyclone activity could be attributed more to climate change than natural variability. Models developed within the workshops projected that the number of tropical cyclones under Category 3 intensity would fall over the 21st century, while the number of intense Category 4–5 hurricanes would increase significantly. One potential hypothesis for these findings was a projected increase in vertical wind shear contradicted by warmer ocean temperatures for hurricanes to utilize. The team also concluded that the amount of precipitation produced by tropical cyclones would increase over the next century. In May 2020, researchers at the National Oceanic and Atmospheric Administration and the University of Wisconsin at Madison built upon this research and, for the first time, established a statistically significant global trend toward more intense tropical cyclones, particularly in the Atlantic basin. The research not only reaffirmed a trend toward stronger, wetter tropical cyclones, but it also identified a trend toward increased rapid intensification events and a general slowing of tropical cyclones' forward motion near land.
### Impacts
The storms of the season were extraordinarily damaging and were responsible for significant loss of life. Total damage is estimated to be about US\$171.7 billion, and the seasons' storms contributed to the deaths of 3,912 people. There were a record 15 storms making landfall, including seven storms that struck the United States.
The hardest-hit area was the United States Gulf Coast from eastern Texas to Florida, affected to varying degrees by Arlene, Cindy, Dennis, Katrina, Ophelia, Rita, Tammy, and Wilma. Dennis left \$2.23 billion in damage along the Florida Panhandle. Katrina caused catastrophic damage to the Gulf Coast, devastating a long stretch of coast along Louisiana, Mississippi, and Alabama with a 30-foot (9.1 m) storm surge. Wind damage was reported well inland, slowing down recovery efforts. Storm surge also breached levees in the city of New Orleans, Louisiana, flooding about 80% of the city. Total damage has been estimated at \$125 billion, making Katrina the costliest hurricane in U.S. history, surpassing Andrew in 1992 and tying Harvey in 2017. At least 1,392 people were killed by the storm, making it the deadliest hurricane in the U.S. since 1928. Southeastern North Carolina suffered some damage from the slow-moving Ophelia. Rita struck near the border of Louisiana and Texas. The hurricane re-flooded New Orleans (though to a far less degree than Katrina), and caused about \$18.5 billion in damage. Wilma caused about \$19 billion in damage when it moved across southern Florida in October. The hurricane contributed to 30 deaths, five of whom were killed directly by the storm.
Three hurricanes struck Mexico – Emily, Stan, and Wilma. Emily struck Quintana Roo and Tamaulipas as a major hurricane, causing US\$343 million (\$3.4 billion MXN) in damage. Stan killed 80 people in Mexico, and damage in the county was estimated at US\$1.2 billion (\$13.2 billion MXN). Stan was part of a broader weather system across Central America that killed 1,513 people in Guatemala, where damage was estimated at US\$996 million. Wilma dropped historic rainfall while drifting across the Yucatán peninsula. It killed four people in the country and left US\$454 million (\$4.8 billion MXN) in damage.
In the Caribbean, Cuba suffered the effects of Dennis and Wilma. The former killed 16 people and left US\$1.4 billion in damage when it struck Cuba twice. Later, Wilma flooded parts of western Cuba, leaving US\$704 million in damage. The island of Hispaniola experienced Dennis in July, which killed 56 people in Haiti. Emily killed one person and left US\$111 million in damage when it struck Grenada, and later it killed five people on Jamaica. Collectively, Dennis and Emily caused about US\$96 million (J\$6 billion) in damage to Jamaica. Wilma killed 12 people in Haiti and one in Jamaica. Alpha killed 26 people in the Caribbean. In Central America, Beta killed nine people and caused US\$11.5 million in damage when it struck Nicaragua in October. In November, Tropical Storm Gamma killed two people in Bequia in the Grenadines, 34 people in Honduras, and 3 in Belize.
Unusual impacts were felt in Europe and nearby islands. The remnants of Maria caused a landslide in Norway that killed three people. The unnamed subtropical storm in October moved through the Azores. Also in October, Vince became the first recorded tropical cyclone to strike Spain, making landfall at tropical depression intensity. In November, the extratropical remnants of Delta struck the Canary Islands, causing 7 fatalities, with 12 people missing.
## Systems
### Tropical Storm Arlene
The season's first tropical depression developed north of Honduras on June 8 from the interaction of the ITCZ and a series of tropical waves. A day later it intensified into Tropical Storm Arlene while taking a northward track. On June 10, Arlene struck western Cuba. The storm intensified further in the eastern Gulf of Mexico, reaching winds of 70 mph (110 km/h) early on June 11. Later that day, the storm moved ashore just west of Pensacola, Florida. Over the next two days, Arlene continued northward through the United States, dissipating over southeastern Canada on June 14.
In western Cuba, Arlene produced wind gusts of 49 mph (79 km/h) at Punta del Este and 6.81 in (173 mm) of rainfall in the city of Pinar del Río. Arlene left mostly minor damage throughout the United States, estimated at \$11.8 million. Storm surge damaged coastal roads in the Florida Panhandle and Alabama. In Miami Beach, Florida, a student died when she was caught in a rip current. Rainfall in the United States peaked at 9.84 in (250 mm) in Lake Toxaway, North Carolina. The remnants of Arlene dropped approximately 6 to 7 in (150 to 180 mm) of rainfall in Warren County, New York, in just two hours, washing out several roadways and flooding numerous homes.
### Tropical Storm Bret
Between June 24 and June 27, a tropical wave and weak low-pressure area moved in tandem across Central America and eastern Mexico. The system then reached the Bay of Campeche early on June 28 and quickly organized into a tropical depression that day around 18:00 UTC. Six hours later, at 00:00 UTC on June 29, the depression intensified into Tropical Storm Bret and peaked with sustained winds of 40 mph (64 km/h). Bret moved ashore northeastern Mexico near Tuxpan, Veracruz, around 12:00 UTC, dissipating early on June 30 over San Luis Potosí.
Bret brought heavy rainfall across Mexico, reaching at least 10.47 in (266 mm) in El Raudal, Veracruz. One person drowned in Cerro Azul, while another death occurred in Naranjos due to cardiac arrest. The floods forced the evacuation of approximately 2,800 people, damaged around 3,000 houses, isolated 66 villages, and caused about \$100 million (MXN, US\$9.2 million) in damage.
### Hurricane Cindy
A tropical depression formed on July 3 in the western Caribbean Sea from a tropical wave that moved off Africa nine days prior. The depression crossed the Yucatán Peninsula and dropped rainfall, reaching 2.8 in (71 mm) in Cancún. The system entered the Gulf of Mexico, strengthening into Tropical Storm Cindy early on July 5. Cindy intensified further into a minimal hurricane early on July 6, with peak winds of 75 mph (121 km/h). The hurricane struck southeastern Louisiana and later southern Mississippi. Cindy continued across the southeastern United States and transitioned into an extratropical cyclone on July 7 over The Carolinas; it eventually dissipated over the Gulf of St. Lawrence on July 12.
Across the United States, the hurricane caused \$320 million in damage and three fatalities – one in Georgia from flooding, and two in Maryland from a car crash. Across Louisiana, the hurricane left 280,000 people without power. Rainfall in the United States peaked at 9.50 in (241 mm) in Saint Bernard, Louisiana. Cindy spawned a large tornado outbreak, including an F2 tornado near Hampton, Georgia, that caused over \$40 million in damage at the Atlanta Motor Speedway alone. The same tornado inflicted severe damage to 11 planes and 5 vintage helicopters at Tara Field and impacted hundreds of homes to some degree.
### Hurricane Dennis
A tropical wave led to the development of Tropical Depression Four in the southeastern Caribbean late on July 4 and further strengthened into Tropical Storm Dennis early the next day. The storm moved west-northwestward, strengthening into a hurricane on July 6 to the south of Hispaniola. On the next day, Dennis rapidly intensified into a Category 4 hurricane while moving between Jamaica and Haiti. Early on July 8, the hurricane briefly moved over Granma Province in southeastern Cuba. After briefly weakening, Dennis restrengthened to attain peak winds of 150 mph (240 km/h) in the Gulf of Guacanayabo, making it the strongest Atlantic hurricane before August; its record was broken eight days later by Hurricane Emily. Later on July 8, Dennis moved ashore again in Matanzas Province. The hurricane crossed Cuba entered the Gulf of Mexico on July 9 as a weakened hurricane. Dennis re-intensified to a secondary peak of 145 mph (233 km/h) on July 10, only to weaken prior to its final landfall later that day near Pensacola, Florida. Dennis weakened and moved through the southeastern United States, the Ohio Valley, and eventually dissipating on July 18 over Ontario.
The outer rainbands of Dennis produced widespread flooding and landslides in Haiti, killing at least 56 people and leaving US\$50 million in damage. Dennis brought torrential rain to Jamaica, reaching 24.54 in (623 mm) in Mavis Bank. One person died in Jamaica, and damage was estimated at US\$31.7 million. The storm's heaviest rainfall occurred in Cuba, reaching 43.0 in (1,092 mm), making Dennis the wettest storm for the island since Hurricane Flora of 1963. Across the island, Dennis killed 16 people, and left US\$1.4 billion in damage, affecting agriculture, tourist areas, infrastructure, and houses. Dennis moved ashore Florida near where Hurricane Ivan struck ten months prior. Damage from Dennis in the United States totaled \$2.545 billion, and there were 15 deaths in the country, all but one in Florida. Rainfall in the United States reached 12.80 in (325 mm) near Camden, Alabama.
### Hurricane Emily
On July 11, a tropical wave spawned a tropical depression east of the Lesser Antilles which quickly intensified into Tropical Storm Emily. Moving westward, Emily strengthened into a minimal hurricane and struck Grenada at that intensity on July 14. Continuing across the Caribbean Sea, Emily eventually strengthened into a Category 5 hurricane on July 16 to the southwest of Jamaica, reaching peak winds of 160 mph (260 km/h). Emily broke the record set by Dennis for the strongest Atlantic hurricane before August. Emily weakened after its peak intensity, striking the northeastern Yucatán Peninsula on July 18 with winds of 135 mph (217 km/h). Emily emerged into the Gulf of Mexico and restrengthened, making another landfall in Mexico on July 18 in Tamaulipas with winds of 125 mph (201 km/h). A day later, Emily dissipated over land. Emily was the earliest 5th named storm before being surpassed by Tropical Storm Edouard in 2020.
In Grenada, Emily killed one person and caused US\$111 million in damage, with thousands of roofs damaged. The hurricane's large circulation also damaged houses in other nearby islands. Heavy rainfall from Emily affected Haiti, killing five people. In Jamaica, Emily produced 15.43 in (392 mm) of rainfall; associated flooding killed five people on the island. Collectively, Emily and earlier Hurricane Dennis left about US\$96 million (J\$6 billion) in damage to Jamaica. In Honduras, a man drowned in a river swollen by rains from Emily. Damage was heaviest where Emily made its two landfalls in Mexico, with damage in the country estimated at US\$343 million (\$3.4 billion MXN). Two helicopter pilots were killed when their aircraft crashed while evacuating offshore oil platforms operated by Pemex. A man in Playa del Carmen was electrocuted to death while preparing for the hurricane. The outskirts of Emily dropped heavy rainfall in southern Texas, damaging about \$4.7 million worth of cotton.
### Tropical Storm Franklin
Tropical Depression Six formed northeast of the Bahamas on July 21, originating from a tropical wave that exited the coast of Africa on July 10. The depression quickly intensified into Tropical Storm Franklin, but wind shear disrupted the storm's initial development. As the storm moved to the north and northeast, it intensified; on July 23, Franklin attained peak winds of 70 mph (110 km/h). Three days later the storm passed west of Bermuda. An approaching trough turned Franklin to the northwest and weakened Franklin to a minimal tropical storm. Franklin restrengthened slightly as it accelerated northeastward. On July 30, the storm transitioned into an extratropical cyclone south of Nova Scotia, and a day later it was absorbed by a larger extratropical storm near Newfoundland. Franklin held the record for the earliest sixth named storm until it was broken by Tropical Storm Fay in 2020.
On July 26, Bermuda recorded wind gusts of 37 mph (60 km/h) while the storm made its closest approach. The storm brought light rainfall to Newfoundland.
### Tropical Storm Gert
A tropical wave, the same that spawned Tropical Storm Franklin, moved off Africa on July 10. It tracked west-northwest into the Bay of Campeche on July 23, where it contributed to the development of a tropical depression later that day. As convection increased near the center, the depression intensified into Tropical Storm Gert early on July 24. The cyclone did not persist long over water, instead moving ashore north of Cabo Rojo, Mexico, with 45 mph (72 km/h) winds early on July 25. It continued inland, affecting the same areas impacted by Hurricane Emily just days prior, and quickly dissipated over high terrain at the end of that day.
Gert dropped heavy rainfall, reaching 8.46 in (214.9 mm) in San Luis Potosí. Gert caused about US\$6 million (\$60 million 2005 MXN) in damage, and resulted in one fatality in Nuevo León. Gert was the earliest seventh named storm until it was surpassed by Tropical Storm Gonzalo in 2020.
### Tropical Storm Harvey
Tropical Depression Eight formed on August 2 southwest of Bermuda from a tropical wave that left the African coast on July 22. The depression strengthened into Tropical Storm Harvey on August 3 while moving northeastward. Due to strong wind shear, Harvey initially exhibited subtropical characteristics. On August 4, Harvey passed 45 miles (72 km) south of Bermuda. After moving away from the island, Harvey attained peak winds of 65 mph (105 km/h) late on August 4 and continued northeastward for a few days, transitioning into an extratropical storm on August 9. The storm gradually weakened and eventually dissipated northwest of the Azores on August 14. Harvey was the earliest eighth named storm on record before being surpassed by Hurricane Hanna during the 2020 Atlantic hurricane season.
On Bermuda, Harvey dropped 5.02 in (128 mm) of rainfall at Bermuda International Airport, flooding some roads. Sustained winds on the island reached 45 mph (72 km/h).
### Hurricane Irene
A high-latitude tropical wave led to the genesis of Tropical Depression Nine west of Cabo Verde on August 4. It moved to the northwest without much initial development. On August 7, the depression strengthened into Tropical Storm Irene, only to weaken into a tropical depression again the next day. Irene turned to the west, and later resumed its northwest track. It re-intensified into a tropical storm on August 11. On August 15, the storm turned to the north, passing between Bermuda and North Carolina. On the next day, it strengthened into a hurricane. Irene intensified further after turning to the northeast and later east. Late on August 16, the cyclone attained peak winds of 105 mph (169 km/h). An approaching trough weakened Irene and caused it to accelerate northeastward. On August 18, Irene weakened into a tropical storm, and later that day was absorbed by a larger extratropical storm to the southeast of Newfoundland. Rip currents near Long Beach, New York killed a 16-year-old boy. Irene was the earliest ninth named storm on record before being surpassed by Hurricane Isaias in 2020.
### Tropical Depression Ten
Tropical Depression Ten formed between the Lesser Antilles and Cape Verde on August 13 from a tropical wave that entered the Atlantic five days earlier. The depression moved slowly westward in an environment of strong vertical shear. Some weather models predicted relaxing shear and intensification of the system; however, the hostile conditions ripped the system apart, causing the depression to degenerate into a remnant low, and the NHC discontinued advisories on August 14, when no organized deep convection remained. The remnants of Tropical Depression Ten continued drifting northwestward, before degenerating further into a tropical wave north of the Leeward Islands, on August 18. Soon afterward, the low-level and mid-level circulations split, with the mid-level circulation lagging behind to the east. The remnant low-level circulation continued westward, before dissipating near Cuba on August 21. Producing occasional bursts of convection, the mid-level remnant circulation eventually merged with another tropical wave approaching from the east, on August 19. This new system would become Tropical Depression Twelve over the Bahamas and, eventually, Hurricane Katrina.
### Tropical Storm Jose
A tropical wave, plausibly the same that spawned Tropical Depression Ten nine days earlier, led to the formation of Tropical Depression Eleven over the Bay of Campeche on August 22. The depression strengthened into Tropical Storm Jose later that day and achieved a maximum strength of 60 mph (97 km/h). Jose made landfall in the Mexican state of Veracruz near the Laguna Verde Nuclear Power Station on August 23. The cyclone became more organized two hours before making landfall and was forming an eye, but its winds remained under hurricane strength. Jose rapidly weakened and soon dissipated as it moved inland over Mexico. Jose was the earliest 10th named storm until surpassed by Tropical Storm Josephine in 2020.
While drenching Mexico's Gulf coast, Jose forced some 25,000 residents from their homes in Veracruz state and damaged at least 16,000 homes in the state. Jose killed 11 people in Veracruz and 5 in Oaxaca. Damage in Mexico totaled roughly \$45 million.
### Hurricane Katrina
A tropical depression developed on August 23 from the complex interaction of a tropical wave, the mid-level remnants of Tropical Depression Ten, and a nearby upper-level trough. The depression became a tropical storm on August 24 and a hurricane on August 25, making landfall as a Category 1 hurricane in southeastern Florida. Katrina imparted about \$500 million in crop and infrastructure damage to the state. The hurricane quickly crossed Florida and emerged into the Gulf of Mexico. Katrina rapidly intensified to Category 5 status early on August 28, becoming the seventh most intense Atlantic hurricane. Turning northward, the hurricane weakened as it approached the northern Gulf Coast. On August 29 at 11:10 UTC, Katrina made landfall in southeastern Louisiana as a Category 3 hurricane, with 125 mph (201 km/h) winds, and a barometric pressure of 920 mbar (27 inHg); it was the third lowest pressure for a landfalling United States hurricane at the time, and fourth as of 2018. Katrina then crossed the Breton Sound, making a third and final landfall with 120 mph (190 km/h) winds near Pearlington, Mississippi. The cyclone quickly weakened after moving inland and became extratropical over Kentucky on August 30.
On August 28, the New Orleans National Weather Service issued an urgent weather bulletin describing potentially catastrophic impacts, comparing Katrina to Hurricane Camille of 1969. That same day, New Orleans mayor Ray Nagin issued the city's first-ever mandatory evacuation. About 80% of the city and 83% of neighboring Jefferson Parish evacuated ahead of the storm. The hurricane left catastrophic damage across southern Louisiana, with more than 300,000 houses damaged or destroyed; most of these were in Orleans Parish. In New Orleans, storm surge breached the levees along the Gulf Intracoastal Waterway and 17th Street and London Avenue Canals, flooding about 80% of the city. Portions of the city remained underwater for 43 days. The Mississippi and Alabama coastlines also suffered catastrophic damage from the storm's 30 ft (9.1 m) storm surge, with very few structures remaining on the coast of the former. Across the region, the hurricane flooded and ruined about 350,000 vehicles. About 2.4 million people lost access to clean drinking water. Katrina also spawned an outbreak of 62 tornadoes across the eight states in the eastern United States.
Hurricane Katrina imparted catastrophic damage in portions of Louisiana and Mississippi, with overall damage estimated at \$173 billion; this makes Katrina the costliest natural disaster in U.S. history. Throughout the United States, Katrina killed 1,392 people, making it one of the deadliest hurricanes in the United States, and the deadliest American hurricane since 1928. The Federal Emergency Management Agency (FEMA) managed the aftermath of the hurricane, and faced criticism for its response time, lack of coordination with state agencies, supply shortages, and insufficient housing for federal workers. Tens of thousands of people lost their jobs following the hurricane. Residents across the New Orleans area suffered health effects, including rashes and respiratory problems, from polluted water and air following the hurricane. Katrina forced about 800,000 people to move temporarily, which was the greatest number of displaced people in the country since the Dust Bowl. The United States federal government spent \$110.6 billion in relief, recovery and rebuilding efforts, including \$16 billion toward rebuilding houses, which was the nation's largest ever housing recovery project. Within a year of the storm, most of the levees were largely repaired. Various countries and international agencies sent supplies or financial aid to assist in the hurricane response.
### Tropical Storm Lee
A tropical wave moved off the coast of Africa on August 24. It developed into Tropical Depression Thirteen on August 28 while 960 miles (1,540 km) east of the Lesser Antilles. Strong wind shear prevented much organization, and the depression degenerated into a low pressure area late on August 29. The remnants moved to the north and northeast, steered by a larger non-tropical system to the north. The convection increased on August 31; that day the system regenerated into a tropical depression, which strengthened further into Tropical Storm Lee. The storm attained peak winds of 40 mph (64 km/h) while located between Bermuda and the Azores. After 12 hours as a tropical storm, Lee weakened back to a tropical depression as it turned to the northwest, steered by the larger non-tropical storm. On September 2, the depression degenerated into a remnant low, which was absorbed by a cold front two days later.
### Hurricane Maria
A strong tropical wave entered the eastern Atlantic on August 27. The broad disturbance was initially hindered by strong wind shear but eventually organized into a tropical depression about halfway between the Leeward Islands and Cabo Verde early on September 1. The tropical cyclone moved northwest and steadily organized as upper-level winds became more conducive. It strengthened into Tropical Storm Maria on September 2 and eventually became the sixth hurricane of the season early on September 4. As the cyclone developed a well-defined eye, Maria reached peak winds of 115 mph (185 km/h), Category 3 strength, early on September 6. Around the time of its peak, Maria turned to the north and northeast, moving around the subtropical ridge as it gradually weakened. Maria fell to tropical storm intensity on September 9 and became extratropical a day later between Newfoundland and the Azores. The former hurricane re-intensified over the northern Atlantic Ocean, only to weaken before passing near southern Iceland. On September 14, the extratropical storm that was once Maria merged with another extratropical storm while approaching Norway.
The remnants of Maria brought resulted in heavy rainfall to Norway, triggering a landslide in Bergen that killed three people and injured seven others.
### Hurricane Nate
A tropical wave left Africa on August 30 and moved into the southwestern Atlantic, where subsequent interaction with an upper-level low led to the genesis of a tropical depression south-southwest of Bermuda on September 5. This depression quickly intensified into Tropical Storm Nate, which moved slowly northeastward. On September 7, Nate intensified into the seventh hurricane of the season. A day later, the hurricane passed southeast of Bermuda, where it produced wind gusts of 50 mph (80 km/h). Early on September 9, Nate attained peak winds of 90 mph (140 km/h) as it accelerated northeastward ahead of a trough. The same trough created unfavorable conditions, causing Nate to weaken quickly back to tropical storm status. On September 10, Nate transitioned into an extratropical storm which was absorbed by a larger extratropical storm near the Azores on September 13.
Canadian Navy ships headed to the U.S. Gulf Coast to help in the aftermath of Hurricane Katrina were slowed down trying to avoid Nate and Ophelia. Rip currents caused by hurricanes Nate and Maria killed one person in New Jersey and severely injured another person.
### Hurricane Ophelia
The interplay of a cold front and a trough led to the development of Tropical Depression Sixteen over the northern Bahamas on September 6. The depression strengthened into Tropical Storm Ophelia on September 7 and briefly into a hurricane on September 9 while stalled off the east coast of Florida. Ophelia fluctuated between hurricane and tropical storm intensity for the next week as it meandered off the southeastern United States. Twice it attained peak winds of 85 mph (137 km/h). On September 14, the northern eyewall moved over the North Carolina coast from Wilmington to Morehead City. After moving away from the state, Ophelia weakened to tropical storm status for a fourth and final time due to stronger wind shear and dry air. The storm accelerated northeastward and passed southeast of Cape Cod. Ophelia transitioned into an extratropical storm on September 18 and subsequently crossed Nova Scotia and Newfoundland, eventually dissipating on September 23 north of the Scandinavian Peninsula.
Ophelia caused significant coastal erosion from the churning waves. The hurricane caused extensive damage in the Outer Banks and around Cape Fear. Damage in the United States was estimated at \$70 million. The storm's remnants produced strong winds and heavy rain over Atlantic Canada. Ophelia killed three people – a drowning in Florida from high surf, a traffic fatality in North Carolina, and a death from a fall in Nova Scotia.
### Hurricane Philippe
On September 17, Tropical Depression Seventeen formed from a tropical wave about 350 miles (560 km) east of Barbados. It quickly intensified into Tropical Storm Philippe while taking a track to the north-northwest. Early on September 19, Philippe attained hurricane status and reached peak winds of 80 mph (130 km/h) a day later. Wind shear from an upper-level low caused the hurricane to weaken back to a tropical storm, exposing the center from the convection. On September 21, Philippe accelerated to the north and began moving around the upper-level low, which had extended to the surface and developed into a non-tropical cyclone. The storm briefly threatened Bermuda as it turned to the northwest and began a counterclockwise loop. On September 23, Philippe weakened to a tropical depression and later a remnant low; it was absorbed by the larger non-tropical cyclone a day later.
Philippe brought gusty winds and moisture to Bermuda, with 0.15 inches (3.8 mm) of precipitation reported on September 23. The circulation that absorbed Philippe dropped light rainfall on the island, and was responsible for the lowest barometric pressure during the month. When Philippe formed in September 17, Philippe became the earliest 16th named storm on record until the record was broken by 2020's Hurricane Paulette by 10 days.
### Hurricane Rita
In mid-September, the southern extent of a stationary front devolved into a trough north of the Leeward Islands. A tropical wave interacted with this feature to form a tropical depression near the Turks and Caicos Islands on September 18. It organized into Tropical Storm Rita later that day. Moving to the west-northwest, the storm's intensification attenuated over the Bahamas before resuming thereafter, becoming a hurricane on September 20 between Cuba and Florida. Rapid intensification ensued as Rita moved into the Gulf of Mexico. Late on September 21, Rita strengthened into a Category 5 hurricane, and the next day it attained peak winds of 180 mph (290 km/h). Its minimum pressure of 895 mbar (895 hPa; 26.4 inHg) was the lowest of any storm in the Gulf of Mexico on record. The hurricane weakened as it approached the northwest Gulf Coast. On September 24, Rita made landfall near the Texas–Louisiana border with sustained winds of 115 mph (185 km/h). It rapidly weakened over land as it turned to the north and northeast, and was later absorbed by an approaching cold front on September 26 over Illinois.
Across the United States, Rita imparted \$18.5 billion in damage and killed 120 people, although only seven deaths were directly related to the hurricane. Early in its evolution, Rita flooded houses in northern Cuba and the Florida Keys. Rita's approach to the U.S. Gulf Coast prompted one of the largest mass evacuations in the country's history, with an estimated 3.7 million people fleeing the Texas coast between Corpus Christi and Beaumont. Due in part to high temperatures preceding Rita's landfall and elderly susceptibility to excessive heat, at least 80 people died during the mass evacuation; a coach fire en route to Dallas claimed 23 lives. Rita generated a 15-foot (4.6 m) storm surge that devastated parts of Cameron Parish in Louisiana, destroying most structures in towns like Cameron and Holly Beach. Storm surge also damaged homes in adjoining Jefferson County in Texas. In New Orleans, Rita produced additional flooding and overtopped levees that had been repaired after Hurricane Katrina a month earlier. Impacts from heavy rainfall, gusty winds, and tornadoes associated with Rita affected much of the lower Mississippi River Valley, and over a million electricity customers lost power.
A third of Cameron Parish's population left the parish following the devastation wrought by Rita. FEMA granted over \$1.3 billion to Louisiana to support recovery efforts; \$668.8 million was allocated in the form of public assistance grants for initial recovery measures, and \$523.5 million was sent to individuals as part of the agency's Individuals and Households program. Over \$1 billion in federal assistance was also disbursed to Texas. Texas' Community Development Block Grant Disaster Recovery Program aided 1.85 million people in addition to supporting longer-term infrastructure repairs.
### Tropical Depression Nineteen
On September 30, a tropical wave developed into Tropical Depression Nineteen to the west of Cabo Verde. The newly formed cyclone exhibited deep convection in the southern semicircle, but its cloud pattern quickly deteriorated under the influence of strong wind shear. The system moved northwestward and failed to intensify beyond winds of 35 mph (56 km/h), instead dissipating on October 2 without affecting land.
### Hurricane Stan
A tropical wave emerged from Africa on September 17 and moved across the central Atlantic, hampered by north-northeasterly wind shear. The disturbance eventually traveled into the western Caribbean Sea, where it organized into a tropical depression southeast of Cozumel around 12:00 UTC on October 1. High pressure directed the cyclone toward the west-northwest, and the depression intensified into Tropical Storm Stan shortly before making landfall along the eastern coast of the Yucatan Peninsula. Stan briefly weakened to a tropical depression as it crossed over land, but it regained tropical storm strength over the Bay of Campeche on October 3, when ridging further intensified and forced the storm west-southwest. Rapid intensification ensued, allowing Stan to become a Category 1 hurricane before its second landfall east-southeast of Veracruz early on October 4. Once inland, the system rapidly unraveled over the mountainous terrain of Mexico, dissipating in the state of Oaxaca just after 06:00 UTC on October 5.
Stan killed 80 people in Mexico, and damage in the county was estimated at US\$1.2 billion (\$13.2 billion MXN). Stan was associated with a larger weather system across eastern Mexico and Central America. Torrential rainfall across this region killed 1,513 people in Guatemala, making it the deadliest natural disaster in the country's history. Damage in Guatemala was estimated at US\$996 million. El Salvador's Santa Ana Volcano erupted on October 1, occurring simultaneous to the flooding. The flooding killed 69 people in the country, and damage from the two disasters was estimated at US\$355.6 million. In Honduras, the weather system killed seven people and left US\$100 million in damage. There were also three deaths in Nicaragua and one in Costa Rica. Road damage in Costa Rica from Stan and earlier Hurricane Rita was estimated at US\$57 million (₡28 billion (CRC).
### Unnamed subtropical storm
In the post-season analysis, the National Hurricane Center identified an additional subtropical storm that had gone unclassified during the course of the season. In late September, an upper-level low formed west of the Canary Islands and moved westward, organizing into a subtropical depression early on October 4. It quickly intensified into a subtropical storm while curving northeast ahead of an approaching cold front. The storm attained peak winds of 50 mph (80 km/h) as it moved through the eastern Azores, where Santa Maria Island reported sustained winds up to 40 mph (64 km/h). Early on October 5, the storm merged with the cold front; later that day, its remains were absorbed by a non-tropical low. The low that absorbed the storm would eventually become Hurricane Vince.
### Tropical Storm Tammy
On October 5, Tropical Storm Tammy developed east of Florida following the interaction of a tropical wave and an upper-level trough. That day, it strengthened to reach peak winds of 50 mph (80 km/h) and made landfall near Jacksonville, Florida. Tammy weakened as it moved inland, crossing southern Georgia and Alabama. It was absorbed by a larger extratropical storm on October 6. Tammy dropped locally heavy rainfall along its path, causing minor damage. The frontal system that absorbed Tammy was a partial cause for severe flooding in New York, New Jersey and New England that killed 10 people in mid-October.
### Subtropical Depression Twenty-Two
Subtropical Depression Twenty-Two formed from a non-tropical low 450 miles (720 km) southeast of Bermuda on October 8. The system encountered unfavorable conditions as it turned westward and degenerated into a remnant low on October 10, before becoming extratropical on the following day. The NHC continued to monitor the remnant as it headed towards the East Coast of the United States. The extratropical system transported tropical moisture northward, and was, along with Tropical Storm Tammy, a partial cause of severe flooding in New York, New Jersey and New England during early-to-mid-October. The flooding killed 10 people after 6 to 10 in (150 to 250 mm) of precipitation fell in some locales.
### Hurricane Vince
Subtropical Storm Vince formed in the eastern Atlantic near Madeira on October 8 from the same non-tropical low that absorbed the unnamed subtropical storm. Vince transitioned into a tropical storm on the following day and was upgraded to a hurricane shortly thereafter. Although Vince was a very small and short-lived storm that only briefly reached hurricane strength, it was notable for developing in the northeastern Atlantic, well away from where hurricanes usually form. Vince made landfall on the Iberian Peninsula near Huelva, Spain, on October 11 just after weakening to a tropical depression. Vince was the first tropical cyclone on record to make landfall in Spain. The storm left minor flooding in some areas.
### Hurricane Wilma
An upper-level low over the southwestern Atlantic helped facilitate the formation of a large, monsoon-like gyre over the Caribbean Sea in middle October. A series of tropical waves moved into this area of disturbed weather and helped form a low-pressure system that developed into Tropical Depression Twenty-Four southwest of Jamaica on October 15. It intensified into Tropical Storm Wilma two days later. Wilma moved slowly through the warm waters of the western Caribbean Sea and began a period of rapid deepening on October 18 that lasted into the following day. This culminated in the cyclone attaining Category 5 hurricane status, reaching peak winds of 185 mph (298 km/h) and setting a record for the lowest barometric pressure in an Atlantic hurricane; at 12:00 UTC on October 19, hurricane hunters recorded a pressure of 882 mbar (26.0 inHg) in the center of the tiny, well-defined eye of Wilma. Wilma weakened to Category 4 intensity by the time it made landfall on Cozumel on October 21. It later crossed the northeastern Yucatán Peninsula and emerged into the Gulf of Mexico, turning northeast. On October 24, Wilma made landfall in southwestern Florida at Cape Romano with winds of 120 mph (190 km/h). The hurricane quickly crossed the state and continued across the western Atlantic Ocean. Wilma transitioned into an extratropical cyclone on October 26, which was absorbed by a larger extratropical storm a day later over Atlantic Canada.
In its formative stages, Wilma's large circulation spread across much of the western Caribbean Sea, killing 12 people in Haiti and one in Jamaica. Wilma set a record in Mexico, and for the entire Western Hemisphere, for the highest 24 hour rainfall total, with 64.330 in (1,633.98 mm) recorded at Isla Mujeres. There were four deaths in Mexico, and nationwide damage was estimated at US\$454 million (\$4.8 billion MXN). Local and federal troops quelled looting and rioting in Cancún. Cancún's airport was closed to the public in the days after the storm, forcing stranded visitors to fly out of Mérida, Yucatán, the region's closest functioning airport. On November 28, Mexico declared a disaster area for 9 of Quintana Roo's 11 municipalities. Mexico's development bank – Nacional Financiera – provided financial assistance for businesses affected by Wilma and Stan through a \$400 million fund (MXN, US\$38 million).
A significant storm surge flooded areas of western Cuba, leaving US\$704 million in damage. In Florida, Wilma caused \$19 billion in damage and killed 30 people; five of the deaths were caused directly by the hurricane. Wilma's storm surge caused the worst flooding in the Florida Keys since Hurricane Betsy in 1965. Wilma inflicted a multi-billion dollar disaster in the Miami metropolitan area, including \$2.9 billion in damage in Palm Beach County, \$2 billion in Miami-Dade County, and \$1.2 billion in Broward County. Numerous homes and businesses experienced some degree of impact, with over 55,000 dwellings and 3,600 workplaces damaged in Palm Beach County alone. On October 24, 2005, the same day Wilma made landfall in Florida, President George W. Bush approved a disaster declaration for 13 Florida counties. FEMA expended \$342.5 million to the 227,321 approved applicants. Additionally, public assistance from FEMA totaled over \$1.4 billion and grants for hazard mitigation projects exceeded \$141.5 million. After leaving Florida, Wilma killed one person and left US\$6.4 million in damage to the Bahamas, when it passed northwest of the country. On Bermuda, Hurricane Wilma produced wind gusts of 51 mph (82 km/h).
### Tropical Storm Alpha
A tropical wave organized into Tropical Depression Twenty-Five in the eastern Caribbean on October 22. Later that day, the depression strengthened into Tropical Storm Alpha as it moved west-northwestward. Around 10:00 UTC on October 23, Alpha made landfall near Barahona, Dominican Republic, with winds of 50 mph (80 km/h). Alpha weakened to a tropical depression over Hispaniola's steep mountains. The cyclone emerged into the Atlantic Ocean, where it was absorbed by Hurricane Wilma on October 24. Alpha was the 22nd named system in the 2005 Atlantic hurricane season, breaking the 1933 season's record, and became the first tropical storm to be named using the Greek Alphabet. The storm claimed 26 lives, with more than half of them in Haiti. Alpha destroyed 43 homes and damaged 191 others in Haiti.
### Hurricane Beta
Late on October 26, the same tropical wave that spawned Tropical Storm Alpha led to the formation of Tropical Depression Twenty-Six over the southwestern Caribbean Sea. Early the next day, it was upgraded to Tropical Storm Beta. The storm strengthened into a hurricane on October 29 and reached major hurricane intensity on October 30, with sustained winds around 115 mph (185 km/h). That brought the total number of major hurricanes in the 2005 season to seven, a record breaking achievement. However, Beta weakened to a Category 2 prior to landfall in Nicaragua. The storm rapidly weakened inland and dissipated on October 31.
The Colombian island of Providencia was subjected to hurricane-force winds for several hours as the center of the storm moved very slowly by the island. Reports indicate extensive damage to homes and a loss of communications with the islanders. In Honduras and Nicaragua, over 1,000 structures were damaged by the storm, hundreds of which were destroyed. Overall, Beta caused nine fatalities and more than \$15.5 million in damage across four countries.
### Tropical Storm Gamma
Late on November 13, Tropical Depression Twenty-Seven formed from a tropical wave about 115 mi (185 km) west-southwest of St. Lucia. While passing through the Lesser Antilles, the heavy rainfall caused mudslides, killing two people on Bequia. The cyclone briefly attained tropical storm status, but wind shear prevented further development of the system, and advisories were discontinued on November 16 as it lost its closed circulation about 305 mi (490 km) southeast of Kingston, Jamaica. The remnants of the depression continued westward and moved along the northern shore of Honduras, merging with parts of a larger low pressure system. It is uncertain whether the remnants of Gamma absorbed the low pressure system or vice versa. The storm strengthened and a closed circulation formed on November 18, making Gamma a tropical storm for the second time. After regeneration, and after making landfall over northern Honduras, floods from Gamma killed 34 people in Honduras. Three people died in Belize related to the storm. Gamma meandered in the Caribbean Sea for a short time, until slowly weakening and eventually disintegrating into a remnant low late on November 20. The storm caused 39 deaths in total.
### Tropical Storm Delta
Delta originated from a broad and non-tropical low-pressure area that arose 1,380 miles (2,220 km) southwest of the Azores on November 19, initially moving northeast along the trailing fringes of a passing cold front. Convection developed atop the center of the nascent disturbance two days later, and satellite data suggested that it was acquiring thermodynamic characteristics exhibited by tropical cyclones. On November 22, the NHC classified the low-pressure system as a subtropical storm with the name Delta. Delta took a south-southwestward course and further coalesced its associated showers, leading to its re-designation as a tropical storm on November 23. It stalled 1,320 miles (2,120 km) west-southwest of the Canary Islands and attained peak winds of 70 mph (110 km/h) on November 24. Delta moved erratically over the next two days and weakened to a low-end tropical storm in response to increasing wind shear. A strengthening trough over western Europe accelerated Delta towards the east-northeast on November 27, concurrent with the brief emergence of an eye and a period of intensification. Delta's tropical characteristics later succumbed to wind shear and cold air, resulting in its extratropical transition on November 28 while 250 miles (400,000 m)i) west-northwest of the western Canary Islands; as an extratropical system, Delta tracked east, passing north of the Canary Islands before moving into Morocco and Algeria on November 29, where it dissipated.
Delta caused severe damage in the Canary Islands and claimed at least seven lives, including six who drowned after boats overturned; there were 12 people missing from the overturned boat. El Dedo de Dios, a geological feature which had been pointing towards the sky for over a millennium and an important landmark for the Canary Islands, was toppled during the storm. Damage throughout the Canary Islands was estimated at €312 million (\$364 million 2005 US dollars). Delta also caused power outages, leaving some 200,000 people without power and forcing airports to close down. The remnants of Delta later moved into Morocco, bringing needed rain.
