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Firearm
A firearm is a gun (a barreled ranged weapon) designed to be readily carried and used by a single individual. It inflicts damage on targets by launching one or more projectiles driven by rapidly expanding high-pressure gas produced by exothermic combustion (deflagration) of chemical propellant. If gas pressurization is achieved through "mechanical" gas compression rather than through chemical propellant combustion, then the gun is technically an air gun, not a firearm. Some legal definitions of "firearm" are more broad, and may cover any and all projectile devices, or even other destructive devices.
The first primitive firearms originated in 10th-century China when bamboo tubes containing gunpowder and pellet projectiles were mounted on spears into the one-person-portable fire lance, which was later used as a shock weapon to good effect in the Siege of De'an in 1132. In the 13th century the Chinese invented the metal-barrelled hand cannon, widely considered the true ancestor of all firearms. The technology gradually spread through the rest of East Asia, South Asia, the Middle East, and Europe. Older firearms typically used black powder as a propellant, but modern firearms use smokeless powder or other propellants. Most modern firearms (with the notable exception of smoothbore shotguns) have rifled barrels to impart spin to the projectile for improved flight stability.
Modern firearms can be described by their caliber (i.e. their bore diameter; for pistols and rifles this is given in millimeters or inches e.g 7.5mm, .357 in.) or in the case of shotguns by their gauge (e.g. 12 ga., 20 ga.); by the type of action employed (muzzleloader, breechloader, lever, bolt, pump, revolver, semi-automatic, fully automatic, etc.) together with the usual means of deportment (hand-held or mechanical mounting). Further classification may make reference to the type of barrel used (rifled) and to the barrel length (24 inch), to the firing mechanism (e.g. matchlock, wheellock, flintlock, percussion lock), to the design's primary intended use (e.g. hunting rifle), or to the commonly accepted name for a particular variation (e.g. Gatling gun).
Shooters aim firearms at their targets with hand-eye coordination, using either iron sights or optical sights. The accurate range of pistols generally does not exceed , while most rifles are accurate to using iron sights, or to longer ranges using optical sights (firearm rounds may be dangerous or lethal well beyond their accurate range; the minimum distance for safety is much greater than the specified range). Purpose-built sniper rifles and anti-materiel rifles are accurate to ranges of more than .
Firearms include a variety of ranged weapons and there is no agreed-upon definition. Each country has its own #Legal_definitions.
Commonly, firearms are categorized into "heavy" and "light" weapons regarding their portability by foot soldiers. The term "small arms" generally refers to any kinetic-projectile firearm small and light enough to be carried and operated to full combat efficiency by a single infantryman. Such firearms include handguns such as revolvers, pistols and derringers, and long guns such as rifles (of which there are many subtypes such as anti-material rifles, sniper rifles, designated marksman rifles, battle rifles, assault rifles and carbines), shotguns, submachine guns, personal defense weapons, squad automatic weapons and light machine guns. In most colloquial usage, the word "firearm" is synonymous with a small arm.
The world's top small arms manufacturers are Browning, Remington, Colt, Ruger, Smith & Wesson, Savage, Mossberg (USA), Heckler & Koch, SIG Sauer, Walther (Germany), ČZUB (Czech Republic), Glock, Steyr-Mannlicher (Austria), FN Herstal (Belgium), Beretta (Italy), Norinco (China), Tula Arms and Kalashnikov (Russia), while former top producers included Mauser, Springfield Armory, and Rock Island Armory under Armscor (Philippines).
The smallest of all firearms is the handgun.
In South African law, a 'handgun' means a pistol or revolver which can be held in and discharged with one hand. In Australia, law considers as a handgun a firearm carry-able or concealable about the person; or
capable of being raised and fired by one hand; or not exceeding 65 centimeters
There are two common types of handguns: revolvers and semi-automatic pistols. Revolvers have a number of firing chambers or "charge holes" in a revolving cylinder; each chamber in the cylinder is loaded with a single cartridge or charge. Semi-automatic pistols have a single fixed firing-chamber machined into the rear of the barrel, and a magazine so they can be used to fire more than one round. Each press of the trigger fires a cartridge, using the energy of the cartridge to activate a mechanism so that the next cartridge may be fired immediately. This is opposed to "double-action" revolvers, which accomplish the same end using a mechanical action linked to the trigger pull.
With the invention of the revolver in 1818, handguns capable of holding multiple rounds became popular. Certain designs of auto-loading pistol appeared beginning in the 1870s and had largely supplanted revolvers in military applications by the end of World War I. By the end of the 20th century, most handguns carried regularly by military, police and civilians were semi-automatic, although revolvers were still widely used. Generally speaking, military and police forces use semi-automatic pistols due to their high magazine capacities and ability to rapidly reload by simply removing the empty magazine and inserting a loaded one. Revolvers are very common among handgun hunters because revolver cartridges are usually more powerful than similar caliber semi-automatic pistol cartridges (which are designed for self-defense) and the strength, simplicity and durability of the revolver design is well-suited to outdoor use. Revolvers, especially in .22 LR and 38 Special/357 Magnum, are also common concealed weapons in jurisdictions allowing this practice because their simple mechanics make them smaller than many autoloaders while remaining reliable. Both designs are common among civilian gun owners, depending on the owner's intention (self-defense, hunting, target shooting, competitions, collecting, etc.).
A long gun is generally any firearm that is larger than a handgun and is designed to be held and fired with both hands, while braced against either the hip or the shoulder for better stability. Long guns typically have a barrel length from (there are restrictions on minimum barrel length in many jurisdictions; maximum barrel length is usually a matter of practicality), that along with the receiver and trigger group is mounted into a wood, plastic, metal or composite "stock", composed of one or more pieces that form a foregrip, rear grip, and optionally (but typically) a shoulder mount called the "butt". Early long arms, from the Renaissance up to the mid-19th century, were generally smoothbore firearms that fired one or more ball shot, called muskets or arquebus depending on caliber and firing mechanism.
Most modern long guns are either rifles or shotguns. Both are the successors of the musket, diverging from their parent weapon in distinct ways. A rifle is so named for the spiral fluting (rifling) machined into the inner surface of its barrel, which imparts a self-stabilizing spin to the single bullets it fires. Shotguns are predominantly smoothbore firearms designed to fire a number of "shot"; pellet sizes commonly ranging between 2 mm #9 birdshot and 8.4 mm #00 (double-aught) buckshot. Shotguns are also capable of firing single slugs, or specialty (often "less lethal") rounds such as bean bags, tear gas or breaching rounds. Rifles have a very small impact area but a long range and high accuracy. Shotguns have a large impact area with considerably less range and accuracy. However, the larger impact area can compensate for reduced accuracy, since shot spreads during flight; consequently, in hunting, shotguns are generally used for flying game.
Rifles and shotguns are commonly used for hunting and often to defend a home or place of business. Usually, large game are hunted with rifles (although shotguns can be used, particularly with slugs), while birds are hunted with shotguns. Shotguns are sometimes preferred for defending a home or business due to their wide impact area, multiple wound tracks (when using buckshot), shorter range, and reduced penetration of walls (when using lighter shot), which significantly reduces the likelihood of unintended harm, although the handgun is also common.
There are a variety of types of rifles and shotguns based on the method they are reloaded. Bolt-action and lever-action rifles are manually operated. Manipulation of the bolt or the lever causes the spent cartridge to be removed, the firing mechanism recocked, and a fresh cartridge inserted. These two types of action are almost exclusively used by rifles. Slide-action (commonly called 'pump-action') rifles and shotguns are manually cycled by shuttling the foregrip of the firearm back and forth. This type of action is typically used by shotguns, but several major manufacturers make rifles that use this action.
Both rifles and shotguns also come in break-action varieties that do not have any kind of reloading mechanism at all but must be hand-loaded after each shot. Both rifles and shotguns come in single- and double-barreled varieties; however due to the expense and difficulty of manufacturing, double-barreled rifles are rare. Double-barreled rifles are typically intended for African big-game hunts where the animals are dangerous, ranges are short, and speed is of the essence. Very large and powerful calibers are normal for these firearms.
Rifles have been in nationally featured marksmanship events in Europe and the United States since at least the 18th century, when rifles were first becoming widely available. One of the earliest purely "American" rifle-shooting competitions took place in 1775, when Daniel Morgan was recruiting sharpshooters in Virginia for the impending American Revolutionary War. In some countries, rifle marksmanship is still a matter of national pride. Some specialized rifles in the larger calibers are claimed to have an accurate range of up to about , although most have considerably less. In the second half of the 20th century, competitive shotgun sports became perhaps even more popular than riflery, largely due to the motion and immediate feedback in activities such as skeet, trap and sporting clays.
In military use, bolt-action rifles with high-power scopes are common as sniper rifles, however by the Korean War the traditional bolt-action and semi-automatic rifles used by infantrymen had been supplemented by select-fire designs known as automatic rifles.
A carbine is a firearm similar to a rifle in form and intended usage, but generally shorter or smaller than the typical "full-size" hunting or battle rifle of a similar time period, and sometimes using a smaller or less-powerful cartridge. Carbines were and are typically used by members of the military in roles that are expected to engage in combat, but where a full-size rifle would be an impediment to the primary duties of that soldier (vehicle drivers, field commanders and support staff, airborne troops, engineers, etc.). Carbines are also common in law enforcement and among civilian owners where similar size, space and/or power concerns may exist. Carbines, like rifles, can be single-shot, repeating-action, semi-automatic or select-fire/fully automatic, generally depending on the time period and intended market. Common historical examples include the Winchester Model 1892, Lee–Enfield "Jungle Carbine", SKS, M1 carbine (no relation to the larger M1 Garand) and M4 carbine (a more compact variant of the current M16 rifle). Modern U.S. civilian carbines include compact customizations of the AR-15, Ruger Mini-14, Beretta Cx4 Storm, Kel-Tec SUB-2000, bolt-action rifles generally falling under the specifications of a scout rifle, and aftermarket conversion kits for popular pistols including the M1911 and Glock models.
A machine gun is a fully automatic firearm, most often separated from other classes of automatic weapons by the use of belt-fed ammunition (though some designs employ drum, pan or hopper magazines), generally in a rifle-inspired caliber ranging between 5.56×45mm NATO (.223 Remington) for a light machine gun to as large as .50 BMG or even larger for crewed or aircraft weapons. Although not widely fielded until World War I, early machine guns were being used by militaries in the second half of the 19th century. Notables in the U.S. arsenal during the 20th century included the M2 Browning .50 caliber heavy machine gun, M1919 Browning .30 caliber medium machine gun, and the M60 7.62×51mm NATO general-purpose machine gun which came into use around the Vietnam War. Machine guns of this type were originally defensive firearms crewed by at least two men, mainly because of the difficulties involved in moving and placing them, their ammunition, and their tripod. In contrast, modern light machine guns such as the FN Minimi are often wielded by a single infantryman. They provide a large ammunition capacity and a high rate of fire, and are typically used to give suppressing fire during infantry movement. Accuracy on machine guns varies based on a wide number of factors from design to manufacturing tolerances, most of which have been improved over time. Machine guns are often mounted on vehicles or helicopters, and have been used since World War I as offensive firearms in fighter aircraft and tanks (e.g. for air combat or suppressing fire for ground troop support).
The definition of machine gun is different in U.S. law. The National Firearms Act and Firearm Owners Protection Act define a "machine gun" in the United States code "Title 26, Subtitle E, Chapter 53, Subchapter B, Part 1, § 5845" as:
"... any firearm which shoots ... automatically more than one shot, without manual reloading, by a single function of the trigger". "Machine gun" is therefore largely synonymous with "automatic weapon" in the U.S. civilian parlance, covering all automatic firearms.
The definition of a sniper rifle is disputed among military, police and civilian observers alike, however most generally define a “sniper rifle” as a high powered, semi-automatic/bolt action, precision rifle with an accurate range further than that of a standard rifle. These are often purpose-built for their applications. For example, a police sniper rifle may differ in specs from a military rifle. Police snipers generally do not engage targets at extreme range, but rather, a target at medium range. They may also have multiple targets within the shorter range, and thus a semi-automatic model is preferred to a bolt action. They also may be more compact than milspec rifles as police marksmen may need more portability. On the other hand, a military rifle is more likely to use a higher powered cartridge to defeat body armor or medium-light cover. They are more commonly (but not a lot more) bolt-action, as they are simpler to build and maintain. Also, due to fewer moving and overall parts, they are much more reliable under adverse conditions. They may also have a more powerful scope to acquire targets further away. Overall, sniper units never became prominent until World War 1, when the Germans displayed their usefulness on the battlefield. Since then, they have become irrevocably embedded in warfare. Examples of sniper rifles include the Accuracy International AWM, Sako TRG-42 and the CheyTac M200. Examples of specialized sniper cartridges include the .338 Lapua Magnum, .300 Winchester Magnum, and .408 CheyTac rounds.
A submachine gun is a magazine-fed firearm, usually smaller than other automatic firearms, that fires pistol-caliber ammunition; for this reason certain submachine guns can also be referred to as "machine pistols", especially when referring to handgun-sized designs such as the Škorpion vz. 61 and Glock 18. Well-known examples are the Israeli Uzi and Heckler & Koch MP5 which use the 9×19mm Parabellum cartridge, and the American Thompson submachine gun which fires .45 ACP. Because of their small size and limited projectile penetration compared to high-power rifle rounds, submachine guns are commonly favored by military, paramilitary and police forces for close-quarters engagements such as inside buildings, in urban areas or in trench complexes.
Submachine guns were originally about the size of carbines. Because they fire pistol ammunition, they have limited long-range use, but in close combat can be used in fully automatic in a controllable manner due to the lighter recoil of the pistol ammunition. They are also extremely inexpensive and simple to build in time of war, enabling a nation to quickly arm its military. In the latter half of the 20th century, submachine guns were being miniaturized to the point of being only slightly larger than some large handguns. The most widely used submachine gun at the end of the 20th century was the Heckler & Koch MP5. The MP5 is actually designated as a "machine pistol" by Heckler & Koch (MP5 stands for "Maschinenpistole 5", or Machine Pistol 5), although some reserve this designation for even smaller submachine guns such as the MAC-10 and Glock 18, which are about the size and shape of pistols.
An automatic rifle is a magazine-fed firearm, wielded by a single infantryman, that is chambered for rifle cartridges and capable of automatic fire. The M1918 Browning Automatic Rifle was the first U.S. infantry weapon of this type, and was generally used for suppressive or support fire in the role now usually filled by the light machine gun. Other early automatic rifles include the Fedorov Avtomat and the Huot Automatic Rifle. Later, German forces fielded the Sturmgewehr 44 during World War II, a light automatic rifle firing a reduced power "intermediate cartridge". This design was to become the basis for the "assault rifle" subclass of automatic weapons, as contrasted with "battle rifles", which generally fire a traditional "full-power" rifle cartridge.
In World War II, Germany introduced the StG 44, and brought to the forefront of firearm technology what eventually became the class of firearm most widely adopted by the military, the assault rifle. An assault rifle is usually slightly smaller than a battle rifle such as the American M14, but the chief differences defining an assault rifle are select-fire capability and the use of a rifle round of lesser power, known as an intermediate cartridge.
Soviet engineer Mikhail Kalashnikov quickly adapted the German concept, using a less-powerful 7.62×39mm cartridge derived from the standard 7.62×54mmR Russian battle rifle round, to produce the AK-47, which has become the world's most widely used assault rifle. Soon after World War II, the Automatic Kalashnikov AK-47 assault rifle began to be fielded by the Soviet Union and its allies in the Eastern Bloc, as well as by nations such as China, North Korea, and North Vietnam.
In the United States, the assault rifle design was later in coming; the replacement for the M1 Garand of WWII was another John Garand design chambered for the new 7.62×51mm NATO cartridge; the select-fire M14, which was used by the U.S. military until the 1960s. The significant recoil of the M14 when fired in full-automatic mode was seen as a problem as it reduced accuracy, and in the 1960s it was replaced by Eugene Stoner's AR-15, which also marked a switch from the powerful .30 caliber cartridges used by the U.S. military up until early in the Vietnam War to the much less powerful but far lighter and light recoiling .223 caliber (5.56mm) intermediate cartridge. The military later designated the AR-15 as the "M16". The civilian version of the M16 continues to be known as the AR-15 and looks exactly like the military version, although to conform to B.A.T.F.E. regulations in the U.S., it lacks the mechanism that permits fully automatic fire.
Variants of both of the M16 and AK-47 are still in wide international use today, though other automatic rifle designs have since been introduced. A smaller version of the M16A2, the M4 carbine, is widely used by U.S. and NATO tank and vehicle crews, airbornes, support staff, and in other scenarios where space is limited. The IMI Galil, an Israeli-designed weapon based on the action of the AK-47, is in use by Israel, Italy, Burma, the Philippines, Peru, and Colombia. Swiss Arms of Switzerland produces the SIG SG 550 assault rifle used by France, Chile, and Spain among others, and Steyr Mannlicher produces the AUG, a bullpup rifle in use in Austria, Australia, New Zealand, Ireland, and Saudi Arabia among other nations.
Modern designs call for compact weapons retaining firepower. The bullpup design, by mounting the magazine behind the trigger, unifies the accuracy and firepower of the traditional assault rifle with the compact size of the submachine gun (though submachine guns are still used); examples are the French FAMAS and the British SA80.
A recently developed class of firearm is the personal defense weapon or PDW, which is in simplest terms a submachine gun designed to fire ammunitions with ballistic performance similar to rifle cartridges. While a submachine gun is desirable for its compact size and ammunition capacity, its pistol cartridges lack the penetrating capability of a rifle round. Conversely, rifle bullets can pierce light armor and are easier to shoot accurately, but even a carbine such as the Colt M4 is larger and/or longer than a submachine gun, making it harder to maneuver in close quarters. The solution many firearms manufacturers have presented is a weapon resembling a submachine gun in size and general configuration, but which fires a higher-powered armor-penetrating round (often specially designed for the weapon), thus combining the advantages of a carbine and submachine gun. This also earned the PDWs an infrequently used nickname — the submachine carbines. The FN P90 and Heckler & Koch MP7 are most famous examples of PDWs.
Battle rifles are another subtype of rifle, usually defined as selective fire rifles that use full power rifle cartridges, examples of which include the 7.62x51mm NATO, 7.92x57mm Mauser, and 7.62x54mmR. These serve similar purposes to assault rifles, as they both are usually employed by ground infantry. However, some prefer battle rifles due to their more powerful cartridge, despite added recoil. Some semi-automatic sniper rifles are configured from battle rifles.
Firearms are also categorized by their functioning cycle or "action" which describes its loading, firing, and unloading cycle.
The earliest evolution of the firearm, there are many types of manual action firearms. These can be divided into two basic categories: single shot and repeating.
A single shot firearm can only be fired once per equipped barrel before it must be reloaded or charged via an external mechanism or series of steps. A repeating firearm can be fired multiple times, but can only be fired once with each subsequent pull of the trigger. Between trigger pulls, the firearm's action must be reloaded or charged via an internal mechanism.
A gun which has a lever that is pulled down then back up to load.
Pump action weapons are primarily shotguns. A pump action is created when the user slides a lever (usually a grip) and it brings a new round in the chamber while expelling the old one.
A semi-automatic, self-loading, or "auto loader" firearm is one that performs all steps necessary to prepare it for firing again after a single discharge, until cartridges are no longer available in the weapon's feed device or magazine. Auto loaders fire one round with each pull of the trigger. Some people confuse the term with "fully automatic" firearms. (See next.) While some semi-automatic rifles may resemble military-style firearms, they are not properly classified "Assault Weapons" which refers to those that continue to fire until the trigger is no longer depressed.
An "automatic" firearm, or "fully automatic", "fully auto", or "full auto", is generally defined as one that continues to load and fire cartridges from its magazine as long as the trigger is depressed (and until the magazine is depleted of available ammunition.) The first weapon generally considered in this category is the Gatling gun, originally a carriage-mounted, crank-operated firearm with multiple rotating barrels that was fielded in the American Civil War. The modern trigger-actuated machine gun began with various designs developed in the late 19th century and fielded in World War I, such as the Maxim gun, Lewis Gun, and MG 08 "Spandau". Most automatic weapons are classed as long guns (as the ammunition used is of similar type as for rifles, and the recoil of the weapon's rapid fire is better controlled with two hands), but handgun-sized automatic weapons also exist, generally in the "submachine gun" or "machine pistol" class.
Selective fire, or "select fire", means the capability of a weapon's fire control to be adjusted in either semi-automatic, fully automatic firing modes, or 3 round burst. The modes are chosen by means of a selector, which varies depending on the weapon's design. Some selective-fire weapons have burst fire mechanisms built in to limit the maximum number of shots fired in fully automatic mode, with most common limits being two or three rounds per trigger pull. The presence of selective-fire modes on firearms allows more efficient use of ammunition for specific tactical needs, either precision-aimed or suppressive fire. This capability is most commonly found on military weapons of the 20th and 21st centuries, most notably the assault rifles.
The first primitive firearms were invented about 1250 AD in China when the man-portable fire lance (a bamboo or metal tube that could shoot ignited gunpowder) was combined with projectiles such as scrap metal, broken porcelain, or darts/arrows.
The earliest depiction of a firearm is a sculpture from a cave in Sichuan, China. The sculpture dates to the 12th century and is of a figure carrying a vase-shaped bombard, with flames and a cannonball coming out of it. The oldest surviving gun, a hand cannon made of bronze, has been dated to 1288 because it was discovered at a site in modern-day Acheng District, Heilongjiang, China, where the "Yuan Shi" records that battles were fought at that time. The firearm had a 6.9 inch barrel of a 1-inch diameter, a 2.6 inch chamber for the gunpowder and a socket for the firearm's handle. It is 13.4 inches long and 7.8 pounds without the handle, which would have been made of wood.
The Arabs and Mamluks had firearms in the late 13th century. In the 14th century, firearms were obtained by the Europeans. The Koreans adopted firearms from the Chinese in the 14th century. The Iranians (first Aq Qoyunlu and Safavids) and Indians (first Mughals) all got them no later than the 15th century, from the Ottoman Turks. The people of Nusantara archipelago of Southeast Asia used long arquebus at least by the last quarter of 15th century.
Eventhough the knowledge of making gunpowder-based weapon in Nusantara archipelago has been known after the failed Mongol invasion of Java (1293), and the predecessor of firearms, the pole gun (bedil tombak), was recorded as being used by Java in 1413, the knowledge of making "true" firearms came much later, after the middle of 15th century. It was brought by the Islamic nations of West Asia, most probably the Arabs. The precise year of introduction is unknown, but it may be safely concluded to be no earlier than 1460. Before the arrival of the Portuguese in Southeast Asia, the natives already possessed primitive firearms, the Java arquebus.
The technology of firearm in Southeast Asia further improved after the Portuguese capture of Malacca (1511). Starting in the 1513, the tradition of German-Bohemian gun making were merged with Turkish gun making traditions. This resulted in Indo-Portuguese tradition of matchlocks. Indian craftsmen modified the design by introducing a very short, almost pistol-like buttstock held against the cheek, not the shoulder, when aiming. They also reduced the caliber and made the gun lighter and more balanced. This was a hit with the Portuguese who did a lot of fighting aboard ship and on river craft, and valued a more compact gun. The Malay gunfounders, compared as being in the same level with those of Germany, quickly adapted these new firearms, and thus a new type of arquebus, the istinggar, appeared. The Japanese did not acquire firearms until the 16th century, and then from the Portuguese rather than the Chinese.
The development behind firearms accelerated during the 19th and 20th centuries. Breech-loading became more or less a universal standard for the reloading of most hand-held firearms and continues to be so with some notable exceptions (such as mortars). Instead of loading individual rounds into weapons, magazines holding multiple munitions were adopted—these aided rapid reloading. Automatic and semi-automatic firing mechanisms meant that a single soldier could fire many more rounds in a minute than a vintage weapon could fire over the course of a battle. Polymers and alloys in firearm construction made weaponry progressively lighter and thus easier to deploy. Ammunition changed over the centuries from simple metallic ball-shaped projectiles that rattled down the barrel to bullets and cartridges manufactured to high precision. Especially in the past century has particular attention been devoted to accuracy and sighting to make firearms altogether far more accurate than ever before. More than any single factor though, firearms have proliferated due to the advent of mass production—enabling arms manufacturers to produce large quantities of weaponry to a consistent standard.
Velocities of bullets increased with the use of a "jacket" of a metal such as copper or copper alloys that covered a lead core and allowed the bullet to glide down the barrel more easily than exposed lead. Such bullets are designated as "full metal jacket" (FMJ). Such FMJ bullets are less likely to fragment on impact and are more likely to traverse through a target while imparting less energy. Hence, FMJ bullets impart less tissue damage than non-jacketed bullets that expand. (Dougherty and Eidt, 2009) This led to their adoption for military use by countries adhering to the Hague Convention in 1899.
That said, the basic principle behind firearm operation remains unchanged to this day. A musket of several centuries ago is still similar in principle to a modern-day assault rifle—using the expansion of gases to propel projectiles over long distances—albeit less accurately and rapidly.
The Chinese fire lance from the 10th century was the direct predecessor to the modern concept of the firearm. It was not a gun itself, but an addition to the soldiers' spears. Originally it consisted of paper or bamboo barrels that would have incendiary gunpowder within it, that could be lit one time and would project flames at the enemy. Sometimes the Chinese troops would place small projectiles within the barrel that would also be projected when the gunpowder was lit, but most of the explosive force would create flames. Later, the barrel was changed to be made of metal, so that a more explosive gunpowder could be used and put more force into the propulsion of the projectile.
The original predecessor of all firearms, the Chinese fire lance and hand cannon were loaded with gunpowder and the shot (initially lead shot, later replaced by cast iron) through the muzzle, while a fuse was placed at the rear. This fuse was lit, causing the gunpowder to ignite and propel the cannonball. In military use, the standard hand cannon was tremendously powerful, while also being somewhat useless due to relative inability of the gunner to aim the weapon, or control the ballistic properties of the projectile. Recoil could be absorbed by bracing the barrel against the ground using a wooden support, the forerunner of the stock. Neither the quality or amount of gunpowder, nor the consistency in projectile dimensions were controlled, with resulting inaccuracy in firing due to windage, variance in gunpowder composition, and the difference in diameter between the bore and the shot. The hand cannons were replaced by lighter carriage-mounted artillery pieces, and ultimately the arquebus.
Muzzle-loading muskets (smooth-bored long guns) were among the first firearms developed. The firearm was loaded through the muzzle with gunpowder, optionally some wadding and then a bullet (usually a solid lead ball, but musketeers could shoot stones when they ran out of bullets). Greatly improved muzzleloaders (usually rifled instead of smooth-bored) are manufactured today and have many enthusiasts, many of whom hunt large and small game with their guns. Muzzleloaders have to be manually reloaded after each shot; a skilled archer could fire multiple arrows faster than most early muskets could be reloaded and fired, although by the mid-18th century, when muzzleloaders became the standard small armament of the military, a well-drilled soldier could fire six rounds in a minute using prepared cartridges in his musket. Before then, effectiveness of muzzleloaders was hindered by both the low reloading speed and, before the firing mechanism was perfected, the very high risk posed by the firearm to the person attempting to fire it.
One interesting solution to the reloading problem was the "Roman Candle Gun" with superposed loads. This was a muzzleloader in which multiple charges and balls were loaded one on top of the other, with a small hole in each ball to allow the subsequent charge to be ignited after the one ahead of it was ignited. It was neither a very reliable nor popular firearm, but it enabled a form of "automatic" fire long before the advent of the machine gun.
Most early firearms were muzzle-loading. This form of loading has several disadvantages, such as a slow rate of fire and having to expose oneself to enemy fire to reload as the weapon had to be pointed upright so the powder could be poured through the muzzle into the breech followed by the ramming the projectile into the breech. As effective methods of sealing the breech were developed through the development of sturdy, weatherproof, self-contained metallic cartridges, muzzle-loaders were replaced by single-shot breech loaders. Eventually single-shot weapons were replaced by the following repeater type weapons.
Many firearms made in the late 19th century through the 1950s used internal magazines to load the cartridge into the chamber of the weapon. The most notable and revolutionary weapons of this period appeared during the U.S. Civil War and they were the Spencer and Henry repeating rifles. Both used fixed tubular magazines, the former having the magazine in the buttstock and the latter under the barrel which allowed a larger capacity. Later weapons used fixed box magazines that could not be removed from the weapon without disassembling the weapon itself. Fixed magazines permitted the use of larger cartridges and eliminated the hazard of having the bullet of one cartridge butting next to the primer or rim of another cartridge. These magazines are loaded while they are in the weapon, often using a stripper clip. A clip is used to transfer cartridges into the magazine. Some notable weapons that use internal magazines include the Mosin–Nagant, the Mauser Kar 98k, the Springfield M1903, the M1 Garand, and the SKS. Firearms that have internal magazines are usually, but not always, rifles. Some exceptions to this include the Mauser C96 pistol, which uses an internal magazine, and the Breda 30, an Italian light machine gun.
Many modern firearms use what are called detachable or box magazines as their method of chambering a cartridge. Detachable magazines can be removed from the weapon without disassembling the firearms, usually by pushing the magazine release.
A belt or ammunition belt is a device used to retain and feed cartridges into a firearm commonly used on machine guns. Belts were originally composed of canvas or cloth with pockets spaced evenly to allow the belt to be mechanically fed into the gun. These designs were prone to malfunctions due to the effects of oil and other contaminants altering the belt. Later belt designs used permanently connected metal links to retain the cartridges during feeding. These belts were more tolerant to exposure to solvents and oil. Some notable weapons that use belts are the M240, the M249, the M134 Minigun, and the PK Machine Gun.
Matchlocks were the first and simplest firearms firing mechanisms developed. Using the matchlock mechanism, the powder in the gun barrel was ignited by a piece of burning cord called a "match". The match was wedged into one end of an S-shaped piece of steel. As the trigger (often actually a lever) was pulled, the match was brought into the open end of a "touch hole" at the base of the gun barrel, which contained a very small quantity of gunpowder, igniting the main charge of gunpowder in the gun barrel. The match usually had to be relit after each firing. The main parts to the matchlock firing mechanism are the pan, match, arm and trigger. A benefit of the pan and arm swivel being moved to the side of the gun was it gave a clear line of fire. An advantage to the matchlock firing mechanism is that it did not misfire. However, it also came with some disadvantages. One disadvantage was if it was raining the match could not be kept lit to fire the weapon. Another issue with the match was it could give away the position of soldiers because of the glow, sound, and smell. While European pistols were equipped with wheellock and flintlock mechanism, Asian pistols were equipped with matchlock mechanism.
The wheellock action, a successor to the matchlock, predated the flintlock. Despite its many faults, the wheellock was a significant improvement over the matchlock in terms of both convenience and safety, since it eliminated the need to keep a smoldering match in proximity to loose gunpowder. It operated using a small wheel much like that on cigarette lighters which was wound up with a key before use and which, when the trigger was pulled, spun against a flint, creating the shower of sparks that ignited the powder in the touch hole. Supposedly invented by Leonardo da Vinci, the Italian Renaissance man, the wheellock action was an innovation that was not widely adopted due to the high cost of the clockwork mechanism.
The flintlock action was a major innovation in firearm design. The spark used to ignite the gunpowder in the touch hole was supplied by a sharpened piece of flint clamped in the jaws of a "cock" which, when released by the trigger, struck a piece of steel called the "frizzen" to create the necessary sparks. (The spring-loaded arm that holds a piece of flint or pyrite is referred to as a cock because of its resemblance to a rooster.) The cock had to be manually reset after each firing, and the flint had to be replaced periodically due to wear from striking the frizzen. (See also flintlock mechanism, snaphance, Miquelet lock) The flintlock was widely used during the 17th, 18th, and 19th centuries in both muskets and rifles.
Percussion caps (caplock mechanisms), coming into wide service in the early 19th century, were a dramatic improvement over flintlocks. With the percussion cap mechanism, the small primer charge of gunpowder used in all preceding firearms was replaced by a completely self-contained explosive charge contained in a small brass "cap". The cap was fastened to the touch hole of the gun (extended to form a "nipple") and ignited by the impact of the gun's "hammer". (The hammer is roughly the same as the cock found on flintlocks except that it does not clamp onto anything.) In the case of percussion caps the hammer was hollow on the end to fit around the cap in order to keep the cap from fragmenting and injuring the shooter.
Once struck, the flame from the cap in turn ignited the main charge of gunpowder, as with the flintlock, but there was no longer any need to charge the touch hole with gunpowder, and even better, the touch hole was no longer exposed to the elements. As a result, the percussion cap mechanism was considerably safer, far more weatherproof, and vastly more reliable (cloth-bound cartridges containing a premeasured charge of gunpowder and a ball had been in regular military service for many years, but the exposed gunpowder in the entry to the touch hole had long been a source of misfires). All muzzleloaders manufactured since the second half of the 19th century use percussion caps except those built as replicas of the flintlock or earlier firearms.
Frenchman Louis-Nicolas Flobert invented the first rimfire metallic cartridge in 1845. His cartridge consisted of a percussion cap with a bullet attached to the top. Flobert then made what he called "parlor guns" for this cartridge, as these rifles and pistols were designed to be shot in indoor shooting parlors in large homes. These 6mm Flobert cartridges, do not contain any powder, the only propellant substance contained in the cartridge is the percussion cap. In English-speaking countries, the 6mm Flobert cartridge corresponds to .22 BB Cap and .22 CB Cap ammunition. These cartridges have a relatively low muzzle velocity of around 700 ft/s (210 m/s).
This was major innovation in firearms ammunition, previously delivered as separate bullets and powder, was combined in a single metallic (usually brass) cartridge containing a percussion cap, powder, and a bullet in one weatherproof package. The main technical advantage of the brass cartridge case was the effective and reliable sealing of high pressure gasses at the breech, as the gas pressure forces the cartridge case to expand outward, pressing it firmly against the inside of the gun barrel chamber. This prevents the leakage of hot gas which could injure the shooter. The brass cartridge also opened the way for modern repeating arms, by uniting the bullet, gunpowder and primer into one assembly that could be fed reliably into the breech by a mechanical action in the firearm.
Before this, a "cartridge" was simply a premeasured quantity of gunpowder together with a ball in a small cloth bag (or rolled paper cylinder), which also acted as wadding for the charge and ball. This early form of cartridge had to be rammed into the muzzleloader's barrel, and either a small charge of gunpowder in the touch hole or an external percussion cap mounted on the touch hole ignited the gunpowder in the cartridge. Cartridges with built-in percussion caps (called "primers") continue to this day to be the standard in firearms. In cartridge-firing firearms, a hammer (or a firing pin struck by the hammer) strikes the cartridge primer, which then ignites the gunpowder within. The primer charge is at the base of the cartridge, either within the rim (a "rimfire" cartridge) or in a small percussion cap embedded in the center of the base (a "centerfire" cartridge). As a rule, centerfire cartridges are more powerful than rimfire cartridges, operating at considerably higher pressures than rimfire cartridges. Centerfire cartridges are also safer, as a dropped rimfire cartridge has the potential to discharge if its rim strikes the ground with sufficient force to ignite the primer. This is practically impossible with most centerfire cartridges.
Nearly all contemporary firearms load cartridges directly into their breech. Some additionally or exclusively load from a magazine that holds multiple cartridges. A magazine is defined as a part of the firearm which exists to store ammunition and assist in its feeding by the action into the breech (such as through the rotation of a revolver's cylinder or by spring-loaded platforms in most pistol and rifle designs). Some magazines, such as that of most centerfire hunting rifles and all revolvers, are internal to and inseparable from the firearm, and are loaded by using a "clip". A clip, often mistakingly used to refer to a detachable "magazine", is a device that holds the ammunition by the rim of the case and is designed to assist the shooter in reloading the firearm's magazine. Examples include revolver speedloaders, the stripper clip used to aid loading rifles such as the Lee–Enfield or Mauser 98, and the en-bloc clip used in loading the M1 Garand. In this sense, "magazines" and "clips", though often used synonymously, refer to different types of devices.
Many firearms are "single shot": i.e., each time a cartridge is fired, the operator must manually re-cock the firearm and load another cartridge. The classic single-barreled shotgun is a good example. A firearm that can load multiple cartridges as the firearm is re-cocked is considered a "repeating firearm" or simply a "repeater". A lever-action rifle, a pump-action shotgun, and most bolt-action rifles are good examples of repeating firearms. A firearm that automatically re-cocks and reloads the next round with each trigger pull is considered a semi-automatic or autoloading firearm.
The first "rapid firing" firearms were usually similar to the 19th century Gatling gun, which would fire cartridges from a magazine as fast as and as long as the operator turned a crank. Eventually, the "rapid" firing mechanism was perfected and miniaturized to the extent that either the recoil of the firearm or the gas pressure from firing could be used to operate it, thus the operator needed only to pull a trigger (which made the firing mechanisms truly "automatic"). An automatic (or "fully automatic") firearm is one that automatically re-cocks, reloads, and fires as long as the trigger is depressed. An automatic firearm is capable of firing multiple rounds with one pull of the trigger. The Gatling gun may have been the first automatic weapon, though the modern trigger-actuated machine gun was not widely introduced until the First World War with the German "Spandau" and British Lewis Gun. Automatic rifles such as the Browning Automatic Rifle were in common use by the military during the early part of the 20th century, and automatic rifles that fired handgun rounds, known as submachine guns, also appeared in this time. Many modern military firearms have a selective fire option, which is a mechanical switch that allows the firearm be fired either in the semi-automatic or fully automatic mode. In the current M16A2 and M16A4 variants of the U.S.-made M16, continuous fully automatic fire is not possible, having been replaced by an automatic burst of three cartridges (this conserves ammunition and increases controllability). Automatic weapons are largely restricted to military and paramilitary organizations, though many automatic designs are infamous for their use by civilians.
Firearm hazard is quite notable, with a significant impact on the health system. In 2001, for quantification purpose, it was estimated that the cost of fatalities and injuries was US$ 4700 million per year in Canada (US$ 170 per Canadian) and US$ 100,000 million per year in the USA (US$ 300 per American).
In the 52 high- and middle-income countries counting 1400 million population and not engaged in civil conflict, fatalities due to firearm injuries are estimated at 115 000 people a year, in the 1990s
Assault by firearm resulted in 173,000 deaths, globally, in 2015, up from 128,000 deaths in 1990, however this represents a drop in rate from 2.41/100,000 in 1990 to 2.35/100,000 in 2015, as world population has increased by more than two billion. Additionally, there were 32,000 unintentional firearm global deaths in 2015.
In 2017, there were 39,773 gun-related deaths in the United States; over 60% were from firearms. Firearms are the second leading mechanism of injury deaths after motor vehicle accidents.
In those 52 countries, firearm is the first method used for homicide (two thirds) but only the second method for suicide (20%)
To prevent unintentional injury, gun safety training includes education on proper firearm storage and firearm-handling etiquette.
Based on US data, it is estimated that three people are injured for one killed.
A common hazard of repeated firearm use is noise-induced hearing loss (NIHL). NIHL can result from long-term exposure to noise or from high intensity impact noises such as gunshots. Individuals who shoot guns often have a characteristic pattern of hearing loss referred to as "shooters ear". They often have a high frequency loss with better hearing in the low frequencies and one ear is typically worse than the other. The ear on the side the shooter is holding the gun will receive protection from the sound wave from the shoulder while the other ear remains unprotected and more susceptible to the full impact of the sound wave.
The intensity of a gunshot does vary; lower caliber guns are typically on the softer side while higher caliber guns are often louder. The intensity of a gunshot though typically ranges from 140dB to 175dB. Indoor shooting also causes loud reverberations which can also be as damaging as the actual gunshot itself . According to the National Institute on Deafness and Other Communication Disorders noise above 85dB can begin to cause hearing loss. While many sounds cause damage over time, at the intensity level of a gunshot (140dB or louder), damage to the ear can occur instantly.
Hearing protection is the only way to protect the ears against damage from gunfire as there is no option for the shooter to be further from the sound source or to reduce the intensity to a safe level. If possible, observers should attempt to move away, but hearing protection is often still necessary. Different types of shooters may benefit from different types of hearing protection. When target practicing it is recommended to wear an insert plug as well as an over the ear muff . Hunters are recommended to wear electronic type hearing protection which can amplify soft sounds like leaves crunching while reducing the intensity of the gunshot. Custom hearing protection can also be effective and is typically recommended for individuals who are skeet shooting. Hearing protection does have limitations though, and due to the high intensity of guns it is certainly possible for shooters to still develop hearing loss. However, hearing protection typically reduces the amount of damage the ear sustains even if it cannot completely protect the ear.
Firearms include a variety of ranged weapons and there is no agreed-upon definition.
For instance English language laws of big legal entities such as the United States, India the European Union and Canada use different definitions.
Other English language definitions are provided by international treaties.
In the United States, under 26 USCA § 861 (a), the term ‘‘firearm’’ means
In India, the arms act, 1959, provides a definition of firearms where "firearms" means arms of any description designed or adapted to discharge a projectile or projectiles of any kind by the action of any explosive or other forms of energy, and includes:
In the European Union, a European Directive amended by EU directive 2017/853 set minimum standards regarding civilian firearms acquisition and possession that EU Member States must implement into their national legal systems. In this context, since 2017, firearms are considered as "any portable barrelled weapon that expels, is designed to expel or may be converted to expel a shot, bullet or projectile by the action of a combustible propellant".
For legal reasons, objects can be considered as a firearm if they have the appearance of a firearm or are made in a way which make possible to convert them to a firearm. Member states may be allowed to exclude from their gun control law items such as antique weapons, or specific purposes items which can only be used for that sole purpose.
In Canada, firearms are defined by the Criminal Code:
Australia has a definition of firearms in its 1996 legal act:
In south Africa, Firearms Control Act [No. 60 of 2000] defines firearm since June 2001, with a 2006 amendment of the definition:
An inter-american convention defines firearms as:
An international UN protocol on firearms considers that
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History of Iraq
Iraq is the name of the state that currently partially encompasses the territory of the civilization of ancient Mesopotamia. This civilization came into being between the Tigris and Euphrates rivers. These rivers flow into the Persian Gulf, through the State of Iraq. The Hashemite Kingdom of Iraq, also known as Mandatory Iraq in its early phase, was established by the Anglo-Iraqi treaty of 1922 resulting from the 1920 Iraqi revolt against British rule. It is centered in Lower Mesopotamia (corresponding to historical Babylonia, later also known as "ʿIrāq-i ʿArab") but also includes part of Upper Mesopotamia and of the Syrian Desert and the Arabian Desert. The history of this area has witnessed some of the world's earliest writing, literature, sciences, mathematics, laws and philosophies; hence its common epithet, the Cradle of Civilization.
As part of the larger Fertile Crescent, Mesopotamia saw the earliest emergence of civilization in the Neolithic (the Ubaid period) Age and formed a significant part of the Ancient Near East throughout the Bronze Age and the Iron Age (Sumerian, Akkadian, Babylonian and Assyrian). After the fall of the Neo-Babylonian Empire, Mesopotamia fell under Persian and then Greek rule. By the 3rd century, when it was once again under Persian (Sassanid) control, the earlier population was increasingly displaced by Arabs, and the Arabic name "al-ʿIrāq" dates to about this time. The Sassanid Empire was destroyed by the Islamic conquests and displaced by the Rashidun Caliphate in the 7th century. Baghdad became the center of the "Islamic Golden Age" under the Abbasid Caliphate during the 9th century. Baghdad's rapid growth stagnated in the 10th century due to the Buwayhid and Seljuq invasions, but it remained of central importance until the Mongol invasion of 1258. After this, Iraq became a province of the Turco-Mongol Ilkhanate and declined in importance. After the disintegration of the Ilkhanate, Iraq was ruled by the Jalairids and Kara Koyunlu until its eventual absorption into the Ottoman Empire in the 16th century, intermittently falling under Iranian Safavid and Mamluk control.
Ottoman rule ended with World War I, and the British Empire administered Iraq as Mandatory Iraq until the establishment of the Kingdom of Iraq in 1933. A republic formed in 1958 following a coup d'état. Saddam Hussein governed from 1968 to 2003, into which period fall the Iran–Iraq War and the Gulf War. Saddam Hussein was deposed following the 2003 US-led invasion of the country. Over the following years, Iraq came to the brink of civil war, and the situation deteriorated in 2011. By 2015, Iraq was effectively divided, the central and southern part being controlled by the government, the northwest by the Kurdistan Regional Government and the western part by the Islamic State of Iraq and the Levant. ISIS was expelled from Iraq in 2017, but continued fighting in an insurgency.
During 1957–1961 Shanidar Cave was excavated by Ralph Solecki and his team from Columbia University, and nine skeletons of Neanderthal man of varying ages and states of preservation and completeness (labelled Shanidar I–IX) were discovered dating from 60,000–80,000 years BP. A tenth individual was recently discovered by M. Zeder during examination of a faunal assemblage from the site at the Smithsonian Institution. The remains seemed to Zeder to suggest that Neanderthals had funeral ceremonies, burying their dead with flowers (although the flowers are now thought to be a modern contaminant), and that they took care of injured and elderly individuals.
Mesopotamia is the site of the earliest developments of the Neolithic Revolution from around 10,000 BC. It has been identified as having "inspired some of the most important developments in human history including the invention of the wheel, the planting of the first cereal crops and the development of cursive script, Mathematics, Astronomy and Agriculture."
Sumer emerged as the civilization of Lower Mesopotamia out of the prehistoric Ubaid period (mid-6th millennium BC) in the Early Bronze Age (Uruk period)
Classical Sumer ends with the rise of the Akkadian Empire in the 24th century BC. Following the Gutian period, there is a brief Sumerian renaissance in the 21st century, cut short in the 20th century BC by Amorite invasion. The Amorite dynasty of Isin persisted until c. 1600 BC, when southern Mesopotamia was united under Kassite Babylonian rule.
The north of Mesopotamia had become the Akkadian-speaking state of Assyria by the late 25th century BC. Along with the rest of Mesopotamia it was ruled by Akkadian kings from the late 24th to mid 22nd centuries BC, after which it once again became independent.
Babylonia was a state in Lower Mesopotamia with Babylon as its capital. It was founded as an independent state by an Amorite king named Sumuabum in 1894 BC. During the 3rd millennium BCE, there developed a very intimate cultural symbiosis between the Sumerians and the Akkadians, which included widespread bilingualism.
Akkadian gradually replaced Sumerian as the spoken language of Mesopotamia somewhere around the turn of the 3rd and the 2nd millennium BC, but Sumerian continued to be used as a written or ceremonial language in Mesopotamia well into the period of classical antiquity.
Babylonia emerged from the Amorite dynasties (c. 1900 BC) when Hammurabi (c. 1792–1750 BC), unified the territories of the former kingdoms of Sumer and Akkad.
During the early centuries of what is called the "Amorite period", the most powerful city states were Isin and Larsa, although Shamshi-Adad I came close to uniting the more northern regions around Assur and Mari. One of these Amorite dynasties was established in the city-state of Babylon, which would ultimately take over the others and form the first Babylonian empire, during what is also called the Old Babylonian Period.
Assyria was an Akkadian (East Semitic) kingdom in Upper Mesopotamia, that came to rule regional empires a number of times through history. It was named for its original capital, the ancient city of Assur (Akkadian "").
Of the early history of the kingdom of Assyria, little is positively known. In the Assyrian King List, the earliest king recorded was Tudiya. He was a contemporary of Ibrium of Ebla who appears to have lived in the late 25th or early 24th century BC, according to the king list. The foundation of the first true urbanised Assyrian monarchy was traditionally ascribed to Ushpia a contemporary of Ishbi-Erra of Isin and Naplanum of Larsa. c. 2030 BC.
Assyria had a period of empire from the 19th to 18th centuries BC. From the 14th to 11th centuries BC Assyria once more became a major power with the rise of the Middle Assyrian Empire.
The Neo-Assyrian Empire (911–609 BC) was the dominant political force in the Ancient Near East during the Iron Age, eclipsing Babylonia, Egypt, Urartu and Elam.
During this period, Aramaic was also made an official language of the empire, alongside the Akkadian language.
The Neo-Babylonian Empire (626 BC–539 BC)
marks the final period of the history of the Ancient Near East preceding Persian conquest.
A year after the death of the last strong Assyrian ruler, Assurbanipal, in 627 BC, the Assyrian empire spiralled into a series of brutal civil wars. Babylonia rebelled under Nabopolassar, a member of the Chaldean tribe which had migrated from the Levant to south eastern Babylonia in the early 9th century BC. In alliance with the Medes, Persians, Scythians and Cimmerians, they sacked the city of Nineveh in 612 BC, and the seat of empire was transferred to Babylonia for the first time since the death of Hammurabi in the mid 18th century BC. This period witnessed a general improvement in economic life and agricultural production, and a great flourishing of architectural projects, the arts and science.
The Neo-Babylonian period ended with the reign of Nabonidus in 539 BC. To the east, the Persians had been growing in strength, and eventually Cyrus the Great established his dominion over Babylon.
Mesopotamia was conquered by the Achaemenid Persians under Cyrus the Great in 539 BC, and remained under Persian rule for two centuries.
The Persian Empire fell to Alexander of Macedon in 331 BC and came under Greek rule as part of the Seleucid Empire. Babylon declined after the founding of Seleucia on the Tigris, the new Seleucid Empire capital.
The Seleucid Empire at the height of its power stretched from the Aegean in the west to India in the east. It was a major center of Hellenistic culture that maintained the preeminence of Greek customs where a Greek political elite dominated, mostly in the urban areas. The Greek population of the cities who formed the dominant elite were reinforced by immigration from Greece.
Much of the eastern part of the empire was conquered by the Parthians under Mithridates I of Parthia in the mid-2nd century BC.
At the beginning of the 2nd century AD, the Romans, led by emperor Trajan, invaded Parthia and conquered Mesopotamia, making it an imperial province. It was returned to the Parthians shortly after by Trajan's successor, Hadrian.
Christianity reached Mesopotamia in the 1st century AD, and Roman Syria in particular became the center of Eastern Rite Christianity and the Syriac literary tradition. Mandeism is also believed to have either originated there around this time or entered as Mandaeans sought refuge from Palestine.
Sumerian-Akkadian religious tradition disappeared during this period, as did the last remnants of cuneiform literacy, although temples were still being dedicated to the Assyrian national god Ashur in his home city as late as the 4th century.
In the 3rd century AD, the Parthians were in turn succeeded by the Sassanid dynasty, which ruled Mesopotamia until the 7th century Islamic invasion. The Sassanids conquered the independent states of Adiabene, Osroene, Hatra and finally Assur during the 3rd century. In the mid-6th century the Persian Empire under the Sassanid dynasty was divided by Khosrow I into four quarters, of which the western one, called "Khvārvarān", included most of modern Iraq, and subdivided to provinces of "Mishān", Asuristān (Assyria), Adiabene and Lower Media. The term Iraq is widely used in the medieval Arabic sources for the area in the center and south of the modern republic as a geographic rather than a political term, implying no greater precision of boundaries than the term "Mesopotamia" or, indeed, many of the names of modern states before the 20th century.
There was a substantial influx of Arabs in the Sassanid period.
Upper Mesopotamia came to be known as "Al-Jazirah" in Arabic (meaning "The Island" in reference to the "island" between the Tigris and Euphrates rivers), and Lower Mesopotamia came to be known as "ʿIrāq-i ʿArab", meaning "the escarpment of the Arabs" (viz. to the south and east of "the island".
Until 602, the desert frontier of the Persian Empire had been guarded by the Arab Lakhmid kings of Al-Hirah. In that year, Shahanshah Khosrow II Aparviz (Persian خسرو پرويز) abolished the Lakhmid kingdom and laid the frontier open to nomad incursions. Farther north, the western quarter was bounded by the Byzantine Empire. The frontier more or less followed the modern Syria-Iraq border and continued northward, passing between Nisibis (modern Nusaybin) as the Sassanian frontier fortress and Dara and Amida (modern Diyarbakır) held by the Byzantines.
The first organized conflict between local Arab tribes and Persian forces seems to have been in 634, when the Arabs were defeated at the Battle of the Bridge. There was a force of some 5,000 Muslims under Abū `Ubayd ath-Thaqafī, which was routed by the Persians. This was followed by Khalid ibn al-Walid's successful campaign which saw all of Iraq come under Arab rule within a year, with the exception of the Persian Empire's capital, Ctesiphon. Around 636, a larger Arab Muslim force under Sa`d ibn Abī Waqqās defeated the main Persian army at the Battle of al-Qādisiyyah and moved on to capture the Persian capital of Ctesiphon. By the end of 638, the Muslims had conquered all of the Western Sassanid provinces (including modern Iraq), and the last Sassanid Emperor, Yazdegerd III, had fled to central and then northern Persia, where he was killed in 651.
The Islamic expansions constituted the largest of the Semitic expansions in history. These new arrivals did not disperse and settle throughout the country; instead they established two new garrison cities, at al-Kūfah, near ancient Babylon, and at Basrah in the south, while the north remained largely Assyrian and Christian in character.
The city of Baghdad was built in the 8th century and became the capital of the Abbasid Caliphate. Baghdad soon became the primary cultural center of the Muslim world during the centuries of the incipient "Islamic Golden Age" of the 8th to 9th centuries.
In the 9th century, the Abbasid Caliphate entered a period of decline.
During the late 9th to early 11th centuries, a period known as the "Iranian Intermezzo", parts of (the modern territory of) Iraq were governed by a number of minor Iranian emirates, including the Tahirids, Saffarids, Samanids, Buyids and Sallarids. Tughril, the founder of the Seljuk Empire, captured Baghdad in 1055.
In spite of having lost all governance, the Abbasid caliphs nevertheless maintained a highly ritualized court in Baghdad and remained influential in religious matters, maintaining the orthodoxy of their Sunni sect in opposition to the Ismaili and Shia sects of Islam.
In the later 11th century, Iraq fell under the rule of the Khwarazmian dynasty. Both Turkic secular rule and Abassid caliphate came to an end with the Mongol invasions of the 13th century.
The Mongols under Genghis Khan had conquered Khwarezmia by 1221, but Iraq proper gained a respite due to the death of Genghis Khan in 1227 and the subsequent power struggles.
Möngke Khan from 1251 began a renewed expansion of the Mongol Empire, and when caliph al-Mustasim refused to submit to the Mongols, Baghdad was besieged and captured by Hulagu Khan in 1258. With the destruction of the Abbasid Caliphate, Hulagu had an open route to Syria and moved against the other Muslim powers in the region.
Iraq now became a province on the southwestern fringes of the Ilkhanate and Baghdad would never regain its former importance.
The Jalayirids were a Mongol Jalayir dynasty which ruled over Iraq and western Persia after the breakup of the Ilkhanate in the 1330s. The Jalayirid sultanate lasted about fifty years, until disrupted by Tamerlane's conquests and the revolts of the "Black Sheep Turks" or Qara Qoyunlu Turkmen. After Tamerlane's death in 1405, there was a brief attempt to re-establish the sultanate in southern Iraq and Khuzistan. The Jalayirids were finally eliminated by Kara Koyunlu in 1432.
During the late 14th and early 15th centuries, the Black Sheep Turkmen ruled the area now known as Iraq. In 1466, the White Sheep Turkmen defeated the Black Sheep and took control. Later, the White Sheep were defeated by the Safavids, who took control over Mesopotamia for some time. In the 16th century, most of the territory of present-day Iraq came under the control of Ottoman Empire as the pashalik of Baghdad. Throughout most of the period of Ottoman rule (1533–1918) the territory of present-day Iraq was a battle zone between the rival regional empires and tribal alliances.
Iraq was divided into three vilayets:
The Safavid dynasty of Iran briefly asserted their hegemony over Iraq in the periods of 1508–1533 and 1622–1638. During the years 1747–1831 Iraq was ruled by the Mamluk officers of Georgian origin who succeeded in obtaining autonomy from the Ottoman Empire, suppressed tribal revolts, curbed the power of the Janissaries, restored order and introduced a program of modernization of economy and military. In 1831, the Ottomans managed to overthrow the Mamluk regime and again imposed their direct control over Iraq.
Ottoman rule over Iraq lasted until World War I, when the Ottomans sided with Germany and the Central Powers. In the Mesopotamian campaign against the Central Powers, British forces invaded the country and suffered a defeat at the hands of the Turkish army during the Siege of Kut (1915–16). However the British finally won in the Mesopotamian Campaign with the capture of Baghdad in March 1917. During the war the British employed the help of a number of Assyrian, Armenian and Arab tribes against the Ottomans, who in turn employed the Kurds as allies. After the war the Ottoman Empire was divided up, and the British Mandate of Mesopotamia was established by League of Nations mandate. Britain imposed a Hāshimite monarchy on Iraq and defined the territorial limits of Iraq without taking into account the politics of the different ethnic and religious groups in the country, in particular those of the Kurds and the Christian Assyrians to the north. During the British occupation, the Kurds fought for independence, and the British employed Assyrian Levies to help quell these insurrections. Iraq also became an oligarchy government at this time.
Although the monarch Faisal I of Iraq was legitimized and proclaimed King by a plebiscite in 1921, independence was achieved in 1932, when the British Mandate officially ended.
Establishment of Arab Sunni domination in Iraq was followed by Assyrian, Yazidi and Shi'a unrests, which were all brutally suppressed. In 1936, the first military coup took place in the Kingdom of Iraq, as Bakr Sidqi succeeded in replacing the acting Prime Minister with his associate. Multiple coups followed in a period of political instability, peaking in 1941.
During World War II, Iraqi regime of Regent 'Abd al-Ilah was overthrown in 1941 by the Golden Square officers, headed by Rashid Ali. The short lived pro-Nazi government of Iraq was defeated in May 1941 by the allied forces (with local Assyrian and Kurdish help) in Anglo-Iraqi War. Iraq was later used as a base for allied attacks on Vichy-French held Mandate of Syria and support for the Anglo-Soviet invasion of Iran.
In 1945, Iraq joined the United Nations and became a founding member of the Arab League. At the same time, the Kurdish leader Mustafa Barzani led a rebellion against the central government in Baghdad. After the failure of the uprising, Barzani and his followers fled to the Soviet Union.
In 1948, massive violent protests known as the Al-Wathbah uprising broke out across Baghdad with partial communist support, having demands against the government's treaty with Britain. Protests continued into spring and were interrupted in May when martial law was enforced as Iraq entered the failed 1948 Arab–Israeli War along with other Arab League members.
In February 1958, King Hussein of Jordan and `Abd al-Ilāh proposed a union of Hāshimite monarchies to counter the recently formed Egyptian-Syrian union. The prime minister Nuri as-Said wanted Kuwait to be part of the proposed Arab-Hāshimite Union. Shaykh `Abd-Allāh as-Salīm, the ruler of Kuwait, was invited to Baghdad to discuss Kuwait's future. This policy brought the government of Iraq into direct conflict with Britain, which did not want to grant independence to Kuwait. At that point, the monarchy found itself completely isolated. Nuri as-Said was able to contain the rising discontent only by resorting to even greater political oppression.
Inspired by Gamal Abdel Nasser of Egypt, officers from the Nineteenth Brigade, 3rd Division known as "The Four Colonials", under the leadership of Brigadier Abd al-Karīm Qāsim (known as ""az-Za`īm"", 'the leader') and Colonel Abdul Salam Arif overthrew the Hashemite monarchy on July 14, 1958. The new government proclaimed Iraq to be a republic and rejected the idea of a union with Jordan. Iraq's activity in the Baghdad Pact ceased.
In 1961, Kuwait gained independence from Britain and Iraq claimed sovereignty over Kuwait. A period of considerable instability followed. The same year, Mustafa Barzani, who had been invited to return to Iraq by Qasim three years earlier, began engaging Iraqi government forces and establishing Kurdish control in the north in what was the beginning of the First Kurdish Iraqi War.
Qāsim was assassinated in February 1963, when the Ba'ath Party took power under the leadership of General Ahmed Hassan al-Bakr (prime minister) and Colonel Abdul Salam Arif (president). In June 1963, Syria, which by then had also fallen under Ba'athist rule, took part in the Iraqi military campaign against the Kurds by providing aircraft, armoured vehicles and a force of 6,000 soldiers. Several months later, `Abd as-Salam Muhammad `Arif led a successful coup against the Ba'ath government. Arif declared a ceasefire in February 1964 which provoked a split among Kurdish urban radicals on one hand and Peshmerga (Freedom fighters) forces led by Barzani on the other.
On April 13, 1966, President Abdul Salam Arif died in a helicopter crash and was succeeded by his brother, General Abdul Rahman Arif. Following this unexpected death, the Iraqi government launched a last-ditch effort to defeat the Kurds. This campaign failed in May 1966, when Barzani forces thoroughly defeated the Iraqi Army at the Battle of Mount Handrin, near Rawanduz. Following the Six-Day War of 1967, the Ba'ath Party felt strong enough to retake power in 1968. Ahmed Hassan al-Bakr became president and chairman of the Revolutionary Command Council (RCC). The Ba'ath government started a campaign to end the Kurdish insurrection, which stalled in 1969. This can be partly attributed to the internal power struggle in Baghdad and also tensions with Iran. Moreover, the Soviet Union pressured the Iraqis to come to terms with Barzani. The war ended with more than 100,000 mortal casualties, with little achievements to both Kurdish rebels and the Iraqi government.
In the aftermath of the First Kurdish Iraqi War, a peace plan was announced in March 1970 and provided for broader Kurdish autonomy. The plan also gave Kurds representation in government bodies, to be implemented in four years. Despite this, the Iraqi government embarked on an Arabization program in the oil rich regions of Kirkuk and Khanaqin in the same period. In the following years, Baghdad government overcame its internal divisions and concluded a treaty of friendship with the Soviet Union in April 1972 and ended its isolation within the Arab world. On the other hand, Kurds remained dependent on the Iranian military support and could do little to strengthen their forces. By 1974 the situation in the north escalated again into the Second Kurdish Iraqi War, to last until 1975.
In July 1979, President Ahmed Hassan al-Bakr was forced to resign by Saddam Hussein, who assumed the offices of both President and Chairman of the Revolutionary Command Council.
Iraq's Territorial Claims to Neighboring Countries
Iraq's territorial claims to neighboring countries were largely due to the plans and promises of the Entente countries in 1919–1920, when the Ottoman Empire was divided, to create a more extensive Arab state in Iraq and Jazeera, which would also include significant territories of eastern Syria, southeastern Turkey, all of Kuwait and Iran’s border areas, which are shown on this English map of 1920.
Territorial disputes with Iran led to an inconclusive and costly eight-year war, the "Iran–Iraq War" (1980–1988, termed "Qādisiyyat-Saddām" – 'Saddam's Qādisiyyah'), which devastated the economy. Iraq falsefully declared victory in 1988 but actually only achieved a weary return to the "status quo ante bellum", meaning both sides retained their original borders.
The war began when Iraq invaded Iran, launching a simultaneous invasion by air and land into Iranian territory on 22 September 1980, following a long history of border disputes, and fears of Shia insurgency among Iraq's long-suppressed Shia majority influenced by the Iranian Revolution. Iraq was also aiming to replace Iran as the dominant Persian Gulf state. The United States supported Saddam Hussein in the war against Iran. Although Iraq hoped to take advantage of the revolutionary chaos in Iran and attacked without formal warning, they made only limited progress into Iran and within several months were repelled by the Iranians who regained virtually all lost territory by June 1982. For the next six years, Iran was on the offensive. Despite calls for a ceasefire by the United Nations Security Council, hostilities continued until 20 August 1988. The war finally ended with a United Nations brokered ceasefire in the form of United Nations Security Council Resolution 598, which was accepted by both sides. It took several weeks for the Iranian armed forces to evacuate Iraqi territory to honor pre-war international borders between the two nations (see 1975 Algiers Agreement). The last prisoners of war were exchanged in 2003.
The war came at a great cost in lives and economic damage—half a million Iraqi and Iranian soldiers as well as civilians are believed to have died in the war with many more injured—but it brought neither reparations nor change in borders. The conflict is often compared to World War I, in that the tactics used closely mirrored those of that conflict, including large scale trench warfare, manned machine-gun posts, bayonet charges, use of barbed wire across trenches, human wave attacks across no-man's land, and extensive use of chemical weapons such as mustard gas by the Iraqi government against Iranian troops and civilians as well as Iraqi Kurds. At the time, the UN Security Council issued statements that "chemical weapons had been used in the war." However, in these UN statements it was never made clear that it was only Iraq that was using chemical weapons, so it has been said that "the international community remained silent as Iraq used weapons of mass destruction against Iranian as well as Iraqi Kurds" and it is believed.
A long-standing territorial dispute was the ostensible reason for Iraq's invasion of Kuwait in 1990. In November 1990, the UN Security Council adopted Resolution 678, permitting member states to use all necessary means, authorizing military action against the Iraqi forces occupying Kuwait and demanded a complete withdrawal by January 15, 1991. When Saddam Hussein failed to comply with this demand, the Persian Gulf War (Operation "Desert Storm") ensued on January 17, 1991. Probably as many as 30,000 Iraqi soldiers and a few thousand civilians were killed.
In March 1991 revolts in the Shia-dominated southern Iraq started involving demoralized Iraqi Army troops and the anti-government Shia parties. Another wave of insurgency broke out shortly afterwards in the Kurdish populated northern Iraq (see 1991 uprisings in Iraq). Although they presented a serious threat to the Iraqi Ba'ath Party regime, Saddam Hussein managed to suppress the rebellions with massive and indiscriminate force and maintained power. They were ruthlessly crushed by the loyalist forces spearheaded by the Iraqi Republican Guard and the population was successfully terrorized. During the few weeks of unrest tens of thousands of people were killed. Many more died during the following months, while nearly two million Iraqis fled for their lives. In the aftermath, the government intensified the forced relocating of Marsh Arabs and the draining of the Iraqi marshlands, while the Coalition established the Iraqi no-fly zones.
On 6 August 1990, after the Iraqi invasion of Kuwait, the U.N. Security Council adopted Resolution 661 which imposed economic sanctions on Iraq, providing for a full trade embargo, excluding medical supplies, food and other items of humanitarian necessity, these to be determined by the Security Council sanctions committee. After the end of the Gulf War and after the Iraqi withdrawal from Kuwait, the sanctions were linked to removal of weapons of mass destruction by Resolution 687. From 1991 until 2003 Iraq underwent hyperinflation, increased poverty and malnutrition. To varying degrees, the effects of government policy, the aftermath of Gulf War and the sanctions regime have been blamed for these conditions.
The effects of the sanctions on the civilian population of Iraq have been disputed. Whereas it was widely believed that the sanctions caused a major rise in child mortality, recent research has shown that commonly cited data were fabricated by the Iraqi government and that "there was no major rise in child mortality in Iraq after 1990 and during the period of the sanctions." An oil for food program was established in 1996 to ease the effects of sanctions.
Iraqi cooperation with UN weapons inspection teams was questioned on several occasions during the 1990s. UNSCOM chief weapons inspector Richard Butler withdrew his team from Iraq in November 1998 because of Iraq's lack of cooperation. The team returned in December. Butler prepared a report for the UN Security Council afterwards in which he expressed dissatisfaction with the level of compliance . The same month, US President Bill Clinton authorized air strikes on government targets and military facilities. Air strikes against military facilities and alleged WMD sites continued into 2002.
After the terrorist attacks on New York and Washington in the United States in 2001 were linked to the group formed by the multi-millionaire Saudi Osama bin Laden, American foreign policy began to call for the removal of the Ba'ath government in Iraq. Neoconservative think-tanks in Washington had for years been urging regime change in Baghdad. On August 14, 1998, President Clinton signed Public Law 105–235, which declared that ‘‘the Government of Iraq is in material and unacceptable breach of its international obligations.’’ It urged the President ‘‘to take appropriate action, in accordance with the Constitution and relevant laws of the United States, to bring Iraq into compliance with its international obligations.’’ Several months later, Congress enacted the Iraq Liberation Act of 1998 on October 31, 1998. This law stated that it "should be the policy of the United States to support efforts to remove the regime headed by Saddam Hussein from power in Iraq and to promote the emergence of a democratic government to replace that regime." It was passed 360 - 38 by the United States House of Representatives and 99–0 by the United States Senate in 1998.
The US urged the United Nations to take military action against Iraq. American president George W. Bush stated that Saddām had repeatedly violated 16 UN Security Council resolutions. The Iraqi government rejected Bush's assertions. A team of U.N. inspectors, led by Swedish diplomat Hans Blix was admitted, into the country; their final report stated that Iraqis capability in producing "weapons of mass destruction" was not significantly different from 1992 when the country dismantled the bulk of their remaining arsenals under terms of the ceasefire agreement with U.N. forces, but did not completely rule out the possibility that Saddam still had weapons of mass destruction. The United States and the United Kingdom charged that Iraq was hiding WMD and opposed the team's requests for more time to further investigate the matter. Resolution 1441 was passed unanimously by the UN Security Council on November 8, 2002, offering Iraq "a final opportunity to comply with its disarmament obligations" that had been set out in several previous UN resolutions, threatening "serious consequences" if the obligations were not fulfilled. The UN Security Council did not issue a resolution authorizing the use of force against Iraq.
In March 2003, the United States and the United Kingdom, with military aid from other nations, invaded Iraq.
In 2003, after the American and British invasion, Iraq was occupied by Coalition forces. On May 23, 2003, the UN Security Council unanimously approved a resolution lifting all economic sanctions against Iraq. As the country struggled to rebuild after three wars and a decade of sanctions, it was plagued by violence between a growing Iraqi insurgency and occupation forces. Saddam Hussein, who vanished in April, was captured on December 13, 2003.
Jay Garner was appointed Interim Civil Administrator with three deputies, including Tim Cross. Garner was replaced in May 2003 by Paul Bremer, who was himself replaced by John Negroponte on April 19, 2004. Negroponte was the last US interim administrator and left Iraq in 2005. A parliamentary election was held in January 2005, followed by the drafting and ratification of a constitution and a further parliamentary election in December 2005.
Terrorism emerged as a threat to Iraq's people not long after the invasion of 2003. Al Qaeda now had a presence in the country, in the form of several terrorist groups formerly led by Abu Musab Al Zarqawi. Al-Zarqawi was a Jordanian militant Islamist who ran a militant training camp in Afghanistan. He became known after going to Iraq and being responsible for a series of bombings, beheadings and attacks during the Iraq war. Al-zarqawi was killed on June 7, 2006. Many foreign fighters and former Ba'ath Party officials also joined the insurgency, which was mainly aimed at attacking American forces and Iraqis who worked with them. The most dangerous insurgent area was the Sunni Triangle, a mostly Sunni-Muslim area just north of Baghdad.
Reported acts of violence conducted by an uneasy tapestry of insurgents steadily increased by the end of 2006. Sunni jihadist forces including Al Qaeda in Iraq continued to target Shia civilians, notably in the 23 February 2006 attack on the Al Askari Mosque in Samarra, one of Shi'ite Islam's holiest sites. Analysis of the attack suggested that the Mujahideen Shura Council and Al-Qaeda in Iraq were responsible, and that the motivation was to provoke further violence by outraging the Shia population. In mid-October 2006, a statement was released stating that the Mujahideen Shura Council had been disbanded and was replaced by the "Islamic State of Iraq". It was formed to resist efforts by the U.S. and Iraqi authorities to win over Sunni supporters of the insurgency. Shia militias, some of whom were associated with elements in the Iraq government, reacted with reprisal acts against the Sunni minority. A cycle of violence thus ensued whereby Sunni insurgent attacks were followed reprisals by Shiite militias, often in the form of Shi'ite death squads that sought out and killed Sunnis. Following a surge in U.S. troops in 2007 and 2008, violence in Iraq began to decrease. The U.S. ended their main military presence in 2011, however, resulting in renewed escalation into civil war.
The departure of US troops from Iraq in 2011 triggered a renewed insurgency and by a spillover of the Syrian civil war into Iraq. By 2013, the insurgency escalated into a state renewed civil war, the central government of Iraq being opposed by various factions, primarily radical Sunni forces.
The Islamic State of Iraq and the Levant invaded Iraq in 2013–14 and seized the majority of Al Anbar Governorate, including the cities of Fallujah, Al Qaim, Abu Ghraib and (in May 2015) Ramadi, leaving them in control of 90% of Anbar. Tikrit, Mosul and most of the Nineveh province, along with parts of Salahuddin, Kirkuk and Diyala provinces, were seized by insurgent forces in the June 2014 offensive. ISIL also captured Sinjar and a number of other towns in the August 2014 offensive, but were halted by the Sinjar offensive launched in December 2014 by Kurdish Peshmerga and YPG forces. The civil war ended with a government victory in December 2017.
On 30 April 2016, thousands of protesters entered the Green Zone in Baghdad and occupied the Iraqi parliament building. This happened after the Iraqi parliament did not approve new government ministers. The protesters included supporters of Shia cleric Muqtada Al Sadr. Although Iraqi security forces were present, they did not attempt to stop the protesters from entering the parliament building.
By 2018, violence in Iraq was at its lowest level in ten years.
Protests over deteriorating economic conditions and state corruption started in July 2018 in Baghdad and other major Iraqi cities, mainly in the central and southern provinces. The latest nationwide protests, erupting in October 2019, had a death toll of at least 93 people, including police.
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https://en.wikipedia.org/wiki?curid=14664
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Geography of Iraq
The geography of Iraq is diverse and falls into five main regions: the desert (west of the Euphrates), Upper Mesopotamia (between the upper Tigris and Euphrates rivers), the northern highlands of Iraq, Lower Mesopotamia, and the alluvial plain extending from around Tikrit to the Persian Gulf.
The mountains in the northeast are an extension of the alpine system that runs eastward from the Balkans through southern Turkey, northern Iraq, Iran, and Afghanistan, eventually reaching the Himalayas. The desert is in the southwest and central provinces along the borders with Saudi Arabia and Jordan and geographically belongs with the Arabian Peninsula.
Most geographers, including those of the Iraqi government, discuss the country's geography in terms of four main zones or regions: the desert in the west and southwest; the rolling upland between the upper Tigris and Euphrates rivers (in Arabic the "Dijla" and "Furat", respectively); the highlands in the north and northeast; and the alluvial plain through which the Tigris and Euphrates flow.
Iraq's official statistical reports give the total land area as , whereas a United States Department of State publication gives the area as .
The uplands region, between the Tigris north of Samarra and the Euphrates north of Hit, is known as Al Jazira (the island) and is part of a larger area that extends westward into Syria between the two rivers and into Turkey. Water in the area flows in deeply cut valleys, and irrigation is much more difficult than it is in the lower plain. The southwest areas of this zone are classified as desert or semi-desert. The northern parts, which include such places like the Nineveh Plains, Duhok and Zakho, mainly consist of Mediterranean vegetation. The vegetation cyclically dries out and appear brown in the virtually arid summer and flourish in the wet winter.
An Alluvial plain begins north of Baghdad and extends to the Persian Gulf. Here the Tigris and Euphrates rivers lie above the level of the plain in many places, and the whole area is a river delta interlaced by the channels of the two rivers and by irrigation canals. Intermittent lakes, fed by the rivers in flood, also characterize southeastern Iraq. A fairly large area () just above the confluence of the two rivers at Al Qurnah and extending east of the Tigris beyond the Iranian border is marshland, known as Hawr al Hammar, the result of centuries of flooding and inadequate drainage. Much of it is permanent marsh, but some parts dry out in early winter, and other parts become marshland only in years of great flood.
Because the waters of the Tigris and Euphrates above their confluence are heavily silt- laden, irrigation and fairly frequent flooding deposit large quantities of silty loam in much of the delta area. Windborne silt contributes to the total deposit of sediments. It has been estimated that the delta plains are built up at the rate of nearly twenty centimeters in a century. In some areas, major floods lead to the deposit in temporary lakes of as much as thirty centimeters of mud.
The Tigris and Euphrates also carry large quantities of salts. These, too, are spread on the land by sometimes excessive irrigation and flooding. A high water table and poor surface and subsurface drainage tend to concentrate the salts near the surface of the soil. In general, the salinity of the soil increases from Baghdad south to the Persian Gulf and severely limits productivity in the region south of Al Amarah. The salinity is reflected in the large lake in central Iraq, southwest of Baghdad, known as Bahr al Milh (Sea of Salt). There are two other major lakes in the country to the north of Bahr al Milh: Buhayrat ath Tharthar and Buhayrat al Habbaniyah.
Between Upper and Lower Mesopotamia is the urban area surrounding Baghdad. These "Baghdad Belts" can be described as the provinces adjacent to the Iraqi capital and can be divided into four quadrants: northeast, southeast, southwest, and northwest. Beginning in the north, the belts include the province of Saladin, clockwise to Baghdad province, Diyala in the northeast, Babil and Wasit in the southeast and around to Al Anbar in the west.
The northeastern highlands begin just south of a line drawn from Mosul to Kirkuk and extend to the borders with Turkey and Iran. High ground, separated by broad, undulating steppes, gives way to mountains ranging from near the Iranian and Turkish borders. Except for a few valleys, the mountain area proper is suitable only for grazing in the foothills and steppes; adequate soil and rainfall, however, make cultivation possible. Here, too, are the great oil fields near Mosul and Kirkuk. The northeast is the homeland of most Iraqi Kurds.
The desert zone, an area lying west and southwest of the Euphrates River, is a part of the Syrian Desert and Arabian Desert, which covers sections of Syria, Jordan, and Saudi Arabia and most of the Arabian Peninsula.
The region, sparsely inhabited by pastoral bedouins, consists of a wide stony plain interspersed with rare sandy stretches. A widely ramified pattern of wadis–watercourses that are dry most of the year–runs from the border to the Euphrates. Some wadis are over long and carry brief but torrential floods during the winter rains.
Western and southern Iraq is a vast desert region covering some 64,900 square miles (168,000 square km), almost two-fifths of the country.
The western desert, an extension of the Syrian Desert, rises to elevations above 1,600 feet (490 metres).
The southern desert is known as Al-Hajarah in the western part and as Al-Dibdibah in the east. Both deserts are part of the Arabian Desert.
Al Hajarah has a complex topography of rocky desert, wadis, ridges, and depressions.
Al-Dibdibah is a more sandy region with a covering of scrub vegetation. Elevation in the southern desert averages between 1,000 and 2,700 feet (300 to 800 metres).
A height of 3,119 feet (951 metres) is reached at Mount 'Unayzah at the intersection of the borders of Jordan, Iraq and Saudi Arabia.
The deep Wadi Al-Batin runs 45 miles (75 km) in a northeast-southwest direction through Al-Dibdibah. It has been recognized since 1913 as the boundary between western Kuwait and Iraq.
The Euphrates originates in Turkey, is augmented by the Balikh and Khabur rivers in Syria, and enters Iraq in the northwest. Here it is fed only by the wadis of the western desert during the winter rains. It then winds through a gorge, which varies from two to 16 kilometers in width, until it flows out on the plain at Ar Ramadi. Beyond there the Euphrates continues to the Hindiya Barrage, which was constructed in 1914 to divert the river into the Hindiyah Channel; the present day Shatt al Hillah had been the main channel of the Euphrates before 1914. Below Al Kifl, the river follows two channels to As-Samawah, where it reappears as a single channel to join the Tigris at Al Qurnah.
The Tigris also rises in Turkey but is significantly augmented by several rivers in Iraq, the most important of which are the Khabur, the Great Zab, the Little Zab, and the Adhaim, all of which join the Tigris above Baghdad, and the Diyala, which joins it about thirty-six kilometers below the city. At the Kut Barrage much of the water is diverted into the Shatt al-Hayy, which was once the main channel of the Tigris. Water from the Tigris thus enters the Euphrates through the Shatt al-Hayy well above the confluence of the two main channels at Al Qurnah.
Both the Tigris and the Euphrates break into a number of channels in the marshland area, and the flow of the rivers is substantially reduced by the time they come together at Al Qurnah. Moreover. the swamps act as silt traps, and the Shatt al Arab is relatively silt free as it flows south. Below Basra, however, the Karun River enters the Shatt al Arab from Iran, carrying large quantities of silt that present a continuous dredging problem in maintaining a channel for ocean-going vessels to reach the port at Basra. This problem has been superseded by a greater obstacle to river traffic, however, namely the presence of several sunken hulls that have been rusting in the Shatt al Arab since early in the Iran-Iraq war.
The waters of the Tigris and Euphrates are essential to the life of the country, but they sometimes threaten it. The rivers are at their lowest level in September and October and at flood in March, April, and May when they may carry forty times as much water as at low mark. Moreover, one season's flood may be ten or more times as great as that in another year. In 1954, for example, Baghdad was seriously threatened, and dikes protecting it were nearly topped by the flooding Tigris. Since Syria built a dam on the Euphrates, the flow of water has been considerably diminished and flooding was no longer a problem in the mid-1980s. In 1988 Turkey was also constructing a dam on the Euphrates that would further restrict the water flow.
Until the mid-twentieth century, most efforts to control the waters were primarily concerned with irrigation. Some attention was given to problems of flood control and drainage before the revolution of July 14, 1958, but development plans in the 1960s and 1970s were increasingly devoted to these matters, as well as to irrigation projects on the upper reaches of the Tigris and Euphrates and the tributaries of the Tigris in the northeast. During the war, government officials stressed to foreign visitors that, with the conclusion of a peace settlement, problems of irrigation and flooding would receive top priority from the government.
Iraqi coastal waters boast a living coral reef, covering an area of 28 km2 in the Persian Gulf, at the mouth of the Shatt al-Arab river (). The coral reef was discovered by joint Iraqi–German expeditions of scientific scuba divers carried out in September 2012 and in May 2013. Prior to its discovery, it was believed that Iraq lacks coral reefs as the local turbid waters prevented the detection of the potential presence of local coral reefs. Iraqi corals were found to be adapted to one of the most extreme coral-bearing environments in the world, as the seawater temperature in this area ranges between 14 and 34 °C. The reef harbors several living stone corals, octocorals, ophiuroids and bivalves. There are also silica-containing demo-sponges.
In the rural areas of the alluvial plain and in the lower Diyala region, settlement almost invariably clusters near the rivers, streams, and irrigation canals. The bases of the relationship between watercourse and settlement have been summarized by Robert McCormick Adams, director of the Oriental Institute of the University of Chicago. He notes that the levees laid down by streams and canals provide advantages for both settlement and agriculture. Surface water drains more easily on the levees' back-slope, and the coarse soils of the levees are easier to cultivate and permit better subsurface drainage. The height of the levees gives some protection against floods and the frost that often affect low-lying areas and may kill and/or damage winter crops. Above all, those living or cultivating on the crest of a levee have easy access to water for irrigation and household use in a dry, hot country.
Although there are some isolated homesteads, most rural communities are nucleated settlements rather than dispersed farmsteads; that is, the farmer leaves his village to cultivate the fields outside it. The pattern holds for farming communities in the Kurdish highlands of the northeast as well as for those in the alluvial plain. The size of the settlement varies, generally with the volume of water available for household use and with the amount of land accessible to village dwellers. Sometimes, particularly in the lower Tigris and Euphrates valleys, soil salinity restricts the area of arable land and limits the size of the community dependent on it, and it also usually results in large unsettled and uncultivated stretches between the villages.
Fragmentary information suggests that most farmers in the alluvial plain tend to live in villages of over 100 persons. For example, in the mid-1970s a substantial number of the residents of Baqubah, the administrative center and major city of Diyala Governorate, were employed in agriculture.
The Marsh Arabs of the south usually live in small clusters of two or three houses kept above water by rushes that are constantly being replenished. Such clusters often are close together, but access from one to another is possible only by small boat. Here and there a few natural islands permit slightly larger clusters. Some of these people are primarily water buffalo herders and lead a semi-nomadic life. In the winter, when the waters are at a low point, they build fairly large temporary villages. In the summer they move their herds out of the marshes to the river banks.
The war has had its effect on the lives of these denizens of the marshes. With much of the fighting concentrated in their areas, they have either migrated to settled communities away from the marshes or have been forced by government decree to relocate within the marshes. Also, in early 1988, the marshes had become the refuge of deserters from the Iraqi army who attempted to maintain life in the fastness of the overgrown, desolate areas while hiding out from the authorities. These deserters in many instances have formed into large gangs that raid the marsh communities; this also has induced many of the marsh dwellers to abandon their villages.
The war has also affected settlement patterns in the northern Kurdish areas. There, the struggle for a Kurdish state by guerrillas was rejected by the government as it steadily escalated violence against the local communities. Starting in 1984, the government launched a scorched-earth campaign to drive a wedge between the villagers and the guerrillas in the remote areas of two provinces of Kurdistan in which Kurdish guerrillas were active. In the process whole villages were torched and subsequently bulldozed, which resulted in the Kurds flocking into the regional centers of Irbil and As Sulaymaniyah. Also as a "military precaution", the government has cleared a broad strip of territory in the Kurdish region along the Iranian border of all its inhabitants, hoping in this way to interdict the movement of Kurdish guerrillas back and forth between Iran and Iraq. The majority of Kurdish villages, however, remained intact in early 1988.
In the arid areas of Iraq to the west and south, cities and large towns are almost invariably situated on watercourses, usually on the major rivers or their larger tributaries. In the south this dependence has had its disadvantages. Until the recent development of flood control, Baghdad and other cities were subject to the threat of inundation. Moreover, the dikes needed for protection have effectively prevented the expansion of the urban areas in some directions. The growth of Baghdad, for example, was restricted by dikes on its eastern edge. The diversion of water to the Milhat ath Tharthar and the construction of a canal transferring water from the Tigris north of Baghdad to the Diyala River have permitted the irrigation of land outside the limits of the dikes and the expansion of settlement.
The climate of Iraq is mainly a hot desert climate or a hot semi-arid climate to the northernmost part. Averages high temperatures are generally above 40 °C (104 °F) at low elevations during summer months (June, July and August) while averages low temperatures can drop to below 0 °C (32 °F) during the coldest month of the year during winter The all-time record high temperature in Iraq of 52 °C (126 °F) was recorded near An Nasiriyah on 2 August 2011. Most of the rainfall occurs from December through April and averages between annually. The mountainous region of northern Iraq receives appreciably more precipitation than the central or southern desert region, where they tend to have a Mediterranean climate.
Roughly 90% of the annual rainfall occurs between November and April, most of it in the winter months from December through March. The remaining six months, particularly the hottest ones of June, July, and August, are extremely dry.
Except in the north and northeast, mean annual rainfall ranges between . Data available from stations in the foothills and steppes south and southwest of the mountains suggest mean annual rainfall between for that area. Rainfall in the mountains is more abundant and may reach a year in some places, but the terrain precludes extensive cultivation. Cultivation on nonirrigated land is limited essentially to the mountain valleys, foothills, and steppes, which have or more of rainfall annually. Even in this zone, however, only one crop a year can be grown, and shortages of rain have often led to crop failures.
Mean minimum temperatures in the winter range from near freezing (just before dawn) in the northern and northeastern foothills and the western desert to and in the alluvial plains of southern Iraq. They rise to a mean maximum of about in the western desert and the northeast, and in the south. In the summer mean minimum temperatures range from about and rise to maxima between roughly . Temperatures sometimes fall below freezing and have fallen as low as at Ar Rutbah in the western desert. A such summer heat, even in a hot desert, is high and this can be easily explained by the very low elevations of deserts regions which experience these exceptionally searing high temperatures. In fact, the elevations of cities such as Baghdad or Basra are near the sea level (0 m) because deserts are located predominantly along the Persian Gulf. That's why some Gulf's countries like Iraq, Iran and Kuwait experience extreme heat during summer, even more extreme than the normal level. The searing summer heat only exists in low elevations in these countries while mountains and higher elevations know much more moderated summer temperatures.
The summer months are marked by two kinds of wind phenomena. The southern and southeasterly "sharqi", a dry, dusty wind with occasional gusts of , occurs from April to early June and again from late September through November. It may last for a day at the beginning and end of the season but for several days at other times. This wind is often accompanied by violent duststorms that may rise to heights of several thousand meters and close airports for brief periods. From mid-June to mid-September the prevailing wind, called the shamal, is from the north and northwest. It is a steady wind, absent only occasionally during this period. The very dry air brought by this shamal permits intensive sun heating of the land surface, but the breeze has some cooling effect.
The combination of rain shortage and extreme heat makes much of Iraq a desert. Because of very high rates of evaporation, soil and plants rapidly lose the little moisture obtained from the rain, and vegetation could not survive without extensive irrigation. Some areas, however, although arid, do have natural vegetation in contrast to the desert. For example, in the Zagros Mountains in northeastern Iraq there is permanent vegetation, such as oak trees, and date palms are found in the south.
In 1922 British officials concluded the Treaty of Mohammara with Abd al Aziz ibn Abd ar Rahman Al Saud, who in 1932 formed the Kingdom of Saudi Arabia. The treaty provided the basic agreement for the boundary between the eventually independent nations. Also in 1922 the two parties agreed to the creation of the diamond-shaped Neutral Zone of approximately adjacent to the western tip of Kuwait in which neither Iraq nor Saudi Arabia would build dwellings or installations. Bedouins from either country could utilize the limited water and seasonal grazing resources of the zone. In April 1975, an agreement signed in Baghdad fixed the borders of the countries.
Through Algerian mediation, Iran and Iraq agreed in March 1975 to normalize their relations, and three months later they signed a treaty known as the Algiers Accord. The document defined the common border all along the Khawr Abd Allah (Shatt) River estuary as the thalweg. To compensate Iraq for the loss of what formerly had been regarded as its territory, pockets of territory along the mountain border in the central sector of its common boundary with Iran were assigned to it. Nonetheless, in September 1980 Iraq went to war with Iran, citing among other complaints the fact that Iran had not turned over to it the land specified in the Algiers Accord. This problem has subsequently proved to be a stumbling block to a negotiated settlement of the ongoing conflict.
In 1988 the boundary with Kuwait was another outstanding problem. It was fixed in a 1913 treaty between the Ottoman Empire and British officials acting on behalf of Kuwait's ruling family, which in 1899 had ceded control over foreign affairs to Britain. The boundary was accepted by Iraq when it became independent in 1932, but in the 1960s and again in the mid-1970s, the Iraqi government advanced a claim to parts of Kuwait. Kuwait made several representations to the Iraqis during the war to fix the border once and for all but Baghdad repeatedly demurred, claiming that the issue is a potentially divisive one that could inflame nationalist sentiment inside Iraq. Hence in 1988 it was likely that a solution would have to wait until the war ended.
Area:
"total:"
"land:"
"water:"
Land boundaries:
"total:"
"border countries:" Iran , Saudi Arabia , Syria , Turkey , Kuwait , Jordan
Coastline:
Maritime claims:
"territorial sea:"
"continental shelf:" not specified
Terrain: mostly broad plains; reedy marshes along Iranian border in south with large flooded areas; mountains along borders with Iran and Turkey
Elevation extremes:
"lowest point:" Persian Gulf 0 m
"highest point:" Cheekah Dar
Natural resources: petroleum, natural gas, phosphates, sulfur
Land use:
"arable land:" 7.89%
"permanent crops:" 0.53%
"other:" 91.58% (2012)
Irrigated land: (2003)
Total renewable water resources: (2011)
Freshwater withdrawal (domestic/industrial/agricultural):
"total:" 66 km3/yr (7%/15%/79%)
"per capita:" 2,616 m3/yr (2000)
While its proven oil reserves of ranks Iraq second in the world behind Saudi Arabia, the United States Department of Energy estimates that up to 90 percent of the country remains unexplored. Unexplored regions of Iraq could yield an additional . Iraq's oil production costs are among the lowest in the world. However, only about 2,000 oil wells have been drilled in Iraq, compared to about 1 million wells in Texas alone.
Natural hazards: dust storms, sandstorms, floods
Environment - current issues: government water control projects have drained most of the inhabited marsh areas east of An Kshatriya by drying up or diverting the feeder streams and rivers; a once sizable population of Shi'a Muslims, who have inhabited these areas for thousands of years, has been displaced; furthermore, the destruction of the natural habitat poses serious threats to the area's wildlife populations; inadequate supplies of potable water; development of Tigris-Euphrates Rivers system contingent upon agreements with upstream riparian Turkey; air and water pollution; soil degradation (desalination) and erosion; and desertification.
Environment - international agreements:
"party to:" Biodiversity, Law of the Sea, Ozone Layer Protection
"signed, but not ratified:" Environmental Modification
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Demographics of Iraq
The Iraqi people (, , Syriac: ܥܡܐ ܥܝܪܩܝܐ, ) are people identified with the country of Iraq.
Iraqi Arabs are the largest Semitic people in Iraq, while Kurds are the largest non-Semitic ethnic group and largest ethnic minority. Iraqi Turkmen are the third largest ethnic group in the country. Studies indicate that the different ethno-religious groups of Iraq and Mesopotamia share significant similarities in genetics and that Iraqi Arabs, who make up the majority of Iraqis, are genetically related to other Arab populations in the Arabs of the Arabian peninsula.
The population was estimated to be 40,194,216 in 2018 (residing in Iraq) and over 10 million living in the diaspora, with most of the population being Shia Arabs (15 million), Sunni Arabs (9 million), followed by Kurds (4.7 million), Assyrians and Armenians (0.5 million), Turkmen (3 million), Afro-Iraqis (1 million), Yazidis (500,000) and Shabaks (250,000). Other minorities include Mandeans (3,000), Roma (50,000) and Circassians (2,000). The most spoken languages are Mesopotamian Arabic, Kurdish, Syriac and Iraqi Turkmen dialects. The percentages of different ethno-religious groups residing in Iraq vary from source to source due to the last Iraqi census having taken place over 30 years ago. A new census of Iraq is planned to take place in 2020.
Iraq is the region known outside the Islamic world as Mesopotamia. The population estimate in 1920 was 3 million. The ruins of Ur, Babylon and other ancient cities are situated in Iraq, as is the legendary location of the Garden of Eden. Almost 75% of Iraq's population lives in the flat, alluvial plain stretching southeast from Tikrit to the Persian Gulf. The Tigris and the Euphrates carry about 70 million cubic meters of silt annually from this plain down to the delta. The water from these two great rivers, and the fertility of the soil in the alluvial plain and the delta, allowed early agriculture to sustain a stable population as far back as the 7th millennium BC.
40,194,216 (2018 estimate), ( estimate), up from 31,234,000 (April 2009 IMF estimate)
Births and deaths
Average life expectancy at age 0 of the total population.
Structure of the population (1 July 2013) (Estimates) :
Iraq's dominant ethnic group are the Mesopotamian Arabs, who account for more than three-quarters of the population.
According to the CIA World Factbook, citing a 1987 Iraqi government estimate, the population of Iraq is formed of 70% Arabs followed by 25% Kurds. In addition, the estimate claims that other minorities form 5% of the country's population, including the Turkmen/Turcoman, Yazidis, Shabaks, Kaka'i, Bedouins, Roma, Chaldeans, Assyrians, Circassians, Sabaean-Mandaean, and Persians. However, the International Crisis Group points out that figures from the 1987 census, as well as the 1967, 1977, and 1997 censuses, "are all considered highly problematic, due to suspicions of regime manipulation" because Iraqi citizens were only allowed to indicate belonging to either the Arab or Kurdish ethnic groups; consequently, this skewed the number of other ethnic minorities, such as Iraq's third largest ethnic group – the Turkmens/Turkomans.
A report published by the European Parliamentary Research Service suggests that in 2015 there was 20 million Arabs (15 million Shia and 9 million Sunni); 8 million Sunni Kurds (plus 500,000 Shia Feylis and 200,000 Kaka'i); 0.5 million Iraqi Turkmen/Turkoman; 1 million Black Iraqis; 500,000 Christians (including Chaldeans, Syriacs, Assyrians, Armenians and Arab Christians); 500,000 Yazidis; 250,000 Shabaks; 50,000 Roma; 3,000 Sabean-Mandaeans; 2,000 Circassians; 1,000 Baha’i; and a few dozen Jews.
Arabic and Kurdish are the two official languages of Iraq. Arabic is taught across all schools in Iraq, however in the north the Kurdish language is the most spoken. Eastern Aramaic languages, such as Syriac and Mandaic are spoken, as well as the Iraqi Turkoman language, and various other indigenous languages.
Kurdish, including several dialects, is the second largest language and has regional language status in the north of the country. Aramaic, in antiquity spoken throughout the whole country, is now only spoken by the Assyrian Chaldean minority. The Iraqi Turkmen/Turkoman dialect of Turkish is spoken in pockets of northern Iraq (particularly in the so-called Turkmeneli region) and numerous languages of the Caucasus are also spoken by minorities, notably the Chechen community.
98% of Iraqis follow Islam: 51% Shia and 42% Sunni. 5% of these describe themselves as "Just a Muslim". According to the CIA World Factbook, Shias make up 58% of population, while Sunnis make up 37%. Christianity accounts for 1–2%, and the rest practice Yazidism, Mandaeism, and other religions.
While there has been voluntary relocation of many Christian families to northern Iraq, recent reporting indicates that the overall Christian population may have dropped by as much as 50 percent since the fall of Saddam Hussein in 2003, with many fleeing to Syria, Jordan, and Lebanon (2010 estimate). The percentage of Christians has fallen from 6% in 1991 or 1.5 million to about one third of this. Estimates say there are 500,000 Christians in Iraq.
Nearly all Iraqi Kurds are Sunni Muslims. A survey in Iraq concluded that "98% of Kurds in Iraq identified themselves as Sunnis and only 2% identified as Shias". The religious differences between Sunni Arabs and Sunni Kurds are small. While 98 percent of Shia Arabs believe that visiting the shrines of saints is acceptable, 71 percent of Sunni Arabs did and 59 percent of Sunni Kurds support this practice. About 94 percent of the population in Iraqi Kurdistan is Muslim.
The following demographic statistics are from the CIA World Factbook, unless otherwise indicated.
According to Pew, which surveyed nearly 1,500 scientifically random-sampled Iraqis regarding their religious affiliations, and also their religious beliefs and practices, at "The few available survey measures of religious identity in Iraq suggest that about half the country is Shia. Surveys by ABC News found between 47% and 51% of the country identifying as Shia between 2007 and 2009, and a Pew Research survey conducted in Iraq in late 2011 found that 51% of Iraqi Muslims said they were Shia (compared with 42% saying they were Sunni)." The following figures aren't linked to sources, and therefore may be entirely untrustworthy though the editors at Wikipedia have allowed them to be published here:
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Politics of Iraq
The politics of Iraq take place in a framework of a federal parliamentary representative democratic republic. It is a multi-party system whereby the executive power is exercised by the Prime Minister of the Council of Ministers as the head of government, as well as the President of Iraq, and legislative power is vested in the Council of Representatives and the Federation Council.
The current Prime Minister of Iraq is Mustafa Al-Kadhimi, who holds most of the executive authority and appointed the Council of Ministers, which acts as a cabinet and/or government.
The federal government of Iraq is defined under the current constitution as an Islamic, democratic, federal parliamentary republic. The federal government is composed of the executive, legislative, and judicial branches, as well as numerous independent commissions.
The legislative branch is composed of the Council of Representatives and a Federation Council. The executive branch is composed of the president, the prime minister, and the Council of Ministers. The federal judiciary is composed of the Higher Judicial Council, the Supreme Court, the Court of Cassation, the Public Prosecution Department, the Judiciary Oversight Commission, and other federal courts that are regulated by law. One such court is the Central Criminal Court.
The Independent High Commission for Human Rights, the Independent High Electoral Commission, and the Commission on Integrity are independent commissions subject to monitoring by the Council of Representatives. The Central Bank of Iraq, the Board of Supreme Audit, the Communications and Media Commission, and the Endowment Commission are financially and administratively independent institutions. The Foundation of Martyrs is attached to the Council of Ministers. The Federal Public Service Council regulates the affairs of the federal public service, including appointment and promotion.
The basic subdivisions of the country are the regions and the governorates. Both regions and governorates are given broad autonomy with regions given additional powers such as control of internal security forces for the region such as police, security forces, and guards. The last local elections for the governorates were held in the 2009 Iraqi governorate elections on 31 January 2009.
The constitution requires that the Council of Representatives enact a law which provides the procedures for forming a new region 6 months from the start of its first session. A law was passed 11 October 2006 by a unanimous vote with only 138 of 275 representatives present, with the remaining representatives boycotting the vote. Legislators from the Iraqi Accord Front, Sadrist Movement and Islamic Virtue Party all opposed the bill.
Under the law, a region can be created out of one or more existing governorates or two or more existing regions, and a governorate can also join an existing region to create a new region. A new region can be proposed by one third or more of the council members in each affected governorate plus 500 voters or by one tenth or more voters in each affected governorate. A referendum must then be held within three months, which requires a simple majority in favour to pass. In the event of competing proposals, the multiple proposals are put to a ballot and the proposal with the most supporters is put to the referendum. In the event of an affirmative referendum a Transitional Legislative Assembly is elected for one year, which has the task of writing a constitution for the Region, which is then put to a referendum requiring a simple majority to pass. The President, Prime Minister and Ministers of the region are elected by simple majority, in contrast to the Iraqi Council of Representatives which requires two thirds support.
Iraq is divided into 18 governorates, which are further divided into districts:
Elections for the National Assembly of Iraq were held on January 30, 2005 in Iraq. The 275-member National Assembly was a parliament created under the Transitional Law during the Occupation of Iraq. The newly elected transitional Assembly was given a mandate to write the new and permanent Constitution of Iraq and exercised legislative functions until the new Constitution came into effect, and resulted in the formation of the Iraqi Transitional Government.
The United Iraqi Alliance, tacitly backed by Shia Grand Ayatollah Ali al-Sistani, led with some 48% of the vote. The Democratic Patriotic Alliance of Kurdistan was in second place with some 26% of the vote. Prime Minister Ayad Allawi's party, the Iraqi List, came third with some 14%. In total, twelve parties received enough votes to win a seat in the assembly.
Low Arab Sunni turnout threatened the legitimacy of the election, which was as low as 2% in Anbar province. More than 100 armed attacks on polling places took place, killing at least 44 people (including nine suicide bombers) across Iraq, including at least 20 in Baghdad.
Following the ratification of the Constitution of Iraq on 15 October 2005, a general election was held on 15 December to elect the permanent 275-member Iraqi Council of Representatives.
The elections took place under a list system, whereby voters chose from a list of parties and coalitions. 230 seats were apportioned among Iraq's 18 governorates based on the number of registered voters in each as of the January 2005 elections, including 59 seats for Baghdad Governorate. The seats within each governorate were allocated to lists through a system of Proportional Representation. An additional 45 "compensatory" seats were allocated to those parties whose percentage of the national vote total (including out of country votes) exceeds the percentage of the 275 total seats that they have been allocated. Women were required to occupy 25% of the 275 seats. The change in the voting system gave more weight to Arab Sunni voters, who make up most of the voters in several provinces. It was expected that these provinces would thus return mostly Sunni Arab representatives, after most Sunnis boycotted the last election.
Turnout was high (79.6%). The White House was encouraged by the relatively low levels of violence during polling, with one insurgent group making good on a promised election day moratorium on attacks, even going so far as to guard the voters from attack. President Bush frequently pointed to the election as a sign of progress in rebuilding Iraq. However, post-election violence threatened to plunge the nation into civil war, before the situation began to calm in 2007. The election results themselves produced a shaky coalition government headed by Nouri al-Maliki.
A parliamentary election was held in Iraq on 7 March 2010. The election decided the 325 members of the Council of Representatives of Iraq who will elect the Iraqi Prime Minister and President. The election resulted in a partial victory for the Iraqi National Movement, led by former Interim Prime Minister Ayad Allawi, which won a total of 91 seats, making it the largest alliance in the Council. The State of Law Coalition, led by incumbent Prime Minister Nouri Al-Maliki, was the second largest grouping with 89 seats.
The election was rife with controversy. Prior to the election, the Supreme Court in Iraq ruled that the existing electoral law/rule was unconstitutional, and a new elections law made changes in the electoral system. On 15 January 2010, the Independent High Electoral Commission (IHEC) banned 499 candidates from the election due to alleged links with the Ba'ath Party. Before the start of the campaign on 12 February 2010, IHEC confirmed that most of the appeals by banned candidates had been rejected and 456 of the initially banned candidates would not be allowed to run for the election. There were numerous allegations of fraud, and a recount of the votes in Baghdad was ordered on 19 April 2010. On May 14, IHEC announced that after 11,298 ballot boxes had been recounted, there was no sign of fraud or violations.
The new parliament opened on 14 June 2010. After months of fraught negotiations, an agreement was reached on the formation of a new government on November 11. Talabani would continue as president, Al-Maliki would stay on as prime minister and Allawi would head a new security council.
Parliamentary elections were held in Iraq on 30 April 2014. The elections decided the 328 members of the Council of Representatives who will in turn elect the Iraqi President and Prime Minister.
According to Transparency International, Iraq's is the most corrupt government in the Middle East, and is described as a "hybrid regime" (between a "flawed democracy" and an "authoritarian regime"). The 2011 report "Costs of War" from Brown University's Watson Institute for International Studies concluded that U.S. military presence in Iraq has not been able to prevent this corruption, noting that as early as 2006, "there were clear signs that post-Saddam Iraq was not going to be the linchpin for a new democratic Middle East."
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Economy of Iraq
The economy of Iraq is dominated by the oil sector, which has provided about 99.7% of foreign exchange earnings in modern times. Iraq's hitherto agrarian economy underwent rapid development following the 14 July Revolution overthrowing the Hashemite Iraqi monarchy, becoming the third-largest economy in the Middle East by 1980. This occurred in part because of the Iraqi government's successful industrialization and infrastructure development initiatives in the 1970's, which included irrigation projects, railway and highway construction, and rural electricfication.
In the 1980s, financial problems caused by massive expenditures in the Iran-Iraq War and damage to oil export facilities by Iran led the Ba'athist government to implement austerity measures, borrow heavily, and later reschedule foreign debt payments; Iraq suffered economic losses of at least $80 billion from the war. After the end of hostilities, in 1988, oil exports gradually increased with the construction of new pipelines and restoration of damaged facilities, but again underwent a sharp decline after the Persian Gulf War, dropping to one-fourth of its 1980 gross domestic product and continuing to decline under postwar international sanctions until receiving aid from the U.N. Oil-for-Food Programme in 1997.
Despite the efforts of the Coalition Provisional Authority to modernize Iraq's economy after the 2003 U.S.-led invasion through privatization and reducing its foreign debt, its economy continued to decline due to continued violence, economic mismanagement, and oil shortages caused by outdated technology. Since mid-2009, oil export earnings have returned to levels seen before and government revenues have rebounded, along with global oil prices. In 2011 Baghdad probably will increase oil exports above the current level of per day as a result of new contracts with international oil companies, but is likely to fall short of the per day it is forecasting in its budget. Iraq's recent contracts with major oil companies have the potential to greatly expand oil revenues, but Iraq will need to upgrade its oil processing, pipeline, and export infrastructure to enable these deals to reach their potential.
An improved security environment and an initial wave of foreign investment are helping to spur economic activity, particularly in the energy, construction, and retail sectors. Broader economic improvement, long-term fiscal health, and sustained increases in the standard of living still depend on the government passing major policy reforms and on continued development of Iraq's massive oil reserves. Although foreign investors viewed Iraq with increasing interest in 2010, most are still hampered by difficulties in acquiring land for projects and by other regulatory impediments.
Inflation has decreased consistently since 2006 as the security situation has improved. However, Iraqi leaders remain hard pressed to translate macroeconomic gains into improved lives for ordinary Iraqis. Unemployment remains a problem throughout the country.
Nominal GDP grew by 213% in the 1960s, 1325% in the 1970s, 2% in the 1980s, −47% in the 1990s, and 317% in 2000s.
Real GDP per capita (measured in 1990 $) increased significantly during the 1950s, 60s and 70s, which can be explained by both higher oil production levels as well as oil prices, which famously peaked in the 1970s due to the OPEC's oil embargo, causing the 1973 oil crisis. In following two decades however, GDP per capita in Iraq dropped substantially because of multiple wars, namely the 1980-88 war with Iran, the 1990-1991 Gulf War.
Prior to the outbreak of the war with Iran in September 1980, Iraq's economic prospects were bright. Oil production had reached a level of 560,000 m³ (3.5 million barrels) per day in 1979, and oil revenues were 21 billion dollars in 1979 and 27 billion in 1980 due to record oil prices. At the outbreak of the war, Iraq had amassed an estimated 35 billion in foreign exchange reserves.
The Iran–Iraq War and the 1980s oil glut depleted Iraq's foreign exchange reserves, devastated its economy, and left the country saddled with a foreign debt of more than $40 billion. After the initial destruction of the war, oil exports gradually increased with the construction of new pipelines and the restoration of damaged facilities.
Iraq's seizure of Kuwait in August 1990, subsequent international economic sanctions on Iraq, and damage from military action by an international coalition beginning in January 1991, drastically reduced economic activity. The regime exacerbated shortages by supporting large military and internal security forces and by allocating resources to key supporters of the Ba'ath Party. The implementation of the UN's Oil for Food program in December 1996 helped improve economic conditions. For the first six six-month phases of the program, Iraq was allowed to export increasing amounts of oil in exchange for food, medicine, and other humanitarian goods. In December 1999, the UN Security Council authorized Iraq to export as much oil as required to meet humanitarian needs. Per capita food imports increased substantially, while medical supplies and health care services steadily improved, though per capita economic production and living standards were still well below their prewar level.
Iraq changed its oil reserve currency from the U.S. dollar to the euro in 2000. However, 28% of Iraq's export revenues under the program were deducted to meet UN Compensation Fund and UN administrative expenses. The drop in GDP in 2001 was largely the result of the global economic slowdown and lower oil prices.
The removal of sanctions on 24 May 2003 and rising oil prices in the mid-to-late 2000s led to a doubling in oil production from a low of 1.3 mbpd during the turbulence of 2003 to a high of 2.6 mbpd in 2011. Furthermore, reduced inflation and violence since 2007 have translated to real increases in living standards for Iraqis.
One of the key economic challenges was Iraq's immense foreign debt, estimated at $125 billion. Although some of this debt was derived from normal export contracts that Iraq had failed to pay for, some was a result of military and financial support during Iraq's war with Iran.
The Jubilee Iraq campaign argued that much of these debts were odious (illegitimate). However, as the concept of odious debt is not accepted , trying to deal with the debt on those terms would have embroiled Iraq in legal disputes for years. Iraq decided to deal with its debt more pragmatically and approached the Paris Club of official creditors.
In a December 2006 "Newsweek International" article, a study by Global Insight in London was reported to show "that Civil war or not, Iraq has an economy, and—mother of all surprises—it's doing remarkably well. Real estate is booming. Construction, retail and wholesale trade sectors are healthy, too, according to [the report]. The U.S. Chamber of Commerce reports 34,000 registered companies in Iraq, up from 8,000 three years ago. Sales of secondhand cars, televisions and mobile phones have all risen sharply. Estimates vary, but one from Global Insight puts GDP growth at 17 percent last year and projects 13 percent for 2006. The World Bank has it lower: at 4 percent this year. But, given all the attention paid to deteriorating security, the startling fact is that Iraq is growing at all."
Traditionally, most of Iraq's manufacturing activity has been closely connected to the oil industry. The major industries in that category have been petroleum refining and the manufacture of chemicals and fertilizers. Before 2003, diversification was hindered by limitations on privatization and the effects of the international sanctions of the 1990s. Since 2003, security problems have blocked efforts to establish new enterprises. The construction industry is an exception; in 2000 cement was the only major industrial product not based on hydrocarbons. The construction industry has profited from the need to rebuild after Iraq's several wars. In the 1990s, the industry benefited from government funding of extensive infrastructure and housing projects and elaborate palace complexes.
Agriculture contributes just 3.3% to the gross national product and employs a fifth of the labor.
Historically, 50 to 60 percent of Iraq's arable land has been under cultivation. Because of ethnic politics, valuable farmland in Kurdish territory has not contributed to the national economy, and inconsistent agricultural policies under Saddam Hussein discouraged domestic market production. Despite its abundant land and water resources, Iraq is a net food importer. Under the UN Oil for Food program, Iraq imported large quantities of grains, meat, poultry, and dairy products. The government abolished its farm collectivization program in 1981, allowing a greater role for private enterprise in agriculture.
Iraqi agriculture suffered substantial physical disruption from the Gulf War, and economic disruption from sanctions imposed by the United Nations (August 1990). Sanctions curtailed imports by cutting off Iraq's petroleum exports, and embargoing those agricultural production inputs deemed to have potential military applications. The Iraqi government responded by monopolizing grain and oilseed marketing, imposing production quotas, and instituting a Public Distribution System for basic foodstuffs. By mid-1991 the government supplied a "basket" of foodstuffs that provided about one-third of the caloric daily requirement, and cost consumers about five percent of its market value. With subsidies for agricultural inputs diminished, the prices that the government paid to farmers failed to cover their costs. The implicit tax on agricultural production was estimated to reach 20 to 35 percent by the mid-1990s. In October 1991 the Baghdad regime had withdrawn personnel from the northern region controlled by two Kurdish parties. Kurdistan Region was described as "... a market economy essentially left alone by a very weak governing structure, but heavily influenced by substantial international humanitarian aid flows."
Under an "Oil for Food Program" negotiated with the United Nations, in December 1996 Iraq started exporting petroleum, and used the proceeds to start importing foodstuffs three months later. Grain imports averaged $828 million in the years 1997-2001, an increase of over 180 percent from the previous five-year period. Due to foreign competition, Iraqi production declined (29 percent for wheat, 31 percent for barley, and 52 percent for maize). Because the government had generally neglected the production of forage crops, fruits, vegetables, and livestock other than poultry, those sectors had remained more traditional and market-based, and less buffeted by international affairs. Nevertheless, severe drought, an outbreak of screwworm, and an epizootic of foot-and-mouth disease devastated production during this period. As the Oil for Food Program expanded to cover more agricultural inputs and machinery, the productivity of Iraqi agriculture stabilized around 2002.
Following the invasion led by the United States in March 2003, with incomes of many Iraqis devastated, the market for foodstuffs shrunk. Seeking to re-orient Iraq's economy toward private ownership and international competitiveness, the United States saw the dismantling of the Public Distribution System as essential for a market-driven agriculture. Because of the great reliance of most Iraqis on government-subsidized food, this goal was never realized. Increased productivity became the focus of much of the US-funded agricultural reconstruction program. Many of these projects were undertaken by the Agricultural Reconstruction and Development Iraq (ARDI) program run by Development Alternatives, Inc. (DAI) of Bethesda, Maryland, under a contract with USAID signed on 15 October 2003. While ARDI participated in limited ways, the restoration of Iraq's irrigation systems was mostly funded under USAID's contract with Bechtel International.
ARDI conducted demonstration trials of improved practices and varieties of many crops: winter cereals (wheat and barley), summer cereals (rice, maize, and sorghum), potatoes, and tomatoes. Feed supplements and veterinary treatments were demonstrated to increase ovulation, conception, and birth weights of livestock. Surveys were conducted of poultry growers and apple farmers. Nurseries were established for date palms and grapes. College buildings and farm tractors were rebuilt. ARDI had projects promoting trade associations and producers' co-ops, but also supported extension as an appropriate governmental function. The contract eventually cost over $100 million and lasted through December 2006. Under its Community Action Program, USAID also funded an analysis of markets for sheep and wool. It awarded a contract to the University of Hawaii to revitalize higher education in agriculture. It awarded a contract for $120 million to the Louis Berger Group to promote Iraq's private sector, including agriculture.
Starting in 2006, agricultural reconstruction was also conducted by Provincial Reconstruction Teams within the occupying military forces. Intended to promote goodwill and sap the insurgency, "PRTs" allowed military commanders to identify local needs and, with few bureaucratic hurdles, to dispense up to $500,000. Civilians from many agencies within the U.S. Department of Agriculture, as well as USAID, served tours on PRTs. Some participants criticized the absence of a national agricultural strategy, or clear direction on the design of projects. Others complained that projects emphasized "American-style, 21st-century agricultural technologies and methodologies..." that were inappropriate for Iraq.
Agricultural production has not rebounded noticeably from the reconstruction program. According to the Food and Agriculture Organization (FAO), between 2002 and 2013, production of wheat increased 11 percent and milled rice 8 percent, but barley had decreased 13 percent and maize 40 percent. Scaled in "international dollars" (2004-2006 base equaling 100) Iraq's per capita food production was 135 in 2002, 96 in 2007, and 94 in 2012. The agricultural sector shed workers. In those same years, production per worker was 117, 106, and 130, respectively.
The international Oil-for-Food program (1997–2003) further reduced farm production by supplying artificially priced foreign foodstuffs. The military action of 2003 did little damage to Iraqi agriculture; because of favorable weather conditions, in that year grain production was 22 percent higher than in 2002. Although growth continued in 2004, experts predicted that Iraq will be an importer of agricultural products for the foreseeable future. Long-term plans call for investment in agricultural machinery and materials and more prolific crop varieties—improvements that did not reach Iraq's farmers under the Hussein regime. In 2004 the main agricultural crops were wheat, barley, corn, rice, vegetables, dates, and cotton, and the main livestock outputs were cattle and sheep.
The Agricultural Cooperative Bank, capitalized at nearly 1 G$ - by 1984, targets its low-interest, low-collateral loans to private farmers for mechanization, poultry projects, and orchard development. Large modern cattle, dairy, and poultry farms are under construction. Obstacles to agricultural development include labour shortages, inadequate management and maintenance, salinization, urban migration, and dislocations resulting from previous land reform and collectivization programs.
In 2011, an agricultural adviser to the Iraqi government, Layth Mahdi, summarized the forced United States agricultural reconstruction:Prior to 2003, Iraq had imported about 30 percent of its food needs annually. The decline in agricultural production after this period, created the need for importing 90 percent of the food at a cost estimated at more than $12 billion annually. Due to the sudden shift in the agricultural policy from subsidized assistance to an immediate shift to a free market policy, the outcomes led to a decline in production. The observed outcome resulted in many farmers abandoning the land and agriculture. The impact on natural resources results in an exploited and degraded environment leaving the land destitute and the people impoverished, unemployed [and] experiencing a sense of losing their human dignity.Importation of foreign workers and increased entry of women into traditionally male labour roles have helped compensate for agricultural and industrial labour shortages exacerbated by the war. A disastrous attempt to drain the southern marshes and introduce irrigated farming to this region merely destroyed a natural food producing area, while concentration of salts and minerals in the soil due to the draining left the land unsuitable for agriculture.
In the Mada'in Qada region east of Baghdad, hundreds of small farmers united to form the Green Mada'in Association for Agricultural Development, an agricultural cooperative that provides its members with drip irrigation and greenhouses as well as access to credit.
Throughout the twentieth century, human exploration, shifting agriculture, forest fires, and uncontrolled grazing denuded large areas of Iraq's natural forests, which in 2005 were almost exclusively confined to the northeastern highlands. Most of the trees found in that region are not suitable for lumbering. In 2002 a total of 112,000 cubic meters of wood were harvested, nearly half of which was used as fuel.
Despite its many rivers, Iraq's fishing industry has remained relatively small and based largely on marine species in the Persian Gulf. In 2001 the catch was 22,800 tons.
Aside from hydrocarbons, Iraq's mining industry has been confined to extraction of relatively small amounts of phosphates (at Akashat), salt, and sulfur (near Mosul). Since a productive period in the 1970s, the mining industry has been hampered by the Iran–Iraq War (1980–88), the sanctions of the 1990s, and the economic collapse of 2003.
Iraq is one of the most oil-rich countries in the world. The country holding the fifth largest proven crude oil reserves, totaling 147.22 billion barrels at the end of 2017. Most of this oil—4 million barrels per day out of 4.3 million barrels produced daily—is exported, making Iraq the third-largest exporter of oil. Despite its ongoing civil war, Iraq was able to increase oil production during 2015 and 2016, with production dipping by 3.5 percent in 2017 due to conflict with the Kurdistan Regional Government and OPEC production limits. By world standards, production costs for Iraqi oil are relatively low. However, four wars—the 1980–1988 Iraq-Iran War, 1991 Gulf War, the 2003-2011 War in Iraq, and the civil war—and the 1991–2003 UN sanctions have left the industry's infrastructure in poor condition, and the de facto independence of oil-rich Kurdistan Region have limited production.
In the 1970s, Iraq produced over 3.5 million barrels of oil per day. Production began to fall during the Iran-Iraq War, before plummeting 85 percent after the 1991 invasion of Kuwait. UN sanctions prevented the export of oil until 1996, and then allowed exports only in exchange for humanitarian aid in the Oil-for-Food Programme.
The 2003 lifting of sanctions enabled production—and exports—to restart. Production has since recovered to pre-Gulf War levels, and most of Iraq's oil infrastructure has been repaired, in spite of persistent sabotage by the Islamic State (ISIL) and others. In 2004 Iraq had eight oil refineries, the largest of which were at Baiji, Basra, and Daura.
Despite its oil wealth, sabotage and technical problems at refineries have forced Iraq to import petroleum, other refined oil products, and electricity from neighboring countries, especially Iran. In 2004, for example, Iraq spent $60 million per month for imported gasoline. Sabotage
In late 2004 and early 2005, regular sabotage of plants and pipelines reduced export and domestic distribution of oil, particularly to Baghdad. Nationwide fuel shortages and power outages resulted. Persistent ISIL sabotage of pipelines, power plants and power lines, and theft of oil and electricity have also contributed to the July 2018 protests in southern Iraq.
In 2004 plans called for increased domestic utilization of natural gas to replace oil and for use in the petrochemical industry. However, because most of Iraq's gas output is associated with oil, output growth depends on developments in the oil industry.
Half of Iraq's power plants were destroyed in the Persian Gulf War of 1991, and full recovery never occurred. In mid-2004, Iraq had an estimated 5,000 megawatts of power-generating capacity, compared with 7,500 megawatts of demand. At that time, the transmission system included 17,700 kilometers of line. In 2004 plans called for construction of two new power plants and restoration of existing plants and transmission lines to ease the blackouts and economic hardship caused by this shortfall, but sabotage and looting kept capacity below 6,000 megawatts. The ongoing civil war, sabotage of transmission lines, and government corruption caused the electricity shortage to worsen: by 2010 demand outstripped supply by 6000 megawatts.
Oil continues to dominate Iraq's economy. , oil is responsible for over 65 percent of GDP, 90 percent of government revenue. Petroleum constitutes 94% of Iraq's exports with a value of $59.73 billion in 2017. The central government hopes to diversify the economy away from oil, and has had some success: non-oil GDP growth, which was below the regional average from 2014-2016, pushed above the average in 2017. Despite this, the percent of government spending going to non-oil investment has continued to decline since 2013 and now stands at only 34 percent.
Between June 2009 and February 2010 the Iraqi Oil Ministry tendered for the award of Service Contracts to develop Iraq's existing oil fields. The results of the tender, which were broadcast live on Iraqi television, are as follows for all major fields awarded but excluding the Kurdistan Region where Production Sharing Contracts have been awarded that are currently being disputed by the Baghdad government. All contracts are awaiting final ratification of the awards by the Iraqi government. Company shares are subject to change as a result of commercial negotiations between parties.
"Notes:"
" 1. Field shares are as a % of the total. The Iraq state retains a 25% share in all fields for which Service Contracts have been awarded."
" 2. Production Increase Share is the millions bbls per day that will attract the Service Fee for the company."
" 3. Gross revenue at plateau is the total payment each company will receive upon reaching their declared target plateau production rate (in between 5 and 8 years depending on field), before deduction of any operating costs but in addition to recovery of all development costs as billions of US$ per annum. The total gross revenue for all companies, after recovery of capital costs, is at plateau production of an additional 9.4 mb/d, 4.34 bn US per annum at a $70 bbl oil price. The 2010 Iraq govt budget is $60 billion. $300 billion is approximately $10,000 per annum for each Iraqi citizen."
In summary the shares by region in the increased production are:
Iraq's financial services have been the subject of post-Hussein reforms. The 17 private banks established during the 1990s were limited to domestic transactions and attracted few private depositors. Those banks and two main state banks were badly damaged by the international embargo of the 1990s. To further privatize and expand the system, in 2003 the Coalition Provisional Authority removed restrictions on international bank transactions and freed the Central Bank of Iraq (CBI) from government control. In its first year of independent operation, the CBI received credit for limiting Iraq's inflation. In 2004 three foreign banks received licenses to do business in Iraq.
Because of the danger posed by Iraq's ongoing insurgency, the security industry has been a uniquely prosperous part of the services sector. Often run by former US military personnel, in 2005 at least 26 companies offered personal and institutional protection, surveillance, and other forms of security.
In the early post-Hussein period, a freewheeling retail trade in all types of commodities straddled the line between legitimate and illegitimate commerce, taking advantage of the lack of income tax and import controls.
The Iraq tourism industry, which in peaceful times has profited from Iraq's many places of cultural interest (earning US$14 million in 2001), has been dormant since 2003. Despite conditions, in 2005 the Iraqi Tourism Board maintained a staff of 2,500 and 14 regional offices. Between 2009 and 2010, 165 tourists from 16 different countries entered Iraq to visit historic sites; as of January 2011, a U.S. State Department grant provided $2 million to help preserve Babylon, supporting the re-opening of one of the site's two museums.
During 2003-8, mobile phone subscriptions had expanded over hundred-fold to 10 million nationwide, according to the Brookings Institution.
In 2002 Iraq's labor force was estimated at 6.8 million people.
In 1996 some 66.4 percent of the labor force worked in services, 17.5 percent in industry, and 16.1 percent in agriculture. 2004 estimates of Iraq's unemployment ranged from 30 percent to 60 percent.
The CPA has referred to a 25% unemployment rate, the Iraqi Ministry of Planning mentioned a 30% unemployment rate, whereas the Iraqi Ministry of Social Affairs claims it to be 48%. Other sources are claiming a 20% unemployment rate and a probably 60% under-employment rate. The actual figure is problematic because of high participation in black-market activities and poor security conditions in many populous areas. In central Iraq, security concerns discouraged the hiring of new workers and the resumption of regular work schedules. At the same time, the return of Iraqis from other countries increased the number of job seekers. In late 2004, most legitimate jobs were in the government, the army, the oil industry, and security-related enterprises. Under Saddam Hussein Hussein, many of the highest-paid workers were employed by the greatly overstaffed government, whose overthrow disrupted the input of these people to the economy. In 2004 the U.S. Agency for International Development committed US$1 billion for a worker-training program. In early 2004, the minimum wage was US$72 per month.
Iraq is a founding member of OPEC. Petroleum constitutes 99,7% of Iraq's exports with a value of $43,8 billion in 2016.
From the 1990s until 2003, the international trade embargo restricted Iraq's export activity almost exclusively to oil. In 2003 oil accounted for about US$7.4 billion of Iraq's total US$7.6 billion of export value, and statistics for earlier years showed similar proportions. After the end of the trade embargo in 2003 expanded the range of exports, oil continued to occupy the dominant position: in 2004 Iraq's export income doubled (to US$16.5 billion), but oil accounted for all but US$340 million (2 percent) of the total. In late 2004, sabotage significantly reduced oil output, and experts forecast that output, hence exports, would be below capacity in 2005 as well. In 2004 the chief export markets were the United States (which accounted for nearly half), Italy, France, Jordan, Canada, and the Netherlands. In 2004 the value of Iraq's imports was US$21.7 billion, incurring a trade deficit of about US$5.2 billion. In 2003 the main sources of Iraq's imports were Turkey, Jordan, Vietnam, the United States, Germany, and Britain. Because of Iraq's inactive manufacturing sector, the range of imports was quite large, including food, fuels, medicines, and manufactured goods. By 2010, exports rose to US$50.8 billion and imports rose to US$45.2 billion. Chief 2009 export partners were: U.S., India, Italy, South Korea, Taiwan, China, Netherlands, and Japan. Chief 2009 import partners were: Turkey, Syria, U.S., China, Jordan, Italy, and Germany.
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Transport in Iraq
Transport in Iraq consists of railways, highways, waterways, pipelines, ports and harbors, marines and airports.
"total:"
2,272 km
"standard gauge:"
2,272 km
For more than two decades there have been plans for building a metro system in Baghdad. It is possible that part of the tunnels have been built, but that they are now used for military, shelter, hiding, and escaping purposes. U.N. inspectors have heard of the tunnels for years, but have not found their entrances. map In November, 2008, an overground service dubbed the Baghdad Metro began service. Local government in Baghdad is arranging feasibility studies for the construction of two new underground lines
A 37 km monorail is planned in Najaf, which would link three Shi'ite holy sites.
The first Iraqi Republic Railways train to Basra since the overthrow of Saddam Hussein's regime arrived on 26 April 2003. British troops hope to use the 68 km long railway to transport much-needed aid supplies from the port town of Umm Qasr to Basra.
In June 2011, it was announced that planning had begun for a new high-speed rail line between Baghdad and Basra, with a memorandum of understanding with Alstom having been signed.
All adjacent countries generally use , but may vary in couplings. Neighbours with electrified railways – Turkey and Iran – both use the world standard 25 kVAC
An overland trans-desert bus service between Beirut, Haifa, Damascus and Baghdad was established by the "Nairn Transport Company" of Damascus in 1923.
"total:"
44,900 km
"paved:"
37,851 km,
"unpaved:"
7,049 km (2002)
5,729 km (Euphrates River (2,815 km), Tigris River 1,899 km, Third River (565 km)); Shatt al Arab is usually navigable by maritime traffic for about 130 km. The channel has been dredged to 3 m and is in use. The Tigris and Euphrates Rivers have navigable sections for shallow-draft watercraft; the Shatt al Basrah canal was navigable by shallow-draft craft before closing in 1991 because of the Gulf War.
crude oil 5,432 km; natural gas 2,455 km; refined products 1,637 km; liquid petroleum gas 913 km
"total:"
32 ships (with a volume of or over) totaling /
"ships by type:"
cargo ship 14, passenger ship 1, passenger/cargo 1, petroleum tanker 13, refrigerated cargo 1, roll-on/roll-off ship 2 (1999 est.)
Iraq has about 104 airports as of 2012. Major airports include:
20 (2012)
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Foreign relations of Iraq
Since 1980, the foreign relations of Iraq were influenced by a number of controversial decisions by the Saddam Hussein administration. Hussein had good relations with the Soviet Union and a number of western countries such as France and Germany, who provided him with advanced weapons systems. He also developed a tenuous relation with the United States, who supported him during the Iran–Iraq War. However, the Invasion of Kuwait that triggered the Gulf War brutally changed Iraq's relations with the Arab World and the West. Egypt, Saudi Arabia, Syria and others were among the countries that supported Kuwait in the UN coalition. After the Hussein administration was toppled by the 2003 invasion of Iraq, the governments that succeeded it have now tried to establish relations with various nations.
In September 2005, a joint political declaration between the European Union and Iraq was signed which forms the basis of regular political dialogue. A Trade and Cooperation Agreement between the EU and Iraq is in the process of being negotiated and will probably be concluded during 2008.
July 2005 saw the introduction of EUJUST LEX, the European Union's rule of law operation intended to train Iraqi police and legal officials in human rights along with other issues. Over 1,400 Iraqis have already taken part in training courses.
Iraq belongs to the following international organizations: Arab Fund for Economic and Social Development, Arab League, Arab Monetary Fund, Council of Arab Economic Unity, Customs Cooperation Council, Economic and Social Commission for Western Asia, G-77, International Atomic Energy Agency, International Monetary Fund, International Maritime Organization, Interpol, International Organization for Standardization, International Telecommunication Union, Non-Aligned Movement, Organization of Petroleum Exporting Countries, Organization of Arab Petroleum Exporting Countries, Organisation of Islamic Cooperation, United Nations, Universal Postal Union, World Health Organization and World Bank.
Iraq's relations with other countries and with international organizations are supervised by the Ministry of Foreign Affairs. In 1988 the minister of foreign affairs was Tariq Aziz, who was an influential leader of the Ba'ath Party and had served in that post since 1983. Aziz, Saddam Hussein, and the other members of the Revolutionary Command Council (RCC) formulated Iraq's foreign policy, and the Ministry of Foreign Affairs bureaucracy implemented RCC directives. The Baath maintained control over the Ministry of Foreign Affairs and over all Iraqi diplomatic missions abroad.
Since the overthrow of Saddam Hussein in 2003, Hoshyar Zebari was first appointed Minister of Foreign Affairs in the Iraqi Governing Council in Baghdad on 3 September 2003. On 28 June 2004, he was reappointed as Minister of Foreign Affairs by the Iraqi Interim Government, under Prime Minister Ayad Allawi. On 3 May 2005 he was sworn in as Minister of Foreign Affairs by the Iraqi Transitional Government, under Prime Minister Ibrahim al-Jaafari. On 20 May 2006, he was delegated in for the fourth consecutive time as Foreign Minister in the government of Nouri Al-Maliki.
Iran and Iraq restored diplomatic relations in 1990 but are still trying to work out written agreements settling outstanding disputes from their eight-year war concerning border demarcation, prisoners-of-war, and freedom of navigation and sovereignty over the Shatt al-Arab waterway; in November 1994, Iraq formally accepted the United Nations-demarcated border with Kuwait which had been spelled out in Security Council Resolutions 687 (1991), 773 (1992), and 883 (1993); this formally ends earlier claims to Kuwait and to Bubiyan and Warbah islands although the government continues periodic rhetorical challenges; dispute over water development plans by Turkey for the Tigris and Euphrates rivers.
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Demographics of the Republic of Ireland
The Republic of Ireland had a population of 4,761,865 at the 2016 census.
The island of Ireland, throughout most of its history, had a small population, comparable to that of other regions of similar area in Europe. In the 18th and early 19th centuries, Ireland experienced a major population boom as a result of the Agricultural and Industrial Revolutions. In the 50-year period 1790-1840, the population of the island doubled from 4 million to 8 million. At its peak, Ireland's population density was similar to that of England and continental Europe.
This changed dramatically with the Great Famine of the mid-19th century, which led to mass starvation and consequent mass emigration. In the area covering the present day Republic of Ireland, the population reached about 6.5 million in the mid 1840s. Ten years later it was down to 5 million. The population continued a slow decline well into the 20th century, with the Republic recording a low of 2.8 million in the 1961 census.
During the 1960s, the population started to grow once more, although slowly as emigration was still common. In the 1990s the country entered a period of rapid economic growth as a result of the Celtic Tiger Irish economic boom. The Republic started to receive Immigration from that had never previously happened. Many former Irish emigrants returned home, and the Republic of Ireland became an attractive destination for immigrants, from other member states EU such as Central Europe, but also from outside the EU such as Africa, Asia and elsewhere. With the 2008 onset of the Irish economic and banking crisis, the state's economy suffered, and the Republic of Ireland has once again been experiencing net emigration of its citizens, but immigration remains high.
In November 2013, Eurostat reported that the republic had the largest net emigration rate of any member state, at 7.6 emigrants per 1,000 population. However, it has the youngest population of any European Union member state and its population size is predicted to grow for many decades, in contrast with the declining population predicted for most European countries. A report published in 2008 predicted that the population would reach 6.7 million by 2060. The Republic has also been experiencing a baby boom, with increasing birth rates and overall fertility rates. Despite this, the total fertility rate is still below replacement depending on when the measurement is taken. The Irish fertility rate is still the highest of any European country. This increase is significantly fuelled by non-Irish immigration – in 2009, a quarter of all children born in the Republic were born to mothers who had immigrated from other countries.
Gaelic culture and language forms an important part of the Irish national identity.
The Irish Travellers are an indigenous minority ethnic group, formally recognised by the Irish State since 1 March 2017.
In 2008, Ireland had the highest birth rate (18.1 per 1,000), lowest death rate (6.1 per 1,000) and highest net-migration rate (14.1 per 1,000) in the entire European Union – and the largest population growth rate (4.4%) in the 27-member bloc as a result.
Ireland contains several immigrant communities, especially in Dublin. The most common foreign nationalities include Polish, British, Lithuanian and Latvian
There is only genetic evidence for pre-Celtic migration into Ireland. The Irish people may therefore be described as strongly influenced by Celtic language and traditions.
The total fertility rate is the number of children born per woman. It is based on fairly good data for the entire period. Sources: Our World In Data and Gapminder Foundation.
Source: "UN World Population Prospects"
Demographic statistics according to the World Population Review in 2019.
The following demographic statistics are from the Republic of Ireland's Central Statistics Office (CSO), Eurostat and the CIA World Factbook.
Irish 82.2%, Irish travelers 0.7%, other white 9.5%, Asian 2.1%, black 1.4%, other 1.5%, unspecified 2.6% (2016 est.)
Irish, with Norse (Scandinavian), Norman, English, French, Scottish, and Welsh, Ulster-Scots and various immigrant populations – the largest immigrant groups, with over 10,000 people, are the British, Croats, Poles, Americans, Lithuanians, Latvians, Germans, Nigerians, Indians, Pakistanis and Chinese.
Ethnic backgrounds: Irish: 82.2%, Irish Traveller: 0.7%, Other White: 9.5% (total White: 92.4%), Asian: 2.1%, Black: 1.3%, Other: 1.5%, Not Stated: 2.6% (2016)
The Republic of Ireland is a predominantly Christian country. The majority are Roman Catholic. The number of people who declare themselves Catholic has been declining in recent years. Irreligion has almost doubled since 2011 with 9.8% declaring 'No Religion' in 2016, overtaking Protestantism as the second largest group in the state. The various Protestant and other Christian faiths represent 5.6. Immigration has brought other faiths, Islam at 1.3%, other religions 2.4% and 2.6% gave no answer.
English is the most commonly used language, with 84% of the population calling it their mother tongue. Irish is the first official language of the state, with 11% calling it their mother tongue. Irish is the main language of the Gaeltacht regions, where 96,628 people live. The main sign language used is Irish Sign Language.
Groups:
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Politics of the Republic of Ireland
Ireland is a parliamentary, representative democratic republic and a member state of the European Union. While the head of state is the popularly elected President of Ireland, it is a largely ceremonial position, with real political power being vested in the Taoiseach, who is nominated by the Dáil and is the head of the government.
Executive power is exercised by the government, which consists of no more than 15 cabinet ministers, inclusive of the Taoiseach and Tánaiste (the deputy leader of government). Legislative power is vested in the Oireachtas, the bicameral national parliament, which consists of Dáil Éireann, Seanad Éireann and the President of Ireland. The judiciary is independent of the executive and the legislature. The head of the judiciary is the Chief Justice, who presides over the Supreme Court.
Ireland has a multi-party system. Fianna Fáil and Fine Gael, historically opposed and competing entities, which both occupy the traditional centre ground, trace their roots to the opposing sides of the Irish Civil War, and all governments since 1932 have been led by one other party, with Fianna Fáil having had sufficient support at many elections to govern alone. Fluctuations in seat levels allowed changes in governments through different coalitions. From 1932 to 2011, the parties were stable in their support, with Fianna Fáil the largest at each election, Fine Gael the second largest, and on all but two occasions, the Labour Party the third party. The last three elections, however, have each had more volatile results. At the 2011 election, the largest parties in order were Fine Gael, Labour and Fianna Fáil; at the 2016 election, the largest parties in order were Fine Gael, Fianna Fáil and Sinn Féin; and at the 2020 election, the largest parties were Fianna Fáil first in seats (second in votes), Sinn Féin second in seats (first in votes), and then Fine Gael.
The state operates under the Constitution of Ireland () which was adopted in 1937 by means of a plebiscite. The constitution falls within the liberal democratic tradition. It defines the organs of government and guarantees certain fundamental rights. The Constitution can only be amended by means of a referendum. Important constitutional referendums have concerned issues such as abortion, the status of the Catholic Church, divorce, European Union and same-sex marriage.
The head of state is the President of Ireland. In keeping with the state's parliamentary system of government, the President exercises a mainly ceremonial role but does possess certain specific powers. The presidency is open to all Irish citizens who are at least 35. They are directly elected by secret ballot under the alternative vote. A candidate may be nominated for election as President by no fewer than 20 members of the Oireachtas or by four or more of Ireland's 31 County and City Councils. A retiring President may nominate themselves as a candidate for re-election. If only one valid candidate is nominated for election, for example if there is consensus among the political parties to nominate a single candidate, it is unnecessary to proceed to a ballot and that candidate is deemed elected. The President is elected to a seven-year term of office and no person may serve more than two terms.
In carrying out certain of their constitutional functions, the President is aided by the Council of State. There is no Vice-President in Ireland. If for any reason the President is unable to carry out their functions, or if the Office of President is vacant, the duties of the President are carried out by the Presidential Commission.
The President may not veto bills passed by the Oireachtas but may, after consultation with the Council of State, refer them to the Supreme Court of Ireland for a ruling on whether they comply with the constitution. The President may refuse a request of the Taoiseach for a dissolution of Dáil Éireann, although no request for a dissolution had been refused.
Article 15 of the Constitution of Ireland established the Oireachtas as the national parliament of Ireland. The Oireachtas consists of the President of Ireland and two elected houses: Dáil Éireann (the House of Representatives) and Seanad Éireann (the Senate). As the Oireachtas also consists of the President, the title of the two law-making houses is the Houses of the Oireachtas. The Dáil is by far the dominant house of the legislature.
Members of the Dáil are directly elected at least once in every five years under the single transferable vote form of proportional representation from multi-seat constituencies. Membership of the house is open to all Irish citizens who are at least 21 and permanently resident in the State. The electorate consists of all Irish and British citizens resident in Ireland over the age of 18. Members of the Dáil are known as Teachta Dála or TDs. Currently there are 160 TDs, of which one, the Ceann Comhairle (Chairman), is automatically returned at an election. The Taoiseach, Tánaiste and the Minister for Finance must be members of the Dáil. The Dáil is the only House which can introduce and amend money bills (i.e. financial and tax legislation). Since the early 1980s, no single party has had a majority in Dáil Éireann, so that coalition governments have been the norm.
The Seanad is a largely advisory body. It consists of sixty members called Senators. An election for the Seanad must take place no later than 90 days after a general election for the members of the Dáil. Eleven Senators are nominated by the Taoiseach while a further six are elected by certain national universities. The remaining 43 are elected from special vocational panels of candidates, the electorate for which consists of the 60 members of the outgoing Senate, the 160 TDs of the incoming Dáil and the 883 elected members of 5 city and 29 county councils. The Seanad has the power to delay legislative proposals and is allowed 90 days to consider and amend bills sent to it by the Dáil (excluding money bills). The Senate is only allowed 21 days to consider money bills sent to it by the Dáil. The Senate cannot amend money bills but can make recommendations to the Dáil on such bills. No more than two members of a government may be members of the Seanad, and only twice since 1937 have members of the Seanad been appointed to government.
Executive authority is exercised by a cabinet known simply as "the Government". Article 28 of the Constitution states that the Government may consist of no less than seven and no more than fifteen members, namely the Taoiseach (prime minister), the Tánaiste (deputy prime minister) and up to thirteen other ministers. The Minister for Finance is the only other position named in the Constitution. The Taoiseach is appointed by the President, after being nominated by Dáil Éireann. The remaining ministers are nominated by the Taoiseach and appointed by the President following their approval by the Dáil. The Government must enjoy the confidence of Dáil Éireann and, in the event that they cease to enjoy the support of the lower house, the Taoiseach must either resign or request the President to dissolve the Dáil, in which case a general election follows.
Ireland is a common law jurisdiction. The judiciary consists of the Supreme Court, the Court of Appeal and the High Court established by the Constiution and other lower courts established by statute law. Judges are appointed by the President after being nominated by the Government and can be removed from office only for misbehaviour or incapacity, and then only by resolution of both houses of the Oireachtas. The final court of appeal is the Supreme Court, which consists of the Chief Justice, nine ordinary judges and, the Presidents of the Court of Appeal and the High Court. The Supreme Court rarely sits as a full bench and normally hears cases in chambers of three, five or seven judges.
The courts established by the constitution have the power of judicial review and may declare to be invalid both laws and acts of the state which are repugnant to the constitution.
The Government, through the civil and public services and state-sponsored bodies, is a significant employer in the state; these three sectors are often called the "public sector". Management of these various bodies vary, for instance in the civil service there will be clearly defined routes and patterns whilst among public services a sponsoring minister or the Minister for Finance may appoint a board or commission. Commercial activities, where the state involves itself, are typically through the state-sponsored bodies which are usually organised in a similar fashion to private companies.
A 2005 report on public sector employment, showed that in June 2005 the numbers employed in the public sector stood at 350,100; of these by sector they were 38,700 (civil service), 254,100 (public service) and 57,300 (state-sponsored). The total workforce of the state was 1,857,400 that year, thus the public sector represents approximately 20% of the total workforce.
The civil service of Ireland consists of two broad components, the "Civil Service of the Government" and the "Civil Service of the State". Whilst these two components are largely theoretical, they do have some fundamental operational differences. The civil service is expected to maintain the political impartiality in its work, and some sections of it are entirely independent of Government decision making.
The public service is a relatively broad term and is not clearly defined and sometimes is taken to include the civil service. The public service proper consists of Government agencies and bodies which provide services on behalf of the Government but are not the core civil service. For instance local authorities, Education and Training Boards and Garda Síochána are considered to be public services.
Article 28A of the constitution of Ireland provides a constitutional basis for local government. The Oireachtas is empowered to establish the number, size and powers of local authorities by law. Under Article 28A, members of local authorities must be directly elected by voters at least once every five years.
Local government in Ireland is governed by a series of Local Government Acts, beginning with the Local Government (Ireland) Act 1898. The most significant of these is the Local Government Act 2001, which established a two-tier structure of local government. The Local Government Reform Act 2014 abolished the bottom tier, the town councils, leaving 31 local authorities. There are 26 County Councils (County Dublin been divided into three council areas), 3 City Councils (Dublin, Cork and Galway), and 2 City and County Councils (Limerick and Waterford).
A number of political parties are represented in the Dáil and coalition governments are common. The Irish electoral system has been characterised by the two and a half party system, with two large catch all parties, this being Fine Gael and Fianna Fáil, dominating, and the “half-party,” being Labour. This changed after the 2011 general election, following the large drop in support for Fianna Fáil and the rise in support for other parties. Ireland's political landscape changed dramatically after the 2020 general election, when Sinn Féin made gains to become the joint-largest party in the Dáil.
Fianna Fáil, a traditionally Irish republican party founded in 1927 by Éamon de Valera, is the joint-largest party in the Dáil and considered centre-right. It first formed a government on the basis of a populist programme of land redistribution and national preference in trade and republican populism remains a key part of its appeal. It has formed government seven times since Ireland gained independence: 1932–1948, 1951–1954, 1957–1973, 1977–1981, 1982, 1987–1994, and 1997–2011. Fianna Fáil was the largest party in the Dáil from 1932 to 2011. It lost a huge amount of support in the 2011 general election, going from 71 to 20 seats, it's lowest ever. It's loss in support was mainly due to its handling of the 2008 economic recession. It has since regained some support, but is yet to recover to its pre-2011 levels.
The other joint-largest party is Sinn Féin, established in its current form in 1970. The original Sinn Féin played a huge role in the Irish War of Independence and the First Dáil. Fine Gael and Fianna Fáil trace their origins to that party. The current-day party has been historically linked to the Provisional IRA. The party is a Republican party which takes a more left wing stance on economics and social policy than the Labour Party. Sinn Féin received the highest percentage vote in the 2020 general election.
The third largest party in the Dáil is Fine Gael, which has its origins in the pro-treaty movement of Michael Collins in the Irish Civil War. Traditionally the party of law and order, it is associated with strong belief in pro-enterprise and reward. Despite expressions of Social Democracy by previous leader Garrett Fitzgerald, today, it remains a Christian democratic, economically liberal party along European lines, with a strongly pro-European outlook. Fine Gael was formed out of a merger of Cumann na nGaedheal, the Centre Party and the Blueshirts. In recent years it has generally been associated with a liberal outlook. It has formed government in the periods 1922–1932 (Cumann na nGaedheal), 1948–1951, 1954–1957, 1973–1977, 1981–1982, 1982–1987, 1994–1997, and 2011 to present. Fine Gael made massive gains at the 2011 general election, winning 78 seats, it's highest ever.
The fourth largest party in the Dáil is the Green Party, which made significant gains at the 2020 general election.
The joint-fifth largest party in the Dáil is the centre-left Labour Party which was founded by James Connolly and Jim Larkin in 1912. Labour have formal links with the trade union movement and have governed in seven coalition governments – six led by Fine Gael and one by Fianna Fáil. This role as a junior coalition partner has led to Labour being classed as the half party of Ireland's two and a half party system. Labour won a record number of seats, 37, at the 2011 general election, becoming the second largest party for the first time. It went into coalition with Fine Gael, who also won a record number of seats. Labour was Ireland's third party or “half-party” up until the 2016 general election, when it suffered the worst general election defeat in its history, gaining just 7 seats. A lot of this was due to its being in government with Fine Gael, who introduced austerity measures to deal with the economic crisis.
The other fifth-largest Dáil party is the Social Democrats. The Social Democrats are a relatively new party and made gains at the 2020 general election.
The Solidarity–People Before Profit electoral alliance, consisting of the Solidarity and People Before Profit currently occupy the 6th largest grouping within Dáil Éireann. Formed in 2015, the group represents a left-wing, socialist viewpoint.
Other parties and political alliances represented in the Dáil after the 2020 general election are Independents 4 Change and Aontú.
The Independent Alliance, a loose alliance of independents formed in 2015, returned 6 TDs after the 2016 general election. 5 of the 6 helped elect Enda Kenny as Taoiseach again after the election, and have since entered government in various forms. Independent Alliance is defunct as of 2020.
Ireland's foreign relations are substantially influenced by its membership of the European Union, although bilateral relations with the United States and United Kingdom are also important to the country. It is one of the group of smaller nations in the EU, and has traditionally followed a non-aligned foreign policy.
Ireland tends towards independence in foreign policy, thus it is not a member of NATO and has a longstanding policy of military neutrality.
This policy has helped the Irish Defence Forces to be successful in their contributions to UN peace-keeping missions since 1960 (in the Congo Crisis ONUC) and subsequently in Cyprus (UNFICYP), Lebanon (UNIFIL), Iran/Iraq Border (UNIIMOG), Bosnia and Herzegovina (SFOR & EUFOR Althea), Ethiopia and Eritrea (UNMEE), Liberia (UNMIL), East Timor (INTERFET), Darfur and Chad (EUFOR Tchad/RCA). Irish Defence Forces do not deploy in Missions
The Republic of Ireland is member of the Australia Group, BIS, British-Irish Council, CE, Celtic League, EBRD, ECE, EIB, EMU, ESA, EU, FAO, IAEA, IBRD, ICAO, ICC, ICC, ITUC, ICRM, IDA, IEA, IFAD, IFC, IFRCS, ILO, IMF, International Maritime Organization, Intelsat, Interpol, IOC, IOM (observer), ISO, ITU, MINURSO, NAM (guest), NEA, NSG, OECD, OPCW, OSCE, PFP, UN, UNCTAD, UNESCO, UNFICYP, UNHCR, UNIDO, UNIFIL, UNIKOM, UNITAR, UNMIBH, UNMIK, UNMOP, UNTAET, UNTSO, UPU, WCO, WEU (observer), WHO, WIPO, WMO, WTrO, and the Zangger Committee.
Northern Ireland has been a major factor in Irish politics since the island of Ireland was divided between Northern Ireland and what is now the Republic in 1920. The creation of Northern Ireland led to conflict between northern nationalists (mostly Roman Catholic) who seek unification with the Republic and Unionists (mostly Protestant) who opposed British plans for Irish Home Rule and wished for Northern Ireland to remain within the United Kingdom. After the formation of Northern Ireland in 1921 following its opt out from the newly formed Irish Free State, many Roman Catholics and Republicans were discriminated against. The abolition of Proportional Representation and the gerrymandering of constituency boundaries led to Unionists being over-represented at Stormont and at Westminster. Even James Craig who was prime minister of Northern Ireland boasted of his Protestant Parliament for a Protestant People. In the 1960s NICRA was set up to end discrimination between Catholics and Protestants. There was a massive backlash to this from sections of the Unionist community. This conflict exploded into violence in the late sixties with the beginning of the Troubles, involving groups such as the Provisional IRA, loyalist paramilitaries, the police and the British army, the latter originally drafted in to protect Catholic communities from loyalist violence. These clashes were to result in the suspension of the Stormont Parliament and unsuccessful efforts by the British Government to encourage a power-sharing Executive in Northern Ireland which were only realised following the Good Friday Agreement in 1998. The Troubles caused thousands of deaths in Northern Ireland but also spilled over into bombings and acts of violence in England and the Republic.
Since its foundation it has been the stated long-term policy of governments of what is now the Republic to bring an end to the conflict in Northern Ireland and to bring about a united Ireland. Northern Ireland has also, in the past, often been a source of tension between the Irish Government and the government of the United Kingdom. To find a solution to the Troubles the Irish Government became a partner in the Good Friday Agreement in 1998.
While Sinn Féin have long organised in both Northern Ireland and the Republic, Fianna Fáil have recently opened a "cumann" (branch) in Derry and begun recruiting members at Queen's University, Belfast although both are extremely small.
Under the Good Friday Agreement and Article 3 of the Constitution a North-South Ministerial Council and six North-South Implementation Bodies co-ordinate activities and exercise a limited governmental role within certain policy areas across the whole island of Ireland. The Implementation Bodies have limited executive authority in six policy areas. Meetings of the Council take the form of meetings between ministers from both the Republic's Government and the Northern Ireland Executive. The Council was suspended from 2002 to 2007. However, with the resumption of devolved government in Northern Ireland in May 2007, the Council has now re-assumed its duties.
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Telecommunications in the Republic of Ireland
Telecommunications in Ireland operate in a regulated competitive market that provides customers with a wide array of advanced digital services. This article explores Ireland's telecommunications infrastructure including: fixed and mobile networks, voice, data and Internet services, cable television, developments in next generation networks and broadcast networks for radio and television.
Telecommunications, including radio frequency spectrum licensing and the postal sector, are regulated by the Commission for Communications Regulation (ComReg). ComReg was established on 1 December 2002. The Broadcasting Authority of Ireland (BAI) () is the regulator of both public and commercial broadcasting sector in Ireland. It was established on 1 October 2009, replacing the Broadcasting Commission of Ireland (BCI) ().
The Minister for Communications, Climate Action and Environment has overall responsibility for national policy and regulation of both telecommunications and broadcasting.
The telecommunications market in Ireland was opened to competition in 1998. In 2007 licensed operators other than Eir, the former state-owned monopoly, accounted for 32% of the market. By June 2011 this figure had risen to 41% of fixed line revenue. Eir remains the largest telecommunications company in Ireland, offering fixed, mobile, and broadband services. As Bord Telecom Éireann, the company was state owned until 1999, when it was floated on the Irish and New York Stock Exchanges.
Dublin Docklands Telecommunications Network
In 2016 Dublin City Council made the decision to implement an Open Access telecommunications infrastructure based on the provision of fibre optic cable to interested parties on an equal and open basis within the Dublin Docklands. After a competitive procurement process, Novegen was appointed by DCC as its Telecommunications Agent for the Docklands Network. The model provides that Fibre connectivity can be leased as per a published rate card and its aim is to make the Docklands the best place for businesses that are dependent on high quality telecommunications connectivity to be based. http://www.dublindocklands.ie/telecommunications-0
Ireland's telecommunications network is a modern digital system connected by an extensive national fibre optic network with multiple high capacity fibre optic links to the UK, Continental Europe, North America and with dedicated capacity on routes to Asia and other parts of the globe.
There is an open and competitive telecommunications market regulated by ComReg. However, the fixed-line market is still dominated by the incumbent operator Eir.
Several companies operate national fibre optic networks including Eir, BT Ireland, ESB Group and Virgin Media Ireland. Eir's fibre network is the most extensive covering most parts of the country with 12,000 km of fibre routes (>40,000 km of fibres)
Eir's Next Generation Network upgrade rolled out Dense Wavelength Division Multiplexing (DWDM) which is capable of delivering up to 320 Gbit/s along a single fibre route.
This upgrade also sees Eir's core infrastructure moving to an all-IP network. It has major aggregation nodes at 140 locations around Ireland and onward fibre connections to another 470 central office sites.
Ireland also has major connections to multiple international fibre optic networks, an example of which is GTT Communications.
94 Irish towns and cities also have access to publicly owned, carrier-neutral metropolitan fibre networks managed by e|net.
These networks can be used by any licensed Irish telecommunications operator to provide commercial or residential end users with products.
For residential and small business providers, most major urban areas have access to Virgin Media Ireland's HFC network which provides speeds of up to 360Mbit/s using EuroDOCSIS 3.0 cable modem technology.
Eir is also in the process of rolling out FTTC which provides speeds of up to 1000Mbit/s down and 20Mbit/s up. The system uses VDSL2 and vectoring between the FTTC cabinet and the end user. Retail services using this next generation access infrastructure are provided by approximately 15 operators.
Ireland has three mobile networks that own and operate their own network infrastructure and a number of MVNO operators that operate mobile phone services using one of these infrastructure providers' radio networks. The three infrastructure owning networks are:
Meteor and Eir Mobile were the first to launch 4G LTE services in Ireland on 26 September 2013, followed by Vodafone on 14 October 2013, and Three on 27 January 2014. O2 was due to launch its 4G services later in 2014, but plans were put on hold when its acquisition by Three was approved in May, and from the time of the merger in 2015, previous O2 customers gained 4G coverage through Three's network, albeit with initial service problems.
In 2016, 41.9% of Ireland's mobile subscriptions were using 4G technology. 3G remained the dominant technology with 44.6% share, however, it is likely to be overtaken by 4G in 2017.
As mobile phone services become more price competitive, more Irish customers are opting to drop landline services. This is reflected by a sharp fall in the number of fixed line channels in use and an equivalent increase in mobile subscriptions. Details are tracked on ComReg's ComStat website
There are three mobile telecommunications providers: Three Ireland, eirMobile and Vodafone Ireland.
There are also some MNVOs (Mobile Network Virtual Operator), such as: 48 Months, Lycamobile, Postmobile, Tesco Mobile, Virgin Mobile.
The original network was taken over by the Irish Department of Posts and Telegraphs (P&T) from the British Post Office in 1921 and used a mixture of manual and step-by-step automatic exchanges. Development of the network was relatively stagnant with slow rollout of automatic switching using step-by-step exchanges until after WWII.
From 1957 onwards, P&T began to roll out more modern crossbar switches primarily using equipment supplied by Ericsson built at their Athlone facility. ITT Pentaconta crossbar switches, built by CGCT (Compagnie générale de constructions téléphoniques) were also used in some areas. This saw significant improvements to many services, but the network was still quite underdeveloped in rural areas.
Digital switching was introduced in 1980 using Ericsson AXE and Alcatel E10 switches both of which were manufactured at facilities in Ireland. This saw a total transformation of the telephone network with modern automatic and digital services reaching even the most rural parts of Ireland by the mid-1980s.
The fixed-line network is now made up of multiple operators using a diverse range of digital technologies including VoIP.
Ireland's first mobile telephone network, Eircell, went live in 1986 using the analogue TACS system.
2G GSM services from Eircell launched on 1 July 1993. Digifone followed in 1997, then Meteor in 2001 (having been licensed in 1998) and 3 Ireland launched its UMTS 3G-only service in 2005.
3G services launched in 2004 (Vodafone Ireland) and other networks quickly followed suit, and 4G launched in 2013 (Meteor) and is now available on most networks. Meteor was bought out by Eir in 2005 and eventually rebranded as Eir in 2017.
Broadband Internet access is available in Ireland via DSL, cable, wireless, and satellite. By the end of 2011 Eircom announced that 75% of its working lines would be connected to Next Generation Broadband (NGB) enabled exchanges.
Currently available services (Q3 2014)
A typical monthly broadband Internet subscription cost $26.02 in 2011, 14% less than the average of $30.16 for the 34 Organisation for Economic Co-operation and Development (OECD) countries surveyed.