### Hurricane Epsilon
A surface low attached to a stationary front formed underneath an upper-level low east of Bermuda on November 27. The surface low detached from the frontal zone and acquired tropical characteristics as deep convection wrapped around its center, leading to the development of Tropical Storm Epsilon early on November 29. The NHC consistently forecast that the storm would weaken; however, Epsilon gradually intensified as it moved westward and later looped to the northeast. The storm attained hurricane status on December 2 as the track shifted to the east. Neither Epsilon's structure or strength changed appreciably over the next few days, and it attained peak winds of 85 mph (137 km/h) on December 5. A building ridge turned Epsilon to the southwest on December 6, and it maintained its intensity due to low wind shear. Epsilon remained a hurricane until December 7, its fifth hurricane day, the longest for a for any Atlantic tropical cyclone in December. Epsilon degenerated into a remnant low on December 8; the circulation dissipated two days later.
### Tropical Storm Zeta
Towards the end of December, an upper-level low interacted with a cold front, which produced an area of low-pressure by December 28, about 750 mi (1,205 km) to the west-northwest of Cabo Verde. Over the next couple of days, the system developed a low-level circulation and atmospheric convection increased as it moved north-westwards, before the NHC classified it as Tropical Storm Zeta during December 30. As a result, Zeta became the second latest-forming tropical cyclone in the Atlantic on record behind Alice of December 1954. Over the next couple of days, the system gradually intensified further in a region of favorable anticyclonic outflow, as it slowly moved west-northwest in response to a mid-level low to the southwest. During January 1, Zeta became only the second tropical storm on record to exist in two calendar years, while it peaked with 1-minute sustained winds of 65 mph (105 km/h). It weakened on January 2, only to re-intensify to its peak intensity on January 3. Zeta weakened again as it turned westward, degenerating into a remnant low on January 6; the circulation dissipated on the next day to the southeast of Bermuda. Zeta affected the 2005 Atlantic Rowing Race by producing high swells that moved boats off course.
## Storm names
The list below highlights the names used in the 2005 Atlantic hurricane season. This was the same list used for the 1999 season, with the exceptions of Franklin and Lee, which replaced Floyd and Lenny. The names not retired from this list were used again in the 2011 season. The names Franklin, Lee, Maria, Nate, Ophelia, Philippe, Rita, Stan, Tammy, Vince and Wilma from the regular list were used for the first (and only, in the cases of Rita, Stan and Wilma) time this year, as were the auxiliary list Greek letter names of Alpha, Beta, Gamma, Delta, Epsilon and Zeta. The 2005 season was the first Atlantic hurricane season to have storm names beginning with 'V' and 'W'. Also, when the list of 21 storm names pre-approved for the season by the World Meteorological Organization (WMO) was exhausted, 2005 became the first to move into the auxiliary list of names.
### Retirement
After the season had ended, the WMO's hurricane committee retired five names: Dennis, Katrina, Rita, Stan and Wilma and replaced them with Don, Katia, Rina, Sean and Whitney for the 2011 season. This surpassed the previous record for the number of hurricane names retired after a single season – four, held by the 1955, 1995, 2004 seasons.
There was considerable discussion on the usage of the Greek alphabet. The committee agreed that the usage of the Greek alphabet had a "major important political, economic and social impact globally, which might not have happened if a secondary or circular list of names had been used", and that the Greek alphabet would be used again if the traditional naming list was exhausted. It was also decided that it was not practical to retire a Greek letter. Storms named with Greek letters that would otherwise be eligible for retirement would appear in the retired name list, but have a notation affixed with the circumstances. However, due to the devastation caused by Eta and Iota during the 2020 season, the next season that the auxiliary Greek alphabet had to be used, the WMO decided to discontinue the entire Greek alphabet to avoid any confusion and replaced it with a new auxiliary list of given names to be used, which will allow the names to be retired.
## Season effects
A table of the storms that formed during the 2005 Atlantic hurricane season is given below: it includes storm name, duration, peak strength, areas affected, damage, and death total. Damage and deaths include amounts while the storm was extratropical, a wave, or a low. The death toll includes all indirect deaths, such as traffic accidents or electrocutions. Damage figures are in 2005 USD.
## See also
- Tropical cyclones in 2005
- 2005 Pacific hurricane season
- 2005 Pacific typhoon season
- 2005 North Indian Ocean cyclone season
- South-West Indian Ocean cyclone seasons: 2004–05, 2005–06
- Australian region cyclone seasons: 2004–05, 2005–06
- South Pacific cyclone seasons: 2004–05, 2005–06
- Mediterranean tropical-like cyclone |
28,916,285 | Kosmoceratops | 1,170,992,087 | Dinosaur genus from the Late Cretaceous period | [
"Campanian genus extinctions",
"Campanian genus first appearances",
"Chasmosaurines",
"Fossil taxa described in 2010",
"Kaiparowits Formation",
"Late Cretaceous dinosaurs of North America",
"Ornithischian genera",
"Taxa named by Catherine Forster",
"Taxa named by Scott D. Sampson"
]
| Kosmoceratops (/ˌkɒzməˈsɛrətɒps/) is a genus of ceratopsid dinosaur that lived in North America about 76–75.9 million years ago during the Late Cretaceous period. Specimens were discovered in Utah in the Kaiparowits Formation of the Grand Staircase–Escalante National Monument in 2006 and 2007, including an adult skull and postcranial skeleton and partial subadults. In 2010, the adult was made the holotype of the new genus and species Kosmoceratops richardsoni; the generic name means "ornate horned face", and the specific name honors Scott Richardson, who found the specimens. The find was part of a spate of ceratopsian discoveries in the early 21st century, and Kosmoceratops was considered significant due to its elaborate skull ornamentation.
Kosmoceratops had an estimated length of 4.5 m (15 ft) and a weight of 1.2 t (1.3 short tons). As a ceratopsid, it would have been quadrupedal with a heavily constructed skeleton. It had a triangular beak with a pointed tip and a blade-like nasal horn with a flattened upper portion. While the horns above the eyes were oriented forwards or hindwards in most of its relatives, the horns of Kosmoceratops pointed up and to the sides, then downwards, ending in pointed tips. The neck frill was short from front to back, with small parietal fenestrae (openings through the frill), and ten hook-like epiossifications on the hind margin, with eight curving forwards and two curving to the sides. With fifteen well-developed horns and horn-like structures, it possessed the most ornate skull of any known dinosaur species. Kosmoceratops was a chasmosaurine ceratopsid and was originally suggested to be closely related to Vagaceratops (which also had forward-curving epiossifications on the back of the frill) but this has been debated, some authors finding the latter closer to Chasmosaurus. Kosmoceratops is also considered closely related to Spiclypeus, which had a similar frill.
Studies of bone histology show that Kosmoceratops grew rapidly and had an elevated metabolism, similar to modern birds and mammals. The teeth of ceratopsids were adapted to processing fibrous plants; coprolites (fossilized dung) from the Kaiparowits Formation that contain wood may have been produced by ceratopsids. The functions of ceratopsian frills and horns have been debated, including display, combat, and species recognition. The Kaiparowits Formation dates to the late Campanian age and was deposited on Laramidia, an island continent, when North America was divided at the center by the Western Interior Seaway. This environment was dominated by wetlands and supported a diverse fauna, including dinosaurs such as the chasmosaurine Utahceratops. Based in part on the relationship between Kosmoceratops and other chasmosaurines from around the same time, it has been proposed that Laramidia was divided into dinosaur "provinces" with separate endemic zones (this interpretation suggests that Kosmoceratops in the south was most closely related to the geographically separated Vagaceratops in the north), but this has been contested.
## Discovery
Since 2000, the Natural History Museum of Utah (UMNH) and the Bureau of Land Management have been conducting paleontological surveys of the Kaiparowits Formation at the Grand Staircase–Escalante National Monument in southern Utah. This national monument was established in 1996 in part for the preservation and study of its fossils, and the surveys there have yielded a wide array of unique dinosaur fossils. Field crews from other institutions have also participated, and the collaborative effort has been called the Kaiparowits Basin Project. Among the discoveries made were three new ceratopsian (horned dinosaur) taxa, one of which was identified from two localities (UMNH Locality VP 890 and 951) discovered by volunteer field crew member Scott Richardson during the field seasons of 2006 and 2007. It was preliminarily referred to as "Kaiparowits new taxon A" and identified as a chasmosaurine ceratopsid in a 2010 symposium book about ceratopsians. Excavated fossils were airlifted by helicopter to the UMNH, where the blocks were prepared by volunteers with pneumatic air scribes and needles and subsequently reassembled.
In 2010, paleontologist Scott D. Sampson and colleagues also named the new genus and species Kosmoceratops richardsoni, specimen UMNH VP 17000 (from Locality VP 890) being the holotype. The generic name is derived from the Ancient Greek kosmos, which means "ornamented", and ceratops, which means "horned face". The specific name honors Richardson, who found the holotype and many other fossils at Grand Staircase–Escalante. The full name can be translated as "ornate horned face of Richardson". The holotype includes a nearly complete adult skull that is missing the predentary bone (the frontmost bone of the lower jaw) and a small part of the left side of the face and neck frill (parts of the jugal, squamosal, and parietal bones), and the snout is bent to the right due to postmortem (after death) distortion. A considerable portion of the axial skeleton (such as vertebrae and ribs) was found associated with the skull, as well as part of the pelvic girdle and a limb. 45 percent of the postcranial skeleton was thought to be preserved, most of which was still under preparation by 2010. Assigned specimens include UMNH VP 16878, a disarticulated skull of a subadult (between juvenile and adult) about half the size of the adult, missing the premaxilla, rostral, and predentary bones, and specimen UMNH VP 21339, a disarticulated subadult or adult. In all, four specimens were reportedly found.
The describers of Kosmoceratops named the new chasmosaurine genera Utahceratops (also from the Kaiparowits Formation) and Vagaceratops (from the Dinosaur Park Formation, whose sole species, C. irvinensis, was formerly placed in Chasmosaurus) in the same article. These genera, which were considered unusual compared to typical members of their group, were part of a spate of ceratopsian discoveries in the early 21st century, when many new taxa were named (a 2013 study stated that half of all valid genera were named since 2003, and the decade has been called a "ceratopsid renaissance"). The main focus of the article by Sampson and colleagues was how these three ceratopsian genera provided new evidence for reconstructing the paleobiogeography of their time and place. In a 2010 press release announcing the study, Sampson described Kosmoceratops as "one of the most amazing animals known, with a huge skull decorated with an assortment of bony bells and whistles", and considered Grand Staircase–Escalante "one of the country's last great, largely unexplored dinosaur boneyards".
In 2017, the US government announced plans to shrink the Grand Staircase–Escalante (to little over half its size) and Bears Ears monuments to enable coal mining and other energy development on the land, which was the largest reduction of US national monuments in history. Sampson, who had overseen much of the early research at the former monument, expressed fear that such a move would threaten further discoveries. Media outlets stressed the importance of the area's fossil discoveries—including more than 25 new taxa—while some highlighted Kosmoceratops as one of the more significant finds. The US government was subsequently sued by a group of scientists, environmentalists, and Native Americans; in 2021, the monument was restored to its former extent by the new administration.
A partial skull (cataloged as CMN 8801) discovered in 1928 by fossil collector Charles M. Sternberg in the Dinosaur Park Formation of Alberta, Canada, was assigned to Chasmosaurus russelli in 1940, but only to Chasmosaurus in 1995, as the lack of a neck frill prevented the skull from being identified as a particular species. In 2014 (and in 2015, in an article that failed peer review), paleontologist Nicholas R. Longrich considered the skull similar to Kosmoceratops in features of the snout but differing in the shape of the naris and nasal horn. He therefore proposed that it was a species of Kosmoceratops other than K. richardsoni and assigned it to K. sp. (of uncertain species). He found it premature to name the species because a neck frill is usually necessary to diagnose a ceratopsid species, and only one skull had been described so far, making it difficult to determine the features and range of variation of the species. In 2016, paleontologist James A. Campbell and colleagues did not support the assignment of specimen CMN 8801 to Kosmoceratops, as they found the features this was based on to be either influenced by taphonomy (changes occurring during decay and fossilization) or to fall within the variation among Chasmosaurus specimens (though they did not assign it to a particular species in the genus). In 2020, paleontologists Denver W. Fowler and Elizabeth A. Freedman Fowler stated that CMN 8801 may be more reliably assigned when better understanding of the anatomy in the front part of chasmosaurine skulls is reached.
## Description
Kosmoceratops is estimated to have been 4.5 m (15 ft) long and to have weighed 1.2 t (1.3 short tons). As a ceratopsid, it would have been a quadruped with a heavily constructed skeleton, a large pelvis, and a relatively shortened tail. It had long main tooth rows which formed complex slicing dental batteries containing hundreds of teeth behind an edentulous (toothless) beak. The upper premaxillary beak of Kosmoceratops was triangular, and the frontmost rostral bone was pointed, with a tip that projected forward and downward. The nasal horncore (the bony projection from which the nose horn grew) was unusual among chasmosaurines in that it was blade-like, with a base that was elongated and narrow from side to side, and with a flattened upper portion. The nasal horncore was quadrangular in overall shape and was placed relatively far back on the snout. The naris (bony nostril opening) was different from other ceratopsids in being tall, relatively narrow from front to back, and distinctly ellipse-shaped (rather than near-circular), with a pronounced hindward inclination. The narial strut of the premaxilla (that extended from the bottom of the nasal cavity to the top) was also inclined hindward, a feature also seen in Anchiceratops and Arrhinoceratops, and the narial process that projected backwards and up from the premaxilla was a triangular prong.
The region around the orbits (eye sockets) was distinctive; while most chasmosaurines had supraorbital horncores (horns above the eyes) that were oriented either forward or hindward, Kosmoceratops and Utahceratops had horncores that were oriented upward and to the sides, superficially similar to those of the modern bison. Compared to the short and blunt horncores of Utahceratops, those of Kosmoceratops were more elongated and slender, curving upward then downward, ending in pointed tips. Right in front and in the middle of the orbits, the skull roof had a pronounced hump, which was present in few other ceratopsids, such as Diabloceratops. As was typical for chasmosaurines other than Chasmosaurus, it had relatively large epijugal ossifications ("cheek horns"). The lateral temporal fenestrae (openings at the sides of the skull) were tall and narrow.
The parietosquamosal neck frill (formed by the parietal and squamosal bones) of Kosmoceratops was very derived (or "advanced"), sharing several features with Vagaceratops only. This included that the frill was short from front to back, with small parietal fenestrae (openings through the frill) placed far back, and the presence of ten hook-like epiossifications (the accessory ossifications that formed the horns and lined the margins of the neck frills in ceratopsids) on the hind margin of the frill. The frill of Kosmoceratops was more extreme than that of Vagaceratops; its width was about double its length (measured across the surface of the bone), with the parietal fenestrae being much smaller and positioned farther back, and it had more elongated and distinct epiossifications on the hind margin. Though chasmosaurines have traditionally been considered the "long-frilled" ceratopsids, Kosmoceratops had the shortest frill relative to its width among chasmosaurines and the smallest parietal fenestrae relative to the total area of the frill of any ceratopsid. The squamosal bones of Kosmoceratops were strongly curved in side view, and their side margins were parallel in top view. The parietal bones did not project past the squamosals and had V-shaped hind margins, with emargination (a series of notches) spanning their entire width.
The epiossifications on the squamosal bones of Kosmoceratops became progressively larger towards the back of the neck frill. There were five well-developed epiossifications per side on the hind-margin of the frill: three forward-curved epiparietals (ep 1–3) on the parietal bone, one forward-curved epiparietosquamosal (esp) on the border between the parietal and squamosal bones, and one episquamosal (es1) on the squamosal bone that was directed to the side and downward. The forward-curving epiparietals had prominent sulci (grooves), and their bases were coalesced. With fifteen well-developed horns and horn-like structures, Kosmoceratops possessed the most ornate skull of any known dinosaurs; this included one nasal horncore, two postorbital horncores, two epijugals, and ten well-developed epiossifications at the back of the frill. The subadult specimen UMNH VP 16878 had the same number and patterns of epiossifications as the adult holotype, making it possible to distinguish the subadult growth stage of Kosmoceratops from that of Utahceratops.
The epiossification numbering system presented above follows that used by Sampson and colleagues in 2010, but note that Fowler and Fowler proposed an alternate system in 2020, based on comparison with earlier Chasmosaurus species. Following this system, epiparietals 1-3 of Kosmoceratops were collectively a single, sideways expanded ep1, the epiparietosquamosal became epiparietal 2, and the episquamosal was epiparietal 3. The epiossification numbers of Vagaceratops were similarly revised.
## Classification
Two clades (groups consisting of all taxa that share a common ancestor) of ceratopsid dinosaurs—Centrosaurinae and Chasmosaurinae—are recognized based mainly on the elaborate ornamentation of their skull roofs. In 2010, Sampson and colleagues placed Kosmoceratops in the latter group due to the premaxilla having a narial strut and a triangular process, as well as the presence of an elongated squamosal bone. Their phylogenetic analysis found Kosmoceratops to be the sister taxon to Vagaceratops, in a clade grouped with derived chasmosaurines from the latest Campanian and Maastrichtian stages of the Late Cretaceous epoch including Triceratops, but not closely related to the more basal (or "primitive") Chasmosaurus. In 2011, paleontologist Jordan C. Mallon and colleagues also found support for the clade containing Kosmoceratops and Vagaceratops, as did paleontologists Steven L. Wick and Thomas M. Lehman in 2013.
In 2011 and 2014, Longrich found the sole species of Vagaceratops to be retained in Chasmosaurus, where it had been placed originally (as C. irvinensis), while Kosmoceratops did not cluster closely with other taxa. In his 2015 article that failed peer review, Longrich argued that the similarity between the neck frills of the two was due to convergent evolution, stating that the ten epiossifications on the back of the frill of C. irvinensis (or Vagaceratops, which he by then conceded could be a distinct genus) were located on the parietal bones but were located on both the parietal and squamosal bones in Kosmoceratops (Sampson and colleagues stated that they were located on the parietal and squamosals in both). In a 2014 Master's thesis, Campbell stated that Sampson and colleagues had initially identified all ten epiossifications on the hind margin of the frill of the adult Kosmoceratops as epiparietals, before realizing that only six of them were epiparietals after examining the subadult specimen, where the sutures between the parietal and squamosal bones were more evident (sutures fuse and become less apparent with age). Sampson and colleagues had therefore also reinterpreted the pattern of epiossifications in Vagaceratops similarly, but Campbell suggested that it had four or five epiparietals instead, therefore finding it to be the sister taxon to Chasmosaurus rather than Kosmoceratops. Campbell and colleagues also found Vagaceratops to be more closely related to Chasmosaurus than Kosmoceratops in 2016, and in 2019, they considered V. irvinensis to be a species of Chasmosaurus.
In a 2011 conference abstract, paleontologist Denver W. Fowler and colleagues suggested that many ceratopsid genera were merely ontogenetic morphs (or growth stages) of other genera and that Kosmoceratops was an immature stage of C. irvinensis (with the prominent skull ornamentation reducing with age). In 2015, paleontologists Caleb M. Brown and Donald M. Henderson tested a new scheme for homology between epiossifications in different chasmosaurines (which of these that corresponded to each other between taxa), and found the clade containing Kosmoceratops and Vagaceratops to be the sister taxon of all other chasmosaurines, contrary to earlier studies. In a 2016 popular book, paleontologist Gregory S. Paul suggested that Kosmoceratops and Vagaceratops were not distinct enough from Chasmosaurus to warrant their own genus and that their species should be placed in it (or alternatively that the two should be united under Kosmoceratops), while also synonymizing several other chasmosaurine genera with Chasmosaurus. Most ceratopsid genera are generally considered monotypic (containing a single species).
In 2016, Mallon and colleagues found Kosmoceratops and Vagaceratops to form a clade, with the new genus Spiclypeus as sister taxon. While they acknowledged that some researchers had grouped Vagaceratops with Chasmosaurus instead, they found the forward-curled epiossifications at the back of the frill very distinctive, suggesting that Spiclypeus provided clues to explain the evolution of this feature. They suggested that the curving of these epiossifications occurred stepwise on the lineage leading to Kosmoceratops, those in the middle curling first, followed by those at the sides. This process would have occurred before the shortening of the frill and constriction of the parietal fenestrae, since these features were in their more "primitive", unaltered condition in Spiclypeus. Despite Spiclypeus being seemingly transitional in these regards, it lived around the same time as Kosmoceratops and therefore could not have been ancestral to it. The cladogram below is based on Mallon and colleagues' 2016 analysis:
In 2020, Fowler and Fowler described two new chasmosaurine genera, and suggested the subfamily had a deep evolutionary split between a clade containing Chasmosaurus and its closest relatives, and Pentaceratops and its relatives. Contrary to previous studies and informed by their new epiossification numbering system, Kosmoceratops was found to be closer to Chasmosaurus, and together with Vagaceratops, represented the most derived and youngest members of that lineage. According to this interpretation, Kosmoceratops evolved from Vagaceratops, which evolved from Chasmosaurus. As they found Vagaceratops likely to be the sister taxon of Kosmoceratops, they suggested it should be maintained as a distinct genus from Chasmosaurus, as its placement would probably remain unstable until chasmosaurines are better understood. Spiclypeus was not evaluated in their study, among other recently named chasmosaurines.
## Paleobiology
In a 2013 Master's thesis (summarized in a published paper by different authors in 2019), paleontologist Carolyn Gale Levitt histologically studied the long bones of Kosmoceratops (femora of the adult holotype and the assigned subadult or adult UMNH VP 21339) and Utahceratops to examine indicators of growth and maturity in the bone microstructure (until then the only chasmosaurines ever sampled for this). The bone tissue had a high number of osteocytes (bone cells) as well as a dense network of blood vessels, including radially oriented vascular canals (blood canals running towards the bone interior), indicating sustained rapid growth. These features also indicate that ceratopsians had an elevated metabolism and were homeothermic endotherms (or "warm-blooded"), like modern birds and mammals. The Kosmoceratops and Utahceratops bones sampled by Levitt did not show evidence of lines of arrested growth (annual growth lines), and compared with the ceratopsids Pachyrhinosaurus, Centrosaurus, and Einosaurus from further north which did have growth lines, this may indicate that bone growth reacted to climate and that Kosmoceratops and Utahceratops could sustain their growth throughout the year due to their more equitable southern climate. The lack of growth lines also means that the individual ages of the Kosmoceratops and Utahceratops specimens cannot be estimated, but Levitt determined that the examined Kosmoceratops specimens were subadult to adult, ruling out Fowler and colleagues' 2011 claim that they represented immature Vagaceratops. She also determined that the largest Kosmoceratops and Utahceratops were adults, and therefore ruled out that one was the juvenile of the other.
In a 2017 Master's thesis, paleontologist Nicole Marie Ridgwell described two coprolites (fossilized dung) from the Kaiparowits Formation which, due to their size, may have been produced by a member of one of three herbivorous dinosaur groups known from the formation: ceratopsians (including Kosmoceratops), hadrosaurs, or ankylosaurs (rarest of the three groups). The coprolites contained fragments of angiosperm wood (which indicates a diet of woody browse); though there was previously little evidence of dinosaurs consuming angiosperms, these coprolites showed that dinosaurs adapted to feeding on them (they only became common in the Early Cretaceous, diversifying in the Late Cretaceous). The coprolites also contained traces of mollusc shell, arthropod cuticle, and lizard bone that may have been ingested along with the plant material. They were found near other herbivore coprolites that contained conifer wood. Ridgwell pointed out that the dental anatomies of ceratopsians and hadrosaurs (with dental batteries comprising continuously replaced teeth) were adapted to process large quantities of fibrous plants. The different diets represented by the coprolites may indicate niche partitioning among the herbivores of the Kaiparowits Formation ecosystem, or that there was seasonal variation in diet.
### Function of skull ornamentation
The possible functions of ceratopsian horns and frills have been debated, including fighting off predators, species recognition, and temperature control, though the dominant hypothesis involves enhancing reproductive success. In a 2010 press release presenting Kosmoceratops, Utahceratops, and Vagaceratops, Sampson stated that most of these "bizarre features" would have been insufficient weapons against predators, but would have been used to intimidate or fight rivals of the same sex and attract individuals of the opposite sex. In 2011, paleontologists Kevin Padian and John R. Horner proposed that "bizarre structures" in dinosaurs (including horns, frills, domes, and crests) were primarily used for species recognition (to differentiate between sympatric species; related species that lived in the same area at the same time), and they dismissed other explanations as unsupported by evidence. They noted that many large ceratopsians had openings in their frills, making them of little use in defense, and that the wide variety in the size and orientation of their horns did not have an obvious function in combat. They also pointed out that there is little evidence for sexual dimorphism in ceratopsians. Responding to Padian and Horner the same year, paleontologist Rob J. Knell and Sampson argued that while species recognition could have been a secondary function of "bizarre structures", sexual selection (used in display or combat to compete for mates) was a more likely explanation because of the high cost of developing them and how they appeared to be highly variable within species. They also pointed out that a lack of sexual dimorphism does not preclude the use of horns in mate competition; male bovines use their horns for this purpose while females use them primarily for defense and secondarily for sexual selection.
In 2013, paleontologists David E. Hone and Darren Naish criticized the "species recognition hypothesis", arguing that no extant animals use such structures primarily for species recognition and that Padian and Horner had ignored the possibility of mutual sexual selection (where both sexes are ornamented). They noted that if the primary purpose of the structures was species recognition, they would have differed in the shape of a single structure because additional structures would have been redundant at additional cost. Ceratopsians, for example, had elaborate nasal horn, brow horn, jugal boss, frill midline, and frill edge features, as well as differences in body size and proportions, while the absence or presence of a single horn would have been enough to differentiate between sympatric species. In 2018, paleontologist Andrew Knapp and colleagues examined whether the diverging ornamental traits of ceratopsians were correlated with sympatricity between two or more species, as would be predicted by the "species recognition hypothesis". They found that display patterns diverged widely overall while those of sympatric species did not differ significantly from those of non-sympatric species, concluding that the hypothesis did not have statistical support among ceratopsians.
In 2015, biologist Pasquale Raia and colleagues examined the evolutionary increase in the complexity and size of animal ornaments (such as crests, horns, and tusks) over time, using ammonites, deer, and ceratopsians as examples. Frill complexity in ceratopsians appeared to have increased in more recent species, and Kosmoceratops had the highest values of fractal dimensions in its neck frill margin (followed by Styracosaurus, Diabloceratops, and Centrosaurus). The authors found that ornament complexity increased with body size, suggesting that the evolution of ornament complexity was a byproduct of Cope's rule (which postulates that population lineages tend to increase in body size over evolutionary time). They argued that though the size of most ornaments may be controlled by sexual selection (and whether they are used for choosing mates, competition, or both), it does not influence complexity and shape, concluding that it is probably the size rather than the shape of ornaments that is acted upon by sexual selection.
## Paleoenvironment
Kosmoceratops is known from the Kaiparowits Formation of Utah, which dates to the late Campanian age of the Late Cretaceous epoch, and occurs in a stratigraphic range spanning the upper part of its lower unit to the upper part of its middle unit, in sediments dating to 76.4–75.5 million years ago. The formation was deposited in the southern part of a basin (the Western Interior Basin) on the eastern margin of a landmass known as Laramidia (an island continent consisting of what is now western North America) within 100 km (62 mi) of the Western Interior Seaway, a shallow sea in the center of North America that divided the continent (the eastern landmass is known as Appalachia). The basin was broad, flat, crescent-shaped, and bounded by mountains on all sides except the Western Interior Seaway at the east. The formation represents an alluvial to coastal plain setting that was wet, humid, and dominated by large, deep channels with stable banks and perennial wetland swamps, ponds, and lakes. Rivers flowed generally west across the plains and drained into the Western Interior Seaway; the Gulf Coast region of the United States has been proposed as a good modern analogue (such as the current day swamplands of Louisiana). The formation preserves a diverse and abundant range of fossils, including continental and aquatic animals, plants, and palynomorphs (organic microfossils).
Other ornithischian dinosaurs from the Kaiparowits Formation include ceratopsians such as the chasmosaurine Utahceratops, the centrosaurine Nasutoceratops (and possibly a second yet unnamed centrosaurine), indeterminate pachycephalosaurs, the ankylosaurid Akainacephalus, an indeterminate nodosaurid, the hadrosaurs Gryposaurus and Parasaurolophus, and an indeterminate, basal neornithischian. Theropods include the tyrannosaurid Teratophoneus, the oviraptorosaur Hagryphus, an unnamed ornithomimid, the troodontid Talos, indeterminate dromaeosaurids, and the bird Avisaurus. Other vertebrates include crocodiles (such as Deinosuchus and Brachychampsa), turtles (such as Adocus and Basilemys), pterosaurs, lizards, snakes, amphibians, mammals, and fishes. The two most common groups of large vertebrates in the formation are hadrosaurs and ceratopsians (the latter representing about 14 percent of associated vertebrate fossils), which may either indicate their abundance in the Kaiparowits fauna or reflect preservation bias (a type of sampling bias) due to these groups also having the most robust skeletal elements. Eggs from dinosaurs, crocodiles, and turtles have also been found. The swamps and wetlands were dominated by up to 30 m (98 ft) cypress trees, ferns, and aquatic plants including giant duckweed, water lettuce, and other floating angiosperms. Better-drained areas were dominated by forests of up to 10–20 m (33–66 ft) dicot trees and occasional palms, with an understory including ferns. Well-drained areas further away from wet areas were dominated by conifers up to 30 m (98 ft), with an understory comprising cycads, small dicot trees or bushes, and possibly ferns.
### Taphonomy
In 2010, paleontologist Michael A. Getty and colleagues examined the taphonomy of the holotype and the subadult specimen UMNH VP 16878 and the sedimentological circumstances under which they were preserved. The more or less articulated holotype specimen was found in a silty sandstone channel lithofacies (the rock record of a sedimentary environment), which is consistent with its carcass having been washed into a river channel, then buried quickly. The limbs and part of the tail may have been lost to scavengers or rot prior to the carcass being deposited. The parts missing from the left side of the skull were lost to erosion before the discovery. Since much of the skeleton was still under preparation at the time, researchers were unable to examine it for signs of predation and scavenging. The subadult specimen UMNH VP 16878 was found scattered across an area of 3 m<sup>2</sup> (32 sq ft), and the high degree of disarticulation and broken parts indicate that the specimen was skeletonized and decomposed before its burial in silty mudstone lithofacies. Levitt reported that every bone of the assigned subadult or adult specimen UMNH VP 21339 appeared to have been broken before depositing, and its matrix is stacked siltstones and mudstones with minor sandstones, which suggests a pond environment.
### Paleobiogeography
Though the area of Laramidia was only 20 percent that of modern North America, it saw a major evolutionary radiation of dinosaurs, including the common hadrosaurs and ceratopsians. It has been postulated that there was a latitudinal array of dinosaur "provinces" or biomes on Laramidia during the Campanian and Maastrichtian ages of the Late Cretaceous, the boundary lying around modern northern Utah and Colorado; the same major clades are known from the north and south but are distinct from each other at the genus and species levels. This hypothesis has been challenged; one argument claims that northern and southern dinosaur assemblages during this time were not coeval but reflect a taxonomic distribution over time, which gives the illusion of geographically isolated provinces, and that the distinct assemblages may be an artifact of sampling bias between geological formations. Due to a lack of well-dated fossils from southern Laramidia, this idea had been difficult to test, but discoveries in the Kaiparowits Formation have increased knowledge of fossil vertebrates from the region during the Late Cretaceous. The evolutionary radiation of ceratopsids appears to have been restricted both in time and geographically (the turnover of species was high, and each existed for less than a million years), most taxa being known from latest Cretaceous sediments in the Western Interior Basin, therefore appearing to have originated and diversified on Laramidia.
The discovery of Kosmoceratops and Utahceratops greatly increased the number of known chasmosaurines from the Western Interior Basin. Sampson and colleagues viewed this as the strongest support for the idea of dinosaur "provinces" in their 2010 description. They pointed out that in contrast to the Maastrichtian, the preceding Campanian stage had a better sampled, diverse, and far-ranging dinosaur assemblage, as well as more precise geographical and stratigraphical data. The stratigraphic ranges of Kosmoceratops and Utahceratops show that they lived at the same time and likely in the same ecosystems, which was rare among ceratopsids. According to Sampson and colleagues, geochronologic dating indicates that the brief geological interval preserved within the Kaiparowits Formation was contemporaneous with the Dinosaur Park Formation in Alberta and followed other formations in the north (the upper Judith River and Two Medicine formations) and southeast (the Fruitland and Aguja formations), with the brief duration, overlap in time, and longitudinal span permitting significant comparisons between them. That Kosmoceratops and Utahceratops were not closely related to each other or to Chasmosaurus and Mojoceratops from the coeval Dinosaur Park Formation, and that Vagaceratops from Alberta overlapped with Pentaceratops from New Mexico in time, were cited by Sampson and colleagues as evidence against the claim that northern and southern dinosaur assemblages were not coeval during this time.
Sampson and colleagues stated that their study was the first time intracontinental endemism within dinosaurs was documented (with distinct chasmosaurine taxa co-occurring north and south on Laramidia). They suggested a sequence of events in the evolution of chasmosaurines that they found consistent with the phylogenetic, stratigraphic, and biogeographic evidence. According to them, chasmosaurines originated in Laramidia around 80–90 million years ago and dispersed throughout much of this landmass by 77 million years ago. By this time, a barrier had appeared in the area of Utah and Colorado, preventing animals dispersing between north and south Laramidia and leading to northern and southern chasmosaurines (and probably other animal clades) evolving independently through vicariance within separate, latitudinally arrayed centers of endemism 77.0–75.8 million years ago. After the barrier dissolved around 75.7 million years ago, the Kosmoceratops lineage (represented by Vagaceratops) that had been restricted to southern Laramidia dispersed to the north, giving rise to all later chasmosaurines, such as Anchiceratops and Triceratops.
Though late Campanian dinosaurs on Laramidia were larger than most large modern animals (which require large species ranges due to heightened dietary needs), Sampson and colleagues found that they appeared to have had relatively small species ranges, which is more perplexing due to the high species-diversity of Laramidian dinosaurs. Though they apparently inhabited at least two semi-isolated regions, there is no evidence of a dispersal barrier, and there was less of a temperature gradient than today. The dinosaurs there appear to have been sensitive to latitudinal zonation in environment (potentially due to lowered physiologies or the environments being more productive), which possibly persisted for at least 1.5 million years. Alternatives to the existence of a barrier include that the discrete provinces were separated by zones of faunal mixing, or that there was a continuous gradient or cline throughout the altitude, with no distinct endemic zones. Possible physical barriers to dispersal include an unidentified mountain range from east to west, flooding in the plain regions by the Western Interior Seaway (which would have temporarily eliminated low-elevation habitats in central Laramidia), or a major river system. Sampson and colleagues considered it more likely that there had been a paleoclimatic or paleoenvironmental barrier to dispersal (an idea supported by divergent types of pollen in northern and southern Laramidia), but noted that more evidence is needed to investigate the nature of separation between faunal provinces in Laramidia.
In 2012, paleontologist Terry A. Gates and colleagues suggested that the increase in North American dinosaur biodiversity during the Campanian was due to orogenic events (which lead to changes in the Earth's crust where continental plates meet) in the Western Interior Basin, including the incipient confluence of the Sevier Orogenic Belt and plate tectonics on Laramidia, which formed mountains that isolated ceratopsids and hadrosaurids and led to their diversification. They suggested that the split of Kosmoceratops and Vagaceratops from the clade that included Anchiceratops and Triceratops was caused by either a vicariance or dispersal event. After concluding in 2014 that Vagaceratops was more closely related to Chasmosaurus than Kosmoceratops, Campbell suggested that Vagaceratops originated in northern Laramidia. He disputed that it had migrated there from the south, which was claimed by Sampson and colleagues (making its name, "wandering horned face", a misnomer).
With his 2014 assignment of skull CMN 8801 to Kosmoceratops sp. and his naming of a new species of Pentaceratops (P. aquilonius), both from the Dinosaur Park of Alberta, Longrich argued against the idea of distinct northern and southern dinosaur provinces, since the two genera were now known from both southeastern and northern North America. Since northern animals did differ from their southern counterparts, he agreed that there was significant endemism during the Campanian, but found that dinosaur lineages were able to disperse for long distances and were not constrained by geographic barriers, climate, or flora, endemism instead being the result of established (and locally adapted) populations excluding migrant dinosaurs through competition. In 2016, Campbell and colleagues assigned CMN 8801 back to Chasmosaurus, and supported the idea that Kosmoceratops was restricted to southern Laramidia. The same year, Mallon and colleagues found P. aquilonius to be an invalid nomen dubium (dubious name) and agreed that there had been a dispersal barrier between north and south Laramidia. They suggested that the close relationship between Kosmoceratops and Spiclypeus from Montana in the north indicated there had been some short-lived geographic connection.
In 2016, the paleontologist Spencer G. Lucas and colleagues criticized the idea of north–south dinosaur provinciality in Laramidia, and found the case for endemism among non-dinosaurian vertebrates weak, and that of dinosaurs problematic, as mainly a few chasmosaurine taxa were used to identify it. They rejected the idea of dinosaur endemism and provinciality because of problems with sampling biases (the impression that dinosaurs diversified during the Campanian is a result of the denser fossil record from this time), a lack of topographic barriers that would divide provinces (Gates and colleagues had supposedly misunderstood the topographic effects of orogeny on Laramidia), a lack of significant climatic or vegetational differences, the taxonomic decisions that have been involved in the perception of the idea, the diachroneity (difference in age) of most fossil assemblages preventing their use in biogeographic analyses, and that the conclusions of those that support the idea are not uniform and undermine their arguments. For example, they pointed out that contrary to the claim made by Sampson and colleagues, Kosmoceratops and Utahceratops were not contemporaneous with Vagaceratops (which was younger) and all were older than Pentaceratops. Lucas and colleagues conceded that there was some endemism that could not be accounted for by sampling biases, but they agreed with Longrich that this may have been due to competition or dietary specialization.
In 2017, Fowler pointed out that the date of the Kaiparowits Formation which had been used by Sampson and colleagues to demonstrate that Kosmoceratops and Utahceratops were coeval with chasmosaurines from other formations in the north, had been calibrated differently from those of the other formations. When recalibrated to the same standards, he showed that the stratigraphic overlap between these taxa was not recognized. Instead, only the lower part of the Kaiparowits Formation overlapped with the Dinosaur Park Formation, but this part does not contain Kosmoceratops and Utahceratops, whereas fragmentary remains suggest that some taxa were shared between the formations at this range. Fowler therefore found it more likely that the differences in dinosaur taxa between the formations were due to sampling different stratigraphic levels rather than biogeographic segregation, an explanation he also found probable for the differences between the Kaiparowits Formation and the Fruitland and Kirtland formations.
While not supporting endemism, Fowler and Fowler suggested in 2020 that there would have been a subtle gradational provincialism of chasmoraurines from North to South, with the lineage including Chasmosaurus being more abundant in the North, Kosmoceratops being its southernmost member, while the lineage including Pentaceratops was more abundant in the South. Since the two clades overlapped geographically during the uppermost part of the middle Campanian, the speciation event that led to the two lineages may have been caused by latitudinal vicariance prior to the appearance of the first member of the Chasmosaurus lineage, 77 million years ago. By 76 million years ago, the supposed barrier dividing the lineages must have disappeared, as they coexisted afterwards; the dividing line appears to have been located somewhere between southern Utah and northern Montana. Fowler and Fowler also found that Vagaceratops lived about 76.2 million years ago while Kosmoceratops lived about 76–75.9 million years ago, and did not overlap stratigraphically.