In August 2012 Pat Rabbitte, the Minister for Communications, Energy and Natural Resources, outlined a national broadband plan with goals of:
Founded in 1996, the Internet Neutral Exchange (INEX) is an industry-owned association that provides IP peering and traffic exchange for its members in Ireland. The INEX switching centres are located in five secure data centres in Dublin and one in Cork: TeleCity Group in Kilcarbery Park, Dublin 22 & TeleCity Group in Citywest Business Campus, Dublin 24 and Interxion DUB1, and Interxion DUB2 in Park West, and Vodafone Clonshaugh as well as at CIX, Hollyhill, Cork T23 R68N. The switches are connected by dedicated resilient fibre links. In June 2015 it listed 74 full and 21 associate members.
Established in 1998, the Internet Service Providers Association of Ireland (ISPAI) listed 24 Internet access and hosting providers as members in 2012.
Television in Ireland is broadcast using DVB-T using the common platform specifications defined by NorDig which apply in the Nordic countries and Ireland. Video is encoded using the MPEG4 system.
The analogue PAL-I broadcasting system is no longer on air.
Cable systems operate using the DVB-C standard and Satellite is broadcast using DVB-S/S2.
Some areas still carry a range of cable channels in analogue PAL-I format. Although, this is normally just a legacy service provided by default. It is not possible to subscribe to analogue cable as a new customer.
Radio is broadcast primarily using FM 88-108 MHz.
Digital DAB Radio is also available in some areas.
RTÉ Radio 1 is also broadcast on Longwave 252 kHz (AM)
Mediumwave services have been discontinued.
2RN operates a national FM network and DAB services. However, most independent FM stations own their own broadcasting infrastructure.
Raidió Teilifís Éireann ("Radio [and] Television of Ireland"; abbreviated as RTÉ) is a statutory semi-state company and the public service broadcaster that dominates the radio and TV sectors in Ireland. The first commercial radio stations began broadcasting in 1989. Prior to 1989 hundreds of pirate radio stations were a mainstay of radio listener-ship, particularly in Dublin, and a handful of pirate stations continue to operate illegally today. In 1998 TV3 became the first privately owned commercial TV station and it remains the main free-to-air service after RTÉ. Competition also comes from British public and private terrestrial TV. Satellite and cable TV are widely available. There are also non-commercial community and special interest radio stations.
RTÉ both produces programmes and broadcasts them on television, radio and the Internet in English and Irish. The radio service began on 1 January 1926, while regular television broadcasts began on 31 December 1961, making RTÉ one of the oldest continuously operating public service broadcasters in the world. Some RTÉ services are only funded by advertising, while other RTÉ services are only funded by the television licence fee.
Saorview ( ) is Ireland's national free-to-air digital terrestrial television (DTT) service operated by 2RN. Trial service began on 29 October 2010 with full service to the public from May 2011. Analogue television transmissions ended on 24 October 2012.
SAORSAT is Ireland's national free-to-air digital satellite television service, also operated by 2RN. SAORSAT delivers Irish television services to the 1% to 2% of homes that are not covered by the SAORVIEW Digital Terrestrial Television service.
A television licence is required for any address at which there is a television set or device that is not exempt. The annual licence fee is €160. The licence is free to senior citizens (to anyone over the age of 70, some over 66), some social welfare recipients, and individuals who are blind.
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Transport in Ireland
Most of the transport system in Ireland is in public hands, either side of the Irish border. The Irish road network has evolved separately in the two jurisdictions into which Ireland is divided, while the Irish rail network was mostly created prior to the partition of Ireland.
In the Republic of Ireland, the Minister for Transport, acting through the Department of Transport, is responsible for the state's road network, rail network, public transport, airports and several other areas. Although some sections of road have been built using private or public-private funds, and are operated as toll roads, they are owned by the Government of Ireland. The rail network is also state-owned and operated, while the government currently still owns the main airports. Public transport is mainly in the hands of a statutory corporation, Córas Iompair Éireann (CIÉ), and its subsidiaries, Bus Átha Cliath (Dublin Bus), Bus Éireann (Irish Bus), and Iarnród Éireann (Irish Rail).
On 1 November 2005, the Irish government published the Transport 21 plan which includes €18bn for improved roads and €16bn for improved rail, including the Western Railway Corridor and the Dublin Metro.
The Republic of Ireland's transport sector is responsible for 21% of the state's greenhouse gas emissions.
In Northern Ireland, the road network and railways are in state ownership. The Department for Infrastructure is responsible for these and other areas (such as water services). Two of the three main airports in Northern Ireland are privately operated and owned. The exception is City of Derry Airport, which is owned and funded by Derry City Council. A statutory corporation, the Northern Ireland Transport Holding Company (which trades as Translink) operates public transport services through its three subsidiaries – NI Railways Company Limited, Ulsterbus Limited, and Citybus Limited (now branded as Metro).
Ireland's railways are in State ownership, with Iarnród Éireann (Irish Rail) operating services in the Republic and NI Railways operating services in Northern Ireland. The two companies co-operate in providing the joint Enterprise service between Dublin and Belfast. InterCity services are provided between Dublin and the major towns and cities of the Republic, and in Ulster along the Belfast–Derry railway line. Suburban railway networks operate in Dublin, Dublin Suburban Rail, and Belfast, Belfast Suburban Rail, with limited local services being offered in, or planned for, Cork, Limerick, and Galway.
The rail network in Ireland was developed by various private companies during the 19th century, with some receiving government funding. The network reached its greatest extent by 1920. A broad gauge of 1600mm (5 ft 3in) was agreed as the standard for the island, although there were also hundreds of kilometres of 914mm (3 ft) narrow gauge railways.
Many lines in the west were decommissioned in the 1930s under Éamon de Valera, with a further large cull in services by both CIÉ and the Ulster Transport Authority (UTA) during the 1960s, leaving few working lines in the northern third of the island. There is a campaign to bring some closed lines back into service, in particular the Limerick-Sligo line (the Western Railway Corridor), to facilitate economic regeneration in the west, which has lagged behind the rest of the country. There is also a move to restore service on the Dublin to Navan line, and smaller campaigns to re-establish the rail links between Sligo and Enniskillen/Omagh/Derry and Mullingar and Athlone/Galway. Under the Irish government's Transport 21 plan, the Cork to Midleton rail link was reopened in 2009. The re-opening of the Navan-Clonsilla rail link and the Western Rail Corridor are amongst future projects as part of the same plan.
Public transport services in Northern Ireland are sparse in comparison with those of the rest of Ireland or Great Britain. A large railway network was severely curtailed in the 1950s and 1960s. Current services includes suburban routes to Larne, Newry and Bangor, as well as services to Derry. There is also a branch from Coleraine to Portrush.
Since 1984 an electrified train service run by Iarnród Éireann has linked Dublin with its coastal suburbs. Running initially between Bray and Howth, the Dublin Area Rapid Transit (DART) system was extended from Bray to Greystones in 2000 and further extended from Howth Junction to Malahide. In 2004 a light rail system, Luas, was opened in Dublin serving the central and western suburbs, run by Veolia under franchise from the Railway Procurement Agency. The construction of the Luas system caused much disruption in Dublin. Plans to construct a Dublin Metro service including underground lines were mooted in 2001, but stalled in the financial crisis at the end of that decade.
Ireland has one of the largest dedicated freight railways in Europe, operated by Bord na Móna totalling nearly .
Ireland's roads link Dublin with all the major cities (Belfast, Cork, Limerick, Derry, Galway, and Waterford). Driving is on the left. Signposts in the Republic of Ireland are shown in kilometres and speed limits in kilometres per hour. Distance and speed limit signs in Northern Ireland use imperial units in common with the rest of the United Kingdom.
Historically, land owners developed most roads and later turnpike trusts collected tolls so that as early as 1800 Ireland had a road network. In 2005 the Irish Government launched Transport 21, a plan envisaging the investment of €34 billion in transport infrastructure from 2006 until 2015. Several road projects were progressed but the economic crisis that began in 2008–09 has prevented its full implementation.
Between 2011 and 2015, diesel cars constituted 70% of new cars. In 2015, 27 new cars per 1,000 inhabitants were registered in Ireland, the same as the EU average.
Ireland's first mail coach services were contracted with the government by John Anderson with William Bourne in 1791 who also paid to improve the condition of the roads. The system of mail coaches, carriages and "bians" was further developed by Charles Bianconi, based in Clonmel, from 1815 as a fore-runner of the modern Irish public transportation system.
State-owned Bus Éireann (Irish Bus) currently provides most bus services in the Republic of Ireland, outside Dublin, including an express coach network connecting most cities in Ireland, along with local bus services in the provincial cities. Bus Átha Cliath (Dublin Bus), a sister company of Bus Éireann, provides most of the bus services in Dublin, with some other operators providing a number of routes. These include Aircoach, a subsidiary of FirstGroup which provides services to Dublin Airport from Dublin city centre, South Dublin City, Greystones and Bray. They also operate two intercity express non-stop services service between Dublin Airport, Dublin City Centre, and Cork and also a non-stop route between Belfast City Centre, Dublin Airport and Dublin City. Other operators such as Irish Citylink and GoBus.ie compete on the Dublin-Galway route. Matthews Coaches run a direct service from Bettystown, Laytown and Julianstown to Dublin whilst Dublin Coach operate services to Portlaoise and Limerick. JJ Kavanagh and Sons also operates regular services on the Portlaoise/Limerick route as well as offering services to Waterford, Carlow, Kilkenny, Clonmel and a selection of regional towns and villages in the south.
Some private rural operators exist, such as Halpenny's in Blackrock, County Louth, which was the first private bus operator to run a public service in Ireland, Bus Feda (Feda O'Donnell Coaches), which operates twice daily routes from Ranafast, County Donegal to Galway and back.
In Northern Ireland Ulsterbus provides the bus network, with its sister company Metro providing services in Belfast. Both are part of state-owned Translink. Tiger Coaches operates a very late night bus service on Friday and Saturday nights between Belfast and Lisburn.
Private hire companies offer groups travelling throughout Ireland with options ranging from cars to 56 passenger coaches. Private Coach Hire Companies can be found at CTTC.ie.
Cross-border services (e.g. Dublin city centre to Belfast) are run primarily by a partnership of Ulsterbus and Bus Éireann with some services run across the border exclusively by one of the two companies (e.g. Derry–Sligo run by Bus Éireann). Aircoach, a private operator, does however operate a competing Dublin to Belfast Express service via Dublin Airport.
Natural gas transmission network (2003). There is a much more extensive distribution network.
Ireland has major ports in Dublin, Belfast, Cork, Rosslare, Derry and Waterford. Smaller ports exist in Arklow, Ballina, Drogheda, Dundalk, Dún Laoghaire, Foynes, Galway, Larne, Limerick, New Ross, Sligo, Warrenpoint and Wicklow.
Ports in the Republic of Ireland handled 2.8 million travellers crossing the sea between Ireland and Great Britain in 2014, a decrease of 1 million passengers movements since 2003. This has been steadily dropping for a number of years (20% since 1999), probably as a result of low cost airlines. Ferry connections between Britain and Ireland via the Irish Sea include the routes from Fishguard and Pembroke to Rosslare, Stranraer to Belfast and Larne, and Cairnryan to Larne; the Swansea to Cork route has closed. There is also a connection between Liverpool and Belfast via the Isle of Man. The world's largest car ferry, "Ulysses", is operated by Irish Ferries on the Dublin–Holyhead route.
In addition, there are ferries from Rosslare and Dublin to Cherbourg and Roscoff in France.
The vast majority of heavy goods trade is done by sea. Northern Irish ports handle 10 megatonnes (Mt) of goods trade with Britain annually, while ports in the south handle 7.6 Mt, representing 50% and 40% respectively of total trade by weight.
Ireland has five main international airports: Dublin Airport, Belfast International Airport (Aldergrove), Cork Airport, Shannon Airport and Ireland West Airport (Knock). Dublin Airport is the busiest of these carrying almost 28 million passengers per year; a second terminal (T2) was opened in November 2010. All provide services to Great Britain and continental Europe, while Cork, Dublin and Shannon also offer transatlantic services.
The London to Dublin air route is the ninth busiest international air route in the world, and also the busiest international air route in Europe, with 14,500 flights between the two in 2017. In 2015, 4.5 million people took the route, at that time, the world's second-busiest. Aer Lingus is the flag carrier of Ireland, although Ryanair is the country's largest airline. Ryanair is Europe's largest low-cost carrier, the second largest in terms of passenger numbers, and the world's largest in terms of international passenger numbers. For several decades until 2007 Shannon was a mandatory stopover for transatlantic routes to the United States. In recent years it has opened a pre-screening service allowing passengers to pass through US immigration services before departing from Ireland.
There are also several smaller regional airports: George Best Belfast City Airport, City of Derry Airport, Galway Airport, Kerry Airport (Farranfore), Sligo Airport (Strandhill), Waterford Airport and Donegal Airport (Carrickfinn). Scheduled services from these regional points are in the main limited to flights travelling to other parts of Ireland and to Great Britain. Airlines based in Ireland include Aer Lingus (the former national airline of the Republic of Ireland), Ryanair, Aer Arann and CityJet. Services to the Aran Islands are operated from Aerfort na Minna (Connemara Regional Airport).
Ireland's national airline, Aer Lingus, provides services from Belfast City, Cork, Dublin and Shannon to Europe, North Africa and North America. Dublin and Cork airports are run by a State body, DAA (Dublin Airport Authority). Other Irish airlines are Ryanair, one of the largest in the world, Stobart Air, CityJet, ASL Airlines Ireland and the Aer Lingus subsidiary Aer Lingus Regional. A number of other operators specialise in general aviation.
For 2018 the passenger numbers were as follows:
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Foreign relations of Ireland
The foreign relations of Ireland are substantially influenced by its membership of the European Union, although bilateral relations with the United States and United Kingdom are also important to the state. It is one of the group of smaller nations in the EU, and has traditionally followed a non-aligned foreign policy. Ireland has historically tended towards independence in foreign military policy, thus it is not a member of the North Atlantic Treaty Organisation and has a longstanding policy of military neutrality. According to the Irish Defence Forces, the neutrality policy has helped them to be successful in their contributions to United Nations peace-keeping missions since 1960 (in the Congo Crisis) and subsequently in Cyprus, Lebanon and Bosnia and Herzegovina.
Ireland's official relationship with the People's Republic of China began on 22 June 1979. Following his visit to China in 1999, former Taoiseach Bertie Ahern authorised the establishment of an Asia Strategy. The aim of this Strategy was to ensure that the Irish Government and Irish enterprise work coherently to enhance the important relationships between Ireland and Asia. In recent years due to the rapid expansion of the Chinese economy, China is becoming a key trade partner of Ireland, with over $6bn worth of bilateral trade between the two countries in 2010. In July 2013, the Irish Tánaiste and Minister for Foreign Affairs and Trade were invited to China by the Chinese foreign minister Wang Yi on a trade mission to boost both investment and political ties between the two countries.
Ireland has raised its concerns in the area of human rights with China on a number of occasions. On 12 May 2007, during a visit to Beijing, former Taoiseach Brian Cowen (then Minister for Finance) discussed human rights issues with Chinese Foreign Minister Li Zhaoxing. Former Tánaiste Mary Coughlan also raised human rights issues and concerns with visiting Chinese Vice-Premier Zeng Peiyan. Ireland also participates in the EU-China Human Rights Dialogue.
Concerning the Taiwan issue, Ireland follows a One-China policy. In 2007, the former Irish Minister for Foreign Affairs, Dermot Ahern summarised the Irish position as follows:
The former Minister's emphasis on the One China policy and to the Taiwan issue being best settled through dialogue "between the parties concerned" was consistent with Beijing's wish that the Taiwan issue be regarded as a domestic one between Chinese on both sides of the Taiwan Straits.
In July 2019, the UN ambassadors from 22 nations, including Ireland, signed a joint letter to the UNHRC condemning China's mistreatment of the Uyghurs as well as its mistreatment of other minority groups, urging the Chinese government to close the Xinjiang re-education camps.
Since at least the 1600s Ireland has had political connections with the United Kingdom, with the whole island becoming a part of the United Kingdom of Great Britain and Ireland from 1801 to 1922. From the time of Ireland declaring itself independent from the United Kingdom in 1937, the two countries have been involved in a dispute over the status of Northern Ireland. Articles 2 and 3 of the Constitution of Ireland formerly claimed Northern Ireland as a part of the ""national territory"", though in practice the Irish government did recognise the UK's jurisdiction over the region.
From the onset of the Troubles in 1969, the two governments sought to bring the violence to an end. The Sunningdale Agreement of 1973 and the Anglo-Irish Agreement of 1985 were important steps in this process. In 1998, both states signed the Good Friday Agreement and now co-operate closely to find a solution to the region's problems. Articles 2 and 3 of the Constitution of Ireland were amended as part of this agreement, the territorial claim being replaced with a statement of aspiration to unite the people of the island of Ireland. As part of the Good Friday Agreement, the states also ended their dispute over their respective names: "Ireland" and the "United Kingdom of Great Britain and Northern Ireland". Each agreed to accept and use the others' correct name.
When the Troubles were raging in Northern Ireland, the Irish Government sought, with mixed success, to prevent the import of weapons and ammunition through its territory by illegal paramilitary organisations for use in their conflict with the security forces in Northern Ireland. In 1973 three ships of the Irish Naval Service intercepted a ship carrying weapons from Libya which were probably destined for Irish Republican paramilitaries. Law enforcement acts such as these additionally improved relations with the government of the United Kingdom. However, the independent judiciary blocked a number of attempts to extradite suspects between 1970 and 1998 on the basis that their crime might have been 'political' and thus contrary to international law at the time.
Ireland is one of the parties to the Rockall continental shelf dispute that also involves Denmark, Iceland, and the United Kingdom. Ireland and the United Kingdom have signed a boundary agreement in the Rockall area. However, neither have concluded similar agreements with Iceland or Denmark (on behalf of the Faroe Islands) and the matter remains under negotiation. Iceland now claims a substantial area of the continental shelf to the west of Ireland, to a point 49°48'N 19°00'W, which is further south than Ireland.
The controversial Sellafield nuclear fuel reprocessing plant in north-western England has also been a contentious issue between the two governments. The Irish government has sought the closure of the plant, taking a case against the UK government under the United Nations Convention on the Law of the Sea. However, the European Court of Justice found that the case should have been dealt with under EU law. In 2006, however, both countries came to a friendly agreement which enabled both the Radiological Protection Institute of Ireland and the Garda Síochána (Irish Police Force) access to the site to conduct investigations.
The United States recognised the Irish Free State on 28 June 1924 with diplomatic relations being established on 7 October 1924. In 1927, the United States opened an American Legation in Dublin. Due to the ancestral ties between the two countries, Ireland and the US have a strong relationship, both politically and economically, with the US being Ireland's biggest trading partner since 2000. Ireland also receives more foreign direct investment from the US than many larger nations, with investments in Ireland equal to France and Germany combined and, in 2012, more than all of developing Asia put together.
The use of Shannon Airport as a stop-over point for US forces en route to Iraq has caused domestic controversy in Ireland. Opponents of this policy brought an unsuccessful High Court case against the government in 2003, arguing that this use of Irish airspace violated Irish neutrality. Restrictions such as carrying no arms, ammunition, or explosives, and that the flights in question did not form part of military exercises or operations were put in place to defend Irish neutrality, however allegations have been made against the Central Intelligence Agency that the airport has been used between 30 and 50 times for illegal extraordinary rendition flights to the U.S without the knowledge of the Irish Government, despite diplomatic assurances by the US that Irish airspace would not be used for transport of detainees.
In July 2006, the former Irish Minister for Foreign Affairs, Dermot Ahern voiced concern over the 2006 Lebanon War. A shipment of bombs being sent to Israel by the United States was banned using Irish airspace or airfields.
In 1995 a decision was made by the U.S. government to appoint a Special Envoy to Northern Ireland to help with the Northern Ireland peace process. During the 2008 presidential campaign in the United States, however, Democratic Party candidate Barack Obama was reported as having questioned the necessity to keep a US Special Envoy for Northern Ireland. His remarks caused uproar within the Republican Party, with Senator John McCain questioning his leadership abilities and his commitment to the ongoing peace process in Northern Ireland.
, Daniel Mulhall is the Irish ambassador to the United States while the position of U.S. ambassador to Ireland is held by Edward F. Crawford.
Ireland is consistently the most pro-European of EU member states, with 77% of the population approving of EU membership according to a Eurobarometer poll in 2006. Ireland was a founding member of the euro single currency. In May 2004, Ireland was one of only three countries to open its borders to workers from the 10 new member states. EU issues important to Ireland include the Common Agricultural Policy, corporation tax harmonisation and the EU Constitution. The Irish electorate declined to ratify the Treaty of Lisbon in 2008. A second referendum in October 2009 passed the bill, allowing the treaty to be ratified before it was ratified legal guarantees on issues such as the right of Ireland to remain militarily neutral (and not engage in any kind of "European army"), the right of the state to maintain its low levels of corporation tax and that the treaty would not change the Eighth Amendment of the Constitution of Ireland making abortion illegal (since deleted). Ireland has held the Presidency of the Council of the European Union on seven occasions (in 1975, 1979, 1984, 1990, 1996, 2004 and 2013).
As of 2008 Ireland maintains diplomatic relations with 173 states (including the Republic of Kosovo), and the European Union.
Ireland has not yet established diplomatic relations with:
The United Nations was founded in 1945, but Ireland's membership was blocked by the Soviet Union until 1955, "partly because of Dublin's neutrality" during the Second World War. Since 2017, the Irish ambassador to the UN Office at Geneva has been Michael Gaffey. Ireland has been elected to the UN Security Council as a non-permanent member on three occasions — in 1962, in 1981–1982, in 2001–2002 and most recently in 2021-2022.
Ireland is a member state of the International Criminal Court, having signed the Rome Statute in 1998 and ratified it in 2002.
Irish Aid, the Government of Ireland's programme of assistance to developing countries financed the redesign of the UNV Online Volunteering service website in 2008 and supported its operations from 2007 to 2010, which led to a significant growth in the number of online volunteers and the tasks they completed.
In 2017, Ireland signed the UN treaty on the Prohibition of Nuclear Weapons.
Ireland has a long history of participation in UN peacekeeping efforts starting in 1958, just three years after joining the UN. , 90 members of the Irish Defence Forces had been killed on peacekeeping missions.
"List of major peacekeeping operations:"
As well as these missions, Irish personnel have served as observers in Central America, Russia, Cambodia, Afghanistan, Namibia, Western Sahara, Kuwait and South Africa.
Ireland was a member state of the British Commonwealth from 1922 until 1949, initially as a Dominion called the Irish Free State from 1922 until 1937, when Ireland adopted a new constitution and changed the name of the state to "Ireland". Although the King was removed from the Constitution in 1936, a republic was only formally declared from 18 April 1949. Under the rules at the time, a republic could not be a member state of the Commonwealth. This was changed a week later with the adoption of the London Declaration.
For the purpose of nationality law and citizenship many Commonwealth countries such as Barbados, Grenada, Saint Lucia etc. still treat Irish citizens as if they are still Commonwealth citizens and do not treat Irish citizens as ‘aliens’, therefore Irish citizens do not require to renounce their citizenship or take an oath of allegiance when applying for citizenship in many Commonwealth countries. Ireland and most Commonwealth countries permit multiple citizenship under their laws. For example, an Irishman living in Canada is permitted to have dual citizenship of both Canada and the Republic of Ireland.
Irish citizens can and do get appointed to judicial positions in some Commonwealth countries, as Ireland is a common law jurisdiction still strongly influenced by its British legal heritage.
Since 1998, some people in Ireland have advocated joining the Commonwealth of Nations, most notably Éamon Ó Cuív, Frank Feighan, and Mary Kenny.
Ireland is a member of or otherwise participates in the following international organisations:
Ireland's aid program was founded in 1974, and in 2017 its budget amounted to €651 million. The government had previously set a target of reaching the Millennium Development Goal of 0.7% of Gross National Product in aid by 2012, which was not met as aid was reduced as a result of the Irish financial crisis. Irish development aid is concentrated on eight priority countries: Lesotho, Mozambique, Tanzania, Ethiopia, Zambia, Uganda, Vietnam and East Timor. In 2006, Malawi was announced as the ninth priority country, with a tenth country to follow.
There have been no serious civil, human or social rights abuses/problems in the State, according to Amnesty International and the U.S. State Department. The country consistently comes among the top nations in terms of freedom and rights ratings.
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Geography of Israel
The geography of Israel is very diverse, with desert conditions in the south, and snow-capped mountains in the north. Israel is located at the eastern end of the Mediterranean Sea in Western Asia. It is bounded to the north by Lebanon, the northeast by Syria, the east by Jordan and the West Bank, and to the southwest by Egypt. To the west of Israel is the Mediterranean Sea, which makes up the majority of Israel's coastline, and the Gaza Strip. Israel has a small coastline on the Red Sea in the south.
Israel's area is approximately , which includes of inland water. Israel stretches from north to south, and its width ranges from to, at its narrowest point, . It has an Exclusive Economic Zone of .
The Israeli-occupied territories include the West Bank, , East Jerusalem, and the Golan Heights, . Geographical features in these territories will be noted as such. Of these areas, Israel has annexed East Jerusalem and the Golan Heights, an act not recognized by the international community.
Southern Israel is dominated by the Negev desert, covering some , more than half of the country's total land area. The north of the Negev contains the Judean Desert, which, at its border with Jordan, contains the Dead Sea which, at is the lowest point on Earth. The inland area of central Israel is dominated by the Judean Hills of the West Bank, whilst the central and northern coastline consists of the flat and fertile Israeli coastal plain. Inland, the northern region contains the Mount Carmel mountain range, which is followed inland by the fertile Jezreel Valley, and then the hilly Galilee region. The Sea of Galilee is located beyond this region and is bordered to the east by the Golan Heights, a plateau bordered to the north by the Israeli-occupied part of the Mount Hermon massif, which includes the highest point under Israel's control, a peak of . The highest point in territory internationally recognized as Israeli is Mount Meron at .
Israel lies to the north of the equator around 31°30' north latitude and 34°45' east longitude. It measures from north to south and, at its widest point , from east to west. At its narrowest point, however, this is reduced to just . It has a land frontier of and a coastline of . It is ranked 153 on the List of countries and outlying territories by total area.
Prior to the establishment of the British Mandate for Palestine, there was no clear-cut definition of the geographical and territorial limits of the area known as "Palestine." On the eve of World War I it was described by Encyclopædia Britannica as a "nebulous geographical concept." The Sykes-Picot Treaty in 1916 divided the region that later became Palestine into four political units. Under the British Mandate for Palestine, the first geo-political framework was created that distinguished the area from the larger countries that surrounded it. The boundary demarcation at this time did not introduce geographical changes near the frontiers and both sides of the border were controlled by the British administration.
Modern Israel is bounded to the north by Lebanon, the northeast by Syria, the east by Jordan and the West Bank, and to the southwest by Egypt. To the west of Israel is the Mediterranean Sea, which makes up the majority of Israel's 273 km (170 mi) coastline and the Gaza Strip. Israel has a small coastline on the Red Sea in the south. The southernmost settlement in Israel is the city of Eilat whilst the northernmost is the town of Metula. The territorial waters of Israel extend into the sea to a distance of twelve nautical miles measured from the appropriate baseline.
The statistics provided by the Israel Central Bureau of Statistics include the annexed East Jerusalem and Golan Heights, but exclude the West Bank and Gaza Strip. The population of Israel includes Israeli settlers in the West Bank. The route of the Israeli West Bank barrier incorporates some parts of the West Bank.
Israel is divided into four physiographic regions: the Mediterranean coastal plain, the Central Hills, the Jordan Rift Valley and the Negev Desert.
The Israeli Coastal Plain stretches from the Lebanese border in the north to Gaza in the south, interrupted only by Cape Carmel at Haifa Bay. It is about wide at Gaza and narrows toward the north to about at the Lebanese border. The region is fertile and humid (historically malarial) and is known for its citrus orchards and viticulture. The plain is traversed by several short streams. From north to south these are: Kishon, Hadera, Alexander, Poleg, and Yarkon. All of these streams were badly polluted, but in the last ten years much work has been done to clean them up. Today the Kishon, Alexander and Yarkon again flow year round, and also have parks along their banks.
Geographically, the region is divided into five sub-regions. The northernmost section lays between the Lebanese border, the Western Galilee to the east, and the sea. It stretches from Rosh HaNikra in the north and down to Haifa, Israel's third-largest city. It is a fertile region, and off the coast there are many small islands. Along the Mount Carmel range is Hof HaCarmel, or the Carmel Coastal Plain. It stretches from the point where Mount Carmel almost touches the sea, at Haifa, and down to Nahal Taninim, a stream that marks the southern limit of the Carmel range. The Sharon Plain is the next section, running from Nahal Taninim (south of Zikhron Ya'akov) to Tel Aviv's Yarkon River. This area is Israel's most densely populated. South of this, running to Nahal Shikma, is the Central Coastal Plain, also known as the Western Negev. The last segment is the Southern Coastal Plain, which extends south around the Gaza Strip. It is divided into two – in the north, the Besor region, a savanna-type area with a relatively large number of communities, and south of it the Agur-Halutza region, which is very sparsely populated.
Inland (east) of the coastal plain lies the central highland region. In the north of this region lie the mountains and hills of Upper Galilee and Lower Galilee, which are generally to in height, although they reach a maximum height of at Mount Meron. South of the Galilee, in the West Bank, are the Samarian Hills with numerous small, fertile valleys rarely reaching the height of . South of Jerusalem, also mainly within the West Bank, are the Judean Hills, including Mount Hebron. The central highlands average in height and reach their highest elevation at Har Meron, at , in Galilee near Safed. Several valleys cut across the highlands roughly from east to west; the largest is the Jezreel Valley (also known as the Plain of Esdraelon), which stretches from Haifa southeast to the valley of the Jordan River, and is across at its widest point.
East of the central highlands lies the Jordan Rift Valley, which is a small part of the -long Syrian-East African Rift. In Israel the Rift Valley is dominated by the Jordan River, the Sea of Galilee (an important freshwater source also known as Lake Tiberias and Lake Kinneret), and the Dead Sea. The Jordan, Israel's largest river (), originates in the Dan, Baniyas, and Hasbani rivers near Mount Hermon in the Anti-Lebanon Mountains and flows south through the drained Hula Basin into the freshwater Lake Tiberias. Lake Tiberias is in size and, depending on the season and rainfall, is at about below sea level. With a water capacity estimated at , it serves as the principal reservoir of the National Water Carrier (also known as the Kinneret-Negev Conduit). The Jordan River continues its course from the southern end of Lake Tiberias (forming the boundary between the West Bank and Jordan) to its terminus in the highly saline Dead Sea. The Dead Sea is in size and, at below sea level, is the lowest surface point on the earth. South of the Dead Sea, the Rift Valley continues in the Arabah (Hebrew "Arava", Arabic "Wadi 'Arabah"), which has no permanent water flow, for to the Gulf of Eilat.
The Negev Desert comprises approximately , more than half of Israel's total land area. Geographically it is an extension of the Sinai Desert, forming a rough triangle with its base in the north near Beersheba, the Dead Sea, and the southern Judean Mountains, and it has its apex in the southern tip of the country at Eilat. Topographically, it parallels the other regions of the country, with lowlands in the west, hills in the central portion, and the Arava valley as its eastern border.
Unique to the Negev region are the craterlike makhteshim cirques; Makhtesh Ramon, Makhtesh Gadol and Makhtesh Katan. The Negev is also sub-divided into five different ecological regions: northern, western and central Negev, the high plateau and the Arabah Valley. The northern Negev receives of rain annually and has fairly fertile soils. The western Negev receives of rain per year, with light and partially sandy soils. The central Negev has an annual precipitation of and is characterized by impervious soil, allowing minimum penetration of water with greater soil erosion and water runoff. This can result in rare flash floods during heavy rains as water runs across the surface of the impervious desert soil. The high plateau area of Ramat HaNegev stands between and above sea level with extreme temperatures in summer and winter. The area gets of rain each year, with inferior and partially salty soils. The Arabah Valley along the Jordanian border stretches from Eilat in the south to the tip of the Dead Sea in the north and is very arid with barely of rain annually.
Israel is divided east-west by a mountain range running north to south along the coast. Jerusalem sits on the top of this ridge, east of which lies the Dead Sea graben which is a pull-apart basin on the Dead Sea Transform fault.
The numerous limestone and sandstone layers of the Israeli mountains serve as aquifers through which water flows from the west flank to the east. Several springs have formed along the Dead Sea, each an oasis, most notably the oases at Ein Gedi and Ein Bokek (Neve Zohar) where settlements have developed. Israel also has a number of areas of karst topography. Caves in the region have been used for thousands of years as shelter, storage rooms, barns and as places of public gatherings.
The far northern coastline of the country has some chalk landscapes best seen at Rosh HaNikra, a chalk cliff into which a series of grottoes have been eroded.
The Jordan Rift Valley is the result of tectonic movements within the Dead Sea Transform (DSF) fault system. The DSF forms the transform boundary between the African Plate to the west and the Arabian Plate to the east. The Golan Heights and all of Jordan are part of the Arabian Plate, while the Galilee, West Bank, Coastal Plain, and Negev along with the Sinai Peninsula are on the African Plate. This tectonic disposition leads to a relatively high seismic activity in the region.
The entire Jordan Valley segment is thought to have ruptured repeatedly, for instance during the last two major earthquakes along this structure in 749 and 1033. The deficit in slip that has built up since the 1033 event is sufficient to cause an earthquake of ~7.4.
The most catastrophic earthquakes occurred in 31 BCE, 363, 749, and 1033 CE, that is every ca. 400 years on average. Destructive earthquakes leading to serious loss of life strike about every 80 years. While stringent construction regulations are currently in place and recently built structures are earthquake-safe, as of 2007 the majority of the buildings in Israel were older than these regulations and many public buildings as well as 50,000 residential buildings did not meet the new standards and were "expected to collapse" if exposed to a strong quake. Given the fragile political situation of the Middle East region and the presence there of major holy sites, a quake reaching magnitude 7 on the Richter scale could have dire consequences for world peace.
Israel's longest and most famous river is the long River Jordan, which rises on the southern slopes of Mount Hermon in the Anti-Lebanon mountains. The river flows south through the freshwater Sea of Galilee, and from there forms the boundary with the Kingdom of Jordan for much of its route, eventually emptying into the Dead Sea. The northern tributaries to the Jordan are the Dan, Banias, and Hasbani. Only the Dan is within undisputed Israel; the Hasbani flows from Lebanon and the Banias from territory captured from Syria in the Six-Day War.
The Sea of Galilee (also called the Kinneret) is Israel's largest and most important freshwater lake, located in the northeast of the country. The pear-shaped lake is long from north to south, with a maximum width of in the north, covering . The Kinneret lies below sea level and reaches depths of . In a previous geological epoch the lake was part of a large inland sea which extended from the Hula marshes in northern Israel to south of the Dead Sea. The bed of the lake forms part of the Jordan Rift Valley.
South of the Kinneret lies the saltwater Dead Sea which forms the border between Israel and Jordan and is below sea level, making it the lowest water surface on Earth. The Dead Sea is long with a maximum width of and also makes up part of the Rift Valley. A peninsula juts out into the lake from the eastern shore, south of which the lake is shallow, less than deep. To the north is the lake's greatest depth.
There are no navigable, artificial waterways in Israel, although the National Water Carrier, a conduit for drinking water, might be classified as such. The idea of a channel connecting the Mediterranean and Dead Seas or the Red and Dead Seas has been discussed.
The following are selected elevations of notable locations, from highest to lowest:
Israel has a Mediterranean climate with long, hot, rainless summers and relatively short, cool, rainy winters (Köppen climate classification "Csa"). The climate is as such due to Israel's location between the subtropical aridity of the Sahara and the Arabian deserts, and the subtropical humidity of the Levant and Eastern Mediterranean. The climate conditions are highly variable within the state and modified locally by altitude, latitude, and the proximity to the Mediterranean.
On average, January is the coldest month with average temperatures ranging from , and July and August are the hottest months at , on average across the country. Summers are very humid along the Mediterranean coast but dry in the central highlands, the Rift Valley, and the Negev Desert. In Eilat, a desert city, summer daytime-temperatures are often the highest in the state, at times reaching . More than 70% of the average rainfall in Israel falls between November and March; June through September are usually rainless. Rainfall is unevenly distributed, significantly lower in the south of the country. In the extreme south, rainfall averages near annually; in the north, average annual rainfall exceeds . Rainfall varies from season to season and from year to year, particularly in the Negev Desert. Precipitation is often concentrated in violent storms, causing erosion and flash floods. In winter, precipitation often takes the form of snow at the higher elevations of the central highlands, including Jerusalem. Mount Hermon has seasonal snow which covers all three of its peaks in winter and spring. In rare occasions, snow gets to the northern mountain peaks and only in extremely rare occasions even to the coast. The areas of the country most cultivated are those receiving more than of rainfall annually, making approximately one-third of the country cultivable.
Thunderstorms and hail are common throughout the rainy season and waterspouts occasionally hit the Mediterranean coast, capable of causing only minor damage. However, supercell thunderstorms and a true F2 tornado hit the Western Galilee in April 2006, causing significant damage and 75 injuries.
Heat waves are frequent. 2010 was the hottest year in the history of Israel with absolute record high in several places in August. The heat became stronger from August when temperatures were considerably above the average. October and November were also dry, and November was almost rainless when it was supposed to be rainy.
Unlike much of the Middle East which is rich in lucrative crude oil, Israel has limited natural resources. These include copper, phosphates, bromide, potash, clay, sand, sulfur, asphalt, and manganese. Small amounts of natural gas and crude oil are present, often too little to merit commercial extraction. In 2009, significant reserves of natural gas were discovered at the Tamar 1 offshore drilling site, 90 kilometers west of Haifa. It is the largest natural gas reserve ever discovered in Israel.
Israel has a large number of environmental concerns ranging from natural hazards to man-made issues both resulting from ancient times to modern development. Natural hazards facing the country include sandstorms which sometimes occur during spring in the desert south, droughts which are usually concentrated in summer months, flash floods which create great danger in the deserts due to their lack of notice, and regular earthquakes, most of which are small, although there is a constant risk due to Israel's location along the Jordan Rift Valley. Current environmental concerns include the lack of arable land and natural fresh water resources. Whilst measures have been taken to irrigate and grow in the desert, the amount of water needed here poses issues. Desertification is also a risk possible on the desert fringe, whilst air pollution from industrial and vehicle emissions and groundwater pollution from industrial and domestic waste are also issues facing the country. Furthermore, the effects of the use of chemical fertilizers, and pesticides are issues facing the country.
Israel has signed many international environmental agreements and is party to:
Signed but not ratified:
Israel's rural space includes several unique kinds of settlements, notably the moshav and the kibbutz. Originally these were collective and cooperative settlements respectively. Over time, the degree of cooperation in these settlements has decreased and in several of them the cooperative structure has been dismantled altogether. All rural settlements and many small towns (some of which are dubbed "rurban settlements") are incorporated in regional councils. Land use in Israel is 17% arable land, 4% permanent crops, and 79% other uses. As of 2003 were irrigated.
There are 242 Israeli settlements and civilian land use sites in the West Bank, 42 in the Golan Heights, and 29 in East Jerusalem.
Israel currently has no offshore islands within its territorial waters. However, the Israeli government plans to build artificial islands off the coast to house an airport, a seaport, a desalination plant, a power plant, and a military testing base, as an answer to Israel's lack of space.
As of 2013, the population of Israel is 8 million, 6,015,000 of them Jewish.
For statistical purposes, the country has three metropolitan areas; Gush Dan-Tel Aviv (population 3,150,000), Haifa (population 996,000), and Beersheba (population 531,600). Some argue that Jerusalem, Israel's largest city with a population of 763,600, and Nazareth, should also be classified as metropolitan areas. In total, Israel has 74 cities, 14 of which have populations of over 100,000. Other forms of local government in Israel are local councils of which there are 144 governing small municipalities generally over 2,000 in population, and regional councils of which there are 53, governing a group of small communities over a relatively large geographical area.
Israel's population is diverse demographically; 76% Jewish, 20% Arab, and 4% unaffiliated. In terms of religion, 76% are Jewish, 16% Muslim, 2% Christian, 2% Druze, and 4% are unclassified by choice. 8% of Israeli Jews are haredi; 9% are "religious", 12% "religious-traditionalists", 27% are "non-religious traditionalists", and 43% are "secular". Other small, but notable groups in Israel, include Circassians of whom there are approximately 3,000 living mostly in two northern villages, 2,500 Lebanese, and 5,000 Armenians predominantly in Jerusalem.
Israel is ranked 34th in the world in terms of population density with, as noted, a climate of long, hot, rainless summers and relatively short, cool, rainy winters. The Population Matters 2011 overshoot index ranked Israel as the third most dependent region in the World after Singapore and Kuwait.
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Demographics of Israel
The demographics of Israel are monitored by the Israel Central Bureau of Statistics. The State of Israel has a population of approximately 9,152,100 inhabitants as of January 2020. Some 74.24% are Jews of all backgrounds (about 6,697,000 individuals), 20.95% are Arab of any religion other than Jewish (about 1,890,000 individuals), while the remaining 4.81% (about 434,000 individuals) are defined as "others", including persons of Jewish ancestry deemed non-Jewish by religious law and persons of non-Jewish ancestry who are family members of Jewish immigrants (neither of which are registered at the Ministry of Interior as Jews), Christian non-Arabs, Muslim non-Arabs and all other residents who have neither an ethnic nor religious classification.
Israel's annual population growth rate stood at 2.0% in 2015, more than three times faster than the OECD average of around 0.6%. With an average of three children per woman, Israel also has the highest fertility rate in the OECD by a considerable margin and much higher than the OECD average of 1.7.
The territory of Israel can be defined in a number of ways as a result of a complex and unresolved political situation (see table below). For example, whilst the Israel Central Bureau of Statistics defines the area of Israel to include the annexed East Jerusalem and Golan Heights, and to exclude the militarily controlled regions of the West Bank, the CBS defines the population of Israel to also include Israeli settlers living in the Area C of West Bank and the Muslim residents of East Jerusalem and Area C, who have Israeli residency or citizenship.
Within Israel's system of local government, an urban municipality can be granted a city council by the Israeli Interior Ministry when its population exceeds 20,000. The term "city" does not generally refer to local councils or urban agglomerations, even though a defined city often contains only a small portion of an urban area or metropolitan area's population.
The most prominent ethnic and religious groups, who live in Israel at present and who are Israeli citizens or nationals, are as follows:
According to Israel's Central Bureau of Statistics, in 2008, of Israel's 7.3 million people, 75.6 percent were Jews of any background. Among them, 70.3 percent were Sabras (born in Israel), mostly second- or third-generation Israelis, and the rest are olim (Jewish immigrants to Israel)—20.5 percent from Europe and the Americas, and 9.2 percent from Asia and Africa, including the Arab countries. About 44.9% percent of Israel's Jewish population identify as either Mizrahi or Sephardi, 44.2% identify as Ashkenazi, about 3% as Beta Israel and 7.9% as mixed or other.
The paternal lineage of the Jewish population of Israel as of 2015 is as follows:
Arab citizens of Israel are those Arab residents of Mandatory Palestine, who remained within Israel's borders following the 1948 Arab–Israeli War, and the establishment of the state of Israel. It is including those born within the state borders subsequent to this time, as well as those who had left during the establishment of the state (or their descendants), who have since re-entered by means accepted as lawful residence by the Israeli state (primarily family reunifications).
In 2019, the official number of Arab residents in Israel was 1,890,000 people, representing 21% of Israel's population. This figure includes 209,000 Arabs (14% of the Israeli Arab population) in East Jerusalem, also counted in the Palestinian statistics, although 98 percent of East Jerusalem Palestinians have either Israeli residency or Israeli citizenship.
Most Arab citizens of Israel are Muslim, particularly of the Sunni branch of Islam. A small minority are Ahmadiyya sect and there are also some Alawites (affiliated with Shia Islam) in the northernmost village of Ghajar with Israeli citizenship. As of 2019, Arab citizens of Israel comprised 21 percent of the country's total population. About 82 percent of the Arab population in Israel are Sunni Muslims, a very small minority are Shia Muslims, another 9 percent are Druze, and around 9 percent are Christian (mostly Eastern Orthodox and Catholic denominations).
The Arab Muslim citizens of Israel include also the Bedouins, who are divided into two main groups: the Bedouin in the north of Israel, who live in villages and towns for the most part, and the Bedouin in the Negev, who include half-nomadic and inhabitants of towns and Unrecognized villages. According to the Israeli Ministry of Foreign Affairs, as of 1999, 110,000 Bedouins live in the Negev, 50,000 in the Galilee and 10,000 in the central region of Israel. The vast majority of Arab Bedouins of Israel practice Sunni Islam.
The Ahmadiyya community was first established in the region in the 1920s, in what was then Mandatory Palestine. There is a large community in Kababir, a neighbourhood on Mount Carmel in Haifa. It is unknown how many Israeli Ahmadis there are, although it is estimated there are about 2,200 Ahmadis in Kababir alone.
As of December 2013, about 161,000 Israeli citizens practiced Christianity, together comprising about 2% of the total population. The largest group consists of Melkites (about 60% of Israel's Christians), followed by the Greek Orthodox (about 30%), with the remaining ca. 10% spread between the Roman Catholic (Latin), Maronite, Anglican, Lutheran, Armenian, Syriac, Ethiopian, Coptic and other denominations.
The Arab citizens of Israel include also the Druze, who numbered at an estimated 143,000 in April 2019. All of the Druze living in what was then British Mandate Palestine became Israeli citizens after the declaration of the State of Israel. Though a few individuals identify themselves as "Palestinian Druze", the vast majority of Druze do not consider themselves to be 'Palestinian', and consider their Israeli identity stronger than their Arab identity. Druze serve prominently in the Israel Defense Forces, and are represented in mainstream Israeli politics and business as well, unlike Muslim Arabs who are not required to and generally choose not to serve in the Israeli army.
In 2014, Israel decided to recognize the Aramaic community within its borders as a national minority, allowing some of the Christians in Israel to be registered as "Aramean" instead of "Arab". As of October 2014, some 600 Israelis requested to be registered as Arameans, with several thousand eligible for the status – mostly members of the Maronite community.
The Maronite Christian community in Israel of around 7,000 resides mostly in the Galilee, with a presence in Haifa, Nazareth and Jerusalem. It is largely composed of families that lived in Upper Galilee in villages such as Jish long before the establishment of Israel in 1948. In the year 2000, the community was joined by a group of Lebanese SLA militia members and their families, who fled Lebanon after 2000 withdrawal of IDF from South Lebanon.
There are around 1,000 Assyrians living in Israel, mostly in Jerusalem and Nazareth. Assyrians are an Aramaic speaking, Eastern Rite Christian minority who are descended from the ancient Mesopotamians. The old Syriac Orthodox monastery of Saint Mark lies in Jerusalem. Other than followers of the Syriac Orthodox Church, there are also followers of the Assyrian Church of the East and the Chaldean Catholic Church living in Israel.
Some 1,000 Israeli citizens belong to the Coptic community, originating in Egypt.
The Samaritans are an ethnoreligious group of the Levant. Ancestrally, they claim descent from a group of Israelite inhabitants who have connections to ancient Samaria from the beginning of the Babylonian Exile up to the beginning of the Common Era. 2007 population estimates show that 712 Samaritans live half in Holon, Israel and half at Mount Gerizim in the West Bank. The Holon community holds Israeli citizenship, while the Gerizim community resides at an Israeli controlled enclave, holding dual Israeli-Palestinian citizenship.
About 4,000 Armenians reside in Israel mostly in Jerusalem (including in the Armenian Quarter), but also in Tel Aviv, Haifa and Jaffa. Armenians have a Patriarchate in Jerusalem and churches in Jerusalem, Haifa and Jaffa. Although Armenians of Old Jerusalem have Israeli identity cards, they are officially holders of Jordanian passports.
In Israel, there are also a few thousand Circassians, living mostly in Kfar Kama (2,000) and Reyhaniye (1,000). These two villages were a part of a greater group of Circassian villages around the Golan Heights. The Circassians in Israel enjoy, like Druzes, a "status aparte". Male Circassians (at their leader's request) are mandated for military service, while females are not.
Ethnic Russians, Ukrainians, and Belorussians, immigrants from the former Soviet Union, who were eligible to emigrate due to having, or being married to somebody who has, at least one Jewish grandparent and thus qualified for Israeli citizenship under the revised Law of Return. A number of these immigrants also belong to various ethnic groups from the Former Soviet Union such as Armenians, Georgians, Azeris, Uzbeks, Moldovans, Tatars, among others. Some of them, having a Jewish father or grandfather, identify as Jews, but being non-Jewish by Orthodox Halakha (religious law), they are not recognized formally as Jews by the state. Most of them are in the mainstream of Israel culture and are called "expanded Jewish population". In addition, a certain number of former Soviet citizens, primarily women of Russian and Ukrainian ethnicity, emigrated to Israel, after marrying Muslim or Christian Arab citizens of Israel, who went to study in the former Soviet Union in the 1970s and 1980s. 1,557,698 people from the current Russia and Ukraine live in Israel.
Although most people of Finnish origin in Israel are Finnish Jews who immigrated to Israel, and their descendants, a small number of Finnish Christians moved to Israel in the 1940s before independence and gained citizenship following independence. For the most part, many of the original Finnish settlers intermarried with the other communities in the country, and therefore remain very small in number. A Moshav shitufi near Jerusalem named Yad HaShmona, meaning the "Memorial for the Eight", was established in 1971 by a group of Finnish Christian-Israelis, although today, most members are Israeli, and are predominantly Hebrew speakers, and the moshav has become a center of Messianic Jews.
The Bahá'í population in Israel is almost entirely made up of volunteers serving at the Bahá'í World Centre. Bahá'u'lláh (1817–1892), the Faith's founder, was banished to Akka and died nearby where his shrine is located. During his lifetime he instructed his followers not to teach and convert those living in the area, and the Bahá'ís descending from those original immigrants were later asked to leave and teach elsewhere. For nearly a century there has been a policy by Shoghi Effendi and later the Universal House of Justice to not accept converts from Israel. The 650 or so foreign national Bahá'ís living in Israel are almost all on temporary duty serving at the shrines and administrative offices. A fluctuating segment of Baha'is consists of pilgrims.
The number of Vietnamese people in Israel and their descendants is estimated at 150 to 200. Most of them came to Israel in between 1976–1979, after prime minister Menachem Begin authorized their admission to Israel and granted them political asylum. The Vietnamese people living in Israel are Israeli citizens who also serve in the Israel Defense Forces. Today, the majority of the community lives in the Gush Dan area in the center of Tel Aviv, but also a few dozen Vietnamese-Israelis or Israelis of Vietnamese origin live in Haifa, Jerusalem, and Ofakim.
The African Hebrew Israelite Nation of Jerusalem is a religious sect of blacks Americans, founded in 1960 by Ben Carter a metal worker in Chicago. The members of this sect believe they are descended from the tribes of Judah driven from the Holy Land by the Romans during the First Jewish War (70 AD), and who reportedly emigrated to West Africa before being taken as slaves to the United States. With a population of over 5,000, most members live in their own community in Dimona, Israel, with additional families in Arad, Mitzpe Ramon, and the Tiberias area. The group believes that the ancient Israelites are the ancestors of black Americans and that the actual Jews are "impostors". All scholarship does consider them to be of subsaharan African origin as the genetic studies on black American have shown too and not from levantine one. Their ancestors were black Americans who after being expelled from Liberia have illegally immigrated to Israel in the late 1960s by using tourist visas, requesting that Israel provide them legal citizenship status. Israel granted their requests. The African Hebrew Israelites, like the Haredim and most Israeli Arabs, are not required to serve in the military; however, some do so.
Some naturalized foreign workers and their children born in Israel, predominantly from the Philippines, Nepal, Nigeria, Senegal, Romania, China, Cyprus, Thailand, and South America (mainly Colombia).
The number and status of African migrants in Israel is disputed and controversial, but it is estimated that at least 70,000 refugees mainly from Eritrea, Sudan, South Sudan, Ethiopia, and the Ivory Coast reside and work in Israel. A count in late 2011 published in Ynet pointed out the number only in Tel Aviv is 40,000, which represents 10 percent of the city's population. The vast majority live in the southern parts of the city. There is a significant population in the southern Israeli cities of Eilat, Arad, and Beersheba.
There are around 300,000 foreign workers, residing in Israel under temporary work visas, including Palestinians. Most of those foreign workers engage in agriculture and construction. The main groups of those foreign workers include the Chinese, Thai, Filipinos, Nigerians, Romanians, and Latin Americans.
Approximately 100–200 refugees from Bosnia, Kosovo, Iraqi Kurdistan, and North Korea were absorbed in Israel as refugees. Most of them were also given Israeli resident status, and currently reside in Israel. As of 2006, some 200 ethnic Kurdish refugees from Turkey resided in Israel as illegal immigrants, fleeing the Kurdish–Turkish conflict.
Due to its immigrant nature, Israel is one of the most multicultural and multilingual societies in the world. Hebrew is the official language of the country, and Arabic is given special status, while English and Russian are the two most widely spoken non-official languages. A certain degree of English is spoken widely, and is the language of choice for many Israeli businesses. Hebrew and English language are mandatory subjects in the Israeli school system, and most schools offer either Arabic, French, Spanish, German, Italian, or Russian.
According to a 2010 Israel Central Bureau of Statistics study of Israelis aged over 18, 8% of Israeli Jews define themselves as "Haredim" (or ultra-Orthodox); an additional 12% are "religious" (non-Haredi Orthodox, also known as: dati leumi/national-religious or religious Zionist); 13% consider themselves "religious-traditionalists" (mostly adhering to Jewish Halakha); 25% are "non-religious traditionalists" (only partly respecting the Jewish Halakha), and 43% are "secular".
While the ultra-Orthodox, or Haredim, represented only 5% of Israel's population in 1990, they are expected to represent more than one-fifth of Israel's Jewish population by 2028. By 2020, they were 12% of the population.
Education between ages 5 and 15 is compulsory. It is not free, but it is subsidized by the government, individual organizations (such as the Beit Yaakov System), or a combination. Parents are expected to participate in courses as well. The school system is organized into kindergartens, 6-year primary schools, and either 6-year secondary schools or 3-year junior secondary schools + 3-year senior secondary schools (depending on region), after which a comprehensive examination is offered for university admissions.
As Israel's continued existence as a Jewish state relies upon maintenance of a Jewish demographic majority, Israeli demographers, politicians, and bureaucrats have treated Jewish population growth promotion as a central question in their research and policymaking. Non-Jewish population growth and immigration is regarded as a threat to the Jewish demographic majority, and to Israel's security , as detailed in the Koenig Memorandum.
Israel is the eighteenth-most-densely-crowded country in the world. In an academic article, Jewish National Fund Board member Daniel Orenstein, argues that, as elsewhere, overpopulation is a stressor on the environment in Israel; he shows that environmentalists have conspicuously failed to consider the impact of population on the environment, and argues that overpopulation in Israel has not been appropriately addressed for ideological reasons.
The Citizenship and Entry into Israel Law (Temporary Order) 5763 was first passed on 31 July 2003, and has since been extended until 31 July 2008. The law places age restrictions for the automatic granting of Israeli citizenship and residency permits to spouses of Israeli citizens, such that spouses who are inhabitants of the West Bank and Gaza Strip are ineligible. On 8 May 2005, the Israeli ministerial committee for issues of legislation once again amended the Citizenship and Entry into Israel Law, to restrict citizenship and residence in Israel only to Palestinian men over the age of 35, and Palestinian women over the age of 25. Those in favor of the law say the law not only limits the possibility of the entrance of terrorists into Israel, but, as Ze'ev Boim asserts, allows Israel "to maintain the state's democratic nature, but also its Jewish nature" (i. e., its Jewish demographic majority). Critics, including the United Nations Committee on the Elimination of Racial Discrimination, say the law disproportionately affects Arab citizens of Israel, since Arabs in Israel are far more likely to have spouses from the West Bank and Gaza Strip than other Israeli citizens.
In the constitutional challenges to the Citizenship and Entry to Israel Law, the state, represented by the Attorney General, insisted that security was the only objective behind the law. The state also added that even if the law was intended to achieve demographic objectives, it is still in conformity with Israel's Jewish and democratic definition, and thus constitutional. In a 2012 ruling by the Supreme Court on the issue, some of the judges on the panel discussed demography, and were inclined to accept that demography is a legitimate consideration in devising family reunification policies that violate the right to family life.
During the 1970s about 163,000 people of Jewish descent immigrated to Israel from the USSR.
Later Ariel Sharon, in his capacity as Minister of Housing & Construction and member of the Ministerial Committee for Immigration & Absorption, launched an unprecedented large-scale construction effort to accommodate the new Russian population in Israel so as to facilitate their smooth integration and encourage further Jewish immigration as an ongoing means of increasing the Jewish population of Israel. Between 1989 and 2006, about 979,000 Jews emigrated from the former Soviet Union to Israel.
"Note:" includes over 200,000 Israelis and 250,000 Arabs in East Jerusalem, about 421,400 Jewish settlers on the West Bank (Judea and Samaria), and about 42,000 in the Golan Heights (July 2007 estimate). Does not include Arab populations in the West Bank and Gaza Strip. Does not include 222,000 foreigners living in the country.
Total:
Jews:
Arab:
The Jewish median age in Jerusalem district and the West Bank are 24.9 and 19.7, respectively, and both account for 16% of the Jewish population, but 24% of 0–4-year olds. The lowest median age in Israel, and one of the lowest in the world, is found in two of the West Bank's biggest Jewish cities: Modi'in Illit (11), Beitar Illit (11) followed by Bedouin towns in the Negev (15.2).
During the 1990s, the Jewish population growth rate was about 3% per year, as a result of massive immigration to Israel, primarily from the republics of the former Soviet Union. There is also a very high population growth rate among certain Jewish groups, especially adherents of Orthodox Judaism. The growth rate of the Arab population in Israel is 2.2%, while the growth rate of the Jewish population in Israel is 1.8%. The growth rate of the Arab population has slowed from 3.8% in 1999 to 2.2% in 2013, and for the Jewish population, the growth rate declined from 2.7% to its lowest rate of 1.4% in 2005. Due to a rise in fertility of the Jewish population since 1995 and immigration, the growth rate has since risen to 1.8%.
IV/2016-III/2017
Births, in absolute numbers, by mother's religion
Current natural population growth
Between the mid-1980s and 2000, the fertility rate in the Muslim sector was stable at 4.6–4.7 children per woman; after 2001, a gradual decline became evident, reaching 3.51 children per woman in 2011. By point of comparison, in 2011, there was a rising fertility rate of 2.98 children among the Jewish population.
(p) = preliminar results
Births
Deaths
Natural increase
There were a total of 38,666 deaths in 2006. (39,026 in 2005 & 37,688 in 2000). Of this 33,568 were Jews (34,031 in 2005 & 33,421 in 2000). 3,078 were Muslims (2,968 in 2005 & 2,683 in 2000). 360 were Druze (363 in 2005 & 305 in 2000). 712 were Christian (686 in 2005 & 666 in 2000).
There were a total of 28,629 immigrants who made Aliyah to Israel in 2019 (jan-oct):
12,722 from Russia; 5,247 from Ukraine; 2,470 from the United States; 276 from Canada; 143 from Australia; 1,996 from France; 469 from the UK; 350 from Brazil; 321 from South Africa; 93 from Venezuela; 127 from Mexico; 143 from Turkey; 57 from Iran; 14 from Thailand and 5 from Japan.
For many years definitive data on Israeli emigration was unavailable. In "The Israeli Diaspora" sociologist Stephen J. Gold maintains that calculation of Jewish emigration has been a contentious issue, explaining, "Since Zionism, the philosophy that underlies the existence of the Jewish state, calls for return home of the world's Jews, the opposite movement—Israelis leaving the Jewish state to reside elsewhere—clearly presents an ideological and demographic problem."
In the past several decades, emigration (yerida) has seen a considerable increase. From 1990 to 2005, 230,000 Israelis left the country; a large proportion of these departures included people who initially immigrated to Israel and then reversed their course (48% of all post-1990 departures and even 60% of 2003 and 2004 departures were former immigrants to Israel). 8% of Jewish immigrants in the post-1990 period left Israel, while 15% of non-Jewish immigrants did. In 2005 alone, 21,500 Israelis left the country and had not yet returned at the end of 2006; among them 73% were Jews, 5% Arabs, and 22% "Others" (mostly non-Jewish immigrants, with Jewish ancestry, from USSR). At the same time, 10,500 Israelis came back to Israel after over one year abroad; 84% were Jews, 9% Others, and 7% Arabs.
According to the Israel Central Bureau of Statistics, as of 2005, 650,000 Israelis had left the country for over one year and not returned. Of them, 530,000 are still alive today. This number does not include the children born overseas. It should also be noted that Israeli law grants citizenship only to the first generation of children born to Israeli emigrants.
Geographic deployment:
The total fertility rate (TFR) of a population is the average number of children that an average woman would have, in her lifetime.
Jewish total fertility rate increased by 10.2% during 1998–2009, and was recorded at 2.90 during 2009. During the same time period, Arab TFR decreased by 20.5%. Muslim TFR was measured at 3.73 for 2009. During 2000, the Arab TFR in Jerusalem (4.43) was higher than that of the Jews residing there (3.79). But as of 2009, Jewish TFR in Jerusalem was measured higher than the Arab TFR (2010: 4.26 vs 3.85, 2009: 4.16 vs 3.87). TFR for Arab residents in the West Bank was measured at 2.91 in 2013, while that for the Jewish residents was reported at 5.10 children per woman.
The ethnic group with highest recorded TFR is the Bedouin of Negev. Their TFR was reported at 10.06 in 1998, and 5.73 in 2009. TFR is also very high among Haredi Jews. For Ashkenazi Haredim, the TFR rose from 6.91 in 1980 to 8.51 in 1996. The figure for 2008 is estimated to be even higher. TFR for Sephardi/Mizrahi Haredim rose from 4.57 in 1980 to 6.57 in 1996.
Age 15 and over can read and write (2011 estimate):
In June 2013, the Central Bureau of Statistics released a demographic report, projecting that Israel's population would grow to 11.4 million by 2035, with the Jewish population numbering 8.3 million, or 73% of the population, and the Arab population at 2.6 million, or 23%. This includes some 2.3 million Muslims (20% of the population), 185,000 Druze, and 152,000 Christians. The report predicts that the Israeli population growth rate will decline to 1.4% annually, with growth in the Muslim population remaining higher than the Jewish population until 2035, at which point the Jewish population will begin growing the fastest.
In 2017, the Central Bureau of Statistics projected that Israel's population would rise to about 18 million by 2059, including 14.4 million Jews and 3.6 million Arabs. Of the Jewish population, about 5.25 million would be ultra-Orthodox Jews. Overall, the forecast projected that 49% of the population would be either ultra-Orthodox Jews (29%) and Arabs (20%). It also projected a population of 20 million in 2065.
Other forecasts project that Israel could have a population as high as 23 million, or even 36 million, by 2050.
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https://en.wikipedia.org/wiki?curid=14688
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Economy of Israel
The economy of Israel is a highly advanced free-market, primarily knowledge-based economy. Israel ranks 22 on the latest report of the UN's Human Development Index, which places it in the category of "Very Highly Developed", allowing the country to enjoy a higher standard of living than many other Western countries. The prosperity of Israel's advanced economy allows the country to have a sophisticated welfare state, a modern infrastructure, and a high-technology sector competitively on par with Silicon Valley. Israel has the second-largest number of startup companies in the world after the United States, and the third-largest number of NASDAQ-listed companies after the U.S. and China. Intel, Microsoft, and Apple built their first overseas research and development facilities in Israel, and other high-tech multi-national corporations, such as IBM, Google, HP, Cisco Systems, Facebook and Motorola have opened R&D centres in the country.
The country's major economic sectors are high-technology and industrial manufacturing; the Israeli diamond industry is one of the world's centers for diamond cutting and polishing, amounting to 23.2% of all exports. Relatively poor in natural resources, Israel depends on imports of petroleum, raw materials, wheat, motor vehicles, uncut diamonds and production inputs, though the country's nearly total reliance on energy imports may change in the future with recent discoveries of natural gas reserves off its coast on the one hand and the leading role of the Israeli solar energy industry on the other.
Israel's quality university education and the establishment of a highly motivated and educated populace is largely responsible for ushering in the country's high technology boom and rapid economic development. With its strong educational infrastructure and high quality incubation system for new cutting edge ideas to create value driven goods and services has allowed the country to create a high concentration of high-tech companies across the country financially backed by a strong venture capital industry. Its central high technology hub "Silicon Wadi" is considered second in importance only to its Californian counterpart. Numerous Israeli companies have been acquired by global corporations for their reliable and quality corporate personnel.
With such an impressive track record for creating profit driven technologies, Israel has become the first choice for many of world's leading entrepreneurs, investors, and industry giants. The economic dynamism of Israel has attracted attention from international business leaders such as Microsoft founder Bill Gates, investor Warren Buffett, real estate developer and U.S. President Donald Trump and telecommunications giant Carlos Slim. Each entrepreneur has praised Israel's economy and invested heavily across numerous Israeli industries beyond their traditional business activities and investments back in their home nations. In 2007, American investor Warren Buffett's holding company Berkshire Hathaway bought an Israeli company, Iscar, its first acquisition outside the United States, for $4 billion. The country was also the destination for Berkshire Hathaway's first investment outside the United States when it acquired ISCAR Metalworking.
In September 2010, Israel was invited to join the OECD. Israel has also signed free trade agreements with the European Union, the United States, the European Free Trade Association, Turkey, Mexico, Canada, Ukraine, Jordan, Egypt, and on 18 December 2007, became the first non-Latin-American country to sign a free trade agreement with the Mercosur trade bloc. Israel is also a major tourist destination, with 3.6 million foreign tourists visiting it in 2017.
The British Mandate of Palestine that came into effect in 1920 aimed at restricting land purchases by Jewish immigrants. For this reason the Jewish population was initially more urban and had a higher share in industrial occupations. This particular development resulted economically in one of the few growth miracles of the region whereby the structure of firms was determined mainly by private entrepreneurs rather than by the government.
The first survey of the Dead Sea in 1911, by the Russian Jewish engineer Moshe Novomeysky, led to the establishment of Palestine Potash Ltd. in 1930, later renamed the Dead Sea Works. In 1923, Pinhas Rutenberg was granted an exclusive concession for the production and distribution of electric power. He founded the Palestine Electric Company, later the Israel Electric Corporation. Between 1920 and 1924, some of the countries largest factories were established, including the Shemen Oil Company, the Societe des Grand Moulins, the Palestine Silicate Company and the Palestine Salt Company. In 1937, there were 86 spinning and weaving factories in the country, employing a workforce of 1,500. Capital and technical expertise were supplied by Jewish professionals from Europe. The Ata textile plant in Kiryat Ata, which went on to become an icon of the Israeli textile industry, was established in 1934. The industry underwent rapid development during World War II, when supplies from Europe were cut off while local manufacturers were commissioned for army needs. By 1943, the number of factories had grown to 250, with a workforce of 5,630, and output increased tenfold.
From 1924, trade fairs were held in Tel Aviv. The Levant Fair was inaugurated in 1932.
After statehood, Israel faced a deep economic crisis. As well as having to recover from the devastating effects of the 1948 Arab–Israeli War, it also had to absorb hundreds of thousands of Jewish refugees from Europe and almost a million from the Arab world. Israel was financially overwhelmed and faced a deep economic crisis, which led to a policy of austerity from 1949 to 1959. Unemployment was high, and foreign currency reserves were scarce.
In 1952, Israel and West Germany signed an agreement stipulating that West Germany was to pay Israel for the persecution of Jews during the Holocaust, and compensate for Jewish property stolen by the Nazis. Over the next 14 years, West Germany paid Israel 3 billion marks (equivalent to US$111.5bn in modern currency). The reparations became a decisive part of Israel's income, comprising as high as 87.5% of Israel's income in 1956. In 1950, the Israeli government launched Israel Bonds for American and Canadian Jews to buy. In 1951, the final results of the bonds program exceeded $52 million. Additionally, many American Jews made private donations to Israel, which in 1956 were thought to amount to $100 million a year. In 1957, bond sales amounted to 35% of Israel's special development budget. Later in the century Israel became significantly reliant on economic aid from the United States, a country which also became Israel's most important source of political support internationally.
The proceeds from these sources was invested in industrial and agricultural development projects, which allowed Israel to become economically self-sufficient. Among the projects made possible by the aid was the Hadera power plant, the Dead Sea Works, the National Water Carrier, port development in Haifa, Ashdod, and Eilat, desalination plants, and national infrastructure projects.
After statehood, priority was given to establishing industries in areas slated for development, among them Lachish, Ashkelon, the Negev and Galilee. The expansion of Israel's textile industry was a consequence of the development of cotton growing as a profitable agricultural branch. By the late 1960s, textiles were one of the largest industrial branches in Israel, second only to the foodstuff industry. Textiles constituted about 12% of industrial exports, becoming the second-largest export branch after polished diamonds. In the 1990s, cheap East Asian labor decreased the profitability of the sector. Much of the work was subcontracted to 400 Israeli Arab sewing shops. As these closed down, Israeli firms, among them Delta, Polgat, Argeman and Kitan, began doing their sewing work in Jordan and Egypt, usually under the QIZ arrangement. In the early 2000s, Israeli companies had 30 plants in Jordan. Israeli exports reached $370 million a year, supplying such retailers and designers as Marks & Spencer, The Gap, Victoria's Secret, Walmart, Sears, Ralph Lauren, Calvin Klein, and Donna Karan.
In its first two decades of existence, Israel's strong commitment to development led to economic growth rates that exceeded 10% annually. Between 1950 and 1963, the expenditure among wage-earner's families rose 97% in real terms. Between 1955 and 1966, per capita consumption rose by 221%. The years after the 1973 Yom Kippur War were a lost decade economically, as growth stalled, inflation soared and government expenditures rose significantly. Also worthy of mention is the 1983 Bank stock crisis. By 1984, the economic situation became almost catastrophic with inflation reaching an annual rate close to 450% and projected to reach over 1000% by the end of the following year. However, the successful economic stabilization plan implemented in 1985 and the subsequent introduction of market-oriented structural reforms reinvigorated the economy and paved the way for its rapid growth in the 1990s and became a model for other countries facing similar economic crises.
Two developments have helped to transform Israel's economy since the beginning of the 1990s. The first is waves of Jewish immigration, predominantly from the countries of the former USSR, that has brought over one million new citizens to Israel. These new Soviet Jewish immigrants, many of them highly educated, had a wellspring of scientific and technical expertise to help spur Israel's burgeoning technology sector, now constitute some 15% of Israel's population. The second development benefiting the Israeli economy is the peace process begun at the Madrid conference of October 1991, which led to the signing of accords and later to a peace treaty between Israel and Jordan (1994).
In the early 2000s, the Israel economy went into a downturn due to the crashing of the global dot-com bubble which bankrupted many startups established during the height of the bubble. The Second Intifada, which cost Israel billions of dollars in security costs, and a decline in investment and tourism, sent unemployment in Israel to the double digits, growth in one quarter of 2000 was 10%. In 2002 the Israeli economy declined in one quarter about 4%. Afterwards Israel managed to create a remarkable recovery by opening up new markets to Israeli exporters farther afield, such as in the rapidly growing countries of East Asia. As well as a rebound in the tech sector with the gradual bottoming out of the dotcom crash and global increase in internet usage worldwide which created a demand for software, and a demand post-9/11 in Security and defense products. Both of which Israel was ready to provide due to early investment in those fields, allowed for a gradual easing of the unemployment situation within the country.
In the past few years there has been an unprecedented inflow of foreign investment in Israel, as companies that formerly shunned the Israeli market now see its potential contribution to their global strategies. In 2006, foreign investment in Israel totaled $13 billion, according to the Manufacturers Association of Israel. The "Financial Times" said that 'bombs drop, yet Israel's economy grows'. Moreover, while Israel's total gross external debt is US$95 billion, or approximately 41.6% of GDP, since 2001 it has become a net lender nation in terms of net external debt (the total value of assets vs. liabilities in debt instruments owed abroad), which stood at a significant surplus of US$60 billion. The country also maintains a current account surplus in an amount equivalent to about 3% of its gross domestic product in 2010.
The Israeli economy withstood the late-2000s recession, registering positive GDP growth in 2009 and ending the decade with an unemployment rate lower than that of many western countries. There are several reasons behind this economic resilience, for example, the fact, as stated above, that the country is a net lender rather than a borrower nation and the government and the Bank of Israel's generally conservative macro-economic policies. Two policies in particular can be cited, one is the refusal of the government to succumb to pressure by the banks to appropriate large sums of public money to aid them early in the crisis, thus limiting their risky behavior. The second is the implementation of the recommendations of the Bach'ar commission in the early to mid-2000s which recommended decoupling the banks' depository- and Investment banking activities, contrary to the then-opposite trend, particularly in the United States, of easing such restrictions which had the effect of encouraging more risk-taking in the financial systems of those countries.
In May 2007, Israel was invited to open accession discussions with the OECD. In May 2010, the OECD voted unanimously to invite Israel to join, despite Palestinian objections. It became a full member on 7 September 2010. The OECD praised Israel's scientific and technological progress and described it as having "produced outstanding outcomes on a world scale."
Despite economic prosperity, the Israeli economy faces many challenges, some are short term and some are long term challenges. On the short term its inability to duplicate its success in the telecommunication industry into other growing industries hampers its economic outlooks. Its inability to foster large multinational companies in the last decade also calls into question its ability to employ large numbers of people in advanced industries. On the long term, Israel is facing challenges of high dependency of the growing number of Ultra-Orthodox Jews who have a low level of official labor force participation amongst men, and this situation could lead to a materially lower employment-to-population ratio and a higher dependency ratio in the future. The governor of the Bank of Israel, Stanley Fischer, stated that the growing poverty amongst the Ultra-Orthodox is hurting the Israeli economy. According to the data published by Ian Fursman, 60% of the poor households in Israel are of the Haredi Jews and the Israeli Arabs. Both groups together represent 25–28% of the Israeli population. Organizations such as The Kemach Foundation, Gvahim, Jerusalem Village and The Jerusalem Business Networking Forum are addressing these challenges with job placement services and networking events.
The following table shows the main economic indicators in 1980–2018. Inflation under 2% is in green.
In 2017, 2.3% of the country's GDP is derived from agriculture. Of a total labor force of 2.7 million, 2.6% are employed in agricultural production while 6.3% in services for agriculture. While Israel imports substantial quantities of grain (approximately 80% of local consumption), it is largely self-sufficient in other agricultural products and food stuffs. For centuries, farmers of the region have grown varieties of citrus fruits, such as grapefruit, oranges and lemons. Citrus fruits are still Israel's major agricultural export. In addition, Israel is one of the world's leading greenhouse-food-exporting countries. The country exports more than $1.3 billion worth of agricultural products every year, including farm produce as well as $1.2 billion worth of agricultural inputs and technology.
Israel has over 100 active venture capital funds operating throughout the country with US$10 billion under management. In 2004, international foreign funds from various nations around the world committed over 50 percent of the total dollars invested exemplifying the country's strong and sound reputation as an internationally sought after foreign investment by many countries. Israel's venture capital sector has rapidly developed from the early 1990s, and has about 70 active venture capital funds (VC), of which 14 international VCs have Israeli offices. Israel's thriving venture capital and business-incubator industry played an important role in financing the country's flourishing high-tech sector. In 2008, venture capital investment in Israel, rose 19 percent to $1.9 billion.
"Between 1991 and 2000, Israel's annual venture-capital outlays, nearly all private, rose nearly 60-fold, from $58 million to $3.3 billion; companies launched by Israeli venture funds rose from 100 to 800; and Israel's information-technology revenues rose from $1.6 billion to $12.5 billion. By 1999, Israel ranked second only to the United States in invested private-equity capital as a share of GDP. Israel led the world in the share of its growth attributable to high-tech ventures: 70 percent."
Israel's thriving venture capital industry has played an important role in funding the country's booming high-technology sector. The country is now teeming with hundreds of prosperous Israeli private equity and venture capital firms looking to invest in the next potential million or billion dollar business startup. Many of Israel's venture capital firms have billions of dollars under management that are seeking to invest in domestic Israeli companies in order to create value by marking a strong presence across the country. The financial crisis of 2007–08 also affected the availability of venture capital locally. In 2009, there were 63 mergers and acquisitions in the Israeli market worth a total of $2.54 billion; 7% below 2008 levels ($2.74 billion), when 82 Israeli companies were merged or acquired, and 33% lower than 2007 proceeds ($3.79 billion) when 87 Israeli companies were merged or acquired. Numerous Israeli high tech companies have been acquired by global corporations for its reliable corporate management and quality personnel. In addition to venture capital funds, many of the world's leading investment banks, pension funds, and insurance companies have a strong presence in Israel committing their funds to financially back Israeli high-tech firms and benefit from its prosperous high tech sector. These institutional investors include Goldman Sachs, Bear Stearns, Deutsche Bank, JP Morgan, Credit Swiss First Boston, Merrill Lynch, CalPERS, Ontario Teachers Pension Plan, and AIG.
Israel also has a small but fast growing hedge fund industry. Within five years between 2007 and 2012, the number of active hedge funds have doubled to 60 while the total asset values that the funds control have quadrupled in the same period . Israel based hedge funds have registered an increase of 162% since 2006 and currently manage a total of $2 billion (₪8 billion) as well as employing about 300 people. The ever-growing hedge fund industry in Israel is also attracting a myriad of investors from around the world, particularly from the United States.
Science and technology in Israel is one of the country's most highly developed and industrialized sectors. The modern Israeli ecosystem of high technology is highly optimized making up a significant bulk of Israeli economy. The percentage of Israelis engaged in scientific and technological inquiry, and the amount spent on research and development (R&D) in relation to gross domestic product (GDP), is among the highest in the world. Israel ranks fourth in the world in scientific activity, as measured by the number of scientific publications per million citizens. Israel's percentage of the total number of scientific articles published worldwide is almost 10 times higher than its percentage of the world's population. Despite its small population relative to other industrialized nations around the world, Israel has the highest number of scientists and technicians per capita in the world with 140 scientists and technicians per 10,000 employees. In comparison, the same is 85 per 10,000 in the United States and 83 per 10,000 in Japan.
Israeli scientists, engineers, and technicians have contributed to the modern advancement of the natural sciences, agricultural sciences, computer sciences, electronics, genetics, medicine, optics, solar energy and various fields of engineering. Israel is home to major corporate players in the high-tech industry and has one of the world's technologically most literate populations. In 1998, Tel Aviv was named by "Newsweek" as one of the ten technologically most influential cities in the world. In 2012, the city was also named one of the best places for high-tech startup companies, placed second behind its California counterpart.
In 2013, Tel Aviv repeated the feat where the American newspaper, Boston Globe ranked Tel Aviv as the second best city for business start-ups, after Silicon Valley Israel has the largest number of startup companies globally, second only to the United States and remains one of the largest centers in the world for technology start-up enterprises. 200 start-ups are created annually and more than 2500 start-up companies are operating throughout the country.
As a result of the country's highly renowned and creative start-up culture, Israel is often referred to as the Start-up Nation (adapted from the book Start-Up Nation, by Dan Senor and Saul Singer) and the "Silicon Valley of the Middle East". There are even numerous programs that send people to Israel to explore the "Start-Up Nation" economy (such as TAVtech Ventures and TAMID Group). This success has been attributed by some to the IDF and its development of talent which then fuels the high-tech industry upon discharge, but entrepreneur Inbal Arieli suggests in her work that characteristics inherent to Israeli culture and the way Israeli children are raised also plays a significant role.