## See also
- Timeline of ceratopsian research |
38,924,173 | Gods' Man | 1,101,207,709 | 1929 wordless novel by Lynd Ward | [
"1929 American novels",
"1929 comics debuts",
"Fiction about the Devil",
"Pantomime comics",
"Wordless novels by Lynd Ward",
"Works based on the Faust legend"
]
| Gods' Man is a wordless novel by American artist Lynd Ward (1905–1985) published in 1929. In 139 captionless woodblock prints, it tells the Faustian story of an artist who signs away his soul for a magic paintbrush. Gods' Man was the very first American wordless novel, and is considered a precursor of the graphic novel, whose development it influenced.
Ward first encountered the wordless novel with Frans Masereel's The Sun (1919) while studying art in Germany in 1926. He returned to the United States in 1927 and established a career for himself as an illustrator. He found Otto Nückel's wordless novel Destiny (1926) in New York City in 1929, and it inspired him to create such a work of his own. Gods' Man appeared a week before the Wall Street Crash of 1929; it nevertheless enjoyed strong sales and remains the best-selling American wordless novel. Its success inspired other Americans to experiment with the medium, including cartoonist Milt Gross, who parodied Gods' Man in He Done Her Wrong (1930). In the 1970s, Ward's example of wordless novels inspired cartoonists Art Spiegelman and Will Eisner to create their first graphic novels.
## Content
The wordless novel Gods' Man is a silent narrative made up of prints of 139 engraved woodblocks. Each image moves the story forward by an interval Ward chooses to maintain story flow. Ward wrote in Storyteller Without Words (1974) that too great an interval would put too much interpretational burden on the reader, while too little would make the story tedious. Wordless novel historian David A. Beronä likens these concerns with the storytelling methods of comics.
The artwork is executed in black and white; the images vary in size and dimension, up to 6 by 4 inches (15 cm × 10 cm), the size of the opening and closing images of each chapter. Ward uses symbolic contrast of dark and light to emphasize the corruption of the city, where even in daylight the buildings darken the skies; in the countryside, the scenes are bathed in natural light. Ward exaggerates facial expression to convey emotion without resorting to words. Composition also conveys emotion: in the midst of his fame, an image has the artist framed by raised wineglasses; the faces of those holding the glasses are not depicted, highlighting the isolation the artist feels. The story parallels the Faust theme, and the artwork and execution show the influence of film, in particular those of German studio Ufa.
The placement of the apostrophe in the title Gods' Man implies a plurality of gods, rather than Judeo-Christianity's monotheistic God. It alludes to a line from the play Bacchides by ancient Roman playwright Plautus: "He whom the gods favor, dies young".
### Plot synopsis
A poor artist signs a contract with a masked stranger, who gives him a magic brush, with which the artist rapidly rises in the art world. He is disillusioned when he discovers the world is corrupted by money, personified by his mistress. He wanders around the city, seeing his auctioneer and mistress in everyone he sees. Enraged by the hallucinations, he attacks one of them, who turns out to be a police officer. The artist is jailed for it, but he escapes, and a mob chases him from the city. He is injured when he jumps into a ravine to avoid recapture. A woman who lives in the woods discovers him and brings him back to health. They have a child, and live a simple, happy life together, until the mysterious stranger returns and beckons the artist to the edge of a cliff. The artist prepares to paint a portrait of the stranger but fatally falls from the cliff with fright when the stranger reveals a skull-like head behind the mask.
## Background
Chicago-born Lynd Ward (1905–1985) was a son of Methodist minister Harry F. Ward (1873–1966), a social activist and the first chairman of the American Civil Liberties Union. Throughout his career, Ward displayed in his work the influence of his father's interest in social injustice. He was early drawn to art, and decided to become an artist when his first-grade teacher told him that "Ward" spelled backward was "draw". He excelled as a student, and contributed art and text to high school and college newspapers.
In 1926, after graduating from Teachers College, Columbia University, Ward married writer May McNeer and the couple left for an extended honeymoon in Europe. After four months in eastern Europe, the couple settled in Leipzig in Germany, where, as a special one-year student at the , Ward studied wood engraving. There he encountered German Expressionist art, and read the wordless novel The Sun (1919), a modernized version of the story of Icarus, told in sixty-three wordless woodcut prints, by Flemish woodcut artist Frans Masereel (1889–1972).
Ward returned to the United States in 1927, and freelanced his illustrations. In 1929, he came across German artist Otto Nückel's wordless novel Destiny (1926) in New York City. Nückel's only work in the genre, Destiny told of the life and death of a prostitute in a style inspired by Masereel's, but with a greater cinematic flow. The work inspired Ward to create a wordless novel of his own, whose story sprang from his "youthful brooding" on the short, tragic lives of artists such as Van Gogh, Toulouse-Lautrec, Keats, and Shelley; Ward's argument in the work was "that creative talent is the result of a bargain in which the chance to create is exchanged for the blind promise of an early grave".
## Publication history
In March 1929 Ward showed the first thirty blocks to Harrison Smith (1888–1971) of the publisher Cape & Smith. Smith offered him a contract and told him the work would be the lead title in the company's first catalog if Ward could finish it by the summer's end. The first printing appeared that October; it had trade and deluxe editions. The trade edition was printed from electrotype plates made from molds of the original boxwood woodblocks; the deluxe edition was printed from the original woodblocks themselves, and was a signed edition limited to 409 copies, printed on acid-free paper, bound in black cloth, and sheathed in a slipcase. The pages were printed on the recto face of the page; the verso was left blank. According to Art Spiegelman, it was dedicated to three of Ward's teachers: his wood engraving teacher in Leipzig, Hans Alexander "Theodore" Mueller (1888–1962), and Teachers College, Columbia University art instructors John P. Heins (1896–1969) and Albert C. Heckman (1893–1971). However, the Theodore Mueller in the dedication was probably Ward's fellow Columbia art student and close friend, Theodore Carl "T.C." Mueller (1902-1930).
The book has been reprinted and anthologized in a variety of editions. In 1974, it appeared in Storyteller Without Words, a collected edition with Madman's Drum (1930) and Wild Pilgrimage (1932) prefaced with essays by Ward. The stories appeared in a compact fashion, sometimes four images to a page. In 2010, it was collected with Ward's other five wordless novels in a two-volume Library of America edition edited by cartoonist Art Spiegelman.
The book's original woodblocks are kept in the Lynd Ward Collection in the Joseph Mark Lauinger Memorial Library at Georgetown University in Washington, D.C., bequeathed by Ward's daughters Nanda and Robin.
## Reception and legacy
Gods' Man was the first American wordless novel, and no such European work had yet been published in the US. Gods' Man proved to be the best selling. Though it was released the week before the Wall Street Crash of 1929 and the Great Depression that ensued, it went through three printings by January 1930, and sold more than 20,000 copies in six printings over its first four years. During the same period, the young Ward saw his career as an in-demand book illustrator bloom, and found acceptance as an authority on children's book illustration.
The success of Gods' Man led to the American publication of Nückel's Destiny in 1930. In 1930 cartoonist Milt Gross parodied Gods' Man and silent melodrama films in a wordless novel of his own, He Done Her Wrong, subtitled "The Great American Novel, and not a word in it—no music too". The protagonist is a lumberjack, a commentary on Ward as a woodcut artist.
The Ballet Theatre of New York considered an adaptation of Gods' Man, and a board member approached Felix R. Labunski to compose it. Financial difficulties moved Labunski to abandon it and his other creative work. Despite several proposals made through the 1960s, no film adaptation has been made of Gods' Man.
Left-leaning artists and writers admired the book, and Ward frequently received poetry based on it. Allen Ginsberg used imagery from Gods' Man in his poem Howl (1956), and referred to the images of the city and jail in Ward's book in the poem's annotations. Abstract expressionist painter Paul Jenkins wrote Ward in 1981 of the influence the book's "energy and unprecedented originality" had on his own art. In 1973 Art Spiegelman created the four-page comic strip "Prisoner on the Hell Planet" about his mother's suicide, executed in an Expressionist woodcut style inspired by Ward's work. Spiegelman later incorporated the strip into his graphic novel Maus. My Morning Jacket frontman Jim James released a solo album Regions of Light and Sound of God in 2013 inspired by Gods' Man, which he had at first conceived as a soundtrack to a film adaptation of the book.
Gods' Man remains Ward's best known and most widely read wordless novel. Spiegelman considered this due less to the qualities of the book per se in relation to Ward's other wordless novels as to the book's novelty as the first wordless novel published in the US. Irwin Haas praised the artwork but found the storytelling uneven, and thought that only with his third wordless novel Wild Pilgrimage did Ward come to master the medium.
The artwork has drawn some unintended mirth: American writer Susan Sontag included it on her "canon of Camp" in her 1964 essay "Notes on 'Camp'", and Spiegelman admitted that the scenes of "the depiction of Our Hero idyllically skipping through the glen with the Wife and their child makes snicker".
Psychiatrist M. Scott Peck objected strongly to the content of the book: he believed it had a destructive effect on children, and called it "the darkest, ugliest book had ever seen". To Peck, the mysterious stranger represented Satan and the spirit of death. |
39,156,020 | No. 90 Wing RAAF | 1,123,389,458 | Royal Australian Air Force composite wing | [
"Malayan Emergency",
"Military units and formations disestablished in 1952",
"Military units and formations established in 1950",
"RAAF wings"
]
| No. 90 (Composite) Wing was a Royal Australian Air Force (RAAF) wing that operated during the early years of the Malayan Emergency. Its purpose was to serve as an umbrella organisation for the RAAF units deployed in the conflict, No. 1 (Bomber) Squadron, flying Avro Lincolns, and No. 38 (Transport) Squadron, flying Douglas C-47 Dakotas. The wing was established in July 1950 and headquartered at Changi, on the east coast of Singapore. No. 1 Squadron operated from Tengah, in Singapore's west. No. 38 Squadron was based at Changi and, from April 1951 to February 1952, at Kuala Lumpur in central Malaya. The Lincolns generally conducted area bombing missions, as well as precision strikes, to harass communist insurgents. The Dakotas were tasked with airlifting cargo, VIPs, troops and casualties, as well as courier flights and supply drops. Following No. 38 Squadron's departure in December 1952, No. 90 Wing was disbanded, leaving No. 1 Squadron to carry on as the sole RAAF unit in the Malayan air campaign until its withdrawal to Australia in July 1958.
## History
### Origins and formation
In April 1950, the British government requested Australia's assistance to combat communist insurgents during the Malayan Emergency. In response, the Australian Defence Committee determined that it was possible to commit a squadron of eight Douglas C-47 Dakota transports and a flight of four to six Avro Lincoln heavy bombers. The Federal government formally announced the decision to send the Dakotas soon afterwards; in late June, it confirmed the allocation of six Lincolns. No. 1 (Bomber) Squadron, operating the Lincolns, would be detached from the control of No. 82 Wing at RAAF Station Amberley, Queensland, and be based at Tengah airfield in the west of Singapore. No. 38 (Transport) Squadron, operating Dakotas, would be detached from No. 86 Wing at RAAF Station Richmond, New South Wales, and be based at Changi, in Singapore's east. The transport commitment was rendered possible by the recent return of ten Australian Dakota crews from service during the Berlin Airlift.
It was agreed that RAAF operations during the Emergency would be directed by the Royal Air Force (RAF) through Air Headquarters Malaya (later No. 224 Group RAF). The British also wanted the Australian squadrons attached to an RAF wing. The Chief of the Air Staff, Air Marshal George Jones, was mindful of repeating the experience of World War II, when RAAF units and personnel based in Britain had been absorbed by the RAF, rather than operating as a national group led by high-ranking Australian officers. He therefore decided that Nos. 1 and 38 Squadrons should be formed into a "composite" organisation (one made up of disparate elements such as bomber, fighter, or reconnaissance units) and administered by an overarching RAAF headquarters, and put this requirement to the British Air Ministry. The Air Ministry agreed, and No. 90 (Composite) Wing was duly established at Richmond on 10 July 1950, under the command of Group Captain Paddy Heffernan.
### Operations
No. 38 Squadron's Dakotas began arriving at Changi on 19 June 1950, and No. 1 Squadron's Lincolns at Tengah on 16 July. No. 90 Wing staff departed Richmond by air and established the headquarters at Changi on 22 July. The Dakotas had flown their first mission the previous day; the Lincolns undertook their initial operations on 26 July. Nos. 1 and 38 Squadrons were responsible for their own routine maintenance; aircraft rotated back to Australia for major work. The RAF provided base support facilities, including messing and accommodation.
The Lincolns generally conducted area bombing missions, as well as strikes against pinpoint targets. They operated singly and in formations, sometimes in concert with RAF bombers. Not having to contend with anti-aircraft fire, the Lincolns flew mainly by day. After completing a bomb run, they would make another pass over the target to strafe with machine guns and 20 mm cannon. The Lincolns were considered well suited to the campaign, owing to their range and ability to fly at low speeds to search for targets, as well as their firepower and heavy bomb load. No. 1 Squadron also flew night missions—the only Commonwealth air force unit authorised to do so—of up to six hours duration, dropping one bomb every half hour or so. To reduce the risk of collateral damage, all air strikes had to be approved by the Joint Operation Centre, located at Kuala Lumpur in central Malaya and staffed by military, police and civilian personnel. Although the original purpose of the bombing campaign was to kill as many insurgents as possible, the impracticality of achieving this in operations over dense jungle resulted in a shift towards harassing and demoralising the communists, driving them out of their bases and into areas held by Commonwealth ground troops.
The Dakotas were tasked with airlifting cargo, VIPs, troops and casualties, as well as courier flights, supply drops to friendly forces and aerial despatch of propaganda leaflets. On other missions they acted as pathfinders for No. 1 Squadron, dropping smoke canisters on suspected communist hideouts that the Lincolns flying above and behind would attempt to bomb. Airlifting and supplying troops was a key part of the strategy to defeat the insurgency, by ensuring that security forces could maintain a semi-permanent presence in the jungle. No. 38 Squadron's operations ranged throughout Malaya and into Borneo, the Philippines, Japan and Korea. Transport requirements in the Korean War led to a reduction in No. 90 Wing's strength when four of the Dakotas were transferred to Iwakuni, Japan, headquarters of No. 91 (Composite) Wing, in November 1950. The same month, Group Captain Frank Headlam was appointed to take over command of No. 90 Wing from Heffernan. Headlam co-piloted a Dakota on a supply drop on 20 December; he was slightly injured and the aircraft badly damaged following a crash-landing at Kampong Aur in Pahang as a result of engine failure.
No. 1 Squadron's complement was increased from six to eight aircraft after the British Air Ministry requested in February 1951 that Australia augment its bomber force to partly offset the imminent withdrawal of the RAF's Lincolns to Bomber Command in Europe. In April, No. 38 Squadron's four Dakotas relocated to Kuala Lumpur, where they undertook supply drops in cooperation with No. 41 Squadron RNZAF. One of No. 1 Squadron's Lincolns was written off after overshooting the runway at Tengah on 30 November. Wing Commander (later Group Captain) Redmond Green was appointed the new commanding officer of No. 90 Wing the following month, replacing Headlam. On 4 April 1952, Green participated in a Lincoln sortie in place of an injured pilot. The first aircraft he took off in had to turn back owing to engine failure. The second completed the mission but was found to have lost brake power as it was returning to Tengah, and there was a danger of the aircraft overrunning the landing strip and sustaining heavy damage; the crew was able to slow the Lincoln on the runway by trailing a parachute from the rear turret upon touching down.
### Disbandment
No. 38 Squadron relocated from Kuala Lumpur to its former base at Changi in February 1952. As the year progressed, RAAF transport priorities altered owing to the increasing demands of the Korean War, and the Malayan commitment was no longer considered sustainable. Having airlifted more than 17,000 passengers and almost 1,900 tonnes of cargo, dropped some 750 tonnes of supplies and evacuated over 300 injured troops, No. 38 Squadron departed for Australia on 8 December and rejoined No. 86 Wing at Richmond three days later. Following this withdrawal, No. 90 Wing was disbanded at Changi, and No. 1 Squadron became the only Australian flying unit in Malaya. It continued the bombing campaign against the communists until it was withdrawn to Australia in July 1958, having flown almost 4,000 sorties in its eight years of operation and dropped over 14,000 tonnes of bombs—85 per cent of the total delivered by Commonwealth forces during the Emergency. No. 1 Squadron was relieved by No. 2 Squadron, operating English Electric Canberra jet bombers out of Butterworth in north-west Malaya.
## Commanding officers
No. 90 Wing was commanded by the following officers: |
24,486,634 | Dendrocollybia | 1,164,550,536 | Genus of fungi in the family Tricholomataceae | [
"Fungi of Europe",
"Fungi of North America",
"Inedible fungi",
"Monotypic Agaricales genera",
"Taxa named by Ron Petersen",
"Tricholomataceae"
]
| Dendrocollybia is a fungal genus in the family Tricholomataceae of the order Agaricales. It is a monotypic genus, containing the single species Dendrocollybia racemosa, commonly known as the branched Collybia or the branched shanklet. The somewhat rare species is found in the Northern Hemisphere, including the Pacific Northwest region of western North America, and Europe, where it is included in several Regional Red Lists. It usually grows on the decaying fruit bodies of other agarics—such as Lactarius and Russula—although the host mushrooms may be decayed to the point of being difficult to recognize.
Dendrocollybia racemosa fruit bodies have small pale grayish-white or grayish-brown caps up to 1 cm (0.4 in) wide, and thin stems up to 6 cm (2.4 in) long. The species is characterized by its unusual stem, which is covered with short lateral branches. The branches often produce spherical slimeheads of translucent conidiophores on their swollen tips. The conidiophores produce conidia (asexual spores) by mitosis. Because the fungus can rely on either sexual or asexual modes of reproduction, fruit bodies sometimes have reduced or even missing caps. The unusual stems originate from black pea-sized structures called sclerotia. The anamorphic form of the fungus, known as Tilachlidiopsis racemosa, is missing the sexual stage of its life cycle. It can reproduce at relatively low temperatures, an adaptation believed to improve its ability to grow quickly and fruit on decomposing mushrooms.
## Taxonomy and phylogeny
The genus Dendrocollybia was first described in 2001, to accommodate the species previously known as Collybia racemosa. Before then, the so-named taxon was considered to be one of four species of Collybia, a genus which had itself has been redefined and reduced in 1997, when most of its species were transferred to Gymnopus and Rhodocollybia. C. racemosa was originally described and named Agaricus racemosus by Christian Hendrik Persoon in 1797, and sanctioned under that name by Elias Magnus Fries in 1821. In his Systema Mycologicum, Fries classified it in his "tribe" Collybia along with all other similar small, white-spored species with a convex cap and a fragile stem. In 1873 Lucien Quélet raised Fries' tribe Collybia to generic rank. Samuel Frederick Gray called the species Mycena racemosa in his 1821 Natural Arrangement of British Plants; both this name and Joanne Lennox's 1979 Microcollybia racemosa are considered synonyms.
Rolf Singer's fourth edition (1986) of his comprehensive Agaricales in Modern Taxonomy included Collybia racemosa in section Collybia, in addition to the three species that currently comprise the genus Collybia: C. tuberosa, C. cirrhata and C. cookei. A phylogenetic analysis of the internal transcribed spacer sequences of ribosomal DNA by Karen Hughes and colleagues showed that C. tuberosa, C. cirrhata and C. cookei form a monophyletic group within a larger Lyophyllum–Tricholoma–Collybia clade that includes several species of Lyophyllum, Tricholoma, Lepista, Hypsizygus and the species C. racemosa. Hughes and colleagues could not identify a clade that included all four species of Collybia. Restriction fragment length polymorphism analysis of the ribosomal DNA from the four species corroborated the results obtained from phylogenetic analysis. Based on these results, as well as differences in characteristics such as the presence of unique stem projections, fruit body pigmentation, and macrochemical reactions, they circumscribed the new genus Dendrocollybia to contain C. racemosa.
The fungus is commonly known as the branched Collybia, or the branched shanklet; Samuel Gray referred to it as the "racemelike high-stool". The specific epithet racemosa is from the Latin word racemus—"a cluster of grapes".
## Description
The cap of Dendrocollybia racemosa is typically between 3 and 10 mm (0.1 and 0.4 in) in diameter, and depending on its stage of development, may be conic to convex, or in maturity, somewhat flattened with a slightly rounded central elevation (an umbo). The cap surface is dry and opaque, with a silky texture; its color in the center is fuscous (a dusky brownish-gray color), but the color fades uniformly towards the margin. The margin is usually curved toward the gills initially; as the fruit body matures the edge may roll out somewhat, but it also tends to fray or split with age. There may be shallow grooves on the cap that corresponds to the position of the gills underneath, which may give the cap edge a crenate (scalloped) appearance. The flesh is very thin (less than 1 mm thick) and fragile, lacking in color, and has no distinctive odor or taste. The gills are relatively broad, narrowly attached to the stem (adnexed), spaced closely together, and colored gray to grayish-tan, somewhat darker than the cap. There are additional gills, called lamellulae, that do not extend all the way to the stem; they are interspersed between the gills and arranged in up to three series (tiers) of equal length. Occasionally, the fungus produces stems with aborted caps, or with the caps missing entirely.
The stem is 4 to 6 cm (1.6 to 2.4 in) long by 1 mm thick, roughly equal in width throughout, and tapers to a long "root" which terminates in a dull black, roughly spherical sclerotium. The stem may be buried deeply in its substrate. The stem surface is roughly the same color as the cap, with a fine whitish powder on the upper surface. In the lower portion, the stem is brownish, and has fine grooves that run lengthwise up and down the surface. The lower half is covered with irregularly arranged short branch-like protuberances at right angles to the stem that measures 2–3 by 0.5 mm. These projections are cylindrical and tapering, with ends that are covered with a slime head of conidia (fungal spores produced asexually). D. racemosa is the only mushroom species known that form conidia on side branches of the stem. The sclerotium from which the stem arises is watery grayish and homogeneous in cross section (not divided into internal chambers), with a thin dull black outer coat, and measures 3 to 6 mm (0.12 to 0.24 in) in diameter. American mycologist Alexander H. Smith cautioned that novice collectors will typically miss the sclerotium the first time they find the species. The edibility of D. racemosa is unknown, but as David Arora says, the fruit bodies are "much too puny and rare to be of value."
### Microscopic characteristics
The spores are narrowly ellipsoid to ovoid, thin-walled, hyaline (translucent), with dimensions of 4–5.5 by 2–3 μm. When stained with Melzer's reagent, the spores turn a light blue color. The basidia (the spore-bearing cells) are four-spored, measure 16–20 by 3.5–4 μm, and taper gradually towards the base. Cystidia are not differentiated in this species. The cap surface is made of a cuticle of radial, somewhat agglutinated, rather coarse hyphae that differ chiefly in size from the underlying tissue—initially 1–3 μm in diameter, becoming 5–7 μm wide in the underlying tissue. The hyphae are clamped, and encrusted with shallow irregularly shaped masses that are most conspicuous in the surface cells. The gill tissue is made of hyphae that project downward from the cap and arranged in a subparallel fashion, meaning that the hyphae are mostly parallel to one another and are slightly intertwined. The hyphae are clamped, with a narrow, branched compact subhymenium (a narrow zone of small, short hyphae immediately beneath the hymenium) composed of hyphae 2–3 μm in diameter. The conidia are 8.5–12 by 4–5 μm, peanut-shaped, non-amyloid (not changing color when stained with Melzer's reagent), clamped, and produced by fragmentation of the coarse mycelium. Clamp connections are present in the hyphae. Asexual spores are 10.0–15.5 by 3–4 μm, ellipsoid to oblong, non-amyloid, and contain granular contents. The grayish color of the fruit bodies is caused by encrusted pigments (crystalline aggregates of pigment molecules, possibly melanin) that occur throughout the tissue of the stem and cap, including the gills; these pigments are absent in Collybia species.
### Similar species
In contrast to the three species of Collybia, D. racemosa shows negligible reactivity to common chemical tests used in mushroom identification, including aniline, alpha-napthol, guaiacol, sulfoformol, phenol, and phenol-aniline.
The cortex (outer tissue layer) of the sclerotium can be used as a diagnostic character to distinguish between D. racemosa and small white specimens of Collybia. The hyphae of the cortex of D. racemosa are "markedly angular", in comparison with C. cookei (rounded hyphae) and C. tuberosa (elongated hyphae). The cortical layer in D. racemosa has an arrangement that is known as textura epidermoidea—with the hyphae arranged like a jigsaw puzzle. Heavy deposits of dark reddish-brown pigment are evident throughout the cortical tissue in or on the walls and the tips of hyphae. The remaining Collybia species, C. cirrhata, does not form sclerotia.
### Anamorph form
The anamorphic or imperfect fungi are those that seem to lack a sexual stage in their life cycle, and typically reproduce by the process of mitosis in conidia. In some cases, the sexual stage—or teleomorph stage—is later identified, and a teleomorph-anamorph relationship is established between the species. The International Code of Botanical Nomenclature permits the recognition of two (or more) names for one and the same organism, one based on the teleomorph, the other(s) restricted to the anamorph. Tilachlidiopsis racemosa (formerly known as Sclerostilbum septentrionale, described by Alfred Povah in 1932) was shown to be the anamorphic form of Dendrocollybia racemosa. The synnemata (reproductive structures made of compact groups of erect conidiophores) produced by T. racemosa always grow on the stem of Dendrocollybia racemosa. The anamorph has an unusually low optimum growth temperature, between 12 and 18 °C (54 and 64 °F), within a larger growth range of 3 and 22 °C (37 and 72 °F). It is thought this is an adaptation that allows the mycelium to grow quickly and enhance its chances of fruiting on agaric mushrooms, which are generally short-lived.
## Habitat, distribution, and ecology
Dendrocollybia racemosa is a saprobic species, meaning it derives nutrients by breaking down dead or dying tissue. Its fruit bodies grow on the well-decayed remains of agarics, often suspected to be Lactarius or Russula, although the hosts' identities are often unclear due to an advanced state of decay. A 2006 study used molecular analysis to confirm Russula crassotunicata as a host for D. racemosa. This Russula has a long and persistent decay period, and, in the Pacific Northwest region of the United States where the study was conducted, provides a "nearly year-round substrate for mycosaprobic species". Dendrocollybia is one of four agaric genera obligately associated with growth on the fruit bodies of other fungi, the others being Squamanita, Asterophora, and Collybia. Dendrocollybia is also found less commonly in deep coniferous duff, in groups or small clusters. The fungus can form sclerotia in the mummified host fruit bodies, and may also develop directly from their sclerotia in soil. The fungus is widely distributed in temperate regions of the Northern Hemisphere, but rarely collected "probably due to its small size, camouflage color, and tendency to be immersed in its substrate." In North America, where the distribution is restricted to the Pacific Northwest, fruit bodies are found in the late summer to autumn, often after a heavy fruiting period for other mushrooms is over. In Europe, it is known from the United Kingdom, Scandinavia, and Belgium. Dendrocollybia racemosa is in the Danish, Norwegian, and British Red Lists.
The saprobic behaviors of Collybia and Dendrocollybia are slightly different. In the autumn, fruit bodies of C. cirrhata, C. cookei and C. tuberosa, can be found on blackened, leathery, mummified fruit bodies of their hosts. Sometimes, these species appear to be growing in the soil (or from their sclerotium in soil or moss), but usually not in huge clusters. In these cases it is assumed that the hosts are remnants of fruit bodies from a previous season. In all observed cases of D. racemosa, however, the hosts have not been readily observed, suggesting that rapid digestion of the host (rather than mummification) may have taken place. Hughes and colleagues suggest that this may indicate the presence of a different enzymatic system, and a differing ability to compete with other fungi or bacteria.
## See also
- List of Tricholomataceae genera |
4,401 | Bald eagle | 1,173,597,517 | Bird of prey species of North America | [
"Apex predators",
"Birds described in 1766",
"Birds of Canada",
"Birds of Mexico",
"Birds of Saint Pierre and Miquelon",
"Birds of prey of North America",
"Birds of the United States",
"Eagles",
"Haliaeetus",
"Least concern biota of North America",
"Least concern biota of the United States",
"National symbols of the United States",
"Native birds of the Rocky Mountains",
"Scavengers",
"Taxa named by Carl Linnaeus"
]
| The bald eagle (Haliaeetus leucocephalus) is a bird of prey found in North America. A sea eagle, it has two known subspecies and forms a species pair with the white-tailed eagle (Haliaeetus albicilla), which occupies the same niche as the bald eagle in the Palearctic. Its range includes most of Canada and Alaska, all of the contiguous United States, and northern Mexico. It is found near large bodies of open water with an abundant food supply and old-growth trees for nesting.
The bald eagle is an opportunistic feeder which subsists mainly on fish, which it swoops down upon and snatches from the water with its talons. It builds the largest nest of any North American bird and the largest tree nests ever recorded for any animal species, up to 4 m (13 ft) deep, 2.5 m (8.2 ft) wide, and 1 metric ton (1.1 short tons) in weight. Sexual maturity is attained at the age of four to five years.
Bald eagles are not bald; the name derives from an older meaning of the word, "white headed". The adult is mainly brown with a white head and tail. The sexes are identical in plumage, but females are about 25 percent larger than males. The yellow beak is large and hooked. The plumage of the immature is brown.
The bald eagle is the national bird of the United States of America and appears on its seal. In the late 20th century it was on the brink of extirpation in the contiguous United States. Populations have since recovered, and the species's status was upgraded from "endangered" to "threatened" in 1995, and removed from the list altogether in 2007.
## Taxonomy
The bald eagle is placed in the genus Haliaeetus (sea eagles), and gets both its common and specific scientific names from the distinctive appearance of the adult's head. Bald in the English name is from an older usage meaning "having white on the face or head" rather than "hairless", referring to the white head feathers contrasting with the darker body. The genus name is Neo-Latin: Haliaeetus (from the Ancient Greek: ἁλιάετος, romanized: haliaetos, lit. 'sea eagle'), and the specific name, leucocephalus, is Latinized (Ancient Greek: λευκός, romanized: leukos, lit. 'white') and (κεφαλή, kephalḗ, 'head').
The bald eagle was one of the many species originally described by Carl Linnaeus in his 18th-century work Systema Naturae, under the name Falco leucocephalus.
There are two recognized subspecies of bald eagle:
- H. l. leucocephalus (Linnaeus, 1766) is the nominate subspecies. It is found in the southern United States and Baja California Peninsula.
- H. l. washingtoniensis (Audubon, 1827), synonym H. l. alascanus Townsend, 1897, the northern subspecies, is larger than southern nominate leucocephalus. It is found in the northern United States, Canada and Alaska.
The bald eagle forms a species pair with the white-tailed eagle of Eurasia. This species pair consists of a white-headed and a tan-headed species of roughly equal size; the white-tailed eagle also has overall somewhat paler brown body plumage. The two species fill the same ecological niche in their respective ranges. The pair diverged from other sea eagles at the beginning of the Early Miocene (c. 10 Ma BP) at the latest, but possibly as early as the Early/Middle Oligocene, 28 Ma BP, if the most ancient fossil record is correctly assigned to this genus.
## Description
The plumage of an adult bald eagle is evenly dark brown with a white head and tail. The tail is moderately long and slightly wedge-shaped. Males and females are identical in plumage coloration, but sexual dimorphism is evident in the species, in that females are 25% larger than males. The beak, feet and irises are bright yellow. The legs are feather-free, and the toes are short and powerful with large talons. The highly developed talon of the hind toe is used to pierce the vital areas of prey while it is held immobile by the front toes. The beak is large and hooked, with a yellow cere. The adult bald eagle is unmistakable in its native range. The closely related African fish eagle (Haliaeetus vocifer) (from far outside the bald eagle's range) also has a brown body (albeit of somewhat more rufous hue), white head and tail, but differs from the bald eagle in having a white chest and black tip to the bill.
The plumage of the immature is a dark brown overlaid with messy white streaking until the fifth (rarely fourth, very rarely third) year, when it reaches sexual maturity. Immature bald eagles are distinguishable from the golden eagle (Aquila chrysaetos), the only other very large, non-vulturine raptorial bird in North America, in that the former has a larger, more protruding head with a larger beak, straighter edged wings which are held flat (not slightly raised) and with a stiffer wing beat and feathers which do not completely cover the legs. When seen well, the golden eagle is distinctive in plumage with a more solid warm brown color than an immature bald eagle, with a reddish-golden patch to its nape and (in immature birds) a highly contrasting set of white squares on the wing.
The bald eagle has sometimes been considered the largest true raptor (accipitrid) in North America. The only larger species of raptor-like bird is the California condor (Gymnogyps californianus), a New World vulture which today is not generally considered a taxonomic ally of true accipitrids. However, the golden eagle, averaging 4.18 kg (9.2 lb) and 63 cm (25 in) in wing chord length in its American race (Aquila chrysaetos canadensis), is merely 455 g (1.003 lb) lighter in mean body mass and exceeds the bald eagle in mean wing chord length by around 3 cm (1.2 in). Additionally, the bald eagle's close cousins, the relatively longer-winged but shorter-tailed white-tailed eagle and the overall larger Steller's sea eagle (Haliaeetus pelagicus), may, rarely, wander to coastal Alaska from Asia.
The bald eagle has a body length of 70–102 cm (28–40 in). Typical wingspan is between 1.8 and 2.3 m (5 ft 11 in and 7 ft 7 in) and mass is normally between 3 and 6.3 kg (6.6 and 13.9 lb). Females are about 25% larger than males, averaging as much as 5.6 kg (12 lb), and against the males' average weight of 4.1 kg (9.0 lb).
The size of the bird varies by location and generally corresponds with Bergmann's rule: the species increases in size further away from the equator and the tropics. For example, eagles from South Carolina average 3.27 kg (7.2 lb) in mass and 1.88 m (6 ft 2 in) in wingspan, smaller than their northern counterparts. One field guide in Florida listed similarly small sizes for bald eagles there, at about 4.13 kg (9.1 lb). Of intermediate size, 117 migrant bald eagles in Glacier National Park were found to average 4.22 kg (9.3 lb) but this was mostly (possibly post-dispersal) juvenile eagles, with 6 adults here averaging 4.3 kg (9.5 lb). Wintering eagles in Arizona (winter weights are usually the highest of the year since, like many raptors, they spend the highest percentage of time foraging during winter) were found to average 4.74 kg (10.4 lb).
The largest eagles are from Alaska, where large females may weigh more than 7 kg (15 lb) and span 2.44 m (8 ft 0 in) across the wings. A survey of adult weights in Alaska showed that females there weighed on average 5.35 kg (11.8 lb), respectively, and males weighed 4.23 kg (9.3 lb) against immatures which averaged 5.09 kg (11.2 lb) and 4.05 kg (8.9 lb) in the two sexes. An Alaskan adult female eagle that was considered outsized weighed some 7.4 kg (16 lb). R.S. Palmer listed a record from 1876 in Wyoming County, New York of an enormous adult bald eagle that was shot and reportedly scaled 8.2 kg (18 lb). Among standard linear measurements, the wing chord is 51.5–69 cm (20.3–27.2 in), the tail is 23–37 cm (9.1–14.6 in) long, and the tarsus is 8 to 11 cm (3.1 to 4.3 in). The culmen reportedly ranges from 3 to 7.5 cm (1.2 to 3.0 in), while the measurement from the gape to the tip of the bill is 7–9 cm (2.8–3.5 in). The bill size is unusually variable: Alaskan eagles can have up to twice the bill length of birds from the southern United States (Georgia, Louisiana, Florida), with means including both sexes of 6.83 cm (2.69 in) and 4.12 cm (1.62 in) in culmen length, respectively, from these two areas.
The call consists of weak staccato, chirping whistles, kleek kik ik ik ik, somewhat similar in cadence to a gull's call. The calls of young birds tend to be more harsh and shrill than those of adults.
## Range
The bald eagle's natural range covers most of North America, including most of Canada, all of the continental United States, and northern Mexico. It is the only sea eagle endemic to North America. Occupying varied habitats from the bayous of Louisiana to the Sonoran Desert and the eastern deciduous forests of Quebec and New England, northern birds are migratory, while southern birds are resident, remaining on their breeding territory all year. At minimum population, in the 1950s, it was largely restricted to Alaska, the Aleutian Islands, northern and eastern Canada, and Florida. From 1966 to 2015 bald eagle numbers increased substantially throughout its winter and breeding ranges, and as of 2018 the species nests in every continental state and province in the United States and Canada.
The majority of bald eagles in Canada are found along the British Columbia coast while large populations are found in the forests of Alberta, Saskatchewan, Manitoba and Ontario. Bald eagles also congregate in certain locations in winter. From November until February, one to two thousand birds winter in Squamish, British Columbia, about halfway between Vancouver and Whistler. The birds primarily gather along the Squamish and Cheakamus Rivers, attracted by the salmon spawning in the area. Similar congregations of wintering bald eagles at open lakes and rivers, wherein fish are readily available for hunting or scavenging, are observed in the northern United States.
It has occurred as a vagrant twice in Ireland; a juvenile was shot illegally in Fermanagh on January 11, 1973 (misidentified at first as a white-tailed eagle), and an exhausted juvenile was captured near Castleisland, County Kerry on November 15, 1987. There is also a record of it from Llyn Coron, Anglesey, in the United Kingdom, from October 17, 1978; the provenance of this individual eagle has remained in dispute.
## Habitat
The bald eagle occurs during its breeding season in virtually any kind of American wetland habitat such as seacoasts, rivers, large lakes or marshes or other large bodies of open water with an abundance of fish. Studies have shown a preference for bodies of water with a circumference greater than 11 km (7 mi), and lakes with an area greater than 10 km<sup>2</sup> (4 sq mi) are optimal for breeding bald eagles.
The bald eagle typically requires old-growth and mature stands of coniferous or hardwood trees for perching, roosting, and nesting. Tree species reportedly is less important to the eagle pair than the tree's height, composition and location. Perhaps of paramount importance for this species is an abundance of comparatively large trees surrounding the body of water. Selected trees must have good visibility, be over 20 m (66 ft) tall, an open structure, and proximity to prey. If nesting trees are in standing water such as in a mangrove swamp, the nest can be located fairly low, at as low 6 m (20 ft) above the ground. In a more typical tree standing on dry ground, nests may be located from 16 to 38 m (52 to 125 ft) in height. In Chesapeake Bay, nesting trees averaged 82 cm (32 in) in diameter and 28 m (92 ft) in total height, while in Florida, the average nesting tree stands 23 m (75 ft) high and is 23 cm (9.1 in) in diameter. Trees used for nesting in the Greater Yellowstone area average 27 m (89 ft) high. Trees or forest used for nesting should have a canopy cover of no more than 60%, and no less than 20%, and be in close proximity to water. Most nests have been found within 200 m (660 ft) of open water. The greatest distance from open water recorded for a bald eagle nest was over 3 km (1.9 mi), in Florida.
Bald eagle nests are often very large in order to compensate for size of the birds. The largest recorded nest was found in Florida in 1963, and was measured at nearly 10 feet wide and 20 feet deep.
In Florida, nesting habitats often consist of Mangrove swamps, the shorelines of lakes and rivers, pinelands, seasonally flooded flatwoods, hardwood swamps, and open prairies and pastureland with scattered tall trees. Favored nesting trees in Florida are slash pines (Pinus elliottii), longleaf pines (P. palustris), loblolly pines (P. taeda) and cypress trees, but for the southern coastal areas where mangroves are usually used. In Wyoming, groves of mature cottonwoods or tall pines found along streams and rivers are typical bald eagle nesting habitats. Wyoming eagles may inhabit habitat types ranging from large, old-growth stands of ponderosa pines (Pinus ponderosa) to narrow strips of riparian trees surrounded by rangeland. In Southeast Alaska, Sitka spruce (Picea sitchensis) provided 78% of the nesting trees used by eagles, followed by hemlocks (Tsuga) at 20%. Increasingly, eagles nest in human-made reservoirs stocked with fish.
The bald eagle is usually quite sensitive to human activity while nesting, and is found most commonly in areas with minimal human disturbance. It chooses sites more than 1.2 km (0.75 mi) from low-density human disturbance and more than 1.8 km (1.1 mi) from medium- to high-density human disturbance. However, bald eagles will occasionally nest in large estuaries or secluded groves within major cities, such as Hardtack Island on the Willamette River in Portland, Oregon or John Heinz National Wildlife Refuge at Tinicum in Philadelphia, Pennsylvania, which are surrounded by a great quantity of human activity. Even more contrary to the usual sensitivity to disturbance, a family of bald eagles moved to the Harlem neighborhood in New York City in 2010.
While wintering, bald eagles tend to be less habitat and disturbance sensitive. They will commonly congregate at spots with plentiful perches and waters with plentiful prey and (in northern climes) partially unfrozen waters. Alternately, non-breeding or wintering bald eagles, particularly in areas with a lack of human disturbance, spend their time in various upland, terrestrial habitats sometimes quite far away from waterways. In the northern half of North America (especially the interior portion), this terrestrial inhabitance by bald eagles tends to be especially prevalent because unfrozen water may not be accessible. Upland wintering habitats often consist of open habitats with concentrations of medium-sized mammals, such as prairies, meadows or tundra, or open forests with regular carrion access.
## Behavior
The bald eagle is a powerful flier, and soars on thermal convection currents. It reaches speeds of 56–70 km/h (35–43 mph) when gliding and flapping, and about 48 km/h (30 mph) while carrying fish. Its dive speed is between 120–160 km/h (75–99 mph), though it seldom dives vertically. Regarding their flying abilities, despite being morphologically less well adapted to faster flight than golden eagles (especially during dives), the bald eagle is considered surprisingly maneuverable in flight. Bald eagles have also been recorded catching up to and then swooping under geese in flight, turning over and thrusting their talons into the other bird's breast. It is partially migratory, depending on location. If its territory has access to open water, it remains there year-round, but if the body of water freezes during the winter, making it impossible to obtain food, it migrates to the south or to the coast. A number of populations are subject to post-breeding dispersal, mainly in juveniles; Florida eagles, for example, will disperse northwards in the summer. The bald eagle selects migration routes which take advantage of thermals, updrafts, and food resources. During migration, it may ascend in a thermal and then glide down, or may ascend in updrafts created by the wind against a cliff or other terrain. Migration generally takes place during the daytime, usually between the local hours of 8:00 a.m. and 6:00 p.m., when thermals are produced by the sun.
## Diet and feeding
The bald eagle is an opportunistic carnivore with the capacity to consume a great variety of prey. Fish often comprise most of the eagle's diet throughout their range. In 20 food habit studies across the species' range, fish comprised 56% of the diet of nesting eagles, birds 28%, mammals 14% and other prey 2%. More than 400 species are known to be included in the bald eagle's prey spectrum, far more than its ecological equivalent in the Old World, the white-tailed eagle, is known to take. Despite its considerably lower population, the bald eagle may come in second amongst all North American accipitrids, slightly behind only the red-tailed hawk, in number of prey species recorded.
### Behavior
To hunt fish, the eagle swoops down over the water and snatches the fish out of the water with its talons. They eat by holding the fish in one claw and tearing the flesh with the other. Eagles have structures on their toes called spicules that allow them to grasp fish. Osprey also have this adaptation. Bird prey may occasionally be attacked in flight, with prey up to the size of Canada geese attacked and killed in mid-air. It has been estimated that the gripping power (pounds by square inch) of the bald eagle is ten times greater than that of a human. Bald eagles can fly with fish at least equal to their own weight, but if the fish is too heavy to lift, the eagle may be dragged into the water. Bald eagles are able to swim, in some cases dragging its catch ashore with its talons, but some eagles drown or succumb to hypothermia. Many sources claim that bald eagles, like all large eagles, cannot normally take flight carrying prey more than half of their own weight unless aided by favorable wind conditions. On numerous occasions, when large prey such as large fish including mature salmon or geese are attacked, eagles have been seen to make contact and then drag the prey in a strenuously labored, low flight over the water to a bank, where they then finish off and dismember the prey. When food is abundant, an eagle can gorge itself by storing up to 1 kg (2.2 lb) of food in a pouch in the throat called a crop. Gorging allows the bird to fast for several days if food becomes unavailable. Occasionally, bald eagles may hunt cooperatively when confronting prey, especially relatively large prey such as jackrabbits or herons, with one bird distracting potential prey, while the other comes behind it in order to ambush it. While hunting waterfowl, bald eagles repeatedly fly at a target and cause it to dive repeatedly, hoping to exhaust the victim so it can be caught (white-tailed eagles have been recorded hunting waterfowl in the same way). When hunting concentrated prey, a successful catch often results in the hunting eagle being pursued by other eagles and needing to find an isolated perch for consumption if it is able to carry it away successfully.
They obtain much of their food as carrion or via a practice known as kleptoparasitism, by which they steal prey away from other predators. Due to their dietary habits, bald eagles are frequently viewed in a negative light by humans. Thanks to their superior foraging ability and experience, adults are generally more likely to hunt live prey than immature eagles, which often obtain their food from scavenging. They are not very selective about the condition or origin, whether provided by humans, other animals, auto accidents or natural causes, of a carcass's presence, but will avoid eating carrion where disturbances from humans are a regular occurrence. They will scavenge carcasses up to the size of whales, though carcasses of ungulates and large fish are seemingly preferred. Congregated wintering waterfowl are frequently exploited for carcasses to scavenge by immature eagles in harsh winter weather. Bald eagles also may sometimes feed on material scavenged or stolen from campsites and picnics, as well as garbage dumps (dump usage is habitual mainly in Alaska) and fish-processing plants.
### Fish
In Southeast Alaska, fish comprise approximately 66% of the year-round diet of bald eagles and 78% of the prey brought to the nest by the parents. Eagles living in the Columbia River Estuary in Oregon were found to rely on fish for 90% of their dietary intake. At least 100 species of fish have been recorded in the bald eagle's diet. From observation in the Columbia River, 58% of the fish were caught alive by the eagle, 24% were scavenged as carcasses and 18% were pirated away from other animals.
In the Pacific Northwest, spawning trout and salmon provide most of the bald eagles' diet from late summer throughout fall. Though bald eagles occasionally catch live salmon, they usually scavenge spawned salmon carcass. Southeast Alaskan eagles largely prey on pink salmon (Oncorhynchus gorbuscha), coho salmon (O. kisutch) and, more locally, sockeye salmon (O. nerka), with Chinook salmon (O. tshawytscha). Due to the Chinook salmon's large size (12 to 18 kg (26 to 40 lb) average adult size) probably being taken only as carrion and a single carcass can attract several eagles. Also important in the estuaries and shallow coastlines of southern Alaska are Pacific herring (Clupea pallasii), Pacific sand lance (Ammodytes hexapterus) and eulachon (Thaleichthys pacificus). In Oregon's Columbia River Estuary, the most significant prey species were largescale suckers (Catostomus macrocheilus) (17.3% of the prey selected there), American shad (Alosa sapidissima; 13%) and common carp (Cyprinus carpio; 10.8%). Eagles living in the Chesapeake Bay in Maryland were found to subsist largely on American gizzard shad (Dorosoma cepedianum), threadfin shad (Dorosoma petenense) and white bass (Morone chrysops). Floridian eagles have been reported to prey on catfish, most prevalently the brown bullhead (Ameiurus nebulosus) and any species in the genus Ictalurus as well as mullet, trout, needlefish, and eels. Chain pickerels (Esox niger) and white suckers (Catostomus commersonii) are frequently taken in interior Maine. Wintering eagles on the Platte River in Nebraska preyed mainly on American gizzard shads and common carp. Bald eagles are also known to eat the following fish species: rainbow trout (Oncorhynchus mykiss), white catfish (Ameiurus catus), rock greenling (Hexagrammos lagocephalus), Pacific cod (Gadus macrocephalus), Atka mackerel (Pleurogrammus monopterygius), largemouth bass (Micropterus salmoides), northern pike (Esox lucius), striped bass (Morone saxatilis), dogfish shark (Squalidae.sp) and Blue walleye (Sander vitreus).
Fish taken by bald eagles varies in size, but bald eagles take larger fish than other piscivorous birds in North America, typically range from 20 to 75 cm (7.9 to 29.5 in) and prefer 36 cm (14 in) fish. When experimenters offered fish of different sizes in the breeding season around Lake Britton in California, fish measuring 34 to 38 cm (13 to 15 in) were taken 71.8% of the time by parent eagles while fish measuring 23 to 27.5 cm (9.1 to 10.8 in) were chosen only 25% of the time. At nests around Lake Superior, the remains of fish (mostly suckers) were found to average 35.4 cm (13.9 in) in total length. In the Columbia River estuary, most preyed on by eagles were estimated to measure less than 30 cm (12 in), but larger fish between 30 and 60 cm (12 and 24 in) or even exceeding 60 cm (24 in) in length also taken especially during the non-breeding seasons. In Neagle Lake, eagles frequently take Northern pike, up to 80 cm (31 in) long. They can take fish up to at least twice their own weight, such as large salmons, carps, or even adult muskellunge (Esox masquinongy), by dragging its catch with talons and pull toward ashore. Much larger marine fish such as Pacific halibut (Hippoglossus stenolepis) and lemon sharks (Negaprion brevirostris) have been recorded among bald eagle prey though probably are only taken as young, as small, newly mature fish, or as carrion.
Benthic fishes such as catfish are usually consumed after they die and float to the surface, though while temporarily swimming in the open may be more vulnerable to predation than most fish since their eyes focus downwards. Bald eagles also regularly exploit water turbines which produce battered, stunned or dead fish easily consumed. Predators who leave behind scraps of dead fish that they kill, such as brown bears (Ursus arctos), gray wolves (Canis lupus) and red foxes (Vulpes vulpes), may be habitually followed in order to scavenge the kills secondarily. Once North Pacific salmon die off after spawning, usually local bald eagles eat salmon carcasses almost exclusively. Eagles in Washington need to consume 489 g (1.078 lb) of fish each day for survival, with adults generally consuming more than juveniles and thus reducing potential energy deficiency and increasing survival during winter.
### Birds
Behind fish, the next most significant prey base for bald eagles are other waterbirds. The contribution of such birds to the eagle's diet is variable, depending on the quantity and availability of fish near the water's surface. Waterbirds can seasonally comprise from 7% to 80% of the prey selection for eagles in certain localities. Overall, birds are the most diverse group in the bald eagle's prey spectrum, with 200 prey species recorded.
Bird species most preferred as prey by eagles tend to be medium-sized, such as western grebes (Aechmophorus occidentalis), mallards (Anas platyrhynchos), and American coots (Fulica americana) as such prey is relatively easy for the much larger eagles to catch and fly with. American herring gull (Larus smithsonianus) are the favored avian prey species for eagles living around Lake Superior. Black ducks (Anas rubripes), common eiders (Somateria mollissima), and double-crested cormorants (Phalacrocorax auritus) are also frequently taken in coastal Maine and velvet scoter (Melanitta fusca) was dominant prey in San Miguel Island.
Due to easy accessibility and lack of formidable nest defense against eagles by such species, bald eagles are capable of preying on such seabirds at all ages, from eggs to mature adults, and they can effectively cull large portions of a colony. Along some portions of the North Pacific coastline, bald eagles which had historically preyed mainly kelp-dwelling fish and supplementally sea otter (Enhydra lutris) pups are now preying mainly on seabird colonies since both the fish (possibly due to overfishing) and otters (cause unknown) have had steep population declines, causing concern for seabird conservation. Because of this more extensive predation, some biologist has expressed concern that murres are heading for a "conservation collision" due to heavy eagle predation. Eagles have been confirmed to attack nocturnally active, burrow-nesting seabird species such as storm petrels and shearwaters by digging out their burrows and feeding on all animals they find inside. If a bald eagle flies close by, waterbirds will often fly away en masse, though they may seemingly ignore a perched eagle in other cases. when the birds fly away from a colony, this exposes their unprotected eggs and nestlings to scavengers such as gulls.
While they usually target small to medium-sized seabirds, larger seabirds such as great black-backed gulls (Larus marinus) and northern gannets (Morus bassanus) and brown pelicans (Pelecanus occidentalis) of all ages can successfully taken by bald eagles. Similarly, large waterbirds are occasionally prey as well. Geese such as wintering emperor geese (Chen canagica) and snow geese (C. caerulescens), which gather in large groups, sometimes becoming regular prey. Smaller Ross's geese (Anser rossii) are also taken, as well as large-sized Canada geese (Branta canadensis). Predation on the largest subspecies (Branta canadensis maxima) has been reported. Large wading birds can also fall prey to bald eagles. For the great blue herons (Ardea herodias), bald eagles are their only serious enemies of all ages. Slightly larger Sandhill cranes (Grus canadensis) can be taken as well. While adult whooping cranes (Grus americana) are too large and formidable, their chicks can fall prey to bald eagles. They even occasionally prey on adult tundra swans (Cygnus columbianus). Young trumpeter swans (Cygnus buccinator) are also taken, and an unsuccessful attack on an adult swan has been photographed.
Bald eagles have been recorded as killing other raptors on occasion. In some cases, these may be attacks of competition or kleptoparasitism on rival species but end with the consumption of the dead victims. Nine species each of other accipitrids and owls are known to have been preyed upon by bald eagles. Owl prey species have ranged in size from western screech-owls (Megascops kennicotti) to snowy owls (Bubo scandiacus). Larger diurnal raptors known to have fallen victim to bald eagles have included red-tailed hawks (Buteo jamaicensis), peregrine falcons (Falco peregrinus), northern goshawks (Accipiter gentilis), ospreys (Pandion haliaetus) and black (Coragyps atratus) and turkey vultures (Cathartes aura).
### Mammals
Mammalian preys are generally less frequently taken than fish or avian prey. However, in some regions, such as landlocked areas of North America, wintering bald eagles may become habitual predators of medium-sized mammals that occur in colonies or local concentrations, such as prairie dogs (Cynomys sp.) and jackrabbits (Lepus sp.). Bald eagles in Seedskadee National Wildlife Refuge often hunt in pair to catch rabbits and prairie dogs. They can attack and prey on rabbits and hares of nearly any size, from marsh rabbits (Sylvilagus palustris) to black and white-tailed jackrabbits (Lepus californicus & L. townsendii), and Arctic hares (Lepus arcticus). In San Luis Valley, white-tailed jackrabbits can be important prey. Additionally, rodents such as montane voles (Microtus montanus), brown rats (Rattus norvegicus), muskrats (Ondatra zibethicus), nutrias (Myocastor coypus), and various squirrels are taken as supplementary prey. Even American porcupines (Erethizon dorsatum) are reportedly attacked and killed.
Where available, seal colonies can provide a lot of food. On Protection Island, Washington, they commonly feed on harbor seal (Phoca vitulina) afterbirths, still-borns and sickly seal pups. Similarly, bald eagles in Alaska readily prey on sea otter (Enhydra lutris) pups. Terrestrial mammalian carnivores can be taken infrequently. Mustelid from size of American martens (Martes pennanti), and American minks (Neogale vison), to adult North American river otters (Lontra canadensis) and male fisher cats (Pekania pennanti) are taken. Foxes are also taken, including Island foxes ( Urocyon littoralis ), Arctic foxes (Vulpes lagopus), and grey foxes (Urocyon cinereoargenteus). In one instance, two bald Eagles feed upon a red fox (Vulpes vulpes) that had tried to cross a frozen Delaware Lake. Other medium-sized carnivorans such as striped skunks (Mephitis mephitis), American hog-nosed skunks (Conepatus leuconotus), and common raccoons (Procyon lotor) are taken, as well as domestic cats (Felis catus) and dogs (canis familiaris).
Other wild mammalian prey include fawns of deer such as white-tailed deer (Odocoileus virginianus) and Sitka deer (Odocoileus hemionus sitkensis), which weigh around 3 kg (6.6 lb) can be taken alive by bald eagles. In one instance, a bald eagle was observed carrying 6.8 kg (15 lb) mule deer (Odocoileus hemionus) fawn. Additionally, Virginia opossums (Didelphis virginiana) can be preyed upon but most of them are mainly taken as roadkills due to their nocturnal habits.
Together with the golden eagle, bald eagles are occasionally accused of preying on livestock, especially sheep (Ovis aries). There are a handful of proven cases of lamb predation, some specimens weighing up to 11 kg (24 lb), by bald eagles. Still, they are much less likely to attack a healthy lamb than a golden eagle. Both species prefer native, wild prey and are unlikely to cause any extensive detriment to human livelihoods. There is one case of a bald eagle killing and feeding on an adult, pregnant ewe (then joined in eating the kill by at least 3 other eagles), which, weighing on average over 60 kg (130 lb), is much larger than any other known prey taken by this species.
### Reptiles and other prey
Supplemental prey is readily taken given the opportunity. In some areas, reptiles may become regular prey, especially in warm areas such as Florida where reptile diversity is high. Turtles are perhaps the most regularly hunted type of reptile. In coastal New Jersey, 14 of 20 studied eagle nests included remains of turtles. The main species found were common musk turtles (Sternotherus odoratus), diamondback terrapin (Malaclemys terrapin) and juvenile common snapping turtles (Chelydra serpentina). In these New Jersey nests, mainly subadult and small adults were taken, ranging in carapace length from 9.2 to 17.1 cm (3.6 to 6.7 in). Similarly, many turtles were recorded in the diet in the Chesapeake Bay. In Texas, softshell turtles are the most frequently taken prey, and a large number of Barbour's map turtles are taken in Torreya State Park. Other reptilian and amphibian prey includes southern alligator lizards (Elgaria multicarinata), snakes such as garter snakes and rattlesnakes, and Greater siren (Siren lacertina).
Invertebrates are occasionally taken. In Alaska, eagles feed on sea urchins (Strongylocentrotus sp.), chitons, mussels, and crabs. Other various mollusks such as land snails, abalones, bivalves, periwinkles, blue mussels, squids, and starfishes are taken as well.
### Interspecific predatory relationships
When competing for food, eagles will usually dominate other fish-eaters and scavengers, aggressively displacing mammals such as coyotes (Canis latrans) and foxes, and birds such as corvids, gulls, vultures and other raptors. Occasionally, coyotes, bobcats (Lynx rufus) and domestic dogs (Canis familiaris) can displace eagles from carrion, usually less confident immature birds, as has been recorded in Maine. Bald eagles are less active, bold predators than golden eagles and get relatively more of their food as carrion and from kleptoparasitism (although it is now generally thought that golden eagles eat more carrion than was previously assumed). However, the two species are roughly equal in size, aggressiveness and physical strength and so competitions can go either way. Neither species is known to be dominant, and the outcome depends on the size and disposition of the individual eagles involved. Wintering bald and golden eagles in Utah both sometimes won conflicts, though in one recorded instance a single bald eagle successfully displaced two consecutive golden eagles from a kill.
Though bald eagles face few natural threats, an unusual attacker comes in the form of the common loon (G. immer), which is also taken by eagles as prey. While common loons normally avoid conflict, they are highly territorial and will attack predators and competitors by stabbing at them with their knife-like bill; as the range of the bald eagle has increased following conservation efforts, these interactions have been observed on several occasions, including a fatality of a bald eagle in Maine that is presumed to have come about as a result of it attacking a nest, then having a fatal puncture wound inflicted by one or both loon parents.
The bald eagle is thought to be much more numerous in North America than the golden eagle, with the bald species estimated to number at least 150,000 individuals, about twice as many golden eagles there are estimated to live in North America. Due to this, bald eagles often outnumber golden eagles at attractive food sources. Despite the potential for contention between these animals, in New Jersey during winter, a golden eagle and numerous bald eagles were observed to hunt snow geese alongside each other without conflict. Similarly, both eagle species have been recorded, via video-monitoring, to feed on gut piles and carcasses of white-tailed deer (Odocoileus virginianus) in remote forest clearings in the eastern Appalachian Mountains without apparent conflict. Bald eagles are frequently mobbed by smaller raptors, due to their infrequent but unpredictable tendency to hunt other birds of prey. Many bald eagles are habitual kleptoparasites, especially in winters when fish are harder to come by. They have been recorded stealing fish from other predators such as ospreys, herons and even otters. They have also been recorded opportunistically pirating birds from peregrine falcons (Falco peregrinus), prairie dogs from ferruginous hawks (Buteo regalis) and even jackrabbits from golden eagles. When they approach scavengers such as dogs, gulls or vultures at carrion sites, they often attack them in an attempt to force them to disgorge their food. Healthy adult bald eagles are not preyed upon in the wild and are thus considered apex predators.
## Reproduction
Bald eagles are sexually mature at four or five years of age. When they are old enough to breed, they often return to the area where they were born. It is thought that bald eagles mate for life. However, if one member of a pair dies or disappears, the survivor will choose a new mate. A pair which has repeatedly failed in breeding attempts may split and look for new mates. Bald eagle courtship involves elaborate, spectacular calls and flight displays by the males. The flight includes swoops, chases, and cartwheels, in which they fly high, lock talons, and free-fall, separating just before hitting the ground. Usually, a territory defended by a mature pair will be 1 to 2 km (0.62 to 1.24 mi) of waterside habitat.
Compared to most other raptors, which mostly nest in April or May, bald eagles are early breeders: nest building or reinforcing is often by mid-February, egg laying is often late February (sometimes during deep snow in the North), and incubation is usually mid-March and early May. Eggs hatch from mid April to early May, and the young fledge late June to early July. The nest is the largest of any bird in North America; it is used repeatedly over many years and with new material added each year may eventually be as large as 4 m (13 ft) deep, 2.5 m (8.2 ft) across and weigh 1 metric ton (1.1 short tons). One nest in Florida was found to be 6.1 m (20 ft) deep, 2.9 meters (9.5 ft) across, and to weigh 3 short tons (2.7 metric tons). This nest is on record as the largest tree nest ever recorded for any animal. Usually nests are used for under five years, as they either collapse in storms or break the branches supporting them by their sheer weight. However, one nest in the Midwest was occupied continuously for at least 34 years. The nest is built of branches, usually in large trees found near water. When breeding where there are no trees, the bald eagle will nest on the ground, as has been recorded largely in areas largely isolated from terrestrial predators, such as Amchitka Island in Alaska.
In Sonora, Mexico, eagles have been observed nesting on top of hecho catcuses (Pachycereus pectin-aboriginum). Nests located on cliffs and rock pinnacles have been reported historically in California, Kansas, Nevada, New Mexico and Utah, but currently are only verified to occur only in Alaska and Arizona. The eggs average about 73 mm (2.9 in) long, ranging from 58 to 85 mm (2.3 to 3.3 in), and have a breadth of 54 mm (2.1 in), ranging from 47 to 63 mm (1.9 to 2.5 in). Eggs in Alaska averaged 130 g (4.6 oz) in mass, while in Saskatchewan they averaged 114.4 g (4.04 oz). As with their ultimate body size, egg size tends to increase with distance from the equator. Eagles produce between one and three eggs per year, two being typical. Rarely, four eggs have been found in nests, but these may be exceptional cases of polygyny. Eagles in captivity have been capable of producing up to seven eggs. It is rare for all three chicks to successfully reach the fledgling stage. The oldest chick often bears the advantage of larger size and louder voice, which tends to draw the parents' attention towards it. Occasionally, as is recorded in many large raptorial birds, the oldest sibling sometimes attacks and kills its younger sibling(s), especially early in the nesting period when their sizes are most different. However, nearly half of known bald eagles produce two fledglings (more rarely three), unlike in some other "eagle" species such as some in the genus Aquila, in which a second fledgling is typically observed in less than 20% of nests, despite two eggs typically being laid. Both the male and female take turns incubating the eggs, but the female does most of the sitting. The parent not incubating will hunt for food or look for nesting material during this stage. For the first two to three weeks of the nestling period, at least one adult is at the nest almost 100% of the time. After five to six weeks, the attendance of parents usually drops off considerably (with the parents often perching in trees nearby).
A young eaglet can gain up to 170 g (6.0 oz) a day, the fastest growth rate of any North American bird. The young eaglets pick up and manipulate sticks, play tug of war with each other, practice holding things in their talons, and stretch and flap their wings. By eight weeks, the eaglets are strong enough to flap their wings, lift their feet off the nest platform, and rise up in the air. The young fledge at anywhere from 8 to 14 weeks of age, though will remain close to the nest and attended to by their parents for a further 6 weeks. Juvenile eagles first start dispersing away from their parents about 8 weeks after they fledge. Variability in departure date related to effects of sex and hatching order on growth and development. For the next four years, immature eagles wander widely in search of food until they attain adult plumage and are eligible to reproduce.
On rare occasions, bald eagles have been recorded to adopt other raptor fledglings into their nests, as seen in 2017 by a pair of eagles in Shoal Harbor Migratory Bird Sanctuary near Sidney, British Columbia. The pair of eagles in question are believed to have carried a juvenile red-tailed hawk back to their nest, presumably as prey, whereupon the chick was accepted into the family by both the parents and the eagles' three nestlings. The hawk, nicknamed "Spunky" by biologists monitoring the nest, fledged successfully.
## Longevity and mortality
The average lifespan of bald eagles in the wild is around 20 years, with the oldest confirmed one having been 38 years of age. In captivity, they often live somewhat longer. In one instance, a captive individual in New York lived for nearly 50 years. As with size, the average lifespan of an eagle population appears to be influenced by its location and access to prey. As they are no longer heavily persecuted, adult mortality is quite low. In one study of Florida eagles, adult bald eagles reportedly had 100% annual survival rate. In Prince William Sound in Alaska, adults had an annual survival rate of 88% even after the Exxon Valdez oil spill adversely affected eagles in the area. Of 1,428 individuals from across the range necropsied by National Wildlife Health Center from 1963 to 1984, 329 (23%) eagles died from trauma, primarily impact with wires and vehicles; 309 (22%) died from gunshot; 158 (11%) died from poisoning; 130 (9%) died from electrocution; 68 (5%) died from trapping; 110 (8%) from emaciation; and 31 (2%) from disease; cause of death was undetermined in 293 (20%) of cases. In this study, 68% of mortality was human-caused. Today, eagle-shooting is believed to be considerably reduced due to the species' protected status. In one case, an adult eagle investigating a peregrine falcon nest for prey items sustained a concussion from a swooping parent peregrine, and ultimately died days later from it. An early natural history video depicting a cougar (Puma concolor) ambushing and killing an immature bald eagle feeding at a rabbit carcass is viewable online, although this film may have been staged.
Most non-human-related mortality involves nestlings or eggs. Around 50% of eagles survive their first year. However, in the Chesapeake Bay area, 100% of 39 radio-tagged nestlings survived to their first year. Nestling or egg fatalities may be due to nest collapses, starvation, sibling aggression or inclement weather. Another significant cause of egg and nestling mortality is predation. Nest predators include large gulls, corvids (including ravens, crows and magpies), wolverines (Gulo gulo), fishers (Pekania pennanti), red-tailed hawks, owls, other eagles, bobcats, American black bears (Ursus americanus) and raccoons. If food access is low, parental attendance at the nest may be lower because both parents may have to forage, thus resulting in less protection. Nestlings are usually exempt from predation by terrestrial carnivores that are poor tree-climbers, but Arctic foxes (Vulpes lagopus) occasionally snatched nestlings from ground nests on Amchitka Island in Alaska before they were extirpated from the island. The bald eagle will defend its nest fiercely from all comers and has even repelled attacks from bears, having been recorded knocking a black bear out of a tree when the latter tried to climb a tree holding nestlings.
## Relationship with humans
### Population decline and recovery
Once a common sight in much of the continent, the bald eagle was severely affected in the mid-20th century by a variety of factors, among them the thinning of egg shells attributed to use of the pesticide DDT. Bald eagles, like many birds of prey, were especially affected by DDT due to biomagnification. DDT itself was not lethal to the adult bird, but it interfered with their calcium metabolism, making them either sterile or unable to lay healthy eggs; many of their eggs were too brittle to withstand the weight of a brooding adult, making it nearly impossible for them to hatch. It is estimated that in the early 18th century the bald eagle population was 300,000–500,000, but by the 1950s there were only 412 nesting pairs in the 48 contiguous states of the US. Other factors in bald eagle population reductions were a widespread loss of suitable habitat, as well as both legal and illegal shooting. In 1930 a New York City ornithologist wrote that in the territory of Alaska in the previous 12 years approximately 70,000 bald eagles had been shot. Many of the hunters killed the bald eagles under the long-held beliefs that bald eagles grabbed young lambs and even children with their talons, yet the birds were innocent of most of these alleged acts of predation (lamb predation is rare, human predation is thought to be non-existent). Illegal shooting was described as "the leading cause of direct mortality in both adult and immature bald eagles" by the U.S. Fish and Wildlife Service in 1978. Leading causes of death in bald eagles include lead pollution, poisoning, collision with motor vehicles, and power-line electrocution. A study published in 2022 in the journal Science found that more than half of adult eagles across 38 US states suffered from lead poisoning. The primary cause is when eagles scavenge carcasses of animals shot by hunters. These are often tainted with lead shotgun pellets or rifle rounds, ammunition fragments.
The species was first protected in the U.S. and Canada by the 1918 Migratory Bird Treaty, later extended to all of North America. The Bald and Golden Eagle Protection Act, approved by the U.S. Congress in 1940, protected the bald eagle and the golden eagle, prohibiting commercial trapping and killing of the birds. The bald eagle was declared an endangered species in the U.S. in 1967, and amendments to the 1940 act between 1962 and 1972 further restricted commercial uses and increased penalties for violators. Perhaps most significant in the species' recovery, in 1972, DDT was banned from usage in the United States due to the fact that it inhibited the reproduction of many birds. DDT was completely banned in Canada in 1989, though its use had been highly restricted since the late 1970s.
With regulations in place and DDT banned, the eagle population rebounded. The bald eagle can be found in growing concentrations throughout the United States and Canada, particularly near large bodies of water. In the early 1980s, the estimated total population was 100,000 individuals, with 110,000–115,000 by 1992; the U.S. state with the largest resident population is Alaska, with about 40,000–50,000, with the next highest population the Canadian province of British Columbia with 20,000–30,000 in 1992. Obtaining a precise count of the bald eagle population is extremely difficult. The most recent data submitted by individual states was in 2006, when 9789 breeding pairs were reported. For some time, the stronghold breeding population of bald eagles in the lower 48 states was in Florida, where over a thousand pairs have held on while populations in other states were significantly reduced by DDT use. Today, the contiguous state with the largest number of breeding pairs of eagles is Minnesota with an estimated 1,312 pairs, surpassing Florida's most recent count of 1,166 pairs. 23, or nearly half, of the 48 contiguous states now have at least 100 breeding pairs of bald eagles. In Washington State, there were only 105 occupied nests in 1980. That number increased by about 30 per year, so that by 2005 there were 840 occupied nests. 2005 was the last year that the Washington Department of Fish and Wildlife counted occupied nests. Further population increases in Washington may be limited by the availability of late winter food, particularly salmon.
The bald eagle was officially removed from the U.S. federal government's list of endangered species on July 12, 1995, by the U.S. Fish & Wildlife Service, when it was reclassified from "endangered" to "threatened". On July 6, 1999, a proposal was initiated "To Remove the Bald Eagle in the Lower 48 States From the List of Endangered and Threatened Wildlife". It was de-listed on June 28, 2007. It has also been assigned a risk level of least concern category on the IUCN Red List. In the Exxon Valdez oil spill of 1989 an estimated 247 were killed in Prince William Sound, though the local population returned to its pre-spill level by 1995. In some areas, the increase in eagles has led to decreases in other bird populations and the eagles may be considered a pest.
### Killing permits
In December 2016, the U.S. Fish and Wildlife Service proposed extending the permits issued to wind generation companies to allow them to kill up to 4,200 bald eagles per year without facing a penalty, four times the previous number. The permits would last 30 years, six times the current 5-year term.
### In captivity
Permits are required to keep bald eagles in captivity in the United States. Permits are primarily issued to public educational institutions, and the eagles that they show are permanently injured individuals that cannot be released to the wild. The facilities where eagles are kept must be equipped with adequate caging, as well as workers experienced in the handling and care of eagles. The bald eagle can be long-lived in captivity if well cared for, but does not breed well even under the best conditions.
In Canada and in England a license is required to keep bald eagles for falconry. Bald eagles cannot legally be kept for falconry in the United States, but a license may be issued in some jurisdictions to allow use of such eagles in birds-of-prey flight shows.
## Cultural significance
The bald eagle is important in various Native American cultures and, as the national bird of the United States, is prominent in seals and logos, coinage, postage stamps, and other items relating to the U.S. federal government.
### Role in Native American culture
The bald eagle is a sacred bird in some North American cultures, and its feathers, like those of the golden eagle, are central to many religious and spiritual customs among Native Americans. Eagles are considered spiritual messengers between gods and humans by some cultures. Many pow wow dancers use the eagle claw as part of their regalia as well. Eagle feathers are often used in traditional ceremonies, particularly in the construction of regalia worn and as a part of fans, bustles and head dresses. In the Navajo tradition an eagle feather is represented to be a protector, along with the feather Navajo medicine men use the leg and wing bones for ceremonial whistles. The Lakota, for instance, give an eagle feather as a symbol of honor to person who achieves a task. In modern times, it may be given on an event such as a graduation from college. The Pawnee consider eagles as symbols of fertility because their nests are built high off the ground and because they fiercely protect their young. The Choctaw consider the bald eagle, who has direct contact with the upper world of the sun, as a symbol of peace.
During the Sun Dance, which is practiced by many Plains Indian tribes, the eagle is represented in several ways. The eagle nest is represented by the fork of the lodge where the dance is held. A whistle made from the wing bone of an eagle is used during the course of the dance. Also during the dance, a medicine man may direct his fan, which is made of eagle feathers, to people who seek to be healed. The medicine man touches the fan to the center pole and then to the patient, in order to transmit power from the pole to the patient. The fan is then held up toward the sky, so that the eagle may carry the prayers for the sick to the Creator.
Current eagle feather law stipulates that only individuals of certifiable Native American ancestry enrolled in a federally recognized tribe are legally authorized to obtain or possess bald or golden eagle feathers for religious or spiritual use. The constitutionality of these laws has been questioned by Native American groups on the basis that it violates the First Amendment by affecting ability to practice their religion freely.
The National Eagle Repository, a division of the FWS, exists as a means to receive, process, and store bald and golden eagles which are found dead and to distribute the eagles, their parts and feathers to federally recognized Native American tribes for use in religious ceremonies.
### National bird of the United States
The bald eagle is the national bird of the United States of America. The founders of the United States were fond of comparing their new republic with the Roman Republic, in which eagle imagery (usually involving the golden eagle) was prominent. On June 20, 1782, the Continental Congress adopted the design for the Great Seal of the United States, depicting a bald eagle grasping 13 arrows and an olive branch with thirteen leaves with its talons.
The bald eagle appears on most official seals of the U.S. government, including the presidential seal, the presidential flag, and in the logos of many U.S. federal agencies. Between 1916 and 1945, the presidential flag (but not the seal) showed an eagle facing to its left (the viewer's right), which gave rise to the urban legend that the flag is changed to have the eagle face towards the olive branch in peace, and towards the arrows in wartime.
Contrary to popular legend, there is no evidence that Benjamin Franklin ever publicly supported the wild turkey (Meleagris gallopavo), rather than the bald eagle, as a symbol of the United States. However, in a letter written to his daughter in 1784 from Paris, criticizing the Society of the Cincinnati, he stated his personal distaste for the bald eagle's behavior. In the letter Franklin states:
> For my own part. I wish the bald eagle had not been chosen the representative of our country. He is a bird of bad moral character. He does not get his living honestly ... besides he is a rank coward: The little king bird not bigger than a sparrow attacks him boldly and drives him out of the district.
Franklin opposed the creation of the Society because he viewed it, with its hereditary membership, as a noble order unwelcome in the newly independent Republic, contrary to the ideals of Lucius Quinctius Cincinnatus, for whom the Society was named. His reference to the two kinds of birds is interpreted as a satirical comparison between the Society of the Cincinnati and Cincinnatus.
### Popular culture
Largely because of its role as a symbol of the United States, but also because of its being a large predator, the bald eagle has many representations in popular culture. In film and television depictions the call of the red-tailed hawk, which is much louder and more powerful, is often substituted for bald eagles.
## See also
- American bison
- Besnard Lake
- Eagle lady
- Coat of arms of the Philippines
- Old Abe
- List of national birds |
228,613 | Starfish | 1,172,149,627 | Class of echinoderms, marine animal | [
"Articles containing video clips",
"Asteroidea",
"Extant Ordovician first appearances",
"Late Ordovician first appearances",
"Taxa named by Henri Marie Ducrotay de Blainville"
]
| Starfish or sea stars are star-shaped echinoderms belonging to the class Asteroidea (/ˌæstəˈrɔɪdiə/). Common usage frequently finds these names being also applied to ophiuroids, which are correctly referred to as brittle stars or basket stars. Starfish are also known as asteroids due to being in the class Asteroidea. About 1,900 species of starfish live on the seabed in all the world's oceans, from warm, tropical zones to frigid, polar regions. They are found from the intertidal zone down to abyssal depths, at 6,000 m (20,000 ft) below the surface.
Starfish are marine invertebrates. They typically have a central disc and usually five arms, though some species have a larger number of arms. The aboral or upper surface may be smooth, granular or spiny, and is covered with overlapping plates. Many species are brightly coloured in various shades of red or orange, while others are blue, grey or brown. Starfish have tube feet operated by a hydraulic system and a mouth at the centre of the oral or lower surface. They are opportunistic feeders and are mostly predators on benthic invertebrates. Several species have specialized feeding behaviours including eversion of their stomachs and suspension feeding. They have complex life cycles and can reproduce both sexually and asexually. Most can regenerate damaged parts or lost arms and they can shed arms as a means of defense. The Asteroidea occupy several significant ecological roles. Starfish, such as the ochre sea star (Pisaster ochraceus) and the reef sea star (Stichaster australis), have become widely known as examples of the keystone species concept in ecology. The tropical crown-of-thorns starfish (Acanthaster planci) is a voracious predator of coral throughout the Indo-Pacific region, and the Northern Pacific seastar is on the list of the World's 100 Worst Invasive Alien Species.
The fossil record for starfish is ancient, dating back to the Ordovician around 450 million years ago, but it is rather sparse, as starfish tend to disintegrate after death. Only the ossicles and spines of the animal are likely to be preserved, making remains hard to locate. With their appealing symmetrical shape, starfish have played a part in literature, legend, design and popular culture. They are sometimes collected as curios, used in design or as logos, and in some cultures, despite possible toxicity, they are eaten.
## Anatomy
Most starfish have five arms that radiate from a central disc, but the number varies with the group. Some species have six or seven arms and others have 10–15 arms. The Antarctic Labidiaster annulatus can have over fifty.
### Body wall
The body wall consists of a thin cuticle, an epidermis consisting of a single layer of cells, a thick dermis formed of connective tissue and a thin coelomic myoepithelial layer, which provides the longitudinal and circular musculature. The dermis contains an endoskeleton of calcium carbonate components known as ossicles. These are honeycombed structures composed of calcite microcrystals arranged in a lattice. They vary in form, with some bearing external granules, tubercles and spines, but most are tabular plates that fit neatly together in a tessellated manner and form the main covering of the aboral surface. Some are specialised structures such as the madreporite (the entrance to the water vascular system), pedicellariae and paxillae. Pedicellariae are compound ossicles with forceps-like jaws. They remove debris from the body surface and wave around on flexible stalks in response to physical or chemical stimuli while continually making biting movements. They often form clusters surrounding spines. Paxillae are umbrella-like structures found on starfish that live buried in sediment. The edges of adjacent paxillae meet to form a false cuticle with a water cavity beneath in which the madreporite and delicate gill structures are protected. All the ossicles, including those projecting externally, are covered by the epidermal layer.