In recent years, the industry has faced some challenges, and the further growth of the industry depends on overcoming them. Now high technology sector is rapidly growing and demand for tech talent increasing as well. There are not enough specialists in the market and in particular, 15% of positions in the high technology sector of Israel remain unfilled. However, the largest number of unfilled positions (31%) are in software engineering specialties: DevOps, back-end, data science, machine learning and artificial intelligence. Therefore, salaries of specialists in the Israeli market also increased significantly. To solve this problem, IT companies look for filling the gaps abroad. Consequently, they employ about 25% of their entire workforce overseas. Most companies choose to hire employees from Ukraine (45%) and USA (with 16%) are the second most popular offshoring destination country. Thus, to keep the industry growing, Israel should overcome this force labour shortage. Actually, Israel's Council for Higher Education has already launched a five-years program to increase the number of graduates from computer science and engineering programs by 40%.
Historically, Israel relied on external imports for meeting most of its energy needs, spending an amount equivalent to over 5% of its GDP per year in 2009 on imports of energy products. The transportation sector relies mainly on gasoline and diesel fuel, while the majority of electricity production is generated using imported coal. As of 2013, Israel was importing about 100 mln barrels of oil per year. The country possesses negligible reserves of crude oil but does have domestic natural gas resources which were discovered in more significant quantities starting in 2009, after many decades of previously unsuccessful exploration.
Until the early 2000s, natural gas use in Israel was minimal. In the late 1990s, the government of Israel decided to encourage the usage of natural gas because of environmental, cost, and resource diversification reasons. At the time however, there were no domestic sources of natural gas and the expectation was that gas would be supplied from overseas in the form of LNG and by a future pipeline from Egypt (which eventually became the Arish–Ashkelon pipeline). Plans were made for the Israel Electric Corporation to construct several natural gas-driven power plants, for erecting a national gas distribution grid, and for an LNG import terminal.
In 2000, a modest discovery was made when a 33-billion-cubic-metre (BCM), or 1,200-billion-cubic-foot, natural-gas field was located offshore Ashkelon, with commercial production starting in 2004. however, this field is nearly depleted—earlier than expected due to increased pumping to partially compensate for the loss of imported Egyptian gas in the wake of unrest associated with the fall of the Mubarak regime in 2011. In 2009, a significant gas find named Tamar, with proven reserves of 223 BCM or (307 BCM total proven + probable) was located in deep water approximately west of Haifa, as well as a smaller 15 BCM () field situated nearer the coastline. Furthermore, results of 3D seismic surveys and test drilling conducted since 2010 have confirmed that an estimated 621 BCM () natural-gas deposit named Leviathan exists in a large underwater geological formation nearby the large gas field already discovered in 2009.
The Tamar field began commercial production on 30 March 2013 after four years of development. The supply of gas from Tamar was expected to aid the Israeli economy, which had suffered losses of more than ₪20 billion between 2011 and 2013 resulting from the disruption of gas supplies from neighboring Egypt (and which are not expected to resume due to Egypt's decision to indefinitely suspend its gas supply agreement to Israel). As a result, Israel, as well as its other neighbor Jordan, which also suffered from disruption of gas deliveries from Egypt, had to resort to importing significantly more expensive and polluting liquid heavy fuels as substitute sources of energy. The ensuing energy crisis in Israel was lifted once the Tamar field came online in 2013, while Jordan committed to a US$10 billion, 15-year gas supply deal totaling 45 BCM from the Israeli Leviathan field which is scheduled to come online in late 2019. The agreement is estimated to save Jordan US$600 million per year in energy costs. In 2018, the owners of the Tamar and Leviathan fields announced that they are negotiating an agreement with a consortium of Egyptian firms for the supply of up to 64 BCM of gas over 10 years valued at up to US$15 billion. In early 2012 the Israeli cabinet announced plans to set up a sovereign wealth fund (called "the Israeli Citizens' Fund").
Since the founding of the state through the mid-2010s decade, the state-owned utility, Israel Electric Corporation (IEC) had an effective monopoly on power generation in the country. In 2010 the company sold 52,037 GWh of electricity. Until the mid-2010s the country also faced a persistently low operating reserve, which is mostly the result of Israel being an "electricity island". Most countries have the capability of relying on power drawn from producers in adjacent countries in the event of a power shortage. Israel's grid however, is unconnected to those of neighboring countries. This is mostly due to political reasons but also to the considerably less-developed nature of the power systems of Jordan and Egypt, whose systems constantly struggle to meet domestic demand and whose per-capita electric generation is less than one fifth that of Israel's. Nevertheless, while operating reserves in Israel were low, the country possessed sufficient generation and transmission capacity to meet domestic electricity needs and unlike in the countries surrounding it, rolling blackouts have historically been quite rare, even at periods of extreme demand.
Facing increasing demand for electricity and concerned about the low reserve situation, the government of Israel began taking steps to increase the supply of electricity and operating reserve, as well to reduce the monopoly position of the IEC and increase competition in the electricity market starting in second half of the 2000s decade. It instructed the IEC to construct several new power stations and encouraged private investment in the generation sector. By 2015, the IEC's share of total nationwide installed electric generation capacity had fallen to about 75%, with the company then possessing an installed generation capacity of about 13.6 gigawatts (GW). Since 2010, Independent Power Producers have constructed three new gas-fired combined cycle power stations with a total generation capacity of about 2.2 GW, while various industrial concerns constructed on-premises cogeneration facilities with a total electricity output of about 1 GW, and which are licensed by the electric authority to sell surplus electricity to the national grid at competitive rates. Also under construction is a 300 MW pumped storage facility, with two more in planning, plus several solar-powered plants.
In addition to the above steps, Israel and Cyprus are considering implementing the proposed EuroAsia Interconnector project. This consists of laying a 2000MW HVDC undersea power cable between them and between Cyprus and Greece, thus connecting Israel to the greater European power grid. If carried out, this will allow to further increase the country's operating reserve as well as sell surplus electricity abroad.
In 2016, total nationwide electricity production was 67.2 GWh, of which 55.2% was generated using natural gas and 43.8% using coal — the first time the share of electricity production using natural gas exceeded that generated using coal.
Solar power in Israel and the Israeli solar energy industry has a history that dates to the founding of the country. In the 1950s, Levi Yissar developed a solar water heater to help assuage an energy shortage in the new country. By 1967 around one in twenty households heated their water with the sun and 50,000 solar heaters had been sold. With the 1970s oil crisis, Harry Zvi Tabor, the father of Israel's solar industry, developed the prototype solar water heater that is now used in over 90% of Israeli homes. Israeli engineers are on the cutting edge of solar energy technology, and its solar companies work on projects around the world.
Israel has a large industrial capacity with a well-developed chemical industry with many of its products aimed at the export market. Most of the chemical plants are located in Ramat Hovav, the Haifa Bay area and near the Dead Sea. Israel Chemicals is one of largest fertilizer and chemical companies in Israel and its subsidiary, the Dead Sea Works in Sdom is the world's fourth largest producer and supplier of potash products. The company also produces other products such as magnesium chloride, industrial salts, de-icers, bath salts, table salt, and raw materials for the cosmetic industry. One of the country's largest employers is Israel Aerospace Industries which produces mainly aviation, space, and defense products. In 2017 the company had an order backlog of 11.4 billion US dollars. Another large employer is Teva Pharmaceutical Industries, one of the world's largest pharmaceutical companies, employing 40,000 people as of 2011. It specializes in generic and proprietary pharmaceuticals and active pharmaceutical ingredients. It is the largest generic drug manufacturer in the world and one of the 15 largest pharmaceutical companies worldwide. Industrial production of metals, electrical equipment, construction materials, consumer goods, and textiles, as well as food processing also form a significant part of the manufacturing sector.
Israel is one of the world's three major centers for polished diamonds, alongside Belgium and India. Israel's net polished diamond exports slid 22.8 percent in 2012 as polished diamond exports fell to $5.56 billion from $7.2 billion in 2011. Net exports of rough diamonds dropped 20.1 percent to $2.8 billion and net exports of polished diamonds slipped 24.9 percent to $4.3 billion, while net rough diamond imports dropped 12.9 percent to $3.8 billion. Net exports and imports have dropped due to the ongoing Global financial crisis, particularly within the Eurozone and the United States. The United States is the largest market accounting for 36% of overall export market for polished diamonds while Hong Kong remains at second with 28 percent and Belgium at 8 percent coming in third. , cut diamonds were Israel's largest export product, comprising 23.2% of all exports.
Israel is one of the world's major exporters of military equipment, accounting for 10% of the world total in 2007. Three Israeli companies were listed on the 2010 Stockholm International Peace Research Institute index of the world's top 100 arms-producing and military service companies: Elbit Systems, Israel Aerospace Industries and RAFAEL. The Defense industry in Israel is a strategically important sector and a large employer within the country. It is also a major player in the global arms market and is the 11th largest arms exporter in the world as of 2012. Total arms transfer agreements topped 12.9 billion between 2004 and 2011. There are over 150 active defense companies based in the country with combined revenues of more than US$3.5 billion annually. Israeli defense equipment exports have reached 7 billion U.S. dollars in 2012, making it a 20 percent increase from the amount of defense-related exports in 2011. Much of the exports are sold to the United States and Europe. Other major regions that purchase Israeli defense equipment include Southeast Asia and Latin America. India is also major country for Israeli arms exports and has remained Israel's largest arms market in the world. Israel is considered to be the leading UAV exporter in the world. According to the Stockholm International Peace Research Institute, Israeli defense companies were behind 41% of all drones exported in 2001–2011.
Tourism is one of Israel's major sources of income in the country, attracting 3.6 million foreign tourists in 2017, yielding a 25 percent growth since 2016 and contributed ₪20 billion to the Israeli economy making it an all-time record. The most popular paid site is Masada.
In 2016, Israeli goods exports totaled US$55.8 billion. It imported US$61.9 billion worth of goods in the same year. In 2017 total exports (goods and services) amounted to US$102.3 billion, while imports totaled $96.7 billion.
Israel usually posts a modest trade deficit in goods. Its main goods imports consist of raw materials, crude oil, production inputs and finished consumer goods. Most of its exports are high-value-added items such as electronic components and other high-technology equipment, tools, and machinery, cut diamonds, refined petrochemicals, and pharmaceuticals. It normally posts a substantial trade surplus in services thanks to tourism and service industries such as software development, engineering services, and biomedical and scientific research and development. Therefore, overall external trade is positive, contributing to a significant current account surplus which as of 2017 stood at 4.7% of GDP.
The United States is Israel's largest trading partner, and Israel is the United States' 26th-largest trading partner; two-way trade totaled some $24.5 billion in 2010, up from $12.7 billion in 1997. The principal U.S. exports to Israel include computers, integrated circuits, aircraft parts and other defense equipment, wheat, and automobiles. Israel's chief exports to the U.S. include cut diamonds, jewelry, integrated circuits, printing machinery, and telecommunications equipment. The two countries signed a free trade agreement (FTA) in 1985 that progressively eliminated tariffs on most goods traded between the two countries over the following ten years. An agricultural trade accord was signed in November 1996, which addressed the remaining goods not covered in the FTA. Some non-tariff barriers and tariffs on goods remain, however. Israel also has trade and cooperation agreements in place with the European Union and Canada, and is seeking to conclude such agreements with a number of other countries, including Turkey, Jordan and several countries in Eastern Europe.
In regional terms, the European Union is the top destination for Israeli exports. In the four-month period between October 2011 and January 2012, Israel exported goods totalling $5 billion to the EU – amounting to 35% of Israel's overall exports. During the same period, Israeli exports to East Asia and the Far East totaled some $3.1 billion.
Until 1995, Israel's trade with the Arab world was minimal due to the Arab League boycott, which was begun against the Jewish community of Palestine in 1945. Arab nations not only refused to have direct trade with Israel (the primary boycott), but they also refused to do business with any corporation that operated in Israel (secondary boycott), or any corporation that did business with a corporation that did business with Israel (tertiary boycott).
In 2013, commercial trade between Israel and the Palestinian territories were valued at US$20 billion annually.
In 2012, ten companies were responsible for 47.7% of Israel's exports. These companies were Intel Israel, Elbit Systems, Oil Refineries Ltd, Teva Pharmaceuticals, Iscar, Israel Chemicals, Makhteshim Agan, Paz Oil Company, Israel Aerospace Industries and the Indigo division of Hewlett-Packard. The Bank of Israel and Israel's Export Institute have warned that the country is too dependent on a small number of exporters.
The Global Competitiveness Report of 2016 to 2017 ranked Israel as having the world's second most innovative economy. It was also ranked 18th among 188 world nations on the UN's Human Development Index, which places it in the category of "Very Highly Developed." As of 2014, Israel ranks 19th out of 124 countries on the economic complexity index. The IMD World Competitiveness Yearbook of 2016 ranked Israel's economy as world 21st most competitive out of the 61 economies surveyed. The Israeli economy was ranked as the world's most durable economy in the face of crises, and was also ranked first in the rate research and development center investments. The Bank of Israel was ranked first among central banks for its efficient functioning, up from the 8th place in 2009. Israel was ranked first also in its supply of skilled manpower. Israeli companies, particularly in the high-tech area, have enjoyed considerable success raising money on Wall Street and other world financial markets: Israel ranked second among foreign countries in the number of its companies listed on U.S. stock exchanges.
Having moved away from the socialist economic model since the mid-1980s and early 1990s, Israel has made dramatic moves toward the free-market capitalist paradigm. , Israel's economic freedom score is 67.8, making its economy the 48th freest in the 2012 Index of Economic Freedom. Israel's economic competitiveness is helped by strong protection of property rights, relatively low corruption levels, and high openness to global trade and investment. Income and corporate tax rates remain relatively high. , Israel ranks 36th out of 182 countries in Transparency International's Corruption Perceptions Index. Bribery and other forms of corruption are illegal in Israel, which is a signatory to the OECD Bribery Convention since 2008.
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https://en.wikipedia.org/wiki?curid=14690
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Israeli Declaration of Independence
The Israeli Declaration of Independence, formally the Declaration of the Establishment of the State of Israel (), was proclaimed on 14 May 1948 (5 Iyar 5708) by David Ben-Gurion, the Executive Head of the World Zionist Organization, Chairman of the Jewish Agency for Palestine, and soon to be first Prime Minister of Israel. It declared the establishment of a Jewish state in Eretz-Israel, to be known as the State of Israel, which would come into effect on termination of the British Mandate at midnight that day. The event is celebrated annually in Israel with a national holiday Independence Day on 5 Iyar of every year according to the Hebrew calendar.
The possibility of a Jewish homeland in Palestine had been a goal of Zionist organizations since the late 19th century. In 1917 British Foreign Secretary Arthur Balfour stated in a letter to British Jewish community leader Walter, Lord Rothschild that:
His Majesty's government view with favour the establishment in Palestine of a national home for the Jewish people, and will use their best endeavours to facilitate the achievement of this object, it being clearly understood that nothing shall be done which may prejudice the civil and religious rights of existing non-Jewish communities in Palestine, or the rights and political status enjoyed by Jews in any other country.
Through this letter, which became known as the Balfour Declaration, British government policy officially endorsed Zionism. After World War I, the United Kingdom was given a mandate for Palestine, which it had conquered from the Ottomans during the war. In 1937 the Peel Commission suggested partitioning Mandate Palestine into an Arab state and a Jewish state, though the proposal was rejected as unworkable by the government and was at least partially to blame for the renewal of the 1936–39 Arab revolt.
In the face of increasing violence after World War II, the British handed the issue over to the recently established United Nations. The result was Resolution 181(II), a plan to partition Palestine into "Independent Arab and Jewish States and the Special International Regime for the City of Jerusalem". The Jewish state was to receive around 56% of the land area of Mandate Palestine, encompassing 82% of the Jewish population, though it would be separated from Jerusalem. The plan was accepted by most of the Jewish population, but rejected by much of the Arab populace. On 29 November 1947, the resolution to recommend "to the United Kingdom, as the mandatory Power for Palestine, and to all other Members of the United Nations the adoption and implementation, with regard to the future government of Palestine, of the Plan of Partition with Economic Union" was put to a vote in the United Nations General Assembly.
The result was 33 to 13 in favour of the resolution, with 10 abstentions. Resolution 181(II): "PART I: Future constitution and government of Palestine: A. TERMINATION OF MANDATE, PARTITION AND INDEPENDENCE: Clause 3" provides:Independent Arab and Jewish States and the Special International Regime for the City of Jerusalem, ... shall come into existence in Palestine two months after the evacuation of the armed forces of the mandatory Power has been completed but in any case not later than 1 October 1948.
The Arab countries (all of which had opposed the plan) proposed to query the International Court of Justice on the competence of the General Assembly to partition a country, but the resolution was rejected.
The first draft of the declaration was made by Zvi Berenson, the legal advisor of the Histadrut trade union and later a Justice of the Supreme Court, at the request of Pinchas Rosen. A revised second draft was made by three lawyers, A. Beham, A. Hintzheimer and Z.E. Baker, and was framed by a committee including David Remez, Pinchas Rosen, Haim-Moshe Shapira, Moshe Sharett and Aharon Zisling. A second committee meeting, which included David Ben-Gurion, Yehuda Leib Maimon, Sharett and Zisling produced the final text.
On 12 May 1948, the Minhelet HaAm (, lit. "People's Administration") was convened to vote on declaring independence. Three of the thirteen members were missing, with Yehuda Leib Maimon and Yitzhak Gruenbaum being blocked in besieged Jerusalem, while Yitzhak-Meir Levin was in the United States.
The meeting started at 13:45 and ended after midnight. The decision was between accepting the American proposal for a truce, or declaring independence. The latter option was put to a vote, with six of the ten members present supporting it:
Chaim Weizmann, the Chairman of the World Zionist Organization, and soon to be first President of Israel, endorsed the decision, after reportedly asking "What are they waiting for, the idiots?"
The draft text was submitted for approval to a meeting of Moetzet HaAm at the JNF building in Tel Aviv on 14 May. The meeting started at 13:50 and ended at 15:00, an hour before the declaration was due to be made. Despite ongoing disagreements, members of the Council unanimously voted in favour of the final text. During the process, there were two major debates, centring on the issues of borders and religion.
The borders were not specified in the Declaration, although its 14th paragraph indicated a willingness to cooperate in the implementation of the UN Partition Plan. The original draft had declared that the borders would be decided by the UN partition plan. While this was supported by Rosen and Bechor-Shalom Sheetrit, it was opposed by Ben-Gurion and Zisling, with Ben-Gurion stating, "We accepted the UN Resolution, but the Arabs did not. They are preparing to make war on us. If we defeat them and capture western Galilee or territory on both sides of the road to Jerusalem, these areas will become part of the state. Why should we obligate ourselves to accept boundaries that in any case the Arabs don't accept?" The inclusion of the designation of borders in the text was dropped after the provisional government of Israel, the Minhelet HaAm, voted 5–4 against it. The Revisionists, committed to a Jewish state on both sides of the Jordan River (that is, including Transjordan), wanted the phrase "within its historic borders" included, but were unsuccessful.
The second major issue was over the inclusion of God in the last section of the document, with the draft using the phrase "and placing our trust in the Almighty". The two rabbis, Shapira and Yehuda Leib Maimon, argued for its inclusion, saying that it could not be omitted, with Shapira supporting the wording "God of Israel" or "the Almighty and Redeemer of Israel". It was strongly opposed by Zisling, a member of the secularist Mapam. In the end the phrase "Rock of Israel" was used, which could be interpreted as either referring to God, or the land of Eretz Israel, Ben-Gurion saying "Each of us, in his own way, believes in the 'Rock of Israel' as he conceives it. I should like to make one request: Don't let me put this phrase to a vote." Although its use was still opposed by Zisling, the phrase was accepted without a vote.
The writers also had to decide on the name for the new state. Eretz Israel, Ever (from the name Eber), Judea, and Zion were all suggested, as were Ziona, Ivriya and Herzliya. Judea and Zion were rejected because, according to the partition plan, Jerusalem (Zion) and most of the Judean mountains would be outside the new state. Ben-Gurion put forward "Israel" and it passed by a vote of 6–3. Official documents released in April 2013 by the State Archive of Israel show that days before the establishment of the State of Israel in May 1948, officials were still debating about what the new country would be called in Arabic: Palestine (فلسطين Filastin), Zion (صهيون Sayoun) or Israel (إسرائيل Eesra’il). Two assumptions were made: "That an Arab state was about to be established alongside the Jewish one in keeping with the UN’s partition resolution the year before, and that the Jewish state would include a large Arab minority whose feelings needed to be taken into account". In the end, the officials rejected the name Palestine because they thought that would be the name of the new Arab state and could cause confusion so they opted for the most straightforward option of Israel.
At the meeting on 14 May, several other members of Moetzet HaAm suggested additions to the document. Meir Vilner wanted it to denounce the British Mandate and military but Sharett said it was out of place. Meir Argov pushed to mention the Displaced Persons camps in Europe and to guarantee freedom of language. Ben-Gurion agreed with the latter but noted that Hebrew should be the main language of the state.
The debate over wording did not end completely even after the Declaration had been made. Declaration signer Meir David Loewenstein later claimed, "It ignored our sole right to Eretz Israel, which is based on the covenant of the Lord with Abraham, our father, and repeated promises in the Tanach. It ignored the aliya of the Ramban and the students of the Vilna Gaon and the Ba'al Shem Tov, and the [rights of] Jews who lived in the 'Old Yishuv'."
The ceremony was held in the Tel Aviv Museum (today known as Independence Hall) but was not widely publicised as it was feared that the British Authorities might attempt to prevent it or that the Arab armies might invade earlier than expected. An invitation was sent out by messenger on the morning of 14 May telling recipients to arrive at 15:30 and to keep the event a secret. The event started at 16:00 (a time chosen so as not to breach the sabbath) and was broadcast live as the first transmission of the new radio station Kol Yisrael.
The final draft of the declaration was typed at the Jewish National Fund building following its approval earlier in the day. Ze'ev Sherf, who stayed at the building in order to deliver the text, had forgotten to arrange transport for himself. Ultimately, he had to flag down a passing car and ask the driver (who was driving a borrowed car without a license) to take him to the ceremony. Sherf's request was initially refused but he managed to persuade the driver to take him. The car was stopped by a policeman for speeding while driving across the city though a ticket was not issued after it was explained that he was delaying the declaration of independence. Sherf arrived at the museum at 15:59.
At 16:00, Ben-Gurion opened the ceremony by banging his gavel on the table, prompting a spontaneous rendition of Hatikvah, soon to be Israel's national anthem, from the 250 guests. On the wall behind the podium hung a picture of Theodor Herzl, the founder of modern Zionism, and two flags, later to become the official flag of Israel.
After telling the audience "I shall now read to you the scroll of the Establishment of the State, which has passed its first reading by the National Council", Ben-Gurion proceeded to read out the declaration, taking 16 minutes, ending with the words "Let us accept the Foundation Scroll of the Jewish State by rising" and calling on Rabbi Fishman to recite the Shehecheyanu blessing.
As leader of the Yishuv, David Ben-Gurion was the first person to sign. The declaration was due to be signed by all 37 members of Moetzet HaAm. However, twelve members could not attend, with eleven of them trapped in besieged Jerusalem and one abroad. The remaining 25 signatories present were called up in alphabetical order to sign, leaving spaces for those absent. Although a space was left for him between the signatures of Eliyahu Dobkin and Meir Vilner, Zerach Warhaftig signed at the top of the next column, leading to speculation that Vilner's name had been left alone to isolate him, or to stress that even a communist had agreed with the declaration. However, Warhaftig later denied this, stating that a space had been left for him (as he was one of the signatories trapped in Jerusalem) where a Hebraicised form of his name would have fitted alphabetically, but he insisted on signing under his actual name so as to honour his father's memory and so moved down two spaces. He and Vilner would be the last surviving signatories, and remained close for the rest of their lives. Of the signatories, two were women (Golda Meir and Rachel Cohen-Kagan).
When Herzl Rosenblum, a journalist, was called up to sign, Ben-Gurion instructed him to sign under the name Herzl Vardi, his pen name, as he wanted more Hebrew names on the document. Although Rosenblum acquiesced to Ben-Gurion's request and legally changed his name to Vardi, he later admitted to regretting not signing as Rosenblum. Several other signatories later Hebraised their names, including Meir Argov (Grabovsky), Peretz Bernstein (then Fritz Bernstein), Avraham Granot (Granovsky), Avraham Nissan (Katznelson), Moshe Kol (Kolodny), Yehuda Leib Maimon (Fishman), Golda Meir (Meyerson/Myerson), Pinchas Rosen (Felix Rosenblueth) and Moshe Sharett (Shertok). Other signatories added their own touches, including Saadia Kobashi who added the phrase "HaLevy", referring to the tribe of Levi.
After Sharett, the last of the signatories, had put his name to paper, the audience again stood and the Israel Philharmonic Orchestra played "Hatikvah". Ben-Gurion concluded the event with the words "The State of Israel is established! This meeting is adjourned!"
The declaration was signed in the context of civil war between the Arab and Jewish populations of the Mandate that had started the day after the partition vote at the UN six months earlier. Neighbouring Arab states and the Arab League were opposed to the vote and had declared they would intervene to prevent its implementation. In a on 15 May 1948 to the Secretary-General of the United Nations, the Secretary-General of the League of Arab States claimed that "the Arab states find themselves compelled to intervene in order to restore law and order and to check further bloodshed".
Over the next few days after the declaration, armies of Egypt, Trans-Jordan, Iraq, and Syria engaged Israeli troops inside the area of what had just ceased to be Mandatory Palestine, thereby starting the 1948 Arab–Israeli War. A truce began on 11 June, but fighting resumed on 8 July and stopped again on 18 July, before restarting in mid-October and finally ending on 24 July 1949 with the signing of the armistice agreement with Syria. By then Israel had retained its independence and increased its land area by almost 50% compared to the 1947 UN Partition Plan.
Following the declaration, Moetzet HaAm became the Provisional State Council, which acted as the legislative body for the new state until the first elections in January 1949.
Many of the signatories would play a prominent role in Israeli politics following independence; Moshe Sharett and Golda Meir both served as Prime Minister, Yitzhak Ben-Zvi became the country's second president in 1952, and several others served as ministers. David Remez was the first signatory to pass away, dying in May 1951, while Meir Vilner, the youngest signatory at just 29, was the longest living, serving in the Knesset until 1990 and dying in June 2003. Eliyahu Berligne, the oldest signatory at 82, died in 1959.
Eleven minutes after midnight, the United States "de facto" recognized the State of Israel. This was followed by Shah Mohammad Reza Pahlavi's Iran (which had voted against the UN partition plan), Guatemala, Iceland, Nicaragua]l, Romania, and Uruguay. The Soviet Union was the first nation to fully recognize Israel de jure on 17 May 1948, followed by Poland, Czechoslovakia, Yugoslavia, Ireland, and South Africa. The United States extended official recognition after the first Israeli election, as Truman had promised on 31 January 1949. By virtue of General Assembly Resolution 273 (III), Israel was admitted to membership in the United Nations on 11 May 1949.
In the three years following the 1948 Palestine war, about 700,000 Jews immigrated to Israel, residing mainly along the borders and in former Arab lands. Around 136,000 were some of the 250,000 displaced Jews of World War II. And from the 1948 Arab–Israeli War until the early 1970s, 800,000–1,000,000 Jews left, fled, or were expelled from their homes in Arab countries; 260,000 of them reached Israel between 1948 and 1951; and 600,000 by 1972.
At the same time, a large number of Arabs left, fled or were expelled from, what became Israel. In the "Report of the Technical Committee on Refugees (Submitted to the United Nations Conciliation Commission for Palestine in Lausanne on 7 September 1949) – (A/1367/Rev.1)", in paragraph 15, the estimate of the statistical expert, which the Committee believed to be as accurate as circumstances permitted, indicated that the number of refugees from Israel-controlled territory amounted to approximately 711,000.
Paragraph 13 of the Declaration provides that the State of Israel would "be based on freedom, justice and peace as envisaged by the prophets of Israel; it will ensure complete equality of social and political rights to all its inhabitants irrespective of religion, race or sex;". However, the Knesset maintains that the declaration is neither a law nor an ordinary legal document. The Supreme Court has ruled that the guarantees were merely guiding principles, and that the declaration is not a constitutional law making a practical ruling on the upholding or nullification of various ordinances and statutes.
In 1994 the Knesset amended two basic laws, and Freedom of Occupation, introducing (among other changes) a statement saying "the fundamental human rights in Israel will be honored (...) in the spirit of the principles included in the declaration of the establishment of the State of Israel."
Although Ben-Gurion had told the audience that he was reading from the scroll of independence, he was actually reading from handwritten notes because only the bottom part of the scroll had been finished by artist and calligrapher Otte Wallish by the time of the declaration (he did not complete the entire document until June). The scroll, which is bound together in three parts, is generally kept in the country's National Archives.
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Geography of Italy
Italy is located in southern Europe and comprises the long, boot-shaped Italian Peninsula, the southern side of Alps, the large plain of the Po Valley and some islands including Sicily and Sardinia. Corsica, although belonging to the Italian geographical region, has been a part of France since 1769. Italy is part of the Northern Hemisphere.
Its total area is , of which is land and . It lies between latitudes 35° and 48° N, and longitudes 6° and 19° E.
Italy borders Switzerland (), France (), Austria () and Slovenia (). San Marino () and Vatican city () are enclaves. The total border length is .
Including islands, Italy has a coastline of on the Adriatic Sea, Ionian Sea, Tyrrhenian Sea, Ligurian Sea, Sea of Sardinia and Strait of Sicily.
Almost 40% of the Italian territory is mountainous, with the Alps as the northern boundary and the Apennine Mountains forming the backbone of the peninsula and extending for . In between the two lies a large plain in the valley of the Po, the largest river in Italy, which flows eastward from the Cottian Alps to the Adriatic. The Po Valley is the largest plain in Italy, with , and it represents over 70% of the total plain area in the country.
The Alpine mountain range is linked with the Apennines with the Colle di Cadibona pass in the Ligurian Alps.
Worldwide-known mountains in Italy are Monte Cervino (Matterhorn), Monte Rosa, Gran Paradiso in the West Alps, and Bernina, Stelvio and Dolomites along the eastern side of the Alps. The highest peak in Italy is Mont Blanc, at above sea level.
Many elements of the Italian territory are of volcanic origin. Most of the small islands and archipelagos in the south, like Capraia, Ponza, Ischia, Eolie, Ustica and Pantelleria are volcanic islands.
There are also active volcanoes: Etna, in Sicily, the largest active volcano in Europe; Vulcano, Stromboli, and Vesuvius, near Naples, the only active volcano on mainland Europe.
Most of Italy's rivers drain either into the Adriatic Sea (like Po, Piave, Adige, Brenta, Tagliamento, Reno) or into the Tyrrhenian (like Arno, Tiber and Volturno), though the waters from some border municipalities (Livigno in Lombardy, Innichen and Sexten in Trentino-Alto Adige/Südtirol) drain into the Black Sea through the basin of the Drava, a tributary of the Danube, and the waters from the Lago di Lei in Lombardy drain into the North Sea through the basin of the Rhine.
In the north of the country are a number of subalpine moraine-dammed lakes, the largest of which is Garda (). Other well known of these subalpine lakes are Lake Maggiore (), whose most northerly section is part of Switzerland, Como (), Orta, Lugano, Iseo, Idro.
Other notable lakes in the Italian peninsula are Trasimeno, Bolsena, Bracciano, Vico, Varano and Lesina in Gargano and Omodeo in Sardinia.
Italy includes several islands. The largest are Sicily and Sardinia . The third largest island is Elba, the largest island of the Tuscan Archipelago ().
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Demographics of Italy
This article is about the demographic features of the population of Italy, including population density, ethnicity, education level, health of the populace, economic status, religious affiliations and other aspects of the population.
At the beginning of 2020, Italy had an estimated population of 60.3 million. Its population density, at , is higher than that of most Western European countries. However, the distribution of the population is widely uneven; the most densely populated areas are the Po Valley (that accounts for almost half of the national population) in northern Italy and the metropolitan areas of Rome and Naples in central and southern Italy, while other vast areas are very sparsely populated, like the plateaus of Basilicata, the Alps and Apennines highlands, and the island of Sardinia.
The population of the country almost doubled during the twentieth century, but the pattern of growth was extremely uneven due to large-scale internal migration from the rural South to the industrial cities of the North, a phenomenon which happened as a consequence of the Italian economic miracle of the 1950–1960's. In addition, after centuries of net emigration, from the 1980s Italy has experienced large-scale immigration for the first time in modern history. According to the Italian government, there were an estimated 5,234,000 foreign nationals resident in Italy on 1st of January 2019.
High fertility and birth rates persisted until the 1970s, after which they started to dramatically decline, leading to rapid population aging. At the end of the first decade of the 21st century, one in five Italians was over 65 years old. However, as a result of the massive immigration of the last two decades, Italy has, in recent years, experienced a significant growth in birth rates. The total fertility rate has also climbed from an all-time low of 1.18 children per woman in 1995 to 1.41 in 2008.
Since the 1984 Lateran Treaty agreement, Italy has no official religion. However, it recognizes the role the Catholic Church plays in Italian society. In 2017, 78% of the population identified as Catholic, 15% as non-believers or atheists, 2% as other Christians and 6% adhered to other religions.
70.4% of Italian population is classified as urban, a relatively low figure among developed countries. During the last two decades, Italy underwent a devolution process, that eventually led to the creation of administrative metropolitan areas, in order to give major cities and their metropolitan areas a provincial status (somehow similar to PRC's direct-controlled municipality).
According to OECD, the largest conurbations are:
Italy used to be a country of mass emigration from the late 19th century until the 1970s. Between 1898 and 1914, the peak years of Italian diaspora, approximately 750,000 Italians emigrated each year. Italian communities once thrived in the former African colonies of Eritrea (nearly 100,000 at the beginning of World War II), Somalia and Libya (150,000 Italians settled in Libya, constituting about 18% of the total Libyan population). All of Libya's Italians were expelled from the North African country in 1970. In addition, after the annexation of Istria in 1945, up to 350,000 ethnic Italians left Titoist Yugoslavia. Today, large numbers of people with full or significant Italian ancestry are found in
Brazil (25 million), Argentina (20 million), US (17.8 million), France (5 million), Venezuela (2 million), Uruguay (1.5 million), Canada (1.4 million), and Australia (800,000).
As a result of the profound economic and social changes induced by postwar industrialization, including low birth rates, an aging population and thus a shrinking workforce, during the 1980s Italy became to attract rising flows of foreign immigrants. The present-day figure of about 5 million foreign residents, that make up some 8% of the total population, include 97,000 children born in Italy to foreign nationals (14% of total births in Italy) in 2014, but exclude foreign nationals who have subsequently acquired Italian nationality; this applied to 106,000 people in 2014. The official figures also exclude illegal immigrants, the so-called "clandestini", whose numbers are very difficult to determine. In May 2008 "The Boston Globe" quoted an estimate of 670,000 for this group. Since the fall of the Berlin Wall in 1989, and more recently, the 2004 and 2007 enlargements of the European Union, the main waves of migration came from the former socialist countries of Eastern Europe (especially Romania, Albania, Ukraine and Poland). The second most important area of immigration to Italy has always been the neighbouring North Africa (in particular, Morocco, Egypt and Tunisia), with soaring arrivals as a consequence of the Arab Spring. Furthermore, in recent years, growing migration fluxes from the Far East (notably, China and the Philippines) and Latin America (Ecuador, Peru) have been recorded. Currently, there are 1.2 million Romanian-born citizens living and working in Italy. Today the Romanians make up the largest community in the country, followed by Albanians (441,027) and Moroccans (422,980). The fourth largest community in Italy are the Chinese. The majority of Chinese living in Italy came from the city of Wenzhou in the province of Zhejiang. Currently the foreign-born population of Italy was from: Europe (54%), Africa (22%), Asia (16%), the Americas (8%) and Oceania (0.06%). The distribution of immigrants is largely uneven in Italy: 84.9% of immigrants live in the northern and central parts of the country (the most economically developed areas), while only 15.1% live in the southern half of the peninsula.
Within the Italian population, there is enough cultural, linguistic, genetic and historical diversity for them to constitute several distinct groups throughout the peninsula. In this regard, peoples like the Friulians, the Ladins, the Sardinians and South Tyroleans, who also constitute recognized linguistic minorities, or even the Sicilians, are cases in point attesting to such internal diversity.
Sources: Our World In Data and the United Nations.
1871–1950
1950–2015
Source: "UN World Population Prospects"
The total fertility rate is the number of children born per woman. It is based on fairly good data for the entire period. Sources: Our World In Data and Gapminder Foundation.
Demographic statistics according to the World Population Review in 2019.
The following demographic statistics are from Italy's Istituto Nazionale di Statistica and Cia World Factbook.
Christian 80% (overwhelmingly Roman Catholic with very small groups of Jehovah's Witnesses and Protestants), Muslim (about 800,000 to 1 million), atheist and agnostic 20%
Unemployment, youth ages 15–24:
Italy's official language is Italian; Ethnologue has estimated that there are about 55 million speakers of Italian in the country and a further 6.7 million outside of it, primarily in the neighboring countries and in the Italian diaspora worldwide. Italian, adopted by the central state after the unification of Italy, is a language based on the Florentine variety of Tuscan and is somewhat intermediate between the Italo-Dalmatian languages and the Gallo-Romance languages. Its development was also influenced by the Germanic languages of the post-Roman invaders. When Italy unified in 1861, only 3% of the population spoke Italian, even though an estimated 90% of Italians speak Italian as their L1 nowadays.
Italy is in fact one of the most linguistically diverse countries in Europe, as there are not only varieties of Italian specific to each cultural region, but also distinct regional and minority languages. The establishment of the national education system has led to the emergence of the former and a decrease in the use of the latter. The spread of Italian was further expanded in the 1950s and 1960s, because of the economic growth and the rise of mass media and television, with the state broadcaster (RAI) setting a colloquial variety of Italian to which the population would be exposed.
As a way to distance itself from the Italianization policies promoted because of nationalism, Italy recognized twelve languages as the Country's "historical linguistic minorities", which are promoted alongside Italian in their respective territories. French is co-official in the Aosta Valley as the province's prestige variety, under which the more commonly spoken Franco-Provencal dialects have been historically roofed. German has the same status in the province of South Tyrol as, in some parts of that province and in parts of the neighbouring Trentino, does Ladin. Slovene and Friulian are officially recognised in the provinces of Trieste, Gorizia and Udine in Venezia Giulia. In Sardinia, the Sardinian language has been the language traditionally spoken and is often regarded by linguists as constituting its own branch of Romance; in the 1990s, Sardinian has been recognized as "having equal dignity" with Italian, the introduction of which to the island officially started under the rule of the House of Savoy in the 18th century.
In these regions, official documents are either bilingual (trilingual in Ladin communities) in the co-official language(s) by default, or available as such upon request. Traffic signs are also multilingual, except in the Valle d’Aosta where French toponyms are generally used, with the exception of Aosta itself, which has retained its Latin form in Italian as well as English. Attempts to Italianize them, especially during the Fascist period, have been formally abandoned. Education is possible in minority languages where such schools are operating.
UNESCO and other authories recognize a number of other languages which are not legally protected by Italian government: Piedmontese, Venetian, Ligurian, Lombard, Emilian-Romagnolo, Neapolitan and Sicilian.
Roman Catholicism is by far the largest religion in the country, although the Catholic Church is no longer officially the state religion. In 2006, 87.8% of Italy's population self-identified as Roman Catholic, although only about one-third of these described themselves as active members (36.8%). In 2016, 71.1% of "italian citizens" self-identified as Roman Catholic.
Most Italians believe in God, or a form of a spiritual life force. According to the most recent Eurobarometer Poll 2005: 74% of Italian citizens responded that 'they believe there is a God', 16% answered that 'they believe there is some sort of spirit or life force' and 6% answered that 'they do not believe there is any sort of spirit, God, or life force'.
There are no data collected through census.
The Italian Catholic Church is part of the global Roman Catholic Church, under the leadership of the Pope, curia in Rome, and the Conference of Italian Bishops. In addition to Italy, two other sovereign nations are included in Italian-based dioceses, San Marino and Vatican City. There are 225 dioceses in the Italian Catholic Church, see further in this article and in the article List of the Roman Catholic dioceses in Italy. Even though by law Vatican City is not part of Italy, it is in Rome, and along with Latin, Italian is the most spoken and second language of the Roman Curia.
Italy has a rich Catholic culture, especially as numerous Catholic saints, martyrs and popes were Italian themselves. Roman Catholic art in Italy especially flourished during the Middle Ages, Renaissance and Baroque periods, with numerous Italian artists, such as Michelangelo, Leonardo da Vinci, Raphael, Caravaggio, Fra Angelico, Gian Lorenzo Bernini, Sandro Botticelli, Tintoretto, Titian, Raphael and Giotto. Roman Catholic architecture in Italy is equally as rich and impressive, with churches, basilicas and cathedrals such as St Peter's Basilica, Florence Cathedral and St Mark's Basilica. Roman Catholicism is the largest religion and denomination in Italy, with around 71.1% of Italians considering themselves Catholic. Italy is also home to the greatest number of cardinals in the world, and is the country with the greatest number of Roman Catholic churches per capita.
Even though the main Christian denomination in Italy is Roman Catholicism, there are some minorities of Protestant, Waldensian, Eastern Orthodox and other Christian churches.
In the 20th century, Jehovah's Witnesses, Pentecostalism, non-denominational Evangelicalism, and Mormonism were the fastest-growing Protestant churches. Immigration from Western, Central, and Eastern Africa at the beginning of the 21st century has increased the size of Baptist, Anglican, Pentecostal and Evangelical communities in Italy, while immigration from Eastern Europe has produced large Eastern Orthodox communities.
In 2006, Protestants made up 2.1% of Italy's population, and members of Eastern Orthodox churches comprised 1.2% or more than 700,000 Eastern Orthodox Christians including 180,000 Greek Orthodox, 550,000 Pentecostals and Evangelists (0.8%), of whom 400,000 are members of the Assemblies of God, about 250,000 are Jehovah's Witnesses (0.4%), 30,000 Waldensians, 25,000 Seventh-day Adventists, 22,000 Mormons, 15,000 Baptists (plus some 5,000 Free Baptists), 7,000 Lutherans, 4,000 Methodists (affiliated with the Waldensian Church).
The longest-established religious faith in Italy is Judaism, Jews having been present in Ancient Rome before the birth of Christ. Italy has seen many influential Italian-Jews, such as Luigi Luzzatti, who took office in 1910, Ernesto Nathan served as mayor of Rome from 1907 to 1913 and Shabbethai Donnolo (died 982). During the Holocaust, Italy took in many Jewish refugees from Nazi Germany. However, with the creation of the Nazi-backed puppet Italian Social Republic, about 15% of 48,000 Italian Jews were killed. This, together with the emigration that preceded and followed the Second World War, has left only a small community of around 45,000 Jews in Italy today.
Due to immigration from around the world, there has been an increase in non-Christian religions. As of 2009, there were 1.0 million Muslims in Italy forming 1.6 percent of population; independent estimates put the Islamic population in Italy anywhere from 0.8 million to 1.5 million. Only 50,000 Italian Muslims hold Italian citizenship.
There are more than 200,000 followers of faith originating in the Indian subcontinent, including some 70,000 Sikhs with 22 gurdwaras across the country, 70,000 Hindus, and 50,000 Buddhists. There are an estimated some 4,900 Bahá'ís in Italy in 2005.
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Politics of Italy
The politics of Italy are conducted through a parliamentary republic with a multi-party system. Italy has been a democratic republic since 2 June 1946, when the monarchy was abolished by popular referendum and a constituent assembly was elected to draft a constitution, which was promulgated on 1 January 1948.
Executive power is exercised by the Council of Ministers, which is led by the Prime Minister, officially referred to as "President of the Council" ("Presidente del Consiglio"). Legislative power is vested primarily in the two houses of Parliament and secondarily in the Council of Ministers, which can introduce bills and holds the majority in both houses. The judiciary is independent of the executive and the legislative branches. It is headed by the High Council of the Judiciary, a body presided over by the President, who is the head of state, though this position is separate from all branches. The current president is Sergio Mattarella, and the current prime minister is Giuseppe Conte.
The Economist Intelligence Unit rated Italy as a "flawed democracy" in 2017. A high degree of fragmentation and instability, leading to often short-lived coalition governments, is characteristic of Italian politics. Since the end of World War II, Italy has had 61 governments.
Article 1 of the Italian Constitution states: "Italy is a democratic Republic, founded on labour. Sovereignty belongs to the people and is exercised by the people in the forms and within the limits of the Constitution".
By stating that Italy is a democratic republic, the article solemnly declares the results of the constitutional referendum which took place on 2 June 1946. The State is not a hereditary property of the ruling monarch, but it is instead a "Res Publica", belonging to everyone.
The people who are called to temporarily administer the republic are not owners, but servants; and the governed are not subjects, but citizens. And the sovereignty, that is the power to make choices that involve the entire community, belongs to the people, in accordance with the concept of a democracy, from the Greek "demos" (people) and "kratìa" (power). However, this power is not to be exercised arbitrarily, but in the forms and within the limits established by the rule of law.
As the head of state, the president of the Republic represents the unity of the nation and has many of the duties previously given to the King of Italy. The president serves as a point of connection between the three branches as he is elected by the lawmakers, appoints the executive and is the president of the judiciary. The president is also commander-in-chief in the time of war.
The president of the Republic is elected for seven years by Parliament in joint session.
With article 48 of the Constitution, which guarantees the right to vote, the people exercise their power through their elected representatives in the Parliament. The Parliament has a bicameral system, and consists of the Chamber of deputies and the Senate, elected every five years.
The Constitution establishes the Government of Italy as composed of the president of the council (prime minister) and ministers. The President of Italy appoints the prime minister and, on his proposal, the ministers that form its cabinet.
The Constitution states that justice is administered in the name of the people and that judges are subject only to the law. So the judiciary is a branch that is completely autonomous and independent of all other branches of power, even though the Minister of Justice is responsible for the organization and functioning of those services involved with justice and has the power to originate disciplinary actions against judges, which are then administered by the High Council of the Judiciary, presided over by the President.
The Italian judicial system is based on Roman law, the Napoleonic code and later statutes. It is based on a mix of the adversarial and inquisitorial civil law systems, although the adversarial system was adopted in the Appeal Courts in 1988. Appeals are treated almost as new trials, and three degrees of trial are present. The third is a legitimating trial.
In November 2014, Italy accepted the compulsory jurisdiction of the International Court of Justice.
All Italian citizens older than 18 can vote, but to vote for the Senate the voter must be 25 or older.
Italy's dramatic self-renewal transformed the political landscape between 1992 and 1997. Scandal investigations touched thousands of politicians, administrators and businessmen; the shift from a proportional to an Additional Member System (with the requirement to obtain a minimum of 4% of the national vote to obtain representation) also altered the political landscape. Party changes were sweeping. The Christian Democratic party dissolved; the Italian People's Party and the Christian Democratic Center emerged. Other major parties, such as the Socialists, saw support plummet. A new liberal movement, Forza Italia, gained wide support among moderate voters. The National Alliance broke from the (alleged neo-fascist) Italian Social Movement (MSI). A trend toward two large coalitions (one on the center-left and the other on the center-right) emerged from the April 1995 regional elections. For the 1996 national elections, the center-left parties created the Olive Tree coalition while the center-right united again under the House of Freedoms. These coalitions continued into the 2001 and 2007 national elections.
This emerging bipolarity represents a major break from the fragmented, multi-party political landscape of the postwar era, although it appears to have reached a plateau since efforts via referendums to further curtail the influence of small parties were defeated in 1999, 2000 and 2009.
Five regions (Aosta Valley, Friuli-Venezia Giulia, Sardinia, Sicily and Trentino-Alto Adige/Südtirol) have special charters granting them varying degrees of autonomy. The "raisons d'être" of these charters is in most cases the presence of significant linguistic and cultural minorities, but in the case of Sicily it was to calm down separatist movements. The other 15 regions were in practice established in 1970, even if their ideation had been a much earlier idea.
There have been frequent government turnovers since 1945, indeed there have been 61 governments in this time. The dominance of the Christian Democratic party during much of the postwar period lent continuity and comparative stability to Italy's political situation, mainly dominated by the attempt of keeping the Italian Communist Party (PCI) out of power in order to maintain Cold War equilibrium in the region (see May 1947 crisis).
The communists were in the government only in the national unity governments before 1948, in which their party's secretary Palmiro Togliatti was minister of Justice. After the first democratic elections with universal suffrage in 1948 in which the Christian Democracy and their allies won against the popular front of the Italian Communist and Socialists parties, the Communist Party never returned in the government.
The system had been nicknamed the "imperfect bipolarism", referring to more proper bipolarism in other western countries (the United States, Germany, the United Kingdom, France and the like) where right-wing and left-wing parties alternated in government.
The main event in the First Republic in the 1960s was the inclusion of the Socialist party in the government after the reducing edge of the Christian Democracy (DC) had forced them to accept this alliance; attempts to incorporate the Italian Social Movement (MSI), a right party, in the Tambroni government led to riots and were short-lived.
Aldo Moro, a relatively left-leaning Christian Democrat, inspired this alliance. He would later try to include the Communist Party as well with a deal called the "historic compromise". However, this attempt at compromise was stopped by the kidnapping and murder of Moro in 1978 by the Red Brigades, an extremist left-wing terrorist organization.
The Communist Party was at this point the largest communist party in Western Europe and remained such for the rest of its existence. Their ability to attract members was largely due to their pragmatic stance, especially their rejection of extremism and to their growing independence from Moscow (see Eurocommunism). The Italian communist party was especially strong in areas like Emilia-Romagna and Tuscany, where communists had been elected to stable government positions. This practical political experience may have contributed to their taking a more pragmatic approach to politics.
On 12 December 1969, a roughly decade-long period of extremist left- and right-wing political terrorism, known as The Years of Lead (as in the metal of bullets, ), began with the Piazza Fontana bombing in the center of Milan. Neofascist Vincenzo Vinciguerra later declared the bombing to be an attempt to push the Italian state to declare a state of emergency in order to lead to a more authoritative state. A bomb left in a bank killed about twenty and was initially blamed on anarchist Giuseppe Pinelli. This accusation was hotly contested by left-wing circles, especially the Maoist Student Movement, which had support in those years from some students of Milan's universities and who considered the bombing to have all the marks of a fascist operation. Their guess proved correct, but only after many years of difficult investigations.
The strategy of tension attempted to blame the left for bombings carried out by right-wing terrorists. Fascist "black terrorists", such as "Ordine Nuovo" and the "Avanguardia Nazionale", were in the 1980s and 1990s found to be responsible for several terrorist attacks. On the other extreme of the political spectrum, the leftist Red Brigades carried out assassinations against specific persons, but were not responsible for any blind bombings. The Red Brigades killed socialist journalist Walter Tobagi and in their most famous operation kidnapped and assassinated Aldo Moro, president of the Christian Democracy, who was trying to involve the Communist Party in the government through the "compromesso storico" ("historic compromise"), to which the radical left as well as Washington were opposed.
The last and largest of the bombings, known as the Bologna massacre, destroyed the city's railway station in 1980. This was found to be a neofascist bombing, in which Propaganda Due was involved. On 24 October 1990, Prime Minister Giulio Andreotti (DC) revealed to the Parliament the existence of Gladio, NATO's secret "stay-behind" networks which stocked weapons in order to facilitate an armed resistance in case of a communist coup. In 2000, a Parliament Commission report from the Olive Tree (centre-left) coalition concluded that the strategy of tension followed by Gladio had been supported by the United States to "stop the PCI and, to a certain degree, the PSI [Italian Socialist Party] from reaching executive power in the country".
With the end of the lead years, the Communist Party gradually increased their votes under the leadership of Enrico Berlinguer. The Italian Socialist Party, led by Bettino Craxi, became more and more critical of the communists and of the Soviet Union; Craxi himself pushed in favor of Ronald Reagan's positioning of Pershing II missiles in Italy, a move many communists strongly disapproved of.
As the Socialist Party moved to more moderate positions, it attracted many reformists, some of whom were irritated by the failure of the communists to modernize. Increasingly, many on the left began to see the communists as old and out of fashion while Craxi and the socialists seemed to represent a new liberal socialism. The Communist Party surpassed the Christian Democrats only in the European elections of 1984, held barely two days after Berlinguer's death, a passing that likely drew sympathy from many voters. The election of 1984 was to be the only time the Christian Democrats did not emerge as the largest party in a nationwide election in which they participated.
In 1987, one year after the Chernobyl disaster following a referendum in that year, a nuclear phase-out was commenced. Italy's four nuclear power plants were closed down, the last in 1990. A moratorium on the construction of new plants, originally in effect from 1987 until 1993, has since been extended indefinitely.
In these years, corruption began to be more extensive, a development that would be exposed in the early 1990s and nicknamed "Tangentopoli". With the "mani pulite" investigation, starting just one year after the collapse of the Soviet Union, the whole power structure faltered and seemingly indestructible parties, such as the Christian Democrats and the Socialist Party, disbanded whereas the Communist Party changed its name to the Democratic Party of the Left and took the role of the Socialist Party as the main social democratic party in Italy. What was to follow was then called the transition to the Second Republic.
From 1992 to 1997, Italy faced significant challenges as voters, disenchanted with past political paralysis, massive government debt, extensive corruption and organized crime's considerable influence, collectively called "Tangentopoli" after being uncovered by "mani pulite", demanded political, economic and ethical reforms.
In the Italian referendums of 1993, voters approved substantial changes, including moving from a proportional to an Additional Member System, which is largely dominated by a majoritarian electoral system and the abolition of some ministries, some of which have been reintroduced with only partly modified names, such as the Ministry of Agriculture reincarnated as the Ministry of Agricultural Resources.
Major political parties, beset by scandal and loss of voter confidence, underwent far-reaching changes. New political forces and new alignments of power emerged in the March 1994 national elections. This election saw a major turnover in the new parliament, with 452 out of 630 deputies and 213 out of 315 senators elected for the first time.
The 1994 elections also swept media magnate Silvio Berlusconi (leader of Pole of Freedoms coalition) into office as prime minister. However, Berlusconi was forced to step down in December 1994 when the Lega Nord withdrew support. The Berlusconi government was succeeded by a technical government headed by Prime Minister Lamberto Dini, which left office in early 1996.
A series of center-left coalitions dominated Italy's political landscape between 1996 and 2001. In April 1996, national elections led to the victory of a center-left coalition, The Olive Tree, under the leadership of Romano Prodi. Prodi's government became the third-longest to stay in power before he narrowly lost a vote of confidence, by three votes, in October 1998.
In May 1999, the Parliament selected Carlo Azeglio Ciampi as the President of the Republic. Ciampi, a former prime minister and Minister of the Treasury and before entering the government also the governor of the Bank of Italy, was elected on the first ballot by a comfortable margin over the required two-thirds of the votes.
A new government was formed by the Democrats of the Left leader and former communist Massimo D'Alema, but in April 2000 he resigned following poor performance by his coalition in regional elections.
The succeeding center-left government, including most of the same parties, was headed by Giuliano Amato, a social democrat, who had previously served as prime minister in 1992–1993 and had at the time sworn never to return to active politics.
National elections held on 13 May 2001 returned Berlusconi to power at the head of the five-party center-right House of Freedoms coalition, comprising the Prime Minister's own party, Forza Italia, the National Alliance, the North League, the Christian Democratic Center and the United Christian Democrats.
Between 17 May 2006 and 21 February 2007, Romano Prodi served as prime minister of Italy following the narrow victory of his The Union coalition over the House of Freedoms led by Silvio Berlusconi in the April 2006 Italian elections. Following a government crisis, Prodi submitted his resignation on 21 February 2007. Three days later, he was asked by President Giorgio Napolitano to stay on as prime minister and he agreed to do so. On 28 February 2007, Prodi narrowly survived a senate no confidence vote.
On 24 January 2008, the Prodi II Cabinet went through a new crisis because Minister of Justice Clemente Mastella retracted his support to the Cabinet. Consequently, the Prodi Cabinet lost the vote of confidence and the President Giorgio Napolitano called a new general election.
The election set against two new parties, the Democratic Party (founded in October 2007 by the union of the Democrats of the Left and Democracy is Freedom – The Daisy) led by Walter Veltroni: and The People of Freedom (federation of Forza Italia, National Alliance and other parties) led by Silvio Berlusconi. The Democratic Party was in alliance with Italy of Values while The People of Freedom forged an alliance with Lega Nord and the Movement for Autonomy. The coalition led by Berlusconi won the election and the leader of the centre-right created the Berlusconi IV Cabinet.
The Monti government had the highest average age in the western world (64 years), with its youngest members being 57. The previous Italian Prime Minister Mario Monti is 70, his predecessor Silvio Berlusconi was 75 at the time of resignation (2011), the previous head of the government Romano Prodi was 70 when he stepped down (2008), the Italian President Giorgio Napolitano is 88 and his predecessor Carlo Azeglio Ciampi was 86. In 2013, the youngest among the candidates for prime minister (Pier Luigi Bersani) is 62, the others being 70 and 78. The current average age of Italian university professors is 63, of bank directors and CEOs 67, of members of parliament 56 and of labor union representatives 59.
The new Italian government headed by Enrico Letta took two months to form and made international news when Luigi Preiti shot at policemen near the building where they were swearing in the new government on Sunday 28 April 2013.
Former Prime Minister Matteo Renzi became the youngest prime minister at 39 years and his government had the youngest average age in Europe.
At different times since his entering the Italian Parliament, Silvio Berlusconi, leader of the centre-right, had repeatedly vowed to stop the "communists", while leftist parties had insisted that they would oust Berlusconi. Thus, despite the fact that the executive branch bears responsibility toward the Parliament, the governments led by Mario Monti (since 2011) and by Enrico Letta (since 2013) were called "unelected governments" because they won a vote of confidence by a Parliament coalition formed by centre-right and left-right parties that had in turn obtained parliamentary seats by taking part in the elections as competitors, rather than allies. While formally complying with law and procedures, the creation of these governments did not comply with the decision made by people through the election.
Meanwhile, in 2013, a ruling by the Constitutional Court of Italy established that the Italian electoral system employed to elect the Parliament breached a number of Constitutional requirements. Notably, the Court observed the following four facts: 1) "such a legislation deprives the elector of any margin of choice of its representatives"; 2) "all of the elected parliamentarians, with no exception, lack the support of a personal designation by the citizens"; 3) the electoral law has regulations which "exclude any ability on the part of the elector to have an influence on the election of his/her representatives"; 4) and contains conditions such that "they alter the representative relationship between electors and elected people...they coerce the electors' freedom of choice in the election of their representatives to the Parliament...and consequently they are at odds with the democratic principle, by affecting the very freedom of vote provided for by art. 48 of the Constitution". This implies that, despite being called - and acting as – a legitimate "parliament", the legislative assembly of Italy was chosen with a vote system by which the right of vote was not exercised according to the Italian fundamental chart of citizen's rights and duties. The issue was a major one, to the extent that the Constitutional Court itself ruled that the Italian Parliament should remain in charge only to reform the electoral system and then should be dissolved.
The new government led by Matteo Renzi proposed a new electoral law. The so-called Italicum was approved in 2015 and came into force on 1 July 2016.
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Economy of Italy
The economy of Italy is the 3rd-largest national economy in the European Union, the 8th-largest by nominal GDP in the world, and the 12th-largest by GDP (PPP). Italy has a major advanced economy and is a founding member of the European Union, the Eurozone, the OECD, the G7 and the G20; it is the eighth largest exporter in the world, with $514 billion exported in 2016. Its closest trade ties are with the other countries of the European Union, with whom it conducts about 59% of its total trade. The largest trading partners, in order of market share, are Germany (12.6%), France (11.1%), the United States (6.8%), Switzerland (5.7%), the United Kingdom (4.7%) and Spain (4.4%).
In the post-World War II period, Italy was transformed from an agricultural based economy which had been severely affected by the consequences of the World Wars, into one of the world's most advanced nations, and a leading country in world trade and exports. According to the Human Development Index, the country enjoys a very high standard of living, and has the world's 8th highest quality of life according to "The Economist". Italy owns the world's third-largest gold reserve, and is the third net contributor to the budget of the European Union. Furthermore, the advanced country private wealth is one of the largest in the world.
Italy is a large manufacturer (overall the second in EU behind Germany) and exporter of a significant variety of products including machinery, vehicles, pharmaceuticals, furniture, food, clothing, and robots. Italy has therefore a significant trade surplus. The country is also well known for its influential and innovative business economic sector, an industrious and competitive agricultural sector (Italy is the world's largest wine producer), and for its creative and high-quality automobile, naval, industrial, appliance and fashion design. Italy is the largest hub for luxury goods in Europe and the third luxury hub globally.
Despite these important achievements, the country's economy today suffers from structural and non-structural problems. Annual growth rates have often been below the EU average with Italy being hit particularly hard by the late-2000s recession. Massive government spending from the 1980s onwards has produced a severe rise in public debt. In addition, Italian living standards have a considerable North–South divide: the average GDP per capita in Northern and Central Italy significantly exceeds the EU average, while some regions and provinces in Southern Italy are dramatically below. In recent years, Italy's GDP per capita growth slowly caught-up with the Eurozone average while its employment rate still lags behind; however, economists dispute the official figures because of the large number of informal jobs (estimated between 10% and 20% of the labour force) that lift the inactivity or unemployment rates.
The economic history of Italy can be divided in three main phases: an initial period of struggle after the unification of the country, characterised by high emigration and stagnant growth; a central period of robust catch-up from the 1890s to the 1980s, interrupted by the Great Depression of the 1930s and the two world wars; and a final period of sluggish growth that has been exacerbated by a double-dip recession following the 2008 global financial crush, and from which the country is slowly reemerging only in recent years.
Prior to unification, the economy of the many Italian statelets was overwhelmingly agrarian; however, the agricultural surplus produced what historians call a "pre-industrial" transformation in North-western Italy starting from the 1820s, that led to a diffuse, if mostly artisanal, concentration of manufacturing activities, especially in Piedmont-Sardinia under the liberal rule of the Count of Cavour.
After the birth of the unified Kingdom of Italy in 1861, there was a deep consciousness in the ruling class of the new country's backwardness, given that the per capita GDP expressed in PPS terms was roughly half of that of Britain and about 25% less than that of France and Germany. During the 1860s and 1870s, the manufacturing activity was backward and small-scale, while the oversized agrarian sector was the backbone of the national economy. The country lacked large coal and iron deposits and the population was largely illiterate. In the 1880s, a severe farm crisis led to the introduction of more modern farming techniques in the Po valley, while from 1878 to 1887 protectionist policies were introduced with the aim to establish a heavy industry base. Some large steel and iron works soon clustered around areas of high hydropower potential, notably the Alpine foothills and Umbria in central Italy, while Turin and Milan led a textile, chemical, engineering and banking boom and Genoa captured civil and military shipbuilding.
However, the diffusion of industrialisation that characterised the northwestern area of the country largely excluded Venetia and, especially, the South. The resulting Italian diaspora concerned up to 26 million Italians, the most part in the years between 1880–1914; by many scholars it is considered the biggest mass migration of contemporary times. During the Great War, the still frail Italian state successfully fought a modern war, being able of arming and training some 5 million recruits. But this result came at a terrible cost: by the end of the war, Italy had lost 700,000 soldiers and had a ballooning sovereign debt amounting to billions of lira.
Italy emerged from World War I in a poor and weakened condition. The National Fascist Party of Benito Mussolini came to power in 1922, at the end of a period of social unrest. However, once Mussolini acquired a firmer hold of power, laissez-faire and free trade were progressively abandoned in favour of government intervention and protectionism.
In 1929, Italy was hit hard by the Great Depression. Trying to handle the crisis, the Fascist government nationalized the holdings of large banks which had accrued significant industrial securities, establishing the Istituto per la Ricostruzione Industriale. A number of mixed entities were formed, whose purpose was to bring together representatives of the government and of the major businesses. These representatives discussed economic policy and manipulated prices and wages so as to satisfy both the wishes of the government and the wishes of business.
This economic model based on a partnership between government and business was soon extended to the political sphere, in what came to be known as corporatism. At the same time, the aggressive foreign policy of Mussolini led to an increasing military expenditure. After the invasion of Ethiopia, Italy intervened to support Franco's nationalists in the Spanish Civil War. By 1939, Italy had the highest percentage of state-owned enterprises after the Soviet Union.
Italy's involvement in World War II as a member of the Axis powers required the establishment of a war economy. The Allied invasion of Italy in 1943 eventually caused the Italian political structure – and the economy – to rapidly collapse. The Allies, on the one hand, and the Germans on the other, took over the administration of the areas of Italy under their control. By the end of the war, Italian per capita income was at its lowest point since the beginning of the 20th century.
After the end of World War II, Italy was in rubble and occupied by foreign armies, a condition that worsened the chronic development gap towards the more advanced European economies. However, the new geopolitical logic of the Cold War made possible that the former enemy Italy, a hinge-country between Western Europe and the Mediterranean, and now a new, fragile democracy threatened by the NATO occupation forces, the proximity of the Iron Curtain and the presence of a strong Communist party, was considered by the United States as an important ally for the Free World, and received under the Marshall Plan over US$1.2 billion from 1947-51.
The end of aid through the Plan could have stopped the recovery but it coincided with a crucial point in the Korean War whose demand for metal and manufactured products was a further stimulus of Italian industrial production. In addition, the creation in 1957 of the European Common Market, with Italy as a founding member, provided more investment and eased exports.
These favorable developments, combined with the presence of a large labour force, laid the foundation for spectacular economic growth that lasted almost uninterrupted until the "Hot Autumn's" massive strikes and social unrest of 1969–70, which then combined with the later 1973 oil crisis and put an abrupt end to the prolonged boom. It has been calculated that the Italian economy experienced an average rate of growth of GDP of 5.8% per year between 1951–63, and 5% per year between 1964–73. Italian rates of growth were second only, but very close, to the German rates, in Europe, and among the OEEC countries only Japan had been doing better.
The 1970s were a period of economic, political turmoil and social unrest in Italy, known as Years of Lead. Unemployment rose sharply, especially among the young, and by 1977 there were one million unemployed people under age 24. Inflation continued, aggravated by the increases in the price of oil in 1973 and 1979. The budget deficit became permanent and intractable, averaging about 10 percent of the gross domestic product (GDP), higher than any other industrial country. The lira fell steadily, from 560 lira to the U.S. dollar in 1973 to 1,400 lira in 1982.
The economic recession went on into the mid-1980s until a set of reforms led to the independence of the Bank of Italy and a big reduction of the indexation of wages that strongly reduced inflation rates, from 20.6% in 1980 to 4.7% in 1987. The new macroeconomic and political stability resulted in a second, export-led "economic miracle", based on small and medium-sized enterprises, producing clothing, leather products, shoes, furniture, textiles, jewelry, and machine tools. As a result of this rapid expansion, in 1987 Italy overtook the U.K.'s economy (an event known as "il sorpasso"), becoming the fourth richest nation in the world, after the U.S., Japan and West Germany. The Milan stock exchange increased its market capitalization more than fivefold in the space of a few years.
However, the Italian economy of the 1980s presented a problem: it was booming, thanks to increased productivity and surging exports, but unsustainable fiscal deficits drove the growth. In the 1990s, the new Maastricht criteria boosted the urge to curb the public debt, already at 104% of GDP in 1992. The consequent restrictive economic policies worsened the impact of the global recession already underway. After a brief recover at the end of the 1990s, high tax rates and red tape caused the country to stagnate between 2000 and 2008.
Italy was among the countries hit hardest by the Great Recession of 2008-2009 and the subsequent European debt crisis. The national economy shrunk by 6.76% during the whole period, totaling seven-quarters of recession. In November 2011 the Italian bond yield was 6.74 percent for 10-year bonds, nearing a 7 percent level where Italy is thought to lose access to financial markets. According to Eurostat, in 2015 the Italian government debt stood at 128% of GDP, ranking as the second biggest debt ratio after Greece (with 175%). However, the biggest chunk of Italian public debt is owned by Italian nationals and relatively high levels of private savings and low levels of private indebtedness are seen as making it the safest among Europe's struggling economies. As a shock therapy to avoid the debt crisis and kick-start growth, the National unity government led by the famous economist Mario Monti launched a program of massive austerity measures, that have brought down the deficit but precipitated the country in a double-dip recession in 2012 and 2013, receiving widespread criticism from numerous economists.
In spite of a very high public debt and political instability (Italy has had five governments since 2011), the Italian economy had slow but above-zero growth from 2014 to 2019, peaking in 2017.
The following table shows the main economic indicators in 1980–2018. Inflation under 2% is in green.
Of the world's 500 largest stock-market-listed companies measured by revenue in 2016, the Fortune Global 500, nine are headquartered in Italy. The country's major companies by sector are: Fiat Chrysler Automobiles, CNH Industrial, Ducati, Piaggio (motor vehicles); Pirelli (tyre manufacturing); Enel, Edison, A2A, Terna (energy); Eni (petrochemicals); Candy, Indesit, De'Longhi (home appliances); Leonardo that has absorbed its subsidiary companies Alenia Aermacchi, AgustaWestland and Oto Melara (defence); Avio, Telespazio (space); Beretta, Benelli (firearms); Armani, Versace, Dolce & Gabbana, Gucci, Benetton, Diesel, Prada, Luxottica, YOOX (fashion); Ferrero, Barilla, Autogrill, Lavazza, Perfetti Van Melle, Campari, Parmalat (food&beverages); Techint, Lucchini, Gruppo Riva, Danieli (steel); Prysmian, Salini Impregilo, Italcementi, Buzzi Unicem, Astaldi (construction); STMicroelectronics (electronics); Telecom Italia, Mediaset (communications); Assicurazioni Generali, Unipol (insurance); UniCredit, Intesa Sanpaolo (banking); Ferrari, Maserati, Lamborghini (luxury vehicles); Fincantieri, Ferretti, Azimut (shipbuilding).
Figures are for 2016. Figures in italic = Q3 2017
Italy has over 1.4 million people with a net wealth greater than $1 million, a total national wealth of $11.857 trillion, and represents the 5th largest cumulative net wealth globally (it accounts for 4.92% of the net wealth in the world). According to the Credit Suisse's Global Wealth Databook 2013, the median wealth per adult is $138,653 (5th in the world), while according to the Allianz's Global Wealth Report 2013, the net financial wealth per capita is €45,770 (13th in the world).
The following top 10 list of Italian billionaires is based on an annual assessment of wealth and assets compiled and published by Forbes in 2017.
Since the unification of Italy in 1861, a wide and increasing economic divide has been growing between the northern provinces and the southern half of the Italian state. This gap was mainly induced by the region-specific policies selected by the Piedmontese elite, who dominated the first post-unitary governments, and that more heavily penalized the regions farther away from the rulers’ fiercer enemies, as recently confirmed by Guilherme de Oliveira and Carmine Guerriero. To illustrate, the 1887 protectionist reform, instead of safeguarding the arboriculture sectors crushed by 1880s fall in prices, shielded the Po Valley wheat breeding and those Northern textile and manufacturing industries that had survived the liberal years thanks to state intervention. While indeed the former dominated the allocation of military clothing contracts, the latter monopolized both coal mining permits and public contracts. A similar logic guided the assignment of monopoly rights in the steamboat construction and navigation sectors and, above all, the public spending in the railway sector, which represented 53% of the 1861-1911 total. To make things worse, the resources necessary to finance this public spending effort were obtained through highly unbalanced land property taxes, which affected the key source of savings available for investment in the growth sectors absent a developed banking system. To elaborate, the 1864 reform fixed a 125 million target revenue to be raised from 9 districts resembling the pre-unitary states. Given the inability of the government to estimate the land profitability, especially because of the huge differences among the regional cadasters, this policy irreparably induced large regional discrepancies. To illustrate, the ex-Papal State (central Italy) took on the 10%, the ex-Kingdom of Two Sicilies (Southern Italy) the 40%, and the rest of the state (ex-Kingdom of Sardinia, Northern Italy) the 21%. To weigh this burden down, a 20% surcharge was added by 1868.
The 1886 cadastral reform opened the way to more egalitarian policies and, after the First World War, to the harmonization of the tax-rates, but the impact of extraction on the economies of the two blocks was at that point irreversible. While indeed a flourishing manufacturing sector was established in the North, the mix of low public spending and heavy taxation squeezed the Southern investment to the point that the local industry and export-oriented farming were wiped out. Moreover, extraction destroyed the relationship between the central state and the Southern population by unchaining first a civil war called Brigandage, which brought about 20,000 victims by 1864 and the militarization of the area, and then favoring emigration, especially from 1892 to 1921. To elaborate, extractive policies induced a dramatic fall in the accumulation of both social and human capital in the Southern regions and favored the rise of organized crime.
After the rise of Benito Mussolini, the "Iron Prefect" Cesare Mori tried to defeat the already powerful criminal organizations flourishing in the South with some degree of success. Fascist policy aimed at the creation of an Italian empire and Southern Italian ports were strategic for all commerce towards the colonies. With the invasion of Southern Italy, the Allies restored the authority of the mafia families, lost during the Fascist period, and used their influence to maintain public order.
In the 1950s the Cassa per il Mezzogiorno was set up as a huge public master plan to help industrialize the South, aiming to do this in two ways: through land reforms creating 120,000 new smallholdings, and through the "Growth Pole Strategy" whereby 60% of all government investment would go to the South, thus boosting the Southern economy by attracting new capital, stimulating local firms, and providing employment. However, the objectives were largely missed, and as a result the South became increasingly subsidized and state dependent, incapable of generating private growth itself.
Even at present, huge regional disparities persist. Problems in Southern Italy still include widespread political corruption, pervasive organized crime, and very high unemployment rates. In 2007, it was estimated that about 80% of the businesses in the Sicilian cities of Catania and Palermo paid protection money; thanks to grassroots movement like Addiopizzo, the mafia racket is slowly but constantly losing its verve. The Italian Ministry of Interior reported that organized crime generated an estimated annual profit of €13 billion.
According to the last national agricultural census, there were 1.6 million farms in 2010 (-32.4% since 2000) covering 12.7 million hectares (63% of which are located in Southern Italy). The vast majority (99%) are family-operated and small, averaging only 8 hectares in size. Of the total surface area in agricultural use (forestry excluded), grain fields take up 31%, olive tree orchards 8.2%, vineyards 5.4%, citrus orchards 3.8%, sugar beets 1.7%, and horticulture 2.4%. The remainder is primarily dedicated to pastures (25.9%) and feed grains (11.6%). The northern part of Italy produces primarily maize corn, rice, sugar beets, soybeans, meat, fruits and dairy products, while the South specializes in wheat and citrus fruits. Livestock includes 6 million head of cattle, 8.6 million head of swine, 6.8 million head of sheep, and 0.9 million head of goats. The total annual production of the fishing industry in Italy from capture and aquaculture, including crustaceans and molluscs, is around 480,000 tons.
Italy is the largest producer of wine in the world, and one of the leading producers of olive oil, fruits (apples, olives, grapes, oranges, lemons, pears, apricots, hazelnuts, peaches, cherries, plums, strawberries and kiwifruits), and vegetables (especially artichokes and tomatoes). The most famous Italian wines are probably the Tuscan Chianti and the Piedmontese Barolo. Other famous wines are Barbaresco, Barbera d'Asti, Brunello di Montalcino, Frascati, Montepulciano d'Abruzzo, Morellino di Scansano, Amarone della Valpolicella DOCG and the sparkling wines Franciacorta and Prosecco. Quality goods in which Italy specialises, particularly the already mentioned wines and regional cheeses, are often protected under the quality assurance labels DOC/DOP. This geographical indication certificate, which is attributed by the European Union, is considered important in order to avoid confusion with low-quality mass-produced ersatz products.
Italy has a smaller number of global multinational corporations than other economies of comparable size, but there is a large number of small and medium-sized enterprises, many of them grouped in clusters, which are the backbone of the Italian industry. This has produced a manufacturing sector often focused on the export of niche market and luxury products, that on one side is less capable of competing on quantity, but on the other side is more capable of facing the competition from emerging economies based on lower labor costs, with higher quality products. The industrial districts are regionalized: in the Northwest there is a large modern group of industries, as in the so-called "Industrial Triangle" (Milan-Turin-Genoa), where there is an area of intense machinery, automotive, aerospace and naval production; in the Northeast and the Center, previously rural areas that experienced social and economic development around family-based firms, there are small enterprises of low technology but high craftsmanship, specialized in clothing, leather products, footwear, furniture, textiles, machine tools, spare parts, appliances, and jewellery; finally, in the less-developed South, the two forms exist side by side.
The origins of modern banking can be traced to medieval and early Renaissance Italy, to the rich cities like Florence, Lucca, Siena, Venice and Genoa. The Bardi and Peruzzi families dominated banking in 14th-century Florence, establishing branches in many other parts of Europe. One of the most famous Italian banks was the Medici Bank, set up by Giovanni di Bicci de' Medici in 1397. The earliest known state deposit bank, the Bank of Saint George, was founded in 1407 in Genoa, while Banca Monte dei Paschi di Siena, founded in 1472, is the oldest surviving bank in the world. Today, among the financial services companies, UniCredit is one of the largest bank in Europe by capitalization and Assicurazioni Generali is second largest insurance group in the world by revenue after AXA.
The following is a list of the main Italian banks and insurance groups ranked by total assets and gross premiums written.
In the early 1970s Italy was a major producer of pyrites (from the Tuscan Maremma), asbestos (from the Balangero mines), fluorite (found in Sicily), and salt. At the same time, it was self-sufficient in aluminum (from Gargano), sulphur (from Sicily), lead, and zinc (from Sardinia). By the beginning of the 1990s, however, it had lost all its world-ranking positions and was no longer self-sufficient in those resources. There are no substantial deposits of iron, coal, or oil. Moderate natural gas reserves, mainly in the Po Valley and offshore Adriatic Sea, have been discovered in recent years and constitute the country's most important mineral resource. Italy is one of the world's leading producers of pumice, pozzolana, and feldspar. Another mineral resource for which Italy is well-known is marble, especially the world-famous white Carrara marble from the Massa and Carrara quarries in Tuscany. Most raw materials needed for manufacturing and more than 80% of the country's energy sources are imported (99.7% of the solid fuels demand, 92.5% of oil, 91.2% of natural gas and 13% of electricity). Due to its reliance on imports, Italians pay approximately 45% more than the EU average for electricity.
Italy has managed four nuclear reactors until the 1980s, but in 1987, after the Chernobyl disaster, a large majority of Italians passed a referendum opting for phasing out nuclear power in Italy. The government responded by closing existing nuclear power plants and stopping work on projects underway, continuing to work to the nuclear energy program abroad. The national power company Enel operates seven nuclear reactors in Spain (through Endesa) and four in Slovakia (through Slovenské elektrárne), and in 2005 made an agreement with Électricité de France for a nuclear reactor in France. With these agreements, Italy has managed to access nuclear power and direct involvement in design, construction, and operation of the plants without placing reactors on Italian territory.
In the last decade, Italy has become one of the world's largest producers of renewable energy, ranking as the second largest producer in the European Union after Germany and the ninth in the world. The country is also the world's fifth largest producer of energy from solar power. Renewable sources account for the 27.5% of all electricity produced in Italy, with hydro alone reaching 12.6%, followed by solar at 5.7%, wind at 4.1%, bioenergy at 3.5%, and geothermal at 1.6%. The rest of the national demand is covered by fossil fuels (38.2% natural gas, 13% coal, 8.4% oil) and by imports.
Italy was the first country in the world to build motorways, the so-called "autostrade", reserved for motor vehicles. The Milano-Laghi motorway, connecting Milan to Varese and now parts of the A8 and A9 motorways, was devised by Piero Puricelli, a civil engineer and entrepreneur. He received the first authorization to build a public-utility fast road in 1921, and completed the construction between 1924 and 1926. By the end of the 1930s, over 400 kilometers of multi- and dual-single-lane motorways were constructed throughout Italy, linking cities and rural towns. Today there are 668,721 km of serviceable roads in Italy, including 6,661 km of motorways (mostly toll roads, national and local roads), state-owned but privately operated mainly by Atlantia company.