Several groups of starfish, including Valvatida and Forcipulatida, possess pedicellariae. In Forcipulatida, such as Asterias and Pisaster, they occur in pompom-like tufts at the base of each spine, whereas in the Goniasteridae, such as Hippasteria phrygiana, the pedicellariae are scattered over the body surface. Some are thought to assist in defence, while others aid in feeding or in the removal of organisms attempting to settle on the starfish's surface. Some species like Labidiaster annulatus, Rathbunaster californicus and Novodinia antillensis use their large pedicellariae to capture small fish and crustaceans.
There may also be papulae, thin-walled protrusions of the body cavity that reach through the body wall and extend into the surrounding water. These serve a respiratory function. The structures are supported by collagen fibres set at right angles to each other and arranged in a three-dimensional web with the ossicles and papulae in the interstices. This arrangement enables both easy flexion of the arms by the starfish and the rapid onset of stiffness and rigidity required for actions performed under stress.
### Water vascular system
The water vascular system of the starfish is a hydraulic system made up of a network of fluid-filled canals and is concerned with locomotion, adhesion, food manipulation and gas exchange. Water enters the system through the madreporite, a porous, often conspicuous, sieve-like ossicle on the aboral surface. It is linked through a stone canal, often lined with calcareous material, to a ring canal around the mouth opening. A set of radial canals leads off this; one radial canal runs along the ambulacral groove in each arm. There are short lateral canals branching off alternately to either side of the radial canal, each ending in an ampulla. These bulb-shaped organs are joined to tube feet (podia) on the exterior of the animal by short linking canals that pass through ossicles in the ambulacral groove. There are usually two rows of tube feet but in some species, the lateral canals are alternately long and short and there appear to be four rows. The interior of the whole canal system is lined with cilia.
When longitudinal muscles in the ampullae contract, valves in the lateral canals close and water is forced into the tube feet. These extend to contact the substrate. Although the tube feet resemble suction cups in appearance, the gripping action is a function of adhesive chemicals rather than suction. Other chemicals and relaxation of the ampullae allow for release from the substrate. The tube feet latch on to surfaces and move in a wave, with one arm section attaching to the surface as another releases. Some starfish turn up the tips of their arms while moving which gives maximum exposure of the sensory tube feet and the eyespot to external stimuli.
Having descended from bilateral organisms, starfish may move in a bilateral fashion, particularly when hunting or in danger. When crawling, certain arms act as the leading arms, while others trail behind. Most starfish cannot move quickly, a typical speed being that of the leather star (Dermasterias imbricata), which can manage just 15 cm (6 in) in a minute. Some burrowing species from the genera Astropecten and Luidia have points rather than suckers on their long tube feet and are capable of much more rapid motion, "gliding" across the ocean floor. The sand star (Luidia foliolata) can travel at a speed of 2.8 m (9 ft 2 in) per minute. When a starfish finds itself upside down, two adjacent arms are bent backwards to provide support, the opposite arm is used to stamp the ground while the two remaining arms are raised on either side; finally the stamping arm is released as the starfish turns itself over and recovers its normal stance.
Apart from their function in locomotion, the tube feet act as accessory gills. The water vascular system serves to transport oxygen from, and carbon dioxide to, the tube feet and also nutrients from the gut to the muscles involved in locomotion. Fluid movement is bidirectional and initiated by cilia. Gas exchange also takes place through other gills known as papulae, which are thin-walled bulges on the aboral surface of the disc and arms. Oxygen is transferred from these to the coelomic fluid, which acts as the transport medium for gasses. Oxygen dissolved in the water is distributed through the body mainly by the fluid in the main body cavity; the circulatory system may also play a minor role.
### Digestive system and excretion
The gut of a starfish occupies most of the disc and extends into the arms. The mouth is located in the centre of the oral surface, where it is surrounded by a tough peristomial membrane and closed with a sphincter. The mouth opens through a short oesophagus into a stomach divided by a constriction into a larger, eversible cardiac portion and a smaller pyloric portion. The cardiac stomach is glandular and pouched, and is supported by ligaments attached to ossicles in the arms so it can be pulled back into position after it has been everted. The pyloric stomach has two extensions into each arm: the pyloric caeca. These are elongated, branched hollow tubes that are lined by a series of glands, which secrete digestive enzymes and absorb nutrients from the food. A short intestine and rectum run from the pyloric stomach to open at a small anus at the apex of the aboral surface of the disc.
Primitive starfish, such as Astropecten and Luidia, swallow their prey whole, and start to digest it in their cardiac stomachs. Shell valves and other inedible materials are ejected through their mouths. The semi-digested fluid is passed into their pyloric stomachs and caeca where digestion continues and absorption ensues. In more advanced species of starfish, the cardiac stomach can be everted from the organism's body to engulf and digest food. When the prey is a clam or other bivalve, the starfish pulls with its tube feet to separate the two valves slightly, and inserts a small section of its stomach, which releases enzymes to digest the prey. The stomach and the partially digested prey are later retracted into the disc. Here the food is passed on to the pyloric stomach, which always remains inside the disc. The retraction and contraction of the cardiac stomach is activated by a neuropeptide known as NGFFYamide.
Because of this ability to digest food outside the body, starfish can hunt prey much larger than their mouths. Their diets include clams and oysters, arthropods, small fish and gastropod molluscs. Some starfish are not pure carnivores, supplementing their diets with algae or organic detritus. Some of these species are grazers, but others trap food particles from the water in sticky mucus strands that are swept towards the mouth along ciliated grooves.
The main nitrogenous waste product is ammonia. Starfish have no distinct excretory organs; waste ammonia is removed by diffusion through the tube feet and papulae. The body fluid contains phagocytic cells called coelomocytes, which are also found within the hemal and water vascular systems. These cells engulf waste material, and eventually migrate to the tips of the papulae, where a portion of body wall is nipped off and ejected into the surrounding water. Some waste may also be excreted by the pyloric glands and voided with the faeces.
Starfish do not appear to have any mechanisms for osmoregulation, and keep their body fluids at the same salt concentration as the surrounding water. Although some species can tolerate relatively low salinity, the lack of an osmoregulation system probably explains why starfish are not found in fresh water or even in many estuarine environments.
### Sensory and nervous systems
Although starfish do not have many well-defined sense organs, they are sensitive to touch, light, temperature, orientation and the status of the water around them. The tube feet, spines and pedicellariae are sensitive to touch. The tube feet, especially those at the tips of the rays, are also sensitive to chemicals, enabling the starfish to detect odour sources such as food. There are eyespots at the ends of the arms, each one made of 80–200 simple ocelli. These are composed of pigmented epithelial cells that respond to light and are covered by a thick, transparent cuticle that both protects the ocelli and acts to focus light. Many starfish also possess individual photoreceptor cells in other parts of their bodies and respond to light even when their eyespots are covered. Whether they advance or retreat depends on the species.
While a starfish lacks a centralized brain, it has a complex nervous system with a nerve ring around the mouth and a radial nerve running along the ambulacral region of each arm parallel to the radial canal. The peripheral nerve system consists of two nerve nets: a sensory system in the epidermis and a motor system in the lining of the coelomic cavity. Neurons passing through the dermis connect the two. The ring nerves and radial nerves have sensory and motor components and coordinate the starfish's balance and directional systems. The sensory component receives input from the sensory organs while the motor nerves control the tube feet and musculature. The starfish does not have the capacity to plan its actions. If one arm detects an attractive odour, it becomes dominant and temporarily over-rides the other arms to initiate movement towards the prey. The mechanism for this is not fully understood.
### Circulatory system
The body cavity contains the circulatory or haemal system. The vessels form three rings: one around the mouth (the hyponeural haemal ring), another around the digestive system (the gastric ring) and the third near the aboral surface (the genital ring). The heart beats about six times a minute and is at the apex of a vertical channel (the axial vessel) that connects the three rings. At the base of each arm are paired gonads; a lateral vessel extends from the genital ring past the gonads to the tip of the arm. This vessel has a blind end and there is no continuous circulation of the fluid within it. This liquid does not contain a pigment and has little or no respiratory function but is probably used to transport nutrients around the body.
### Secondary metabolites
Starfish produce a large number of secondary metabolites in the form of lipids, including steroidal derivatives of cholesterol, and fatty acid amides of sphingosine. The steroids are mostly saponins, known as asterosaponins, and their sulphated derivatives. They vary between species and are typically formed from up to six sugar molecules (usually glucose and galactose) connected by up to three glycosidic chains. Long-chain fatty acid amides of sphingosine occur frequently and some of them have known pharmacological activity. Various ceramides are also known from starfish and a small number of alkaloids have also been identified. The functions of these chemicals in the starfish have not been fully investigated but most have roles in defence and communication. Some are feeding deterrents used by the starfish to discourage predation. Others are antifoulants and supplement the pedicellariae to prevent other organisms from settling on the starfish's aboral surface. Some are alarm pheromones and escape-eliciting chemicals, the release of which trigger responses in conspecific starfish but often produce escape responses in potential prey. Research into the efficacy of these compounds for possible pharmacological or industrial use occurs worldwide.
## Life cycle
### Sexual reproduction
Most species of starfish are gonochorous, there being separate male and female individuals. These are usually not distinguishable externally as the gonads cannot be seen, but their sex is apparent when they spawn. Some species are simultaneous hermaphrodites, producing eggs and sperm at the same time and in a few of these, the same gonad, called an ovotestis, produces both eggs and sperm. Other starfish are sequential hermaphrodites. Protandrous individuals of species like Asterina gibbosa start life as males before changing sex into females as they grow older. In some species such as Nepanthia belcheri, a large female can split in half and the resulting offspring are males. When these grow large enough they change back into females.
Each starfish arm contains two gonads that release gametes through openings called gonoducts, located on the central disc between the arms. Fertilization is generally external but in a few species, internal fertilization takes place. In most species, the buoyant eggs and sperm are simply released into the water (free spawning) and the resulting embryos and larvae live as part of the plankton. In others, the eggs may be stuck to the undersides of rocks. In certain species of starfish, the females brood their eggs – either by simply enveloping them or by holding them in specialised structures. Brooding may be done in pockets on the starfish's aboral surface, inside the pyloric stomach (Leptasterias tenera) or even in the interior of the gonads themselves. Those starfish that brood their eggs by "sitting" on them usually assume a humped posture with their discs raised off the substrate. Pteraster militaris broods a few of its young and disperses the remaining eggs, that are too numerous to fit into its pouch. In these brooding species, the eggs are relatively large, and supplied with yolk, and they generally develop directly into miniature starfish without an intervening larval stage. The developing young are called lecithotrophic because they obtain their nutrition from the yolk as opposed to "planktotrophic" larvae that feed in the water column. In Parvulastra parvivipara, an intragonadal brooder, the young starfish obtain nutrients by eating other eggs and embryos in the brood pouch. Brooding is especially common in polar and deep-sea species that live in environments unfavourable for larval development and in smaller species that produce just a few eggs.
In the tropics, a plentiful supply of phytoplankton is continuously available for starfish larvae to feed on. Spawning takes place at any time of year, each species having its own characteristic breeding season. In temperate regions, the spring and summer brings an increase in food supplies. The first individual of a species to spawn may release a pheromone that serves to attract other starfish to aggregate and to release their gametes synchronously. In other species, a male and female may come together and form a pair. This behaviour is called pseudocopulation and the male climbs on top, placing his arms between those of the female. When she releases eggs into the water, he is induced to spawn. Starfish may use environmental signals to coordinate the time of spawning (day length to indicate the correct time of the year, dawn or dusk to indicate the correct time of day), and chemical signals to indicate their readiness to breed. In some species, mature females produce chemicals to attract sperm in the sea water.
### Larval development
Most starfish embryos hatch at the blastula stage. The original ball of cells develops a lateral pouch, the archenteron. The entrance to this is known as the blastopore and it will later develop into the anus—together with chordates, echinoderms are deuterostomes, meaning the second (deutero) invagination becomes the mouth (stome); members of all other phyla are protostomes, and their first invagination becomes the mouth. Another invagination of the surface will fuse with the tip of the archenteron as the mouth while the interior section will become the gut. At the same time, a band of cilia develops on the exterior. This enlarges and extends around the surface and eventually onto two developing arm-like outgrowths. At this stage the larva is known as a bipinnaria. The cilia are used for locomotion and feeding, their rhythmic beat wafting phytoplankton towards the mouth.
The next stage in development is a brachiolaria larva and involves the growth of three short, additional arms. These are at the anterior end, surround a sucker and have adhesive cells at their tips. Both bipinnaria and brachiolaria larvae are bilaterally symmetrical. When fully developed, the brachiolaria settles on the seabed and attaches itself with a short stalk formed from the ventral arms and sucker. Metamorphosis now takes place with a radical rearrangement of tissues. The left side of the larval body becomes the oral surface of the juvenile and the right side the aboral surface. Part of the gut is retained, but the mouth and anus move to new positions. Some of the body cavities degenerate but others become the water vascular system and the visceral coelom. The starfish is now pentaradially symmetrical. It casts off its stalk and becomes a free-living juvenile starfish about 1 mm (0.04 in) in diameter. Starfish of the order Paxillosida have no brachiolaria stage, with the bipinnaria larvae settling on the seabed and developing directly into juveniles.
### Asexual reproduction
Some species of starfish in the three families Asterinidae, Asteriidae and Solasteridae are able to reproduce asexually as adults either by fission of their central discs or by autotomy of one or more of their arms. Which of these processes occurs depends on the genus. Among starfish that are able to regenerate their whole body from a single arm, some can do so even from fragments just 1 cm (0.4 in) long. Single arms that regenerate a whole individual are called comet forms. The division of the starfish, either across its disc or at the base of the arm, is usually accompanied by a weakness in the structure that provides a fracture zone.
The larvae of several species of starfish can reproduce asexually before they reach maturity. They do this by autotomising some parts of their bodies or by budding. When such a larva senses that food is plentiful, it takes the path of asexual reproduction rather than normal development. Though this costs it time and energy and delays maturity, it allows a single larva to give rise to multiple adults when the conditions are appropriate.
### Regeneration
Some species of starfish have the ability to regenerate lost arms and can regrow an entire new limb given time. A few can regrow a complete new disc from a single arm, while others need at least part of the central disc to be attached to the detached part. Regrowth can take several months or years, and starfish are vulnerable to infections during the early stages after the loss of an arm. A separated limb lives off stored nutrients until it regrows a disc and mouth and is able to feed again. Other than fragmentation carried out for the purpose of reproduction, the division of the body may happen inadvertently due to part being detached by a predator, or part may be actively shed by the starfish in an escape response. The loss of parts of the body is achieved by the rapid softening of a special type of connective tissue in response to nervous signals. This type of tissue is called catch connective tissue and is found in most echinoderms. An autotomy-promoting factor has been identified which, when injected into another starfish, causes rapid shedding of arms.
### Lifespan
The lifespan of a starfish varies considerably between species, generally being longer in larger forms and in those with planktonic larvae. For example, Leptasterias hexactis broods a small number of large-yolked eggs. It has an adult weight of 20 g (0.7 oz), reaches sexual maturity in two years and lives for about ten years. Pisaster ochraceus releases a large number of eggs into the sea each year and has an adult weight of up to 800 g (28 oz). It reaches maturity in five years and has a maximum recorded lifespan of 34 years.
## Ecology
### Distribution and habitat
Echinoderms, including starfish, maintain a delicate internal electrolyte balance that is in equilibrium with sea water, making it impossible for them to live in a freshwater habitat. Starfish species inhabit all of the world's oceans. Habitats range from tropical coral reefs, rocky shores, tidal pools, mud, and sand to kelp forests, seagrass meadows and the deep-sea floor down to at least 6,000 m (20,000 ft). The greatest diversity of species occurs in coastal areas.
### Diet
Most species are generalist predators, eating microalgae, sponges, bivalves, snails and other small animals. The crown-of-thorns starfish consumes coral polyps, while other species are detritivores, feeding on decomposing organic material and faecal matter. A few are suspension feeders, gathering in phytoplankton; Henricia and Echinaster often occur in association with sponges, benefiting from the water current they produce. Various species have been shown to be able to absorb organic nutrients from the surrounding water, and this may form a significant portion of their diet.
The processes of feeding and capture may be aided by special parts; Pisaster brevispinus, the short-spined pisaster from the West Coast of America, can use a set of specialized tube feet to dig itself deep into the soft substrate to extract prey (usually clams). Grasping the shellfish, the starfish slowly pries open the prey's shell by wearing out its adductor muscle, and then inserts its everted stomach into the crack to digest the soft tissues. The gap between the valves need only be a fraction of a millimetre wide for the stomach to gain entry. Cannibalism has been observed in juvenile sea stars as early as four days after metamorphosis.
### Ecological impact
Starfish are keystone species in their respective marine communities. Their relatively large sizes, diverse diets and ability to adapt to different environments makes them ecologically important. The term "keystone species" was in fact first used by Robert Paine in 1966 to describe a starfish, Pisaster ochraceus. When studying the low intertidal coasts of Washington state, Paine found that predation by P. ochraceus was a major factor in the diversity of species. Experimental removals of this top predator from a stretch of shoreline resulted in lower species diversity and the eventual domination of Mytilus mussels, which were able to outcompete other organisms for space and resources. Similar results were found in a 1971 study of Stichaster australis on the intertidal coast of the South Island of New Zealand. S. australis was found to have removed most of a batch of transplanted mussels within two or three months of their placement, while in an area from which S. australis had been removed, the mussels increased in number dramatically, overwhelming the area and threatening biodiversity.
The feeding activity of the omnivorous starfish Oreaster reticulatus on sandy and seagrass bottoms in the Virgin Islands appears to regulate the diversity, distribution and abundance of microorganisms. These starfish engulf piles of sediment removing the surface films and algae adhering to the particles. Organisms that dislike this disturbance are replaced by others better able to rapidly recolonise "clean" sediment. In addition, foraging by these migratory starfish creates diverse patches of organic matter, which may play a role in the distribution and abundance of organisms such as fish, crabs and sea urchins that feed on the sediment.
Starfish sometimes have negative effects on ecosystems. Outbreaks of crown-of-thorns starfish have caused damage to coral reefs in Northeast Australia and French Polynesia. A study in Polynesia found that coral cover declined drastically with the arrival of migratory starfish in 2006, dropping from 50% to under 5% in three years. This had a cascading effect on the whole benthic community and reef-feeding fish. Asterias amurensis is one of a few echinoderm invasive species. Its larvae likely arrived in Tasmania from central Japan via water discharged from ships in the 1980s. The species has since grown in numbers to the point where they threaten commercially important bivalve populations. As such, they are considered pests, and are on the Invasive Species Specialist Group's list of the world's 100 worst invasive species.
Sea Stars (starfish) are the main predators of kelp-eating sea urchins. Satellite imagery shows that sea urchin populations have exploded due to starfish mass deaths, and that by 2021, sea urchins have destroyed 95% of California's kelp forests.
### Threats
Starfish may be preyed on by conspecifics, sea anemones, other starfish species, tritons, crabs, fish, gulls and sea otters. Their first lines of defence are the saponins present in their body walls, which have unpleasant flavours. Some starfish such as Astropecten polyacanthus also include powerful toxins such as tetrodotoxin among their chemical armoury, and the slime star can ooze out large quantities of repellent mucus. They also have body armour in the form of hard plates and spines. The crown-of-thorns starfish is particularly unattractive to potential predators, being heavily defended by sharp spines, laced with toxins and sometimes with bright warning colours. Other species protect their vulnerable tube feet and arm tips by lining their ambulacral grooves with spines and heavily plating their extremities.
Several species sometimes suffer from a wasting condition caused by bacteria in the genus Vibrio; however, a more widespread wasting disease, causing mass mortalities among starfish, appears sporadically. A paper published in November 2014 revealed the most likely cause of this disease to be a densovirus the authors named sea star-associated densovirus (SSaDV). The protozoan Orchitophrya stellarum is known to infect the gonads of starfish and damage tissue. Starfish are vulnerable to high temperatures. Experiments have shown that the feeding and growth rates of P. ochraceus reduce greatly when their body temperatures rise above 23 °C (73 °F) and that they die when their temperature rises to 30 °C (86 °F). This species has a unique ability to absorb seawater to keep itself cool when it is exposed to sunlight by a receding tide. It also appears to rely on its arms to absorb heat, so as to protect the central disc and vital organs like the stomach.
Starfish and other echinoderms are sensitive to marine pollution. The common starfish is considered to be a bioindicator for marine ecosystems. A 2009 study found that P. ochraceus is unlikely to be affected by ocean acidification as severely as other marine animals with calcareous skeletons. In other groups, structures made of calcium carbonate are vulnerable to dissolution when the pH is lowered. Researchers found that when P. ochraceus were exposed to 21 °C (70 °F) and 770 ppm carbon dioxide (beyond rises expected in the next century), they were relatively unaffected. Their survival is likely due to the nodular nature of their skeletons, which are able to compensate for a shortage of carbonate by growing more fleshy tissue.
## Evolution
### Fossil record
Echinoderms first appeared in the fossil record in the Cambrian. The first known asterozoans were the Somasteroidea, which exhibit characteristics of both groups. Starfish are infrequently found as fossils, possibly because their hard skeletal components separate as the animal decays. Despite this, there are a few places where accumulations of complete skeletal structures occur, fossilized in place in Lagerstätten – so-called "starfish beds".
By the late Paleozoic, the crinoids and blastoids were the predominant echinoderms, and some limestones from this period are made almost entirely from fragments from these groups. In the two major extinction events that occurred during the late Devonian and late Permian, the blastoids were wiped out and only a few species of crinoids survived. Many starfish species also became extinct in these events, but afterwards the surviving few species diversified rapidly within about sixty million years during the Early Jurassic and the beginning of the Middle Jurassic. A 2012 study found that speciation in starfish can occur rapidly. During the last 6,000 years, divergence in the larval development of Cryptasterina hystera and Cryptasterina pentagona has taken place, the former adopting internal fertilization and brooding and the latter remaining a broadcast spawner.
### Diversity
The scientific name Asteroidea was given to starfish by the French zoologist de Blainville in 1830. It is derived from the Greek aster, ἀστήρ (a star) and the Greek eidos, εἶδος (form, likeness, appearance). The class Asteroidea belongs to the phylum Echinodermata. As well as the starfish, the echinoderms include sea urchins, sand dollars, brittle and basket stars, sea cucumbers and crinoids. The larvae of echinoderms have bilateral symmetry, but during metamorphosis this is replaced with radial symmetry, typically pentameric. Adult echinoderms are characterized by having a water vascular system with external tube feet and a calcareous endoskeleton consisting of ossicles connected by a mesh of collagen fibres. Starfish are included in the subphylum Asterozoa, the characteristics of which include a flattened, star-shaped body as adults consisting of a central disc and multiple radiating arms. The subphylum includes the two classes of Asteroidea, the starfish, and Ophiuroidea, the brittle stars and basket stars. Asteroids have broad-based arms with skeletal support provided by calcareous plates in the body wall while ophiuroids have clearly demarcated slender arms strengthened by paired fused ossicles forming jointed "vertebrae".
The starfish are a large and diverse class with over 1,900 living species. There are seven extant orders, Brisingida, Forcipulatida, Notomyotida, Paxillosida, Spinulosida, Valvatida and Velatida and two extinct ones, Calliasterellidae and Trichasteropsida. Living asteroids, the Neoasteroidea, are morphologically distinct from their forerunners in the Paleozoic. The taxonomy of the group is relatively stable but there is ongoing debate about the status of the Paxillosida, and the deep-water sea daisies, though clearly Asteroidea and currently included in Velatida, do not fit easily in any accepted lineage. Phylogenetic data suggests that they may be a sister group, the Concentricycloidea, to the Neoasteroidea, or that the Velatida themselves may be a sister group.
#### Living groups
Brisingida (2 families, 17 genera, 111 species)
Species in this order have a small, inflexible disc and 6–20 long, thin arms, which they use for suspension feeding. They have a single series of marginal plates, a fused ring of disc plates, a reduced number of aboral plates, crossed pedicellariae, and several series of long spines on the arms. They live almost exclusively in deep-sea habitats, although a few live in shallow waters in the Antarctic. In some species, the tube feet have rounded tips and lack suckers.
Forcipulatida (6 families, 63 genera, 269 species)
Species in this order have distinctive pedicellariae, consisting of a short stalk with three skeletal ossicles. They tend to have robust bodies and have tube feet with flat-tipped suckers usually arranged in four rows. The order includes well-known species from temperate regions, including the common starfish of North Atlantic coasts and rock pools, as well as cold-water and abyssal species.
Notomyotida (1 family, 8 genera, 75 species)
These starfish are deep-sea dwelling and have particularly flexible arms. The inner dorso-lateral surfaces of the arms contain characteristic longitudinal muscle bands. In some species, the tube feet lack suckers.
Paxillosida (7 families, 48 genera, 372 species)
This is a primitive order and members do not extrude their stomach when feeding, lack an anus and have no suckers on their tube feet. Papulae are plentiful on their aboral surface and they possess marginal plates and paxillae. They mostly inhabit soft-bottomed areas of sand or mud. There is no brachiolaria stage in their larval development. The comb starfish (Astropecten polyacanthus) is a member of this order.
Spinulosida (1 family, 8 genera, 121 species)
Most species in this order lack pedicellariae and all have a delicate skeletal arrangement with small or no marginal plates on the disc and arms. They have numerous groups of short spines on the aboral surface. This group includes the red starfish Echinaster sepositus.
Valvatida (16 families, 172 genera, 695 species)
Most species in this order have five arms and two rows of tube feet with suckers. There are conspicuous marginal plates on the arms and disc. Some species have paxillae and in some, the main pedicellariae are clamp-like and recessed into the skeletal plates. This group includes the cushion stars, the leather star and the sea daisies.
Velatida (4 families, 16 genera, 138 species)
This order of starfish consists mostly of deep-sea and other cold-water starfish often with a global distribution. The shape is pentagonal or star-shaped with five to fifteen arms. They mostly have poorly developed skeletons with papulae widely distributed on the aboral surface and often spiny pedicellariae. This group includes the slime star.
#### Extinct groups
Extinct groups within the Asteroidea include:
- † Calliasterellidae, with the type genus Calliasterella from the Devonian and Carboniferous
- † Palastericus, a Devonian genus
- † Trichasteropsida, with the Triassic genus Trichasteropsis (at least 2 species)
### Phylogeny
#### External
Starfish are deuterostome animals, like the chordates. A 2014 analysis of 219 genes from all classes of echinoderms gives the following phylogenetic tree. The times at which the clades diverged is shown under the labels in millions of years ago (mya).
#### Internal
The phylogeny of the Asteroidea has been difficult to resolve, with visible (morphological) features proving inadequate, and the question of whether traditional taxa are clades in doubt. The phylogeny proposed by Gale in 1987 is:
The phylogeny proposed by Blake in 1987 is:
Later work making use of molecular evidence, with or without the use of morphological evidence, had by 2000 failed to resolve the argument. In 2011, on further molecular evidence, Janies and colleagues noted that the phylogeny of the echinoderms "has proven difficult", and that "the overall phylogeny of extant echinoderms remains sensitive to the choice of analytical methods". They presented a phylogenetic tree for the living Asteroidea only; using the traditional names of starfish orders where possible, and indicating "part of" otherwise, the phylogeny is shown below. The Solasteridae are split from the Velatida, and the old Spinulosida is broken up.
## Human relations
### In research
Starfish are deuterostomes, closely related, together with all other echinoderms, to chordates, and are used in reproductive and developmental studies. Female starfish produce large numbers of oocytes that are easily isolated; these can be stored in a pre-meiosis phase and stimulated to complete division by the use of 1-methyladenine. Starfish oocytes are well suited for this research as they are large and easy to handle, transparent, simple to maintain in sea water at room temperature, and they develop rapidly. Asterina pectinifera, used as a model organism for this purpose, is resilient and easy to breed and maintain in the laboratory.
Another area of research is the ability of starfish to regenerate lost body parts. The stem cells of adult humans are incapable of much differentiation and understanding the regrowth, repair and cloning processes in starfish may have implications for human medicine.
Starfish also have an unusual ability to expel foreign objects from their bodies, which makes them difficult to tag for research tracking purposes.
### In legend and culture
An aboriginal Australian fable retold by the Welsh school headmaster William Jenkyn Thomas (1870–1959) tells how some animals needed a canoe to cross the ocean. Whale had one but refused to lend it, so Starfish kept him busy, telling him stories and grooming him to remove parasites, while the others stole the canoe. When Whale realized the trick he beat Starfish ragged, which is how Starfish still is today.
In 1900, the scholar Edward Tregear documented The Creation Song, which he describes as "an ancient prayer for the dedication of a high chief" of Hawaii. Among the "uncreated gods" described early in the song are the male Kumulipo ("Creation") and the female Poele, both born in the night, a coral insect, the earthworm, and the starfish.
Georg Eberhard Rumpf's 1705 The Ambonese Curiosity Cabinet describes the tropical varieties of Stella Marina or Bintang Laut, "Sea Star", in Latin and Malay respectively, known in the waters around Ambon. He writes that the Histoire des Antilles reports that when the sea stars "see thunder storms approaching, [they] grab hold of many small stones with their little legs, looking to ... hold themselves down as if with anchors".
Starfish is the title of novels by Peter Watts and Jennie Orbell, and in 2012, Alice Addison wrote a non-fiction book titled Starfish - A year in the life of bereavement and depression. The Starfish and the Spider is a 2006 business management book by Ori Brafman and Rod Beckstrom; its title alludes to the ability of the starfish to regenerate itself because of its decentralized nervous system, and the book suggests ways that a decentralized organisation may flourish.
In the Nickelodeon animated television series SpongeBob SquarePants, the eponymous character's best friend is a dim-witted starfish, Patrick Star.
### As food
Starfish are widespread in the oceans, but are only occasionally used as food. There may be good reason for this: the bodies of numerous species are dominated by bony ossicles, and the body wall of many species contains saponins, which have an unpleasant taste, and others contain tetrodotoxins which are poisonous. Some species that prey on bivalve molluscs can transmit paralytic shellfish poisoning. Georg Eberhard Rumpf found few starfish being used for food in the Indonesian archipelago, other than as bait in fish traps, but on the island of "Huamobel" [sic] the people cut them up, squeeze out the "black blood" and cook them with sour tamarind leaves; after resting the pieces for a day or two, they remove the outer skin and cook them in coconut milk. Starfish are sometimes eaten in China, Japan and in Micronesia.
### As collectables
Starfish are in some cases taken from their habitat and sold to tourists as souvenirs, ornaments, curios or for display in aquariums. In particular, Oreaster reticulatus, with its easily accessed habitat and conspicuous coloration, is widely collected in the Caribbean. In the early to mid 20th century, this species was common along the coasts of the West Indies, but collection and trade have severely reduced its numbers. In the State of Florida, O. reticulatus is listed as endangered and its collection is illegal. Nevertheless, it is still sold throughout its range and beyond. A similar phenomenon exists in the Indo-Pacific for species such as Protoreaster nodosus.
### In industry and military history
With its multiple arms, the starfish provides a popular metaphor for computer networks, companies and software tools. It is also the name of a seabed imaging system and company.
Starfish has repeatedly been chosen as a name in military history. Three ships of the Royal Navy have borne the name HMS Starfish: an A-class destroyer launched in 1894; an R-class destroyer launched in 1916; and an S-class submarine launched in 1933 and lost in 1940. In World War II, Starfish sites were large-scale night-time decoys created during The Blitz to simulate burning British cities. Starfish Prime was a high-altitude nuclear test conducted by the United States on 9 July 1962. |
45,511,928 | William Henry Harrison 1840 presidential campaign | 1,138,861,690 | United States presidential campaign | [
"1840 in the United States",
"Economic history of the United States",
"John Tyler",
"Political history of the United States",
"Presidency of William Henry Harrison"
]
| In 1840, William Henry Harrison was elected President of the United States. Harrison, who had served as a general and as United States Senator from Ohio, defeated the incumbent president, Democrat Martin Van Buren, in a campaign that broke new ground in American politics. Among other firsts, Harrison's victory was the first time the Whig Party won a presidential election. A month after taking office, Harrison died and his running mate John Tyler served the remainder of his term, but broke from the Whig agenda, and was expelled from the party.
Harrison was born into wealth in 1773. He started a military career before using his father Benjamin Harrison V's connections to gain office on the frontier. After a decade as governor of Indiana Territory, Harrison made his reputation fighting the Native Americans, notably at the 1811 Battle of Tippecanoe and, once the War of 1812 began, the British. He was triumphant over both at the Battle of the Thames in 1813. After the war, he was elected to Congress from Ohio and served in a variety of offices over the next two decades. A regional Whig candidate for the White House in 1836, he finished second to Van Buren and did not stop running for president until he won the office four years later.
One of three presidential candidates at the December 1839 Whig National Convention, Harrison gained the nomination over Henry Clay and General Winfield Scott on the fifth ballot. At home, far from the convention in an era of primitive communications, Harrison played no part in the selection of Tyler as running mate. After the convention, a Democratic paper in Baltimore suggested that if offered a pension and some hard cider to drink in a log cabin, Harrison would turn aside from his campaign. The Whigs adopted the cabin and cider as emblems, both of which were commonly seen (and, in the case of cider, drunk) at their rallies, and became symbolic of the party's connection with the grass roots. Harrison rallies grew to unprecedented size, and the candidate delivered speeches at some of them, breaking the usual custom that the office should seek the man and presidential hopefuls should not campaign.
The carnival atmosphere attracted many voters at a time when there was little public entertainment, and the Whig ticket won easy majorities in both the popular and electoral vote. Harrison was inaugurated in March 1841; his death a month later marked the first time an American president had failed to complete his term. While some historians view Harrison's victorious campaign askance because of the role emotion played in it, others note how it originated techniques used in later presidential races. The unofficial campaign motto, "Tippecanoe and Tyler Too", has been called the most famous presidential campaign slogan in American history.
## Background
### William Henry Harrison and Tippecanoe
William Henry Harrison was born on February 9, 1773, on Berkeley Plantation in Charles City County, Virginia. His father was the wealthy and influential Benjamin Harrison, a signer of the Declaration of Independence and Governor of Virginia. Houseguests at Berkeley while Harrison was a child included George Washington, Thomas Jefferson and Patrick Henry. Harrison was sent to Hampden-Sydney College in 1787, where he developed a lifelong interest in Roman history, and then to Philadelphia to learn medicine from Dr. Benjamin Rush, including study at the University of Pennsylvania.
Benjamin Harrison died in 1791. William Henry dropped the study of medicine and used Benjamin's connections with the Founding Fathers to get a commission in the Army. The seat of the federal government was then in Philadelphia, and President Washington granted him a commission. Harrison served under Mad Anthony Wayne, fighting against Native Americans in what is now western Ohio. He was promoted to captain and made commander of Fort Washington before returning to civilian life in 1798, disliking garrison duty. He was already seeking another position through his government connections, and the same year was appointed by President John Adams as secretary of the Northwest Territory. The following year, the territorial legislature narrowly elected him the territory's delegate to Congress. In 1800, the Indiana Territory was separated from the Northwest, and Harrison was made territorial governor by President Adams, a position he would hold for over a decade. Prior to taking office, he bought a large tract of land from his father-in-law, along the Ohio River at North Bend. When Harrison purchased it, there was a log cabin on the property, but by 1840 the structure had been absorbed into the mansion that stood there.
On the instructions of the presidents he served under, Governor Harrison secured as much land as he could from the Indians for white settlement, sometimes loaning chiefs money and taking the land when they could not repay, or finding compliant "leaders" when chiefs would not sell. This led to increased tensions between natives and settlers. In late 1810, an influential Native American, Tecumseh came to confront Harrison at the territorial capital of Vincennes, telling the governor there could be no more land taken. The meeting ended badly, and Tecumseh began gathering warriors at Prophetstown. After there were raids, Federal authorities gave Harrison permission to destroy Prophetstown, and in late 1811, with Tecumseh away recruiting, Harrison led about 1,000 federal troops and Kentucky militia on a 150-mile (240 km) march to there.
On the night of November 6, 1811, Harrison's troops camped on a ridge overlooking Prophetstown. The Indians attacked before dawn. U.S. troops, though taken by surprise, repelled the attack after two hours in what came to be called the Battle of Tippecanoe and proceeded to destroy Prophetstown. Harrison's forces suffered heavy casualties, which did not stop him from quickly becoming known as the "Hero of Tippecanoe".
After the War of 1812 began, the Indians allied with the British. Harrison remained in the West (resigning as governor to accept a military commission in 1812), but was unable to make much headway against the alliance due to British naval superiority on Lake Erie. Once those ships were defeated by Commodore Oliver Hazard Perry in the Battle of Lake Erie (1813), Harrison attacked his foes, and in the Battle of the Thames on October 5, 1813, in present-day Ontario, Harrison's troops won the day. Tecumseh was killed and U.S. control of Detroit (which Harrison had taken from the retreating British) was not threatened in the remainder of the war. Harrison was hailed as a hero by many. Even so, his military record was quickly contentious, as some castigated him for not ordering that a palisade be built around his camp at Tippecanoe, which would have made it more difficult for the Indians to take his forces by surprise, and his record remained controversial in 1840.
### Candidate in 1836
Harrison's military career was an asset to him in his postwar political ventures. He was elected to Congress from Ohio in 1816 to fill a vacancy, subsequently winning a full two-year term. He served a brief term in the U.S. Senate, but also failed in two other bids for the House of Representatives and one for Governor of Ohio. In 1828, President John Quincy Adams appointed him minister to Gran Colombia, but he was recalled as Andrew Jackson instituted his "spoils system" the following year.
Harrison lost a bid for the Senate in 1831, and found insufficient support to mount a run for the House of Representatives in 1832. His large family gave him money problems, and he remained out of public life in the early 1830s. By 1834, opposition to President Jackson was coalescing into what became known as the Whig Party. Harrison, though several years out of active politics was a war hero with roots in both North and South, and had been fired by Jackson. Thus, he looked attractive as a possible presidential candidate to the new party, something Harrison did nothing to discourage. Harrison wrote a letter to the newspapers that won over many Whigs, assuring them of his fidelity to party principles, such as the limited power of the executive and federal subsidies for roads, canals and railroads.
The Whig Party was still seeking to build its state organizations, and seeing little chance of winning the presidency in 1836, ran regional candidates for president. The plan was that a presidential candidate who was popular locally, even if he did not win, might boost the Whig vote for state offices. Some hoped the group of candidates might deny Jackson's chosen successor, Vice President Martin Van Buren a majority in the Electoral College. Harrison was known by then more as a war hero than as a politician, as memories of his time in Congress had faded. As state Whig parties chose their presidential candidates by convention or caucus, the other major Whig presidential candidate from the North, Massachusetts Senator Daniel Webster was defeated by Harrison in most states, eventually getting to run only in his home state. Harrison made a trip from Ohio to Virginia, ostensibly to visit relatives, resulting in a long series of receptions and dinners. Harrison gave speeches, but as these were nominally in thanks for his welcome, they did not violate the custom at the time that the office should seek the man, and that presidential candidates should not indulge in electioneering. Harrison was the leading Whig candidate in the 1836 election, taking seven states and 73 electoral votes, but he and the other two popular-vote candidates (Webster and Hugh Lawson White of Tennessee) could not stop Van Buren from winning a majority in the Electoral College.
## Nominating convention
After the 1836 election, Harrison did not really stop running for president, nor did his supporters stop boosting him—an Ohio political convention endorsed him as early as 1837. His finances were somewhat secured by his appointment as clerk of Hamilton County's court of common pleas, a post that paid no salary but allowed considerable income from fees. The years between 1838 and 1840 were years of personal tragedy for the general, as three of his adult children died and his wife Anna fell seriously ill. Harrison did his best to manage a network of acquaintances and supporters from his home in North Bend, corresponding extensively and seeking to have items favorable to him placed in the newspapers.
The Panic of 1837 and the depression that followed caused many to blame Van Buren and his Democratic Party for the hard times, making it more likely that the Whig nominee in 1840 would be the next president. In addition to Harrison and Webster, Senator Henry Clay of Kentucky sought the nomination, as did General Winfield Scott. Some Whigs argued that because the depression was driving many to their ranks, there was no need to nominate a relative outsider such as Harrison; the party could win behind one of its statesmen, Clay or Webster, and by 1838, Clay was the frontrunner. A slaveholder, he commanded the near-united support of the South, though this came at the price of alienating many Northern Whigs. There was wide consensus in the party that a national convention was needed to decide on a presidential candidate, and in late 1837, the Whig congressional caucus agreed to work with the state parties to organize a convention. After considerable maneuvering, a convention to nominate candidates for president and vice president was called by the congressional caucus in May 1838, to be held at Harrisburg, Pennsylvania, beginning on December 4, 1839. Having failed to gain much support, Webster dropped out of the race in June 1839.
The Whig National Convention opened on December 4, 1839, almost a year before the general election. The candidates did not travel to the convention, and with no telegraph yet in operation, they did not learn of events in Harrisburg until the convention was over. Each state was allocated two votes for each member of the House of Representatives and Senate it was entitled to send to Washington. There were four absent states from the South, which hurt Clay. The rules of the convention, once passed by the delegates, also hurt Clay, since they provided that the entirety of a state's vote would be cast as a majority of the delegation directed, negating Clay's sizable minorities in Northern states such as New York. That state's delegation was run by its Whig boss, Thurlow Weed, who deemed Clay unelectable as a slaveholder. New York provided much of Scott's vote through the first four ballots, which were deadlocked with Clay ahead but not close to a majority. Pennsylvania's Thaddeus Stevens, a leader of the Harrison forces, had obtained possession of a letter Scott had written expressing sympathy for abolitionists. Stevens intentionally dropped the letter while walking among the pro-Clay Virginia delegation. After reading it, the Virginians announced Harrison was their second choice, setting off a stampede for him, and he became the Whig nominee for president on the fifth ballot.
Harrison's convention managers sought a Southerner as vice presidential candidate, to balance the ticket. Clay disciples such as John M. Clayton of Delaware, Willie Mangum of North Carolina and Virginia's Benjamin Watkins Leigh were discussed, but all of Clay's close associates refused or were believed to be unwilling to run. Former senator John Tyler of Virginia, a onetime Democrat who had broken with Jackson over states' rights, had been a regional Whig candidate for vice president in 1836, and had supported Clay at the convention. Harrison, out of communication in distant North Bend, was not consulted. Weed's assistant, Horace Greeley, later claimed Tyler had wept at Clay's defeat, and this had gotten him the nomination. The vote was unanimous, but Virginia's ballots were not cast. Diarist Philip Hone, following President Harrison's death after a month in office in 1841, would write of Tyler's nomination, "there was rhyme, but no reason to it." Michael F. Holt, who in his history of the Whig Party chronicled President Tyler's departure from it, noted, "the choice of Tyler would later prove to be a disaster."
For the remainder of the convention, delegates continued to try to conciliate the Clay supporters. A number of speeches were made in tribute to the Kentucky senator, and attendees roared with approval when a pre-written letter from Clay was read, expressing support for the nominee, whoever it might be. The magnanimous tone of the letter contrasted with Clay's reaction when on December 8, the day after the convention closed, he became the first Whig presidential hopeful to learn the outcome: "My [political] friends are not worth the powder and shot it would take to kill them."
### Balloting
The state-by-state roll call was printed in the Farmer's Cabinet newspaper on December 13, 1839:
## Campaign
### Hard cider and log cabins (December 1839 to March 1840)
Harrison accepted his nomination in a letter dated December 19, 1839. At age 66 then (67 by the election), he was the oldest presidential candidate to that point. He pledged to serve only one term, but was vague about other stances, writing that his public career made stating his positions unnecessary. There was no party platform; most Whigs did not favor binding candidates to a legislative plan. If the Whigs did not leave Harrisburg completely united, they achieved this within weeks of the convention. A testimonial dinner to Senator Clay in Washington on December 11, attended by convention delegates and other politicians, healed many wounds, and a series of huge public meetings, held to ratify the nominations of Harrison and Tyler, showed the Whigs willing to put the nomination fight behind them.
The Democratic press was unimpressed by Harrison's nomination, and attacked him for not publishing his views on the main issues of the day, dubbing him "General Mum". The New York Herald mocked the aging general, "Mrs. Harrison of Ohio is undoubtedly a very excellent matron for her time, but if we must take a woman president, let's have youth and beauty, and not age and imbecility." John de Ziska, Washington correspondent for the Baltimore Republican (a Democratic paper) who wrote under the initial Z, alleged that one particularly embittered Clayite had wondered how to "get rid of" Harrison, and the paper printed Z's suggestion: "Give him a barrel of hard cider, and settle a pension of two thousand a year on him, and my word for it, he will sit the remainder of his days in his log cabin by the side of a 'sea coal' fire, and study moral philosophy." This gibe was quickly reprinted by other Democratic papers.
The taunt hit home in an America where the log cabin was seen as part of the national heritage; though relatively few lived in one by 1840, many had resided in one earlier in life, or had parents who had. Alexis de Tocqueville, the French diplomat who toured America in the 1830s, chronicled them as the pioneer's first dwelling. Hard cider was seen as a drink of the common man. The Whigs decided to take pride in the cabin and cider the Democrats had derided. The origins of how this came to be are uncertain, though the most commonly rendered version of events has, in January 1840, Pennsylvania Whig operative Thomas Elder coming up with the idea of making log cabins a symbol of the Harrison/Tyler campaign. Robert Gray Gunderson, in his account of the 1840 election, described how one was displayed at a Harrisburg ratification meeting on January 20, and "within the month, cabins, [rac]coons, and cider became symbols of resurgent Whiggery." John Gasaway, in his doctoral thesis on communications in the 1840 campaign, noted that Harrison was called the "log cabin and hard cider candidate" in one paper as early as December 20, 1839, and that images of Harrison and humble abodes he was deemed to have protected date as far back as the War of 1812.
An early casualty of Harrison's 1840 campaign was Democratic Michigan Congressman Isaac Crary who on February 14, 1840, as the House of Representatives debated funding for the Cumberland Road, essayed an attack on Harrison's record as an Indian fighter, deeming him a bogus hero. Crary sat down to applause from his fellow Democrats. But the next day, Ohio's Thomas Corwin, known as a humorist, rose in the House, and depicted Crary, a militia general in his home state, having to deal with the terrors of the militia's parade day, until afterwards, safe with the survivors, "your general unsheathes his trenchant blade ... and with an energy and remorseless fury he slices the watermelons that lie in heaps around him." As word reached newspapers in February and March, there was much amusement across the nation; Crary failed to be renominated to Congress.
By the time of the Ohio Whig Convention in Columbus on February 22, the theme and enthusiasm had taken full hold. Tens of thousands of delegates and spectators filled the streets as a mile-long parade featured log cabins on wheels, with the builders drinking hard cider on the roof, and giant wooden canoes with the image of Old Tippecanoe, though General Harrison was not in attendance. Many of those who came to Columbus dressed as pioneers, in buckskins with coonskin cap. Barrels of hard cider were provided on every corner. Serious business was accomplished; the national ticket was endorsed and Congressman Corwin nominated for governor. Thirty thousand people attended; "no political rally like this had ever taken place in America."
The 1820s and 1830s had seen a large increase in the franchise in the United States, which by 1840 was granted to many white males, even poor men, and the Whigs sought to recruit among new voters. There was concern that the Harrison campaign would not be able to keep up momentum, but supporters proved inventive. Some Clevelanders who had journeyed to Columbus had made a gigantic paper ball, 10 foot (3.0 m) in diameter, with pro-Harrison and anti-Van Buren slogans written on it. As a newly coined phrase went, they kept the ball rolling, taking it from town to town. This inspired a Harrison supporter from Zanesville, Ohio, Alexander Coffman Ross to write new lyrics to an old minstrel song called "Little Pigs", which immediately became a huge hit. In so doing, Ross coined what Shafer called "the first—and the most famous—slogan of any presidential campaign", for the song began,
> What has caused this great commotion, motion, motion Our country through? It is the ball a-rolling on, For Tippecanoe and Tyler too, Tippecanoe and Tyler too...
### Keeping the ball rolling (April to August 1840)
The campaign was generally administered by a group of Whig congressmen in Washington, including Clay, who pooled their mailing lists; there were organizations in each county tasked with running the local campaign and getting out the vote. Much work was also done by the new political bosses, like Thurlow Weed of New York, who also took charge of much of the fundraising. Greeley, by then editor of the widely circulated Harrison campaign journal, The Log Cabin, worried that the constant demands for money would drive the wealthy from politics; this did not occur. Much of the money came from those, such as land speculators, who would benefit from the internal improvements to transportation that were backed by the Whigs. Funding for local operations was expected to be raised locally, sometimes through arrangements like kickbacks from Pennsylvania canal contractors, something implemented by Thaddeus Stevens. Erie Canal workers were expected to pay a toll to Weed to finance Whig operations. Feeling every hand was needed to defeat Van Buren, Whig leaders allowed women to help: although they could not vote, they could influence men. This was the first time an American political party included women in campaign activities on a widespread scale.
In April, the Whigs used the House of Representatives for an attack on President Van Buren. Charles Ogle of Pennsylvania, a law student and political disciple of Thaddeus Stevens, utilized a debate on White House renovations to spend three days accusing Van Buren of living in luxury at considerable public expense: "If he is vain enough to spend his money in the purchase of rubies for his neck, diamond rings for his fingers, Brussels lace for his breast, filet gloves for his hands, and fabrique de broderies de bougram à Nancy handkerchiefs for his pocket—if he chooses to lay out hundreds of dollars in supplying his toilet with 'Double Extract of Queen Victoria', Eau de Cologne, Corinthian Oil of Cream ... if, I say, Mr. Van Buren sees fit to spend his cash in buying these and other perfumes and cosmetics for his toilet, it can constitute no valid reason for charging the farmers, laborers and mechanics of this country with bills for HEMMING HIS DISH RAGS, FOR HIS LARDING NEEDLES, LIQUOR STANDS, AND FOREIGN CUT WINE COOLERS." Democrats called Ogle's address the "Omnibus of Lies"; Whigs called it the "Gold Spoons speech" and reprinted it in large numbers, attempting to paint Van Buren, who was in fact of far more humble birth than Harrison, as an aristocratic dandy being challenged by a man of the people.
The 1840 Democratic National Convention opened at Baltimore's Music Hall on May 4, 1840. A subdued affair, it was greatly overshadowed by a huge "Whig Young Men" gathering that took place in Baltimore at the same time, featuring speeches by Senators Clay and Webster. President Van Buren was nominated for a second term, but the convention made no endorsement for vice president. The incumbent, Richard Mentor Johnson of Kentucky was controversial because he had lived with an African American woman and had tried to introduce their children into society, and the influential former president, Andrew Jackson, insisted that Johnson be dumped from the ticket. Johnson, who had fought under Harrison during the War of 1812, was popular in the western states as an Indian fighter (he was alleged to be the one who killed Tecumseh), and Van Buren stalled. The lack of an endorsement left the matter up to state parties, and Johnson's rivals soon withdrew, leaving him as the de facto vice presidential candidate.
The huge crowds that Harrison's campaign events attracted were unprecedented, though Jackson's campaigns for the presidency had seen rallies on a smaller scale. These gatherings both promoted the Whig ticket and were themselves entertainment for the participants, thus attracting even more attendees; as New York Governor William H. Seward, a Whig, put it, "nothing attracts a crowd so rapidly as the knowledge that there is a crowd already." The Democrats were shocked by the outpouring of support, with Pennsylvania Senator James Buchanan noting that the people had "abandoned their ordinary business for the purpose of electioneering". As the log cabin theme took hold, alternative nicknames for Harrison such as "Old Buckeye" were dropped, and Whigs, heretofore more associated with the wealthier classes, sought to appeal to the humbly-born. Senator Webster, in his speeches, regretted that he was not born in a log cabin (his older siblings were), but he told of annual pilgrimages to the old cabin with his children to instill its values in them.
Former Postmaster General Amos Kendall, who managed Van Buren's re-election campaign, instructed that Democrats should not try to defend the administration but attack the opposition's candidate. By the end of May 1840, Harrison had made no public appearances that year. Even though there was a custom that presidential contenders did not campaign, he was still mocked by the Democratic press. One article alleged he had been shut up in an iron cage with a mug of hard cider, and that he was seeking help from the abolitionists to get released. As was usual for candidates of that era, he made his views known by answering letters from citizens, knowing some would be reproduced in newspapers. Harrison, however, felt the need to speak out and accepted an invitation to make an address at the June 13 commemoration of the 1813 Siege of Fort Meigs, where he and his troops had held out against British and Native American forces. En route to Perrysburg, when leaving his hotel in Columbus, he made what Shafer called "the first presidential campaign speech in history", speaking to a small crowd of supporters, and defending his record against what he deemed personal attacks. In his Fort Meigs speech, Harrison told the crowd, "See that the Government does not acquire too much power. Keep check upon your rulers. Do this, and liberty is safe." Harrison had planned additional speeches, but his swing was cut short when news arrived of the death of his son Benjamin from tuberculosis. He returned home to take care of his wife, Anna Harrison, and did not make another speech until July 28.
Lines had been hardening on the matter of slavery, and Democrats accused Harrison of being an abolitionist because of his membership, a half century earlier, in the Richmond Humane Society, an anti-slavery group; he had posted a mixed record on the issue while in Congress. On August 20, he gave a speech on the slave question at Carthage, Ohio, saying what happened regarding slavery in a state was that state's business alone. He ignored the question of slavery in the District of Columbia and in the territories, both under the jurisdiction of the federal government. The general had pledged that his door would always be open to his old soldiers, but others came as well, and he hosted an unending series of guests. This was especially difficult for him on Sundays, when Anna Harrison forbade political discussion. The economy continued to be poor in 1840, a fact the Whigs never ceased to press, arguing that Van Buren had done little and Harrison's inauguration was needed to put a stop to the hard times.
### Final days (September to November 1840)
Harrison's health was a minor campaign issue; it was presented by the Whigs as robust, and by Democrats as decrepit. The campaign released a letter from his doctor, testifying to his good health; this was a presidential election first. Another testament to Harrison's health was his speeches: he gave 24 addresses between June and October, all in Ohio and lasting up to three hours; Van Buren did not give any. Harrison did not have the campaign trail to himself; Vice President Johnson told Van Buren the President should "go out among the voters as I intended doing". Democrats tried to paint Johnson as the true hero of the Battle of the Thames, but the Vice President refused to criticize Harrison's conduct in combat. Nevertheless, Johnson spoke with such enthusiasm that he may have set off a riot in Cleveland, and was followed onto the trail late in the campaign by John Tyler, who had difficulty staying on message and resorted to telling questioners, "I am in favor of what General Harrison and Mr. Clay are in favor of."
Clay and Webster were at the head of perhaps 5,000 Whig speakers who criss-crossed the nation in Harrison's cause. Clay was unenthusiastic about the idea of being a stump speaker, but warmed to it as he sought to boost himself to be Whig presidential candidate in 1844 (Harrison had promised to serve only one term), and spoke widely, especially in the South, though he mentioned Harrison infrequently. Another prominent speaker was a Whig state assemblyman from Illinois and candidate for presidential elector from that state, Abraham Lincoln, who spoke to a crowd of 15,000 in Springfield, Illinois, wearing jeans. The aristocratic South Carolina former congressman, Hugh Legare also spoke widely, and took to wearing a coonskin cap on the campaign trail, drinking hard cider as he partied with the "Log Cabin Boys". John Bear, the "Buckeye Blacksmith", from South Bloomfield, Ohio, was a prominent Whig speaker. After making a hit in his first speech outside his home town at the February Columbus rally, the Whigs sent him on the road as a person who could appeal to the tradesmen and farmers who made up much of the electorate. He also got to associate with the elite, meeting Harrison at North Bend and attending a party at the Washington home of former president John Quincy Adams. Bear made 331 speeches, the most of any Whig surrogate, and inspired other craftsmen like Henry Wilson of Massachusetts, the "Natick Cobbler", who would rise to the vice presidency under Grant.
The Democrats had seen the Whigs build log cabins, drink huge amounts of hard cider, hold outsized conventions and publish subsidized newspapers; they asked where the money was coming from to provide such expensive operations. There were no campaign finance disclosure laws in 1840, and the Democrats noted that prominent Whig speakers were paid, "from Daniel Webster down to the traveling Bear". Webster had gone to Britain in 1839, and he was accused by one Democratic newspaper of colluding with the British to spend \$5 million given to him to subvert American liberties. Columbus editor Sam Medary wrote to Van Buren that "were it not for the secret influence of money, there would be no contest at all."
The Whigs did well in the state elections held in September, capturing the governorship in traditionally Democratic Maine. On October 14, Jackson weighed in on the race, with a public letter published, "it is my serious belief that if General Harrison should be elected President it will tend to the destruction of our glorious Union and Republican system." Jackson made speeches through his home state of Tennessee on behalf of Van Buren. The Baltimore Republican, originator of the "log cabin" gibe, alleged that Maryland's slaves believed a Harrison victory would see their immediate emancipation.
## Election 1840: Whig victory
There was no nationwide election day in 1840, and many states, by the time they held the presidential vote, had already conducted balloting in local races and for the House of Representatives. One state, South Carolina, did not have a popular vote for president, with electors chosen by the legislature. These state and federal elections, from March to October 1840, led to Whig victories in all but a few states, mainly Democratic strongholds like New Hampshire. Among the victories was that of Whig Governor-elect Corwin in Ohio. The first presidential balloting began on October 29, in Pennsylvania and Ohio, and the polls ended with Rhode Island on November 23. Monday, November 2 was the largest polling day, as twelve states, including New York, voted. As those states compiled the vote, citizens scanned partisan and unreliable newspapers, trying to discern a trend. Even though Harrison led in ten of the first eleven states to report, former president Jackson wrote to Van Buren, "do not believe a word of it. Nor will I believe that you are not elected until I see all the official returns." But when the Whigs took New York by 13,000 votes, it was clear that Harrison and Tyler had won the election.
Harrison won 19 of the 26 states, including New York (home to Van Buren), Kentucky (to Johnson) and Tennessee (Jackson). Van Buren did win in Virginia, the state of birth of both Whig candidates, and in Illinois, with Lincoln defeated for elector. The electoral vote count was 234 for Harrison and 60 for Van Buren, with the popular vote closer at 1,275,390 for Harrison to 1,128,854 for Van Buren. Twelve of the Van Buren electors did not vote for Johnson: eleven (all from South Carolina) chose Littleton W. Tazewell for vice president and one (from Virginia) favored Governor James K. Polk of Tennessee. Turnout was 81 percent of eligible voters, setting a record since surpassed only in 1860 and 1876. The Whigs took both houses of Congress, and a majority of state governorships.
Of the Northern states, Harrison lost only Illinois and New Hampshire; he won his home state of Ohio, and also his home county (Hamilton). Voters in the Kentucky district Johnson once represented in the House of Representatives had backed Van Buren by 1,600 votes in 1836, but favored Harrison by 251 votes in 1840. Both major parties saw an increase in vote, in part because 51 percent more people voted in 1840 than in 1836. The Democrats alleged that Harrison had won the popular vote with bribed and ineligible voters; the Whigs responded by accusing their rivals of being unwilling to accept the will of the people.
## Aftermath ("... and Tyler Too")
Even before the returns were in, office seekers descended on North Bend, forcing Harrison to put up with their importunities even at his dinner table. Noted New York Congressman Millard Fillmore, a future Whig president: "I understand they have come down upon General Harrison like a pack of famished wolves, and he has been literally driven from his CASTLE and forced to take refuge in Kentucky." Harrison found Kentucky no haven; he apparently hoped to avoid meeting with Clay, but, as writer Gail Collins put it in her biography of Harrison, the senator "ran him to ground, lassoed him, and took him off to Ashland, his estate". Clay had no desire to be in the Harrison administration himself, but expected to run the government from the Senate, and the visit went pleasantly. The two parted on excellent terms, with Clay under the impression several of his designees would be placed in the new cabinet.
Inauguration of the first Whig president would give that party the opportunity to fill federal jobs for the first time. This proved complicated, and Harrison was called to Washington in mid-January, nearly two months before his March 4, 1841 inaugural date, to be at hand. He made a very public progress from Ohio to Washington, getting little rest along the way: even those Whigs who were not seeking government employment wanted to see and meet the President-elect and celebrations often surrounded his hotel all night. He reached Washington on February 9, his 68th birthday. After consultation with Whig politicians, he filled his cabinet, to the disappointment of some, like Henry Clay, who saw his nominees passed over, and Thaddeus Stevens, who believed he had been promised the position of Postmaster General.
Harrison allowed Secretary of State-designate Daniel Webster to edit his inauguration speech, but he nevertheless spoke for an hour and 45 minutes, setting a record for verbosity that still stands. As the public was not excluded from the White House, there was no relief from the swarms of office seekers even after March 4, and relations with Clay broke down to such an extent President Harrison banned him from the White House. Clay left town, never to see the President again. Harrison, despite the office seekers, liked to walk to the market each morning but on March 24 got caught in the rain and soon fell ill. The primitive treatment he received, possibly influenced by his own medical training a half-century old, did nothing to improve his condition, and he died in the early morning hours of April 4. Vice President Tyler had returned to his home in Virginia once the Senate adjourned, and Secretary of State Webster sent his son Fletcher to inform Tyler of Harrison's death.
Tyler was not only the first vice president to succeed to the presidency, at age 51 he was the youngest president to that point. One of the main political principles he was guided by was states' rights, and he opposed a national bank, which the Whigs wanted to help develop the country, but which Tyler saw as an imposition on the sovereignty of the states. Tyler vetoed two bills to establish a national bank. Whig leaders, who wanted such a bank, saw political advantage in a breach with him. In September 1841, most of Tyler's cabinet resigned and Whig congressional leaders expelled him from the party.
## Assessment
Harrison's 1840 campaign was one of firsts. It featured the first presidential candidate to speak for himself, the first to have a grassroots campaign involving the mass of the people (including many women, who could not then vote), and according to Shafer, "the beginning of presidential campaigning as entertainment". Gunderson noted, "for the first time, a presidential candidate abandoned a customary Olympic seclusion for the fervid clamor of the arena." In her biography of Harrison, Collins deemed the candidate's speechmaking as symbolic of "the erasing of the barrier between common Americans and their Chief Executive". Having been born in a log cabin, or in some other humble dwelling, remained a staple of presidential campaign biographies well into the 20th century.
Collins saw the 1840 campaign as "perhaps the last in which the parties focused on converting the newcomers rather than turning out the base and trying to tack on added support from the uncertain middle". Holt concurred that 1840 marked such a transition, "After 1840 political leaders could predict how most men would vote. The question was whether they voted at all." To ensure they did, politicians began to stress the conflict between the parties, trying to ensure voters would come to the polls even if they did not greatly care about the issues or candidates. The coalition that elected Harrison remained the foundation of the Whig Party until it dissolved amid sectional tensions over slavery in the 1850s.
Shafer saw Harrison's log cabin campaign as "the first image advertising campaign for a presidential candidate, establishing forever a basic tactic of political campaigns. It is called lying ... The rollicking run of Tippecanoe and Tyler Too changed presidential campaigns forever". K. R. Constantine Gutzman, who penned the American National Biography piece on Harrison, concurred: "The Whig campaign of 1840, in which Benjamin Harrison's son was portrayed as the occupant of a log cabin and a man of the people, is remembered derisively by historians (as it was derided by Democrats at the time) as the 'Log Cabin and Hard Cider' campaign. 'Tippecanoe and Tyler, Too' (the slogan that converted a controversial battle into a rousing victory in American popular memory) is supposed to have swayed a drunken electorate. In fact, as Henry Clay lamented, it was a Whig election cycle, and virtually anyone nominated as a Whig would probably have defeated Van Buren."
Gasaway disagreed that the Whigs deceived the voters, "The 'fable' of 1840 tells us that the Whigs triumphed over baffled and listless Democrats by convincing voters that Harrison lived in a log cabin and that he was a great war hero when, so the legend goes, neither claim was true. [But] Whigs did not say that Harrison lived in a log cabin and in fact went into great detail describing his actual house. The 'log cabin' was much more symbol than claim." Gasaway suggested that the 1840 campaign gained a poor reputation because Harrison and the Whig Party soon vanished from the scene, and many of those who had supported both in 1840 saw the election as a squandered opportunity: "Add to this the fact that the poor man died only thirty days into an administration launched by what was perhaps the most exciting election campaign in the nation's history up to that time and we are confronted ... with an undeniable and almost irresistible touch of opera bouffé."
Shafer saw the lasting legacy of Harrison's campaign:
> The tactics pioneered by the Tippecanoe and Tyler Too campaign of 1840 live on to this day. Every four years, presidential candidates put up their tents and become ringmasters of a three-ring circus of hoopla, high-wire hijinks, and political promises. Perhaps the most positive effect of the 1840 campaign is that subsequent presidential candidates have had to appeal to grassroots Americans. Today's candidates go among the people to make speeches and, unlike Harrison, to spell out their positions. Women have become increasingly involved in presidential politics—as activists, voters, and candidates ... Give today's presidential candidates a choice between a new type of positive campaign ... or the traditional slash-and-burn attacks on their opponents, and, realistically, what is the likely response?Keep the ball rolling. Huzzah. Huzzah.
## Popular and electoral vote
Source (Popular Vote): Source (Electoral Vote):
<sup>(a)</sup> The popular vote figures exclude South Carolina where the electors were chosen by the state legislature rather than by popular vote. |
32,322,593 | Commissioner Government | 1,145,147,991 | Puppet administration of Serbia in World War II | [
"1941 disestablishments in Serbia",
"1941 establishments in Serbia",
"Anti-communist organizations",
"Collaboration with Nazi Germany",
"Serbia under German occupation"
]
| The Commissioner Government (Serbian: Комесарска влада, Komesarska vlada) was a short-lived Serbian collaborationist puppet government established in the German-occupied territory of Serbia within the Axis-partitioned Kingdom of Yugoslavia during World War II. It operated from 30 April to 29 August 1941, was headed by Milan Aćimović, and is also referred to as the Commissars Government or Council of Commissars. Of the ten commissioners, four had previously been ministers in various Yugoslav governments, and two had been assistant ministers. The members were pro-German, anti-semitic and anti-communist, and believed that Germany would win the war. The Aćimović government lacked any semblance of power, and was merely an instrument of the German occupation regime, carrying out its orders within the occupied territory. Under the overall control of the German Military Commander in Serbia, supervision of its day-to-day operations was the responsibility of the chief of the German administrative staff, SS-Brigadeführer and State Councillor Harald Turner. One of its early tasks was the implementation of German orders regarding the registration of Jews and Romani people living in the territory, and the placing of severe restrictions on their liberty.
In early July, a few days after a communist-led mass uprising commenced, Aćimović reshuffled his government, replacing three commissioners and appointing deputies for most of the portfolios. By mid-July, the Germans had decided that the Aćimović regime was incompetent and unable to deal with the uprising, and began looking for a replacement. This resulted in the resignation of the Commissioner Government at the end of August, and the appointment of the Government of National Salvation led by former Minister of the Army and Navy, Armijski đeneral Milan Nedić, in which Aćimović initially retained the interior portfolio. The members of the Commissioner Government collaborated with the occupiers as a means to spare Serbs from political influences that they considered more dangerous than the Germans, such as democracy, communism and multiculturalism. They actively assisted the Germans in exploiting the population and the economy, and took an "extremely opportunistic" view of the Jewish question, regarding their own participation in the Holocaust as "unpleasant but unavoidable". There is no evidence that the collaboration of the Commissioner Government moderated German occupation policies in any way.
## Background
In April 1941, the Kingdom of Yugoslavia was invaded and quickly defeated by the Axis powers. Yugoslavia was partitioned, and as part of this, the Germans established a military government of occupation in an area roughly the same as the pre-1912 Kingdom of Serbia, consisting of Serbia proper, the northern part of Kosovo (around Kosovska Mitrovica), and the Banat. The Germans did this to secure two strategic lines of communication – the Danube river, and the railway line that connected Belgrade with Salonika in occupied Greece, and thence by sea to North Africa. The German occupied territory of Serbia was also rich in non-ferrous metals such as lead, antimony and copper, which Germany needed to support its war effort.
Even before the Yugoslav surrender on 17 April, the German Army High Command (German: Oberkommando des Heeres, or OKH) had issued a proclamation to the population under German occupation which included severe penalties for acts of violence and sabotage; the surrender of military firearms and radio transmitters; a list of acts punishable according to military law, including unauthorised public meetings; the continuation of the operation of government agencies including police, businesses and schools; prohibition of hoarding; fixing of prices and wages; and the use of occupation currency. The exact boundaries of the occupied territory had been fixed in a directive issued by Adolf Hitler on 12 April 1941, which also directed the creation of the military administration. This directive was followed up on 20 April 1941 by orders issued by the Chief of the OKH which established the Military Commander in Serbia as the head of the occupation regime, responsible to the Quartermaster-General of the OKH. In the interim, the staff for the military government had been assembled in Germany and the duties of the Military Commander in Serbia had been detailed. These included safeguarding the lines of communication, executing the economic orders issued by Reichsmarschall Hermann Göring, and establishing and maintaining peace and order. In the short-term, he was also responsible for guarding the huge numbers of Yugoslav prisoners of war, and safeguarding captured weapons and munitions.
The military commander's staff was divided into military and administrative branches. He was allocated personnel to form four area commands and about ten district commands, which reported to the chief of the administrative staff, and the military staff allocated the troops of the four local defence battalions across the area commands. The first military commander in the occupied territory was General der Flieger Helmuth Förster, a Luftwaffe officer, appointed on 20 April 1941, assisted by the chief of his administrative staff, SS-Brigadeführer and State Councillor Harald Turner. Other than military commander's staff, there were several senior figures in Belgrade who represented key non-military arms of the German government. Prominent among these was NSFK-Obergruppenführer Franz Neuhausen, who had been initially appointed by Göring as plenipotentiary general for economic affairs in the territory on 17 April. A further key figure in the initial German administration was SS-Standartenführer Wilhelm Fuchs, who commanded Einsatzgruppe Serbia, which consisted of Sicherheitsdienst (Security Service, or SD) and Sicherheitspolizei (Security Police, or SiPo), and Geheime Staatspolizei (Secret State Police, or Gestapo) detachments, and controlled the 64th Reserve Police Battalion of the Ordnungspolizei (Order Police, or Orpo). While he was formally responsible to Turner, Fuchs also reported directly to his superiors in Berlin.
Despite these organs of military occupation, and the orders issued by OKH, regulating as they did a wide range of administrative, political, economic, cultural and social matters, the Germans still needed to establish a public administrative body that would implement their directives. It was decided to form a puppet government for that purpose.
## Establishment
A search began for a suitable Serb to lead a collaborationist regime. From the date of the Yugoslav capitulation, pro-German politicians, including the president of the fascist Zbor movement, Dimitrije Ljotić, former Belgrade police chief and Minister of the Interior, Milan Aćimović, the current Belgrade police chief, Dragomir Jovanović, along with Đorđe Perić, Steven Klujić and Tanasije Dinić met almost daily to assist in this process. The Germans would have preferred the pro-Axis former Prime Minister, Milan Stojadinović, but he had been sent into exile before the coup. Several high-profile men were considered by the Germans, including former Prime Minister Dragiša Cvetković, former Foreign Minister Aleksandar Cincar-Marković, Aćimović, Ljotić, and Jovanović.
Hitler preferred someone who was both flexible and had some local popularity to lead a puppet government in German-occupied Serbia. The Germans passed over Ljotić as they believed that he had a "dubious reputation among Serbs". Cincar-Marković did not want to be part of a collaborationist administration. He was also in poor health. Cvetković was suspected of being pro-British and harbouring sympathies towards Freemasonry. He was also believed to have had Roma ancestry, which the Germans deemed unacceptable. Aćimović, a virulent anti-communist, had been in close contact with the German police and security services before the war. This included being appointed deputy to the German head of Interpol, Reinhard Heydrich, who was also the chief of the SD. Aćimović was also in close contact with the head of the Gestapo, Heinrich Müller.
Förster decided on Aćimović, who in early 1939 had briefly been Minister of the Interior in Stojadinović's pro-Axis government. With Förster's approval, he formed his Commissioner Government between 27 April and 1 May, consisting of ten commissioners. Some sources refer to it as the Commissars Government, or Council of Commissars.
The other nine commissioners were Risto Jojić, Dušan Letica, Dušan Pantić, Momčilo Janković, Milisav Vasiljević, Lazo M. Kostić, Stevan Ivanić, Stanislav Josifović and Jevrem Protić; each commissioner ran one of the former Yugoslav ministries, except for the Ministry of Army and Navy, and the Ministry of Foreign Affairs, which had been abolished. According to the author Philip J. Cohen, Aćimović, Vasiljević and Ivanić were German agents prior to the invasion of Yugoslavia. In addition to being vehemently pro-German and antisemitic, the commissioners were also strongly anti-communist, and believed that Germany would win the war. They represented a wide spectrum of pre-war Serbian political parties: Vasiljević and Ivanić both had close links to Zbor; Pantić, Kostić and Protić being members of the centre-right People's Radical Party; and Josifović was a member of the Democratic Party. No representatives of the outlawed Communist Party or the British-backed Serbian Agrarian Party were included.
The new administration was experienced; like Aćimović, Jojić, Letica and Pantić had all served as ministers in various cabinets, Josifović and Protić had been assistant ministers, Kostić was a university professor, and others were experts in their respective fields. Aćimović maintained the existing Yugoslav government apparatus and staff, recalling personnel to their duties, and former Yugoslav officials played important roles in the administration. Despite the fact that Serbs dominated government positions in interwar Yugoslavia, there were some non-Serb officials in Belgrade, those who left the occupied territory had to be replaced, and most Serbian officials known or suspected to be anti-German either resigned or were removed. The administration manifested German intentions to make best use of those who were willing to collaborate and save the available German administrative staff for higher priority work.
## Operation
### Initial tasks
During May, the earlier proclamation of the OKH was followed by orders issued by Förster, requiring the registration of printing presses and imposing restrictions on the press within the occupied territory. Orders were also issued regarding the operation of theatres and other places of entertainment, and imposing German criminal law in the occupied territory. Förster also ordered the resumption of production, disestablished the National Bank of the Kingdom of Yugoslavia, and established the Serbian National Bank to replace it. From the outset, the Aćimović government lacked any semblance of power. It was effectively a low-grade and basic instrument of the German military occupation regime, which performed administrative duties within the occupied territory on behalf of the Germans. The three main tasks of the Aćimović administration were to secure the acquiescence of the population to the German occupation, help restore services, and "identify and remove undesirables from public services". This included Jews, Roma and "unreliable" Serbs.
The Commissioner Government was capable of handling routine administrative tasks and maintaining law and order in a peacetime situation only, and was closely controlled by Turner and Neuhausen. Neuhausen was effectively an economic dictator, and had complete control over the economy of the occupied territory and finances of the puppet administration, to one end – maximising the contribution they made to the German war effort. This was demonstrated in the fixing of wages and prices; officially the responsibility of Letica's finance department, they were actually set by Neuhausen's staff. Also in May, Förster ordered the Aćimović administration to investigate the causes of the invasion. The inquiry concluded that the Yugoslav government had "recklessly brushed off the peaceful intentions of the Third Reich and provoked the war".
One of the first tasks of the administration involved carrying out Turner's orders for the registration of all Jews and Romani people in the occupied territory and implementation of severe restrictions on their activities. These were aimed at bringing the occupied territory into line with the rest of Nazi-occupied Europe, and included the wearing of yellow armbands, the introduction of forced labour and curfews, and restricted access to food. Turner explicitly stated that "[t]he Serbian Authorities [ie the Commissioner Government] are responsible for the implementation of all measures contained in the order". By this means, the Commissioner Government took part, albeit under German orders, in the "registration, marking, pauperisation, and social exclusion of the Jewish community". Aćimović's Interior Ministry included a section dedicated to implementing anti-Jewish and anti-Roma laws, but the primary means for the carrying out of such tasks was the 3,000-strong Serbian gendarmerie, which was based on elements of the former Yugoslav gendarmerie units remaining in the territory, the Drinski and Dunavski regiments. It had been formed on 17 April on Förster's orders, and its acting head was Colonel Jovan Trišić. The gendarmerie was also responsible for collecting taxes and overseeing the harvest, and was therefore unpopular, particularly with the rural population. German concerns about the reliability of the gendarmerie meant that it was never adequately armed or equipped for its tasks.
The makeup of the puppet administration, with representation from a number of different political parties, meant that the Germans had no concerns about it developing a unified front that might hamper German efforts to pacify the territory and exploit it economically. Its very limited powers were further eroded by constant German interference in its operations, and the requirement that all laws drafted by the commissioners could only be implemented after their approval by the Germans. The overall German approach to Aćimović and his administration was uneven, as Turner and the plenipotentiary of the Foreign Office, Felix Benzler, both pushed for co-operation and accommodation with Aćimović, while Förster and Fuchs considered the puppet government to be a mere supplement to the German military administration that included a police function. When Aćimović requested the release of Serb POWs, arguing that the camps could become hotbeds of nationalist and communist agitation, and that the men were needed as labourers, Förster flatly refused and deported them to Germany. In mid-May, Aćimović's administration issued a declaration to the effect that the Serbian people wanted "sincere and loyal cooperation with their great neighbour, the German people". Most of the local administrators in the counties and districts remained in place, and the German military administration placed its own administrators at each level to supervise the local authorities. The boundaries of the occupied territory were settled on 21 May, with 51,000 square kilometres (20,000 sq mi) of land and 3.81 million inhabitants, including between 50 and 60 per cent of Yugoslav Serbs.
Soon after the Aćimović government was appointed, refugees escaping persecution in the neighbouring Independent State of Croatia (NDH), and others fleeing Bulgarian-annexed Macedonia, Albanian-annexed western Macedonia and Kosovo, and Hungarian-occupied Bačka and Baranja began to flood into the territory.
### Occupation troops
Förster was subsequently transferred, and on 2 June was succeeded by General der Flakartillerie Ludwig von Schröder, another Luftwaffe officer. On 9 June, the commander of the German 12th Army, Generalfeldmarschall Wilhelm List, was appointed as the Wehrmacht Commander-in-Chief Southeast Europe, with Schröder reporting directly to him. From his headquarters in Belgrade, Schröder directly controlled four poorly-equipped local defence (German: Landesschützen) battalions, consisting of older men. These occupation forces were supplemented by a range of force elements, including the 64th Reserve Police Battalion of the Orpo, an engineer regiment consisting of a pioneer battalion, a bridging column and a construction battalion, and several military police units, comprising a Feldgendarmerie (military police) company, a Geheime Feldpolizei (secret field police) group, and a prisoner of war processing unit. The occupation force was also supported by a military hospital and ambulances, veterinary hospital and ambulances, general transport column, and logistic units. Turner was responsible for the staffing of the four area commands and nine district commands in the occupied territory.
In addition to the occupation troops directly commanded by Schröder, in June the Wehrmacht deployed the headquarters of the LXV Corps zbV to Belgrade to command four poorly-equipped occupation divisions, under the control of General der Artillerie Paul Bader. Three divisions were deployed in the occupied territory, and the fourth was deployed in the adjacent parts of the NDH. The three divisions had been transported to the occupied territory between 7 and 24 May, and were initially tasked with guarding the key railway lines to Bulgaria and Greece. By late June, Bader's headquarters had been established in Belgrade, and the three divisions in the occupied territory were deployed with headquarters at Valjevo in the west, Topola roughly in the centre of the territory, and Niš in the south. The status of Bader's command was that Schröder could order him to undertake operations against rebels, but he could not otherwise act as Bader's superior.