The railway network is also extensive, especially in the north, totalizing 16,862 km of which 69% are electrified and on which 4,937 locomotives and railcars circulate. It is the 12th largest in the world, and is operated by state-owned Ferrovie dello Stato, while the rail tracks and infrastructure are managed by Rete Ferroviaria Italiana. While a number of private railroads exist and provide mostly commuter-type services, the national railway also provides sophisticated high-speed rail service that joins the major cities. The Florence–Rome high-speed railway was the first high-speed line opened in Europe when more than half of it opened in 1977. In 1991 the TAV was created for the planning and construction of high-speed rail lines along Italy's most important and saturated transport routes (Milan-Rome-Naples and Turin-Milan-Venice). High-speed trains include ETR-class trains, with the Frecciarossa 1000 reaching 400 km/h.
There are approximately 130 airports in Italy, of which 99 have paved runways (including the two hubs of Leonardo Da Vinci International in Rome and Malpensa International in Milan), and 43 major seaports including the Port of Genoa, the country's largest and the third busiest by cargo tonnage in the Mediterranean Sea. The national inland waterway network comprises 1,477 km of navigable rivers and channels. In 2007 Italy maintained a civilian air fleet of about 389,000 units and a merchant fleet of 581 ships.
In 2015, poverty in Italy hit the highest levels in the previous 10 years. The level of absolute poverty for a two-person family was €1050.95/month. The poverty line per capita changed by region from €552.39/month to €819.13/month.The numbers of those in absolute poverty rose nearly an entire percent in 2015, from 6.8% in 2014, to 7.6% in 2015. In the south of Italy the numbers are even higher, with 10% living in absolute poverty, up from 9 percent in 2014. The north is better off at 6.7%, but this is still an increase from 5.7% in 2014. The national statistics reporting agency, ISTAT, defines absolute poverty as those who can not buy goods and services which they need to survive. In 2015, the proportion of poor households in relative poverty also increased to 13.7 from 12.9 in 2014. ISTAT defines relative poverty as people whose disposable income is less than around half the national average. The unemployment rate in February 2016 remained at 11.7%, which has been the same for almost a year, but even having a job does not guarantee freedom from poverty. Those who have at least one family member employed still suffer from 6.1% to 11.7% poverty, the higher number being for those who have factory jobs. The numbers are even higher for the younger generations because their unemployment rate is over 40%. Also, children are hit hard. In 2014, 32% of those aged 0–17 are at risk of poverty or social exclusion, which is one child out of three. In the last ISTAT report, poverty is in decline.
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Telecommunications in Italy
Telephones - main lines in use:
20.031 million (2008)
Telephones - mobile cellular:
88.58 million (2008)
Telephone system:
modern, well-developed, fast; fully automated telephone, telex, and data services
"domestic:"
high-capacity cable and microwave radio relay trunks
"international:"
satellite earth stations - 3 Intelsat (with a total of 5 antennas - 3 for Atlantic Ocean and 2 for Indian Ocean), 1 Inmarsat (Atlantic Ocean region), and NA Eutelsat; 21 submarine cables.
Radio broadcast stations:
AM about 100, FM about 4,600, shortwave 9 (1998)
Radios:
50.5 million (1997)
Television broadcast stations:
358 (plus 4,728 repeaters) (1995)
Televisions:
30.5 million (1997)
Internet Hosts:
22.152 million (2009)
Internet users:
24.992 million (2008)
Country code (Top-level domain): .it
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Transport in Italy
Italy has a well developed transport infrastructure.
The Italian rail network is extensive, especially in the north, and it includes a high-speed rail network that joins the major cities of Italy from Naples through northern cities such as Milan and Turin.
Italy has 2,507 people and 12.46 km2 per kilometer of rail track, giving Italy the world's 13th largest rail network.
Italy's road network is also widespread, with a total length of about 487,700 km.
It comprises both an extensive motorway network (6,400 km), mostly toll roads, and national and local roads.
Because of its long seacoast, Italy also has many harbors for the transportation of both goods and passengers.
Transport networks in Italy are integrated into the Trans-European Transport Networks.
The Italian railway system has a length of , of which standard gauge and electrified. The active lines are 16,723 km. The network is recently growing with the construction of the new high-speed rail network.
The narrow gauge tracks are:
A major part of the Italian rail network is managed and operated by Ferrovie dello Stato Italiane, a state owned company. Other regional agencies, mostly owned by public entities such as regional governments, operate on the Italian network. The Italian railways are subsidised by the government, receiving €8.1 billion in 2009.
Travellers who often make use of the railway during their stay in Italy might use Rail Passes, such as the European Inter-Rail or Italy's national and regional passes. These rail passes allow travellers the freedom to use regional trains during the validity period, but all high-speed and intercity trains require a 10-euro reservation fee. Regional passes, such as "Io viaggio ovunque Lombardia", offer one-day, multiple-day and monthly period of validity. There are also saver passes for adults, who travel as a group, with savings up to 20%. Foreign travellers should purchase these passes in advance, so that the passes could be delivered by post prior to the trip. When using the rail passes, the date of travel needs to be filled in before boarding the trains.
Major works to increase the commercial speed of the trains already started in 1967: the Rome-Florence "super-direct" line was built for trains up to 230 km/h, and reduced the journey time to less than two hours. This is the first high-speed train line in Europe, as its operations started in 1977.
In 2009 a new high-speed line linking Milan and Turin, operating at 300 km/h, opened to passenger traffic, reducing the journey time from two hours to one hour. In the same year, the Milan-Bologna line was open, reducing the journey time to 55 minutes. Also the Bologna-Florence high-speed line was upgraded to 300 km/h for a journey time of 35 minutes.
Since then, it is possible to travel from Turin to Salerno (ca. 950 km) in less than 5 hours. More than 100 trains per day are operated.
The main public operator of high-speed trains ("alta velocità AV", formerly Eurostar Italia) is Trenitalia, part of FSI. Trains are divided into three categories: Frecciarossa ("Red arrow") trains operate at a maximum of 300 km/h on dedicated high-speed tracks; Frecciargento (Silver arrow) trains operate at a maximum of 250 km/h on both high-speed and mainline tracks; Frecciabianca (White arrow) trains operate at a maximum of 200 km/h on mainline tracks only.
Since 2012, a new and Italy's first private train operator, NTV (branded as Italo), run high-speed services in competition with Trenitalia. Even nowadays, Italy is the only county in Europe with a private high-speed train operator.
Construction of the Milan-Venice high-speed line has begun in 2013 and in 2016 the Milan-Treviglio section has been opened to passenger traffic; the Milan-Genoa high-speed line (Terzo Valico dei Giovi) is also under construction.
Today it is possible to travel from Rome to Milan in less than 3 hours (2h 55') with the Frecciarossa 1000, the new high-speed train. To cover this route, there's a train every 30 minutes.
With the introduction of high-speed trains, intercity trains are limited to few services per day on mainline and regional tracks.
The daytime services ("Intercity" IC), while not freuquent and limited to one or two trains per route, are essential in providing access to cities and towns off the railway's mainline network. The main routes are Trieste to Rome (stopping at Venice, Bologna, Prato, Florence and Arezzo), Milan to Rome (stopping at Genoa, La Spezia, Pisa and Livorno / stopping at Parma, Modena, Bologna, Prato, Florence and Arezzo), Bologna to Lecce (stopping at Rimini, Ancona, Pescara, Bari and Brindisi) and Rome to Reggio di Calabria (stopping at Latina and Naples). In addition, the Intercity trains provide a more economical means of long-distance rail travel within Italy.
The night trains ("Intercity Notte" ICN) have sleeper compartments and washrooms, but no showers on board. Main routes are Rome to Bolzano/Bozen (calling at Florence, Bologna, Verona, Rovereto and Trento), Milan to Lecce (calling at Bologna, Rimini, Ancona, Pescara, Bari and Brindisi), Turin to Lecce (calling at Alessandria, Voghera, Piacenza, Parma, Bologna, Rimini, Pescara, Bari and Brindisi) and Reggio di Calabria to Turin (calling Naples, Rome, Livorno, La Spezia and Genova). Most portions of these ICN services run during the night; since most services take 10 to 15 hours to complete a one-way journey, their day-time portion provide extra train connections to complement with the Intercity services.
There are a total of 86 intercity trains running within Italy per day.
Trenitalia operates regional services (both fast "veloce RGV" and stopping "REG") throughout Italy.
Regional train agencies exist: their train schedules are largely connected to and shown on Trenitalia, and tickets for such train services can be purchased through Trenitalia's national network. Other regional agencies have separate ticket systems which are not mutually exchangeable with that of Trenitalia. These "regional" tickets could be purchased at local newsagents or tobacco stores instead.
In addition to these agencies, there's a great deal of other little operators, such as AMT Genova for the Genova-Casella railway.
Cities with metro systems:
Cities with commuter rail systems:
Italy has 11 rail border crossings over the Alpine mountains with her neighbouring countries: six are designated as mainline tracks and two are metre-gauge tracks. The six mainline border crossings are: two with France (one for Nice and Marseille; the other for Lyon and Dijon), two with Switzerland (one for Brig, Bern and Geneva; the other for Chiasso, Lugano, Lucerne and Zürich), and two with Austria (one for Innsbruck; the other for Villach, Graz and Vienna). The two metre-gauge track crossings are located at the border town of Tirano (enters Switzerland's Canton Graubünden/Grisons) and Domodossola (enters Switzerland's Locarno).
There is a railway line connecting Italy's northeastern port of Trieste to Slovenia, but no passenger or freight services operate on this track. Consequently, there is no direct connections between Trieste and Ljubljana, the capital of Slovenia, despite the proximity of both cities.
The Vatican City is also linked to Italy with a railway line serving a single railway station, the Vatican City railway station. This line is used only for special occasions.
San Marino used to have a narrow gauge rail connection with Italy; this was dismantled in 1944.
Italy's top ten railway stations by annual passengers are:
Stations with darker background are also served by High-speed trains
Italy is one of the countries with the most vehicles per capita, with 690 per 1000 people in 2010. Italy has a total of 487,700 km of paved roads, of which 6,758 km are motorways with a general speed limit of , which since 2009 was provisioned for extension up to . The speed limit in towns is usually and less commonly .
Italy has of navigable waterways for various types of commercial traffic, although of limited overall value.
In the northern regions of Lombardy and Venetia, commuter ferry boats operate on Lake Garda and Lake Como to connect towns and villages at both sides of the lakes. The waterways in Venice, including the Grand Canal, serve as the vital transportation network for local residents and tourists. Frequent shuttle ferries ("vaporetta") connect different points on the main island of Venice and other outlying islands of the lagoon. In addition, there are direct shuttle boats between Venice and the Venice Marco Polo Airport.
Italy's largest airline is Alitalia, which was privatised in 2008. Its main hub is Rome Fiumicino Airport. Alitalia also operates a regional subsidiary under the Alitalia CityLiner brand.
An important regional airline is Air Dolomiti, owned by the German Lufthansa Group. Charter and leisure carriers include Neos, Blue Panorama Airlines and Poste Air Cargo. Major Italian cargo operators are Alitalia Cargo and Cargolux Italia.
Italy is the fifth in Europe by number of passengers by air transport, with about 148 million passengers or about 10% of the European total in 2011. Most of passengers in Italy are on international flights (57%). A big share of domestic flights connect the major islands (Sardinia and Sicily) to the mainland. Domestic flights between major Italian cities as Rome and Milan still play a relevant role but are declining since the opening of the Italian high-speed rail network in recent years.
Italy has a total as of 130 airports in 2012, of which 99 have paved runways:
Airports - with unpaved runways in 2012:
This is a list of the top ten busiest airports in Italy in 2017.
There are long-distance intercity buses run by local companies, but the services are infrequent during the week and usually provide a secondary link to railway services.
Italy does not have a nationwide coach operator. However, in 2015, the British company Megabus (Europe) launched daily intercity bus services on several domestic routes
This makes a daily total of 12 services in each direction between Rome and Bologna.
Flixbus, a company founded in the course of the opening of the German intercity bus market also serves routes in Italy both domestic and international.
Airport shuttle buses, however, are highly developed and convenient for rail travellers. Most airports in Italy are not connected to the railway network, except for Rome Fiumicino Airport, Milan Malpensa Airport and Turin Caselle Airport. In Bologna, a light-rail track is under construction to connect Bologna Airport to the main railway station.
Local buses are usually divided into urban ("urbano") and suburban ("interurbano" or "extraurbano") lines.
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Italian Armed Forces
The Italian Armed Forces () encompass the Italian Army, the Italian Navy and the Italian Air Force. A fourth branch of the armed forces, known as the Carabinieri, take on the role as the nation's military police and are also involved in missions and operations abroad as a combat force. Despite not being a branch of the armed forces, the Guardia di Finanza is part of the military and operates a large fleet of ships, aircraft and helicopters, enabling it to patrol Italy's waters and to eventually participate in warfare scenarios. These five forces have military status and are all organized along military lines, comprising a total of 341,250 men and women with the official status of active military personnel, of which 165,500 are in the Army, Navy and Air Force. The President of the Italian Republic heads the armed forces as the President of the High Council of Defence established by article 87 of the Constitution of Italy. According to article 78, the Parliament has the authority to declare a state of war and vest the necessary powers in the Government.
The office of the Chief of Defence is organised as follows:
The ground force of Italy, the "Regio Esercito" dates back to the unification of Italy in the 1850s and 1860s. It fought in colonial engagements in China during the Boxer Rebellion, against the Ottoman Empire in Libya (1911-1912), on the Alps against the Austro-Hungarian Empire during World War I, in Abyssinia during the Interwar period, and in World War II in Albania, Greece, North Africa and Russia, as well as in the Italian Civil War. During the Cold War the Army prepared itself to defend against a Warsaw Pact invasion from the east. Since the dissolution of the Soviet Union, it has seen extensive peacekeeping service in Lebanon, Afghanistan, and Iraq. On 29 July 2004 it became a professional all-volunteer force when conscription was finally ended.
The navy of Italy was created in 1861, following the proclamation of the Kingdom of Italy, as the "Regia Marina". The new navy's baptism of fire came during the Third Italian War of Independence against the Austrian Empire. During the First World War, it spent its major efforts in the Adriatic Sea, fighting the Austro-Hungarian Navy. In the Second World War, it engaged the Royal Navy in a two-and-a-half-year struggle for the control of the Mediterranean Sea. After the war, the new "Marina Militare", being a member of the North Atlantic Treaty Organisation (NATO), has taken part in many coalition peacekeeping operations.It is a blue-water navy. The "Guardia Costiera" (Coast Guard) is a component of the navy.
The air force of Italy was founded as an independent service arm on 28 March 1923, by King Vittorio Emanuele III as the "Regia Aeronautica" (which equates to "Royal Air Force"). During the 1930s, it was involved in its first military operations in Ethiopia in 1935, and later in the Spanish Civil War between 1936 and 1939. Eventually, Italy entered World War II alongside Germany. After the armistice of 8 September 1943, Italy was divided into two sides, and the same fate befell the "Regia Aeronautica". The Air Force was split into the "Italian Co-Belligerent Air Force" in the south aligned with the Allies, and the pro-Axis "Aeronautica Nazionale Repubblicana" in the north until the end of the war. When Italy was made a republic by referendum, the air force was given its current name "Aeronautica Militare".
The "Arma dei Carabinieri" is the gendarmerie and military police of Italy. The corps was instituted in 1814 by King Victor Emmanuel I of Savoy with the aim of providing the Kingdom of Sardinia with a police corps; it is therefore older than Italy itself. The new force was divided into divisions on the scale of one division for each province of Italy. The divisions were further divided into companies and subdivided into lieutenancies, which commanded and coordinated the local police stations and were distributed throughout the national territory in direct contact with the public. The Italian unification saw the number of divisions increased, and in 1861 the "Carabinieri" were appointed the "First Force" of the new national military organization. In recent years "Carabinieri" units have been dispatched on peacekeeping missions, including Kosovo, Afghanistan, and Iraq. At the Sea Islands Conference of the G8 in 2004, the Carabinieri were given the mandate to establish a Center of Excellence for Stability Police Units (CoESPU) to spearhead the development of training and doctrinal standards for civilian police units attached to international peacekeeping missions.
Italy has joined in many UN, NATO and EU operations as well as with assistance to Russia and the other CIS nations, Middle East peace process, peacekeeping, and combating the illegal drug trade, human trafficking, piracy and terrorism.
Italy did take part in the 1982 Multinational Force in Lebanon along with US, French and British troops. Italy also participated in the 1990–91 Gulf War, with the deployment of eight Panavia Tornado IDS bomber jets; Italian Army troops were subsequently deployed to assist Kurdish refugees in northern Iraq following the conflict.
As part of Operation Enduring Freedom, Italy contributed to the international operation in Afghanistan. Italian forces have contributed to ISAF, the NATO force in Afghanistan, and to the Provincial reconstruction team. Italy has sent 3,800 troops, including one infantry company from the 2nd Alpini Regiment tasked to protect the ISAF HQ, one engineer company, one NBC platoon, one logistic unit, as well as liaison and staff elements integrated into the operation chain of command. Italian forces also command a multinational engineer task force and have deployed a platoon of Carabinieri military police.
The Italian Army did not take part in combat operations of the 2003 Iraq War, dispatching troops only when major combat operations were declared over by the U.S. President George W. Bush. Subsequently, Italian troops arrived in the late summer of 2003, and began patrolling Nasiriyah and the surrounding area. Italian participation in the military operations in Iraq was concluded by the end of 2006, with full withdrawal of Italian military personnel except for a small group of about 30 soldiers engaged in providing security for the Italian embassy in Baghdad. Italy played a major role in the 2004-2011 NATO Training Mission to assist in the development of Iraqi security forces training structures and institutions.
Since the second post-war the Italian armed force has become more and more engaged in international peace support operations, mainly under the auspices of the United Nations. The Italian armed forces are currently participating in 26 missions.
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Foreign relations of Italy
Foreign relations of the Italian Republic are the Italian government's external relations with the outside world. Located in Europe, Italy has been considered a major Western power since its unification in 1861. Its main allies are the NATO countries and the EU states, two entities of which Italy is a founding member.
Italy has a particular role within the Christian world because Rome is the seat of the Pope and the center of the Catholic Church. Italy acts as a mediator in the Israeli–Palestinian conflict and has many troops deployed in the Middle East, and all over the world for peacekeeping missions, and for combating organized crime, illegal drug trade, human trafficking, piracy and terrorism. Italy is currently commanding various multinational forces. The country plays also a significant role in former colonies and territories of the Italian Empire and is considered a key player in the Mediterranean region.
The "Risorgimento" was the era 1830–1870 that saw the emergence of a national consciousness. Italians achieved independence from Austria, the House of Bourbon and from the Pope, securing national unification. The papacy called France to resist unification, fearing that giving up control of the Papal States would weaken the Church and allow the liberals to dominate conservative Catholics. Italy captured Rome in 1870 and later formed the Triple Alliance (1882) with Germany and Austria.
Italy defeated the Ottoman Empire in 1911–1912. By 1914, Italy had acquired in Africa a colony on the Red Sea coast (Eritrea), a large protectorate in Somalia and administrative authority in formerly Turkish Libya. Outside of Africa, Italy possessed a small concession in Tientsin in China (following the Boxer Rebellion) and the Dodecanese Islands off the coast of Turkey.
Austria took the offensive against the terms of the alliance and Italy decided to take part in World War I as a principal allied power with France and Great Britain. Two leaders, Prime Minister Antonio Salandra and Foreign Minister Sidney Sonnino made the decisions; their primary motivation was seizure of territory from Austria, as secretly promised by Britain and France in the Treaty of London of 1915. Also, Italy occupied southern Albania and established a protectorate over Albania, which remained in place until 1920. The Allies defeated the Austrian Empire in 1918 and Italy became one of the main winners of the war. At the Paris Peace Conference in 1919, Prime Minister Vittorio Emanuele Orlando focused almost exclusively on territorial gains, but he got far less than he wanted, and Italians were bitterly resentful when they were denied control of the city of Fiume The conference, under the control of Britain, France and the United States refused to assign Dalmazia and Albania to Italy as had been promised in the Treaty of London. Britain, France and Japan divided the German overseas colonies into mandates of their own, excluding Italy. Italy also gained no territory from the breakup of the Ottoman Empire. Civil unrest erupted in Italy between nationalists who supported the war effort and opposed what they called the "mutilated victory" (as nationalists referred to it) and leftists who were opposed to the war.
The Fascist government that came to power with Benito Mussolini in 1922 sought to increase the size of the Italian empire and to satisfy the claims of Italian irredentists. In 1935–36, in its second invasion of Ethiopia Italy was successful and merged its new conquest with its older east African colonies. In 1939, Italy invaded Albania and incorporated it into the Fascist state. During the Second World War (1939–45), Italy formed the axis alliance with Japan and Germany and occupied several territories (such as parts of France, Greece, Egypt and Tunisia) but was forced in the final peace to abandon all its colonies and protectorates. Following the civil war and the economic depression caused by World War II, Italy enjoyed an economic miracle, promoted European unity, joined NATO and became an active member of the European Union. Italy was granted a United Nations trust to administer Somaliland in 1950. When Somalia became independent in 1960, Italy's eight-decade experience with colonialism ended.
Italy is part of the UN, EU, NATO, the OECD, the OSCE the DAC, the WTO, the G6, G7, G8, G10, G20, the Union for the Mediterranean, the Council of Europe, the Central European Initiative, the ASEM, the MEF. Italy leads the Uniting for Consensus and participates in prominent decision-making groups such as the EU big four, the Quint and the Contact Group.
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Italian language
Italian ("italiano", or , ) is a Romance language of the Indo-European language family. Italian descended from the Vulgar Latin of the Roman Empire and, together with Sardinian, is by most measures the Romance language closest to it. Italian is an official language in Italy, Switzerland (where it is the main language of Ticino and the Graubünden valleys of Calanca, Mesolcina, Bregaglia and val Poschiavo), San Marino and Vatican City. It has an official minority status in western Istria (Croatia and Slovenia). It formerly had official status in Albania, Malta, Monaco, Montenegro (Kotor) and Greece (Ionian Islands and Dodecanese) and is generally understood in Corsica (due to its close relation with the Tuscan-influenced local language) and Savoie. It also used to be an official language in the former Italian East Africa and Italian North Africa, where it still plays a significant role in various sectors. Italian is also spoken by large expatriate communities in the Americas and Australia. Italian is included under the languages covered by the European Charter for Regional or Minority languages in Bosnia and Herzegovina and in Romania, although Italian is neither a co-official nor a protected language in these countries. Many speakers of Italian are native bilinguals of both Italian (either in its standard form or regional varieties) and other regional languages.
Italian is a major European language, being one of the official languages of the Organization for Security and Co-operation in Europe and one of the working languages of the Council of Europe. It is the second most widely spoken native language in the European Union with 67 million speakers (15% of the EU population) and it is spoken as a second language by 13.4 million EU citizens (3%). Including Italian speakers in non-EU European countries (such as Switzerland, Albania and the United Kingdom) and on other continents, the total number of speakers is approximately 85 million. Italian is the main working language of the Holy See, serving as the lingua franca (common language) in the Roman Catholic hierarchy as well as the official language of the Sovereign Military Order of Malta. Italian is known as the "language of music" because of its use in musical terminology and opera; numerous Italian words referring to music have become international terms taken into various languages worldwide. Its influence is also widespread in the arts and in the food and luxury goods markets.
Italian was adopted by the state after the Unification of Italy, having previously been a literary language based on Tuscan as spoken mostly by the upper class of Florentine society. Its development was also influenced by other Italian languages and to some minor extent, by the Germanic languages of the post-Roman invaders. The incorporation into Italian of learned words from its own ancestor language, Latin, is another form of lexical borrowing through the influence of written language, scientific terminology and the liturgical language of the Church. Throughout the Middle Ages and into the early modern period, most literate Italians were also literate in Latin and thus they easily adopted Latin words into their writing—and eventually speech—in Italian. Unlike most other Romance languages, Italian retains Latin's contrast between short and long consonants. Its vowels are the second-closest to Latin after Sardinian. As in most Romance languages, stress is distinctive. Almost all native Italian words end with vowels, a factor that makes Italian words extremely easy to use in rhyming. Italian has a 7 vowel sound system ('e' and 'o' have mid-low and mid-high sounds); Classical Latin had 10, 5 with short and 5 with long sounds.
During the Middle Ages, the established written language in Europe was Latin, though the great majority of people were illiterate, and only a handful were well versed in the language. In the Italian peninsula, as in most of Europe, most would instead speak a local vernacular. These dialects, as they are commonly referred to, evolved from Vulgar Latin over the course of centuries, unaffected by formal standards and teachings. They are not in any sense "dialects" of standard Italian, which itself started off as one of these local tongues, but sister languages of Italian. Mutual intelligibility with Italian varies widely, as it does with Romance languages in general. The Romance dialects of Italy can differ greatly from Italian at all levels (phonology, morphology, syntax, lexicon, pragmatics) and are classified typologically as distinct languages.
The standard Italian language has a poetic and literary origin in the writings of Tuscan writers of the 12th century, and, even though the grammar and core lexicon are basically unchanged from those used in Florence in the 13th century, the modern standard of the language was largely shaped by relatively recent events. However, Romance vernacular as language spoken in the Apennine peninsula has a longer history. In fact, the earliest surviving texts that can definitely be called vernacular (as distinct from its predecessor Vulgar Latin) are legal formulae known as the Placiti Cassinesi from the Province of Benevento that date from 960–963, although the Veronese Riddle, probably from the 8th or early 9th century, contains a late form of Vulgar Latin that can be seen as a very early sample of a vernacular dialect of Italy.
The language that came to be thought of as Italian developed in central Tuscany and was first formalized in the early 14th century through the works of Tuscan writer Dante Alighieri, written in his native Florentine. Dante's epic poems, known collectively as the "Commedia," to which another Tuscan poet Giovanni Boccaccio later affixed the title "Divina", were read throughout the peninsula and his written dialect became the "canonical standard" that all educated Italians could understand. Dante is still credited with standardizing the Italian language. In addition to the widespread exposure gained through literature, the Florentine dialect also gained prestige due to the political and cultural significance of Florence at the time and the fact that it was linguistically an intermediate between the northern and the southern Italian dialects. Thus the dialect of Florence became the basis for what would become the official language of Italy.
Italian was progressively made an official language of most of the Italian states predating unification, slowly replacing Latin, even when ruled by foreign powers (like Spain in the Kingdom of Naples, or Austria in the Kingdom of Lombardy-Venetia), even though the masses kept speaking primarily their local vernaculars. Italian was also one of the many recognised languages in the Austro-Hungarian Empire.
Italy has always had a distinctive dialect for each city because the cities, until recently, were thought of as city-states. Those dialects now have considerable variety. As Tuscan-derived Italian came to be used throughout Italy, features of local speech were naturally adopted, producing various versions of regional Italian. The most characteristic differences, for instance, between Roman Italian and Milanese Italian are the gemination of initial consonants and the pronunciation of stressed "e", and of "s" in some cases: e.g. "va bene" "all right" is pronounced by a Roman (and by any standard Italian speaker), by a Milanese (and by any speaker whose native dialect lies to the north of the La Spezia–Rimini Line); "a casa" "at home" is for Roman, or for standard, for Milanese and generally northern.
In contrast to the Gallo-Italic linguistic panorama of northern Italy, the Italo-Dalmatian Neapolitan and its related dialects were largely unaffected by the Franco-Occitan influences introduced to Italy mainly by bards from France during the Middle Ages, but after the Norman conquest of southern Italy, Sicily became the first Italian land to adopt Occitan lyric moods (and words) in poetry. Even in the case of Northern Italian languages, however, scholars are careful not to overstate the effects of outsiders on the natural indigenous developments of the languages.
The economic might and relatively advanced development of Tuscany at the time (Late Middle Ages) gave its language weight, though Venetian remained widespread in medieval Italian commercial life, and Ligurian (or Genoese) remained in use in maritime trade alongside the Mediterranean. The increasing political and cultural relevance of Florence during the periods of the rise of the "Banco Medici", Humanism, and the Renaissance made its dialect, or rather a refined version of it, a standard in the arts.
The Renaissance era, known as in Italian, was seen as a time of "rebirth", which is the literal meaning of both (from French) and (Italian).
During this time, long-existing beliefs stemming from the teachings of the Roman Catholic Church began to be understood from new perspectives as humanists—individuals who placed emphasis on the human body and its full potential—began to shift focus from the church to human beings themselves. Humanists began forming new beliefs in various forms: social, political, and intellectual. The ideals of the Renaissance were evident throughout the Protestant Reformation, which took place simultaneously with the Renaissance. The Protestant Reformation began with Martin Luther's rejection of the selling of indulgences by Johann Tetzel and other authorities within the Roman Catholic Church, resulting in Luther's eventual break-off from the Roman Catholic Church in the Diet of Worms. After Luther was excommunicated from the Roman Catholic Church, he founded what was then understood to be a sect of Catholicism, later referred to as Lutheranism. Luther's preaching in favor of faith and scripture rather than tradition led him to translate the Bible into many other languages, which would allow for people from all over Europe to read the Bible. Previously, the Bible was only translated into Latin, but after this development it could be understood in many other languages, including Italian. The Italian language was able to spread even more with the help of Luther and the invention of the printing press by Johannes Gutenberg. The printing press facilitated the spread of Italian because it was able to rapidly produce texts, such as the Bible, and cut the costs of books which allowed for more people to have access to the translated Bible and new pieces of literature. The Roman Catholic Church was losing its control over the population, as it was not open to change, and there was an increasing number of reformers with differing beliefs.
Italian became the language used in the courts of every state in the Italian peninsula, as well as the prestige variety in the island of Corsica (but not in Sardinia, which on the contrary underwent Italianization well into the late 18th century because of the prestige enjoyed by Spanish and the widespread use of Sardinian). The rediscovery of Dante's and a renewed interest in linguistics in the 16th century, sparked a debate that raged throughout Italy concerning the criteria that should govern the establishment of a modern Italian literary and spoken language. This discussion, known as (i. e., the "problem of the language"), ran through the Italian culture until the end of the 19th century, often linked to the political debate on achieving a united Italian state. Renaissance scholars divided into three main factions:
A fourth faction claimed that the best Italian was the one that the papal court adopted, which was a mixture of the Tuscan and Roman dialects.
Eventually, Bembo's ideas prevailed, and the foundation of the Accademia della Crusca in Florence (1582–1583), the official legislative body of the Italian language, led to publication of Agnolo Monosini's Latin tome in 1604 followed by the first Italian dictionary in 1612.
The continual advancements in technology plays a crucial role in the diffusion of languages. After the invention of the printing press in the fifteenth century, the number of printing presses in Italy grew rapidly and by the year 1500 reached a total of 56, the biggest number of printing presses in all of Europe. This enabled the production of more pieces of literature at a lower cost and as the dominant language, Italian spread.
An important event that helped the diffusion of Italian was the conquest and occupation of Italy by Napoleon in the early 19th century (who was himself of Italian-Corsican descent). This conquest propelled the unification of Italy some decades after and pushed the Italian language into a lingua franca used not only among clerks, nobility, and functionaries in the Italian courts but also by the bourgeoisie.
Italian literature's first modern novel, "I promessi sposi" ("The Betrothed") by Alessandro Manzoni, further defined the standard by "rinsing" his Milanese "in the waters of the Arno" (Florence's river), as he states in the preface to his 1840 edition.
After unification, a huge number of civil servants and soldiers recruited from all over the country introduced many more words and idioms from their home languages ("ciao" is derived from the Venetian word "s-cia[v]o" ("slave"), "panettone" comes from the Lombard word "panetton", etc.). Only 2.5% of Italy's population could speak the Italian standardized language properly when the nation was unified in 1861.
Italian is a Romance language, a descendant of Vulgar Latin (colloquial spoken Latin). Standard Italian is based on Tuscan, especially its Florentine dialect, and is therefore an Italo-Dalmatian language, a classification that includes most other central and southern Italian languages and the extinct Dalmatian.
As in most Romance languages, stress is distinctive. In particular, among the Romance languages, Italian is the closest to Latin in terms of vocabulary. According to the Ethnologue, Lexical similarity is 89% with French, 87% with Catalan, 85% with Sardinian, 82% with Spanish, 80% with Portuguese, 78% with Ladin, 77% with Romanian. Estimates may differ according to sources.
One study analyzing the degree of differentiation of Romance languages in comparison to Latin (comparing phonology, inflection, discourse, syntax, vocabulary, and intonation) estimated that among the languages analyzed the distance between Italian and Latin is only higher than that between Sardinian and Latin.
Italian is an official language of Italy and San Marino and is spoken fluently by the majority of the countries' populations. Italian is the third most spoken language in Switzerland (after German and French), and its use has moderately declined since the 1970s. Italian is also used in administration and official documents in Vatican City.
Due to heavy Italian influence during the Italian colonial period, Italian is still understood by some in former colonies. Although it was the primary language in Libya since colonial rule, Italian greatly declined under the rule of Muammar Gaddafi, who expelled the Italian Libyan population and made Arabic the sole official language of the country. A few hundred Italian settlers returned to Libya in the 2000s; today Italian is the most spoken second language in the country and serves as a language of commerce and sometimes as a "lingua franca" between Libyans and foreigners.
Italian was the official language of Eritrea during Italian colonisation. Italian is today used in commerce and it is still spoken especially among elders; besides that, Italian words are incorporated as loan words in the main language spoken in the country (Tigrinya). The capital city of Eritrea, Asmara, still has several Italian schools, established during the colonial period. In the early 19th century, Eritrea was the country with the highest number of Italians abroad, and the Italian Eritreans grew from 4,000 during World War I to nearly 100,000 at the beginning of World War II.
In Asmara there are two Italian schools:
Italian was also introduced to Somalia through colonialism and was the sole official language of administration and education during the colonial period but fell out of use after government, educational and economic infrastructure were destroyed in the Somali Civil War.
Albania and Malta have large populations of non-native speakers, with over half of the population having some knowledge of the Italian language.
Although over 17 million Americans are of Italian descent, only a little over one million people in the United States speak Italian at home. Nevertheless, an Italian language media market does exist in the country.
Italian immigrants to South America have also brought a presence of the language to that continent. According to some sources, Italian is the second most spoken language in Argentina after the official language of Spanish, although its number of speakers, mainly of the older generation, is decreasing.
Italian is widely taught in many schools around the world, but rarely as the first foreign language. In the 21st century, technology also allows for the continual spread of the Italian language, as people have new ways to learn how to speak, read, and write languages at their own pace and at any given time. For example, the free website and application Duolingo has 4.94 million English speakers learning the Italian language.
According to the Italian Ministry of Foreign Affairs, every year there are more than 200,000 foreign students who study the Italian language; they are distributed among the 90 Institutes of Italian Culture that are located around the world, in the 179 Italian schools located abroad, or in the 111 Italian lecturer sections belonging to foreign schools where Italian is taught as a language of culture.
From the late nineteenth to the mid-twentieth century, thousands of Italians settled in Argentina, Uruguay, Southern Brazil and Venezuela, as well as in Canada and the United States, where they formed a physical and cultural presence.
In some cases, colonies were established where variants of regional languages of Italy were used, and some continue to use this regional language. Examples are Rio Grande do Sul, Brazil, where Talian is used, and the town of Chipilo near Puebla, Mexico; each continues to use a derived form of Venetian dating back to the nineteenth century. Another example is Cocoliche, an Italian–Spanish pidgin once spoken in Argentina and especially in Buenos Aires, and Lunfardo.
Starting in late medieval times in much of Europe and the Mediterranean, Latin was replaced as the primary commercial language by Italian language variants (especially Tuscan and Venetian). These variants were consolidated during the Renaissance with the strength of Italy and the rise of humanism and the arts.
During that period, Italy held artistic sway over the rest of Europe. It was the norm for all educated gentlemen to make the Grand Tour, visiting Italy to see its great historical monuments and works of art. It thus became expected to learn at least some Italian. In England, while the classical languages Latin and Greek were the first to be learned, Italian became the second most common modern language after French, a position it held until the late eighteenth century when it tended to be replaced by German. John Milton, for instance, wrote some of his early poetry in Italian.
Within the Catholic church, Italian is known by a large part of the ecclesiastical hierarchy and is used in substitution for Latin in some official documents.
Italian loanwords continue to be used in most languages in matters of art and music (especially classical music including opera), in the design and fashion industries, in some sports like football and especially, in culinary terms.
In Italy, almost all the other languages spoken as the vernacular — other than standard Italian and some languages spoken among immigrant communities — are often imprecisely called "Italian dialects", even though they are quite different, with some belonging to different linguistic branches. The only exceptions to this are twelve groups considered "historical language minorities", which are officially recognized as distinct minority languages by the law. On the other hand, Corsican (a language spoken on the French island of Corsica) is closely related to medieval Tuscan, from which Standard Italian derives and evolved.
The differences in the evolution of Latin in the different regions of Italy can be attributed to the presence of three other types of languages: substrata, superstrata, and adstrata. The most prevalent were substrata (the language of the original inhabitants), as the Italian dialects were most likely simply Latin as spoken by native cultural groups. Superstrata and adstrata were both less important. Foreign conquerors of Italy that dominated different regions at different times left behind little to no influence on the dialects. Foreign cultures with which Italy engaged in peaceful relations with, such as trade, had no significant influence either.
Throughout Italy, regional variations of Standard Italian, called Regional Italian, are spoken. Regional differences can be recognized by various factors: the openness of vowels, the length of the consonants, and influence of the local language (for example, in informal situations ', ' and ' replace the standard Italian ' in the area of Tuscany, Rome and Venice respectively for the infinitive "to go").
There is no definitive date when the various Italian variants of Latin—including varieties that contributed to modern Standard Italian—began to be distinct enough from Latin to be considered separate languages. One criterion for determining that two language variants are to be considered separate languages rather than variants of a single language is that they have evolved so that they are no longer mutually intelligible; this diagnostic is effective if mutual intelligibility is minimal or absent (e.g. in Romance, Romanian and Portuguese), but it fails in cases such as Spanish-Portuguese or Spanish-Italian, as native speakers of either pairing can understand each other well if they choose to do so. Nevertheless, on the basis of accumulated differences in morphology, syntax, phonology, and to some extent lexicon, it is not difficult to identify that for the Romance varieties of Italy, the first extant written evidence of languages that can no longer be considered Latin comes from the ninth and tenth centuries C.E. These written sources demonstrate certain vernacular characteristics and sometimes explicitly mention the use of the vernacular in Italy. Full literary manifestations of the vernacular began to surface around the 13th century in the form of various religious texts and poetry.Although these are the first written records of Italian varieties separate from Latin, the spoken language had likely diverged long before the first written records appear, since those who were literate generally wrote in Latin even if they spoke other Romance varieties in person.
Throughout the 19th and 20th centuries, the use of Standard Italian became increasingly widespread and was mirrored by a decline in the use of the dialects. An increase in literacy was one of the main driving factors (one can assume that only literates were capable of learning Standard Italian, whereas those who were illiterate had access only to their native dialect). The percentage of literates rose from 25% in 1861 to 60% in 1911, and then on to 78.1% in 1951. Tullio De Mauro, an Italian linguist, has asserted that in 1861 only 2.5% of the population of Italy could speak Standard Italian. He reports that in 1951 that percentage had risen to 87%. The ability to speak Italian did not necessarily mean it was in everyday use, and most people (63.5%) still usually spoke their native dialects. In addition, other factors such as mass emigration, industrialization, and urbanization, and internal migrations after World War II contributed to the proliferation of Standard Italian. The Italians who emigrated during the Italian diaspora beginning in 1861 were often of the uneducated lower class, and thus the emigration had the effect of increasing the percentage of literates, who often knew and understood the importance of Standard Italian, back home in Italy. A large percentage of those who had emigrated also eventually returned to Italy, often more educated than when they had left.
The Italian dialects have declined in the modern era, as Italy unified under Standard Italian and continues to do so aided by mass media, from newspapers to radio to television.
Italian has a seven-vowel system, consisting of , as well as 23 consonants. Compared with most other Romance languages, Italian phonology is conservative, preserving many words nearly unchanged from Vulgar Latin. Some examples:
The conservative nature of Italian phonology is partly explained by its origin. Italian stems from a literary language that is derived from the 13th-century speech of the city of Florence in the region of Tuscany, and has changed little in the last 700 years or so. Furthermore, the Tuscan dialect is the most conservative of all Italian dialects, radically different from the Gallo-Italian languages less than 100 miles to the north (across the La Spezia–Rimini Line).
The following are some of the conservative phonological features of Italian, as compared with the common Western Romance languages (French, Spanish, Portuguese, Galician, Catalan). Some of these features are also present in Romanian.
Compared with most other Romance languages, Italian has many inconsistent outcomes, where the same underlying sound produces different results in different words, e.g. > "lasciare" and "lassare", > "cacciare" and "cazzare", > "sdrucciolare", "druzzolare" and "ruzzolare", > "regina" and "reina". Although in all these examples the second form has fallen out of usage, the dimorphism is thought to reflect the several-hundred-year period during which Italian developed as a literary language divorced from any native-speaking population, with an origin in 12th/13th-century Tuscan but with many words borrowed from languages farther to the north, with different sound outcomes. (The La Spezia–Rimini Line, the most important isogloss in the entire Romance-language area, passes only about 20 miles to the north of Florence.) Dual outcomes of Latin /p t k/ between vowels, such as > " luogo" but > " fuoco", was once thought to be due to borrowing of northern voiced forms, but is now generally viewed as the result of early phonetic variation within Tuscany.
Some other features that distinguish Italian from the Western Romance languages:
Standard Italian also differs in some respects from most nearby Italian languages:
Italian phonotactics do not usually permit verbs and polysyllabic nouns to end with consonants, except in poetry and song, so foreign words may receive extra terminal vowel sounds.
Italian has a shallow orthography, meaning very regular spelling with an almost one-to-one correspondence between letters and sounds. In linguistic terms, the writing system is close to being a phonemic orthography. The most important of the few exceptions are the following (see below for more details):
The Italian alphabet is typically considered to consist of 21 letters. The letters j, k, w, x, y are traditionally excluded, though they appear in loanwords such as "jeans", "whisky", "taxi", "xenofobo", "xilofono". The letter has become common in standard Italian with the prefix "extra-", although "(e)stra-" is traditionally used; it is also common to use the Latin particle "ex(-)" to mean "former(ly)" as in: "la mia ex" ("my ex-girlfriend"), "Ex-Jugoslavia" ("Former Yugoslavia"). The letter appears in the first name "Jacopo" and in some Italian place-names, such as Bajardo, Bojano, Joppolo, Jerzu, Jesolo, Jesi, Ajaccio, among others, and in "Mar Jonio", an alternative spelling of "Mar Ionio" (the Ionian Sea). The letter may appear in dialectal words, but its use is discouraged in contemporary standard Italian. Letters used in foreign words can be replaced with phonetically equivalent native Italian letters and digraphs: , , or for ; or for (including in the standard prefix "kilo-"); , or for ; , , , or for ; and or for .
Italian has geminate, or double, consonants, which are distinguished by length and intensity. Length is distinctive for all consonants except for , , , , , which are always geminate when between vowels, and , which is always single.
Geminate plosives and affricates are realized as lengthened closures. Geminate fricatives, nasals, and are realized as lengthened continuants. There is only one vibrant phoneme but the actual pronunciation depends on context and regional accent. Generally one can find a flap consonant in unstressed position whereas is more common in stressed syllables, but there may be exceptions. Especially people from the Northern part of Italy (Parma, Aosta Valley, South Tyrol) may pronounce as , , or .
Of special interest to the linguistic study of Regional Italian is the "gorgia toscana", or "Tuscan Throat", the weakening or lenition of intervocalic , , and in the Tuscan language.
The voiced postalveolar fricative is present as a phoneme only in loanwords: for example, "garage" . Phonetic is common in Central and Southern Italy as an intervocalic allophone of : "gente" 'people' but "la gente" 'the people', "ragione" 'reason'.
Italian grammar is typical of the grammar of Romance languages in general. Cases exist for personal pronouns (nominative, oblique, accusative, dative), but not for nouns.
There are two basic classes of nouns in Italian, referred to as genders, masculine and feminine. Gender may be natural ("ragazzo" 'boy', "ragazza" 'girl') or simply grammatical with no possible reference to biological gender (masculine "costo" 'cost', feminine "costa" 'coast'). Masculine nouns typically end in "-o" ("ragazzo" 'boy'), with plural marked by "-i" ("ragazzi" 'boys'), and feminine nouns typically end in "-a", with plural marked by "-e" ("ragazza" 'girl', "ragazze" 'girls'). For a group composed of boys and girls, "ragazzi" is the plural, suggesting that "-i" is a general plural. A third category of nouns is unmarked for gender, ending in "-e" in the singular and "-i" in the plural: "legge" 'law, f. sg.', "leggi" 'laws, f. pl.'; "fiume" 'river, m. sg.', "fiumi" 'rivers, m. pl.', thus assignment of gender is arbitrary in terms of form, enough so that terms may be identical but of distinct genders: "fine" meaning 'aim', 'purpose' is masculine, while "fine" meaning 'end, ending' (e.g. of a movie) is feminine, and both are "fini" in the plural, a clear instance of "-i" as a non-gendered default plural marker. These nouns often, but not always, denote inanimates. There are a number of nouns that have a masculine singular and a feminine plural, most commonly of the pattern m. sg. "-o", f. pl. "-a" ("miglio" 'mile, m. sg.', "miglia" 'miles, f. pl.'; "paio" 'pair, m. sg., "paia" 'pairs, f. pl.'), and thus are sometimes considered neuter (these are usually derived from neuter Latin nouns). An instance of neuter gender also exists in pronouns of the third person singular.
Examples:
Nouns, adjectives, and articles inflect for gender and number (singular and plural).
Like in English, common nouns are capitalized when occurring at the beginning of a sentence. Unlike English, nouns referring to languages (e.g. Italian), speakers of languages, or inhabitants of an area (e.g. Italians) are not capitalized.
There are three types of adjectives: descriptive, invariable and form-changing. Descriptive adjectives are the most common, and their endings change to match the number and gender of the noun they modify. Invariable adjectives are adjectives whose endings do not change. The form changing adjectives "buono (good), bello (beautiful), grande (big), and santo (saint)" change in form when placed before different types of nouns. Italian has three degrees for comparison of adjectives: positive, comparative, and superlative.
The order of words in the phrase is relatively free compared to most European languages. The position of the verb in the phrase is highly mobile. Word order often has a lesser grammatical function in Italian than in English. Adjectives are sometimes placed before their noun and sometimes after. Subject nouns generally come before the verb. Italian is a null-subject language, so that nominative pronouns are usually absent, with subject indicated by verbal inflections (e.g. "amo" 'I love', "ama" 's/he loves', "amano" 'they love'). Noun objects normally come after the verb, as do pronoun objects after imperative verbs, infinitives and gerunds, but otherwise pronoun objects come before the verb.
There are both indefinite and definite articles in Italian. There are four indefinite articles, selected by the gender of the noun they modify and by the phonological structure of the word that immediately follows the article. "Uno" is masculine singular, used before "z" ( or ), "s+consonant", "gn" (), or "ps", while masculine singular "un" is used before a word beginning with any other sound. The noun "zio" 'uncle' selects masculine singular, thus "uno zio" 'an uncle' or "uno zio anziano" 'an old uncle,' but "un mio zio" 'an uncle of mine'. The feminine singular indefinite articles are "una", used before any consonant sound, and its abbreviated form, written "un'," used before vowels: "una camicia" 'a shirt', "una camicia bianca" 'a white shirt', "un'altra camicia" 'a different shirt'. There are seven forms for definite articles, both singular and plural. In the singular: "lo", which corresponds to the uses of "uno"; "il", which corresponds to the uses with consonant of "un"; "la," which corresponds to the uses of "una"; "l'," used for both masculine and feminine singular before vowels. In the plural: "gli" is the masculine plural of "lo and l'"; "i" is the plural of "il"; and "le" is the plural of feminine "la" and "l"'.
There are numerous contractions of prepositions with subsequent articles. There are numerous productive suffixes for diminutive, augmentative, pejorative, attenuating etc., which are also used to create neologisms.
There are 27 pronouns, grouped in clitic and tonic pronouns. Personal pronouns are separated into three groups: subject, object (which take the place of both direct and indirect objects), and reflexive. Second person subject pronouns have both a polite and a familiar form. These two different types of address are very important in Italian social distinctions. All object pronouns have two forms: stressed and unstressed (clitics). Unstressed object pronouns are much more frequently used, and come before the verb ("Lo vedo". 'I see him.'). Stressed object pronouns come after the verb, and are used when emphasis is required, for contrast, or to avoid ambiguity ("Vedo lui, ma non lei". 'I see him, but not her'). Aside from personal pronouns, Italian also has demonstrative, interrogative, possessive, and relative pronouns. There are two types of demonstrative pronouns: relatively near (this) and relatively far (that). Demonstratives in Italian are repeated before each noun, unlike in English.
There are three regular sets of verbal conjugations, and various verbs are irregularly conjugated. Within each of these sets of conjugations, there are four simple (one-word) verbal conjugations by person/number in the indicative mood (present tense; past tense with imperfective aspect, past tense with perfective aspect, and future tense), two simple conjugations in the subjunctive mood (present tense and past tense), one simple conjugation in the conditional mood, and one simple conjugation in the imperative mood. Corresponding to each of the simple conjugations, there is a compound conjugation involving a simple conjugation of "to be" or "to have" followed by a past participle. "To have" is used to form compound conjugation when the verb is transitive ("Ha detto", "ha fatto": he/she has said, he/she has made/done), while "to be" is used in the case of verbs of motion and some other intransitive verbs ("È andato", "è stato": he/she has gone, he/she has been). "To be" may be used with transitive verbs, but in such a case it makes the verb passive ("Ê detto", "è fatto": it is said, it is made/done). This rule is not absolute, and some exceptions do exist.
Note: the plural form of verbs could also be used as an extremely formal (for example to noble people in monarchies) singular form (see royal we).
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https://en.wikipedia.org/wiki?curid=14708
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Ice-T
Tracy Lauren Marrow (born February 16, 1958), better known by his stage name Ice-T, is an American musician, rapper, songwriter, actor, record producer, and author. He began his career as an underground rapper in the 1980s and was signed to Sire Records in 1987, when he released his debut album "Rhyme Pays"; the second hip-hop album to carry an explicit content sticker after Slick Rick's "La Di Da Di". The following year, he founded the record label Records (named after his collective of fellow hip-hop artists called the "") and released another album, "Power", which went on to go Platinum. He also released several other albums that went Gold.
He co-founded the heavy metal band Body Count, which he introduced on his 1991 rap album "", on the track titled "Body Count". The band released their self-titled debut album in 1992. Ice-T encountered controversy over his track "Cop Killer", the lyrics of which discussed killing police officers. Ice-T asked to be released from his contract with Warner Bros. Records, and his next solo album, "Home Invasion", was released later in February 1993 through Priority Records. Body Count's next album was released in 1994, and Ice-T released two more albums in the late-1990s. Since 2000, he has portrayed NYPD Detective/Sergeant Odafin Tutuola on the NBC police drama "". In 2018, he began hosting the true crime documentary, "In Ice Cold Blood", on the Oxygen cable channel. In 2020, "In Ice Cold Blood" began its third season.
Tracy Lauren Marrow, the son of Solomon and Alice Marrow, was born in Newark, New Jersey. Solomon was African-American, and Alice was Creole. For decades, Solomon worked as a conveyor belt mechanic at the Rapistan Conveyor Company. When Marrow was a child, his family moved to upscale Summit, New Jersey. The first time race played a major part in Marrow's life was at the age of seven, when he became aware of the racism leveled by his white friends towards black children. Marrow surmised that he escaped similar treatment because they thought that he was white due to his lighter skin. Relaying this incident to his mother, she told him, "Honey, people are stupid;" her advice and this incident taught Marrow to control the way the negativity of others affected him.
His mother died of a heart attack when he was in third grade. Solomon raised Marrow as a single father for four years, with help from a housekeeper. Marrow's first experience with illicit activity occurred after a bicycle that his father bought him for Christmas was stolen. After Marrow told his father, Solomon shrugged, "Well, then, you ain't got no bike." Marrow stole parts from bicycles and assembled "three or four weird-looking, brightly-painted bikes" from the parts; his father either did not notice or never acknowledged this. When Marrow was thirteen years old, Solomon died of a heart attack. For many years, AllMusic.com has stated that his parents "died in an auto accident", but Ice-T has stated that it was actually he who had been in a car accident, and that it was decades later.
Following his father's death, the orphaned Marrow lived with a nearby aunt briefly, then was sent to live with his other aunt and her husband in View Park-Windsor Hills, an upper middle-class Black neighborhood in South Los Angeles. While his cousin Earl was preparing to leave for college, Marrow shared a bedroom with him. Earl was a fan of rock music and listened only to the local rock radio stations; sharing a room with him sparked Marrow's interest in heavy metal music.
Marrow moved to the Crenshaw District of Los Angeles when he was in the eighth grade. He attended Palms Junior High, which was predominantly made up of white students, and included black students who travelled by bus from South Central to attend. He then attended Crenshaw High School, which was almost entirely made up of black students.
Marrow stood out from most of his friends because he did not drink alcohol, smoke tobacco, or use drugs. During Marrow's time in high school, gangs became more prevalent in the Los Angeles school system. Students who belonged to the Crips and Bloods gangs attended Crenshaw, and fought in the school's hallways. Marrow, while never an actual gang member, was affiliated with the former. Marrow began reading the novels of Iceberg Slim, which he memorized and recited to his friends, who enjoyed hearing the excerpts and told him, "Yo, kick some more of that by Ice, T", giving Marrow his famous nickname. Marrow and other Crips wrote and performed "Crip Rhymes".
His music career started with the band of the singing group The Precious Few of Crenshaw High School. Marrow and his group opened the show, dancing to a live band. The singers were Thomas Barnes, Ronald Robinson and Lapekas Mayfield.
In 1975, at the age of seventeen, Marrow began receiving Social Security benefits resulting from the death of his father and used the money to rent an apartment for $90 a month. He sold cannabis and stole car stereos to earn extra cash, but he was not making enough to support his pregnant girlfriend. Once his daughter was born, he joined the United States Army in October 1977. Marrow served a two-year and two-month tour in the 25th Infantry Division and was involved with a group of soldiers charged with the theft of a rug. While awaiting trial, he received a $2,500 bonus check and went absent without leave, returning a month later, after the rug had been returned. Marrow received a non-judicial punishment as a consequence of his dereliction of duty.
During his spell in the Army, Marrow became interested in hip hop music. He heard The Sugar Hill Gang's newly released single "Rapper's Delight" (1979), which inspired him to perform his own raps over the instrumentals of this and other early hip-hop records. The music, however, did not fit his lyrics or form of delivery.
When he was stationed in Hawaii (where prostitution was not a heavily prosecuted crime) as a squad leader at Schofield Barracks, Marrow met a pimp named Mac. Mac admired that Marrow could quote Iceberg Slim and he taught Marrow how to be a pimp himself. Marrow was also able to purchase stereo equipment cheaply in Hawaii, including two Technics turntables, a mixer, and large speakers. Once equipped, he then began to learn turntablism and rapping.
Towards the end of his tenure in the Army, Marrow learned from his commanding officer that he could receive an honorable discharge because he was a single father, so he was discharged in December 1979.
During an episode of "The Adam Carolla Podcast" that aired on June 6, 2012, Marrow claimed that after being discharged from the Army, he began a career as a bank robber. Marrow claimed he and some associates began conducting take-over bank robberies "like [in the film] "Heat"." Marrow then elaborated, explaining, "Only punks go for the drawer, we gotta go for the safe." Marrow also stated he was glad the United States justice system has statutes of limitations, which had likely expired when Marrow admitted to his involvement in multiple Class 1 Felonies in the early-to-mid 1980s.
In July 2010, Marrow was mistakenly arrested. A month later when Marrow attended court, the charges were dropped and the prosecution stated "there had been a clerical error when the rapper was arrested". Marrow gave some advice to young people who think going to jail is a mark of integrity, saying: "Street credibility has nothing to do with going to jail, it has everything to do with staying out."
After leaving the Army, Marrow wanted to stay away from gang life and violence and instead make a name for himself as a disc jockey. As a tribute to Iceberg Slim, Marrow adopted the stage name Ice-T. While performing as a DJ at parties, he received more attention for his rapping, which led Ice-T to pursue a career as a rapper. After breaking up with his girlfriend Caitlin Boyd, he returned to a life of crime and robbed jewelry stores with his high school friends. Ice-T's raps later described how he and his friends pretended to be customers to gain access before smashing the display glass with baby sledgehammers.
Ice-T's friends Al P. and Sean E. Sean went to prison. Al P. was caught in 1982 and sent to prison for robbing a high-end jewelry store in Laguna Niguel for $2.5 million in jewelry. Sean was arrested for possession of not only cannabis, which Sean sold, but also material stolen by Ice-T. Sean took the blame and served two years in prison. Ice-T stated that he owed a debt of gratitude to Sean because his prison time allowed him to pursue a career as a rapper. Concurrently, he wound up in a car accident and was hospitalized as a John Doe because he did not carry any form of identification due to his criminal activities. After being discharged from the hospital, he decided to abandon the criminal lifestyle and pursue a professional career rapping. Two weeks after being released from the hospital, he won an open mic competition judged by Kurtis Blow.
In 1982, Ice-T met producer Willie Strong from Saturn Records. In 1983, Strong recorded Ice-T's first single, "Cold Wind Madness", also known as "The Coldest Rap", an electro hip-hop record that became an underground success, becoming popular even though radio stations did not play it due to the song's hardcore lyrics. That same year, Ice-T released "Body Rock", another electro hip-hop single that found popularity in clubs. In 1984, Ice-T released the single "Killers", the first of his political raps, and then was a featured rapper on "Reckless", a single by DJ Chris "The Glove" Taylor and (co-producer) David Storrs. This song was almost immediately followed up with a sequel entitled "Reckless Rivalry (Combat)", which was featured in the "Breakin' " sequel, "", however it was never featured on the soundtrack album and, to this day, has never been released. Ice later recorded the songs "Ya Don't Quit" and "Dog'n the Wax (Ya Don't Quit-Part II)" with Unknown DJ, who provided a Run–D.M.C.-like sound for the songs.
Ice-T received further inspiration as an artist from Schoolly D's gangsta rap single "P.S.K. What Does It Mean?", which he heard in a club. Ice-T enjoyed the single's sound and delivery, as well as its vague references to gang life, although the real life gang, Park Side Killers, was not named in the song.
Ice-T decided to adopt Schoolly D's style, and wrote the lyrics to his first gangsta rap song, "6 in the Mornin'", in his Hollywood apartment, and created a minimal beat with a Roland TR-808. He compared the sound of the song, which was recorded as a B-side on the single "Dog'n The Wax", to that of the Beastie Boys. The single was released in 1986, and he learned that "6 in the Mornin'" was more popular in clubs than its A-side, leading Ice-T to rap about Los Angeles gang life, which he described more explicitly than any previous rapper. He intentionally did not represent any particular gang, and wore a mixture of red and blue clothing and shoes to avoid antagonizing gang-affiliated listeners, who debated his true affiliation.
Ice-T finally landed a deal with a major label Sire Records. When label founder and president Seymour Stein heard his demo, he said, "He sounds like Bob Dylan." Shortly after, he released his debut album "Rhyme Pays" in 1987 supported by DJ Evil E, DJ Aladdin and producer Afrika Islam, who helped create the mainly party-oriented sound. The record wound up being certified gold by the RIAA. That same year, he recorded the title theme song for Dennis Hopper's "Colors," a film about inner-city gang life in Los Angeles. His next album "Power" was released in 1988, under his own label Rhyme Syndicate, and it was a more assured and impressive record, earning him strong reviews and his second gold record. Released in 1989, "The Iceberg/Freedom of Speech... Just Watch What You Say" established his popularity by matching excellent abrasive music with narrative and commentative lyrics. In the same year, he appeared on Hugh Harris' single "Alice".
In 1991, he released his album "O.G. Original Gangster", which is regarded as one of the albums that defined gangsta rap. On "OG", he introduced his heavy metal band Body Count in a track of the same name. Ice-T toured with Body Count on the first annual Lollapalooza concert tour in 1991, gaining him appeal among middle-class teenagers and fans of alternative music genres. The album "Body Count" was released in March 1992. For his appearance on the heavily collaborative track "Back on the Block", a composition by jazz musician Quincy Jones that "attempt[ed] to bring together black musical styles from jazz to soul to funk to rap", Ice-T won a Grammy Award for the Best Rap Performance by a Duo or Group, an award shared by others who worked on the track including Jones and fellow jazz musician Ray Charles.
Controversy later surrounded Body Count over its song "Cop Killer". The rock song was intended to speak from the viewpoint of a criminal getting revenge on racist, brutal cops. Ice-T's rock song infuriated government officials, the National Rifle Association and various police advocacy groups. Consequently, Time Warner Music refused to release Ice-T's upcoming album "Home Invasion" because of the controversy surrounding "Cop Killer". Ice-T suggested that the furor over the song was an overreaction, telling journalist Chuck Philips "...they've done movies about nurse killers and teacher killers and student killers. Arnold Schwarzenegger blew away dozens of cops as the Terminator. But I don't hear anybody complaining about that." In the same interview, Ice-T suggested to Philips that the misunderstanding of "Cop Killer", the misclassification of it as a rap song (not a rock song), and the attempts to censor it had racial overtones: "The Supreme Court says it's OK for a white man to burn a cross in public. But nobody wants a black man to write a record about a cop killer."
Ice-T split amicably with Sire/Warner Bros. Records after a dispute over the artwork of the album "Home Invasion". He then reactivated Rhyme Syndicate and formed a deal with Priority Records for distribution. Priority released "Home Invasion" in the spring of 1993. The album peaked at #9 on "Billboard" magazine's "Top R&B/Hip-Hop Albums" and at #14 on the "Billboard" 200, spawning several singles including "Gotta Lotta Love", "I Ain't New To This" and "99 Problems" – which would later inspire Jay-Z to record a version with new lyrics in 2003. In 2003 he released the single Beat of Life with Sandra Nasić, Trigga tha Gambler and DJ Tomekk and placed in the German charts.
Ice-T had also collaborated with certain other heavy metal bands during this time period. For the film "Judgment Night", he did a duet with Slayer on the track "Disorder". In 1995, Ice-T made a guest performance on "Forbidden" by Black Sabbath. Another album of his, "VI – Return of the Real", was released in 1996, followed by "The Seventh Deadly Sin" in 1999.
His first rap album since 1999, "Gangsta Rap", was released on October 31, 2006. The album's cover, which "shows [Ice-T] lying on his back in bed with his ravishing wife's ample posterior in full view and one of her legs coyly draped over his private parts", was considered to be too suggestive for most retailers, many of which were reluctant to stock the album. Some reviews of the album were unenthusiastic, as many had hoped for a return to the political raps of Ice-T's most successful albums.
Ice-T appears in the film "Gift". One of the last scenes includes Ice-T and Body Count playing with Jane's Addiction in a version of the Sly and the Family Stone song "Don't Call Me Nigger, Whitey."
Besides fronting his own band and rap projects, Ice-T has also collaborated with other hard rock and metal bands, such as Icepick, Motörhead, Slayer, Pro-Pain, and Six Feet Under. He has also covered songs by hardcore punk bands such as The Exploited, Jello Biafra, and Black Flag. Ice-T made an appearance at Insane Clown Posse's Gathering of the Juggalos (2008 edition). Ice-T was also a judge for the 7th annual Independent Music Awards to support independent artists. His 2012 film "" features a who's who of underground and mainstream rappers.
In November 2011, Ice-T announced via Twitter that he was in the process of collecting beats for his next LP which was expected sometime during 2012, but , the album has not been released. A new Body Count album, "Bloodlust", was released in 2017. After the release of the album, responding to an interview question asking if he's "done with rap", he answered "I don't know" and noted that he's "really leaning more toward EDM right now".
In July 2019, Ice-T released his first solo hip hop track in 10 years titled "Feds In My Rearview". The track is the first of 3 song that are a trilogy, with the second track titled "Too Old For The Dumb Shit", described as a prequel to "Feds In My Rearview", released in September 2019. Ice-T was also featured on the 2020 hip hop posse cut "The Slayers Club" alongside R.A. the Rugged Man, Brand Nubian and others.
Ice-T was prominently featured as both a rapper and a breakdancer in “Breakin’ ‘n’ Enterin’” (1983), a documentary about the early West Coast Hip Hop scene.
Ice-T's first film appearances were in the motion pictures, "Breakin'" (1984), and its sequel, "" (1984). These films were released before Ice-T released his first LP, although he appears on the soundtrack to "Breakin". He has since stated he considers the films and his own performance in them to be "wack".
In 1991, he embarked on a serious acting career, portraying police detective Scotty Appleton in Mario Van Peebles' action thriller "New Jack City", gang leader Odessa (alongside Denzel Washington and John Lithgow) in "Ricochet" (1991), gang leader King James in "Trespass" (1992), followed by a notable lead role performance in "Surviving the Game" (1994), in addition to many supporting roles, such as J-Bone in "Johnny Mnemonic" (1995), and the marsupial mutant T-Saint in "Tank Girl" (1995). He was also interviewed in the Brent Owens documentary "Pimps Up, Ho's Down", in which he claims to have had an extensive pimping background before getting into rap. He is quoted as saying "once you max something out, it ain't no fun no more. I couldn't really get no farther." He goes on to explain his pimping experience gave him the ability to get into new businesses. "I can't act, I really can't act, I ain't no rapper, it's all game. I'm just working these niggas." Later he raps at the Players Ball.
In 1993, Ice-T along with other rappers and the three "Yo! MTV Raps" hosts Ed Lover, Doctor Dré and Fab 5 Freddy starred in the comedy "Who's the Man?", directed by Ted Demme. In the movie, he is a drug dealer who gets really frustrated when someone calls him by his real name, "Chauncey", rather than his street name, "Nighttrain."
In 1995, Ice-T had a recurring role as vengeful drug dealer Danny Cort on the television series "New York Undercover", co-created by Dick Wolf. His work on the series earned him the 1996 NAACP Image Award for Outstanding Supporting Actor in a Drama Series. In 1997, he co-created the short-lived series "Players", produced by Wolf. This was followed by a role as pimp Seymour "Kingston" Stockton in "" (1998). These collaborations led Wolf to add Ice-T to the cast of "." Since 2000 he has portrayed Odafin "Fin" Tutuola, a former undercover narcotics officer transferred to the Special Victims Unit. In 2002, the NAACP awarded Ice-T with a second Image Award, again for Outstanding Supporting Actor in a Drama Series, for his work on "Law & Order: SVU".
Around 1995, Ice-T co-presented a UK-produced magazine television series on black culture, "Baadasss TV".
In 1997, Ice-T had a pay-per-view special titled "Ice-T's Extreme Babes" which appeared on Action PPV, formerly owned by BET Networks.
In 1999, Ice-T starred in the HBO movie "Stealth Fighter" as a United States Naval Aviator who fakes his own death, steals a F-117 stealth fighter, and threatens to destroy United States military bases. He also acted in the movie "Sonic Impact", released the same year.
Ice-T made an appearance on the comedy television series "Chappelle's Show" as himself presenting the award for "Player Hater of the Year" at the "Player-Haters Ball", a parody of his own appearance at the Players Ball. He was dubbed the "Original Player Hater."
"Beyond Tough", a 2002 documentary series, aired on Discovery Channel about the world's most dangerous and intense professions, such as alligator wrestlers and Indy 500 pit crews, was hosted by Ice-T.
In 2007, Ice-T appeared as a celebrity guest star on the MTV sketch comedy show "Short Circuitz". Also in late 2007, he appeared in the short-music film "Hands of Hatred", which can be found online.
Ice-T was interviewed for the Cannibal Corpse retrospective documentary "", as well as appearing in Chris Rock's 2009 documentary "Good Hair", in which he reminisced about going to school in hair curlers.
A 2016 advertisement for GEICO features Ice-T behind a lemonade stand run by children. When people ask if it's Ice-T, the actor yells back, "No, it's lemonade!"
Ice-T's voice acting roles include voiced in the video game "", as well as Agent Cain in "". He also appears as himself in "" and "" fighting video games. He also voiced the character Aaron Griffin in the video game "Gears of War 3".
On December 27, 2013, Ice-T announced that he was entering podcasting in a deal with the Paragon Collective. Ice-T co-hosts the "Ice-T: Final Level" podcast with his longtime friend, Mick Benzo (known as Zulu Beatz on Sirius XM). They discuss relevant issues, movies, video games, and do a behind the scenes of Law Order: SVU segment with featured guests from the entertainment world. The show will release new episodes bi-weekly. Guests have included Jim Norton. Ice-T released his first episode on January 7 to many accolades.
On October 20, 2006, "Ice-T's Rap School" aired and was a reality television show on VH1. It was a spin-off of the British reality show "Gene Simmons' Rock School", which also aired on VH1. In "Rap School", rapper/actor Ice-T teaches eight teens from York Preparatory School in New York called the "York Prep Crew" ("Y.P. Crew" for short). Each week, Ice-T gives them assignments and they compete for an imitation gold chain with a microphone on it. On the season finale on November 17, 2006, the group performed as an opening act for Public Enemy.
On June 12, 2011, E! reality show "Ice Loves Coco" debuted. The show is mostly about his relationship with his wife, Nicole "Coco" Austin.
Ice cites writer Iceberg Slim and rapper Schoolly D as influences, with Iceberg Slim's novels guiding his skills as a lyricist. His favorite heavy rock acts are Edgar Winter, Led Zeppelin and Black Sabbath. His hip hop albums helped shape gangsta rap, with music journalists tracing works of artists such as Tupac Shakur, Notorious B.I.G., Eminem and N.W.A to "6 in the Mornin'".
A love of rock led Ice to use guitar in his albums, to provide his songs with edge and power, and to make his raps harder. He drew on the fusion of rock and hip hop by Rick Rubin-produced acts such as Beastie Boys, Run-DMC and LL Cool J, who featured rock samples in their songs.
Body Count – whose 1992 debut album Ice described as a "rock album with a rap mentality" – is described as paving the way for the success of rap rock fusions by acts like Kid Rock and Limp Bizkit. However, Ice-T states that the band's style does not fuse the two genres, and that Body Count is solely a rock band.
In "Hip Hop Connection", Ice listed his favourite rap albums:
10. Beastie Boys, "Licensed to Ill"
9. Eric B. & Rakim, "Paid in Full"
8. N.W.A, "Straight Outta Compton"
7. Wu-Tang Clan, "Enter the Wu-Tang (36 Chambers)"
6. The Notorious B.I.G., "Ready to Die"
5. Dr. Dre, "The Chronic"
4. Boogie Down Productions, "Criminal Minded"
3. Ultramagnetic MCs, "Critical Beatdown"
2. Public Enemy, "It Takes a Nation of Millions to Hold Us Back"
1. Run-DMC, "Run-DMC
On March 20, 1976, Marrow's high school girlfriend Adrienne gave birth to their daughter LeTesha Marrow, and they continued attending high school while raising her. While filming "Breakin'" in 1984, he met his second girlfriend Darlene Ortiz, who was at the club where the film was shot. They began a relationship and Ortiz was featured on the covers of "Rhyme Pays" and "Power". Ice-T and Ortiz had son Ice Tracy Marrow, Jr. in 1992.
Ice-T married swimsuit model Nicole "Coco Marie" Austin in January 2002. In celebration of their impending 9th wedding anniversary, the couple renewed their wedding vows on June 4, 2011. As of 2006, they owned a penthouse apartment in North Bergen, New Jersey. In 2012, they were building a five-bedroom house in Edgewater, New Jersey, that was expected to be completed by the end of the year. In 2015, the couple had their first child together, daughter Chanel.
During the popularity of Public Enemy, Ice-T was closely associated with the band and his recordings of the time showed a similar political viewpoint. He was referred to as "The Soldier of the Highest Degree" in the booklet for "Fear of a Black Planet" and mentioned on the track "Leave This Off Your F***in' Charts". He also collaborated with fellow anti-censorship campaigner Jello Biafra on his album "The Iceberg/Freedom Of Speech... Just Watch What You Say!".
On June 5, 2008, Ice-T joked that he would be voting for John McCain in the 2008 American elections, speculating that his past affiliation with Body Count could hurt Barack Obama's chances if he endorsed him, so he would choose instead to ruin John McCain's campaign by saying he supported him.
Ice-T had a feud with LL Cool J in the late 1980s and early 1990s. Apparently, this was instigated by LL's claim to be "the baddest rapper in the history of rap itself". Ice-T recorded disses against LL on his 1988 album "Power". On the album was the track, "I'm Your Pusher", in which a rap music addict declines to buy an LL Cool J record. The album also contains the posse rap track, "The Syndicate", which took aim at LL's lyrical ability, claiming that rapping about oneself so frequently was a "first grade topic". The song also mocked the song's hook "I'm Bad", which identified it as an LL diss specifically. In the book "Check the Technique: Liner Notes for Hip-Hop Junkies", Ice-T said that the song "Girls L.G.B.N.A.F." was also intended as a diss to LL Cool J, by making a crude song to contrast with the love songs that LL was making at the time.
On LL's response, "To da Break of Dawn" in 1990, he dissed Kool Moe Dee (whose feud with LL was far more publicized) as well as MC Hammer. He then devoted the third verse of the song to dissing Ice-T, mocking his rap ability ("take your rhymes around the corner to rap rehab"), his background ("before you rapped, you was a downtown car thief"), and his style ("a brother with a perm deserves to get burned"). He also suggested that the success of "Power" was due to the appearance of Ice-T's girlfriend Darlene on the album cover. Ice-T appeared to have ignored the insults and he had also defended LL Cool J after his arrest in the song "Freedom of Speech".
In August 2012, Ice-T said that the rivalry was "never serious" and that he needed a nemesis to create "an exciting dispute".
In June 2008, on DJ Cisco's "Urban Legend" mixtape, Ice-T criticized Soulja Boy (AKA DeAndre Cortez Way) for "killing hip hop" and called his song "Crank That" "garbage" compared to the works of other hip-hop artists such as Rakim, Das EFX, Big Daddy Kane and Ice Cube. One of the comments in the exchange was when Ice-T told Way to "eat a dick". The two then traded numerous videos back and forth over the Internet. These videos included a cartoon and video of Ice-T dancing on Way's behalf and an apology, but reiteration of his feelings that Way's music "sucks", on Ice-T's behalf. Rapper Kanye West defended Way saying "He came from the 'hood, made his own beats, made up a new saying, new sound and a new dance with one song."
Grammy Awards
MTV Video Music Awards
MTV Movie Awards
Image Awards
Adult Video News Awards
News & Documentary Emmy Award
All Def Movie Awards
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https://en.wikipedia.org/wiki?curid=14709
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Iron Age
The Iron Age is the final epoch of the three-age division of the prehistory and protohistory of humanity. It was preceded by the Stone Age (Paleolithic, Mesolithic, Neolithic, and Chalcolithic) and the Bronze Age. The concept has been mostly applied to Europe and the Ancient Near East, and, by analogy, also to other parts of the Old World.
The duration of the Iron Age varies depending on the region under consideration. It is defined by archaeological convention, and the mere presence of some cast or wrought iron is not sufficient to represent an Iron Age culture; rather, the "Iron Age" begins locally when the production of iron or steel has been brought to the point where iron tools and weapons superior to their bronze equivalents become widespread. For example, Tutankhamun's meteoric iron dagger comes from the Bronze Age. In the Ancient Near East, this transition takes place in the wake of the so-called Bronze Age collapse, in the 12th century BC. The technology soon spread throughout the Mediterranean Basin region and to South Asia. Its further spread to Central Asia, Eastern Europe, and Central Europe is somewhat delayed, and Northern Europe is reached still later, by about 500 BC.
The Iron Age is taken to end, also by convention, with the beginning of the historiographical record.
This usually does not represent a clear break in the archaeological record; for the Ancient Near East, the establishment of the Achaemenid Empire c. 550 BC (considered historical by virtue of the record by Herodotus) is usually taken as a cut-off date, and in Central and Western Europe, the Roman conquests of the 1st century BC serve as marking for the end of the Iron Age. The Germanic Iron Age of Scandinavia is taken to end c. 800 AD, with the beginning of the Viking Age.
In South Asia (Indian sub-continent), the Iron Age is taken to begin with the ironworking Painted Gray Ware culture in the 18th century BC (see the page on Varanasi), and to end with the reign of Ashoka (3rd century BC). The use of the term "Iron Age" in the archaeology of South, East, and Southeast Asia is more recent and less common than for western Eurasia; at least in China prehistory had ended before iron-working arrived, so the term is infrequently used. The Sahel (Sudan region) and Sub-Saharan Africa are outside of the three-age system, there being no Bronze Age, but the term "Iron Age" is sometimes used in reference to early cultures practicing ironworking such as the Nok culture of Nigeria.
The three-age system was introduced in the first half of the 19th century for the archaeology of Europe in particular, and by the later 19th century expanded to the archaeology of the Ancient Near East. Its name harks back to the mythological "Ages of Man" of Hesiod. As an archaeological era, it was first introduced for Scandinavia by Christian Jürgensen Thomsen in the 1830s. By the 1860s, it was embraced as a useful division of the "earliest history of mankind" in general and began to be applied in Assyriology. The development of the now-conventional periodization in the archaeology of the Ancient Near East was developed in the 1920s to 1930s.
As its name suggests, Iron Age technology is characterized by the production of tools and weaponry by ferrous metallurgy (ironworking), more specifically from carbon steel.
Increasingly the Iron Age in Europe is being seen as a part of the Bronze Age collapse in the ancient Near East, in ancient India (with the post-Rigvedic Vedic civilization), ancient Iran, and ancient Greece (with the Greek Dark Ages). In other regions of Europe the Iron Age began in the 8th century BC in Central Europe and the 6th century BC in Northern Europe. The Near Eastern Iron Age is divided into two subsections, Iron I and Iron II. Iron I (1200–1000 BC) illustrates both continuity and discontinuity with the previous Late Bronze Age. There is no definitive cultural break between the 13th and 12th centuries BC throughout the entire region, although certain new features in the hill country, Transjordan and coastal region may suggest the appearance of the Aramaean and Sea People groups. There is evidence, however, of strong continuity with Bronze Age culture, although as one moves later into Iron I the culture begins to diverge more significantly from that of the late 2nd millennium.
The Iron Age as an archaeological period is roughly defined as that part of the prehistory of a culture or region during which ferrous metallurgy was the dominant technology of metalworking.
The characteristic of an Iron Age culture is the mass production of tools and weapons made from steel, typically alloys with a carbon content between approximately 0.30% and 1.2% by weight.
Only with the capability of the production of carbon steel does ferrous metallurgy result in tools or weapons that are equal or superior to bronze. The use of steel has been based as much on economics as on metallurgical advancements. Early steel was made by smelting iron.
By convention, the Iron Age in the Ancient Near East is taken to last from c. 1200 BC (the Bronze Age collapse) to c. 550 BC (or 539 BC), roughly the beginning of historiography with Herodotus; the end of the proto-historical period. In Central and Western Europe, the Iron Age is taken to last from c. 800 BC to c. 1 BC, in Northern Europe from c. 500 BC to 800 AD.
In China, there is no recognizable prehistoric period characterized by ironworking, as Bronze Age China transitions almost directly into the Qin dynasty of imperial China; "Iron Age" in the context of China is sometimes used for the transitional period of c. 500 BC to 100 BC during which ferrous metallurgy was present even if not dominant.
The earliest-known iron artifacts are nine small beads dated to 3200 BC, which were found in burials at Gerzeh, Lower Egypt. They have been identified as meteoric iron shaped by careful hammering. Meteoric iron, a characteristic iron–nickel alloy, was used by various ancient peoples thousands of years before the Iron Age. Such iron, being in its native metallic state, required no smelting of ores.