### The Banat
In late June, the Aćimović administration issued an ordinance regarding the administration of the Banat which essentially made the region a separate civil administrative unit under the control of the local Volksdeutsche led by Sepp Janko. While the Banat was formally under the jurisdiction of the Aćimović administration, in practical terms it was largely autonomous of Belgrade and under the direction of the military government through the military area command in Pančevo.
### Uprising
During June, the Aćimović government, preoccupied as it was with dreams of expanding the occupied territory into a Greater Serbia, wrote to Schröder urging him "to give the Serbian people its centuries-old ethnographic borders". In early July 1941, shortly after the launching of Operation Barbarossa against the Soviet Union, armed resistance began against both the Germans and the Aćimović authorities. This was a response to appeals from both Joseph Stalin and the Communist International for communist organisations across occupied Europe to draw German troops away from the Eastern Front, and followed a meeting of the Central Committee of the Yugoslav Communist Party in Belgrade on 4 July. This meeting resolved to shift from sabotage operations to a general uprising, form Partisan detachments of fighters and commence armed resistance, and call for the populace to rise up against the occupiers throughout Yugoslavia. This also coincided with the departure of the last of the German invasion force that had remained to oversee the transition to occupation. From the appearance of posters and pamphlets urging the population to undertake sabotage, it rapidly turned to attempted and actual sabotage of German propaganda facilities and railway and telephone lines. The first fighting occurred at the village of Bela Crkva on 7 July when two gendarmes were killed during an attempt to disperse a public meeting. At the end of the first week in July, List requested that the Luftwaffe transfer an aircraft training school to the territory, as operational units were not available. Soon after, gendarmerie stations and patrols were being attacked, and German vehicles were fired upon. Armed groups first appeared in the Aranđelovac district, northwest of Topola.
### Reshuffle
Three days after the outbreak of the rebellion, Aćimović reshuffled his council. Jojić, Kostić and Protić were replaced, and deputy commissioners were appointed for all portfolios except construction and agriculture. Among the new members was Perić, another Zbor member.
### Resistance increases
Within a few weeks of its outbreak, the uprising in the occupied territory had reached mass proportions. Between 1 July and 15 August, the rebels carried out 246 attacks against government representatives and facilities, killing 26 functionaries, wounding 11 and capturing 10. In the same period, the Serbian gendarmerie reported killing 82 rebels, wounding 14 and capturing 47. To bolster its reputation with the Germans, the Aćimović government arranged public meetings and conferences to encourage collaboration by the populace, with the purported aim of saving the occupied territory from civil war. Such a conference was addressed by Vasiljević and Avramović in mid-July, but ongoing German reprisal killings undermined their message. In late July, Schröder died after being injured in an aircraft accident. The new German Military Commander in Serbia, Luftwaffe General der Flieger Heinrich Danckelmann, was unable to obtain more German troops or police to suppress the revolt due to the needs of the Eastern Front. In this context, Turner suggested that Danckelmann strengthen the Aćimović administration so that it might subdue the rebellion on its own.
On 29 July, in reprisal for an arson attack on German transport in Belgrade by a 16-year-old Jewish boy, Einsatzgruppe Serbia executed 100 Jews and 22 communists. On 1 August, Benzler wrote that despite the goodwill of the Aćimović administration towards the German occupiers, the puppet government was "weak and unstable". By August, around 100,000 Serbs had crossed into the occupied territory from the NDH, fleeing Ustaše persecution. They were joined by more than 37,000 refugees from Hungarian-annexed Bačka and Baranja, and 20,000 from Bulgarian-annexed Macedonia. On 13 August, Bader reneged on Danckelmann's pledge to allow the Commissioner Government to maintain control of the Serbian gendarmerie, and ordered that it be re-organised into units of 50–100 men under the direction of local German commanders. He also directed the three divisional commanders to have their battalions form Jagdkommandos, lightly armed and mobile "hunter teams", incorporating elements of Einsatzgruppe Serbia and the gendarmerie.
In response to the revolt, the Aćimović administration encouraged 545 or 546 prominent and influential Serbs to sign the Appeal to the Serbian Nation, which was published in the German-authorised Belgrade daily newspaper Novo vreme on 13 and 14 August. Signatories included three Serbian Orthodox bishops, four archpriests, and at least 81 professors from the University of Belgrade. According to the historian Stevan K. Pavlowitch, many of the signatories were placed under pressure to sign. Professor Jozo Tomasevich notes that many were known for their leftist views. The appeal called upon the Serbian population to help the authorities in every way in their struggle against the communist rebels, and called for loyalty to the Germans, condemning the Partisan-led resistance as unpatriotic. The Serbian Bar Association unanimously supported the Appeal, but some notable personalities, such as the writers Isidora Sekulić and Ivo Andrić and university professor Miloš N. Đurić, refused to sign. The Aćimović administration also appealed for rebels to return to their homes and announced bounties for the killing of rebels and their leaders. In addition, Aćimović gave orders that the wives of communists and their sons older than 16 years of age be arrested and held, and the Germans burned their houses and imposed curfews.
## Replacement
The German occupation authorities considered Aćimović and his administration incompetent due to their failure to suppress the uprising, and had been considering sacking Aćimović since mid-July. To strengthen the puppet government, Danckelmann wanted to find a Serb who was both well-known and highly regarded by the population who could raise some sort of Serbian armed force and who would be willing to use it ruthlessly against the rebels whilst remaining under full German control. In response to a request from Benzler, the Foreign Office sent SS-Standartenführer Edmund Veesenmayer to provide assistance in establishing a new puppet government that would meet German requirements. Five months earlier, Veesenmayer had engineered the proclamation of the NDH. Veesenmayer engaged in a series of consultations with German commanders and officials in Belgrade, interviewed a number of possible candidates to lead the new puppet government, then selected former Yugoslav Minister of the Army and Navy Armijski đeneral Milan Nedić as the best available. The Germans had to apply significant pressure to Nedić to encourage him to accept the position, including threats to bring Bulgarian and Hungarian troops into the occupied territory and to send him to Germany as a prisoner of war. Unlike most Yugoslav generals, Nedić had not been interned in Germany after the capitulation, but instead had been placed under house arrest in Belgrade.
On 27 August 1941, about 75 prominent Serbs convened a meeting in Belgrade where they resolved that Nedić should form a Government of National Salvation to replace the Commissioner Government. The same day, Nedić wrote to Danckelmann agreeing to become the Prime Minister of the new government on the basis of five conditions and some additional concessions. Two days later, the German authorities appointed Nedić and his government. Real power continued to reside with the occupiers. Aćimović initially retained his position as Minister of the Interior, but was replaced in November 1942. In March 1945, he joined a Chetnik group in the NDH, and was killed battling the Partisans.
## Analysis
Apart from the Zbor activists, some members of the Commissioner Government may appear on face value to have been compliant bureaucrats with few ideological convictions. The historian Alexander Prusin asserts that on closer examination, they accepted collaboration with the occupiers as a means to spare Serbs from political influences that they considered more dangerous than the Germans: democracy, communism, and multiculturalism. He observes that despite their extremely limited powers, they actively assisted the Germans in exploiting the population and the economy, and also took an "extremely opportunistic" view of the Jewish question, regarding their own participation in the Holocaust as "unpleasant but unavoidable". Despite the claims of post-war apologists, Prusin concludes that there is no evidence that the collaboration of bodies like the Commissioner Government moderated German policies in any way, as the Germans carried out reprisal killings, exploitation of the economy and other harsh actions without regard for the views of the puppet administration.
In post-war communist Yugoslavia, Aćimović was referred to as a traitor, but since the fall of Slobodan Milošević in the late 1990s there have been gradual moves to rehabilitate members of the Serbian collaborationist puppet governments on the basis of their anti-communism. |
27,642,638 | Nahuatl | 1,172,736,566 | Uto-Aztecan language of Mexico | [
"Agglutinative languages",
"Indigenous languages of Mexico",
"Languages with own distinct writing systems",
"Mesoamerican languages",
"Nahuatl",
"Polysynthetic languages",
"Uto-Aztecan languages",
"Verb–subject–object languages"
]
| Nahuatl (English: /ˈnɑːwɑːtəl/ ; ), Aztec, or Mexicano is a language or, by some definitions, a group of languages of the Uto-Aztecan language family. Varieties of Nahuatl are spoken by about 1.7 million Nahua peoples, most of whom live mainly in Central Mexico and have smaller populations in the United States.
Nahuatl has been spoken in central Mexico since at least the seventh century CE. It was the language of the Aztec/Mexica, who dominated what is now central Mexico during the Late Postclassic period of Mesoamerican history. During the centuries preceding the Spanish and Tlaxcalan conquest of the Aztec Empire, the Aztecs had expanded to incorporate a large part of central Mexico. Their influence caused the variety of Nahuatl spoken by the residents of Tenochtitlan to become a prestige language in Mesoamerica.
After the conquest, when Spanish colonists and missionaries introduced the Latin alphabet, Nahuatl also became a literary language. Many chronicles, grammars, works of poetry, administrative documents and codices were written in it during the 16th and 17th centuries. This early literary language based on the Tenochtitlan variety has been labeled Classical Nahuatl. It is among the most studied and best-documented languages of the Americas.
Today, Nahuan languages are spoken in scattered communities, mostly in rural areas throughout central Mexico and along the coastline. There are considerable differences among varieties, and some are not mutually intelligible. Huasteca Nahuatl, with over one million speakers, is the most-spoken variety. All varieties have been subject to varying degrees of influence from Spanish. No modern Nahuan languages are identical to Classical Nahuatl, but those spoken in and around the Valley of Mexico are generally more closely related to it than those on the periphery. Under Mexico's General Law of Linguistic Rights of the Indigenous Peoples, promulgated in 2003, Nahuatl and the other 63 indigenous languages of Mexico are recognized as lenguas nacionales ('national languages') in the regions where they are spoken. They are given the same status as Spanish within their respective regions.
Nahuan languages exhibit a complex morphology, or system of word formation, characterized by polysynthesis and agglutination. This means that morphemes – words or fragments of words that each contain their own separate meaning – are often strung together to make longer complex words.
Through a very long period of development alongside other indigenous Mesoamerican languages, they have absorbed many influences, coming to form part of the Mesoamerican language area. Many words from Nahuatl were absorbed into Spanish and, from there, were diffused into hundreds of other languages in the region. Most of these loanwords denote things indigenous to central Mexico, which the Spanish heard mentioned for the first time by their Nahuatl names. English has also absorbed words of Nahuatl origin, including avocado, chayote, chili, chipotle, chocolate, atlatl, coyote, peyote, axolotl and tomato.
## Classification
As a language label, the term Nahuatl encompasses a group of closely related languages or divergent dialects within the Nahuan branch of the Uto-Aztecan language family. The Mexican Instituto Nacional de Lenguas Indígenas (National Institute of Indigenous Languages) recognizes 30 individual varieties within the "language group" labeled Nahuatl. The Ethnologue recognizes 28 varieties with separate ISO codes. Sometimes Nahuatl is also applied to the Pipil language (Nawat) of El Salvador and Nicaragua. Regardless of whether Nahuatl is considered to refer to a dialect continuum or a group of separate languages, the varieties form a single branch within the Uto-Aztecan family, descended from a single Proto-Nahuan language. Within Mexico, the question of whether to consider individual varieties to be languages or dialects of a single language is highly political.
In the past, the branch of Uto-Aztecan to which Nahuatl belongs has been called Aztecan. From the 1990s onward, the alternative designation Nahuan has been frequently used instead, especially in Spanish-language publications. The Nahuan (Aztecan) branch of Uto-Aztecan is widely accepted as having two divisions: General Aztec and Pochutec.
General Aztec encompasses the Nahuatl and Pipil languages. Pochutec is a scantily attested language, which became extinct in the 20th century, and which Campbell and Langacker classify as being outside general Aztec. Other researchers have argued that Pochutec should be considered a divergent variant of the western periphery.
Nahuatl denotes at least Classical Nahuatl, together with related modern languages spoken in Mexico. The inclusion of Pipil in this group is debated among linguists. Lyle classified Pipil as separate from the Nahuatl branch within general Aztecan, whereas dialectologists such as Una Canger, Karen Dakin, Yolanda Lastra, and Terrence Kaufman have preferred to include Pipil within the General Aztecan branch, citing close historical ties with the eastern peripheral dialects of General Aztec.
Current subclassification of Nahuatl rests on research by , and . Canger introduced the scheme of a Central grouping and two Peripheral groups, and Lastra confirmed this notion, differing in some details. demonstrated a basic split between Eastern and Western branches of Nahuan, considered to reflect the oldest division of the proto-Nahuan speech community. Canger originally considered the central dialect area to be an innovative subarea within the Western branch, but in 2011, she suggested that it arose as an urban koiné language with features from both Western and Eastern dialect areas. tentatively included dialects of La Huasteca in the Central group, while places them in the Eastern Periphery, which was followed by .
### Terminology
The terminology used to describe varieties of spoken Nahuatl is inconsistently applied. Many terms are used with multiple denotations, or a single dialect grouping goes under several names. Sometimes, older terms are substituted with newer ones or with the speakers' own name for their specific variety. The word Nahuatl is itself a Nahuatl word, probably derived from the word nāhuatlahtōlli ('clear language'). The language was formerly called Aztec because it was spoken by the Central Mexican peoples known as Aztecs (). During the period of the Aztec empire centered in Mexico-Tenochtitlan the language came to be identified with the politically dominant mēxihcah ethnic group, and consequently the Nahuatl language was often described as mēxihcacopa (literally 'in the manner of Mexicas') or mēxihcatlahtolli 'Mexica language'. Now, the term Aztec is rarely used for modern Nahuan languages, but linguists' traditional name of Aztecan for the branch of Uto-Aztecan that comprises Nahuatl, Pipil, and Pochutec is still in use (although some linguists prefer Nahuan). Since 1978, the term General Aztec has been adopted by linguists to refer to the languages of the Aztecan branch excluding the Pochutec language.
The speakers of Nahuatl themselves often refer to their language as either Mexicano or some word derived from mācēhualli, the Nahuatl word for 'commoner'. One example of the latter is the Nahuatl spoken in Tetelcingo, Morelos, whose speakers call their language mösiehuali. The Pipil people of El Salvador do not call their own language Pipil, as most linguists do, but rather nāwat. The Nahuas of Durango call their language Mexicanero. Speakers of Nahuatl of the Isthmus of Tehuantepec call their language mela'tajtol ('the straight language'). Some speech communities use Nahuatl as the name for their language, although it seems to be a recent innovation. Linguists commonly identify localized dialects of Nahuatl by adding as a qualifier the name of the village or area where that variety is spoken.
## History
### Pre-Columbian period
On the issue of geographic origin, the consensus of linguists during the 20th century was that the Uto-Aztecan language family originated in the southwestern United States. Evidence from archaeology and ethnohistory supports the thesis of a southward diffusion across the North American continent, specifically that speakers of early Nahuan languages migrated from Aridoamerica into central Mexico in several waves. But recently, the traditional assessment has been challenged by Jane H. Hill, who proposes instead that the Uto-Aztecan language family originated in central Mexico and spread northwards at a very early date. This hypothesis and the analyses of data that it rests upon have received serious criticism.
The proposed migration of speakers of the Proto-Nahuan language into the Mesoamerican region has been placed at sometime around AD 500, towards the end of the Early Classic period in Mesoamerican chronology. Before reaching the Mexican Plateau, pre-Nahuan groups probably spent a period of time in contact with the Corachol languages Cora and Huichol of northwestern Mexico (which are also Uto-Aztecan).
The major political and cultural center of Mesoamerica in the Early Classic period was Teotihuacan. The identity of the language(s) spoken by Teotihuacan's founders has long been debated, with the relationship of Nahuatl to Teotihuacan being prominent in that enquiry. While in the 19th and early 20th centuries it was presumed that Teotihuacan had been founded by speakers of Nahuatl, later linguistic and archaeological research tended to disconfirm this view. Instead, the timing of the Nahuatl influx was seen to coincide more closely with Teotihuacan's fall than its rise, and other candidates such as Totonacan identified as more likely. But recently, evidence from Mayan epigraphy of possible Nahuatl loanwords in Mayan languages has been interpreted as demonstrating that other Mesoamerican languages may have been borrowing words from Proto-Nahuan (or its early descendants) significantly earlier than previously thought, bolstering the possibility of a significant Nahuatl presence at Teotihuacan.
In Mesoamerica the Mayan, Oto-Manguean and Mixe–Zoque languages had coexisted for millennia. This had given rise to the Mesoamerican language area (language area refers to a set of language traits have become common among the area's languages by diffusion and not by evolution within a set of languages belonging to a common genetic subgrouping). After the Nahuas migrated into the Mesoamerican cultural zone, their language too adopted some of the traits defining the Mesoamerican Linguistic Area. Examples of such adopted traits are the use of relational nouns, the appearance of calques, or loan translations, and a form of possessive construction typical of Mesoamerican languages.
A language which was the ancestor of Pochutec split from Proto-Nahuan (or Proto-Aztecan) possibly as early as AD 400, arriving in Mesoamerica a few centuries earlier than the bulk of speakers of Nahuan languages. Some Nahuan groups migrated south along the Central American isthmus, reaching as far as Nicaragua. The critically endangered Pipil language of El Salvador is the only living descendant of the variety of Nahuatl once spoken south of present-day Mexico.
Beginning in the 7th century, Nahuan speakers rose to power in central Mexico. The people of the Toltec culture of Tula, which was active in central Mexico around the 10th century, are thought to have been Nahuatl speakers. By the 11th century, Nahuatl speakers were dominant in the Valley of Mexico and far beyond, with settlements including Azcapotzalco, Colhuacan and Cholula rising to prominence. Nahua migrations into the region from the north continued into the Postclassic period. One of the last of these migrations to arrive in the Valley of Mexico settled on an island in the Lake Texcoco and proceeded to subjugate the surrounding tribes. This group was the Mexica, who over the course of the next three centuries founded an empire named Tenochtitlan. Their political and linguistic influence came to extend into Central America and Nahuatl became a lingua franca among merchants and elites in Mesoamerica, e.g., among the Maya Kʼicheʼ people. As Tenochtitlan grew to become the largest urban center in Central America and one of the largest in the world at the time, it attracted speakers of Nahuatl from diverse areas giving birth to an urban form of Nahuatl with traits from many dialects. This urbanized variety of Tenochtitlan is what came to be known as Classical Nahuatl as documented in colonial times.
### Colonial period
With the arrival of the Spanish in 1519, Nahuatl was displaced as the dominant regional language, but remained important in Nahua communities under Spanish rule. There is extensive colonial-era documentation in Nahuatl for Tlaxcala, Cuernavaca, Culhuacan, Coyoacan, Toluca and other locations in the Valley of Mexico and beyond. Starting in the 1970s, scholars of Mesoamerican ethnohistory have analyzed local-level texts in Nahuatl and other indigenous languages to gain insight into cultural change in the colonial era via linguistic changes, known at present as the New Philology. A number of these texts have been translated and published in part or in their entirety. The types of documentation include censuses, especially a very early set from the Cuernavaca region, town council records from Tlaxcala, and testaments of individual Nahuas.
Since the Spanish made alliances with first the Nahuatl speakers from Tlaxcala and later with the conquered Mexica of Tenochtitlan (Aztecs), the Nahuatl continued spreading throughout Mesoamerica in the decades after the conquest. Spanish expeditions with thousands of Nahua soldiers marched north and south to conquer new territories. Society of Jesus missions in northern Mexico and the Southwestern United States often included a barrio of Tlaxcaltec soldiers who remained to guard the mission. For example, some fourteen years after the northeastern city of Saltillo was founded in 1577, a Tlaxcaltec community was resettled in a separate nearby village, San Esteban de Nueva Tlaxcala, to cultivate the land and aid colonization efforts that had stalled in the face of local hostility to the Spanish settlement. As for the conquest of modern-day Central America, Pedro de Alvarado conquered Guatemala with the help of tens of thousands of Tlaxcaltec allies, who then settled outside of modern-day Antigua Guatemala.
As a part of their missionary efforts, members of various religious orders (principally Franciscan and Dominican friars and Jesuits) introduced the Latin alphabet to the Nahuas. Within the first twenty years after the Spanish arrival, texts were being prepared in the Nahuatl language written in Latin characters. Simultaneously, schools were founded, such as the Colegio de Santa Cruz de Tlatelolco in 1536, which taught both indigenous and classical European languages to both Native Americans and priests. Missionary grammarians undertook the writing of grammars, also called artes, of indigenous languages for use by priests. The first Nahuatl grammar, written by Andrés de Olmos, was published in 1547 – three years before the first French grammar. By 1645, four more had been published, authored respectively by Alonso de Molina (1571), Antonio del Rincón (1595), Diego de Galdo Guzmán (1642), and Horacio Carochi (1645). Carochi's is today considered the most important of the colonial-era grammars of Nahuatl. Carochi has been particularly important for scholars working in the New Philology, such that there is a 2001 English translation of Carochi's 1645 grammar by James Lockhart. Through contact with Spanish the Nahuatl language adopted many loan words, and as bilingualism intensified, changes in the grammatical structure of Nahuatl followed.
In 1570, King Philip II of Spain decreed that Nahuatl should become the official language of the colonies of New Spain to facilitate communication between the Spanish and natives of the colonies. This led to Spanish missionaries teaching Nahuatl to Amerindians living as far south as Honduras and El Salvador. During the 16th and 17th centuries, Classical Nahuatl was used as a literary language, and a large corpus of texts from that period exists today. They include histories, chronicles, poetry, theatrical works, Christian canonical works, ethnographic descriptions, and administrative documents. The Spanish permitted a great deal of autonomy in the local administration of indigenous towns during this period, and in many Nahuatl-speaking towns the language was the de facto administrative language both in writing and speech. A large body of Nahuatl literature was composed during this period, including the Florentine Codex, a twelve-volume compendium of Aztec culture compiled by Franciscan Bernardino de Sahagún; Crónica Mexicayotl, a chronicle of the royal lineage of Tenochtitlan by Fernando Alvarado Tezozómoc; Cantares Mexicanos, a collection of songs in Nahuatl; a Nahuatl-Spanish/Spanish-Nahuatl dictionary compiled by Alonso de Molina; and the Huei tlamahuiçoltica, a description in Nahuatl of the apparition of Our Lady of Guadalupe.
Grammars and dictionaries of indigenous languages were composed throughout the colonial period, but their quality was highest in the initial period. The friars found that learning all the indigenous languages was impossible in practice, so they concentrated on Nahuatl. For a time, the linguistic situation in Mesoamerica remained relatively stable, but in 1696, Charles II of Spain issued a decree banning the use of any language other than Spanish throughout the Spanish Empire. In 1770, another decree, calling for the elimination of the indigenous languages, did away with Classical Nahuatl as a literary language. Until Mexican Independence in 1821, the Spanish courts admitted Nahuatl testimony and documentation as evidence in lawsuits, with court translators rendering it in Spanish.
### Modern period
Throughout the modern period the situation of indigenous languages has grown increasingly precarious in Mexico, and the numbers of speakers of virtually all indigenous languages have dwindled. Although the absolute number of Nahuatl speakers has actually risen over the past century, indigenous populations have become increasingly marginalized in Mexican society. In 1895, Nahuatl was spoken by over 5% of the population. By 2000, this proportion had fallen to 1.49%. Given the process of marginalization combined with the trend of migration to urban areas and to the United States, some linguists are warning of impending language death. At present Nahuatl is mostly spoken in rural areas by an impoverished class of indigenous subsistence agriculturists. According to the Mexican national statistics institute, INEGI, 51% of Nahuatl speakers are involved in the farming sector and 6 in 10 receive no wages or less than the minimum wage.
From the early 20th century to at least the mid-1980s, educational policies in Mexico focused on the Hispanicization (castellanización) of indigenous communities, teaching only Spanish and discouraging the use of indigenous languages. As a result, today there is no group of Nahuatl speakers having attained general literacy in Nahuatl, while their literacy rate in Spanish also remains much lower than the national average. Even so, Nahuatl is still spoken by well over a million people, of whom around 10% are monolingual. The survival of Nahuatl as a whole is not imminently endangered, but the survival of certain dialects is, and some dialects have already become extinct within the last few decades of the 20th century.
The 1990s saw the onset of a radical change in official Mexican government policies towards indigenous and linguistic rights. Developments of accords in the international rights arena combined with domestic pressures (such as social and political agitation by the Zapatista Army of National Liberation and indigenous social movements) led to legislative reforms and the creation of decentralized government agencies like the National Commission for the Development of Indigenous Peoples (CDI) and the Instituto Nacional de Lenguas Indígenas (INALI) with responsibilities for the promotion and protection of indigenous communities and languages.
In particular, the federal Ley General de Derechos Lingüísticos de los Pueblos Indígenas ['General Law on the Language Rights of the Indigenous Peoples', promulgated 13 March 2003] recognizes all the country's indigenous languages, including Nahuatl, as national languages and gives indigenous people the right to use them in all spheres of public and private life. In Article 11, it grants access to compulsory, bilingual and intercultural education. Nonetheless, progress towards institutionalizing Nahuatl and securing linguistic rights for its speakers has been slow.
## Demography and distribution
Today, a spectrum of Nahuan languages are spoken in scattered areas stretching from the northern state of Durango to Tabasco in the southeast. Pipil, the southernmost Nahuan language, is spoken in El Salvador by a small number of speakers. According to IRIN-International, the Nawat Language Recovery Initiative project, there are no reliable figures for the contemporary numbers of speakers of Pipil. Numbers may range anywhere from "perhaps a few hundred people, perhaps only a few dozen".
According to the 2000 census by INEGI, Nahuatl is spoken by an estimated 1.45 million people, some 198,000 (14.9%) of whom are monolingual. There are many more female than male monolinguals, and women represent nearly two-thirds of the total number. The states of Guerrero and Hidalgo have the highest rates of monolingual Nahuatl speakers relative to the total Nahuatl speaking population, at 24.2% and 22.6%, respectively. For most other states the percentage of monolinguals among the speakers is less than 5%. This means that in most states more than 95% of the Nahuatl speaking population are bilingual in Spanish.
The largest concentrations of Nahuatl speakers are found in the states of Puebla, Veracruz, Hidalgo, San Luis Potosí, and Guerrero. Significant populations are also found in the State of Mexico, Morelos, and the Federal District, with smaller communities in Michoacán and Durango. Nahuatl became extinct in the states of Jalisco and Colima during the 20th century. As a result of internal migration within the country, Nahuatl speaking communities exist in all states in Mexico. The modern influx of Mexican workers and families into the United States has resulted in the establishment of a few small Nahuatl speaking communities in the U.S., particularly in California, New York, Texas, New Mexico and Arizona.
## Phonology
Nahuan languages are defined as a subgroup of Uto-Aztecan by having undergone a number of shared changes from the Uto-Aztecan protolanguage (PUA). The table below shows the phonemic inventory of Classical Nahuatl as an example of a typical Nahuan language. In some dialects, the phoneme, which was common in Classical Nahuatl, has changed into either , as in Isthmus Nahuatl, Mexicanero and Pipil, or into , as in Nahuatl of Pómaro, Michoacán. Many dialects no longer distinguish between short and long vowels. Some have introduced completely new vowel qualities to compensate, as is the case for Tetelcingo Nahuatl. Others have developed a pitch accent, such as Nahuatl of Oapan, Guerrero. Many modern dialects have also borrowed phonemes from Spanish, such as .
### Phonemes
- \* The glottal phoneme, called the saltillo, occurs only after vowels. In many modern dialects it is realized as an , but in others, as in Classical Nahuatl, it is a glottal stop .
In many Nahuatl dialects vowel length contrast is vague, and in others it has become lost entirely. The dialect of Tetelcingo (nhg) developed the vowel length into a difference in quality:
### Allophony
Most varieties have relatively simple patterns of sound alternation (allophony). In many dialects, the voiced consonants are devoiced in word-final position and in consonant clusters: devoices to a voiceless palato-alveolar sibilant , devoices to a voiceless glottal fricative or to a voiceless labialized velar approximant , and devoices to voiceless alveolar lateral fricative . In some dialects, the first consonant in almost any consonant cluster becomes . Some dialects have productive lenition of voiceless consonants into their voiced counterparts between vowels. The nasals are normally assimilated to the place of articulation of a following consonant. The voiceless alveolar lateral affricate is assimilated after and pronounced .
### Phonotactics
Classical Nahuatl and most of the modern varieties have fairly simple phonological systems. They allow only syllables with maximally one initial and one final consonant. Consonant clusters occur only word-medially and over syllable boundaries. Some morphemes have two alternating forms: one with a vowel i to prevent consonant clusters and one without it. For example, the absolutive suffix has the variant forms -tli (used after consonants) and -tl (used after vowels). Some modern varieties, however, have formed complex clusters from vowel loss. Others have contracted syllable sequences, causing accents to shift or vowels to become long.
### Stress
Most Nahuatl dialects have stress on the penultimate syllable of a word. In Mexicanero from Durango, many unstressed syllables have disappeared from words, and the placement of syllable stress has become phonemic.
## Morphology and syntax
The Nahuatl languages are agglutinative, polysynthetic languages that make extensive use of compounding, incorporation and derivation. That is, they can add many different prefixes and suffixes to a root until very long words are formed, and a single word can constitute an entire sentence.
The following verb shows how the verb is marked for subject, patient, object, and indirect object:
### Nouns
The Nahuatl noun has a relatively complex structure. The only obligatory inflections are for number (singular and plural) and possession (whether the noun is possessed, as is indicated by a prefix meaning 'my', 'your', etc.). Nahuatl has neither case nor gender, but Classical Nahuatl and some modern dialects distinguish between animate and inanimate nouns. In Classical Nahuatl the animacy distinction manifested with respect to pluralization, as only animate nouns could take a plural form, and all inanimate nouns were uncountable (as the words bread and money are uncountable in English). Now, many speakers do not maintain this distinction and all nouns may take the plural inflection. One dialect, that of the Eastern Huasteca, has a distinction between two different plural suffixes for animate and inanimate nouns.
In most varieties of Nahuatl, nouns in the unpossessed singular form generally take an absolutive suffix. The most common forms of the absolutive are -tl after vowels, -tli after consonants other than l, and -li after l. Nouns that take the plural usually form the plural by adding one of the plural absolutive suffixes -tin or -meh, but some plural forms are irregular or formed by reduplication. Some nouns have competing plural forms.
Singular noun:
Plural animate noun:
Plural animate noun with reduplication:
Nahuatl distinguishes between possessed and unpossessed forms of nouns. The absolutive suffix is not used on possessed nouns. In all dialects, possessed nouns take a prefix agreeing with number and person of its possessor. Possessed plural nouns take the ending -.
Absolutive noun:
Possessed noun:
Possessed plural:
Nahuatl does not have grammatical case but uses what is sometimes called a relational noun to describe spatial (and other) relations. These morphemes cannot appear alone but must occur after a noun or a possessive prefix. They are also often called postpositions or locative suffixes. In some ways these locative constructions resemble and can be thought of as locative case constructions. Most modern dialects have incorporated prepositions from Spanish that are competing with or that have completely replaced relational nouns.
Uses of relational noun/postposition/locative -pan with a possessive prefix:
Use with a preceding noun stem:
Noun compounds are commonly formed by combining two or more nominal stems or combining a nominal stem with an adjectival or verbal stem.
### Pronouns
Nahuatl generally distinguishes three persons, both in the singular and plural numbers. In at least one modern dialect, the Isthmus-Mecayapan variety, there has come to be a distinction between inclusive (I/we and you) and exclusive (we but not you) forms of the first person plural:
First person plural pronoun in Classical Nahuatl:
- ' "we"
First person plural pronouns in Isthmus-Mecayapan Nahuat:
- nejamēn () "We, but not you" (= me & them)
- tejamēn () "We along with you" (= me & you & them)
Much more common is an honorific/non-honorific distinction, usually applied to second and third persons but not first.
Non-honorific forms:
- ' "you sg."
- ' "you pl."
- ' "he/she/it"
Honorific forms
- ' "you sg. honorific"
- ' "you pl. honorific"
- ' "he/she honorific"
### Numerals
Nahuatl has a vigesimal (base-20) numbering system. The base values are cempoalli (1 × 20), centzontli (1 × 400), cenxiquipilli (1 × 8,000), cempoalxiquipilli (1 × 20 × 8,000 = 160,000), centzonxiquipilli (1 × 400 × 8,000 = 3,200,000) and cempoaltzonxiquipilli (1 × 20 × 400 × 8,000 = 64,000,000). The ce(n/m) prefix at the beginning means 'one' (as in 'one hundred' and 'one thousand') and is replaced with the corresponding number to get the names of other multiples of the power. For example, ome (2) × poalli (20) = ompoalli (40), ome (2) × tzontli (400) = ontzontli (800). The -li in poalli (and xiquipilli) and the -tli in tzontli are grammatical noun suffixes that are appended only at the end of the word; thus poalli, tzontli and xiquipilli compound together as poaltzonxiquipilli.
### Verbs
The Nahuatl verb is quite complex and inflects for many grammatical categories. The verb is composed of a root, prefixes, and suffixes. The prefixes indicate the person of the subject, and person and number of the object and indirect object, whereas the suffixes indicate tense, aspect, mood and subject number.
Most Nahuatl dialects distinguish three tenses: present, past, and future, and two aspects: perfective and imperfective. Some varieties add progressive or habitual aspects. Many dialects distinguish at least the indicative and imperative moods, and some also have optative and vetative/prohibitive moods.
Most Nahuatl varieties have a number of ways to alter the valency of a verb. Classical Nahuatl had a passive voice (also sometimes defined as an impersonal voice), but this is not found in most modern varieties. However the applicative and causative voices are found in many modern dialects. Many Nahuatl varieties also allow forming verbal compounds with two or more verbal roots.
The following verbal form has two verbal roots and is inflected for causative voice and both a direct and indirect object:
Some Nahuatl varieties, notably Classical Nahuatl, can inflect the verb to show the direction of the verbal action going away from or towards the speaker. Some also have specific inflectional categories showing purpose and direction and such complex notions as "to go in order to" or "to come in order to", "go, do and return", "do while going", "do while coming", "do upon arrival", or "go around doing".
Classical Nahuatl and many modern dialects have grammaticalised ways to express politeness towards addressees or even towards people or things that are being mentioned, by using special verb forms and special "honorific suffixes".
Familiar verbal form:
Honorific verbal form:
### Reduplication
Many varieties of Nahuatl have productive reduplication. By reduplicating the first syllable of a root a new word is formed. In nouns this is often used to form plurals, e.g. 'man' → 'men', but also in some varieties to form diminutives, honorifics, or for derivations. In verbs reduplication is often used to form a reiterative meaning (i.e. expressing repetition), for example in Nahuatl of Tezcoco:
- /'/ 'he/she falls'
- /'/ 'he/she falls several times'
- /'/ 'they fall (many people)'
### Syntax
Some linguists have argued that Nahuatl displays the properties of a non-configurational language, meaning that word order in Nahuatl is basically free. Nahuatl allows all possible orderings of the three basic sentence constituents. It is prolifically a pro-drop language: it allows sentences with omission of all noun phrases or independent pronouns, not just of noun phrases or pronouns whose function is the sentence subject. In most varieties independent pronouns are used only for emphasis. It allows certain kinds of syntactically discontinuous expressions.
Michel Launey argues that Classical Nahuatl had a verb-initial basic word order with extensive freedom for variation, which was then used to encode pragmatic functions such as focus and topicality. The same has been argued for some contemporary varieties.
It has been argued, most prominently by the linguist Michel Launey, that Classical Nahuatl syntax is best characterised by "omnipredicativity", meaning that any noun or verb in the language is in fact a full predicative sentence. A radical interpretation of Nahuatl syntactic typology, this nonetheless seems to account for some of the language's peculiarities, for example, why nouns must also carry the same agreement prefixes as verbs, and why predicates do not require any noun phrases to function as their arguments. For example, the verbal form tzahtzi means 'he/she/it shouts', and with the second person prefix titzahtzi it means 'you shout'. Nouns are inflected in the same way: the noun conētl means not just 'child', but also 'it is a child', and ticonētl means 'you are a child'. This prompts the omnipredicative interpretation, which posits that all nouns are also predicates. According to this interpretation, a phrase such as tzahtzi in conētl should not be interpreted as meaning just 'the child screams' but, rather, 'it screams, (the one that) is a child'.
## Contact phenomena
Nearly 500 years of intense contact between speakers of Nahuatl and speakers of Spanish, combined with the minority status of Nahuatl and the higher prestige associated with Spanish has caused many changes in modern Nahuatl varieties, with large numbers of words borrowed from Spanish into Nahuatl, and the introduction of new syntactic constructions and grammatical categories.
For example, a construction like the following, with several borrowed words and particles, is common in many modern varieties (Spanish loanwords in boldface):
In some modern dialects basic word order has become a fixed subject–verb–object, probably under influence from Spanish. Other changes in the syntax of modern Nahuatl include the use of Spanish prepositions instead of native postpositions or relational nouns and the reinterpretation of original postpositions/relational nouns into prepositions. In the following example, from Michoacán Nahual, the postposition -ka meaning 'with' appears used as a preposition, with no preceding object:
In this example from Mexicanero Nahuatl, of Durango, the original postposition/relational noun -pin 'in/on' is used as a preposition. Also, porque, a conjunction borrowed from Spanish, occurs in the sentence.
Many dialects have also undergone a degree of simplification of their morphology that has caused some scholars to consider them to have ceased to be polysynthetic.
## Vocabulary
Many Nahuatl words have been borrowed into the Spanish language, most of which are terms designating things indigenous to the Americas. Some of these loans are restricted to Mexican or Central American Spanish, but others have entered all the varieties of Spanish in the world. A number of them, such as chocolate, tomato and avocado have made their way into many other languages via Spanish.
For instance, in English, two of the most prominent are undoubtedly chocolate and tomato (from Nahuatl tōmatl). Other common words are coyote (from Nahuatl coyōtl), avocado (from Nahuatl āhuacatl) and chile or chili (from Nahuatl chilli). The word chicle is also derived from Nahuatl tzictli 'sticky stuff, chicle'. Some other English words from Nahuatl are: Aztec (from aztēcatl); cacao (from Nahuatl cacahuatl 'shell, rind'); ocelot (from ocēlotl). In Mexico many words for common everyday concepts attest to the close contact between Spanish and Nahuatl – so many in fact that entire dictionaries of mexicanismos (words particular to Mexican Spanish) have been published tracing Nahuatl etymologies, as well as Spanish words with origins in other indigenous languages. Many well known toponyms also come from Nahuatl, including Mexico (from the Nahuatl word for the Aztec capital Mēxihco) and Guatemala (from the word Cuauhtēmallān).
## Writing and literature
### Writing
Traditionally, Pre-Columbian Aztec writing has not been considered a true writing system, since it did not represent the full vocabulary of a spoken language in the way that the writing systems of the Old World or the Maya Script did. Therefore, generally Aztec writing was not meant to be read, but to be told. The elaborate codices were essentially pictographic aids for memorizing texts, which include genealogies, astronomical information, and tribute lists. Three kinds of signs were used in the system: pictures used as mnemonics (which do not represent particular words), logograms which represent whole words (instead of phonemes or syllables), and logograms used only for their sound values (i.e. used according to the rebus principle).