Smelted iron appears sporadically in the archeological record from the middle Bronze Age. Whilst terrestrial iron is naturally abundant, its high melting point of placed it out of reach of common use until the end of the second millennium BC. Tin's low melting point of and copper's relatively moderate melting point of placed them within the capabilities of the Neolithic pottery kilns, which date back to 6000 BC and were able to produce temperatures greater than . In addition to specially designed furnaces, ancient iron production needed to develop complex procedures for the removal of impurities, the regulation of the admixture of carbon, and for hot-working to achieve a useful balance of hardness and strength in steel.
The earliest tentative evidence for iron-making is a small number of iron fragments with the appropriate amounts of carbon admixture found in the Proto-Hittite layers at Kaman-Kalehöyük and dated to 2200–2000 BC. Akanuma (2008) concludes that "The combination of carbon dating, archaeological context, and archaeometallurgical examination indicates that it is likely that the use of ironware made of steel had already begun in the third millennium BC in Central Anatolia". Souckova-Siegolová (2001) shows that iron implements were made in Central Anatolia in very limited quantities around 1800 BC and were in general use by elites, though not by commoners, during the New Hittite Empire (∼1400–1200 BC).
Similarly, recent archaeological remains of iron working in the Ganges Valley in India have been tentatively dated to 1800 BC. Tewari (2003) concludes that "knowledge of iron smelting and manufacturing of iron artifacts was well known in the Eastern Vindhyas and iron had been in use in the Central Ganga Plain, at least from the early second millennium BC". By the Middle Bronze Age increasing numbers of smelted iron objects (distinguishable from meteoric iron by the lack of nickel in the product) appeared in the Middle East, Southeast Asia and South Asia. African sites are turning up dates as early as 2000-1200 BC.
Modern archaeological evidence identifies the start of large-scale iron production in around 1200 BC, marking the end of the Bronze Age. Between 1200 BC and 1000 BC diffusion in the understanding of iron metallurgy and the use of iron objects was fast and far-flung. Anthony Snodgrass suggests that a shortage of tin, as a part of the Bronze Age Collapse and trade disruptions in the Mediterranean around 1300 BC, forced metalworkers to seek an alternative to bronze. As evidence, many bronze implements were recycled into weapons during that time. More widespread use of iron led to improved steel-making technology at a lower cost. Thus, even when tin became available again, iron was cheaper, stronger and lighter, and forged iron implements superseded cast bronze tools permanently.
The Iron Age in the Ancient Near East is believed to have begun with the discovery of iron smelting and smithing techniques in Anatolia or the Caucasus and Balkans in the late 2nd millennium BC ( 1300 BC). The earliest bloomery smelting of iron is found at Tell Hammeh, Jordan around 930 BC (14C dating).
The Early Iron Age artefacts found in Kultepe site, Azerbaijan show that iron smelting was known and used in this region before the 2nd millennium BC (as early as the 3rd millennium BC).
In the Mesopotamian states of Sumer, Akkad and Assyria, the initial use of iron reaches far back, to perhaps 3000 BC. One of the earliest smelted iron artifacts known was a dagger with an iron blade found in a Hattic tomb in Anatolia, dating from 2500 BC. The widespread use of iron weapons which replaced bronze weapons rapidly disseminated throughout the Near East (North Africa, southwest Asia) by the beginning of the 1st millennium BC.
The development of iron smelting was once attributed to the Hittites of Anatolia during the Late Bronze Age.
As part of the Late Bronze Age-Early Iron Age, the Bronze Age collapse saw the slow, comparatively continuous spread of iron-working technology in the region.
It was long held that the success of the Hittite Empire during the Late Bronze Age had been based on the advantages entailed by the "monopoly" on ironworking at the time. Accordingly, the invading Sea Peoples would have been responsible for spreading the knowledge through that region.
The view of such a "Hittite monopoly" has come under scrutiny and no longer represents a scholarly consensus.
While there are some iron objects from Bronze Age Anatolia, the number is comparable to iron objects found in Egypt and other places of the same time period; and only a small number of these objects are weapons.
The Iron Age in Egyptian archaeology essentially corresponds to the Third Intermediate Period of Egypt.
Iron metal is singularly scarce in collections of Egyptian antiquities. Bronze remained the primary material there until the conquest by Neo-Assyrian Empire in 671 BC. The explanation of this would seem to lie in the fact that the relics are in most cases the paraphernalia of tombs, the funeral vessels and vases, and iron being considered an impure metal by the ancient Egyptians it was never used in their manufacture of these or for any religious purposes. It was attributed to Seth, the spirit of evil who according to Egyptian tradition governed the central deserts of Africa.
In the Black Pyramid of Abusir, dating before 2000 BC, Gaston Maspero found some pieces of iron. In the funeral text of Pepi I, the metal is mentioned. A sword bearing the name of pharaoh Merneptah as well as a battle axe with an iron blade and gold-decorated bronze shaft were both found in the excavation of Ugarit. A dagger with an iron blade found in Tutankhamun's tomb, 13th century BC, was recently examined and found to be of meteoric origin.
In Europe, the Iron Age is the last stage of prehistoric Europe and the first of the protohistoric periods, which initially means descriptions of a particular area by Greek and Roman writers. For much of Europe, the period came to an abrupt local end after conquest by the Romans, though ironworking remained the dominant technology until recent times. Elsewhere it may last until the early centuries AD, and either Christianization or a new conquest in the Migration Period.
Iron working was introduced to Europe in the late 11th century BC, probably from the Caucasus, and slowly spread northwards and westwards over the succeeding 500 years. The Iron Age did not start when iron first appeared in Europe but it began to replace bronze in the preparation of tools and weapons. It did not happen at the same time all around Europe; local cultural developments played a role in the transition to the Iron Age. For example, the Iron Age of Prehistoric Ireland begins around 500 BC (when the Greek Iron Age had already ended) and finishes around 400 AD. The widespread use of the technology of iron was implemented in Europe simultaneously with Asia. The prehistoric Iron Age in Central Europe divided into two periods based on historical events – Hallstatt culture (early Iron Age) and La Tène (late Iron Age) cultures. Material cultures of Hallstatt and La Tène consist of 4 phases (A, B, C, D phases).
The Iron Age in Europe is characterized by an elaboration of designs in weapons, implements, and utensils. These are no longer cast but hammered into shape, and decoration is elaborate and curvilinear rather than simple rectilinear; the forms and character of the ornamentation of the northern European weapons resemble in some respects Roman arms, while in other respects they are peculiar and evidently representative of northern art.
Citania de Briterios located in Guimaraes, Portugal is one of the examples of archaeological sites of the Iron Age. This settlement (fortified villages) covered an area of 3.8 hectares and served for Celtiberians as a stronghold against Roman invasions. İt dates more than 2500 years back. The site was researched by Francisco Martins Sarmento starting from 1874. A number of amphoras, coins, fragments of pottery, weapons, pieces of jewelry, as well as ruins of a bath and its Pedra Formosa (literally Handsome Stone) revealed here.
The Iron Age in Central Asia began when iron objects appear among the Indo-European Saka in present-day Xinjiang between the 10th century BC and the 7th century BC, such as those found at the cemetery site of Chawuhukou.
The Pazyryk culture is an Iron Age archaeological culture (c. 6th to 3rd centuries BC) identified by excavated artifacts and mummified humans found in the Siberian permafrost in the Altay Mountains.
In China, Chinese bronze inscriptions are found around 1200 BC, preceding the development of iron metallurgy, which was known by the 9th century BC, Therefore, in China prehistory had given way to history periodized by ruling dynasties by the start of iron use, so "Iron Age" is not typically used as to describe a period in Chinese history. Iron metallurgy reached the Yangtse Valley toward the end of the 6th century BC. The few objects were found at Changsha and Nanjing. The mortuary evidence suggests that the initial use of iron in Lingnan belongs to the mid-to-late Warring States period (from about 350 BC). Important non-precious husi style metal finds include Iron tools found at the tomb at Guwei-cun of the 4th century BC.
The techniques used in Lingnan are a combination of bivalve moulds of distinct southern tradition and the incorporation of piece mould technology from the "Zhongyuan". The products of the combination of these two periods are bells, vessels, weapons and ornaments, and the sophisticated cast.
An Iron Age culture of the Tibetan Plateau has tentatively been associated with the Zhang Zhung culture described in early Tibetan writings.
Iron objects were introduced to the Korean peninsula through trade with chiefdoms and state-level societies in the Yellow Sea area in the 4th century BC, just at the end of the Warring States Period but before the Western Han Dynasty began. Yoon proposes that iron was first introduced to chiefdoms located along North Korean river valleys that flow into the Yellow Sea such as the Cheongcheon and Taedong Rivers. Iron production quickly followed in the 2nd century BC, and iron implements came to be used by farmers by the 1st century in southern Korea. The earliest known cast-iron axes in southern Korea are found in the Geum River basin. The time that iron production begins is the same time that complex chiefdoms of Proto-historic Korea emerged. The complex chiefdoms were the precursors of early states such as Silla, Baekje, Goguryeo, and Gaya Iron ingots were an important mortuary item and indicated the wealth or prestige of the deceased in this period.
In Japan, iron items, such as tools, weapons, and decorative objects, are postulated to have entered Japan during the late Yayoi period ( 300 BC–AD 300) or the succeeding Kofun period ( AD 250–538), most likely through contacts with the Korean Peninsula and China.
Distinguishing characteristics of the Yayoi period include the appearance of new pottery styles and the start of intensive rice agriculture in paddy fields. Yayoi culture flourished in a geographic area from southern Kyūshū to northern Honshū. The Kofun and the subsequent Asuka periods are sometimes referred to collectively as the Yamato period; The word "kofun" is Japanese for the type of burial mounds dating from that era.
Iron was being used in Mundigak to manufacture some items in the 3rd millennium BC such as a small copper/bronze bell with an iron clapper, a copper/bronze rod with two iron decorative buttons. and a copper/bronze mirror handle with a decorative iron button. Artefacts including small knives and blades have been discovered in the Indian state of Telangana which have been dated between 2,400 BC and 1800 BC The history of metallurgy in the Indian subcontinent began prior to the 3rd millennium BC. Archaeological sites in India, such as Malhar, Dadupur, Raja Nala Ka Tila, Lahuradewa, Kosambi and Jhusi, Allahabad in present-day Uttar Pradesh show iron implements in the period 1800–1200 BC. As the evidence from the sites Raja Nala ka tila, Malhar suggest the use of Iron in c.1800/1700 BC. The extensive use of iron smelting is from Malhar and its surrounding area. This site is assumed as the center for smelted bloomer iron to this area due to its location in the Karamnasa River and Ganga River. This site shows agricultural technology as iron implements sickles, nails, clamps, spearheads, etc. by at least c.1500 BC Archaeological excavations in Hyderabad show an Iron Age burial site.
The beginning of the 1st millennium BC saw extensive developments in iron metallurgy in India. Technological advancement and mastery of iron metallurgy were achieved during this period of peaceful settlements. One ironworking centre in east India has been dated to the first millennium BC. In Southern India (present-day Mysore) iron appeared as early as 12th to 11th centuries BC; these developments were too early for any significant close contact with the northwest of the country. The Indian Upanishads mention metallurgy. and the Indian Mauryan period saw advances in metallurgy. As early as 300 BC, certainly by AD 200, high-quality steel was produced in southern India, by what would later be called the crucible technique. In this system, high-purity wrought iron, charcoal, and glass were mixed in a crucible and heated until the iron melted and absorbed the carbon.
The protohistoric Early Iron Age in Sri Lanka lasted from 1000 BC to 600 BC. however, evidence of Iron usage was found in Excavation of a Protohistoric Canoe burial Site in Haldummulla and has been dated to 2400 BC. Radiocarbon evidence has been collected from Anuradhapura and Aligala shelter in Sigiriya. The Anuradhapura settlement is recorded to extend by 800 BC and grew to by 700–600 BC to become a town. The skeletal remains of an Early Iron Age chief were excavated in Anaikoddai, Jaffna. The name 'Ko Veta' is engraved in Brahmi script on a seal buried with the skeleton and is assigned by the excavators to the 3rd century BC. Ko, meaning "King" in Tamil, is comparable to such names as Ko Atan and Ko Putivira occurring in contemporary Brahmi inscriptions in south India. It is also speculated that Early Iron Age sites may exist in Kandarodai, Matota, Pilapitiya and Tissamaharama.
Archaeology in Thailand at sites Ban Don Ta Phet and Khao Sam Kaeo yielding metallic, stone, and glass artifacts stylistically associated with the Indian subcontinent suggest Indianization of Southeast Asia beginning in the 4th to 2nd centuries BC during the late Iron Age.
In Philippines and Vietnam, the Sa Huynh culture showed evidence of an extensive trade network. Sa Huynh beads were made from glass, carnelian, agate, olivine, zircon, gold and garnet; most of these materials were not local to the region and were most likely imported. Han-Dynasty-style bronze mirrors were also found in Sa Huynh sites. Conversely, Sa Huynh produced ear ornaments have been found in archaeological sites in Central Thailand, Taiwan (Orchid Island).
In Sub-Saharan Africa, where there was no continent-wide universal Bronze Age, the use of iron succeeded immediately the use of stone.
Metallurgy was characterized by the absence of a Bronze Age, and the transition from stone to iron in tool substances. Early evidence for iron technology in Sub-Saharan Africa can be found at sites such as KM2 and KM3 in northwest Tanzania. Nubia was one of the relatively few places in Africa to have a sustained Bronze Age along with Egypt and much of the rest of North Africa.
Very early copper and bronze working sites in Niger may date to as early as 1500 BC. There is also evidence of iron metallurgy in Termit, Niger from around this period.
Nubia was a major manufacturer and exporter of iron after the expulsion of the Nubian dynasty from Egypt by the Assyrians in the 7th century BC.
Though there is some uncertainty, some archaeologists believe that iron metallurgy was developed independently in sub-Saharan West Africa, separately from Eurasia and neighboring parts of North And Northeast Africa.
Archaeological sites containing iron smelting furnaces and slag have also been excavated at sites in the Nsukka region of southeast Nigeria in what is now Igboland: dating to 2000 BC at the site of Lejja (Eze-Uzomaka 2009) and to 750 BC and at the site of Opi (Holl 2009). The site of Gbabiri (in the Central African Republic) has yielded evidence of iron metallurgy, from a reduction furnace and blacksmith workshop; with earliest dates of 896-773 BC and 907-796 BC respectively. Similarly, smelting in bloomery-type furnaces appear in the Nok culture of central Nigeria by about 550 BC and possibly a few centuries earlier.
Iron and copper working in Sub-Saharan Africa spread south and east from Central Africa in conjunction with the Bantu expansion, from the Cameroon region to the African Great Lakes in the 3rd century BC, reaching the Cape around AD 400.
However, iron working may have been practiced in Central Africa as early as the 3rd millennium BC.
Instances of carbon steel based on complex preheating principles were found to be in production around the 1st century AD in northwest Tanzania.
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https://en.wikipedia.org/wiki?curid=14711
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EFnet
EFnet or Eris-Free network is a major Internet Relay Chat (IRC) network, with more than 35,000 users. It is the modern-day descendant of the original IRC network.
Initially, most IRC servers formed a single IRC network, to which new servers could join without restriction, but this was soon abused by people who set up servers to sabotage other users, channels, or servers. Restriction grew and, in August 1990, codice_1 was the last server indiscriminately allowing other servers to join it, Eris being the Greek goddess of strife and discord.
A group of operators, with the support of Jarkko Oikarinen, introduced a new "Q-line" into their server configurations, to "quarantine" themselves away from eris by disconnecting from any subset of the IRC network as soon as they saw eris there.
For a few days, the entire IRC network suffered frequent netsplits, but eventually the majority of servers added the Q-line and effectively created a new separate IRC net called "EFnet" (Eris-Free Network); the remaining servers which stayed connected to eris (and thus were no longer able to connect to EFnet servers) were called "A-net" (Anarchy Network). A-net soon vanished, leaving EFnet as the only IRC network.
Continuing problems with performance and abuse eventually led to the rise of another major IRC network, Undernet, which split off in October 1992.
In July 1996, disagreement on policy caused EFnet to break in two: the slightly larger European half (including Australia and Japan) formed IRCnet, while the American servers continued as EFnet. This was known as The Great Split.
In July 2001, after a string of DDoS attacks a service called "CHANFIX" (originally "JUPES") was created, which is designed to give back ops to channels which have lost ops or been taken over.
In 2007, various EFnet servers began implementing SSL.
February 2009 saw the introduction of a new "CHANFIX" module called "OPME", a mechanism for EFnet Admins to use to restore ops in an opless channel. It was proposed by Douglas Boldt to provide a much cleaner alternative to masskill, which was unnecessarily invasive and disruptive to the network.
Later in 2009, some major IRC servers were delinked: codice_2, codice_3, codice_4, EFnet's only UK server codice_5, and EFnet's only UK hub codice_6, which were sponsored by Demon Internet.
In September 2010, the two western regions of the network (United States and Canada) merged into the North American region. While the North American and European regions are technically independent of each other, today many issues within EFnet are handled at a global level.
On April 1, 2018, as an April Fools' joke, the 1990s IRC server eris.Berkeley.EDU server was resurrected. Some EFnet admins worked with the OCF department of UC Berkeley for months to resurrect the server for April Fools. Only a very few EFnet staff were aware of the efforts and the server was linked in via a defunct H:line for the (normally) leaf (client-only) server codice_7, bypassing the normal linking procedure. As of 12:30 UTC on April 01 2018, eris.Berkeley.EDU was once again a valid IRC server on the "Eris Free" IRC network and accepted clients. At the same time, efnet.org begin redirecting to erisnet.org.. eris.Berkeley.EDU delinked on April 02 2018 at 19:50 UTC.
EFnet has large variations in rules and policy between different servers as well as the two major regions (EU and NA). Both have their own policy structure, and each region votes on their own server applications. However, central policies are voted upon by the server admin community which is archived for referencing.
Due to EFnet's nature, it has gained recognition over the years for warez, hackers, and DoS attacks.
EFnet has always been known for its lack of IRC services that other IRC networks support (such as NickServ and ChanServ, although it had a NickServ until April 8, 1994). Instead, the "CHANFIX" service was introduced to fix "opless" channels.
Most servers on EFnet run ircd-ratbox with one running ircd-hybrid.
EFnet's channel operators are generally free to run their channels however they see fit without the intervention of IRC operators. IRC ops are primarily there to handle network and server related issues, and rarely get involved with channel-level issues.
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https://en.wikipedia.org/wiki?curid=14712
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Undernet
The Undernet is the fourth largest publicly monitored Internet Relay Chat (IRC) network, c. 2016, with about 19 client servers serving 17,444 users in 6621 channels at any given time.
IRC clients can connect to Undernet via the global round robin irc.undernet.org, the region-specific round robins us.undernet.org and eu.undernet.org, or a specific server from the server list.
Undernet was established in October 1992 by Danny Mitchell, Donald Lambert, and Laurent Demally as an experimental network running a modified version of the EFnet irc2.7 IRCd software, created in an attempt to make it less bandwidth-consumptive and less chaotic, as netsplits and takeovers were starting to plague EFnet. The Undernet IRC daemon became known as "ircu". Undernet was formed at a time when many small IRC networks were being started and subsequently disappearing; however, it managed to grow into one of the largest and oldest IRC networks despite some initial in-fighting and setbacks. For a period in 1994, Undernet was wracked by an ongoing series of flame wars. Again in 2001, it was threatened by automated heavy spamming of its users for potential commercial gain. Undernet survived these periods relatively intact and its popularity continues to the present day.
It is notable as being the first network to utilize timestamping, originally made by Carlo Wood, in the IRC server protocol as a means to curb abuse.
Undernet uses GNUworld to provide X, its channel service bot. X operates on a username basis; a username is independent from a nickname, which cannot be registered on Undernet.
As Undernet limits channel registration to "established channels" or channels with an active userbase, Undernet introduced a version of "ChanFix" (under the nickname "C") designed to work like EFNet's CHANFIX. Its use is to protect unregistered channels. ChanFix tracks channel op usage by username basis and restores ops if channels become opless or are taken over.
Undernet also runs an open proxy scanner. This scans users currently connecting to the network for open WinGate, SOCKS version 4/5, and HTTP proxy servers. IP addresses hosting open proxy servers are automatically G-lined from the network. These changes were put in place after the 2001 Denial-of-service attacks almost destroyed the network and left Undernet without the registered channel service bot for months. In 2010, Undernet also started to g-line Tor exit nodes, instead of assigning those users a cloak like e.g. Quakenet.
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https://en.wikipedia.org/wiki?curid=14713
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DALnet
DALnet is an Internet Relay Chat (IRC) network made up of 33 servers, with a stable population of approximately 8,000 users in about 7,000 channels.
DALnet is accessible by connecting with an IRC client to an active DALnet server on ports 6660 through 6669, and 7000. SSL users can connect on port 6697 as well. The generic round-robin address is irc.dal.net.
DALnet was founded in July 1994 by members of the EFnet #startrek channel. This new network was known as "dal's net", after the nickname used by the administrator of the first IRC server on the network, "dalvenjah", taken from the dragon "Dalvenjah Foxfire", in a fantasy novel by Thorarinn Gunnarsson. The network was soon renamed from dal's net to DALnet.
In contrast to other IRC networks of the time, in 1995 DALnet implemented "services", a system that enforced IRC nickname and channel registrations. Traditionally, on IRC, anybody can own a channel or a nickname; if no one is using it, it can be used by anyone who chooses to do so. On DALnet, however, this was no longer the case. This service—which many users saw as a way of firmly establishing their online identities—was a significant factor in DALnet's popularity and afforded the network a distinctive reputation among IRCers. While attempts to implement a similar system had been made before and other networks have since developed registration services of their own, at the time DALnet's successful decision to allow and enforce nickname and channel registration was considered to be unique and even controversial, as it went against established practice.
From 25 users in July 1994, the number of users grew to 1,000 by November 1995, 5,000 by June 1996, 10,000 by December 1996, 50,000 by October 1999, 100,000 in November 2001, and peaked around 142,000 in April 2002, by which time the network had 44 servers. At that point DALnet was one of the four biggest IRC networks.
The network was severely disrupted in late 2002 and early 2003 by distributed denial of service (DDoS) attacks. Added to the DDoS issues was the fact that the owner of twisted.dal.net (the world's largest single IRC server, hosting more than 50,000 clients most of the time) delinked his servers (for personal reasons). The other servers on the network could not absorb the extra client load, leading to users' complete inability to connect to DALnet. The network was first crushed by attacks, and then by its own user base.
It was around this time that DALnet closed many of their channels that were dedicated to serving content such as MP3 files and movies. File transfers were still allowed but not on a large scale. This raised suspicion as to whether DALnet was being targeted by the RIAA, although this was not true, but a precautionary measure.
In 2003, DALnet put up their first anycast servers under the name "The IX Concept", and made irc.dal.net resolve to the anycast IP. Since then, most new client servers linked are anycast.
The main characteristics of DALnet is its ChanServ services which was invented on DALnet in 1995. Along with NickServ it gave a solid ground for usability and security on IRC where users got the ability to register their nicknames and their channels.
DALnet is also developing and running on its own ircd software called Bahamut which is based on ircd-hybrid and Dreamforge and was first live in the early 2000s. The name Bahamut comes from a silver-white dragon with blue eyes standing for protection, wisdom, justice and hope in Dungeons & Dragons.
The network is widely regarded as the most "friendly" of the major IRC networks.
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https://en.wikipedia.org/wiki?curid=14715
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BitchX
BitchX is a free IRC client and has been considered to be the most popular ircII-based IRC client. The initial implementation, written by "Trench" and "HappyCrappy", was a script for the IrcII chat client. It was converted to a program in its own right by panasync (Colten Edwards). BitchX 1.1 final was released in 2004. It is written in C and is a TUI application utilizing ncurses. GTK+ toolkit support has been dropped. It works on all Unix-like operating systems, and is distributed under a BSD license. It is originally based on ircII-EPIC and eventually it was merged into the EPIC IRC client. It supports IPv6, multiple servers and SSL and a subset of UTF-8 (characters contained in ISO-8859-1) with an unofficial patch.
BitchX has frequently been noted to be a popular IRC client for Unix-like systems.
The latest official release is version 1.2
BitchX does not yet support Unicode.
It was known that early versions of BitchX were vulnerable to a denial-of-service attack in that they could be caused to crash by passing specially-crafted strings as arguments to certain IRC commands. This was before format string attacks became a well-known class of vulnerability.
The previous version of BitchX, released in 2004, has security problems allowing remote IRC servers to execute arbitrary code on the client's machine (CVE-2007-3360, CVE-2007-4584).
On April 26, 2009, Slackware removed BitchX from its distribution, citing the numerous unresolved security issues.
The aforementioned vulnerabilities were fixed in the sources for the 1.2 release.
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https://en.wikipedia.org/wiki?curid=14716
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MIRC
mIRC is an Internet Relay Chat (IRC) client for Windows, created in 1995. It is a fully functional chat utility, and its integrated scripting language makes it extensible and versatile.
mIRC has been described as "one of the most popular IRC clients available for Windows." It has been downloaded over 40 million times from CNET's Download.com service. In 2003, Nielsen/NetRatings ranked mIRC among the top ten most popular Internet applications.
mIRC was created by Khaled Mardam-Bey (), a British programmer of Palestinian and Syrian origin. He began developing the software in late 1994, and released its first version on February 28, 1995.
Mardam-Bey states that he decided to create mIRC because he felt the first IRC clients for Windows lacked some basic IRC features. He then continued developing it due to the challenge and the fact that people appreciated his work. The author states that its subsequent popularity allowed him to make a living out of mIRC. mIRC is shareware and requires payment for registration after the 30-day evaluation period.
The developer states that version 5.91 is the final one to support 16-bit Windows; 6.35 is the last to support Windows 95, NT 4.0, 98, and ME. The current version supports Windows XP and later.
mIRC has a number of distinguishing features. One is its scripting language which is further developed with each version. The scripting language can be used to make minor changes to the program like custom commands (aliases), but can also be used to completely alter the behavior and appearance of mIRC. Another claimed feature is mIRC's file sharing abilities, via the DCC protocol, featuring a built-in file server.
Starting with mIRC 7.1, released on July 30, 2010, Unicode and IPv6 are supported.
mIRC's abilities and behaviors can be altered and extended using the embedded mIRC scripting language. mIRC includes its own GUI scripting editor, with help that has been described as "extremely detailed".
Due to the level of access the language has to a user's computer — for example, being able to rename and delete files — a number of abusive scripts have been made. One example of abuse was that executed with the $decode identifier which decodes a given encoded string. The issue was reported in August 2001; even five months later, users were still being reported as having fallen prey, tricked into executing commands on their systems which result in "handing control of [their] mIRC over to somebody else". This led to changes being made in mIRC version 6.17: according to the author, $decode is now disabled by default, and various other features which can be considered dangerous are now lockable.
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https://en.wikipedia.org/wiki?curid=14717
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HexChat
HexChat is an Internet Relay Chat client, forked from XChat. It has a choice of a tabbed document interface or tree interface, support for multiple servers, and numerous configuration options. Both command-line and graphical versions were available.
The client is available for Unix-like systems; derivatives with native support for macOS's Aqua interface are also available (see below).
XChat's main source code tree has not received any patches since 2013. In the past, some Linux distributions, such as Fedora, maintained their own versions to fix bugs, keep the program working and able to build, and to resolve security issues.
XChats' fork HexChat, formerly the Windows-specific X-Chat WDK, is installed by default on Linux Mint, and is still maintained, as of August 2018.
The Internet Relay Chat client offers a graphical user interface surrounding the basic chat window. It includes all basic functionality found in most other IRC clients, including nick completion, connecting to multiple servers, secure connections, Client-to-client protocol, Direct Client-to-Client file transfers and chats, and a plugin system for various programming languages (including at least C or C++, Perl, Python, Tcl, Ruby, Lua, CLISP, D, and DMDScript). Plugins allow extending the features and customization of the functionality of XChat.
The default view for the client window is referred to as "tree view", but can be configured for a tabbed interface instead. Tabs change color as text arrives, other users enter or leave channels, or another user addresses the user's nickname. The interface can display clickable operator ("op") commands and others, and allows customization of fonts, event sounds, timestamps, and logging. XChat implements all standard IRC commands (e.g. codice_1 or codice_2), as well as DCC chatting (codice_3), which allows chat to continue if the IRC server is disconnected.
The client runs on Unix-like operating systems, and many GNU/Linux distributions include packages in their repositories.
The main body of XChat code is licensed under the GNU General Public License. However, on August 23, 2004, the official build for Windows had become shareware, and had to be purchased after a 30-day trial period. Previous builds for Windows were removed from the official site. The authors stated that the shareware fee is required due to the excessive amount of time it took to make it compile under Windows. This created controversy as Peter Železný did not have the copyright to all of the code which he was claiming to re-license, as well as linking proprietary shareware enforcement code against GPL-licensed code, making the Windows version of XChat a violation of copyright law and the GPL.
However, since the Unix version of XChat's code is free software under the GPL, several free non-official builds for Windows are being maintained.
XChat has been described as popular, buildable for a variety of platforms. In its heyday it was rated one of the best IRC clients for Linux. "IRC Hacks: 100 Industrial-Strength Tips & Tools" goes into depth explaining its setup, configuration, and advanced features under Unix and macOS.
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https://en.wikipedia.org/wiki?curid=14718
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IRC takeover
An IRC channel takeover is an acquisition of IRC channel operator status by someone other than the channel's owner. It has largely been eliminated due to the increased use of services on IRC networks.
The most common variety of channel takeover uses disconnections caused by a netsplit; this is called riding the split. After such mass disconnections, a channel may be left without users, allowing the first rejoining user to recreate the channel and gain operator status. When the servers merge, any pre-existing operators retain their status, allowing the new user to kick out the original operators and take over the channel.
A simple prevention mechanism involves "timestamping" (abbreviated to "TS"), or checking the creation dates of the channels being merged. This was first implemented by Undernet (ircu) and is now common in many IRC servers. If both channels were created at the same time, all user statuses are retained when the two are combined; if one is newer than the other, special statuses are removed from those in the newer channel.
Additionally, a newer protection involving timestamping is used when a server splits away from the main network (when it no longer detects that IRC services are available), it disallows anyone creating a channel to be given operator privileges.
Another popular form of channel takeover abuses nickname collision protection, which keeps two users from having the same nickname at once. A user on one side of a netsplit takes the nickname of a target on the other side of the split; when the servers reconnect, the nicks collide and both users are kicked from the server. The attacker then reconnects or switches nicks in a second client while the target reconnects, and proceeds to jupe (or block) the target's nickname for a period of time.
User timestamping is often used to detect these kinds of attacks in a fashion similar to channel timestamping, with the user who selected that nickname later being kicked from the server. Another protection method, called "nickhold", disallows the use of recently split nicknames. This causes fewer kicks, but causes more inconvenience to users. For this reason, timestamping is generally more common. Some servers, such as ircd-ratbox, do both. IRC services and bots can also protect against such attacks by requiring that a password be supplied to use a certain nick. Users who do not provide a password are killed after a certain amount of time.
Other methods can be used to take over a channel, though they are unrelated to flaws in IRC itself; for example, cracking the computers of channel operators, compromising channel bot shell accounts, or obtaining services passwords through social engineering.
According to "Hypermedia Seduction for Terrorist Recruiting" (2007), exploiting ICMP ping responses from broadcast addresses at multiple hosts sharing an Internet address, and forging the ping packet's return address to match a target machine's address, a single malformed packet sent to the "smurf amplifier" will be echoed to the target machine. This has been used to take over IRC servers.
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https://en.wikipedia.org/wiki?curid=14720
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Irssi
Irssi ( (audio)) is an IRC client program for Linux, FreeBSD, macOS and Microsoft Windows. It was originally written by Timo Sirainen, and released under the terms of the GNU General Public License in January 1999.
Irssi is written in the C programming language and in normal operation uses a text-mode user interface.
According to the developers, Irssi was written from scratch, not based on ircII (like BitchX and epic). This freed the developers from having to deal with the constraints of an existing codebase, allowing them to maintain tighter control over issues such as security and customization. Numerous Perl scripts have been made available for Irssi to customise how it looks and operates. Plugins are available which add encryption and protocols such as ICQ and XMPP.
Irssi may be configured by using its user interface or by manually editing its configuration files, which use a syntax resembling Perl data structures.
Irssi was written primarily to run on Unix-like operating systems, and binaries and packages are available for Gentoo Linux, Debian, Slackware, SUSE (openSUSE), Frugalware, Fedora, FreeBSD, OpenBSD, NetBSD, DragonFly BSD, Solaris, Arch Linux, Ubuntu, NixOS, and others.
Irssi builds and runs on Microsoft Windows under Cygwin, and in 2006, an official Windows standalone build became available.
For the Unix-based macOS, text mode ports are available from the Homebrew, MacPorts, and Fink package managers, and two graphical clients have been written based on Irssi, IrssiX, and MacIrssi. The Cocoa client Colloquy was previously based on Irssi, but it now uses its own IRC core implementation.
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https://en.wikipedia.org/wiki?curid=14722
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Intellectual property
Intellectual property (IP) is a category of property that includes intangible creations of the human intellect. There are many types of intellectual property, and some countries recognize more than others. The most well-known types are copyrights, patents, trademarks, and trade secrets. Early precursors to some types of intellectual property existed in societies such as Ancient Rome, but the modern concept of intellectual property developed in England in the 17th and 18th centuries. The term "intellectual property" began to be used in the 19th century, though it was not until the late 20th century that intellectual property became commonplace in the majority of the world's legal systems.
The main purpose of intellectual property law is to encourage the creation of a wide variety of intellectual goods. To achieve this, the law gives people and businesses property rights to the information and intellectual goods they create, usually for a limited period of time. This gives economic incentive for their creation, because it allows people to profit from the information and intellectual goods they create. These economic incentives are expected to stimulate innovation and contribute to the technological progress of countries, which depends on the extent of protection granted to innovators.
The intangible nature of intellectual property presents difficulties when compared with traditional property like land or goods. Unlike traditional property, intellectual property is "indivisible", since an unlimited number of people can "consume" an intellectual good without it being depleted. Additionally, investments in intellectual goods suffer from problems of appropriation: a landowner can surround their land with a robust fence and hire armed guards to protect it, but a producer of information or literature can usually do very little to stop their first buyer from replicating it and selling it at a lower price. Balancing rights so that they are strong enough to encourage the creation of intellectual goods but not so strong that they prevent the goods' wide use is the primary focus of modern intellectual property law.
The Statute of Monopolies (1624) and the British Statute of Anne (1710) are seen as the origins of patent law and copyright respectively, firmly establishing the concept of intellectual property.
"Literary property" was the term predominantly used in the British legal debates of the 1760s and 1770s over the extent to which authors and publishers of works also had rights deriving from the common law of property ("Millar v Taylor" (1769), "Hinton v Donaldson" (1773), "Donaldson v Becket" (1774). The first known use of the term "intellectual property" dates to this time, when a piece published in the "Monthly Review" in 1769 used the phrase. The first clear example of modern usage goes back as early as 1808, when it was used as a heading title in a collection of essays.
The German equivalent was used with the founding of the North German Confederation whose constitution granted legislative power over the protection of intellectual property ("Schutz des geistigen Eigentums") to the confederation. When the administrative secretariats established by the Paris Convention (1883) and the Berne Convention (1886) merged in 1893, they located in Berne, and also adopted the term intellectual property in their new combined title, the United International Bureaux for the Protection of Intellectual Property.
The organization subsequently relocated to Geneva in 1960 and was succeeded in 1967 with the establishment of the World Intellectual Property Organization (WIPO) by treaty as an agency of the United Nations. According to legal scholar Mark Lemley, it was only at this point that the term really began to be used in the United States (which had not been a party to the Berne Convention), and it did not enter popular usage there until passage of the Bayh-Dole Act in 1980.
"The history of patents does not begin with inventions, but rather with royal grants by Queen Elizabeth I (1558–1603) for monopoly privileges. Approximately 200 years after the end of Elizabeth's reign, however, a patent represents a legal right obtained by an inventor providing for exclusive control over the production and sale of his mechanical or scientific invention. demonstrating the evolution of patents from royal prerogative to common-law doctrine."
The term can be found used in an October 1845 Massachusetts Circuit Court ruling in the patent case "Davoll et al. v. Brown.", in which Justice Charles L. Woodbury wrote that "only in this way can we protect intellectual property, the labors of the mind, productions and interests are as much a man's own...as the wheat he cultivates, or the flocks he rears." The statement that "discoveries are..property" goes back earlier. Section 1 of the French law of 1791 stated, "All new discoveries are the property of the author; to assure the inventor the property and temporary enjoyment of his discovery, there shall be delivered to him a patent for five, ten or fifteen years." In Europe, French author A. Nion mentioned "propriété intellectuelle" in his "Droits civils des auteurs, artistes et inventeurs", published in 1846.
Until recently, the purpose of intellectual property law was to give as little protection as possible in order to encourage innovation. Historically, therefore, they were granted only when they were necessary to encourage invention, limited in time and scope. This is mainly as a result of knowledge being traditionally viewed as a public good, in order to allow its extensive dissemination and improvement thereof.
The concept's origins can potentially be traced back further. Jewish law includes several considerations whose effects are similar to those of modern intellectual property laws, though the notion of intellectual creations as property does not seem to exist – notably the principle of Hasagat Ge'vul (unfair encroachment) was used to justify limited-term publisher (but not author) copyright in the 16th century. In 500 BCE, the government of the Greek state of Sybaris offered one year's patent "to all who should discover any new refinement in luxury".
According to Jean-Frédéric Morin, "the global intellectual property regime is currently in the midst of a paradigm shift". Indeed, up until the early 2000s the global IP regime used to be dominated by high standards of protection characteristic of IP laws from Europe or the United States, with a vision that uniform application of these standards over every country and to several fields with little consideration over social, cultural or environmental values or of the national level of economic development. Morin argues that "the emerging discourse of the global IP regime advocates for greater policy flexibility and greater access to knowledge, especially for developing countries." Indeed, with the Development Agenda adopted by WIPO in 2007, a set of 45 recommendations to adjust WIPO's activities to the specific needs of developing countries and aim to reduce distortions especially on issues such as patients’ access to medicines, Internet users’ access to information, farmers’ access to seeds, programmers’ access to source codes or students’ access to scientific articles. However, this paradigm shift has not yet manifested itself in concrete legal reforms at the international level.
Similarly, it is based on these background that the Trade-Related Aspects of Intellectual Property Rights (TRIPS) agreement requires members of the WTO to set minimum standards of legal protection, but its objective to have a “one-fits-all” protection law on Intellectual Property has been viewed with controversies regarding differences in the development level of countries. Despite the controversy, the agreement has extensively incorporated intellectual property rights into the global trading system for the first time in 1995, and has prevailed as the most comprehensive agreement reached by the world.
Intellectual property rights include patents, copyright, industrial design rights, trademarks, plant variety rights, trade dress, geographical indications, and in some jurisdictions trade secrets. There are also more specialized or derived varieties of "sui generis" exclusive rights, such as circuit design rights (called mask work rights in the US), supplementary protection certificates for pharmaceutical products (after expiry of a patent protecting them), and database rights (in European law). The term "industrial property" is sometimes used to refer to a large subset of intellectual property rights including patents, trademarks, industrial designs, utility models, service marks, trade names, and geographical indications.
A patent is a form of right granted by the government to an inventor or their successor-in-title, giving the owner the right to exclude others from making, using, selling, offering to sell, and importing an invention for a limited period of time, in exchange for the public disclosure of the invention. An invention is a solution to a specific technological problem, which may be a product or a process and generally has to fulfill three main requirements: it has to be new, not obvious and there needs to be an industrial applicability. To enrich the body of knowledge and stimulate innovation, it is an obligation for patent owners to disclose valuable information about their inventions to the public.
A copyright gives the creator of an original work exclusive rights to it, usually for a limited time. Copyright may apply to a wide range of creative, intellectual, or artistic forms, or "works". Copyright does not cover ideas and information themselves, only the form or manner in which they are expressed.
An industrial design right (sometimes called "design right" or "design patent") protects the visual design of objects that are not purely utilitarian. An industrial design consists of the creation of a shape, configuration or composition of pattern or color, or combination of pattern and color in three-dimensional form containing aesthetic value. An industrial design can be a two- or three-dimensional pattern used to produce a product, industrial commodity or handicraft. Generally speaking, it is what makes a product look appealing, and as such, it increases the commercial value of goods.
Plant breeders' rights or plant variety rights are the rights to commercially use a new variety of a plant. The variety must amongst others be novel and distinct and for registration the evaluation of propagating material of the variety is considered.
A trademark is a recognizable sign, design or expression which distinguishes products or services of a particular trader from similar products or services of other traders.
Trade dress is a legal term of art that generally refers to characteristics of the visual and aesthetic appearance of a product or its packaging (or even the design of a building) that signify the source of the product to consumers.
A trade secret is a formula, practice, process, design, instrument, pattern, or compilation of information which is not generally known or reasonably ascertainable, by which a business can obtain an economic advantage over competitors and customers. There is no formal government protection granted; each business must take measures to guard its own trade secrets (e.g., Formula of its soft drinks is a trade secret for Coca-Cola.)
The main purpose of intellectual property law is to encourage the creation of a wide variety of intellectual goods for consumers. To achieve this, the law gives people and businesses property rights to the information and intellectual goods they create, usually for a limited period of time. Because they can then profit from them, this gives economic incentive for their creation. The intangible nature of intellectual property presents difficulties when compared with traditional property like land or goods. Unlike traditional property, intellectual property is indivisible – an unlimited number of people can "consume" an intellectual good without it being depleted. Additionally, investments in intellectual goods suffer from problems of appropriation – while a landowner can surround their land with a robust fence and hire armed guards to protect it, a producer of information or an intellectual good can usually do very little to stop their first buyer from replicating it and selling it at a lower price. Balancing rights so that they are strong enough to encourage the creation of information and intellectual goods but not so strong that they prevent their wide use is the primary focus of modern intellectual property law.
By exchanging limited exclusive rights for disclosure of inventions and creative works, society and the patentee/copyright owner mutually benefit, and an incentive is created for inventors and authors to create and disclose their work. Some commentators have noted that the objective of intellectual property legislators and those who support its implementation appears to be "absolute protection". "If some intellectual property is desirable because it encourages innovation, they reason, more is better. The thinking is that creators will not have sufficient incentive to invent unless they are legally entitled to capture the full social value of their inventions". This absolute protection or full value view treats intellectual property as another type of "real" property, typically adopting its law and rhetoric. Other recent developments in intellectual property law, such as the America Invents Act, stress international harmonization. Recently there has also been much debate over the desirability of using intellectual property rights to protect cultural heritage, including intangible ones, as well as over risks of commodification derived from this possibility. The issue still remains open in legal scholarship.
These exclusive rights allow owners of intellectual property to benefit from the property they have created, providing a financial incentive for the creation of an investment in intellectual property, and, in case of patents, pay associated research and development costs. In the United States Article I Section 8 Clause 8 of the Constitution, commonly called the Patent and Copyright Clause, reads; "The Congress shall have power 'To promote the progress of science and useful arts, by securing for limited times to authors and inventors the exclusive right to their respective writings and discoveries.'" ”Some commentators, such as David Levine and Michele Boldrin, dispute this justification.
In 2013 the United States Patent & Trademark Office approximated that the worth of intellectual property to the U.S. economy is more than US $5 trillion and creates employment for an estimated 18 million American people. The value of intellectual property is considered similarly high in other developed nations, such as those in the European Union. In the UK, IP has become a recognised asset class for use in pension-led funding and other types of business finance. However, in 2013, the UK Intellectual Property Office stated: "There are millions of intangible business assets whose value is either not being leveraged at all, or only being leveraged inadvertently".
The WIPO treaty and several related international agreements underline that the protection of intellectual property rights is essential to maintaining economic growth. The "WIPO Intellectual Property Handbook" gives two reasons for intellectual property laws:
One is to give statutory expression to the moral and economic rights of creators in their creations and the rights of the public in access to those creations. The second is to promote, as a deliberate act of Government policy, creativity and the dissemination and application of its results and to encourage fair trading which would contribute to economic and social development.
The Anti-Counterfeiting Trade Agreement (ACTA) states that "effective enforcement of intellectual property rights is critical to sustaining economic growth across all industries and globally".
Economists estimate that two-thirds of the value of large businesses in the United States can be traced to intangible assets. "IP-intensive industries" are estimated to generate 72 percent more value added (price minus material cost) per employee than "non-IP-intensive industries".
A joint research project of the WIPO and the United Nations University measuring the impact of IP systems on six Asian countries found "a positive correlation between the strengthening of the IP system and subsequent economic growth."
According to Article 27 of the Universal Declaration of Human Rights, "everyone has the right to the protection of the moral and material interests resulting from any scientific, literary or artistic production of which he is the author". Although the relationship between intellectual property and human rights is a complex one, there are moral arguments for intellectual property.
The arguments that justify intellectual property fall into three major categories. Personality theorists believe intellectual property is an extension of an individual. Utilitarians believe that intellectual property stimulates social progress and pushes people to further innovation. Lockeans argue that intellectual property is justified based on deservedness and hard work.
Various moral justifications for private property can be used to argue in favor of the morality of intellectual property, such as:
Lysander Spooner (1855) argues "that a man has a natural and absolute right—and if a natural and absolute, then necessarily a perpetual, right—of property, in the ideas, of which he is the discoverer or creator; that his right of property, in ideas, is intrinsically the same as, and stands on identically the same grounds with, his right of property in material things; that no distinction, of principle, exists between the two cases".
Writer Ayn Rand argued in her book "" that the protection of intellectual property is essentially a moral issue. The belief is that the human mind itself is the source of wealth and survival and that all property at its base is intellectual property. To violate intellectual property is therefore no different morally than violating other property rights which compromises the very processes of survival and therefore constitutes an immoral act.
Violation of intellectual property rights, called "infringement" with respect to patents, copyright, and trademarks, and "misappropriation" with respect to trade secrets, may be a breach of civil law or criminal law, depending on the type of intellectual property involved, jurisdiction, and the nature of the action.
As of 2011 trade in counterfeit copyrighted and trademarked works was a $600 billion industry worldwide and accounted for 5–7% of global trade.
Patent infringement typically is caused by using or selling a patented invention without permission from the patent holder. The scope of the patented invention or the extent of protection is defined in the claims of the granted patent. There is safe harbor in many jurisdictions to use a patented invention for research. This safe harbor does not exist in the US unless the research is done for purely philosophical purposes, or in order to gather data in order to prepare an application for regulatory approval of a drug. In general, patent infringement cases are handled under civil law (e.g., in the United States) but several jurisdictions incorporate infringement in criminal law also (for example, Argentina, China, France, Japan, Russia, South Korea).
Copyright infringement is reproducing, distributing, displaying or performing a work, or to make derivative works, without permission from the copyright holder, which is typically a publisher or other business representing or assigned by the work's creator. It is often called "piracy". While copyright is created the instant a work is fixed, generally the copyright holder can only get money damages if the owner registers the copyright. Enforcement of copyright is generally the responsibility of the copyright holder. The ACTA trade agreement, signed in May 2011 by the United States, Japan, Switzerland, and the EU, and which has not entered into force, requires that its parties add criminal penalties, including incarceration and fines, for copyright and trademark infringement, and obligated the parties to actively police for infringement. There are limitations and exceptions to copyright, allowing limited use of copyrighted works, which does not constitute infringement. Examples of such doctrines are the fair use and fair dealing doctrine.
Trademark infringement occurs when one party uses a trademark that is identical or confusingly similar to a trademark owned by another party, in relation to products or services which are identical or similar to the products or services of the other party. In many countries, a trademark receives protection without registration, but registering a trademark provides legal advantages for enforcement. Infringement can be addressed by civil litigation and, in several jurisdictions, under criminal law.
Trade secret misappropriation is different from violations of other intellectual property laws, since by definition trade secrets are secret, while patents and registered copyrights and trademarks are publicly available. In the United States, trade secrets are protected under state law, and states have nearly universally adopted the Uniform Trade Secrets Act. The United States also has federal law in the form of the Economic Espionage Act of 1996 (), which makes the theft or misappropriation of a trade secret a federal crime. This law contains two provisions criminalizing two sorts of activity. The first, , criminalizes the theft of trade secrets to benefit foreign powers. The second, , criminalizes their theft for commercial or economic purposes. (The statutory penalties are different for the two offenses.) In Commonwealth common law jurisdictions, confidentiality and trade secrets are regarded as an equitable right rather than a property right but penalties for theft are roughly the same as in the United States.
Criticism of the term "intellectual property" ranges from discussing its vagueness and abstract overreach to direct contention to the semantic validity of using words like "property" and "rights" in fashions that contradict practice and law. Many detractors think this term specially serves the doctrinal agenda of parties opposing reform in the public interest or otherwise abusing related legislations; and that it disallows intelligent discussion about specific and often unrelated aspects of copyright, patents, trademarks, etc.
Free Software Foundation founder Richard Stallman argues that, although the term "intellectual property" is in wide use, it should be rejected altogether, because it "systematically distorts and confuses these issues, and its use was and is promoted by those who gain from this confusion". He claims that the term "operates as a catch-all to lump together disparate laws [which] originated separately, evolved differently, cover different activities, have different rules, and raise different public policy issues" and that it creates a "bias" by confusing these monopolies with ownership of limited physical things, likening them to "property rights". Stallman advocates referring to copyrights, patents and trademarks in the singular and warns against abstracting disparate laws into a collective term. He argues that "to avoid spreading unnecessary bias and confusion, it is best to adopt a firm policy not to speak or even think in terms of 'intellectual property'."
Similarly, economists Boldrin and Levine prefer to use the term "intellectual monopoly" as a more appropriate and clear definition of the concept, which they argue, is very dissimilar from property rights. They further argued that “stronger patents do little or nothing to encourage innovation”, mainly explained by its tendency to create market monopolies, thereby restricting further innovations and technology transfer.
On the assumption that intellectual property rights are actual rights, Stallman says that this claim does not live to the historical intentions behind these laws, which in the case of copyright served as a censorship system, and later on, a regulatory model for the printing press that may have benefited authors incidentally, but never interfered with the freedom of average readers. Still referring to copyright, he cites legal literature such as the United States Constitution and case law to demonstrate that the law is meant to be an optional and experimental bargain to temporarily trade property rights and free speech for public, not private, benefits in the form of increased artistic production and knowledge. He mentions that "if copyright were a natural right nothing could justify terminating this right after a certain period of time".
Law professor, writer and political activist Lawrence Lessig, along with many other copyleft and free software activists, has criticized the implied analogy with physical property (like land or an automobile). They argue such an analogy fails because physical property is generally rivalrous while intellectual works are non-rivalrous (that is, if one makes a copy of a work, the enjoyment of the copy does not prevent enjoyment of the original). Other arguments along these lines claim that unlike the situation with tangible property, there is no natural scarcity of a particular idea or information: once it exists at all, it can be re-used and duplicated indefinitely without such re-use diminishing the original. Stephan Kinsella has objected to "intellectual property" on the grounds that the word "property" implies scarcity, which may not be applicable to ideas.
Entrepreneur and politician Rickard Falkvinge and hacker Alexandre Oliva have independently compared George Orwell's fictional dialect Newspeak to the terminology used by intellectual property supporters as a linguistic weapon to shape public opinion regarding copyright debate and DRM.
In civil law jurisdictions, intellectual property has often been referred to as intellectual rights, traditionally a somewhat broader concept that has included moral rights and other personal protections that cannot be bought or sold. Use of the term "intellectual rights" has declined since the early 1980s, as use of the term "intellectual property" has increased.
Alternative terms "monopolies on information" and "intellectual monopoly" have emerged among those who argue against the "property" or "intellect" or "rights" assumptions, notably Richard Stallman. The backronyms "intellectual protectionism" and "intellectual poverty", whose initials are also "IP", have found supporters as well, especially among those who have used the backronym "digital restrictions management".
The argument that an intellectual property right should (in the interests of better balancing of relevant private and public interests) be termed an "intellectual monopoly privilege" (IMP) has been advanced by several academics including Birgitte Andersen and Thomas Alured Faunce.
Some critics of intellectual property, such as those in the free culture movement, point at intellectual monopolies as harming health (in the case of pharmaceutical patents), preventing progress, and benefiting concentrated interests to the detriment of the masses, and argue that the public interest is harmed by ever-expansive monopolies in the form of copyright extensions, software patents, and business method patents. More recently scientists and engineers are expressing concern that patent thickets are undermining technological development even in high-tech fields like nanotechnology.
Petra Moser has asserted that historical analysis suggests that intellectual property laws may harm innovation:
Overall, the weight of the existing historical evidence suggests that patent policies, which grant strong intellectual property rights to early generations of inventors, may discourage innovation. On the contrary, policies that encourage the diffusion of ideas and modify patent laws to facilitate entry and encourage competition may be an effective mechanism to encourage innovation.
In support of that argument, Jörg Baten, Nicola Bianchi and Petra Moser find historical evidence that especially compulsory licensing – which allows governments to license patents without the consent of patent-owners – encouraged invention in Germany in the early 20th century by increasing the threat of competition in fields with low pre-existing levels of competition.
Peter Drahos notes, "Property rights confer authority over resources. When authority is granted to the few over resources on which many depend, the few gain power over the goals of the many. This has consequences for both political and economic freedoms with in a society."
The World Intellectual Property Organization (WIPO) recognizes that conflicts may exist between the respect for and implementation of current intellectual property systems and other human rights. In 2001 the UN Committee on Economic, Social and Cultural Rights issued a document called "Human rights and intellectual property" that argued that intellectual property tends to be governed by economic goals when it should be viewed primarily as a social product; in order to serve human well-being, intellectual property systems must respect and conform to human rights laws. According to the Committee, when systems fail to do so they risk infringing upon the human right to food and health, and to cultural participation and scientific benefits. In 2004 the General Assembly of WIPO adopted "The Geneva Declaration on the Future of the World Intellectual Property Organization" which argues that WIPO should "focus more on the needs of developing countries, and to view IP as one of many tools for development—not as an end in itself".
Ethical problems are most pertinent when socially valuable goods like life-saving medicines are given IP protection. While the application of IP rights can allow companies to charge higher than the marginal cost of production in order to recoup the costs of research and development, the price may exclude from the market anyone who cannot afford the cost of the product, in this case a life-saving drug. "An IPR driven regime is therefore not a regime that is conductive to the investment of R&D of products that are socially valuable to predominately poor populations".
Libertarians have differing views on intellectual property. Stephan Kinsella, an anarcho-capitalist on the right-wing of libertarianism, argues against intellectual property because allowing property rights in ideas and information creates artificial scarcity and infringes on the right to own tangible property. Kinsella uses the following scenario to argue this point:
[I]magine the time when men lived in caves. One bright guy—let's call him Galt-Magnon—decides to build a log cabin on an open field, near his crops. To be sure, this is a good idea, and others notice it. They naturally imitate Galt-Magnon, and they start building their own cabins. But the first man to invent a house, according to IP advocates, would have a right to prevent others from building houses on their own land, with their own logs, or to charge them a fee if they do build houses. It is plain that the innovator in these examples becomes a partial owner of the tangible property (e.g., land and logs) of others, due not to first occupation and use of that property (for it is already owned), but due to his coming up with an idea. Clearly, this rule flies in the face of the first-user homesteading rule, arbitrarily and groundlessly overriding the very homesteading rule that is at the foundation of all property rights.
Thomas Jefferson once said in a letter to Isaac McPherson on August 13, 1813:
"If nature has made any one thing less susceptible than all others of exclusive property, it is the action of the thinking power called an idea, which an individual may exclusively possess as long as he keeps it to himself; but the moment it is divulged, it forces itself into the possession of every one, and the receiver cannot dispossess himself of it. Its peculiar character, too, is that no one possesses the less, because every other possesses the whole of it. He who receives an idea from me, receives instruction himself without lessening mine; as he who lights his taper at mine, receives light without darkening me."
In 2005 the RSA launched the Adelphi Charter, aimed at creating an international policy statement to frame how governments should make balanced intellectual property law.
Another aspect of current U.S. Intellectual Property legislation is its focus on individual and joint works; thus, copyright protection can only be obtained in 'original' works of authorship.
Other criticism of intellectual property law concerns the expansion of intellectual property, both in duration and in scope.
In addition, as scientific knowledge has expanded and allowed new industries to arise in fields such as biotechnology and nanotechnology, originators of technology have sought IP protection for the new technologies. Patents have been granted for living organisms, and in the United States, certain living organisms have been patentable for over a century.
The increase in terms of protection is particularly seen in relation to copyright, which has recently been the subject of serial extensions in the United States and in Europe. With no need for registration or copyright notices, this is thought to have led to an increase in orphan works (copyrighted works for which the copyright owner cannot be contacted), a problem that has been noticed and addressed by governmental bodies around the world.
Also with respect to copyright, the American film industry helped to change the social construct of intellectual property via its trade organization, the Motion Picture Association of America. In amicus briefs in important cases, in lobbying before Congress, and in its statements to the public, the MPAA has advocated strong protection of intellectual-property rights. In framing its presentations, the association has claimed that people are entitled to the property that is produced by their labor. Additionally Congress's awareness of the position of the United States as the world's largest producer of films has made it convenient to expand the conception of intellectual property. These doctrinal reforms have further strengthened the industry, lending the MPAA even more power and authority.
The growth of the Internet, and particularly distributed search engines like Kazaa and Gnutella, have represented a challenge for copyright policy. The Recording Industry Association of America, in particular, has been on the front lines of the fight against copyright infringement, which the industry calls "piracy". The industry has had victories against some services, including a highly publicized case against the file-sharing company Napster, and some people have been prosecuted for sharing files in violation of copyright. The electronic age has seen an increase in the attempt to use software-based digital rights management tools to restrict the copying and use of digitally based works. Laws such as the Digital Millennium Copyright Act have been enacted that use criminal law to prevent any circumvention of software used to enforce digital rights management systems. Equivalent provisions, to prevent circumvention of copyright protection have existed in EU for some time, and are being expanded in, for example, Article 6 and 7 the Copyright Directive. Other examples are Article 7 of the Software Directive of 1991 (91/250/EEC), and the Conditional Access Directive of 1998 (98/84/EEC). This can hinder legal uses, affecting public domain works, limitations and exceptions to copyright, or uses allowed by the copyright holder. Some copyleft licenses, like GNU GPL 3, are designed to counter that. Laws may permit circumvention under specific conditions like when it is necessary to achieve interoperability with the circumventor's program, or for accessibility reasons; however, distribution of circumvention tools or instructions may be illegal.
In the context of trademarks, this expansion has been driven by international efforts to harmonise the definition of "trademark", as exemplified by the Agreement on Trade-Related Aspects of Intellectual Property Rights ratified in 1994, which formalized regulations for IP rights that had been handled by common law, or not at all, in member states. Pursuant to TRIPs, any sign which is "capable of distinguishing" the products or services of one business from the products or services of another business is capable of constituting a trademark.
Intellectual property has become a core tool in corporate tax planning and tax avoidance. IP is a key component of the leading multinational tax avoidance base erosion and profit shifting (BEPS) tools, which the OECD estimates costs $100–240 billion in lost annual tax revenues, and includes:
In 2017–2018, both the U.S. and the EU Commission simultaneously decided to depart from the OECD BEPS Project timetable, which was set up in 2013 to combat IP BEPS tax tools like the above, and launch their own anti-IP BEPS tax regimes:
The departure of the U.S. and EU Commission from the OECD BEPS Project process, is attributed to frustrations with the rise in IP as a key BEPS tax tool, creating intangible assets, which are then turned into royalty payment BEPS schemes (double Irish), and/or capital allowance BEPS schemes (capital allowances for intangibles). In contrast, the OECD has spent years developing and advocating intellectual property as a legal and a GAAP accounting concept.
The EU Commission's €13 billion fine of Apple's pre-2015 double Irish IP BEPS tax scheme, is the largest corporate tax fine in history.
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Great Famine (Ireland)
The Great Famine ( ), or the Great Hunger, was a period of mass starvation and disease in Ireland from 1845 to 1849. With the most severely affected areas in the west and south of Ireland, where the Irish language was dominant, the period was contemporaneously known in Irish as , loosely translated as the "hard times" (or literally, "The Bad Life"). The worst year of the period was 1847, known as "Black '47". During the famine, about one million people died and a million more emigrated, causing Ireland's population to fall by between 20% and 25%.
The event is sometimes referred to as the Irish Potato Famine, mostly outside Ireland. The proximate cause of the famine was a natural event, a potato blight, which infected potato crops throughout Europe during the 1840s, also causing some 100,000 deaths outside Ireland and influencing much of the unrest in the widespread European Revolutions of 1848. From 1846, the impact of the blight was exacerbated by the Whig government's economic policy of laissez-faire capitalism. Longer-term causes include the system of absentee landlordism, and single-crop dependence.
The famine was a watershed in the history of Ireland, which from 1801 to 1922 was ruled directly by Westminster as part of the United Kingdom of Great Britain and Ireland. The famine and its effects permanently changed the island's demographic, political, and cultural landscape, producing an estimated two million refugees and spurring a century-long population decline. For both the native Irish and those in the resulting diaspora, the famine entered folk memory. The strained relations between many Irish and their government soured further because of the famine, heightening ethnic and sectarian tensions and boosting Irish nationalism and republicanism in Ireland and among Irish emigrants in the United States and elsewhere.
The potato blight returned to Europe in 1879, but by that point the Land War, described as one of the largest agrarian movements to take place in 19th-century Europe, had begun in Ireland. The movement, organized by the Land League, continued the political campaign for the Three Fs, issued in 1850 by the Tenant Right League during the Great Famine. When the potato blight returned in the 1879 famine the League boycotted "notorious landlords" and its members physically blocked evictions of farmers; the consequent reduction in homelessness and house demolition resulted in a drastic reduction in the number of deaths.
Since the Acts of Union in January 1801, Ireland had been part of the United Kingdom. Executive power lay in the hands of the Lord Lieutenant of Ireland and Chief Secretary for Ireland, who were appointed by the British government. Ireland sent 105 members of parliament to the House of Commons of the United Kingdom, and Irish representative peers elected 28 of their own number to sit for life in the House of Lords. Between 1832 and 1859, 70% of Irish representatives were landowners or the sons of landowners.
In the 40 years that followed the union, successive British governments grappled with the problems of governing a country which had, as Benjamin Disraeli put it in 1844, "a starving population, an absentee aristocracy, an alien established Protestant church, and in addition the weakest executive in the world". One historian calculated that, between 1801 and 1845, there had been 114 commissions and 61 special committees enquiring into the state of Ireland, and that "without exception their findings prophesied disaster; Ireland was on the verge of starvation, her population rapidly increasing, three-quarters of her labourers unemployed, housing conditions appalling and the standard of living unbelievably low".
Lectures printed in 1847 by John Hughes, Bishop of New York, are a contemporary exploration into the antecedent causes, particularly the political climate, in which the Irish famine occurred.
During the 18th century, the "middleman system" for managing landed property was introduced. Rent collection was left in the hands of the landlords' agents, or middlemen. This assured the landlord of a regular income, and relieved them of direct responsibility, while leaving tenants open to exploitation by the middlemen.
Catholics, the bulk of whom lived in conditions of poverty and insecurity despite Catholic emancipation in 1829, made up 80% of the population. At the top of the "social pyramid" was the "ascendancy class", the English and Anglo-Irish families who owned most of the land and held more or less unchecked power over their tenants. Some of their estates were vast; for example, the Earl of Lucan owned more than . Many of these absentee landlords lived in England. The rent revenue—collected from "impoverished tenants" who were paid minimal wages to raise crops and livestock for export—was mostly sent to England.
In 1843, the British Government considered that the land question in Ireland was the root cause of disaffection in the country. They established a Royal Commission, chaired by the Earl of Devon, to enquire into the laws regarding the occupation of land. Daniel O'Connell described this commission as "perfectly one-sided", being composed of landlords, with no tenant representation.
In February 1845, Devon reported:
It would be impossible adequately to describe the privations which they [the Irish labourer and his family] habitually and silently endure ... in many districts their only food is the potato, their only beverage water ... their cabins are seldom a protection against the weather ... a bed or a blanket is a rare luxury ... and nearly in all their pig and a manure heap constitute their only property.
The Commissioners concluded they could not "forbear expressing our strong sense of the patient endurance which the labouring classes have exhibited under sufferings greater, we believe, than the people of any other country in Europe have to sustain". The Commission stated that bad relations between landlord and tenant were principally responsible. There was no hereditary loyalty, feudal tie, or mitigating tradition of paternalism as existed in England (Ireland was a conquered country). The Earl of Clare observed of landlords that "confiscation is their common title". According to the historian Cecil Woodham-Smith, landlords regarded the land as a source of income, from which as much as possible was to be extracted. With the Irish "brooding over their discontent in sullen indignation" (in the words of the Earl of Clare), the landlords largely viewed the countryside as a hostile place in which to live. Some landlords visited their property only once or twice in a lifetime, if ever. The rents from Ireland were generally spent elsewhere; an estimated £6,000,000 was remitted out of Ireland in 1842.
The ability of middlemen was measured by the rent income they could contrive to extract from tenants. They were described in evidence before the Commission as "land sharks", "bloodsuckers", and "the most oppressive species of tyrant that ever lent assistance to the destruction of a country". The middlemen leased large tracts of land from the landlords on long leases with fixed rents, which they sublet as they saw fit. They would split a holding into smaller and smaller parcels so as to increase the amount of rent they could obtain. Tenants could be evicted for reasons such as non-payment of rents (which were high), or a landlord's decision to raise sheep instead of grain crops. A cottier paid his rent by working for the landlord.
As any improvement made on a holding by a tenant became the property of the landlord when the lease expired or was terminated, the incentive to make improvements was limited. Most tenants had no security of tenure on the land; as tenants "at will", they could be turned out whenever the landlord chose. The only exception to this arrangement was in Ulster where, under a practice known as "tenant right", a tenant was compensated for any improvement they made to their holding. According to Woodham-Smith, the commission stated that "the superior prosperity and tranquility of Ulster, compared with the rest of Ireland, were due to tenant right".
Landlords in Ireland often used their powers without compunction, and tenants lived in dread of them. Woodham-Smith writes that, in these circumstances, "industry and enterprise were extinguished and a peasantry created which was one of the most destitute in Europe".
In 1845, 24% of all Irish tenant farms were of 0.4–2 hectares (1–5 acres) in size, while 40% were of 2–6 hectares (5–15 acres). Holdings were so small that no crop other than potatoes would suffice to feed a family. Shortly before the famine, the British government reported that poverty was so widespread that one-third of all Irish small holdings could not support the tenant families after rent was paid; the families survived only by earnings as seasonal migrant labour in England and Scotland. Following the famine, reforms were implemented making it illegal to further divide land holdings.
The 1841 census showed a population of just over eight million. Two-thirds of those depended on agriculture for their survival, but they rarely received a working wage. They had to work for their landlords in return for the patch of land they needed to grow enough food for their own families. This was the system which forced Ireland and its peasantry into monoculture, since only the potato could be grown in sufficient quantity. The rights to a plot of land in Ireland could mean the difference between life and death in the early 19th century.
The potato was introduced to Ireland as a garden crop of the gentry. The potato was not popular at first; however, after an unusual promotion campaign that was supported by landowners and members of royalty, who wanted their tenants to plant and eat the crop, it rose in popularity. By the late 17th century, it had become widespread as a supplementary rather than a principal food; the main diet was still based on butter, milk, and grain products. By 1800 to 1820, the potato became a staple of the poor, especially in winter. Furthermore, a disproportionate share of the potatoes grown in Ireland were of a single variety, the Irish Lumper.
With the expansion of the economy between 1760 and 1815, the potato was increasingly adopted by the people and became a staple food year round for farmers. The widespread dependency on this single crop, and the lack of genetic variability among the potato plants in Ireland and Europe (a monoculture), were two of the reasons why the emergence of "Phytophthora infestans" had such devastating effects in Ireland and in similar areas of Europe.
Potatoes were essential to the development of the cottier system; they supported an extremely cheap workforce, but at the cost of lower living standards. For the labourer, "a potato wage" shaped the expanding agrarian economy.
The potato was also used extensively as a fodder crop for livestock immediately prior to the famine. Approximately 33% of production, amounting to , was normally used in this way.
Prior to the arrival in Ireland of the disease "Phytophthora infestans", commonly known as "blight", only two main potato plant diseases had been identified. One was called "dry rot" or "taint", and the other was a virus known popularly as "curl". "Phytophthora infestans" is an oomycete (a variety of parasitic, non-photosynthetic organisms closely related to brown algae, and not a fungus).
In 1851, the Census of Ireland Commissioners recorded 24 failures of the potato crop going back to 1728, of varying severity. General crop failures, through disease or frost, were recorded in 1739, 1740, 1770, 1800, and 1807. In 1821 and 1822, the potato crop failed in Munster and Connaught. In 1830 and 1831, Mayo, Donegal, and Galway suffered likewise. In 1832, 1833, 1834, and 1836, dry rot and curl caused serious losses, and in 1835 the potato failed in Ulster. Widespread failures throughout Ireland occurred in 1836, 1837, 1839, 1841, and 1844. According to Woodham-Smith, "the unreliability of the potato was an accepted fact in Ireland".
How and when the blight "Phytophthora infestans" arrived in Europe is still uncertain; however, it almost certainly was not present prior to 1842, and probably arrived in 1844. The origin of the pathogen has been traced to the Toluca Valley in Mexico, whence it spread first within North America and then to Europe. The 1845–46 blight was caused by the HERB-1 strain of the blight.
In 1844, Irish newspapers carried reports concerning a disease which for two years had attacked the potato crops in America. In 1843 and 1844, blight largely destroyed the potato crops in the Eastern United States. Ships from Baltimore, Philadelphia, or New York City could have carried diseased potatoes from these areas to European ports. American plant pathologist William C. Paddock
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Isle of Man
The Isle of Man ( , also ), also known as Mann , is a self-governing British Crown dependency situated in the Irish Sea between Great Britain and Ireland. The head of state, Queen Elizabeth II, holds the title of Lord of Mann and is represented by a lieutenant governor. The United Kingdom has responsibility for the island's military defence.
Humans have lived on the island since before 6500 BC. Gaelic cultural influence began in the 5th century AD, and the Manx language, a branch of the Goidelic languages, emerged. In 627 King Edwin of Northumbria conquered the Isle of Man along with most of Mercia. In the 9th century Norsemen established the thalassocratic Kingdom of the Isles, which included the Isle of Man. Magnus III, King of Norway from 1093 to 1103, reigned also as King of Mann and the Isles between 1099 and 1103.
In 1266 the island became part of Scotland under the Treaty of Perth, after being ruled by Norway. After a period of alternating rule by the kings of Scotland and England, the island came under the feudal lordship of the English Crown in 1399. The lordship revested into the British Crown in 1765, but the island never became part of the 18th-century kingdom of Great Britain, nor of its successors, the United Kingdom of Great Britain and Ireland and the present-day United Kingdom of Great Britain and Northern Ireland. It has always retained its internal self-government.
In 1881 the Isle of Man parliament, Tynwald, became the first national legislative body in the world to give women the right to vote in a general election, although this excluded married women. In 2016 UNESCO awarded the Isle of Man biosphere reserve status.
Insurance and online gambling each generate 17% of the GNP, followed by information and communications technology and banking with 9% each. Internationally, the Isle of Man is known for the Isle of Man TT (Tourist Trophy) motorcycle races and for the Manx cat, a breed of cat with short or no tails.
The inhabitants (Manx) are considered a Celtic nation.
The Manx name of the Isle of Man is ': ' () is a Manx word meaning "island"; ' () appears in the genitive case as ' (), with initial consonant mutation, hence ', "Island of Mann". The short form used in English is spelled either Mann or Man. The earliest recorded Manx form of the name is ' or ".
The Old Irish form of the name is ' or '. Old Welsh records named it as ', also reflected in ', the name for an ancient district in north Britain along the lower Firth of Forth.
The oldest known reference to the island calls it ', in Latin (Julius Caesar, 54 BC); in the 1st century AD, Pliny the Elder records it as ' or ", and Ptolemy (2nd century) as "Monœda" (, "Monaoida") or ("Monarina"), in Koine Greek.
Later Latin references have ' or ' (Orosius, 416),
and ' or ' by Irish writers. It is found in the Sagas of Icelanders as ".
The name is probably cognate with the Welsh name of the island of Anglesey, ",
usually derived from a Celtic word for 'mountain' (reflected in Welsh ', Breton ', and Scottish Gaelic ""),
from a Proto-Celtic "*moniyos".
The name was at least secondarily associated with that of Manannán mac Lir in Irish mythology (corresponding to Welsh '). In the earliest Irish mythological texts, Manannán is a king of the otherworld, but the 9th-century "Sanas Cormaic" identifies a euhemerised Manannán as "a famous merchant who resided in, and gave name to, the Isle of Man". Later, a Manannán is recorded as the first king of Mann in a Manx poem (dated 1504).
The island was cut off from the surrounding islands around 8000 BC as sea levels rose following the end of the ice age. Humans colonised it by travelling by sea some time before 6500 BC. The first occupants were hunter-gatherers and fishermen. Examples of their tools are kept at the Manx Museum.
The Neolithic Period marked the beginning of farming, and the people began to build megalithic monuments, such as Cashtal yn Ard near Maughold, King Orry's Grave at Laxey, Meayll Circle near Cregneash, and Ballaharra Stones at St John's. There were also the local Ronaldsway and Bann cultures.
During the Bronze Age, the size of burial mounds decreased. The people put bodies into stone-lined graves with ornamental containers. The Bronze Age burial mounds survived as long-lasting markers around the countryside.
The ancient Romans knew of the island and called it "." Scholars have not determined whether they conquered the island.
Around the 5th century AD, large-scale migration from Ireland precipitated a process of Gaelicisation, evidenced by Ogham inscriptions, and the Manx language developed. It is a Goidelic language closely related to Irish and Scottish Gaelic.
Vikings arrived at the end of the 8th century. They established Tynwald and introduced many land divisions that still exist. In 1266 King Magnus VI of Norway ceded the islands to Scotland in the Treaty of Perth. But Scotland's rule over Mann did not become firmly established until 1275, when the Manx were defeated in the Battle of Ronaldsway, near Castletown.
In 1290 King Edward I of England sent Walter de Huntercombe to take possession of Mann. It remained in English hands until 1313, when Robert Bruce took it after besieging Castle Rushen for five weeks. A confused period followed when Mann was sometimes under English rule and sometimes Scottish, until 1346, when the Battle of Neville's Cross decided the long struggle between England and Scotland in England's favour.
The Crown delegated its rule of the island to a series of lords and magnates. Tynwald passed laws concerning the government of the island in all respects and had control over its finances, but was subject to the approval of the Lord of Mann.
In 1866, the Isle of Man obtained limited home rule, with partly democratic elections to the House of Keys, but the Legislative Council was appointed by the Crown. Since then, democratic government has been gradually extended.
The Isle of Man has designated more than 250 historic sites as registered buildings.
The Isle of Man is located in the middle of the northern Irish Sea, almost equidistant from England to the east, Northern Ireland to the west, and Scotland (closest) to the north; while Wales to the south is almost the distance of the Republic of Ireland to the southwest. It is long and, at its widest point, wide. It has an area of around . Besides the island of Mann itself, the political unit of the Isle of Man includes some nearby small islands: the seasonally inhabited Calf of Man, Chicken Rock on which stands an unmanned lighthouse, St Patrick's Isle and St Michael's Isle. The last two of these are connected to the main island by permanent roads/causeways.
Ranges of hills in the north and south are separated by a central valley. The northern plain, by contrast, is relatively flat, consisting mainly of deposits from glacial advances from western Scotland during colder times. There are more recently deposited shingle beaches at the northernmost point, the Point of Ayre. The island has one mountain higher than , Snaefell, with a height of . According to an old saying, from the summit one can see six kingdoms: those of Mann, Scotland, England, Ireland, Wales, and Heaven. Some versions add a seventh kingdom, that of the sea, or Neptune.
At the 2016 census, the Isle of Man was home to 83,314 people, of whom 26,997 resided in the island's capital, Douglas, and 9,128 in the adjoining village of Onchan. The population decreased by 1.4% between the 2011 and 2016 censuses. By country of birth, those born in the Isle of Man were the largest group (49.8%), while those born in the United Kingdom were the next largest group at 40% (33.9% in England, 3% in Scotland, 2% in Northern Ireland and 1.1% in Wales), 1.8% in the Republic of Ireland and 0.75% in the Channel Islands. The remaining 8.5% were born elsewhere in the world, with 5% coming from EU countries (other than the UK and Ireland).
The "Isle of Man Full Census", last held in 2016, has been a decennial occurrence since 1821, with interim censuses being introduced from 1966. It is separate from, but similar to, the Census in the United Kingdom.
The 2001 census was conducted by the Economic Affairs Division of the Isle of Man Treasury, under the authority of the Census Act 1929.
The United Kingdom is responsible for the island's defence and ultimately for good governance, and for representing the island in international forums, while the island's own parliament and government have competence over all domestic matters.
The island's parliament, Tynwald, is claimed to have been in continuous existence since 979 or earlier, purportedly making it the oldest continuously governing body in the world, though evidence supports a much later date. Tynwald is a bicameral or tricameral legislature, comprising the House of Keys (directly elected by universal suffrage with a voting age of 16 years) and the Legislative Council (consisting of indirectly elected and ex-officio members). These two bodies also meet together in joint session as Tynwald Court.
The executive branch of government is the Council of Ministers, which is composed of members of the House of Keys. It is headed by the Chief Minister, currently (2019) Howard Quayle MHK.
Vice-regal functions of the head of state are performed by a lieutenant governor.
In various laws of the United Kingdom, "the United Kingdom" is defined to exclude the Isle of Man. Historically, the UK has taken care of its external and defence affairs, and retains paramount power to legislate for the Island. However, in 2007, the Isle of Man and the UK signed an agreement that established frameworks for the development of the international identity of the Isle of Man. There is no separate Manx citizenship. Citizenship is covered by UK law, and Manx people are classed as British citizens. The Isle of Man holds neither membership nor associate membership of the European Union, and lies outside the European Economic Area (EEA). There is a long history of relations and cultural exchange between the Isle of Man and Ireland. The Isle of Man's historic Manx language (and its modern revived variant) are closely related to both Scottish Gaelic and the Irish language, and in 1947, Irish Taoiseach Éamon de Valera spearheaded efforts to save the dying Manx language.
Under British law, the Isle of Man is not part of the United Kingdom. However, the UK takes care of its external and defence affairs. There are no independent military forces on the Isle of Man, although HMS "Ramsey" is affiliated with the town of the same name. From 1938 to 1955 there was the Manx Regiment of the British Territorial Army, which saw extensive action during the Second World War. In 1779, the Manx Fencible Corps, a fencible regiment of three companies, was raised; it was disbanded in 1783 at the end of the American War of Independence. Later, the Royal Manx Fencibles was raised at the time of the French Revolutionary Wars and Napoleonic Wars. The 1st Battalion (of 3 companies) was raised in 1793. A 2nd Battalion (of 10 companies) was raised in 1795, and it saw action during the Irish Rebellion of 1798. The regiment was disbanded in 1802. A third body of Manx Fencibles was raised in 1803 to defend the island during the Napoleonic Wars and to assist the Revenue. It was disbanded in 1811. In 2015 a multi-capability recruiting and training unit of the British Army Reserve was established in Douglas.
There is no citizenship of the Isle of Man as such under the British Nationality Acts 1948 and 1981.
The Passport Office, Isle of Man, Douglas, accepts and processes applications for the Lieutenant Governor of the Isle of Man, who is formally responsible for issuing Isle of Man–issued British passports, entitled ""British Islands – Isle of Man".
British citizens who have 'Manxman status', not being either born, naturalised or registered in the United Kingdom, and without a parent or grandparent who has, or if they have not themselves personally been resident in the United Kingdom for more than five consecutive years, do not have the same rights as other British citizens with regard to employment and establishment in other parts of the EU (other than the UK and Ireland).
Isle of Man-issued British passports can presently be issued to any British citizen resident in the Isle of Man, and also to British citizens who have a qualifying close personal connection to the Isle of Man but are now resident either in the UK or in either one of the two other Crown Dependencies.
The Isle of Man has never been part of the European Union, nor did it have a special status, and thus it did not take part in the 2016 referendum on the UK's EU membership. However, Protocol 3 of the UK's Act of Accession to the Treaty of Rome included the Isle of Man within the EU's customs area, allowing for trade in Manx goods without tariffs throughout the EU. As it is not part of the EU's internal market, there are still limitations on the movement of capital, services and labour.
EU citizens are entitled to travel and reside, but not work, in the island without restriction. British citizens with Manxman status are under the same circumstances and restrictions as any other non-EU European relating country to work in the EU.
The political and diplomatic impacts of Brexit on the island are still uncertain. The UK has confirmed that the Crown Dependencies' positions were included in the Brexit negotiations. The Brexit withdrawal agreement explicitly includes the Isle of Man in its territorial scope, but makes no other mention of it. The island's government website states that after the end of the implementation period, the Isle of Man's relationship with the EU will depend on the agreement reached between the UK and the EU on their future relationship.
The Isle of Man is not itself a member of the Commonwealth of Nations. By virtue of its relationship with the United Kingdom, it takes part in several Commonwealth institutions, including the Commonwealth Parliamentary Association and the Commonwealth Games. The Government of the Isle of Man has made calls for a more integrated relationship with the Commonwealth, including more direct representation and enhanced participation in Commonwealth organisations and meetings, including Commonwealth Heads of Government Meetings. The Chief Minister of the Isle of Man has said: "A closer connection with the Commonwealth itself would be a welcome further development of the island's international relationships."
Most Manx politicians stand for election as independents rather than as representatives of political parties. Although political parties do exist, their influence is not nearly as strong as in the United Kingdom.
There are three political parties in the Isle of Man:
A number of pressure groups also exist on the island. Mec Vannin advocate the establishment of a sovereign republic. The Positive Action Group campaign for three key elements to be introduced into the governance of the island: open accountable government, rigorous control of public finances, and a fairer society.
Local government on the Isle of Man is based partly on the island's 17 ancient parishes. There are two types of local authorities:
Local authorities are under the supervision of the Isle of Man Government's Department of Local Government and the Environment (DOLGE).
Public education is under the Department of Education, Sport & Culture. Thirty-two primary schools, five secondary schools and the University College Isle of Man function under the department.
Health and social care on the Isle of Man is the responsibility of the Department of Health and Social Care. Healthcare is free for residents and visitors from the UK.
The Isle of Man Government maintains five emergency services. These are:
All of these services are controlled directly by the Department of Home Affairs of the Isle of Man Government, and are independent of the United Kingdom. Nonetheless, the Isle of Man Constabulary voluntarily submits to inspection by the British inspectorate of police, and the Isle of Man Coastguard contracts Her Majesty's Coastguard (UK) for air-sea rescue operations.
The island's sole crematorium is in Glencrutchery Road, Douglas and is operated by Douglas Borough Council. Usually staffed by four, in March 2020 an increase of staff to 12 was announced by the council leader, responding to the threat of coronavirus which could require more staff.
The Isle of Man Department for Enterprise manages the diversified economy in 12 key sectors. The largest sectors by GNP are insurance and eGaming with 17% of GNP each, followed by ICT and banking with 9% each. The 2016 census lists 41,636 total employed. The largest sectors by employment are "medical and health", "financial and business services", construction, retail and public administration. Manufacturing, focused on aerospace and the food and drink industry, employs almost 2000 workers and contributes about 5% of gross domestic product (GDP). The sector provides laser optics, industrial diamonds, electronics, plastics and aerospace precision engineering. Tourism, agriculture, fishing, once the mainstays of the economy, now make very little contributions to the island's GDP.
After 30 years of continued GDP growth, the unemployment rate is just around 1%.
The Isle of Man is a low-tax economy with no capital gains tax, wealth tax, stamp duty, or inheritance tax and a top rate of income tax of 20%. A tax cap is in force: the maximum amount of tax payable by an individual is £125,000 or £250,000 for couples if they choose to have their incomes jointly assessed. Personal income is assessed and taxed on a total worldwide income basis rather than a remittance basis. This means that all income earned throughout the world is assessable for Manx tax rather than only income earned in or brought into the island.
The standard rate of corporation tax for residents and non-residents is 0%. Retail business profits above £500,000 and banking business income are taxed at 10%, and rental (or other) income from land and buildings situated on the Isle of Man is taxed at 20%.
Trade takes place mostly with the United Kingdom. The island is in customs union with the UK, and related revenues are pooled and shared under the Common Purse Agreement. This means that the Isle of Man cannot have the lower excise revenues on alcohol and other goods that are enjoyed in the Channel Islands.
The Manx government promotes island locations for making films by offering financial support. Since 1995, over 100 films have been made on the island. Most recently the island has taken a much wider strategy to attract the general digital media industry in film, television, video and eSports.
The Isle of Man Government Lottery operated from 1986 to 1997. Since 2 December 1999 the island has participated in the United Kingdom National Lottery. The island is the only jurisdiction outside the United Kingdom where it is possible to play the UK National Lottery. Since 2010 it has also been possible for projects in the Isle of Man to receive national lottery Good Causes Funding. The good causes funding is distributed by the Manx Lottery Trust. Tynwald receives the 12% lottery duty for tickets sold in the island.
Tourist numbers peaked in the first half of the 20th century, prior to the boom in cheap travel to Southern Europe that also saw the decline of tourism in many similar English seaside resorts. The Isle of Man tourism board has recently invested in "Dark Sky Discovery" sites to diversify its tourism industry. It is expected that dark skies will generally be nominated by the public across the UK. However, the Isle of Man tourism board tasked someone from their team to nominate 27 places on the island as a civil task. This cluster of the highest quality "Milky Way" sites is now well promoted within the island. This government push has effectively given the island a headstart in the number of recognised Dark Sky sites. However, this has created a distorted view when compared to the UK where this is not promoted on a national scale. There, Dark Sky sites are expected to be nominated over time by the public across a full range of town, city and countryside locations rather than "en masse" by government departments.
The Isle of Man is seen to be "accommodating" towards Bitcoin, which is a growing technology on the island.
In 2017 an office of The International Stock Exchange was opened to provide a boost for the island's finance industry.
The main telephone provider on the Isle of Man is Manx Telecom. The island has two mobile operators: Manx Telecom, previously known as Manx Pronto, and Sure. Cloud9 operated as a third mobile operator on the island for a short time, but has since withdrawn. Broadband internet services are available through four local providers: Wi-Manx, Domicilium, Manx Computer Bureau and Manx Telecom. The island does not have its own ITU country code, but is accessed via the British country code (+44), and the island's telephone numbers are part of the British telephone numbering plan, with local dialling codes 01624 for landlines and 07524, 07624 and 07924 for mobiles. Calls to the island from the UK however, are generally charged differently from those within the UK, and may or may not be included in any "inclusive minutes" packages.
In 1996, the Isle of Man Government obtained permission to use the .im national top-level domain (TLD), and has ultimate responsibility for its use. The domain is managed from day to day by Domicilium, an island-based internet service provider.
In December 2007, the Manx Electricity Authority and its telecommunications subsidiary, e-llan Communications, commissioned the laying of a new fibre-optic link that connects the island to a worldwide fibre-optic network.
The Isle of Man has three radio stations: Manx Radio, Energy FM and 3 FM.
There is no insular television service, but local transmitters retransmit British mainland digital broadcasts via the free-to-air digital terrestrial service Freeview. The Isle of Man is served by BBC North West for BBC One and BBC Two television services, and ITV Granada for ITV.
Many television services are available by satellite, such as Sky, and Freesat from the group of satellites at 28.2° East, as well as services from a range of other satellites around Europe such as the Astra satellites at 19.2° east and Hotbird.
The Isle of Man has three newspapers, all weeklies, and all owned by Isle of Man Newspapers, a division of the Edinburgh media company Johnston Press. The "Isle of Man Courier" (distribution 36,318) is free and distributed to homes on the island. The other two newspapers are "Isle of Man Examiner" (circulation 13,276) and the "Manx Independent" (circulation 12,255).
Postal services are the responsibility of Isle of Man Post, which took over from the British General Post Office in 1973.
There is a comprehensive bus network, operated by the government-owned bus operator Bus Vannin.
The Isle of Man Sea Terminal in Douglas has regular ferries to and from Heysham and to and from Liverpool, with a more restricted timetable operating in winter. There are also limited summer-only services to and from Belfast and Dublin. The Dublin route also operates at Christmas. At the time of the Isle of Man TT a limited number of sailings operate to and from Larne in Northern Ireland. All ferries are operated by the Isle of Man Steam Packet Company.
The only commercial airport on the island is the Isle of Man Airport at Ronaldsway. There are direct scheduled and chartered flights to numerous airports in the United Kingdom and Ireland.
The island has a total of of public roads, all of which are paved. There is no overriding national speed limit; only local speed limits are set, and some roads have no speed limit. Rules about reckless driving and most other driving regulations are enforced in a similar way to the UK. There is a requirement for regular vehicle examinations for some vehicles (similar to the MoT test in the UK).
The island used to have an extensive narrow-gauge railway system, both steam-operated and electric, but the majority of the steam railway tracks were taken out of service many years ago, and the track removed. , there is a steam railway between Douglas and Port Erin, an electric railway between Douglas and Ramsey and an electric mountain railway which climbs Snaefell.
One of the oldest operating horse tram services is located on the sea front in the capital, Douglas. It was founded in 1876.
The Isle of Man has become a centre for emerging private space travel companies. A number of the competitors in the Google Lunar X Prize, a $30 million competition for the first privately funded team to send a robot to the Moon, are based on the island. The team summit for the X Prize was held on the island in October 2010. In January 2011 two research space stations owned by Excalibur Almaz arrived on the island and were kept in an aircraft hangar at the airfield at the former RAF Jurby near Jurby.
The electricity supply on the Isle of Man is run by the Manx Electricity Authority. The Isle of Man is connected to Great Britain's national grid by a 40 MW alternating current link (Isle of Man to England Interconnector). There are also hydroelectric, natural gas and diesel generators. The government has also planned a 700 MW offshore wind farm, roughly half the size of Walney Wind Farm.
The culture of the Isle of Man is often promoted as being influenced by its Celtic and, to a lesser extent, its Norse origins. Proximity to the UK, popularity as a UK tourist destination in Victorian times, and immigration from Britain has meant that the cultures of Great Britain have been influential at least since Revestment. Revival campaigns have attempted to preserve the surviving vestiges of Manx culture after a long period of Anglicisation, and there has been significantly increased interest in the Manx language, history and musical tradition.
The official language of the Isle of Man is English. Manx has traditionally been spoken but has been stated to be "critically endangered". However it now has a growing number of young speakers.
Manx is a Goidelic Celtic language and is one of a number of insular Celtic languages spoken in the British Isles. Manx has been officially recognised as a legitimate autochthonous regional language under the European Charter for Regional or Minority Languages, ratified by the United Kingdom on 27 March 2001 on behalf of the Isle of Man government.
Manx is closely related to Irish and Scottish Gaelic, but is orthographically sui generis.
On the island, the Manx greetings ' (good morning) and ' (good afternoon) can often be heard. As in Irish and Scottish Gaelic, the concepts of "evening" and "afternoon" are referred to with one word. Two other Manx expressions often heard are "Gura mie eu" ("Thank you"; familiar 2nd person singular form "Gura mie ayd") and "", meaning "time enough", this represents a stereotypical view of the Manx attitude to life.
In the 2011 Isle of Man census, approximately 1,800 residents could read, write, and speak the Manx language.
For centuries, the island's symbol has been the so-called "three legs of Mann" (), a triskelion of three legs conjoined at the thigh. The Manx triskelion, which dates back with certainty to the late 13th century, is of uncertain origin. It has been suggested that its origin lies in Sicily, an island which has been associated with the triskelion since ancient times.
The symbol appears in the island's official flag and official coat of arms, as well as its currency. The Manx triskelion may be reflected in the island's motto, , which appears as part of the island's coat of arms. The Latin motto translates into English as "whichever way you throw, it will stand" or "whithersoever you throw it, it will stand". It dates to the late 17th century when it is known to have appeared on the island's coinage. It has also been suggested that the motto originally referred to the poor quality of coinage which was common at the time—as in "however it is tested it will pass".
The ragwort or "cushag" is the Manx national flower.
The predominant religious tradition of the island is Christianity. Before the Protestant Reformation, the island had a long history as part of the unified Western Church, and in the years following the Reformation, the religious authorities on the island, and later the population of the island, accepted the religious authority of the British monarchy and the Church of England. It has also come under the influence of Irish religious tradition. The island forms a separate diocese called Sodor and Man, which in the distant past comprised the medieval kingdom of Man and the Scottish isles ("Suðreyjar" in Old Norse). It now consists of 16 parishes, and since 1541 has formed part of the Province of York. (These modern ecclesiastical parishes do not correspond to the island's ancient parishes mentioned in this article under "Local Government", but more closely reflect the current geographical distribution of population.)
Other Christian churches also operate on the Isle of Man. The second largest denomination is the Methodist Church, whose Isle of Man District is close in numbers to the Anglican diocese. There are eight Catholic parish churches, included in the Catholic Archdiocese of Liverpool, as well as a presence of Eastern Orthodox Christians. Additionally there are five Baptist churches, four Pentecostal churches, the Salvation Army, a ward of The Church of Jesus Christ of Latter-day Saints, two congregations of Jehovah's Witnesses, two United Reformed churches, as well as other Christian churches. There is a small Muslim community, with its own mosque in Douglas, and there is also a small Jewish community; see history of the Jews in the Isle of Man.
In Manx mythology, the island was ruled by the sea god Manannán, who would draw his misty cloak around the island to protect it from invaders. One of the principal folk theories about the origin of the name "Mann" is that it is named after Manannán.
In the Manx tradition of folklore, there are many stories of mythical creatures and characters. These include the , a malevolent spirit which, according to legend, blew the roof off St Trinian's Church in a fit of rage; the ; the ; and the , a ghostly black dog which wandered the walls and corridors of Peel Castle.
The Isle of Man is also said to be home to fairies, known locally as "the little folk" or "themselves". There is a famous Fairy Bridge, and it is said to be bad luck if one fails to wish the fairies good morning or afternoon when passing over it. It used to be a tradition to leave a coin on the bridge to ensure good luck. Other types of fairies are the and the .
An old Irish story tells how Lough Neagh was formed when Ireland's legendary giant Fionn mac Cumhaill (commonly anglicised to Finn McCool) ripped up a portion of the land and tossed it at a Scottish rival. He missed, and the chunk of earth landed in the Irish Sea, thus creating the island.
Peel Castle has been proposed as a possible location of the Arthurian Avalon or as the location of the Grail Castle, site of Lancelot's encounter with the sword bridge of King Maleagant.
One of the most often-repeated myths is that people found guilty of witchcraft were rolled down Slieau Whallian, a hill near St John's, in a barrel. However this is a 19th-century legend which comes from a Scottish legend, which in turn comes from a German legend. It never happened. Separately, a witchcraft museum was opened at the Witches Mill, Castletown in 1951. There has never actually been a witches' coven on that site; the myth was only created with the opening of the museum. However, there has been a strong tradition of herbalism and the use of charms to prevent and cure illness and disease in people and animals.
The music of the Isle of Man reflects Celtic, Norse and other influences, including from its neighbours, Scotland, Ireland, England and Wales. A wide range of music is performed on the island, such as rock, blues, jazz and pop. However, its traditional folk music has undergone a revival since the 1970s, starting with a music festival called in Ramsey. This was part of a general revival of the Manx language and culture after the death of the last native speaker of Manx in 1974.
The Isle of Man was mentioned in the Who song "Happy Jack" as the homeland of the song's titular character, who is always in a state of ecstasy, no matter what happens to him. The song 'The Craic was 90 in the Isle of Man' by Christy Moore describes a lively visit during the Island's tourism heyday. The Island is also the birthplace of Maurice, Robin and Barry Gibb, of the Bee Gees.
In the past, the basic national dish of the island was "spuds and herrin", boiled potatoes and herring. This plain dish was supported by the subsistence farmers of the island, who crofted the land and fished the sea for centuries. A more recent claim for the title of national dish could be the ubiquitous chips, cheese and gravy. This dish, which is similar to poutine, is found in most of the island's fast-food outlets, and consists of thick cut chips, covered in shredded Manx Cheddar cheese and topped with a thick gravy. However, as of the Isle of Man Food & Drink Festival 2018, queenies have been crowned the Manx national dish.
Seafood has traditionally accounted for a large proportion of the local diet. Although commercial fishing has declined in recent years, local delicacies include Manx kippers (smoked herring) which are produced by the smokeries in Peel on the west coast of the island, albeit mainly from North Sea herring these days. The smokeries also produce other specialities including smoked salmon and bacon.
Crab, lobster and scallops are commercially fished, and the queen scallop ("queenies") is regarded as a particular delicacy, with a light, sweet flavour. Cod, ling and mackerel are often angled for the table, and freshwater trout and salmon can be taken from the local rivers and lakes, supported by the government fish hatchery at Cornaa on the east coast.
Cattle, sheep, pigs and poultry are all commercially farmed; Manx lamb from the hill farms is a popular dish. The Loaghtan, the indigenous breed of Manx sheep, has a rich, dark meat that has found favour with chefs, featuring in dishes on the BBC's "MasterChef" series.
Manx cheese has also found some success, featuring smoked and herb-flavoured varieties, and is stocked by many of the UK's supermarket chains. Manx cheese took bronze medals in the 2005 British Cheese Awards, and sold 578 tonnes over the year. Manx cheddar has been exported to Canada where it is available in some supermarkets.
Beer is brewed on a commercial scale by Okells Brewery, which was established in 1850 and is the island's largest brewer; and also by Bushy's Brewery and the Hooded Ram Brewery. The Isle of Man's Pure Beer Act of 1874, which resembles the German "Reinheitsgebot", is still in effect: under this Act, brewers may only use water, malt, sugar and hops in their brews.
The Isle of Man is represented as a nation in the Commonwealth Games and the Island Games and hosted the IV Commonwealth Youth Games in 2011. Manx athletes have won three gold medals at the Commonwealth Games, including the one by cyclist Mark Cavendish in 2006 in the Scratch race. The Island Games were first held on the island in 1985, and again in 2001.
Isle of Man teams and individuals participate in many sports both on and off the island including rugby union, football, gymnastics, field hockey, netball, taekwondo, bowling, obstacle course racing and cricket. It being an island, many types of watersports are also popular with residents.
The main international event associated with the island is the Isle of Man Tourist Trophy race, colloquially known as "The TT", which began in 1907. It takes place in late May and early June. The TT is now an international road racing event for motorcycles, which used to be part of the World Championship, and is long considered to be one of the "greatest motorcycle sporting events of the world". Taking place over a two-week period, it has become a festival for motorcycling culture, makes a huge contribution to the island's economy and has become part of Manx identity. For many, the Isle carries the title "road racing capital of the world".
The Manx Grand Prix is a separate motorcycle event for amateurs and private entrants that uses the same Snaefell Mountain Course in late August and early September.
Prior to the introduction of football in the 19th century, Cammag was the island's traditional sport. It is similar to the Irish hurling and the Scottish game of shinty. Nowadays there is an annual match at St John's.
The Isle of Man has two cinemas, both in Douglas. The Broadway Cinema is located in the government-owned and -run Villa Marina and Gaiety Theatre complex. It has a capacity of 154 and also doubles as a conference venue.
The Palace Cinema is located next to the derelict Castle Mona hotel and is operated by the Sefton Group. It has two screens: Screen One holds 293 customers, while Screen Two is smaller with a capacity of just 95. It was extensively refurbished in August 2011.
Two domestic animals are specifically connected to the Isle of Man, though they are also found elsewhere.
The Manx cat is a breed of cat noted for its genetic mutation that causes it to have a shortened tail. The length of this tail can range from a few inches, known as a "stumpy", to being completely nonexistent, or "rumpy". Manx cats display a range of colours and usually have somewhat longer hind legs compared to most cats. The cats have been used as a symbol of the Isle of Man on coins and stamps and at one time the Manx government operated a breeding centre to ensure the continuation of the breed.
The Manx Loaghtan sheep is a breed native to the island. It has dark brown wool and four, or sometimes six, horns. The meat is considered to be a delicacy. There are several flocks on the island and others have been started in England and Jersey.
A more recent arrival on the island is the red-necked wallaby, which is now established on the island following an escape from the Wildlife Park. The local police report an increasing number of wallaby-related calls.
There are also many feral goats in Garff, a matter which was raised in Tynwald Court in January 2018.
In March 2016, the Isle of Man became the first entire territory to be adopted into UNESCO's Network of Biosphere Reserves.
The Isle of Man has a temperate oceanic climate (Köppen "Cfb"). Average rainfall is higher than averaged over the territory of the British Isles, because the Isle of Man is far enough from Ireland for the prevailing south-westerly winds to accumulate moisture. Average rainfall is highest at Snaefell, where it is around a year. At lower levels it can be around a year. The highest recorded temperature was at Ronaldsway on 12 July 1983.
On 10 May 2019 Chief Minister Howard Quayle stated that the Isle of Man Government recognises that a state of emergency exists due to the threat of anthropogenic climate change.
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Italic languages
The Italic languages form a branch of the Indo-European language family, whose earliest known members were spoken in the Italian Peninsula in the first millennium BC. The most important of the ancient languages was Latin, the official language of the Roman Empire, which conquered the other Italic peoples before the common era. The other Italic languages became extinct in the first centuries CE as their speakers were assimilated into the Roman Empire and shifted to some form of Latin. Between the third and eighth centuries CE, Vulgar Latin (perhaps influenced by language-shift from the other Italic languages) diversified into the Romance languages, which are the only Italic languages natively spoken today.
Besides Latin, the known ancient Italic languages are Faliscan (the closest to Latin), Umbrian and Oscan (or Osco-Umbrian), and South Picene. Other Indo-European languages once spoken in the peninsula, whose inclusion in the Italic branch is disputed, are Aequian, Vestinian, Venetic and Sicel. These long-extinct languages are known only from inscriptions in archaeological finds.
In the first millennium BCE, several (other) non-Italic languages were spoken in the peninsula, including members of other branches of Indo-European (such as Celtic and Greek) as well as at least one non-Indo-European one, Etruscan.
It is generally believed that those 1st millennium Italic languages descend from Indo-European languages brought by migrants to the peninsula sometime in the 2nd millennium BCE. However, the source of those migrations and the history of the languages in the peninsula are still the matter of debate among historians. In particular, it is debated whether the ancient Italic languages all descended from a single Proto-Italic language after its arrival in the region, or whether the migrants brought two or more Indo-European languages that were only distantly related.
With over 800 million native speakers, the Romance languages make Italic the second-most-widely spoken branch of the Indo-European family, after Indo-Iranian. However, in academia the ancient Italic languages form a separate field of study from the medieval and modern Romance languages. This article focuses on the ancient languages. For the others, see Romance studies.
All Italic languages (including Romance) are generally written in Old Italic scripts (or the descendant Latin alphabet and its adaptations), which descend from the alphabet used to write the non-Italic Etruscan language, and ultimately from the Greek alphabet.
Historical linguists have generally concluded that the ancient Indo-European languages of the Italian peninsula, that were not identifiable as belonging to other branches of Indo-European such as Greek, all belonged to a single branch of the family, parallel for example to Celtic and Germanic. The founder of this theory is Antoine Meillet (1866–1936).
This unitary theory has been criticized by, among others, Alois Walde (1869–1924), Vittore Pisani (1899–1990) and Giacomo Devoto (1897–1974), who proposed that the Latino-Faliscan and Osco-Umbrian languages constituted two distinct branches of Indo-European. This view gained acceptance in the second half of the 20th century, though proponents such as Rix would later reject the idea, and the unitary theory remains dominant.
The following classification, proposed by Michiel de Vaan (2008), is generally agreed on, although some scholars have recently rejected the position of Venetic within the Italic branch.
Proto-Italic was originally spoken by Italic tribes north of the Alps. Early contacts with Celtic and Germanic speakers are also suggested by linguistic evidence. Italic peoples probably moved towards the Italian Peninsula during the second half of the 2nd millennium BCE, gradually reaching the southern regions.
Although an equation between archeological and linguistic evidence cannot be established with certainty, the Proto-Italic language is generally associated with the Terramare (1700–1150 BCE) and Proto-Villanovan culture (1200–900 BCE).
At the start of the Iron Age, around 700 BC, Ionian Greek settlers from Euboea established colonies along the coast of southern Italy. They brought with them the alphabet, which they had learned from the Phoenicians; specifically, what we now call Western Greek alphabet. The invention quickly spread through the whole peninsula, across language and political barriers. Local adaptations (mainly minor letter shape changes and the dropping or addition of a few letters) yielded several Old Italic alphabets.
The inscriptions show that, by 700 BC, many languages were spoken in the region, including members of several branches of Indo-European and several non-Indo-European languages. The most important of the latter was Etruscan, attested by evidence from more than 10,000 inscriptions and some short texts. No relation has been found between Etruscan and any other known language, and there is still no clue about its possible origin (except for inscriptions on the island of Lemnos in the eastern Mediterranean). Other possibly non-Indo-European languages present at the time were Rhaetian in the Alpine region, Ligurian around present-day Genoa, and some unidentified language(s) in Sardinia. Those languages have left some detectable imprint in Latin.
The largest language in southern Italy, except Ionic Greek spoken in the Greek colonies, was Messapian, known due to some 260 inscriptions dating from the 6th and 5th centuries BC. There is a historical connection of Messapian with the Illyrian tribes, added to the archaeological connection in ceramics and metals existing between both peoples, which motivated the hypothesis of linguistic connection. But the evidence of Illyrian inscriptions is reduced to personal names and places, which makes it difficult to support such a hypothesis.
It has also been proposed that the Lusitanian language may have belonged to the Italic family.
In the history of Latin of ancient times, there are several periods:
As the Roman Republic extended its political dominion over the whole of the Italian peninsula, Latin became dominant over the other Italic languages, which ceased to be spoken perhaps sometime in the 1st century AD. From Vulgar Latin, the Romance languages emerged.
The Latin language gradually spread beyond Rome, along with the growth of the power of this state, displacing, beginning in the 4th and 3rd centuries BC, the languages of other Italic tribes, as well as Illyrian, Messapian and Venetic, etc. The Romanisation of the Italian Peninsula was basically complete by the 1st century BC; except for the south of Italy and Sicily, where the dominance of Greek was preserved.
The attribution of Ligurian is controversial.
The period of late Latin (2nd to 6th centuries) is characterised by a gap between written and folk-spoken language: the regional differentiation of the people's Latin was accelerated, the formation of Romance languages, finally separated by the 9th century, began on its basis; written Latin continued to be used for a long time in the administrative sphere, religion, diplomacy, trade, school, medicine, science, literature, and remains the language of the Catholic Church and the official language of the Vatican City.
The Italian peninsula has been inhabited by tool-making hominids since at least 730,000 BC, by Neanderthals since 120,000 BC, and by anatomically modern humans since about 35,000 BC.
The Pleistocene glaciations caused the human populations of central and northern Europe to migrate southwards. At the height of the last Ice Age (about 35,000 to 13,000 BC), the sea level was about 120 meters below its present state, which radically changed the geography of the Mediterranean.
Agriculture reached the peninsula from the Middle East between 7000 and 6000 BC, marking the start of the Neolithic. The seminomadic hunter-gathering lifestyle was replaced by a sedentary society, with large fortified villages and an economy based on agriculture and animal husbandry. While raised primarily as a source of meat, by 3000 BC domesticated animals were being exploited for traction (of plows and carts) and other product such as milk and wool. The making of wine and olive oil was learned from Greece by about that time.
Metallurgy also spread through the Mediterranean at this time, first of copper around 3000 BC, then bronze around 2300 BC. Use of the latter for weapons, armor, and other artifacts marks the beginning of the Bronze Age. Around 700 BC, the development of iron smelting and steelmaking marked the beginning of the Iron Age in the region.
The main debate concerning the origin of the Italic languages mirrors that on the origins of the Greek ones, except that there is no record of any "early Italic" to play the role of Mycenaean Greek.
All we know about the linguistic landscape of Italy is from inscriptions made after the introduction of the alphabet in the peninsula, around 700 BC onwards, and from Greek and Roman writers several centuries later. The oldest known samples come from Umbrian and Faliscan inscriptions from the 7th century BC. Their alphabets were clearly derived from the Etruscan alphabet, which was derived from the Western Greek alphabet not much earlier than that. There is no reliable information about the languages spoken before that time. Some conjectures can be made based on toponyms, but they cannot be verified.
There is no guarantee that the intermediate phases between those old Italic languages and Indo-European will be found. The question of whether Italic originated outside Italy or developed by assimilation of Indo-European and other elements within Italy, approximately on or within its current range there, remains.
An extreme view of some linguists and historians is that there is no such thing as "the Italic branch" of Indo-European. Namely, there never was a unique "Proto-Italic", whose diversification resulted in those languages. Some linguists, like Silvestri and Rix, further argue that no common Proto-Italic can be reconstructed such that (1) its phonological system may have developed into those of Latin and Osco-Umbrian through consistent phonetic changes, and (2) its phonology and morphology can be consistently derived from those of Proto-Indo-European. However, Rix later changed his mind and became an outspoken supporter of Italic as a family.
Those linguists propose instead that the ancestors of the 1st millennium Indo-European languages of Italy were two or more different languages, that separately descended from Indo-European in a more remote past, and separately entered Europe, possibly by different routes and/or in different epochs. That view stems in part from the difficulty in identifying a common Italic homeland in prehistory, or reconstructing an ancestral "Common Italic" or "Proto-Italic" language from which those languages could have descended. Some common features that seem to connect the languages may be just a sprachbund phenomenon – a linguistic convergence due to contact over a long period, as in the Italo-Celtic theory.
Bakkum defines Proto-Italic as a "chronological stage" without an independent development of its own, but extending over late Proto-Indo-European and the initial stages of Proto-Latin and Proto-Sabellic. Meiser's dates of 4000 BC to 1800 BC, well before Mycenaean Greek, are described by him as "as good a guess as anyone's".
General and specific characteristics of the pre-Roman Italic languages:
The Italic languages share a certain number of isoglosses and common phonetic changes with respect to the common Proto-Indo-European:
In grammar there are basically three innovations shared by the Osco-Umbrian and the Latino-Faliscan languages:
In turn, these shared innovations are one of the main arguments in favour of an Italic group, questioned by other authors.
In addition, Latin and other Italic languages have an innovative future form derived from "*-bʰō, *-bʰesi, *-bʰeti, ...". This form appears for example in the Latin form "amabo et amabis" 'I shall love and you shall love' and in the Faliscan form "cra carefo" ('tomorrow I will not have', Latin "crās carēbo").
Among the Indo-European languages, the Italic languages share a higher percentage of lexicon with the Celtic and the Germanic ones, three of the four traditional "centum" branches of Indo-European (together with Greek).
The following table shows a lexical comparison of several Italic languages:
The asterisk indicates reconstructed forms based on indirect linguistic evidence and not forms directly attested in any inscription.
From the point of view of Proto-Indo-European, the Italic languages are fairly conservative. In phonology, the Italic languages are centum languages by merging the palatals with the velars (Latin "centum" has a /k/) but keeping the combined group separate from the labio-velars. In morphology, the Italic languages preserve six cases in the noun and the adjective (nominative, accusative, genitive, dative, ablative, vocative) with traces of a seventh (locative), but the dual of both the noun and the verb has completely disappeared. From the position of both morphological innovations and uniquely shared lexical items, Italic shows the greatest similarities with Celtic and Germanic, with some of the shared lexical correspondences also being found in Baltic and Slavic.
Similar to Celtic languages, the Italic languages are also divided into P- and Q-branches, depending on the reflex of Proto-Indo-European *"kʷ". In the languages of the Osco-Umbrian branch, *"kʷ" gave "p", whereas the languages of the Latino-Faliscan branch preserved it (Latin "qu" ).
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Internet Relay Chat
Internet Relay Chat (IRC) is an application layer protocol that facilitates communication in the form of text. The chat process works on a client/server networking model. IRC clients are computer programs that users can install on their system or web based applications running either locally in the browser or on a 3rd party server. These clients communicate with chat servers to transfer messages to other clients. IRC is mainly designed for group communication in discussion forums, called channels, but also allows one-on-one communication via private messages as well as chat and data transfer, including file sharing.
Client software is available for every major operating system that supports Internet access. As of April 2011, the top 100 IRC networks served more than half a million users at a time, with hundreds of thousands of channels operating on a total of roughly 1,500 servers out of roughly 3,200 servers worldwide. IRC usage has been declining steadily since 2003, losing 60% of its users (from 1 million to about 400,000 in 2012) and half of its channels (from half a million in 2003).
IRC was created by Jarkko Oikarinen in August 1988 to replace a program called MUT (MultiUser Talk) on a BBS called OuluBox at the University of Oulu in Finland, where he was working at the Department of Information Processing Science. Jarkko intended to extend the BBS software he administered, to allow news in the Usenet style, real time discussions and similar BBS features. The first part he implemented was the chat part, which he did with borrowed parts written by his friends Jyrki Kuoppala and Jukka Pihl. The first IRC network was running on a single server named tolsun.oulu.fi. Oikarinen found inspiration in a chat system known as Bitnet Relay, which operated on the BITNET.
Jyrki Kuoppala pushed Oikarinen to ask Oulu University to free the IRC code so that it also could be run outside of Oulu, and after they finally got it released, Jyrki Kuoppala immediately installed another server. This was the first "irc network". Oikarinen got some friends at the Helsinki University and Tampere University to start running IRC servers when his number of users increased and other universities soon followed. At this time Oikarinen realized that the rest of the BBS features probably wouldn't fit in his program.
Oikarinen got in touch with people at the University of Denver and Oregon State University. They had their own IRC network running and wanted to connect to the Finnish network. They had obtained the program from one of Oikarinen's friends, Vijay Subramaniam—the first non-Finnish person to use IRC. IRC then grew larger and got used on the entire Finnish national network—Funet—and then connected to Nordunet, the Scandinavian branch of the Internet. In November 1988, IRC had spread across the Internet and in the middle of 1989, there were some 40 servers worldwide.
In August 1990, the first major disagreement took place in the IRC world. The "A-net" (Anarchy net) included a server named eris.berkeley.edu. It was all open, required no passwords and had no limit on the number of connects. As Greg "wumpus" Lindahl explains: "it had a wildcard server line, so people were hooking up servers and nick-colliding everyone". The "Eris Free Network", EFnet, made the eris machine the first to be Q-lined (Q for quarantine) from IRC. In wumpus' words again: "Eris refused to remove that line, so I formed EFnet. It wasn't much of a fight; I got all the hubs to join, and almost everyone else got carried along." A-net was formed with the eris servers, while EFnet was formed with the non-eris servers. History showed most servers and users went with EFnet. Once ANet disbanded, the name EFnet became meaningless, and once again it was the one and only IRC network.
It is around that time that IRC was used to report on the 1991 Soviet coup d'état attempt throughout a media blackout. It was previously used in a similar fashion during the Gulf War. Chat logs of these and other events are kept in the ibiblio archive.
Another fork effort, the first that really made a big and lasting difference, was initiated by 'Wildthang' in the U.S. October 1992 (it forked off the EFnet ircd version 2.8.10). It was meant to be just a test network to develop bots on but it quickly grew to a network "for friends and their friends". In Europe and Canada a separate new network was being worked on and in December the French servers connected to the Canadian ones, and by the end of the month, the French and Canadian network was connected to the US one, forming the network that later came to be called "The Undernet".
The "undernetters" wanted to take ircd further in an attempt to make it less bandwidth consumptive and to try to sort out the channel chaos (netsplits and takeovers) that EFnet started to suffer from. For the latter purpose, the Undernet implemented timestamps, new routing and offered the CService—a program that allowed users to register channels and then attempted to protect them from troublemakers. The very first server list presented, from 15 February 1993, includes servers from USA, Canada, France, Croatia and Japan. On 15 August, the new user count record was set to 57 users.
In May 1993, RFC 1459 was published and details a simple protocol for client/server operation, channels, one-to-one and one-to-many conversations. It is notable that a significant number of extensions like CTCP, colors and formats are not included in the protocol specifications, nor is character encoding, which led various implementations of servers and clients to diverge. In fact, software implementation varied significantly from one network to the other, each network implementing their own policies and standards in their own code bases.
During the summer of 1994, the Undernet was itself forked. The new network was called DALnet (named after its founder: dalvenjah), formed for better user service and more user and channel protections. One of the more significant changes in DALnet was use of longer nicknames (the original ircd limit being 9 letters). DALnet ircd modifications were made by Alexei "Lefler" Kosut. DALnet was thus based on the Undernet ircd server, although the DALnet pioneers were EFnet abandoners. According to James Ng, the initial DALnet people were "ops in #StarTrek sick from the constant splits/lags/takeovers/etc".
DALnet quickly offered global WallOps (IRCop messages that can be seen by users who are +w (/mode NickName +w)), longer nicknames, Q:Lined nicknames (nicknames that cannot be used i.e. ChanServ, IRCop, NickServ, etc.), global K:Lines (ban of one person or an entire domain from a server or the entire network), IRCop only communications: GlobOps, +H mode showing that an IRCop is a "helpop" etc. Much of DALnet's new functions were written in early 1995 by Brian "Morpher" Smith and allow users to own nicknames, control channels, send memos, and more.
In July 1996, after months of flame wars and discussions on the mailing list, there was yet another split due to disagreement in how the development of the ircd should evolve. Most notably, the "european" (most of those servers were in Europe) side that later named itself IRCnet argued for nick and channel delays where the EFnet side argued for timestamps. There were also disagreements about policies: the European side had started to establish a set of rules directing what IRCops could and could not do, a point of view opposed by the US side.
Most (not all) of the IRCnet servers were in Europe, while most of the EFnet servers were in the US. This event is also known as "The Great Split" in many IRC societies. EFnet has since (as of August 1998) grown and passed the number of users it had then. In the (northern) autumn of the year 2000, EFnet had some 50,000 users and IRCnet 70,000.
IRC has changed much over its life on the Internet. New server software has added a multitude of new features.
, a new standardization effort is under way under a working group called IRCv3, which focuses on more advanced client features like instant notifications, better history support and improved security. , no major IRC networks have fully adopted the proposed standard.
After its golden era during the 1990s and early 2000s (240,000 users on QuakeNet in 2004), IRC has seen a significant decline, losing around 60% of users between 2003 and 2012, with users moving to newer social media platforms like Facebook or Twitter, but also to open platforms like XMPP which was developed in 1999. Certain networks like Freenode have not followed the overall trend and have more than quadrupled in size during the same period. As of 2016, Freenode is the largest IRC network with around 90,000 users.
The largest IRC networks have traditionally been grouped as the "Big Four"—a designation for networks that top the statistics. The Big Four networks change periodically, but due to the community nature of IRC there are a large number of other networks for users to choose from.
Historically the "Big Four" were:
IRC reached 6 million simultaneous users in 2001 and 10 million users in 2003, dropping to 371k in 2018.
, the largest IRC networks are:
Today, the top 100 IRC networks have around 370k users connected at peak hours.
IRC is an open protocol that uses TCP and, optionally, TLS. An IRC server can connect to other IRC servers to expand the IRC network. Users access IRC networks by connecting a client to a server. There are many client implementations, such as mIRC, HexChat and irssi, and server implementations, e.g. the original IRCd. Most IRC servers do not require users to register an account but a nick is required before being connected.
IRC was originally a plain text protocol (although later extended), which on request was assigned port 194/TCP by IANA. However, the "de facto" standard has always been to run IRC on 6667/TCP and nearby port numbers (for example TCP ports 6660–6669, 7000) to avoid having to run the IRCd software with root privileges.
The protocol specified that characters were 8-bit but did not specify the character encoding the text was supposed to use. This can cause problems when users using different clients and/or different platforms want to converse.
All client-to-server IRC protocols in use today are descended from the protocol implemented in the irc2.4.0 version of the IRC2 server, and documented in RFC 1459. Since RFC 1459 was published, the new features in the irc2.10 implementation led to the publication of several revised protocol documents (RFC 2810, RFC 2811, RFC 2812 and RFC 2813); however, these protocol changes have not been widely adopted among other implementations.
Although many specifications on the IRC protocol have been published, there is no official specification, as the protocol remains dynamic. Virtually no clients and very few servers rely strictly on the above RFCs as a reference.
Microsoft made an extension for IRC in 1998 via the proprietary IRCX. They later stopped distributing software supporting IRCX, instead developing the proprietary MSNP.
The standard structure of a network of IRC servers is a tree. Messages are routed along only necessary branches of the tree but network state is sent to every server and there is generally a high degree of implicit trust between servers. However, this architecture has a number of problems. A misbehaving or malicious server can cause major damage to the network and any changes in structure, whether intentional or a result of conditions on the underlying network, require a net-split and net-join. This results in a lot of network traffic and spurious quit/join messages to users and temporary loss of communication to users on the splitting servers. Adding a server to a large network means a large background bandwidth load on the network and a large memory load on the server. Once established, however, each message to multiple recipients is delivered in a fashion similar to multicast, meaning each message travels a network link exactly once. This is a strength in comparison to non-multicasting protocols such as Simple Mail Transfer Protocol (SMTP) or Extensible Messaging and Presence Protocol (XMPP).
An IRC daemon can also be used on a local area network (LAN). IRC can thus be used to facilitate communication between people within the local area network (internal communication).
IRC has a line-based structure. Clients send single-line messages to the server, receive replies to those messages and receive copies of some messages sent by other clients. In most clients, users can enter commands by prefixing them with a '/'. Depending on the command, these may either be handled entirely by the client, or (generally for commands the client does not recognize) passed directly to the server, possibly with some modification.
Due to the nature of the protocol, automated systems cannot always correctly pair a sent command with its reply with full reliability and are subject to guessing.
The basic means of communicating to a group of users in an established IRC session is through a "channel". Channels on a network can be displayed using the IRC command "LIST", which lists all currently available channels that do not have the modes +s or +p set, on that particular network.
Users can "join" a channel using the "JOIN" command, in most clients available as "/join #channelname". Messages sent to the joined channels are then relayed to all other users.
Channels that are available across an entire IRC network are prefixed with a '#', while those local to a server use '&'. Other less common channel types include '+' channels—'modeless' channels without operators—and '!' channels, a form of timestamped channel on normally non-timestamped networks.
Users and channels may have "modes" that are represented by single case-sensitive letters and are set using the "MODE" command. User modes and channel modes are separate and can use the same letter to mean different things (e.g. user mode "i" is invisible mode while channel mode "i" is invite only.) Modes are usually set and unset using the mode command that takes a target (user or channel), a set of modes to set (+) or unset (-) and any parameters the modes need.
Some channel modes take parameters and other channel modes apply to a user on a channel or add or remove a mask (e.g. a ban mask) from a list associated with the channel rather than applying to the channel as a whole. Modes that apply to users on a channel have an associated symbol that is used to represent the mode in names replies (sent to clients on first joining a channel and use of the names command) and in many clients also used to represent it in the client's displayed list of users in a channel or to display an own indicator for a user's modes.
In order to correctly parse incoming mode messages and track channel state the client must know which mode is of which type and for the modes that apply to a user on a channel which symbol goes with which letter. In early implementations of IRC this had to be hard-coded in the client but there is now a de facto standard extension to the protocol called ISUPPORT that sends this information to the client at connect time using numeric 005.
There is a small design fault in IRC regarding modes that apply to users on channels: the names message used to establish initial channel state can only send one such mode per user on the channel, but multiple such modes can be set on a single user. For example, if a user holds both operator status (+o) and voice status (+v) on a channel, a new client will be unable to see the mode with less priority (i.e. voice). Workarounds for this are possible on both the client and server side but none are widely implemented.
Many daemons and networks have added extra modes or modified the behavior of modes in the above list.
A "Channel Operator" is a client on an IRC channel that manages the channel.
IRC Channel Operators can be easily seen by the a symbol or icon next to their name (varies by client implementation, commonly a "@" symbol prefix, a green circle, or a Latin letter "+o"/"o").
On most networks, an operator can:
There are also users who maintain elevated rights on their local server, or the entire network; these are called IRC operators, sometimes shortened to IRCops or Opers (not to be confused with channel operators). As the implementation of the IRCd varies, so do the privileges of the IRC operator on the given IRCd. RFC 1459 claims that IRC operators are "a necessary evil" to keep a clean state of the network, and as such they need to be able to disconnect and reconnect servers. Additionally, to prevent malicious users or even harmful automated programs from entering IRC, IRC operators are usually allowed to disconnect clients and completely ban IP addresses or complete subnets. Networks that carry services (NickServ et al.) usually allow their IRC operators also to handle basic "ownership" matters. Further privileged rights may include overriding channel bans (being able to join channels they would not be allowed to join, if they were not opered), being able to op themselves on channels where they would not be able without being opered, being auto-opped on channels always and so forth.
A hostmask is a unique identifier of an IRC client connected to an IRC server. IRC servers, services, and other clients, including bots, can use it to identify a specific IRC session.
The format of a hostmask is codice_1. The hostmask looks similar to, but should not be confused with an e-mail address.
The nick part is the nickname chosen by the user and may be changed while connected.
The user part is the username reported by ident on the client. If ident is not available on the client, the username specified when the client connected is used after being prefixed with a tilde.
The host part is the hostname the client is connecting from. If the IP address of the client cannot be resolved to a valid hostname by the server, it is used instead of the hostname.
Because of the privacy implications of exposing the IP address or hostname of a client, some IRC daemons also provide privacy features, such as InspIRCD or UnrealIRCd's "+x" mode. This hashes a client IP address or masks part of a client's hostname, making it unreadable to users other than IRCops. Users may also have the option of requesting a "virtual host" (or "vhost"), to be displayed in the hostmask to allow further anonymity. Some IRC networks such as Freenode use these as "cloaks" to indicate that a user is affiliated with a group or project.
There are three recognized uniform resource identifier (URI) schemes for Internet Relay Chat: codice_2, codice_3, and codice_4. When supported, they allow hyperlinks of various forms, including
(where items enclosed within brackets ([,]) are optional) to be used to (if necessary) connect to the specified host (or network, if known to the IRC client) and join the specified channel. (This can be used within the client itself, or from another application such as a Web browser). irc is the default URI, irc6 specifies a connection to be made using IPv6, and ircs specifies a secure connection.
Per the specification, the usual hash symbol (#) will be prepended to channel names that begin with an alphanumeric character—allowing it to be omitted. Some implementations (for example, mIRC) will do so "unconditionally" resulting in a (usually unintended) extra (for example, ##channel), if included in the URL.
Some implementations allow multiple channels to be specified, separated by commas.
Issues in the original design of IRC were the amount of shared state data being a limitation on its scalability, the absence of unique user identifications leading to the nickname collision problem, lack of protection from netsplits by means of cyclic routing, the trade-off in scalability for the sake of real-time user presence information, protocol weaknesses providing a platform for abuse, no transparent and optimizable message passing, and no encryption. Some of these issues have been addressed in "Modern IRC".
Because IRC connections may be unencrypted and typically span long time periods, they are an attractive target for DoS/DDoS attackers and hackers. Because of this, careful security policy is necessary to ensure that an IRC network is not susceptible to an attack such as a takeover war. IRC networks may also K-line or G-line users or servers that have a harming effect.
Some IRC servers support SSL/TLS connections for security purposes. This helps stop the use of packet sniffer programs to obtain the passwords of IRC users, but has little use beyond this scope due to the public nature of IRC channels. SSL connections require both client and server support (that may require the user to install SSL binaries and IRC client specific patches or modules on their computers). Some networks also use SSL for server-to-server connections, and provide a special channel flag (such as codice_5) to only allow SSL-connected users on the channel, while disallowing operator identification in clear text, to better utilize the advantages that SSL provides.
IRC served as an early laboratory for many kinds of Internet attacks, such as using fake ICMP unreachable messages to break TCP-based IRC connections (nuking) to annoy users or facilitate takeovers.
One of the most contentious technical issues surrounding IRC implementations, which survives to this day, is the merit of "Nick/Channel Delay" vs. "Timestamp" protocols. Both methods exist to solve the problem of denial-of-service attacks, but take very different approaches.
The problem with the original IRC protocol as implemented was that when two servers split and rejoined, the two sides of the network would simply merge their channels. If a user could join on a "split" server, where a channel that existed on the other side of the network was empty, and gain operator status, they would become a channel operator of the "combined" channel after the netsplit ended; if a user took a nickname that existed on the other side of the network, the server would kill both users when rejoining (i.e., 'nick-collision').
This was often abused to "mass-kill" all users on a channel, thus creating "opless" channels where no operators were present to deal with abuse. Apart from causing problems within IRC, this encouraged people to conduct denial-of-service attacks against IRC servers in order to cause netsplits, which they would then abuse.
The nick delay and channel delay strategies aim to prevent abuse by delaying reconnections and renames. After a user signs off and the nickname becomes available, or a channel ceases to exist because all its users parted (as often happens during a netsplit), the server will not allow any user to use that nickname or join that channel, until a certain period of time (the "delay") has passed. The idea behind this is that even if a netsplit occurs, it is useless to an abuser because they cannot take the nickname or gain operator status on a channel, and thus no collision of a nickname or 'merging' of a channel can occur. To some extent, this inconveniences legitimate users, who might be forced to briefly use a different name after rejoining (appending an underscore is popular).
The timestamp protocol is an alternative to nick/channel delays which resolves collisions using timestamped priority. Every nickname and channel on the network is assigned a timestampthe date and time when it was created. When a netsplit occurs, two users on each side are free to use the same nickname or channel, but when the two sides are joined, only one can survive. In the case of nicknames, the newer user, according to their TS, is killed; when a channel collides, the members (users on the channel) are merged, but the channel operators on the "losing" side of the split lose their channel operator status.
TS is a much more complicated protocol than ND/CD, both in design and implementation, and despite having gone through several revisions, some implementations still have problems with "desyncs" (where two servers on the same network disagree about the current state of the network), and allowing too much leniency in what was allowed by the 'losing' side. Under the original TS protocols, for example, there was no protection against users setting bans or other modes in the losing channel that would then be merged when the split rejoined, even though the users who had set those modes lost their channel operator status. Some modern TS-based IRC servers have also incorporated some form of ND and/or CD in addition to timestamping in an attempt to further curb abuse.
Most networks today use the timestamping approach. The timestamp versus ND/CD disagreements caused several servers to split away from EFnet and form the newer IRCnet. After the split, EFnet moved to a TS protocol, while IRCnet used ND/CD.
In recent versions of the IRCnet ircd, as well as ircds using the TS6 protocol (including Charybdis), ND has been extended/replaced by a mechanism called SAVE. This mechanism assigns every client a UID upon connecting to an IRC server. This ID starts with a number, which is forbidden in nicks (although some ircds, namely IRCnet and InspIRCd, allow clients to switch to their own UID as the nickname).
If two clients with the same nickname join from different sides of a netsplit ("nick collision"), the first server to see this collision will force "both" clients to change their nick to their UID, thus saving both clients from being disconnected. On IRCnet, the nickname will also be locked for some time (ND) to prevent both clients from changing back to the original nickname, thus colliding again.
Client software exists for various operating systems or software packages, as well as web-based or inside games. Many different clients are available for the various operating systems, including Windows, Unix and Linux, Mac OS X and mobile operating systems (such as iOS and Android). On Windows, mIRC is one of the most popular clients.
Some programs which are extensible through plug-ins also serve as platforms for IRC clients. For instance, a client called ERC, written entirely in Emacs Lisp, is included in v.22.3 of Emacs. Therefore, any platform that can run Emacs can run ERC.
A number of web browsers have built-in IRC clients, such as Opera (version 12.18 and earlier) and the ChatZilla add-on for Mozilla Firefox (for Firefox 56 and earlier; included as a built-in component of SeaMonkey). Web-based clients, such as Mibbit and open source KiwiIRC, can run in most browsers.
Games such as "War§ow", "Unreal Tournament" (up to Unreal Tournament 2004), "Uplink", "Spring Engine"-based games, 0 A.D. and "ZDaemon" have included IRC.
Ustream's chat interface is IRC with custom authentication as well as Twitch's (formerly Justin.tv).
A typical use of bots in IRC is to provide IRC services or specific functionality within a channel such as to host a chat-based game or provide notifications of external events. However, some IRC bots are used to launch malicious attacks such as denial of service, spamming, or exploitation.
A program that runs as a daemon on a server and functions as a persistent proxy is known as a BNC or bouncer. The purpose is to maintain a connection to an IRC server, acting as a relay between the server and client, or simply to act as a proxy. Should the client lose network connectivity, the BNC may stay connected and archive all traffic for later delivery, allowing the user to resume their IRC session without disrupting their connection to the server.
Furthermore, as a way of obtaining a bouncer-like effect, an IRC client (typically text-based, for example Irssi) may be run on an always-on server to which the user connects via ssh. This also allows devices that only have ssh functionality, but no actual IRC client installed themselves, to connect to the IRC, and it allows sharing of IRC sessions.
To keep the IRC client from quitting when the ssh connection closes, the client can be run inside a terminal multiplexer such as GNU Screen or tmux, thus staying connected to the IRC network(s) constantly and able to log conversation in channels that the user is interested in, or to maintain a channel's presence on the network. Modelled after this setup, in 2004 an IRC client following the client-server model, called Smuxi, was launched.
There are numerous search engines available to aid the user in finding what they are looking for on IRC. Generally the search engine consists of two parts, a "back-end" (or "spider/crawler") and a front-end "search engine".
The back-end (spider/webcrawler) is the work horse of the search engine. It is responsible for crawling IRC servers to index the information being sent across them. The information that is indexed usually consists solely of channel text (text that is publicly displayed in public channels). The storage method is usually some sort of relational database, like MySQL or Oracle.
The front-end "search engine" is the user interface to the database. It supplies users with a way to search the database of indexed information to retrieve the data they are looking for. These front-end search engines can also be coded in numerous programming languages.
Most search engines have their own spider that is a single application responsible for crawling IRC and indexing data itself; however, others are "user based" indexers. The latter rely on users to install their "add-on" to their IRC client; the add-on is what sends the database the channel information of whatever channels the user happens to be on.
Many users have implemented their own ad hoc search engines using the logging features built into many IRC clients. These search engines are usually implemented as bots and dedicated to a particular channel or group of associated channels.
IRC still lacks a single globally accepted standard convention for how to transmit characters outside the 7-bit ASCII repertoire.
IRC servers normally transfer messages from a client to another client just as byte sequences, without any interpretation or recoding of characters. The IRC protocol (unlike e.g. MIME or HTTP) lacks mechanisms for announcing and negotiating character encoding options. This has put the responsibility for choosing the appropriate character codec on the client. In practice, IRC channels have largely used the same character encodings that were also used by operating systems (in particular Unix derivatives) in the respective language communities:
Today, the UTF-8 encoding of Unicode/ISO 10646 would be the most likely contender for a single future standard character encoding for all IRC communication, if such standard ever relaxed the 510-byte message size restriction. UTF-8 is ASCII compatible and covers the superset of all other commonly used coded character set standards.
Much like conventional P2P file sharing, users can create file servers that allow them to share files with each other by using customised IRC bots or scripts for their IRC client. Often users will group together to distribute warez via a network of IRC bots.
Technically, IRC provides no file transfer mechanisms itself; file sharing is implemented by IRC "clients", typically using the Direct Client-to-Client (DCC) protocol, in which file transfers are negotiated through the exchange of private messages between clients. The vast majority of IRC clients feature support for DCC file transfers, hence the view that file sharing is an integral feature of IRC. The commonplace usage of this protocol, however, sometimes also causes DCC spam. DCC commands have also been used to exploit vulnerable clients into performing an action such as disconnecting from the server or exiting the client.
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Ideogram
An ideogram or ideograph (from Greek "idea" and "to write") is a graphic symbol that represents an idea or concept, independent of any particular language, and specific words or phrases. Some ideograms are comprehensible only by familiarity with prior convention; others convey their meaning through pictorial resemblance to a physical object, and thus may also be referred to as pictograms.
In proto-writing, used for inventories and the like, physical objects are represented by stylized or conventionalized pictures, or pictograms. For example, the pictorial Dongba symbols without Geba annotation cannot represent the Naxi language, but are used as a mnemonic for reciting oral literature.
Some systems also use ideograms, symbols denoting abstract concepts.
The term "ideogram" is often used to describe symbols of writing systems such as Egyptian hieroglyphs, Sumerian cuneiform and Chinese characters. However, these symbols represent elements of a particular language, mostly words or morphemes (so that they are logograms), rather than objects or concepts. In these writing systems, a variety of strategies were employed in the design of logographic symbols.
Pictographic symbols depict the object referred to by the word, such as an icon of a bull denoting the Semitic word "ʾālep" "ox".
Some words denoting abstract concepts may be represented iconically, but most other words are represented using the rebus principle, borrowing a symbol for a similarly-sounding word. Later systems used selected symbols to represent the sounds of the language, for example the adaptation of the logogram for "ʾālep" "ox" as the letter aleph representing the initial sound of the word, a glottal stop.
Many signs in hieroglyphic as well as in cuneiform writing could be used either logographically or phonetically. For example, the Akkadian sign DIĜIR () could represent the god An, the word "diĝir" 'deity' or the word "an" 'sky'. The Akkadian counterpart could represent the Akkadian stem "il-" 'deity', the Akkadian word "šamu" 'sky', or the syllable "an".
Although Chinese characters are logograms, two of the smaller classes in the traditional classification are ideographic in origin:
An example of ideograms is the collection of 50 signs developed in the 1970s by the American Institute of Graphic Arts at the request of the US Department of Transportation. The system was initially used to mark airports and gradually became more widespread.
Mathematical symbols are a type of ideogram.
Inspired by inaccurate early descriptions of Chinese and Japanese characters as ideograms, many Western thinkers have sought to design universal written languages, in which symbols denote concepts rather than words. An early proposal was "An Essay towards a Real Character, and a Philosophical Language" (1668) by John Wilkins. A recent example is the system of Blissymbols, which was proposed by Charles K. Bliss in 1949 and currently includes over 2,000 symbols.
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Irish Republican Army (1919–1922)
The Irish Republican Army (IRA) () was an Irish republican revolutionary paramilitary organisation. The ancestor of many groups also known as the Irish Republican Army, and distinguished from them as the Old IRA, it was descended from the Irish Volunteers, an organisation established on 25 November 1913 that staged the Easter Rising in April 1916. In 1919, the Irish Republic that had been proclaimed during the Easter Rising was formally established by an elected assembly (Dáil Éireann), and the Irish Volunteers were recognised by Dáil Éireann as its legitimate army. Thereafter, the IRA waged a guerrilla campaign against the British occupation of Ireland in the 1919–1921 Irish War of Independence.
Following the signing in 1921 of the Anglo-Irish Treaty, which ended the War of Independence, a split occurred within the IRA. Members who supported the treaty formed the nucleus of the Irish National Army. However, the majority of the IRA was opposed to the treaty. The anti-treaty IRA fought a civil war against the Free State Army in 1922–23, with the intention of creating a fully independent all-Ireland republic. Having lost the civil war, this group remained in existence, with the intention of overthrowing the governments of both the Irish Free State and Northern Ireland and achieving the Irish Republic proclaimed in 1916.
The Irish Volunteers, founded in 1913, staged the Easter Rising, which aimed at ending British rule in Ireland, in 1916. Following the suppression of the Rising, thousands of Volunteers were imprisoned or interned, leading to the break-up of the organisation. It was reorganised in 1917 following the release of first the internees and then the prisoners. At the army convention held in Dublin in October 1917, Éamon de Valera was elected president, Michael Collins Director for Organisation and Cathal Brugha Chairman of the Resident Executive, which in effect made him Chief of Staff.
Following the success of Sinn Féin in the general election of 1918 and the setting up of the First Dáil (the legislature of the Irish Republic), Volunteers commenced military action against the Royal Irish Constabulary (RIC), the paramilitary police force in Ireland, and subsequently against the British Army. It began with the Soloheadbeg Ambush, when members of the Third Tipperary Brigade led by Séumas Robinson, Seán Treacy, Dan Breen and Seán Hogan, seized a quantity of gelignite, killing two RIC constables in the process. The Dáil leadership worried that the Volunteers would not accept its authority, given that, under their own constitution, they were bound to obey "their" own executive and no other body. In August 1919, Brugha proposed to the Dáil that the Volunteers be asked to swear allegiance to the Dáil, but another year passed before the Volunteers took an oath of allegiance to the Irish Republic and its government, "throughout August 1920". During this time, the Volunteers gradually became known as the Irish Republican Army (IRA).
A power struggle continued between Brugha and Collins, both cabinet ministers, over who had the greater influence. Brugha was nominally the superior as Minister for Defence, but Collins's power base came from his position as Director of Organisation of the IRA and from his membership on the Supreme Council of the IRB. De Valera resented Collins's clear power and influence, which he saw as coming more from the secretive IRB than from his position as a Teachta Dála (TD) and minister in the Aireacht. Brugha and de Valera both urged the IRA to undertake larger, more conventional military actions for the propaganda effect but were ignored by Collins and Mulcahy. Brugha at one stage proposed the assassination of the entire British cabinet. This was also discounted due to its presumed negative effect on British public opinion. Moreover, many members of the Dáil, notably Arthur Griffith did not approve of IRA violence and would have preferred a campaign of passive resistance to British rule. The Dáil belatedly accepted responsibility for IRA actions in April 1921, just three months before the end of the Irish War of Independence.
In practice, the IRA was commanded by Collins, with Richard Mulcahy as second in command. These men were able to issue orders and directives to IRA guerrilla units around the country and at times to send arms and organisers to specific areas. However, because of the localised and irregular character of the war, they were only able to exert limited control over local IRA commanders such as Tom Barry, Liam Lynch in Cork and Seán Mac Eoin in Longford.
The IRA claimed a total strength of 70,000, but only about 3,000 were actively engaged in fighting against the Crown. The IRA distrusted those Irishmen who had fought in the British Army during the First World War as potential informers, but there were a number of exceptions such as Emmet Dalton, Tom Barry and Martin Doyle. The IRA divided its members into three classes, namely "unreliable", "reliable" and "active". The "unreliable" members were those who were nominally IRA members but did not do very much for the struggle, "reliable" members played a supporting role in the war while occasionally fighting and the "active" men those who were engaged in full-time fighting. Of the IRA brigades only about one to two-thirds were considered to be "reliable" while those considered "active" were even smaller. A disproportionate number of the "active" IRA men were teachers; medical students; shoe-makers and boot-makers; those engaged in building trades like painters, carpenters, bricklayers, etc.; draper's assistants; and creamery workers. The Canadian historian Peter Hart wrote "...the guerrillas were disproportionately skilled, trained and urban". Farmers and fishermen tended to be underrepresented in the IRA. Those Irishmen engaged in white-collar trades or working as skilled labourers were much more likely to be involved in cultural nationalist groups like the Gaelic League than farmers or fishermen, and thus to have a stronger sense of Irish nationalism. Furthermore, the authority of the Crown tended to be stronger in towns and cities than in the countryside and as such those engaged in Irish nationalist activities in urban areas were much more likely to come into conflict with the Crown, thus leading to a greater chance of radicalisation. Finally, the British tactic of blowing up the homes of IRA members had the effect of discouraging many farmers from joining the struggle as the destruction of the family farm could easily reduce a farmer and his family to destitution. Of the "active" IRA members, three-quarters were in their late teens or early 20s and only 5% of the "active" men were in the age range of 40 or older. The "active" members were overwhelmingly single men with only 4% being married or engaged in a relationship. The life of an "active" IRA man with its stress of living on the run and constantly being in hiding tended to attract single men who could adjust to this lifestyle far more easily than a man in a relationship. Furthermore, the IRA preferred to recruit single men as it was found that singles could devote themselves more wholeheartedly to the struggle.
Women were active in the republican movement, but almost no women fought with the IRA whose "active" members were almost entirely male. The IRA was not a sectarian group and went out of its way to proclaim it was open to all Irishmen, but its membership was largely Catholic with virtually no Protestants serving as "active" IRA men. Hart wrote that in his study of the IRA membership that he found only three Protestants serving as "active" IRA men between 1919 and 1921. Of the 917 IRA men convicted by British courts under the Defence of the Realm Act in 1919, only one was a Protestant. The majority of those serving in the IRA were practicing Catholics, but there was a large minority of "pagans" as atheists or non-practicing Catholics were known in Ireland. The majority of the IRA men serving in metropolitan Britain were permanent residents with very few sent over from Ireland. The majority of the IRA men operating in Britain were Irish-born, but there a substantial minority who were British-born, something that made them especially insistent on asserting their Irish identity.
The IRA fought a guerrilla war against the Crown forces in Ireland from 1919 to July 1921. The most intense period of the war was from November 1920 onwards. The IRA campaign can broadly be split into three phases. The first, in 1919, involved the re-organisation of the Irish Volunteers as a guerrilla army and only sporadic attacks. Organisers such as Ernie O'Malley were sent around the country to set up viable guerrilla units. On paper, there were 100,000 or so Volunteers enrolled after the conscription crisis of 1918. However, only about 15,000 of these participated in the guerrilla war. In 1919, Collins, the IRA's Director of Intelligence, organised the "Squad"—an assassination unit based in Dublin which killed police involved in intelligence work (the Irish playwright Brendan Behan's father Stephen Behan was a member of the Squad). Typical of Collins's sardonic sense of humour, the Squad was often referred to as his "Twelve Apostles". In addition, there were some arms raids on RIC barracks. By the end of 1919, four Dublin Metropolitan Police and 11 RIC men had been killed. The RIC abandoned most of their smaller rural barracks in late 1919. Around 400 of these were burned in a co-ordinated IRA operation around the country in April 1920.
The second phase of the IRA campaign, roughly from January to July 1920, involved attacks on the fortified police barracks located in the towns. Between January and June 1920, 16 of these were destroyed and 29 badly damaged. Several events of late 1920 greatly escalated the conflict. Firstly, the British declared martial law in parts of the country—allowing for internment and executions of IRA men. Secondly they deployed paramilitary forces, the Black and Tans and Auxiliary Division, and more British Army personnel into the country. Thus, the third phase of the war (roughly August 1920 – July 1921) involved the IRA taking on a greatly expanded British force, moving away from attacking well-defended barracks and instead using ambush tactics. To this end the IRA was re-organised into "flying columns"—permanent guerrilla units, usually about 20 strong, although sometimes larger. In rural areas, the flying columns usually had bases in remote mountainous areas.
While most areas of the country saw some violence in 1919–1921, the brunt of the war was fought in Dublin and the southern province of Munster. In Munster, the IRA carried out a significant number of successful actions against British troops, for instance the ambushing and killing of 17 of 18 Auxiliaries by Tom Barry's column at Kilmicheal in West Cork in November 1920, or Liam Lynch's men killing 13 British soldiers near Millstreet early in the next year. At the Crossbarry Ambush in March 1921, 100 or so of Barry's men fought a sizeable engagement with a British column of 1,200, escaping from the British encircling manoeuvre. In Dublin, the "Squad" and elements of the IRA Dublin Brigade were amalgamated into the "Active Service Unit", under Oscar Traynor, which tried to carry out at least three attacks on British troops a day. Usually, these consisted of shooting or grenade attacks on British patrols. Outside Dublin and Munster, there were only isolated areas of intense activity. For instance, the County Longford IRA under Seán Mac Eoin carried out a number of well planned ambushes and successfully defended the village of Ballinalee against Black and Tan reprisals in a three-hour gun battle. In County Mayo, large-scale guerrilla action did not break out until spring 1921, when two British forces were ambushed at Carrowkennedy and Tourmakeady. Elsewhere, fighting was more sporadic and less intense.
In Belfast, the war had a character all of its own. The city had a Protestant and unionist majority and IRA actions were responded to with reprisals against the Catholic population, including killings (such as the McMahon killings) and the burning of many homes – as on Belfast's Bloody Sunday. The IRA in Belfast and the north generally, although involved in protecting the Catholic community from loyalists and state forces, undertook an arson campaign against factories and commercial premises. The violence in Belfast alone, which continued until October 1922 (long after the truce in the rest of the country), claimed the lives of between 400 and 500 people.
In April 1921, the IRA was again reorganised, in line with the Dáil's endorsement of its actions, along the lines of a regular army. Divisions were created based on region, with commanders being given responsibility, in theory, for large geographical areas. In practice, this had little effect on the localised nature of the guerrilla warfare.
In May 1921, the IRA in Dublin attacked and burned the Custom House. The action was a serious setback as five members were killed and eighty captured.
By the end of the war in July 1921, the IRA was hard-pressed by the deployment of more British troops into the most active areas and a chronic shortage of arms and ammunition. It has been estimated that the IRA had only about 3,000 rifles (mostly captured from the British) during the war, with a larger number of shotguns and pistols. An ambitious plan to buy arms from Italy in 1921 collapsed when the money did not reach the arms dealers. Towards the end of the war, some Thompson submachine guns were imported from the United States; however 450 of these were intercepted by the American authorities and the remainder only reached Ireland shortly before the Truce.
By June 1921, Collins' assessment was that the IRA was within weeks, possibly even days, of collapse. It had few weapons or ammunition left. Moreover, almost 5,000 IRA men had been imprisoned or interned and over 500 killed. Collins and Mulcahy estimated that the number of effective guerrilla fighters was down to 2,000–3,000. However, in the summer of 1921, the war was abruptly ended.
The Irish War of Independence was a brutal and bloody affair, with violence and acts of extreme brutality on both sides. The British recruited hundreds of World War I veterans into the RIC and sent them to Ireland. Because there was initially a shortage of RIC uniforms, the veterans at first wore a combination of dark green RIC uniforms and khaki British Army uniforms, which inspired the nickname "Black and Tans". The brutality of the Black and Tans is now well-known, although the greatest violence attributed to the Crown's forces was often that of the Auxiliary Division of the Constabulary. One of the strongest critics of the Black and Tans was King George V who in May 1921 told Lady Margery Greenwood that "he hated the idea of the Black and Tans."
The most high-profile atrocity of the war took place in Dublin in November 1920, and is still known as Bloody Sunday. In the early hours of the morning, Collins' "Squad" killed fourteen British spies, some in front of their wives. In reprisal, that afternoon, British forces opened fire on a football crowd at Croke Park, killing 14 civilians. Towards the end of the day, two prominent Republicans and a friend of theirs were arrested and killed by Crown Forces.
The IRA was also involved in the destruction of many stately homes in Munster. The Church of Ireland Gazette recorded numerous instances of Unionists and Loyalists being shot, burnt or forced from their homes during the early 1920s. In County Cork between 1920 and 1923 the IRA shot over 200 civilians of whom over 70 (or 36%) were Protestants: five times the percentage of Protestants in the civilian population. This was due to the historical inclination of Protestants towards loyalty to the United Kingdom. A convention of Irish Protestant Churches in Dublin in May 1922 signed a resolution placing "on record" that "hostility to Protestants by reason of their religion has been almost, if not wholly, unknown in the twenty-six counties in which Protestants are in the minority."
Many historic buildings in Ireland were destroyed during the war, most famously the Custom House in Dublin, which was disastrously attacked on de Valera's insistence, to the horror of the more militarily experienced Collins. As he feared, the destruction proved a pyrrhic victory for the Republic, with so many IRA men killed or captured that the IRA in Dublin suffered a severe blow.
This was also a period of social upheaval in Ireland, with frequent strikes as well as other manifestations of class conflict. In this regard, the IRA acted to a large degree as an agent of social control and stability, driven by the need to preserve cross-class unity in the national struggle, and on occasion being used to break strikes.
Assessments of the effectiveness of the IRA's campaign vary. They were never in a position to engage in conventional warfare. The political, military and financial costs of remaining in Ireland were higher than the British government was prepared to pay and this in a sense forced them into negotiations with the Irish political leaders. According to historian Michael Hopkinson, the guerrilla warfare "was often courageous and effective". Historian David Fitzpatrick observes, "The guerrilla fighters...were vastly outnumbered by the forces of the Crown... The success of the Irish Volunteers in surviving so long is therefore noteworthy."
David Lloyd George, the British Prime Minister, at the time, found himself under increasing pressure (both internationally and from within the British Isles) to try to salvage something from the situation. This was a complete reversal on his earlier position. He had consistently referred to the IRA as a "murder gang" up until then. An unexpected olive branch came from King George V, who, in a speech in Belfast called for reconciliation on all sides, changed the mood and enabled the British and Irish Republican governments to agree to a truce. The Truce was agreed on 11 July 1921. On 8 July, de Valera met General Nevil Macready, the British commander in chief in Ireland and agreed terms. The IRA was to retain its arms and the British Army was to remain in barracks for the duration of peace negotiations. Many IRA officers interpreted the truce only as a temporary break in fighting. They continued to recruit and train volunteers, with the result that the IRA had increased its number to over 72,000 men by early 1922.
Negotiations on an Anglo-Irish Treaty took place in late 1921 in London. The Irish delegation was led by Arthur Griffith and Michael Collins.
The most contentious areas of the Treaty for the IRA were abolition of the Irish Republic declared in 1919, the status of the Irish Free State as a dominion in the British Commonwealth and the British retention of the so-called Treaty Ports on Ireland's south coast. These issues were the cause of a split in the IRA and ultimately, the Irish Civil War.
Under the Government of Ireland Act 1920, Ireland was partitioned, creating Northern Ireland and Southern Ireland. Under the terms of the Anglo-Irish agreement of 6 December 1921, which ended the war (1919–21), Northern Ireland was given the option of withdrawing from the new state, the Irish Free State, and remaining part of the United Kingdom. The Northern Ireland parliament chose to do that. An Irish Boundary Commission was then set up to review the border.
Irish leaders expected that it would so reduce Northern Ireland's size, by transferring nationalist areas to the Irish Free State, as to make it economically unviable. Partition was not by itself the key breaking point between pro- and anti-Treaty campaigners; both sides expected the Boundary Commission to greatly reduce Northern Ireland. Moreover, Michael Collins was planning a clandestine guerrilla campaign against the Northern state using the IRA. In early 1922, he sent IRA units to the border areas and sent arms to northern units. It was only afterwards, when partition was confirmed, that a united Ireland became the preserve of anti-Treaty Republicans.
The IRA leadership was deeply divided over the decision by the Dáil to ratify the Treaty. Despite the fact that Michael Collins – the de facto leader of the IRA – had negotiated the Treaty, many IRA officers were against it. Of the General Headquarters (GHQ) staff, nine members were in favour of the Treaty while four opposed it. The majority of the IRA rank-and-file were against the Treaty; in January–June 1922, their discontent developed into open defiance of the elected civilian Provisional government of Ireland.
Both sides agreed that the IRA's allegiance was to the (elected) Dáil of the Irish Republic, but the anti-Treaty side argued that the decision of the Dáil to accept the Treaty (and set aside the Irish Republic) meant that the IRA no longer owed that body its allegiance. They called for the IRA to withdraw from the authority of the Dáil and to entrust the IRA Executive with control over the army. On 16 January, the first IRA division – the 2nd Southern Division led by Ernie O'Malley – repudiated the authority of the GHQ. A month later, on 18 February, Liam Forde, O/C of the IRA Mid-Limerick Brigade, issued a proclamation stating that: "We no longer recognise the authority of the present head of the army, and renew our allegiance to the existing Irish Republic". This was the first unit of the IRA to break with the pro-Treaty government.
On 22 March, Rory O'Connor held what was to become an infamous press conference and declared that the IRA would no longer obey the Dáil as (he said) it had violated its Oath to uphold the Irish Republic. He went on to say that "we repudiate the Dáil ... We will set up an Executive which will issue orders to the IRA all over the country." In reply to the question on whether this meant they intended to create a military dictatorship, O'Connor said: "You can take it that way if you like."
On 28 March, the (anti-Treaty) IRA Executive issued statement stating that Minister of Defence (Richard Mulcahy) and the Chief-of-Staff (Eoin O'Duffy) no longer exercised any control over the IRA. In addition, it ordered an end to the recruitment to the new military and police forces of the Provisional Government. Furthermore, it instructed all IRA units to reaffirm their allegiance to the Irish Republic on 2 April.
The stage was set for civil war over the Treaty.
The pro-treaty IRA soon became the nucleus of the new (regular) Irish National Army created by Collins and Richard Mulcahy. British pressure, and tensions between the pro- and anti-Treaty factions of the IRA, led to a bloody civil war, ending in the defeat of the anti-Treaty faction. On 24 May 1923, Frank Aiken, the (anti-treaty) IRA Chief-of-Staff, called a cease-fire. Many left political activity altogether, but a minority continued to insist that the new Irish Free State, created by the "illegitimate" Treaty, was an illegitimate state. They asserted that their "IRA Army Executive" was the real government of a still-existing Irish Republic. The IRA of the Civil War and subsequent organisations that have used the name claim lineage from that group, which is covered in full at Irish Republican Army (1922–1969).
"For information on later organisations using the name Irish Republican Army, see the table below. For a genealogy of organisations using the name "IRA" after 1922, see List of organisations known as the Irish Republican Army".
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Iron
Iron () is a chemical element with symbol Fe (from ) and atomic number 26. It is a metal that belongs to the first transition series and group 8 of the periodic table. It is by mass the most common element on Earth, forming much of Earth's outer and inner core. It is the fourth most common element in the Earth's crust.
In its metallic state, iron is rare in the Earth's crust, limited to deposition by meteorites. Iron ores, by contrast, are among the most abundant in the Earth's crust, although extracting usable metal from them requires kilns or furnaces capable of reaching or higher, about 500 °C (900 °F) higher than what is enough to smelt copper. Humans started to master that process in Eurasia only about 2000 BCE, and the use of iron tools and weapons began to displace copper alloys, in some regions, only around 1200 BCE. That event is considered the transition from the Bronze Age to the Iron Age. In the modern world, iron alloys, such as steel, inox, cast iron and special steels are by far the most common industrial metals, because of their mechanical properties and low cost.
Pristine and smooth pure iron surfaces are mirror-like silvery-gray. However, iron reacts readily with oxygen and water to give brown to black hydrated iron oxides, commonly known as rust. Unlike the oxides of some other metals, that form passivating layers, rust occupies more volume than the metal and thus flakes off, exposing fresh surfaces for corrosion.
The body of an adult human contains about 4 grams (0.005% body weight) of iron, mostly in hemoglobin and myoglobin. These two proteins play essential roles in vertebrate metabolism, respectively oxygen transport by blood and oxygen storage in muscles. To maintain the necessary levels, human iron metabolism requires a minimum of iron in the diet. Iron is also the metal at the active site of many important redox enzymes dealing with cellular respiration and oxidation and reduction in plants and animals.
Chemically, the most common oxidation states of iron are iron(II) and iron(III). Iron shares many properties of other transition metals, including the other group 8 elements, ruthenium and osmium. Iron forms compounds in a wide range of oxidation states, −2 to +7. Iron also forms many coordination compounds; some of them, such as ferrocene, ferrioxalate, and Prussian blue, have substantial industrial, medical, or research applications.
At least four allotropes of iron (differing atom arrangements in the solid) are known, conventionally denoted α, γ, δ, and ε.
The first three forms are observed at ordinary pressures. As molten iron cools past its freezing point of 1538 °C, it crystallizes into its δ allotrope, which has a body-centered cubic (bcc) crystal structure. As it cools further to 1394 °C, it changes to its γ-iron allotrope, a face-centered cubic (fcc) crystal structure, or austenite. At 912 °C and below, the crystal structure again becomes the bcc α-iron allotrope.
The physical properties of iron at very high pressures and temperatures have also been studied extensively , because of their relevance to theories about the cores of the Earth and other planets. Above approximately 10 GPa and temperatures of a few hundred kelvin or less, α-iron changes into another hexagonal close-packed (hcp) structure, which is also known as ε-iron. The higher-temperature γ-phase also changes into ε-iron, but does so at higher pressure.