However, epigrapher Alfonso Lacadena has argued that by the eve of the Spanish invasion, one school of Nahua scribes, those of Tetzcoco, had developed a fully syllabic script which could represent spoken language phonetically in the same way that the Maya script did. Some other epigraphers have questioned the claim, arguing that although the syllabicity was clearly extant in some early colonial manuscripts (hardly any pre-Columbian manuscripts have survived), this could be interpreted as a local innovation inspired by Spanish literacy rather than a continuation of a pre-Columbian practice.
The Spanish introduced the Latin script, which was used to record a large body of Aztec prose, poetry and mundane documentation such as testaments, administrative documents, legal letters, etc. In a matter of decades pictorial writing was completely replaced with the Latin alphabet. No standardized Latin orthography has been developed for Nahuatl, and no general consensus has arisen for the representation of many sounds in Nahuatl that are lacking in Spanish, such as long vowels and the glottal stop. The orthography most accurately representing the phonemes of Nahuatl was developed in the 17th century by the Jesuit Horacio Carochi, building on the insights of another Jesuit, Antonio del Rincon. Carochi's orthography used two different diacritics: a macron to represent long vowels and a grave for the saltillo, and sometimes an acute accent for short vowels. This orthography did not achieve a wide following outside of the Jesuit community.
When Nahuatl became the subject of focused linguistic studies in the 20th century, linguists acknowledged the need to represent all the phonemes of the language. Several practical orthographies were developed to transcribe the language, many using the Americanist transcription system. With the establishment of Mexico's Instituto Nacional de Lenguas Indígenas in 2004, new attempts to create standardized orthographies for the different dialects were resumed; however to this day there is no single official orthography for Nahuatl. Apart from dialectal differences, major issues in transcribing Nahuatl include:
- whether to follow Spanish orthographic practice and write with c and qu, with cu and uc, with c and z, or s, and with hu and uh, or u.
- how to write the saltillo phoneme (in some dialects pronounced as a glottal stop and in others as an ), which has been spelled with j, h, ꞌ (apostrophe), or a grave accent on the preceding vowel, but which traditionally has often been omitted in writing.
- whether and how to represent vowel length, e.g. by double vowels or by the use of macrons.
In 2018, Nahua peoples from 16 states in the country began collaborating with INALI creating a new modern orthography called Yankwiktlahkwilolli, designed to be the standardized orthography of Nahuatl in the coming years. The modern writing has much greater use in the modern variants than in the classic variant, since the texts, documents and literary works of the time usually use the Jesuit one.
### Literature
Among the indigenous languages of the Americas, the extensive corpus of surviving literature in Nahuatl dating as far back as the 16th century may be considered unique. Nahuatl literature encompasses a diverse array of genres and styles, the documents themselves composed under many different circumstances. Preconquest Nahua had a distinction between tlahtolli 'speech' and second cuicatl 'song', akin to the distinction between "prose" and "poetry".
Nahuatl tlahtolli prose has been preserved in different forms. Annals and chronicles recount history, normally written from the perspective of a particular altepetl (locally based polity) and often combining mythical accounts with real events. Important works in this genre include those from Chalco written by Chimalpahin, from Tlaxcala by Diego Muñoz Camargo, from Mexico-Tenochtitlan by Fernando Alvarado Tezozomoc and those of Texcoco by Fernando Alva Ixtlilxochitl. Many annals recount history year-by-year and are normally written by anonymous authors. These works are sometimes evidently based on pre-Columbian pictorial year counts that existed, such as the Cuauhtitlan annals and the Anales de Tlatelolco. Purely mythological narratives are also found, like the "Legend of the Five Suns", the Aztec creation myth recounted in Codex Chimalpopoca.
One of the most important works of prose written in Nahuatl is the twelve-volume compilation generally known as the Florentine Codex, authored in the mid-16th century by the Franciscan missionary Bernardino de Sahagún and a number of Nahua speakers. With this work Sahagún bestowed an enormous ethnographic description of the Nahua, written in side-by-side translations of Nahuatl and Spanish and illustrated throughout by color plates drawn by indigenous painters. Its volumes cover a diverse range of topics: Aztec history, material culture, social organization, religious and ceremonial life, rhetorical style and metaphors. The twelfth volume provides an indigenous perspective on the conquest. Sahagún also made a point of trying to document the richness of the Nahuatl language, stating:
> This work is like a dragnet to bring to light all the words of this language with their exact and metaphorical meanings, and all their ways of speaking, and most of their practices good and evil.
Nahuatl poetry is principally preserved in two sources: the Cantares Mexicanos and the Romances de los señores de Nueva España, both collections of Aztec songs written down in the 16th and 17th centuries. Some songs may have been preserved through oral tradition from pre-conquest times until the time of their writing, for example the songs attributed to the poet-king of Texcoco, Nezahualcoyotl. identify more than four distinct styles of songs, e.g. the icnocuicatl ('sad song'), the xopancuicatl ('song of spring'), melahuaccuicatl ('plain song') and yaocuicatl ('song of war'), each with distinct stylistic traits. Aztec poetry makes rich use of metaphoric imagery and themes and are lamentation of the brevity of human existence, the celebration of valiant warriors who die in battle, and the appreciation of the beauty of life.
### Stylistics
The Aztecs distinguished between at least two social registers of language: the language of commoners (macehuallahtolli) and the language of the nobility (tecpillahtolli). The latter was marked by the use of a distinct rhetorical style. Since literacy was confined mainly to these higher social classes, most of the existing prose and poetical documents were written in this style. An important feature of this high rhetorical style of formal oratory was the use of parallelism, whereby the orator structured their speech in couplets consisting of two parallel phrases. For example:
- ye maca timiquican
- 'May we not die'
- ye maca tipolihuican
- 'May we not perish'
Another kind of parallelism used is referred to by modern linguists as difrasismo, in which two phrases are symbolically combined to give a metaphorical reading. Classical Nahuatl was rich in such diphrasal metaphors, many of which are explicated by Sahagún in the Florentine Codex and by Andrés de Olmos in his Arte. Such difrasismos include:
- in xochitl, in cuicatl
- 'The flower, the song' – meaning 'poetry'
- in cuitlapilli, in atlapalli
- 'the tail, the wing' – meaning 'the common people'
- in toptli, in petlacalli
- 'the chest, the box' – meaning 'something secret'
- in yollohtli, in eztli
- 'the heart, the blood' – meaning 'cacao'
- in iztlactli, in tencualactli
- 'the drool, the spittle' – meaning 'lies'
## Sample text
The sample text below is an excerpt from a statement issued in Nahuatl by Emiliano Zapata in 1918 to convince the Nahua towns in the area of Tlaxcala to join the Revolution against the regime of Venustiano Carranza. The orthography employed in the letter is improvised, and does not distinguish long vowels and only sporadically marks saltillo (with both and acute accent).
## See also
- Vocabulario manual de las lenguas castellana y mexicana (a Spanish-Nahuatl dictionary)
- Vocabulario trilingüe (dictionary of Spanish, Latin, and Nahuatl) |
58,826,579 | Tropical Storm Vicente (2018) | 1,171,852,343 | Eastern Pacific tropical cyclone with landfall in Mexico | [
"2018 Pacific hurricane season",
"Eastern Pacific tropical storms",
"Hurricanes in Colima",
"Hurricanes in Guerrero",
"Hurricanes in Hidalgo",
"Hurricanes in Jalisco",
"Hurricanes in Michoacán",
"Hurricanes in Oaxaca",
"Hurricanes in Veracruz",
"October 2018 events in Mexico"
]
| Tropical Storm Vicente was an unusually small tropical cyclone that made landfall as a tropical depression in the Mexican state of Michoacán on October 23, 2018, causing deadly mudslides. The 21st named storm of the 2018 Pacific hurricane season, Vicente originated from a tropical wave that departed from Africa's western coast on October 6. The wave traveled westward across the Atlantic and entered the Eastern Pacific on October 17. The disturbance became better defined over the next couple of days, forming into a tropical depression early on October 19. Located in an environment favorable for further development, the system organized into Tropical Storm Vicente later that day.
The small cyclone traveled northwestward along the Guatemalan coast before later shifting to a more westerly track. Vicente peaked late on October 20 with winds of 50 mph (85 km/h) and a minimum pressure of 1,002 mbar (29.59 inHg). At its peak, Vicente displayed a sporadic eye feature in its central dense overcast. The storm maintained this intensity for about eighteen hours as it turned towards the southwest. Dry air caused Vicente to weaken on October 21. A brief break from the dry air during the next day allowed the storm to recuperate and slightly strengthen. However, outflow from the nearby Hurricane Willa caused Vicente to weaken into a tropical depression early on October 23. After making landfall near Playa Azul at 13:30 UTC, Vicente quickly lost organization and dissipated a few hours later.
Vicente caused torrential rainfall in the Mexican states of Michoacán, Oaxaca, Veracruz, Hidalgo, Jalisco, Guerrero, and Colima; the highest total exceeded 12 in (300 mm) in Oaxaca. In some states, the effects of Vicente compounded those from the nearby Hurricane Willa. The storm left a total of 16 people dead throughout 2 states: 13 in Oaxaca and 3 in Veracruz. The heavy rainfall caused numerous rivers to spill their banks, dozens of landslides to occur, and severe flooding to ensue elsewhere. This resulted in hundreds of homes being inundated, dozens of road closures, and agricultural damage amongst an array of other effects. Plan DN-III-E was activated in multiple states to provide aid to affected individuals. The federal and state governments mobilized to help with relief efforts and repairs.
## Meteorological history
Tropical Storm Vicente's origins can be traced back to a low-level vortex associated with the eastern Pacific monsoon trough and a tropical wave. The wave departed from Africa's western coast on October 6 and traveled westward across the Atlantic Ocean, arriving at the Lesser Antilles around October 14. Although convection or thunderstorm activity initially flared along the northern side of the wave, it gradually decreased until the wave was completely devoid of convection. The wave came into contact with Central America on October 16; deep convection re-ignited along the monsoon trough and wave south of Panama a day later. Bursts of convection occurred to the south of Nicaragua and El Salvador as the wave proceeded westward into the Eastern Pacific.
The National Hurricane Center (NHC) first mentioned that the system had the potential for tropical development early on October 19. The system was part of a broader disturbance which stretched from Central America to the south of the Gulf of Tehuantepec. Over the next several hours the system rapidly organized, becoming a tropical depression at 06:00 UTC, while located about 90 mi (150 km) west-southwest of Puerto San Jose, Guatemala. The depression's development was not anticipated due to its small size and the close proximity of a larger disturbance to the west (which later become Hurricane Willa). The nascent depression was located in an environment of low wind shear and warm 82–84 °F (28–29 °C) sea surface temperatures, both conducive for further intensification. The structure of the unusually small storm continued to improve, with satellite and microwave imagery showing an increase in banding features around the center. The depression was upgraded into Tropical Storm Vicente around 18:00 UTC. Throughout the majority of October 19, the system was less than 115 mi (185 km) off the coast of Guatemala while it inched towards the northwest.
Early on October 20, increasing northwesterly wind shear disrupted Vicente, causing the degradation of its central dense overcast. At the same time, its low-level center had accelerated towards the northwest and was almost entirely exposed. A deep-layer ridge located over the Gulf of Mexico and central Mexico, as well as a Gulf of Tehuantepec gap wind, caused Vicente's track to shift to the west during the overnight. The tiny tropical cyclone's structure improved over the next several hours, with the storm displaying a sporadic eye feature surrounded by medium to weak convection. Vicente peaked at 18:00 UTC on October 20 with maximum sustained winds of 50 mph (85 km/h) and a minimum central pressure of 1,002 mbar (29.59 inHg). At that time, the storm was located less than 115 mi (185 km) off the coast of Chiapas and Oaxaca, Mexico. Vicente was an unusually small tropical cyclone, with 45–50 mph (70–80 km/h) winds extending only 25 mi (35 km) from its center. The system maintained its peak intensity for approximately 18 hours as it began traveling towards the west-southwest.
Dry air began to entrain into the mid-levels of the system on October 21, causing convection to weaken and the low-level center to become uncovered once more. The storm turned to the west-northwest early on October 22 as it rounded the southwestern edge of the aforementioned ridge. The structure of Vicente markedly improved while it experienced a brief reprieve from the onslaught of the dry air; a banding feature with cold cloud tops of −112 °F (−80 °C) developed and wrapped around a majority of the storm. Later in the day, Vicente began to be affected by the outflow of Hurricane Willa, which was located to the northwest. This outflow imparted northeasterly shear upon Vicente, causing rapid degradation of the system's structure. Banding features decreased significantly and only limited convection remained, displaced to the south and east of Vicente's center. Vicente weakened into a tropical depression at 06:00 UTC on October 23 and made landfall near Playa Azul, Michoacán, at 13:30 UTC. After moving ashore, Vicente quickly lost its convection and dissipated by 18:00 UTC.
## Impact
Despite Vicente's close proximity to land, no tropical storm watches or warnings were issued for Guatemala and Mexico. An overall green alert, signifying a low level of danger, was issued for southwestern coast of Mexico. The threats posed by both Vicente and Hurricane Willa forced the Norwegian Bliss cruise ship to divert to San Diego, California. Vicente caused torrential rainfall in multiple states. Peak rainfall of at least 12 in (300 mm) occurred in the state of Oaxaca. Rainfall totals of 6.21 in (157.7 mm) and 5.31 in (134.8 mm) were recorded in Zihuatanejo, Guerrero. In the same state, 4.63 in (117.5 mm) of rain fell in San Jerónimo. Rainfall exceeding 5.9 in (150 mm) registered in the state of Colima.
### Michoacán
Vicente made landfall near Playa Azul, Michoacán, at 13:30 UTC (08:30 CDT) on October 23. Schools along the coast of Michoacán were closed to safeguard everyone from the effects of Vicente and Willa. Rainfall from the storm flooded 27 neighborhoods in the city of Morelia. Ventura Puente, Carlos Salazar, Jacarandas, Los Manantiales, and Industrial experienced flooding up to 3.3 ft (1 m) deep, which left hundreds of homes inundated. Residents were evacuated from the Jacarandas neighborhood by state officials and police officers after rainfall caused a gasoline leak to occur. Five schools were closed in the city due to flooding and another for mud removal and disinfection work. The Rio Grande overflowed, and drainage systems were completely filled throughout the Morelia municipality. The heavy rainfall also caused the ground to give way near Atapaneo, resulting in a freight train derailment that left two workers injured. Plan DN-III-E, a disaster relief and rescue plan, was activated in the municipality; 500 individuals from the Police Training Institute were dispatched to help those affected by the flooding.
### Oaxaca
The system brought heavy rainfall to Oaxaca, causing widespread flooding and mudslides. Torrential rainfall filled four Oaxacan dams to their highest levels in over four years; two of the dams exceeded 90% of their capacity and another exceeded 100%. The floods left 21 communities without any outside communication. Roads in Oaxaca suffered severe damage in 203 sections; machinery was apportioned to clear landslides off roads. At least 13 people died throughout the state, 6 of whom died in a landslide in San Pedro Ocotepec. A family of four went missing after trying to leave one of the communities. Rescue searches for the individuals ceased a week later; they were assumed to have been buried by a landslide. A landslide in Santiago Camotlán buried a house and killed a 40-year-old man. In Tututepec, a 56-year-old man drowned after getting caught in river currents.
Multiple rivers in the state overtopped their banks and inundated nearby communities. A landslide in Santiago Choapam destroyed three homes. A drainage ditch emptying into the Chahué Bay overflowed, flooding at least 80 homes and businesses; a portion of the ditch also collapsed. Rainfall caused a sinkhole to develop on a bridge. A total of five cars were swept away by water currents flowing down streets in Santa Cruz Huatulco. As a result of the flooding, a temporary shelter was enabled in that area. National Commission for the Development of Indigenous Peoples facilities were activated to help 30 people who were affected. The ports of Puerto Ángel, Puerto Escondido, and Huatulco were closed. Several communities in the Sierra Norte region were isolated and left without any outside communication by landslides and damaged bridges. Crops in that area were destroyed by the storm, leading to food shortages. Vicente damaged schools, health care facilities, houses, and crops in the Sierra Mazateca area. In La Humedad, Federal Highway 200 was flooded for over 0.62 mi (1 km) and covered by landslides. A fence collapsed and several homes were inundated by floodwaters in Santiago Jamiltepec. Five families were evacuated from their homes in Piedra Ancha due to flooding.
Emergency declarations were issued for 167 municipalities that were severely affected. The Mexican Army and Navy alongside State Police deployed 10,000 personnel to assist in recovery efforts. Plan DN-III-E was activated to disperse aid to the state; a Mexican Air Force helicopter was utilized to get food and supplies to people in affected areas. A disaster declaration was issued for 71 Oaxacan municipalities affected by Vicente; these areas would have access to national disaster relief funds.
### Veracruz
Rainfall from the storm triggered flooding in Veracruz, leaving three people dead. A declaration of emergency was issued for 13 municipalities in Veracruz. The World Heritage city of Tlacotalpan prepared for the overflow of the Papaloapan river by creating levees to prevent floodwaters from affecting historical and cultural sites. Multiple landslides were reported on the Zomgolia-Orizaba highway. In the southern portion of the state, the Veracruz-Coatzacoalcos highway was blocked by floodwaters after the Tesochoacán river overflowed. Throughout the state, 21 landslides occurred, and 42 roads and 36 schools sustained damage. In the municipality of Álamo-Temapache, the Oro Verde stream and the Pantepec river overflowed, flooding multiple streets. Plan DN-III-E was enabled to aid with relief in the state.
The San Juan river spilled its banks, completely blocking the Tinaja-Cosoleacaque highway, a road that connects other states to Veracruz. Federal Police stopped cars from crossing a section of the Cosamaloapan-Acayucan highway after the same river left 5.0 mi (8 km) of the road completely submerged under water. Additionally, 1,764 people were evacuated, 15 temporary shelters were activated, and 8 people were rescued throughout the state. Several communities were inundated in Hidalgotitlán after the Coatzacoalcos river overflowed; 790 homes were flooded in the towns of Ramos Millán and Vicente Guerrero. Shelters were set up for affected families and 500 pantries distributed water. Classes in the area were canceled as a result of the floods. Twenty-one emergency declarations were authorized for municipalities in the state.
### Elsewhere
A total of ten landslides occurred in the state of Hidalgo as a result of heavy rainfall from Vicente and the nearby Willa. In the municipalities of the Huasteca and Sierra Alta regions, highway accesses were blocked by boulders and tree limbs. Two people were hospitalized due to a landslide in Zacualtipán. Seven people were evacuated after a house was buried in Calnali. Roads in Huehuetla and Tenango del Valle were impassable due to landslides. Landslides affected the Tlanchinol-Hueyapa state highway in Tepehuacán de Guerrero, the Pachuca-Huejutla highway in the Mineral del Chico municipality, and on the Mexico City-Tampico federal highway. The rains also filled several dams and reservoirs in the state to over 90% of their capacity, however, there was no risk of failure as a result of active spillways.
Due to the unsettled weather produced by Vicente and the nearby Willa, numerous oil tankers were unable to unload fuel at ports in Manzanillo, Colima, and Tuxpan, Veracruz. Combined with the closure of a major pipeline that transports petroleum to Guadalajara, this caused a fuel shortage in Jalisco, with some 500 gas stations being affected. Damage to gasoline distribution centers in Manzanillo and Tuxpan as well as a refinery in Salamanca, Guanajuato, led to shortages in Jalisco, Nayarit, and Colima. Heavy rainfall from Vicente and Willa caused a total of 24 landslides on highways in Jalisco, with about half occurring on El Tuito-Melaque-Cabo Corrientes section of Federal Highway 200. Agricultural losses in the state of Colima from Vicente and Willa were estimated to be about MX\$136 million (US\$7.05 million).
The state of Guerrero also experienced the effects of Vicente. One home flooded in Tixtla and another in Tecpan; the latter's roof also collapsed. Mudslides were reported on two roads in the state. The state government activated over 500 shelters with enough capacity to house 100,000 people. The Tesechoacán, Papaloapan, and San Juan rivers began to overflow from heavy rainfall. The storm felled 16 trees in Zihuatanejo; sewers were congested with garbage, leading to street flooding in multiple places throughout the city.
## See also
- Hurricane Carlos (2015) – Another unusually small tropical cyclone that took a similar path
- List of Eastern Pacific tropical storms
- Tropical cyclones in 2018
- Tropical Storm Odile (2008) – Another October tropical storm with a similar path and intensity
- Other storms of the same name
- Weather of 2018 |
18,360,071 | Ficus obliqua | 1,084,994,809 | A tree, the small-leaved fig | [
"Ficus sect. Malvanthera",
"Flora of New South Wales",
"Flora of Queensland",
"Flora of the Southwestern Pacific",
"Garden plants of Australia",
"Ornamental trees",
"Plants described in 1786",
"Plants used in bonsai",
"Rosales of Australia",
"Trees of Australia",
"Trees of Malesia",
"Trees of Papuasia"
]
| Ficus obliqua, commonly known as the small-leaved fig, is a tree in the family Moraceae, native to eastern Australia, New Guinea, eastern Indonesia to Sulawesi and islands in the southwestern Pacific Ocean. Previously known for many years as Ficus eugenioides, it is a banyan of the genus Ficus, which contains around 750 species worldwide in warm climates, including the edible fig (Ficus carica). Beginning life as a seedling, which grows on other plants (epiphyte) or on rocks (lithophyte), F. obliqua can grow to 60 m (200 ft) high and nearly as wide with a pale grey buttressed trunk, and glossy green leaves.
The small round yellow fruit ripen and turn red at any time of year, although ripening peaks in autumn and winter (April to July). Known as a syconium, the fruit is an inverted inflorescence with the flowers lining an internal cavity. Ficus obliqua is pollinated by two species of fig wasp—Pleistodontes greenwoodi and P. xanthocephalus. Many species of bird, including pigeons, parrots and various passerines, eat the fruit. The range is along the east coast from Queensland, through New South Wales in rainforest, savanna woodland, sclerophyll forest and gallery forest. It is used as a shade tree in parks and public spaces, and is well-suited for use as an indoor plant or in bonsai. All parts of the tree have been used in traditional medicine in Fiji.
## Taxonomy
Commonly known as the small-leaved fig, Ficus obliqua was described by German naturalist Georg Forster in 1786 based on type material collected in Vanuatu. Dutch botanist Friedrich Miquel described Urostigma eugenioides from Albany Island in Queensland in 1861, which was reclassified by Victorian Government Botanist Ferdinand von Mueller as Ficus eugenioides in 1867, and it was known as this for many years. However, as Forster's name is older, it takes precedence. The specific epithet is the Latin adjective obliquus, meaning "oblique", although the attribute it refers to is unclear. Frederick Manson Bailey described Ficus tryonii in 1906, from a collection at altitude on Middle Percy Island in the Whitsunday Islands off central Queensland, which is now regarded as F. obliqua. Joseph Banks and Daniel Solander collected and named Ficus virginea from Booby Island in 1770, which was synonymised with F. obliqua by William Philip Hiern in 1901.
The species is currently regarded as monotypic. Three varieties of Ficus obliqua were recognised until 2001—F. obliqua var. petiolaris, F. obliqua var. obliqua, and F. obliqua var. puberula from Western Australia. A revision of the group led to the conclusion that F. obliqua var. petiolaris belonged in the species F. rubiginosa. F. obliqua var. puberula was found to be more distantly related to obliqua than rubiginosa and hence has been reclassified as a separate species, Ficus brachypoda.
With over 750 species, Ficus is one of the largest angiosperm genera. Based on morphology, English botanist E. J. H. Corner divided the genus into four subgenera, which was later expanded to six. In this classification, Ficus obliqua was placed in subseries Malvanthereae, series Malvanthereae, section Malvanthera of the subgenus Urostigma. In his reclassification of the Australian Malvanthera, Australian botanist Dale J. Dixon altered the delimitations of the series within the section, but left this species in the series Malvanthereae.
In a study published in 2008, Nina Rønsted and colleagues analysed the DNA sequences from the nuclear ribosomal internal and external transcribed spacers (ITS and ETS), and the glyceraldehyde-3-phosphate dehydrogenase (G3pdh) region, in the first molecular analysis of the section Malvanthera. They found F. obliqua to be most closely related to three species of the arid Northern Territory (F. platypoda, F. subpuberula and F. lilliputiana) and classified it in a new series Obliquae in the subsection Platypodeae. The species had remained a transitional rainforest species while its relatives radiated into dryer regions.
## Description
Ficus obliqua is a tree, which may reach 15–60 m (49–197 ft) in height with a similar crown width. It has smooth thin grey bark with lighter-coloured lenticels, and a buttressed trunk, which may reach 3 m (9.8 ft) in diameter. The glossy green leaves are elliptic to oblong in shape and measure 5–8 cm (2.0–3.1 in) long by 2–3.5 cm (0.79–1.38 in) wide on 1–2 cm (0.39–0.79 in) petioles. They are alternately arranged on the stems. Growing in pairs, the round yellow fruit turn orange or orange-red dotted with darker red and reaches a diameter of 6 to 10 mm (0.24 to 0.39 in) upon ripening over April to July, although fruit can appear at other times of year. As is the case with all figs, the fruit is an inverted inflorescence known as a syconium, with tiny flowers arising from the inner surface. Ficus obliqua is monoecious—both male and female flowers are produced by the same plant, and in fact in the same fruit. Within any given fruit, female flowers mature several weeks before the male flowers.
Historically, there has been some confusion between Ficus obliqua and the related F. rubiginosa. F. obliqua can be distinguished by its smaller fruit on shorter stalks and its glabrous (hairless) leaves; in addition, the petioles have ascending hyaline hairs. Some forms of F. rubiginosa have both leaves and petioles glabrous while others have both covered in fine fur. The syconia of F. obliqua are smaller, measuring 4.3–11.9 mm long and 4.4–11.0 mm in diameter, compared with 7.4–17.3 mm long and 7.6–17.3 mm diameter for F. rubiginosa. Ficus brachypoda is a lithophytic plant from arid northern and western Australia, with a short petiole and leaf shape aligning it with Ficus platypoda.
## Distribution and habitat
Ficus obliqua occurs from Mount Dromedary (36° S) in southern New South Wales northwards along the coast and Great Dividing Range to the tip of Cape York Peninsula in north Queensland. Outside Australia it occurs on New Guinea and offshore islands, through eastern Indonesia to Sulawesi in the west and east into the southwestern Pacific, where it is found in New Caledonia, Fiji, Tonga, Samoa and Vanuatu. It had been thought to occur in Western Australia, but these collections have been now referred to Ficus brachypoda. Preferring soils with high nutrient and water content, it occurs on sandstone or latite soils in the Sydney region. The habitat is warm temperate to moist subtropical rainforest. Large specimens can rise above the canopy as emergent trees.
## Ecology
The double-eyed fig parrot (Cyclopsitta diophthalma) eats the fruit of Ficus obliqua, steadily depositing fruity detritus on the ground. The rainbow lorikeet (Trichoglossus moluccanus) is another parrot that consumes the fruit and disperses the seeds; other Australian bird species include the southern cassowary (Casuarius casuarius), brown cuckoo-dove (Macropygia phasianella), rose-crowned fruit dove (Ptilinopus regina), wompoo fruit dove (P. magnificus), wonga pigeon (Leucosarcia melanoleuca), topknot pigeon (Lopholaimus antarcticus), silvereye (Zosterops lateralis), pied currawong (Strepera graculina), black-faced cuckoo-shrike (Coracina novaehollandae), olive-backed oriole (Oriolus sagittatus), Australasian figbird (Sphecotheres vieilloti), green catbird (Ailuroedus crassirostris), regent bowerbird (Sericulus chrysocephalus), satin bowerbird (Ptilonorhynchus violaceus), and Lewin's honeyeater (Meliphaga lewinii). The tree is an important food source for the western Polynesian species the many-colored fruit dove (Ptilinopus perousii) and crimson-crowned fruit dove (P. porphyraceus), and has been recommended for amenity planting in Tonga for these birds. The spectacled flying fox (Pteropus conspicillatus) and grey-headed flying fox (Pteropus poliocephalus) also eat the fruit.
Leaves of Ficus obliqua serve as a food source for the larvae of the butterfly species the common crow (Euploea core), the no-brand crow (Euploea alcathoe), and the Geometer moth species Scopula epigypsa. The thrips species Gynaikothrips australis feeds on the underside of new leaves of F. obliqua, as well as F. rubiginosa and F. macrophylla. As plant cells die, nearby cells are induced into forming meristem tissue. A gall results and the leaves become distorted and curl over. The thrips remain in the galls at night and wander about in the daytime before returning in the evening, possibly to different galls about the tree. The thrips begin feeding when the tree has flushes of new growth, and the life cycle is around six weeks. At other times, thrips reside on old leaves without feeding or pupate sheltered in the bark.
### Reproduction and life span
Figs have an obligate mutualism with fig wasps (Agaonidae); figs are only pollinated by fig wasps, and fig wasps can only reproduce in fig flowers. Generally, each fig species depends on a single species of wasp for pollination. The wasps are similarly dependent on their fig species to reproduce. The assumption that fig species are usually pollinated by just one species of fig wasp has been challenged by the discovery of cryptic species complexes among what was previously thought to be single species of fig wasps. Ficus obliqua is pollinated by two species of fig wasp—Pleistodontes greenwoodi and P. xanthocephalus.
Female and male flowers in each syconium mature at different times. Female wasps enter the syconium and lay eggs in the female flowers as they mature. These eggs later hatch and the progeny mate. The females of the new generation collect pollen from the male flowers, which have matured by this point, and leave to visit other syconia and repeat the process. A field study in Brisbane found that F. obliqua trees often bore both male and female syconia at the same time—this could be beneficial for reproduction in isolated populations, such as those on islands. The same study found a slightly reduced number of male phase syconia in winter, thought due to increased mortality of the wasp pollinator in cooler months.
The animals that eat the figs disperse the seeds, which then germinate and grow on other plants (epiphytes) or on rocks (lithophytes). As the new plants develop, they send roots to the forest floor. Figs growing on other plants grow larger and larger until they strangle their hosts. Ficus obliqua is long-lived, and trees are thought to live in excess of 500 years.
## Uses
Ficus obliqua is an elegant shade tree for parks or fields, and is adaptable to differing soils. A notable specimen in Mick Ryan Park, Milton on the New South Wales south coast stands 14 m (46 ft) tall and 38 m (125 ft) across, and is a local landmark. Like other fig species that grow into large trees, Ficus obliqua is not suitable for any but the largest gardens as its aggressive root system invades drains and garden beds. Fig trees also drop large quantities of fruit and leaves, leaving a mess underfoot. Although it is much less used in bonsai than F. rubiginosa, F. obliqua is well-suited for use in the medium; its small leaves and trunk's propensity to thicken give it attributes optimal for a tree 10–80 cm (3.9–31.5 in) in height. It is seen in bonsai nurseries mainly in the Brisbane area, where it is a locally common species, and is very highly regarded by at least one proponent, Bradley Barlow. Barlow entered a specimen from Brisbane to the Bonsai Clubs International competition in 2006, winning a prize. It is also suited for use as an indoor plant in low-, medium- or brightly lit indoor spaces. The timber is too soft for use in woodworking.
Known as baka or baka ni viti in Fiji, Ficus obliqua has many of its parts used in Fijian traditional medicine, and was previously held to be sacred there. Its white sap has been used for painful or swollen joints and limbs or boils, or diluted with water and drunk to improve breast milk. Liquid extracted from the root bark has been used for headaches or, when diluted, to improve health after childbirth, and the leaves are applied to venereal lesions. The species has been traditionally used for boils in Samoa and Tonga. |
26,590,175 | Nebula Science Fiction | 1,131,156,156 | First Scottish science fiction magazine (1952–1959) | [
"1952 establishments in Scotland",
"1959 disestablishments in the United Kingdom",
"Defunct science fiction magazines published in the United Kingdom",
"Magazines disestablished in 1959",
"Magazines established in 1952",
"Science fiction magazines established in the 1950s",
"Science fiction magazines published in Scotland",
"Scottish science fiction"
]
| Nebula Science Fiction was the first Scottish science fiction magazine. It was published from 1952 to 1959, and was edited by Peter Hamilton, a young Scot who was able to take advantage of spare capacity at his parents' printing company, Crownpoint, to launch the magazine. Because Hamilton could only print Nebula when Crownpoint had no other work, the schedule was initially erratic. In 1955 he moved the printing to a Dublin-based firm, and the schedule became a little more regular, with a steady monthly run beginning in 1958 that lasted into the following year. Nebula's circulation was international, with only a quarter of the sales in the United Kingdom; this led to disaster when South Africa and Australia imposed import controls on foreign periodicals at the end of the 1950s. Excise duties imposed in the UK added to Hamilton's financial burdens, and he was rapidly forced to close the magazine. The last issue was dated June 1959.
The magazine was popular with writers, partly because Hamilton went to great lengths to encourage new writers, and partly because he paid better rates per word than much of his competition. Initially he could not compete with the American market, but he offered a bonus for the most popular story in the issue, and was eventually able to match the leading American magazines. He published the first stories of several well-known writers, including Robert Silverberg, Brian Aldiss, and Bob Shaw. Nebula was also a fan favourite: author Ken Bulmer recalled that it became "what many fans regard as the best-loved British SF magazine".
## Publishing history
In 1952 Peter Hamilton was 18 years old and had just left school; he was looking for a job, but was not healthy enough for hard physical work. His parents ran a printing house in Glasgow, Crownpoint Publications, and occasionally had spare capacity: they were interested in using the idle time on their machinery to enter the publishing business, and Peter persuaded them to publish paperback science fiction (sf) novels. Two novels were acquired, but when Crownpoint approached a local wholesaler to handle the distribution, they were told that paperbacks would be a mistake, and that a magazine, with a regular publication schedule, would be more likely to sell well. The result was Nebula Science Fiction. The first issue was dated Autumn 1952, and sold 4,000 copies.
Advertisements stated that Nebula was "Scotland's first S.F. magazine!!" Several British science fiction fans helped Hamilton with the production of the magazine, including Ken Slater, Vin¢ Clarke, and John Brunner. William F. Temple was involved as an editorial consultant and also assisted with editing the manuscripts. Hamilton provided all the financing, but he had to wait for the money to come in from each issue before he could afford to produce the next. In addition, Crownpoint only intermittently had enough spare capacity to print Nebula, so the first few issues appeared on an erratic schedule. After a dozen issues, the conflicts led to Hamilton moving Nebula to a printing firm based in Dublin, and breaking the connection with Crownpoint. He was then able to publish on a slightly more regular schedule, although the planned bi-monthly issues were still sometimes delayed. Hamilton paid 21 shillings (£1.05) per thousand words, the equivalent of three-tenths of a cent per word; this was a low rate compared to the American market, but was marginally better than the contemporary British magazine Authentic Science Fiction, which paid £1 per thousand words. Hamilton offered a bonus of £2 or £5 to the story that turned out to be the readers' favourite in each issue, which helped attract writers; and he later increased the rates, paying as much as 2d (0.8p, or 2.3 cents) per word for well-known authors. This was higher than the best UK markets, such as New Worlds, and was close to the rates paid by the top magazines in the US at that time. Both the high rates of pay and Hamilton's willingness to work with new authors were designed to encourage writers to submit their work to Nebula before trying the other magazines.
Hamilton's editorial in the September 1957 issue reported a circulation of 40,000, and starting in January 1958 Nebula went on a regular monthly schedule that was maintained until early 1959. Although Nebula's circulation was strong, only about a quarter of its sales were in the UK. A further quarter of the sales were in Australia, another third in the US, and nearly a tenth in South Africa. At the end of the 1950s, first South Africa and then Australia began to limit foreign magazine imports, for economic reasons, and when this was followed by UK excise duties the magazine was quickly in debt. Hamilton was forced to cease publication with issue 41, dated June 1959. Hamilton had also had health problems which contributed to his decision to stop publication.
## Contents and reception
The first two issues of Nebula contained the two novels Hamilton had bought before changing his plans from a paperback series to a magazine: Robots Never Weep by E.R. James, and Thou Pasture Us by F.G. Rayer. These left little room for other material, but Hamilton was able to reprint a short story by A. E. van Vogt in the first issue, and stories by John Brunner and E. C. Tubb in the second issue, along with material by lesser known writers. There was also a column by Walt Willis called "The Electric Fan", later renamed "Fanorama", which covered science fiction fandom.
Many of the better-known British writers began to appear in Nebula, including William F. Temple and Eric Frank Russell; new authors also began to be published. Hamilton was glad to work with beginning writers, and in 1953 several writers who later became very well known, including Brian Aldiss, Barrington Bayley, and Bob Shaw, each sold their first story to Nebula. Not all these stories reached print that year: Aldiss's "T" appeared in the November 1956 issue, by which time other stories of Aldiss's were in print, and the first story by Bayley is not certainly identified – it may have been "Consolidation", which appeared in November 1959, but it is also possible that it was never printed. Robert Silverberg had begun submitting stories to Hamilton as soon as he heard of Nebula, realising that Hamilton was unlikely to be getting many submissions from US writers, and found Hamilton very helpful. Silverberg's first story, "Gorgon Planet", was accepted by Hamilton on 11 January 1954. Brian Aldiss echoes Silverberg's assessment of Hamilton, commenting that Hamilton was "a sympathetic editor to a beginner. He was also a patient editor."
Other authors who appeared in Nebula early in their careers included Harlan Ellison, John Rackham, and James White. Science fiction historian Mike Ashley regards the stories Hamilton selected as demonstrating a "wide range of material by excellent writers" that was "seldom predictable", but adds that the stories have become dated, with the result that few are now well-known. Among a short list of exceptions Ashley includes Brian Aldiss's "Legends of Smith's Burst" and "Dumb Show". Because of the erratic schedule, Hamilton only serialised one novel: Wisdom of the Gods, by Ken Bulmer, which appeared in four parts, starting in the July 1958 issue. Hamilton was planning to serialise a novel by Robert Heinlein when the magazine ceased publication.
Cover art came from artists such as Gerard Quinn, and included some of Eddie Jones' earliest work. According to sf historian Philip Harbottle, the best of the Scottish artists that Hamilton worked with was James Stark, who painted nine covers for Nebula between 1956 and 1958; sf artist and art historian David Hardy describes Stark's work as "severe portrayals of technology against which men were mere ants". Interior artists included Harry Turner, whose work is described by Harbottle as "visually striking" and "semi-impressionistic". From the October 1954 issue the back cover was given over to black and white artwork, often drawn by Arthur Thomson. Author Ken Bulmer regards these back covers as having given the magazine a "tremendously individual flavor".
Nebula became an established part of the British science fiction scene in the 1950s. The magazine was well-liked by writers, and Bulmer recalls that, overall, Nebula "created a special kind of charisma that, in the view of many writers and readers, no other magazine ever had", and adds that it became "what many fans regard as the best-loved British SF magazine". Tubb, who sold many popular stories to Hamilton, comments that "Authors wrote for Nebula with financial reward taking secondary place; the desire of submitting a good story being of primary importance ... the writers and the contributors felt as if Nebula was 'their' magazine, and all that became a happy, well-integrated family."
## Bibliographic details
The publisher was Crownpoint Publications for the first twelve issues, though the name was dropped from the indicia starting with the December 1953 issue. From September 1955 the publisher was Peter Hamilton, who was editor throughout. The price was 2/- (10p) for all but the last two issues, which were priced at 2/6 (12.5p).
Nebula was printed in large digest format, 8.5 by 5.5 inches (220 mm × 140 mm). The first three issues were 120 pages; this increased to 128 pages for the next three issues, to 130 pages for issue 7, and to 136 pages for issue 8. Issues 9 through 12 were 128 pages, and the remaining issues were 112 pages. The issues were numbered consecutively throughout; the first eight issues were given volume numberings as well, with two volumes of four numbers each.
Issues 30 through 39 of Nebula were distributed in the US; they were stamped at 35 cents and post-dated four months, thus the American copies ran from September 1958 to June 1959. |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.