Some controversial experimental evidence exists for a stable β phase at pressures above 50 GPa and temperatures of at least 1500 K. It is supposed to have an orthorhombic or a double hcp structure. (Confusingly, the term "β-iron" is sometimes also used to refer to α-iron above its Curie point, when it changes from being ferromagnetic to paramagnetic, even though its crystal structure has not changed.)
The inner core of the Earth is generally presumed to consist of an iron-nickel alloy with ε (or β) structure.
The melting and boiling points of iron, along with its enthalpy of atomization, are lower than those of the earlier 3d elements from scandium to chromium, showing the lessened contribution of the 3d electrons to metallic bonding as they are attracted more and more into the inert core by the nucleus; however, they are higher than the values for the previous element manganese because that element has a half-filled 3d subshell and consequently its d-electrons are not easily delocalized. This same trend appears for ruthenium but not osmium.
The melting point of iron is experimentally well defined for pressures less than 50 GPa. For greater pressures, published data (as of 2007) still varies by tens of gigapascals and over a thousand kelvin.
Below its Curie point of 770 °C, α-iron changes from paramagnetic to ferromagnetic: the spins of the two unpaired electrons in each atom generally align with the spins of its neighbors, creating an overall magnetic field. This happens because the orbitals of those two electrons (d"z"2 and d"x"2 − "y"2) do not point toward neighboring atoms in the lattice, and therefore are not involved in metallic bonding.
In the absence of an external source of magnetic field, the atoms get spontaneously partitioned into magnetic domains, about 10 micrometers across, such that the atoms in each domain have parallel spins, but some domains have other orientations. Thus a macroscopic piece of iron will have a nearly zero overall magnetic field.
Application of an external magnetic field causes the domains that are magnetized in the same general direction to grow at the expense of adjacent ones that point in other directions, reinforcing the external field. This effect is exploited in devices that needs to channel magnetic fields, such as electrical transformers, magnetic recording heads, and electric motors. Impurities, lattice defects, or grain and particle boundaries can "pin" the domains in the new positions, so that the effect persists even after the external field is removed -- thus turning the iron object into a (permanent) magnet.
Similar behavior is exhibited by some iron compounds, such as the ferrites and the mineral magnetite, a crystalline form of the mixed iron(II,III) oxide (although the atomic-scale mechanism, ferrimagnetism, is somewhat different). Pieces of magnetite with natural permanent magnetization (lodestones) provided the earliest compasses for navigation. Particles of magnetite were extensively used in magnetic recording media such as core memories, magnetic tapes, floppies, and disks, until they were replaced by cobalt-based materials.
Iron has four stable isotopes: 54Fe (5.845% of natural iron), 56Fe (91.754%), 57Fe (2.119%) and 58Fe (0.282%). 20-30 artificial isotopes have also been created. Of these stable isotopes, only 57Fe has a nuclear spin (−). The nuclide 54Fe theoretically can undergo double electron capture to 54Cr, but the process has never been observed and only a lower limit on the half-life of 3.1×1022 years has been established.
60Fe is an extinct radionuclide of long half-life (2.6 million years). It is not found on Earth, but its ultimate decay product is its granddaughter, the stable nuclide 60Ni. Much of the past work on isotopic composition of iron has focused on the nucleosynthesis of 60Fe through studies of meteorites and ore formation. In the last decade, advances in mass spectrometry have allowed the detection and quantification of minute, naturally occurring variations in the ratios of the stable isotopes of iron. Much of this work is driven by the Earth and planetary science communities, although applications to biological and industrial systems are emerging.
In phases of the meteorites "Semarkona" and "Chervony Kut," a correlation between the concentration of 60Ni, the granddaughter of 60Fe, and the abundance of the stable iron isotopes provided evidence for the existence of 60Fe at the time of formation of the Solar System. Possibly the energy released by the decay of 60Fe, along with that released by 26Al, contributed to the remelting and differentiation of asteroids after their formation 4.6 billion years ago. The abundance of 60Ni present in extraterrestrial material may bring further insight into the origin and early history of the Solar System.
The most abundant iron isotope 56Fe is of particular interest to nuclear scientists because it represents the most common endpoint of nucleosynthesis. Since 56Ni (14 alpha particles) is easily produced from lighter nuclei in the alpha process in nuclear reactions in supernovae (see silicon burning process), it is the endpoint of fusion chains inside extremely massive stars, since addition of another alpha particle, resulting in 60Zn, requires a great deal more energy. This 56Ni, which has a half-life of about 6 days, is created in quantity in these stars, but soon decays by two successive positron emissions within supernova decay products in the supernova remnant gas cloud, first to radioactive 56Co, and then to stable 56Fe. As such, iron is the most abundant element in the core of red giants, and is the most abundant metal in iron meteorites and in the dense metal cores of planets such as Earth. It is also very common in the universe, relative to other stable metals of approximately the same atomic weight. Iron is the sixth most abundant element in the Universe, and the most common refractory element.
Although a further tiny energy gain could be extracted by synthesizing 62Ni, which has a marginally higher binding energy than 56Fe, conditions in stars are unsuitable for this process. Element production in supernovas and distribution on Earth greatly favor iron over nickel, and in any case, 56Fe still has a lower mass per nucleon than 62Ni due to its higher fraction of lighter protons. Hence, elements heavier than iron require a supernova for their formation, involving rapid neutron capture by starting 56Fe nuclei.
In the far future of the universe, assuming that proton decay does not occur, cold fusion occurring via quantum tunnelling would cause the light nuclei in ordinary matter to fuse into 56Fe nuclei. Fission and alpha-particle emission would then make heavy nuclei decay into iron, converting all stellar-mass objects to cold spheres of pure iron.
Iron's abundance in rocky planets like Earth is due to its abundant production by fusion in high-mass stars, where it is the last element to be produced with release of energy before the violent collapse of a supernova, which scatters the iron into space.
Metallic or native iron is rarely found on the surface of the Earth because it tends to oxidize. However, both the Earth's inner and outer core, that account for 35% of the mass of the whole Earth, are believed to consist largely of an iron alloy, possibly with nickel. Electric currents in the liquid outer core are believed to be the origin of the Earth's magnetic field. The other terrestrial planets (Mercury, Venus, and Mars) as well as the Moon are believed to have a metallic core consisting mostly of iron. The M-type asteroids are also believed to be partly or mostly made of metallic iron alloy.
The rare iron meteorites are the main form of natural metallic iron on the Earth's surface. Items made of cold-worked meteoritic iron have been found in various archaeological sites dating from a time when iron smelting had not yet been developed; and the Inuit in Greenland have been reported to use iron from the Cape York meteorite for tools and hunting weapons. About 1 in 20 meteorites consist of the unique iron-nickel minerals taenite (35–80% iron) and kamacite (90–95% iron).
Ferropericlase (Mg,Fe)O, a solid solution of periclase (MgO) and wüstite (FeO), makes up about 20% of the volume of the lower mantle of the Earth, which makes it the second most abundant mineral phase in that region after silicate perovskite (Mg,Fe)SiO3; it also is the major host for iron in the lower mantle. At the bottom of the transition zone of the mantle, the reaction γ-(Mg,Fe)2[SiO4] ↔ (Mg,Fe)[SiO3] + (Mg,Fe)O transforms γ-olivine into a mixture of silicate perovskite and ferropericlase and vice versa. In the literature, this mineral phase of the lower mantle is also often called magnesiowüstite. Silicate perovskite may form up to 93% of the lower mantle, and the magnesium iron form, (Mg,Fe)SiO3, is considered to be the most abundant mineral in the Earth, making up 38% of its volume.
While iron is the most abundant element on Earth, it accounts for only 5% of the Earth's crust; thus being only the fourth most abundant element, after oxygen, silicon, and aluminium.
Most of the iron in the crust is combined with various other elements to form many iron minerals. An important class is the iron oxide minerals such as hematite (Fe2O3), magnetite (Fe3O4), and siderite (FeCO3), which are the major ores of iron. Many igneous rocks also contain the sulfide minerals pyrrhotite and pentlandite. During weathering, iron tends to leach from sulfide deposits as the sulfate and from silicate deposits as the bicarbonate. Both of these are oxidized in aqueous solution and precipitate in even mildly elevated pH as iron(III) oxide.
Large deposits of iron are banded iron formations, a type of rock consisting of repeated thin layers of iron oxides alternating with bands of iron-poor shale and chert. The banded iron formations were laid down in the time between and .
Materials containing finely ground iron(III) oxides or oxide-hydroxides, such as ochre, have been used as yellow, red, and brown pigments since pre-historical times. They contribute as well to the color of various rocks and clays, including entire geological formations like the Painted Hills in Oregon and the Buntsandstein ("colored sandstone", British Bunter). Through "Eisensandstein" (a jurassic 'iron sandstone', e.g. from Donzdorf in Germany) and Bath stone in the UK, iron compounds are responsible for the yellowish color of many historical buildings and sculptures. The proverbial red color of the surface of Mars is derived from an iron oxide-rich regolith.
Significant amounts of iron occur in the iron sulfide mineral pyrite (FeS2), but it is difficult to extract iron from it and it is therefore not exploited. In fact, iron is so common that production generally focuses only on ores with very high quantities of it.
According to the International Resource Panel's Metal Stocks in Society report, the global stock of iron in use in society is 2200 kg per capita. More-developed countries differ in this respect from less-developed countries (7000–14000 vs 2000 kg per capita).
Iron shows the characteristic chemical properties of the transition metals, namely the ability to form variable oxidation states differing by steps of one and a very large coordination and organometallic chemistry: indeed, it was the discovery of an iron compound, ferrocene, that revolutionalized the latter field in the 1950s. Iron is sometimes considered as a prototype for the entire block of transition metals, due to its abundance and the immense role it has played in the technological progress of humanity. Its 26 electrons are arranged in the configuration [Ar]3d64s2, of which the 3d and 4s electrons are relatively close in energy, and thus it can lose a variable number of electrons and there is no clear point where further ionization becomes unprofitable.
Iron forms compounds mainly in the oxidation states +2 (iron(II), "ferrous") and +3 (iron(III), "ferric"). Iron also occurs in higher oxidation states, e.g. the purple potassium ferrate (K2FeO4), which contains iron in its +6 oxidation state. Although iron(VIII) oxide (FeO4) has been claimed, the report could not be reproduced and such a species (at least with iron in its +8 oxidation state) has been found to be improbable computationally. However, one form of anionic [FeO4]– with iron in its +7 oxidation state, along with an iron(V)-peroxo isomer, has been detected by infrared spectroscopy at 4 K after cocondensation of laser-ablated Fe atoms with a mixture of O2/Ar. Iron(IV) is a common intermediate in many biochemical oxidation reactions. Numerous organoiron compounds contain formal oxidation states of +1, 0, −1, or even −2. The oxidation states and other bonding properties are often assessed using the technique of Mössbauer spectroscopy.
Many mixed valence compounds contain both iron(II) and iron(III) centers, such as magnetite and Prussian blue (Fe4(Fe[CN]6)3). The latter is used as the traditional "blue" in blueprints.
Iron is the first of the transition metals that cannot reach its group oxidation state of +8, although its heavier congeners ruthenium and osmium can, with ruthenium having more difficulty than osmium. Ruthenium exhibits an aqueous cationic chemistry in its low oxidation states similar to that of iron, but osmium does not, favoring high oxidation states in which it forms anionic complexes. In the second half of the 3d transition series, vertical similarities down the groups compete with the horizontal similarities of iron with its neighbors cobalt and nickel in the periodic table, which are also ferromagnetic at room temperature and share similar chemistry. As such, iron, cobalt, and nickel are sometimes grouped together as the iron triad.
Unlike many other metals, iron does not form amalgams with mercury. As a result, mercury is traded in standardized 76 pound flasks (34 kg) made of iron.
Iron is by far the most reactive element in its group; it is pyrophoric when finely divided and dissolves easily in dilute acids, giving Fe2+. However, it does not react with concentrated nitric acid and other oxidizing acids due to the formation of an impervious oxide layer, which can nevertheless react with hydrochloric acid.
Iron forms various oxide and hydroxide compounds; the most common are iron(II,III) oxide (Fe3O4), and iron(III) oxide (Fe2O3). Iron(II) oxide also exists, though it is unstable at room temperature. Despite their names, they are actually all non-stoichiometric compounds whose compositions may vary. These oxides are the principal ores for the production of iron (see bloomery and blast furnace). They are also used in the production of ferrites, useful magnetic storage media in computers, and pigments. The best known sulfide is iron pyrite (FeS2), also known as fool's gold owing to its golden luster. It is not an iron(IV) compound, but is actually an iron(II) polysulfide containing Fe2+ and ions in a distorted sodium chloride structure.
The binary ferrous and ferric halides are well-known. The ferrous halides typically arise from treating iron metal with the corresponding hydrohalic acid to give the corresponding hydrated salts.
Iron reacts with fluorine, chlorine, and bromine to give the corresponding ferric halides, ferric chloride being the most common.
Ferric iodide is an exception, being thermodynamically unstable due to the oxidizing power of Fe3+ and the high reducing power of I−:
Ferric iodide, a black solid, is not stable in ordinary conditions, but can be prepared through the reaction of iron pentacarbonyl with iodine and carbon monoxide in the presence of hexane and light at the temperature of −20 °C, with oxygen and water excluded.
The standard reduction potentials in acidic aqueous solution for some common iron ions are given below:
The red-purple tetrahedral ferrate(VI) anion is such a strong oxidizing agent that it oxidizes nitrogen and ammonia at room temperature, and even water itself in acidic or neutral solutions:
The Fe3+ ion has a large simple cationic chemistry, although the pale-violet hexaquo ion [Fe(H2O)6]3+ is very readily hydrolyzed when pH increases above 0 as follows:
As pH rises above 0 the above yellow hydrolyzed species form and as it rises above 2–3, reddish-brown hydrous iron(III) oxide precipitates out of solution. Although Fe3+ has an d5 configuration, its absorption spectrum is not like that of Mn2+ with its weak, spin-forbidden d–d bands, because Fe3+ has higher positive charge and is more polarizing, lowering the energy of its ligand-to-metal charge transfer absorptions. Thus, all the above complexes are rather strongly colored, with the single exception of the hexaquo ion – and even that has a spectrum dominated by charge transfer in the near ultraviolet region. On the other hand, the pale green iron(II) hexaquo ion [Fe(H2O)6]2+ does not undergo appreciable hydrolysis. Carbon dioxide is not evolved when carbonate anions are added, which instead results in white iron(II) carbonate being precipitated out. In excess carbon dioxide this forms the slightly soluble bicarbonate, which occurs commonly in groundwater, but it oxidises quickly in air to form iron(III) oxide that accounts for the brown deposits present in a sizeable number of streams.
Due to its electronic structure, iron has a very large coordination and organometallic chemistry.
Many coordination compounds of iron are known. A typical six-coordinate anion is hexachloroferrate(III), [FeCl6]3−, found in the mixed salt tetrakis(methylammonium) hexachloroferrate(III) chloride. Complexes with multiple bidentate ligands have geometric isomers. For example, the "trans"-chlorohydridobis(bis-1,2-(diphenylphosphino)ethane)iron(II) complex is used as a starting material for compounds with the Fe(dppe)2 moiety. The ferrioxalate ion with three oxalate ligands (shown at right) displays helical chirality with its two non-superposable geometries labelled "Λ" (lambda) for the left-handed screw axis and "Δ" (delta) for the right-handed screw axis, in line with IUPAC conventions. Potassium ferrioxalate is used in chemical actinometry and along with its sodium salt undergoes photoreduction applied in old-style photographic processes. The dihydrate of iron(II) oxalate has a polymeric structure with co-planar oxalate ions bridging between iron centres with the water of crystallisation located forming the caps of each octahedron, as illustrated below.
Iron(III) complexes are quite similar to those of chromium(III) with the exception of iron(III)'s preference for "O"-donor instead of "N"-donor ligands. The latter tend to be rather more unstable than iron(II) complexes and often dissociate in water. Many Fe–O complexes show intense colors and are used as tests for phenols or enols. For example, in the ferric chloride test, used to determine the presence of phenols, iron(III) chloride reacts with a phenol to form a deep violet complex:
Among the halide and pseudohalide complexes, fluoro complexes of iron(III) are the most stable, with the colorless [FeF5(H2O)]2− being the most stable in aqueous solution. Chloro complexes are less stable and favor tetrahedral coordination as in [FeCl4]−; [FeBr4]− and [FeI4]− are reduced easily to iron(II). Thiocyanate is a common test for the presence of iron(III) as it forms the blood-red [Fe(SCN)(H2O)5]2+. Like manganese(II), most iron(III) complexes are high-spin, the exceptions being those with ligands that are high in the spectrochemical series such as cyanide. An example of a low-spin iron(III) complex is [Fe(CN)6]3−. The cyanide ligands may easily be detached in [Fe(CN)6]3−, and hence this complex is poisonous, unlike the iron(II) complex [Fe(CN)6]4− found in Prussian blue, which does not release hydrogen cyanide except when dilute acids are added. Iron shows a great variety of electronic spin states, including every possible spin quantum number value for a d-block element from 0 (diamagnetic) to (5 unpaired electrons). This value is always half the number of unpaired electrons. Complexes with zero to two unpaired electrons are considered low-spin and those with four or five are considered high-spin.
Iron(II) complexes are less stable than iron(III) complexes but the preference for "O"-donor ligands is less marked, so that for example [Fe(NH3)6]2+ is known while [Fe(NH3)6]3+ is not. They have a tendency to be oxidized to iron(III) but this can be moderated by low pH and the specific ligands used.
Organoiron chemistry is the study of organometallic compounds of iron, where carbon atoms are covalently bound to the metal atom. They are many and varied, including cyanide complexes, carbonyl complexes, sandwich and half-sandwich compounds.
Prussian blue or "ferric ferrocyanide", Fe4[Fe(CN)6]3, is an old and well-known iron-cyanide complex, extensively used as pigment and in several other applications. Its formation can be used as a simple wet chemistry test to distinguish between aqueous solutions of Fe2+ and Fe3+ as they react (respectively) with potassium ferricyanide and potassium ferrocyanide to form Prussian blue.
Another old example of organoiron compound is iron pentacarbonyl, Fe(CO)5, in which a neutral iron atom is bound to the carbon atoms of five carbon monoxide molecules. The compound can be used to make carbonyl iron powder, a highly reactive form of metallic iron. Thermolysis of iron pentacarbonyl gives triiron dodecacarbonyl, , a with a cluster of three iron atoms at its core. Collman's reagent, disodium tetracarbonylferrate, is a useful reagent for organic chemistry; it contains iron in the −2 oxidation state. Cyclopentadienyliron dicarbonyl dimer contains iron in the rare +1 oxidation state.
A landmark in this field was the discovery in 1951 of the remarkably stable sandwich compound ferrocene , by] Paulson and Kealy and independently by Miller and others, whose surprising molecular structure was determined only a year later by Woodward and Wilkinson and Fischer.
Ferrocene is still one of the most important tools and models in this class.
Iron-centered organometallic species are used as catalysts. The Knölker complex, for example, is a transfer hydrogenation catalyst for ketones.
The iron compounds produced on the largest scale in industry are iron(II) sulfate (FeSO4·7H2O) and iron(III) chloride (FeCl3). The former is one of the most readily available sources of iron(II), but is less stable to aerial oxidation than Mohr's salt ((NH4)2Fe(SO4)2·6H2O). Iron(II) compounds tend to be oxidized to iron(III) compounds in the air.
As iron has been in use for such a long time, it has many names. The source of its chemical symbol "Fe" is the Latin word "ferrum", and its descendants are the names of the element in the Romance languages (for example, French "fer", Spanish "hierro", and Italian and Portuguese "ferro"). The word "ferrum" itself possibly comes from the Semitic languages, via Etruscan, from a root that also gave rise to Old English "bræs" "brass". The English word "iron" derives ultimately from Proto-Germanic "*isarnan", which is also the source of the German name "Eisen". It was most likely borrowed from Celtic "*isarnon", which ultimately comes from Proto-Indo-European "*is-(e)ro-" "powerful, holy" and finally "*eis" "strong", referencing iron's strength as a metal. Kluge relates "*isarnon" to Illyric and Latin "ira", 'wrath'). The Balto-Slavic names for iron (e.g. Russian железо ["zhelezo"], Polish "żelazo", Lithuanian "geležis") are the only ones to come directly from the Proto-Indo-European "*ghelgh-" "iron". In many of these languages, the word for "iron" may also be used to denote other objects made of iron or steel, or figuratively because of the hardness and strength of the metal. The Chinese "tiě" (traditional 鐵; simplified 铁) derives from Proto-Sino-Tibetan "*hliek", and was borrowed into Japanese as 鉄 "tetsu", which also has the native reading "kurogane" "black metal" (similar to how iron is referenced in the English word blacksmith).
Iron is one of the elements undoubtedly known to the ancient world. It has been worked, or wrought, for millennia. However, iron objects of great age are much rarer than objects made of gold or silver due to the ease with which iron corrodes. The technology developed slowly, and even after the discovery of smelting it took many centuries for iron to replace bronze as the metal of choice for tools and weapons.
Beads made from meteoric iron in 3500 BC or earlier were found in Gerzah, Egypt by G.A. Wainwright. The beads contain 7.5% nickel, which is a signature of meteoric origin since iron found in the Earth's crust generally has only minuscule nickel impurities.
Meteoric iron was highly regarded due to its origin in the heavens and was often used to forge weapons and tools. For example, a dagger made of meteoric iron was found in the tomb of Tutankhamun, containing similar proportions of iron, cobalt, and nickel to a meteorite discovered in the area, deposited by an ancient meteor shower. Items that were likely made of iron by Egyptians date from 3000 to 2500 BC.
Meteoritic iron is comparably soft and ductile and easily cold forged but may get brittle when heated because of the nickel content.
The first iron production started in the Middle Bronze Age, but it took several centuries before iron displaced bronze. Samples of smelted iron from Asmar, Mesopotamia and Tall Chagar Bazaar in northern Syria were made sometime between 3000 and 2700 BC. The Hittites established an empire in north-central Anatolia around 1600 BC. They appear to be the first to understand the production of iron from its ores and regard it highly in their society. The Hittites began to smelt iron between 1500 and 1200 BC and the practice spread to the rest of the Near East after their empire fell in 1180 BC. The subsequent period is called the Iron Age.
Artifacts of smelted iron are found in India dating from 1800 to 1200 BC, and in the Levant from about 1500 BC (suggesting smelting in Anatolia or the Caucasus). Alleged references (compare history of metallurgy in South Asia) to iron in the Indian Vedas have been used for claims of a very early usage of iron in India respectively to date the texts as such. The rigveda term "ayas" (metal) probably refers to copper and bronze, while iron or "śyāma ayas", literally "black metal", first is mentioned in the post-rigvedic Atharvaveda.
Some archaeological evidence suggests iron was smelted in Zimbabwe and southeast Africa as early as the eighth century BC. Iron working was introduced to Greece in the late 11th century BC, from which it spread quickly throughout Europe.
The spread of ironworking in Central and Western Europe is associated with Celtic expansion. According to Pliny the Elder, iron use was common in the Roman era. The annual iron output of the Roman Empire is estimated at t, while the similarly populous and contemporary Han China produced around t. In China, iron only appears circa 700–500 BC. Iron smelting may have been introduced into China through Central Asia. The earliest evidence of the use of a blast furnace in China dates to the 1st century AD, and cupola furnaces were used as early as the Warring States period (403–221 BC). Usage of the blast and cupola furnace remained widespread during the Song and Tang Dynasties.
During the Industrial Revolution in Britain, Henry Cort began refining iron from pig iron to wrought iron (or bar iron) using innovative production systems. In 1783 he patented the puddling process for refining iron ore. It was later improved by others, including Joseph Hall.
Cast iron was first produced in China during 5th century BC, but was hardly in Europe until the medieval period. The earliest cast iron artifacts were discovered by archaeologists in what is now modern Luhe County, Jiangsu in China. Cast iron was used in ancient China for warfare, agriculture, and architecture. During the medieval period, means were found in Europe of producing wrought iron from cast iron (in this context known as pig iron) using finery forges. For all these processes, charcoal was required as fuel.
Medieval blast furnaces were about tall and made of fireproof brick; forced air was usually provided by hand-operated bellows. Modern blast furnaces have grown much bigger, with hearths fourteen meters in diameter that allow them to produce thousands of tons of iron each day, but essentially operate in much the same way as they did during medieval times.
In 1709, Abraham Darby I established a coke-fired blast furnace to produce cast iron, replacing charcoal, although continuing to use blast furnaces. The ensuing availability of inexpensive iron was one of the factors leading to the Industrial Revolution. Toward the end of the 18th century, cast iron began to replace wrought iron for certain purposes, because it was cheaper. Carbon content in iron was not implicated as the reason for the differences in properties of wrought iron, cast iron, and steel until the 18th century.
Since iron was becoming cheaper and more plentiful, it also became a major structural material following the building of the innovative first iron bridge in 1778. This bridge still stands today as a monument to the role iron played in the Industrial Revolution. Following this, iron was used in rails, boats, ships, aqueducts, and buildings, as well as in iron cylinders in steam engines. Railways have been central to the formation of modernity and ideas of progress and various languages (e.g. French, Spanish, Italian and German) refer to railways as "iron road".
Steel (with smaller carbon content than pig iron but more than wrought iron) was first produced in antiquity by using a bloomery. Blacksmiths in Luristan in western Persia were making good steel by 1000 BC. Then improved versions, Wootz steel by India and Damascus steel were developed around 300 BC and AD 500 respectively. These methods were specialized, and so steel did not become a major commodity until the 1850s.
New methods of producing it by carburizing bars of iron in the cementation process were devised in the 17th century. In the Industrial Revolution, new methods of producing bar iron without charcoal were devised and these were later applied to produce steel. In the late 1850s, Henry Bessemer invented a new steelmaking process, involving blowing air through molten pig iron, to produce mild steel. This made steel much more economical, thereby leading to wrought iron no longer being produced in large quantities.
In 1774, Antoine Lavoisier used the reaction of water steam with metallic iron inside an incandescent iron tube to produce hydrogen in his experiments leading to the demonstration of the conservation of mass, which was instrumental in changing chemistry from a qualitative science to a quantitative one.
Iron plays a certain role in mythology and has found various usage as a metaphor and in folklore. The Greek poet Hesiod's "Works and Days" (lines 109–201) lists different ages of man named after metals like gold, silver, bronze and iron to account for successive ages of humanity. The Iron Age was closely related with Rome, and in Ovid's "Metamorphoses"
An example of the importance of iron's symbolic role may be found in the German Campaign of 1813. Frederick William III commissioned then the first Iron Cross as military decoration. Berlin iron jewellery reached its peak production between 1813 and 1815, when the Prussian royal family urged citizens to donate gold and silver jewellery for military funding. The inscription "Gold gab ich für Eisen" (I gave gold for iron) was used as well in later war efforts.
For a few limited purposes when it is needed, pure iron is produced in the laboratory in small quantities by reducing the pure oxide or hydroxide with hydrogen, or forming iron pentacarbonyl and heating it to 250 °C so that it decomposes to form pure iron powder. Another method is electrolysis of ferrous chloride onto an iron cathode.
Nowadays, the industrial production of iron or steel consists of two main stages. In the first stage, iron ore is reduced with coke in a blast furnace, and the molten metal is separated from gross impurities such as silicate minerals. This stage yields an alloy -- pig iron—that contains relatively large amounts of carbon. In the second stage, the amount of carbon in the pig iron is lowered by oxidation to yield wrought iron, steel, or cast iron. Other metals can be added at this stage to form alloy steels.
The blast furnace is loaded with iron ores, usually hematite or magnetite , together with coke (coal that has been separately baked to remove volatile components). Air pre-heated to 900 °C is blown through the mixture, in sufficient amount to turn the carbon into carbon monoxide:
This reaction raises the temperature to about 2000 °C The carbon monoxide reduces the iron ore to metallic iron
Some iron in the high-temperature lower region of the furnace reacts directly with the coke:
A flux such as limestone (calcium carbonate) or dolomite (calcium-magnesium carbonate) is also added to the furnace's load. Its purpose is to remove silicaceous minerals in the ore, which would otherwise clog the furnace. The heat of the furnace decomposes the carbonates to calcium oxide, which reacts with any excess silica to form a slag composed of calcium silicate or other products. At the furnace's temperature, the metal and the slag are both molten. They collect at the bottom as two immiscible liquid layers (with the slag on top), that are then easily separated.
The slag can be used as a material in road construction or to improve mineral-poor soils for agriculture.
In general, the pig iron produced by the blast furnace process contains up to 4–5% carbon, with small amounts of other impurities like sulfur, magnesium, phosphorus, and manganese. The high level of carbon makes it relatively weak and brittle. Reducing the amount of carbon to 0.002–2.1% by mass produces steel, which may be up to 1000 times harder than pure iron. A great variety of steel articles can then be made by cold working, hot rolling, forging, machining, etc. Removing the other impurities, instead, results in cast iron, which is used to cast articles in foundries; for example stoves, pipes, radiators, lamp-posts, and rails.
Steel products often undergo various heat treatments after they are forged to shape. Annealing consists of heating them to 700–800 °C for several hours and then gradual cooling. It makes the steel softer and more workable.
Owing to environmental concerns, alternative methods of processing iron have been developed. "Direct iron reduction" reduces iron ore to a ferrous lump called "sponge" iron or "direct" iron that is suitable for steelmaking. Two main reactions comprise the direct reduction process:
Natural gas is partially oxidized (with heat and a catalyst):
Iron ore is then treated with these gases in a furnace, producing solid sponge iron:
Silica is removed by adding a limestone flux as described above.
Ignition of a mixture of aluminium powder and iron oxide yields metallic iron via the thermite reaction:
Alternatively pig iron may be made into steel (with up to about 2% carbon) or wrought iron (commercially pure iron). Various processes have been used for this, including finery forges, puddling furnaces, Bessemer converters, open hearth furnaces, basic oxygen furnaces, and electric arc furnaces. In all cases, the objective is to oxidize some or all of the carbon, together with other impurities. On the other hand, other metals may be added to make alloy steels.
Iron is the most widely used of all the metals, accounting for over 90% of worldwide metal production. Its low cost and high strength often make it the material of choice material to withstand stress or transmit forces, such as the construction of machinery and machine tools, rails, automobiles, ship hulls, concrete reinforcing bars, and the load-carrying framework of buildings. Since pure iron is quite soft, it is most commonly combined with alloying elements to make steel.
The mechanical properties of iron and its alloys are extremely relevant to their structural applications. Those properties can be evaluated in various ways, including the Brinell test, the Rockwell test and the Vickers hardness test.
The properties of pure iron are often used to calibrate measurements or to compare tests. However, the mechanical properties of iron are significantly affected by the sample's purity: pure, single crystals of iron are actually softer than aluminium, and the purest industrially produced iron (99.99%) has a hardness of 20–30 Brinell.
An increase in the carbon content will cause a significant increase in the hardness and tensile strength of iron. Maximum hardness of 65 Rc is achieved with a 0.6% carbon content, although the alloy has low tensile strength. Because of the softness of iron, it is much easier to work with than its heavier congeners ruthenium and osmium.
α-Iron is a fairly soft metal that can dissolve only a small concentration of carbon (no more than 0.021% by mass at 910 °C). Austenite (γ-iron) is similarly soft and metallic but can dissolve considerably more carbon (as much as 2.04% by mass at 1146 °C). This form of iron is used in the type of stainless steel used for making cutlery, and hospital and food-service equipment.
Commercially available iron is classified based on purity and the abundance of additives. Pig iron has 3.5–4.5% carbon and contains varying amounts of contaminants such as sulfur, silicon and phosphorus. Pig iron is not a saleable product, but rather an intermediate step in the production of cast iron and steel. The reduction of contaminants in pig iron that negatively affect material properties, such as sulfur and phosphorus, yields cast iron containing 2–4% carbon, 1–6% silicon, and small amounts of manganese. Pig iron has a melting point in the range of 1420–1470 K, which is lower than either of its two main components, and makes it the first product to be melted when carbon and iron are heated together. Its mechanical properties vary greatly and depend on the form the carbon takes in the alloy.
"White" cast irons contain their carbon in the form of cementite, or iron carbide (Fe3C). This hard, brittle compound dominates the mechanical properties of white cast irons, rendering them hard, but unresistant to shock. The broken surface of a white cast iron is full of fine facets of the broken iron carbide, a very pale, silvery, shiny material, hence the appellation. Cooling a mixture of iron with 0.8% carbon slowly below 723 °C to room temperature results in separate, alternating layers of cementite and α-iron, which is soft and malleable and is called pearlite for its appearance. Rapid cooling, on the other hand, does not allow time for this separation and creates hard and brittle martensite. The steel can then be tempered by reheating to a temperature in between, changing the proportions of pearlite and martensite. The end product below 0.8% carbon content is a pearlite-αFe mixture, and that above 0.8% carbon content is a pearlite-cementite mixture.
In gray iron the carbon exists as separate, fine flakes of graphite, and also renders the material brittle due to the sharp edged flakes of graphite that produce stress concentration sites within the material. A newer variant of gray iron, referred to as ductile iron, is specially treated with trace amounts of magnesium to alter the shape of graphite to spheroids, or nodules, reducing the stress concentrations and vastly increasing the toughness and strength of the material.
Wrought iron contains less than 0.25% carbon but large amounts of slag that give it a fibrous characteristic. It is a tough, malleable product, but not as fusible as pig iron. If honed to an edge, it loses it quickly. Wrought iron is characterized by the presence of fine fibers of slag entrapped within the metal. Wrought iron is more corrosion resistant than steel. It has been almost completely replaced by mild steel for traditional "wrought iron" products and blacksmithing.
Mild steel corrodes more readily than wrought iron, but is cheaper and more widely available. Carbon steel contains 2.0% carbon or less, with small amounts of manganese, sulfur, phosphorus, and silicon. Alloy steels contain varying amounts of carbon as well as other metals, such as chromium, vanadium, molybdenum, nickel, tungsten, etc. Their alloy content raises their cost, and so they are usually only employed for specialist uses. One common alloy steel, though, is stainless steel. Recent developments in ferrous metallurgy have produced a growing range of microalloyed steels, also termed 'HSLA' or high-strength, low alloy steels, containing tiny additions to produce high strengths and often spectacular toughness at minimal cost.
Apart from traditional applications, iron is also used for protection from ionizing radiation. Although it is lighter than another traditional protection material, lead, it is much stronger mechanically. The attenuation of radiation as a function of energy is shown in the graph.
The main disadvantage of iron and steel is that pure iron, and most of its alloys, suffer badly from rust if not protected in some way, a cost amounting to over 1% of the world's economy. Painting, galvanization, passivation, plastic coating and bluing are all used to protect iron from rust by excluding water and oxygen or by cathodic protection. The mechanism of the rusting of iron is as follows:
The electrolyte is usually iron(II) sulfate in urban areas (formed when atmospheric sulfur dioxide attacks iron), and salt particles in the atmosphere in seaside areas.
Although the dominant use of iron is in metallurgy, iron compounds are also pervasive in industry. Iron catalysts are traditionally used in the Haber-Bosch process for the production of ammonia and the Fischer-Tropsch process for conversion of carbon monoxide to hydrocarbons for fuels and lubricants. Powdered iron in an acidic solvent was used in the Bechamp reduction the reduction of nitrobenzene to aniline.
Iron(III) oxide mixed with aluminium powder can be ignited to create a thermite reaction, used in welding large iron parts (like rails) and purifying ores. Iron(III) oxide and oxyhidroxide are used as reddish and ocher pigments.
Iron(III) chloride finds use in water purification and sewage treatment, in the dyeing of cloth, as a coloring agent in paints, as an additive in animal feed, and as an etchant for copper in the manufacture of printed circuit boards. It can also be dissolved in alcohol to form tincture of iron, which is used as a medicine to stop bleeding in canaries.
Iron(II) sulfate is used as a precursor to other iron compounds. It is also used to reduce chromate in cement. It is used to fortify foods and treat iron deficiency anemia. Iron(III) sulfate is used in settling minute sewage particles in tank water. Iron(II) chloride is used as a reducing flocculating agent, in the formation of iron complexes and magnetic iron oxides, and as a reducing agent in organic synthesis.
Iron is required for life. The iron–sulfur clusters are pervasive and include nitrogenase, the enzymes responsible for biological nitrogen fixation. Iron-containing proteins participate in transport, storage and used of oxygen. Iron proteins are involved in electron transfer.
Examples of iron-containing proteins in higher organisms include hemoglobin, cytochrome (see high-valent iron), and catalase. The average adult human contains about 0.005% body weight of iron, or about four grams, of which three quarters is in hemoglobin – a level that remains constant despite only about one milligram of iron being absorbed each day, because the human body recycles its hemoglobin for the iron content.
Iron acquisition poses a problem for aerobic organisms because ferric iron is poorly soluble near neutral pH. Thus, these organisms have developed means to absorb iron as complexes, sometimes taking up ferrous iron before oxidising it back to ferric iron. In particular, bacteria have evolved very high-affinity sequestering agents called siderophores.
After uptake in human cells, iron storage is precisely regulated. A major component of this regulation is the protein transferrin, which binds iron ions absorbed from the duodenum and carries it in the blood to cells. Transferrin contains Fe3+ in the middle of a distorted octahedron, bonded to one nitrogen, three oxygens and a chelating carbonate anion that traps the Fe3+ ion: it has such a high stability constant that it is very effective at taking up Fe3+ ions even from the most stable complexes. At the bone marrow, transferrin is reduced from Fe3+ and Fe2+ and stored as ferritin to be incorporated into hemoglobin.
The most commonly known and studied bioinorganic iron compounds (biological iron molecules) are the heme proteins: examples are hemoglobin, myoglobin, and cytochrome P450. These compounds participate in transporting gases, building enzymes, and transferring electrons. Metalloproteins are a group of proteins with metal ion cofactors. Some examples of iron metalloproteins are ferritin and rubredoxin. Many enzymes vital to life contain iron, such as catalase, lipoxygenases, and IRE-BP.
Hemoglobin is an oxygen carrier that occurs in red blood cells and contributes their color, transporting oxygen in the arteries from the lungs to the muscles where it is transferred to myoglobin, which stores it until it is needed for the metabolic oxidation of glucose, generating energy. Here the hemoglobin binds to carbon dioxide, produced when glucose is oxidized, which is transported through the veins by hemoglobin (predominantly as bicarbonate anions) back to the lungs where it is exhaled. In hemoglobin, the iron is in one of four heme groups and has six possible coordination sites; four are occupied by nitrogen atoms in a porphyrin ring, the fifth by an imidazole nitrogen in a histidine residue of one of the protein chains attached to the heme group, and the sixth is reserved for the oxygen molecule it can reversibly bind to. When hemoglobin is not attached to oxygen (and is then called deoxyhemoglobin), the Fe2+ ion at the center of the heme group (in the hydrophobic protein interior) is in a high-spin configuration. It is thus too large to fit inside the porphyrin ring, which bends instead into a dome with the Fe2+ ion about 55 picometers above it. In this configuration, the sixth coordination site reserved for the oxygen is blocked by another histidine residue.
When deoxyhemoglobin picks up an oxygen molecule, this histidine residue moves away and returns once the oxygen is securely attached to form a hydrogen bond with it. This results in the Fe2+ ion switching to a low-spin configuration, resulting in a 20% decrease in ionic radius so that now it can fit into the porphyrin ring, which becomes planar. (Additionally, this hydrogen bonding results in the tilting of the oxygen molecule, resulting in a Fe–O–O bond angle of around 120° that avoids the formation of Fe–O–Fe or Fe–O2–Fe bridges that would lead to electron transfer, the oxidation of Fe2+ to Fe3+, and the destruction of hemoglobin.) This results in a movement of all the protein chains that leads to the other subunits of hemoglobin changing shape to a form with larger oxygen affinity. Thus, when deoxyhemoglobin takes up oxygen, its affinity for more oxygen increases, and vice versa. Myoglobin, on the other hand, contains only one heme group and hence this cooperative effect cannot occur. Thus, while hemoglobin is almost saturated with oxygen in the high partial pressures of oxygen found in the lungs, its affinity for oxygen is much lower than that of myoglobin, which oxygenates even at low partial pressures of oxygen found in muscle tissue. As described by the Bohr effect (named after Christian Bohr, the father of Niels Bohr), the oxygen affinity of hemoglobin diminishes in the presence of carbon dioxide.
Carbon monoxide and phosphorus trifluoride are poisonous to humans because they bind to hemoglobin similarly to oxygen, but with much more strength, so that oxygen can no longer be transported throughout the body. Hemoglobin bound to carbon monoxide is known as carboxyhemoglobin. This effect also plays a minor role in the toxicity of cyanide, but there the major effect is by far its interference with the proper functioning of the electron transport protein cytochrome a. The cytochrome proteins also involve heme groups and are involved in the metabolic oxidation of glucose by oxygen. The sixth coordination site is then occupied by either another imidazole nitrogen or a methionine sulfur, so that these proteins are largely inert to oxygen – with the exception of cytochrome a, which bonds directly to oxygen and thus is very easily poisoned by cyanide. Here, the electron transfer takes place as the iron remains in low spin but changes between the +2 and +3 oxidation states. Since the reduction potential of each step is slightly greater than the previous one, the energy is released step-by-step and can thus be stored in adenosine triphosphate. Cytochrome a is slightly distinct, as it occurs at the mitochondrial membrane, binds directly to oxygen, and transports protons as well as electrons, as follows:
Although the heme proteins are the most important class of iron-containing proteins, the iron-sulfur proteins are also very important, being involved in electron transfer, which is possible since iron can exist stably in either the +2 or +3 oxidation states. These have one, two, four, or eight iron atoms that are each approximately tetrahedrally coordinated to four sulfur atoms; because of this tetrahedral coordination, they always have high-spin iron. The simplest of such compounds is rubredoxin, which has only one iron atom coordinated to four sulfur atoms from cysteine residues in the surrounding peptide chains. Another important class of iron-sulfur proteins is the ferredoxins, which have multiple iron atoms. Transferrin does not belong to either of these classes.
The ability of sea mussels to maintain their grip on rocks in the ocean is facilitated by their use of organometallic iron-based bonds in their protein-rich cuticles. Based on synthetic replicas, the presence of iron in these structures increased elastic modulus 770 times, tensile strength 58 times, and toughness 92 times. The amount of stress required to permanently damage them increased 76 times.
Iron is pervasive, but particularly rich sources of dietary iron include red meat, oysters, lentils, beans, poultry, fish, leaf vegetables, watercress, tofu, chickpeas, black-eyed peas, and blackstrap molasses. Bread and breakfast cereals are sometimes specifically fortified with iron.
Iron provided by dietary supplements is often found as iron(II) fumarate, although iron(II) sulfate is cheaper and is absorbed equally well. Elemental iron, or reduced iron, despite being absorbed at only one-third to two-thirds the efficiency (relative to iron sulfate), is often added to foods such as breakfast cereals or enriched wheat flour. Iron is most available to the body when chelated to amino acids and is also available for use as a common iron supplement. Glycine, the least expensive amino acid, is most often used to produce iron glycinate supplements.
The U.S. Institute of Medicine (IOM) updated Estimated Average Requirements (EARs) and Recommended Dietary Allowances (RDAs) for iron in 2001. The current EAR for iron for women ages 14–18 is 7.9 mg/day, 8.1 for ages 19–50 and 5.0 thereafter (post menopause). For men the EAR is 6.0 mg/day for ages 19 and up. The RDA is 15.0 mg/day for women ages 15–18, 18.0 for 19–50 and 8.0 thereafter. For men, 8.0 mg/day for ages 19 and up. RDAs are higher than EARs so as to identify amounts that will cover people with higher than average requirements. RDA for pregnancy is 27 mg/day and, for lactation, 9 mg/day. For children ages 1–3 years 7 mg/day, 10 for ages 4–8 and 8 for ages 9–13. As for safety, the IOM also sets Tolerable upper intake levels (ULs) for vitamins and minerals when evidence is sufficient. In the case of iron the UL is set at 45 mg/day. Collectively the EARs, RDAs and ULs are referred to as Dietary Reference Intakes.
The European Food Safety Authority (EFSA) refers to the collective set of information as Dietary Reference Values, with Population Reference Intake (PRI) instead of RDA, and Average Requirement instead of EAR. AI and UL defined the same as in United States. For women the PRI is 13 mg/day ages 15–17 years, 16 mg/day for women ages 18 and up who are premenopausal and 11 mg/day postmenopausal. For pregnancy and lactation, 16 mg/day. For men the PRI is 11 mg/day ages 15 and older. For children ages 1 to 14 the PRI increases from 7 to 11 mg/day. The PRIs are higher than the U.S. RDAs, with the exception of pregnancy. The EFSA reviewed the same safety question did not establish a UL.
Infants may require iron supplements if they are bottle-fed cow's milk. Frequent blood donors are at risk of low iron levels and are often advised to supplement their iron intake.
For U.S. food and dietary supplement labeling purposes the amount in a serving is expressed as a percent of Daily Value (%DV). For iron labeling purposes 100% of the Daily Value was 18 mg, and remained unchanged at 18 mg. Compliance with the updated labeling regulations was required by 1 January 2020, for manufacturers with $10 million or more in annual food sales, and by 1 January 2021, for manufacturers with less than $10 million in annual food sales. During the first six months following the 1 January 2020 compliance date, the FDA plans to work cooperatively with manufacturers to meet the new Nutrition Facts label requirements and will not focus on enforcement actions regarding these requirements during that time. A table of the old and new adult Daily Values is provided at Reference Daily Intake.
Iron deficiency is the most common nutritional deficiency in the world. When loss of iron is not adequately compensated by adequate dietary iron intake, a state of latent iron deficiency occurs, which over time leads to iron-deficiency anemia if left untreated, which is characterised by an insufficient number of red blood cells and an insufficient amount of hemoglobin. Children, pre-menopausal women (women of child-bearing age), and people with poor diet are most susceptible to the disease. Most cases of iron-deficiency anemia are mild, but if not treated can cause problems like fast or irregular heartbeat, complications during pregnancy, and delayed growth in infants and children.
Iron uptake is tightly regulated by the human body, which has no regulated physiological means of excreting iron. Only small amounts of iron are lost daily due to mucosal and skin epithelial cell sloughing, so control of iron levels is primarily accomplished by regulating uptake. Regulation of iron uptake is impaired in some people as a result of a genetic defect that maps to the HLA-H gene region on chromosome 6 and leads to abnormally low levels of hepcidin, a key regulator of the entry of iron into the circulatory system in mammals. In these people, excessive iron intake can result in iron overload disorders, known medically as hemochromatosis. Many people have an undiagnosed genetic susceptibility to iron overload, and are not aware of a family history of the problem. For this reason, people should not take iron supplements unless they suffer from iron deficiency and have consulted a doctor. Hemochromatosis is estimated to be the cause of 0.3 to 0.8% of all metabolic diseases of Caucasians.
Overdoses of ingested iron can cause excessive levels of free iron in the blood. High blood levels of free ferrous iron react with peroxides to produce highly reactive free radicals that can damage DNA, proteins, lipids, and other cellular components. Iron toxicity occurs when the cell contains free iron, which generally occurs when iron levels exceed the availability of transferrin to bind the iron. Damage to the cells of the gastrointestinal tract can also prevent them from regulating iron absorption, leading to further increases in blood levels. Iron typically damages cells in the heart, liver and elsewhere, causing adverse effects that include coma, metabolic acidosis, shock, liver failure, coagulopathy, adult respiratory distress syndrome, long-term organ damage, and even death. Humans experience iron toxicity when the iron exceeds 20 milligrams for every kilogram of body mass; 60 milligrams per kilogram is considered a lethal dose. Overconsumption of iron, often the result of children eating large quantities of ferrous sulfate tablets intended for adult consumption, is one of the most common toxicological causes of death in children under six. The Dietary Reference Intake (DRI) sets the Tolerable Upper Intake Level (UL) for adults at 45 mg/day. For children under fourteen years old the UL is 40 mg/day.
The medical management of iron toxicity is complicated, and can include use of a specific chelating agent called deferoxamine to bind and expel excess iron from the body.
The role of iron in cancer defense can be described as a "double-edged sword" because of its pervasive presence in non-pathological processes. People having chemotherapy may develop iron deficiency and anemia, for which intravenous iron therapy is used to restore iron levels. Iron overload, which may occur from high consumption of red meat, may initiate tumor growth and increase susceptibility to cancer onset, particularly for colorectal cancer.
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IEEE 802.15
IEEE 802.15 is a working group of the Institute of Electrical and Electronics Engineers (IEEE) IEEE 802 standards committee which specifies wireless personal area network (WPAN) standards. There are 10 major areas of development, not all of which are active.
The number of Task Groups in IEEE 802.15 varies based on the number of active projects. The current list of active projects can be found on the IEEE 802.15 web site.
Task group one is based on Bluetooth technology. It defines physical layer (PHY) and Media Access Control (MAC) specification for wireless connectivity with fixed, portable and moving devices within or entering personal operating space. Standards were issued in 2002 and 2005.
Task group two addresses the coexistence of wireless personal area networks (WPAN) with other wireless devices operating in unlicensed frequency bands such as wireless local area networks (WLAN). The IEEE 802.15.2-2003 standard was published in 2003 and task group two went into "hibernation".
IEEE 802.15.3-2003 is a MAC and PHY standard for high-rate (11 to 55 Mbit/s) WPANs. The standard can be downloaded via the IEEE Get program, which is funded by IEEE 802 volunteers.
IEEE P802.15.3a was an attempt to provide a higher speed Ultra wideband PHY enhancement amendment to IEEE 802.15.3 for applications which involve imaging and multimedia. The members of the task group were not able to come to an agreement choosing between two technology proposals, Multi-band Orthogonal Frequency Division Multiplexing (MB-OFDM) and Direct Sequence UWB (DS-UWB), backed by two different industry alliances and was withdrawn in January 2006. Documents related to the development of IEEE 802.15.3a are archived on the IEEE document server.
IEEE 802.15.3b-2005 amendment was released on May 5, 2006. It enhanced 802.15.3 to improve implementation and interoperability of the MAC. This amendment include many optimizations, corrected errors, clarified ambiguities, and added editorial clarifications while preserving backward compatibility. Among other changes, the amendment defined the following new features:
IEEE 802.15.3c-2009 was published on September 11, 2009. The task group TG3c developed a millimeter-wave-based alternative physical layer (PHY) for the existing 802.15.3 Wireless Personal Area Network (WPAN) Standard 802.15.3-2003. The IEEE 802.15.3 Task Group 3c (TG3c) was formed in March 2005. This mmWave WPAN is defined to operate in the 57–66 GHz range. Depending on the geographical region, anywhere from 2 to 9 GHz of bandwidth is available (for example, 57–64 GHz is available as unlicensed band defined by FCC 47 CFR 15.255 in North America). The millimeter-wave WPAN allows very high data rate, short range (10 m) for applications including high speed internet access, streaming content download (video on demand, HDTV, home theater, etc.), real time streaming and wireless data bus for cable replacement. A total of three PHY modes were defined in the standard:
IEEE 802.15.4-2003 (Low Rate WPAN) deals with low data rate but very long battery life (months or even years) and very low complexity. The standard defines both the physical (Layer 1) and data-link (Layer 2) layers of the OSI model. The first edition of the 802.15.4 standard was released in May 2003. Several standardized and proprietary networks (or mesh) layer protocols run over 802.15.4-based networks, including IEEE 802.15.5, ZigBee, Thread, 6LoWPAN, WirelessHART, and ISA100.11a.
IEEE 802.15.4a (formally called IEEE 802.15.4a-2007) is an amendment to IEEE 802.15.4 specifying additional physical layers (PHYs) to the original standard. The principal interest was in providing higher precision ranging and localization capability (1 meter accuracy and better), higher aggregate throughput, adding scalability to data rates, longer range, and lower power consumption and cost. The selected baselines are two optional PHYs consisting of a UWB Pulse Radio (operating in unlicensed UWB spectrum) and a Chirp Spread Spectrum (operating in unlicensed 2.4 GHz spectrum). The Pulsed UWB Radio is based on Continuous Pulsed UWB technology (see C-UWB) and will be able to deliver communications and high precision ranging.
IEEE 802.15.4b was approved in June 2006 and was published in September 2006 as IEEE 802.15.4-2006. The IEEE 802.15 task group 4b was chartered to create a project for specific enhancements and clarifications to the IEEE 802.15.4-2003 standard, such as resolving ambiguities, reducing unnecessary complexity, increasing flexibility in security key usage, considerations for newly available frequency allocations, and others.
IEEE 802.15.4c was approved in 2008 and was published in January 2009. This defines a PHY amendment adds new rf spectrum specifications to address the Chinese regulatory changes which have opened the 314-316 MHz, 430-434 MHz, and 779-787 MHz bands for Wireless PAN use within China.
The IEEE 802.15 Task Group 4d was chartered to define an amendment to the 802.15.4-2006 standard. The amendment defines a new PHY and such changes to the MAC as are necessary to support a new frequency allocation (950 MHz -956 MHz) in Japan while coexisting with passive tag systems in the band.
The IEEE 802.15 Task Group 4e is chartered to define a MAC amendment to the existing standard 802.15.4-2006. The intent of this amendment is to enhance and add functionality to the 802.15.4-2006 MAC to a) better support the industrial markets and b) permit compatibility with modifications being proposed within the Chinese WPAN. Specific enhancements were made to add channel hopping and a variable time slot option compatible with ISA100.11a. These changes were approved in 2011.
The IEEE 802.15.4f Active RFID System Task Group is chartered to define new wireless Physical (PHY) layer(s) and enhancements to the 802.15.4-2006 standard MAC layer which are required to support new PHY(s) for active RFID system bi-directional and location determination applications.
IEEE 802.15.4g Smart Utility Networks (SUN) Task Group is chartered to create a PHY amendment to 802.15.4 to provide a standard that facilitates very large scale process control applications such as the utility smart grid network capable of supporting large, geographically diverse networks with minimal infrastructure, with potentially millions of fixed endpoints. In 2012 they released the 802.15.4g radio standard.
The Telecommunications Industry Association TR-51 committee develops standards for similar applications.
IEEE 802.15.5 provides the architectural framework enabling WPAN devices to promote interoperable, stable, and scalable wireless mesh networking. This standard is composed of two parts: low-rate WPAN mesh and high-rate WPAN mesh networks. The low-rate mesh is built on IEEE 802.15.4-2006 MAC, while the high rate mesh utilizes IEEE 802.15.3/3b MAC. The common features of both meshes include network initialization, addressing, and multihop unicasting. In addition, the low-rate mesh supports multicasting, reliable broadcasting, portability support, trace route and energy saving function, and the high rate mesh supports multihop time-guaranteed service.
Mesh networking for IEEE 802.15.1 networks is beyond scope of IEEE 802.15.5 and is carried within Bluetooth mesh working group.
In December 2011, the IEEE 802.15.6 task group approved a draft of a standard for Body Area Network (BAN) technologies. The draft was approved on 22 July 2011 by Letter Ballot to start the Sponsor Ballot process. Task Group 6 was formed in November 2007 to focus on a low-power and short-range wireless standard to be optimized for devices and operation on, in, or around the human body (but not limited to humans) to serve a variety of applications including medical, consumer electronics, and personal entertainment.
As of December 2011, The IEEE 802.15.7 Visible Light Communication Task Group has completed draft 5c of a PHY and MAC standard for Visible Light Communication (VLC). The inaugural meeting for Task Group 7 was held during January 2009, where it was chartered to write standards for free-space optical communication using visible light.
IEEE P802.15.8 received IEEE Standards Board approval on 29 March 2012 to form a Task Group to develop a standard for Peer Aware Communications (PAC) optimized for peer to peer and infrastructureless communications with fully distributed coordination operating in bands below 11 GHz. The proposed standard is targeting data rates greater than 100 kbit/s with scalable data rates up to 10 Mbit/s. Features of the proposed include:
The draft standard is under development, more information can be found on the IEEE 802.15 Task Group 8 web page.
IEEE P802.15.9 received IEEE Standards Board approval on 7 December 2011 to form a Task Group to develop a recommended practice for the transport of Key Management Protocol (KMP) datagrams. The recommended practice will define a message framework based on Information Elements as a transport method for key management protocol (KMP) datagrams and guidelines for the use of some existing KMPs with IEEE Std 802.15.4. The recommended practice will not create a new KMP.
While IEEE Std 802.15.4 has always supported datagram security, it has not provided a mechanism for establishing the keys used by this feature. Lack of key management support in IEEE Std 802.15.4 can result in weak keys, which is a common avenue for attacking the security system. Adding KMP support is critical to a proper security framework. Some of the existing KMPs that it may address are IETF's PANA, HIP, IKEv2, IEEE Std 802.1X, and 4-Way-Handshake.
The draft recommended practice is under development, more information can be found on the IEEE 802.15 web page.
IEEE P802.15.10 received IEEE Standards Board approval on 23 August 2013 to form a Task Group to develop a recommended practice for routing packets in dynamically changing 802.15.4 wireless networks (changes on the order of a minute time frame), with minimal impact to route handling. The goal is to extend the coverage area as the number of nodes
increase. The route related capabilities that the recommended practice will provide include the following:
The draft recommended practice is under development; more information can be found on the IEEE 802.15.10 web page.
The IEEE P802.15 Wireless Next Generation Standing Committee (SCwng) is chartered to facilitate and stimulate presentations and discussions on new wireless related technologies that may be subject for new 802.15 standardization projects or to address the whole 802.15 work group with issues or concerns with techniques or technologies.
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IEEE 802
IEEE 802 is a family of IEEE standards dealing with local area networks and metropolitan area networks.
The IEEE 802 standards are restricted to networks carrying variable-size packets, unlike cell relay networks, for example, where data is transmitted in short, uniformly sized units called cells. Isochronous networks, where data is transmitted as a steady stream of octets, or groups of octets, at regular time intervals, are also beyond the scope of the IEEE 802 standards.
The number “802” has no particular significance: it was simply the next available number IEEE could assign to the standards project, although "802" is sometimes associated with February 1980, the date of the first meeting.
The services and protocols specified in IEEE 802 map to the lower two layers (Data Link and Physical) of the seven-layer Open Systems Interconnection (OSI) networking reference model. In fact, IEEE 802 splits the OSI Data Link Layer into two sub-layers named logical link control (LLC) and media access control (MAC), so the layers can be listed like this:
The IEEE 802 family of standards is maintained by the IEEE 802 LAN/MAN Standards Committee (LMSC). The most widely used standards are for the Ethernet family, Token Ring, Wireless LAN (Wi-Fi), Bridging and Virtual Bridged LANs. An individual working group provides the focus for each area. The groups are numbered from 802.1 to 802.12.
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https://en.wikipedia.org/wiki?curid=14736
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IEEE 802.11
IEEE 802.11 is part of the IEEE 802 set of local area network (LAN) protocols, and specifies the set of media access control (MAC) and physical layer (PHY) protocols for implementing wireless local area network (WLAN) Wi-Fi computer communication in various frequencies, including but not limited to 2.4 GHz, 5 GHz, 6 GHz, and 60 GHz frequency bands.
They are the world's most widely used wireless computer networking standards, used in most home and office networks to allow laptops, printers, and smartphones to talk to each other and access the Internet without connecting wires. They are created and maintained by the Institute of Electrical and Electronics Engineers (IEEE) LAN/MAN Standards Committee (IEEE 802). The base version of the standard was released in 1997, and has had subsequent amendments. The standard and amendments provide the basis for wireless network products using the Wi-Fi brand. While each amendment is officially revoked when it is incorporated in the latest version of the standard, the corporate world tends to market to the revisions because they concisely denote capabilities of their products. As a result, in the marketplace, each revision tends to become its own standard.
The protocols are typically used in conjunction with IEEE 802.2, and are designed to interwork seamlessly with Ethernet, and are very often used to carry Internet Protocol traffic.
Although IEEE 802.11 specifications list channels that might be used, the radio frequency spectrum availability allowed varies significantly by regulatory domain.
The 802.11 family consists of a series of half-duplex over-the-air modulation techniques that use the same basic protocol. The 802.11 protocol family employs carrier-sense multiple access with collision avoidance whereby equipment listens to a channel for other users (including non 802.11 users) before transmitting each packet.
802.11-1997 was the first wireless networking standard in the family, but 802.11b was the first widely accepted one, followed by 802.11a, 802.11g, 802.11n, and 802.11ac. Other standards in the family (c–f, h, j) are service amendments that are used to extend the current scope of the existing standard, which may also include corrections to a previous specification.
802.11b and 802.11g use the 2.4 GHz ISM band, operating in the United States under Part 15 of the U.S. Federal Communications Commission Rules and Regulations; 802.11n can also use that band. Because of this choice of frequency band, 802.11b/g/n equipment may occasionally suffer interference in the 2.4 GHz band from microwave ovens, cordless telephones, and Bluetooth devices etc. 802.11b and 802.11g control their interference and susceptibility to interference by using direct-sequence spread spectrum (DSSS) and orthogonal frequency-division multiplexing (OFDM) signaling methods, respectively.
802.11a uses the 5 GHz U-NII band, which, for much of the world, offers at least 23 non-overlapping 20 MHz-wide channels rather than the 2.4 GHz ISM frequency band offering only three non-overlapping 20 MHz-wide channels, where other adjacent channels overlap—see list of WLAN channels. Better or worse performance with higher or lower frequencies (channels) may be realized, depending on the environment. 802.11n can use either the 2.4 GHz or 5 GHz band; 802.11ac uses only the 5 GHz band.
The segment of the radio frequency spectrum used by 802.11 varies between countries. In the US, 802.11a and 802.11g devices may be operated without a license, as allowed in Part 15 of the FCC Rules and Regulations. Frequencies used by channels one through six of 802.11b and 802.11g fall within the 2.4 GHz amateur radio band. Licensed amateur radio operators may operate 802.11b/g devices under Part 97 of the FCC Rules and Regulations, allowing increased power output but not commercial content or encryption.
In 2018, the Wi-Fi Alliance began using a consumer-friendly generation numbering scheme for the publicly used 802.11 protocols. Wi-Fi generations 1–6 refer to the 802.11b, 802.11a, 802.11g, 802.11n, 802.11ac, and 802.11ax protocols, in that order.
802.11 technology has its origins in a 1985 ruling by the U.S. Federal Communications Commission that released the ISM band for unlicensed use.
In 1991 NCR Corporation/AT&T (now Nokia Labs and LSI Corporation) invented a precursor to 802.11 in Nieuwegein, the Netherlands. The inventors initially intended to use the technology for cashier systems. The first wireless products were brought to the market under the name WaveLAN with raw data rates of 1 Mbit/s and 2 Mbit/s.
Vic Hayes, who held the chair of IEEE 802.11 for 10 years, and has been called the "father of Wi-Fi", was involved in designing the initial 802.11b and 802.11a standards within the IEEE.
In 1999, the Wi-Fi Alliance was formed as a trade association to hold the Wi-Fi trademark under which most products are sold.
The major commercial breakthrough came with Apple Inc. adopting Wi-Fi for their iBook series of laptops in 1999. It was the first mass consumer product to offer Wi-Fi network connectivity, which was then branded by Apple as AirPort. One year later IBM followed with its ThinkPad 1300 series in 2000.
The original version of the standard IEEE 802.11 was released in 1997 and clarified in 1999, but is now obsolete. It specified two net bit rates of 1 or 2 megabits per second (Mbit/s), plus forward error correction code. It specified three alternative physical layer technologies: diffuse infrared operating at 1 Mbit/s; frequency-hopping spread spectrum operating at 1 Mbit/s or 2 Mbit/s; and direct-sequence spread spectrum operating at 1 Mbit/s or 2 Mbit/s. The latter two radio technologies used microwave transmission over the Industrial Scientific Medical frequency band at 2.4 GHz. Some earlier WLAN technologies used lower frequencies, such as the U.S. 900 MHz ISM band.
Legacy 802.11 with direct-sequence spread spectrum was rapidly supplanted and popularized by 802.11b.
802.11a, published in 1999, uses the same data link layer protocol and frame format as the original standard, but an OFDM based air interface (physical layer). It operates in the 5 GHz band with a maximum net data rate of 54 Mbit/s, plus error correction code, which yields realistic net achievable throughput in the mid-20 Mbit/s. It has seen widespread worldwide implementation, particularly within the corporate workspace.
Since the 2.4 GHz band is heavily used to the point of being crowded, using the relatively unused 5 GHz band gives 802.11a a significant advantage. However, this high carrier frequency also brings a disadvantage: the effective overall range of 802.11a is less than that of 802.11b/g. In theory, 802.11a signals are absorbed more readily by walls and other solid objects in their path due to their smaller wavelength, and, as a result, cannot penetrate as far as those of 802.11b. In practice, 802.11b typically has a higher range at low speeds (802.11b will reduce speed to 5.5 Mbit/s or even 1 Mbit/s at low signal strengths). 802.11a also suffers from interference, but locally there may be fewer signals to interfere with, resulting in less interference and better throughput.
The 802.11b standard has a maximum raw data rate of 11 Mbit/s (Megabits per second), and uses the same media access method defined in the original standard. 802.11b products appeared on the market in early 2000, since 802.11b is a direct extension of the modulation technique defined in the original standard. The dramatic increase in throughput of 802.11b (compared to the original standard) along with simultaneous substantial price reductions led to the rapid acceptance of 802.11b as the definitive wireless LAN technology.
Devices using 802.11b experience interference from other products operating in the 2.4 GHz band. Devices operating in the 2.4 GHz range include microwave ovens, Bluetooth devices, baby monitors, cordless telephones, and some amateur radio equipment. As unlicensed intentional radiators in this ISM band, they must not interfere with and must tolerate interference from primary or secondary allocations (users) of this band, such as amateur radio.
In June 2003, a third modulation standard was ratified: 802.11g. This works in the 2.4 GHz band (like 802.11b), but uses the same OFDM based transmission scheme as 802.11a. It operates at a maximum physical layer bit rate of 54 Mbit/s exclusive of forward error correction codes, or about 22 Mbit/s average throughput. 802.11g hardware is fully backward compatible with 802.11b hardware, and therefore is encumbered with legacy issues that reduce throughput by ~21% when compared to 802.11a.
The then-proposed 802.11g standard was rapidly adopted in the market starting in January 2003, well before ratification, due to the desire for higher data rates as well as reductions in manufacturing costs. By summer 2003, most dual-band 802.11a/b products became dual-band/tri-mode, supporting a and b/g in a single mobile adapter card or access point. Details of making b and g work well together occupied much of the lingering technical process; in an 802.11g network, however, activity of an 802.11b participant will reduce the data rate of the overall 802.11g network.
Like 802.11b, 802.11g devices also suffer interference from other products operating in the 2.4 GHz band, for example wireless keyboards.
In 2003, task group TGma was authorized to "roll up" many of the amendments to the 1999 version of the 802.11 standard. REVma or 802.11ma, as it was called, created a single document that merged 8 amendments (802.11a, b, d, e, g, h, i, j) with the base standard. Upon approval on 8 March 2007, 802.11REVma was renamed to the then-current base standard IEEE 802.11-2007.
802.11n is an amendment that improves upon the previous 802.11 standards, that had the first draft of certification published in 2006. The 802.11n standard was retroactively labelled as Wi-Fi 4 by the Wi-Fi Alliance. The standard added support for multiple-input multiple-output antennas (MIMO). 802.11n operates on both the 2.4 GHz and the 5 GHz bands. Support for 5 GHz bands is optional. Its net data rate ranges from 54 Mbit/s to 600 Mbit/s. The IEEE has approved the amendment, and it was published in October 2009. Prior to the final ratification, enterprises were already migrating to 802.11n networks based on the Wi-Fi Alliance's certification of products conforming to a 2007 draft of the 802.11n proposal.
In May 2007, task group TGmb was authorized to "roll up" many of the amendments to the 2007 version of the 802.11 standard. REVmb or 802.11mb, as it was called, created a single document that merged ten amendments (802.11k, r, y, n, w, p, z, v, u, s) with the 2007 base standard. In addition much cleanup was done, including a reordering of many of the clauses. Upon publication on 29 March 2012, the new standard was referred to as IEEE 802.11-2012.
IEEE 802.11ac-2013 is an amendment to IEEE 802.11, published in December 2013, that builds on 802.11n. The 802.11ac standard was retroactively labelled as Wi-Fi 5 by Wi-Fi Alliance. Changes compared to 802.11n include wider channels (80 or 160 MHz versus 40 MHz) in the 5 GHz band, more spatial streams (up to eight versus four), higher-order modulation (up to 256-QAM vs. 64-QAM), and the addition of Multi-user MIMO (MU-MIMO). The Wi-Fi Alliance separated the introduction of ac wireless products into two phases ("wave"), named "Wave 1" and "Wave 2". From mid-2013, the alliance started certifying Wave 1 802.11ac products shipped by manufacturers, based on the IEEE 802.11ac Draft 3.0 (the IEEE standard was not finalized until later that year). In 2016 Wi-Fi Alliance introduced the Wave 2 certification, to provide higher bandwidth and capacity than Wave 1 products. Wave 2 products include additional features like MU-MIMO, 160 MHz channel width support, support for more 5 GHz channels, and four spatial streams (with four antennas; compared to three in Wave 1 and 802.11n, and eight in IEEE's 802.11ax specification).
IEEE 802.11ad is an amendment that defines a new physical layer for 802.11 networks to operate in the 60 GHz millimeter wave spectrum. This frequency band has significantly different propagation characteristics than the 2.4 GHz and 5 GHz bands where Wi-Fi networks operate. Products implementing the 802.11ad standard are being brought to market under the WiGig brand name. The certification program is now being developed by the Wi-Fi Alliance instead of the now defunct Wireless Gigabit Alliance. The peak transmission rate of 802.11ad is 7 Gbit/s.
IEEE 802.11ad is a protocol used for very high data rates (about 8 Gbit/s) and for short range communication (about 1–10 meters).
TP-Link announced the world's first 802.11ad router in January 2016.
The WiGig standard is not too well known, although it was announced in 2009 and added to the IEEE 802.11 family in December 2012.
IEEE 802.11af, also referred to as "White-Fi" and "Super Wi-Fi", is an amendment, approved in February 2014, that allows WLAN operation in TV white space spectrum in the VHF and UHF bands between 54 and 790 MHz. It uses cognitive radio technology to transmit on unused TV channels, with the standard taking measures to limit interference for primary users, such as analog TV, digital TV, and wireless microphones. Access points and stations determine their position using a satellite positioning system such as GPS, and use the Internet to query a geolocation database (GDB) provided by a regional regulatory agency to discover what frequency channels are available for use at a given time and position. The physical layer uses OFDM and is based on 802.11ac. The propagation path loss as well as the attenuation by materials such as brick and concrete is lower in the UHF and VHF bands than in the 2.4 GHz and 5 GHz bands, which increases the possible range. The frequency channels are 6 to 8 MHz wide, depending on the regulatory domain. Up to four channels may be bonded in either one or two contiguous blocks. MIMO operation is possible with up to four streams used for either space–time block code (STBC) or multi-user (MU) operation. The achievable data rate per spatial stream is 26.7 Mbit/s for 6 and 7 MHz channels, and 35.6 Mbit/s for 8 MHz channels. With four spatial streams and four bonded channels, the maximum data rate is 426.7 Mbit/s for 6 and 7 MHz channels and 568.9 Mbit/s for 8 MHz channels.
IEEE 802.11-2016 which was known as IEEE 802.11 REVmc, is a revision based on IEEE 802.11-2012, incorporating 5 amendments (11ae, 11aa, 11ad, 11ac, 11af). In addition, existing MAC and PHY functions have been enhanced and obsolete features were removed or marked for removal. Some clauses and annexes have been renumbered.
IEEE 802.11ah, published in 2017, defines a WLAN system operating at sub-1 GHz license-exempt bands. Due to the favorable propagation characteristics of the low frequency spectra, 802.11ah can provide improved transmission range compared with the conventional 802.11 WLANs operating in the 2.4 GHz and 5 GHz bands. 802.11ah can be used for various purposes including large scale sensor networks, extended range hotspot, and outdoor Wi-Fi for cellular traffic offloading, whereas the available bandwidth is relatively narrow. The protocol intends consumption to be competitive with low power Bluetooth, at a much wider range.
IEEE 802.11ai is an amendment to the 802.11 standard that added new mechanisms for a faster initial link setup time.
IEEE 802.11aj is a rebanding of 802.11ad for use in the 45 GHz unlicensed spectrum available in some regions of the world (specifically China).
Alternatively known as China Millimeter Wave (CMMW).
IEEE 802.11aq is an amendment to the 802.11 standard that will enable pre-association discovery of services. This extends some of the mechanisms in 802.11u that enabled device discovery to further discover the services running on a device, or provided by a network.
IEEE 802.11ax (marketed as Wi-Fi 6 by the Wi-Fi Alliance) is the successor to 802.11ac, and will increase the efficiency of WLAN networks. Currently in development, this project has the goal of providing 4x the throughput of 802.11ac at the user layer, having just 37% higher nominal data rates at the PHY layer. In the previous amendment of 802.11 (namely 802.11ac), Multi-User MIMO has been introduced, which is a spatial multiplexing technique. MU-MIMO allows the Access Point to form beams towards each Client, while transmitting information simultaneously. By doing so, the interference between Clients is reduced, and the overall throughput is increased, since multiple Clients can receive data at the same time. With 802.11ax, a similar multiplexing is introduced in the frequency domain, namely OFDMA. With this technique, multiple Clients are assigned with different Resource Units in the available spectrum. By doing so, an 80 MHz channel can be split into multiple Resource Units, so that multiple Clients receive different type of data over the same spectrum, simultaneously. In order to have enough amount of subcarriers to support the requirements of OFDMA, the number of subcarriers are increased by a factor of 4 (compared to 802.11ac standard). In other words, for 20, 40, 80 and 160 MHz channels, there are 64, 128, 256 and 512 subcarriers in 802.11ac standard; while there are 256, 512, 1024 and 2048 subcarriers in 802.11ax standard. Since the available bandwidths have not changed and the number of subcarriers are increased by a factor of 4, the subcarrier spacing is also reduced by the factor of 4. This introduces 4 times longer OFDM symbols: for 802.11ac the duration of an OFDM symbol is 3.2 microseconds, and for 802.11ax it is 12.8 microseconds (both without guard intervals).
IEEE 802.11ay is a standard that is being developed. It is an amendment that defines a new physical layer for 802.11 networks to operate in the 60 GHz millimeter wave spectrum. It will be an extension of the existing 11ad, aimed to extend the throughput, range and use-cases. The main use-cases include: indoor operation, out-door back-haul and short range communications. The peak transmission rate of 802.11ay is 20 Gbit/s. The main extensions include: channel bonding (2, 3 and 4), MIMO (up to 4 streams) and higher modulation schemes.
IEEE 802.11be Extremely High Throughput (EHT) is the potential next amendment of the 802.11 IEEE standard. It will build upon 802.11ax, focusing on WLAN indoor and outdoor operation with stationary and pedestrian speeds in the 2.4 GHz, 5 GHz, and 6 GHz frequency bands.
Across all variations of 802.11, maximum achievable throughputs are given either based on measurements under ideal conditions or in the layer-2 data rates. However, this does not apply to typical deployments in which data is being transferred between two endpoints, of which at least one is typically connected to a wired infrastructure and the other endpoint is connected to an infrastructure via a wireless link.
This means that, typically, data frames pass an 802.11 (WLAN) medium, and are being converted to 802.3 (Ethernet) or vice versa. Due to the difference in the frame (header) lengths of these two media, the application's packet size determines the speed of the data transfer. This means applications that use small packets (e.g., VoIP) create dataflows with high-overhead traffic (i.e., a low goodput). Other factors that contribute to the overall application data rate are the speed with which the application transmits the packets (i.e., the data rate) and, of course, the energy with which the wireless signal is received. The latter is determined by distance and by the configured output power of the communicating devices.
The same references apply to the attached graphs that show measurements of UDP throughput. Each represents an average (UDP) throughput (please note that the error bars are there, but barely visible due to the small variation) of 25 measurements. Each is with a specific packet size (small or large) and with a specific data rate (10 kbit/s – 100 Mbit/s). Markers for traffic profiles of common applications are included as well. These figures assume there are no packet errors, which if occurring will lower transmission rate further.
802.11b, 802.11g, and 802.11n-2.4 utilize the spectrum, one of the ISM bands. 802.11a, 802.11n and 802.11ac use the more heavily regulated band. These are commonly referred to as the "2.4 GHz and 5 GHz bands" in most sales literature. Each spectrum is sub-divided into "channels" with a center frequency and bandwidth, analogous to the way radio and TV broadcast bands are sub-divided.
The 2.4 GHz band is divided into 14 channels spaced 5 MHz apart, beginning with channel 1, which is centered on 2.412 GHz. The latter channels have additional restrictions or are unavailable for use in some regulatory domains.
The channel numbering of the spectrum is less intuitive due to the differences in regulations between countries. These are discussed in greater detail on the list of WLAN channels.
In addition to specifying the channel center frequency, 802.11 also specifies (in Clause 17) a spectral mask defining the permitted power distribution across each channel. The mask requires the signal be attenuated a minimum of 20 dB from its peak amplitude at ±11 MHz from the centre frequency, the point at which a channel is effectively 22 MHz wide. One consequence is that stations can use only every fourth or fifth channel without overlap.
Availability of channels is regulated by country, constrained in part by how each country allocates radio spectrum to various services. At one extreme, Japan permits the use of all 14 channels for 802.11b, and for 802.11g/n-2.4. Other countries such as Spain initially allowed only channels 10 and 11, and France allowed only 10, 11, 12, and 13; however, Europe now allow channels 1 through 13. North America and some Central and South American countries allow only
Since the spectral mask defines only power output restrictions up to ±11 MHz from the center frequency to be attenuated by −50 dBr, it is often assumed that the energy of the channel extends no further than these limits. It is more correct to say that, given the separation between channels, the overlapping signal on any channel should be sufficiently attenuated to minimally interfere with a transmitter on any other channel. Due to the near-far problem a transmitter can impact (desense) a receiver on a "non-overlapping" channel, but only if it is close to the victim receiver (within a meter) or operating above allowed power levels. Conversely, a sufficiently distant transmitter on an overlapping channel can have little to no significant effect.
Confusion often arises over the amount of channel separation required between transmitting devices. 802.11b was based on direct-sequence spread spectrum (DSSS) modulation and utilized a channel bandwidth of 22 MHz, resulting in "three" "non-overlapping" channels (1, 6, and 11). 802.11g was based on OFDM modulation and utilized a channel bandwidth of 20 MHz. This occasionally leads to the belief that "four" "non-overlapping" channels (1, 5, 9, and 13) exist under 802.11g, although this is not the case as per 17.4.6.3 Channel Numbering of operating channels of the IEEE Std 802.11 (2012), which states "In a multiple cell network topology, overlapping and/or adjacent cells using different channels can operate simultaneously without interference if the distance between the center frequencies is at least 25 MHz."
and section 18.3.9.3 and Figure 18-13.
This does not mean that the technical overlap of the channels recommends the non-use of overlapping channels. The amount of inter-channel interference seen on a configuration using channels 1, 5, 9, and 13 (which is permitted in Europe, but not in North America) is barely different from a three-channel configuration, but with an entire extra channel.
However, overlap between channels with more narrow spacing (e.g. 1, 4, 7, 11 in North America) may cause unacceptable degradation of signal quality and throughput, particularly when users transmit near the boundaries of AP cells.
IEEE uses the phrase "regdomain" to refer to a legal regulatory region. Different countries define different levels of allowable transmitter power, time that a channel can be occupied, and different available channels. Domain codes are specified for the United States, Canada, ETSI (Europe), Spain, France, Japan, and China.
Most Wi-Fi certified devices default to "regdomain" 0, which means least common denominator settings, i.e., the device will not transmit at a power above the allowable power in any nation, nor will it use frequencies that are not permitted in any nation.
The "regdomain" setting is often made difficult or impossible to change so that the end users do not conflict with local regulatory agencies such as the United States' Federal Communications Commission.
The datagrams are called "frames". Current 802.11 standards specify frame types for use in transmission of data as well as management and control of wireless links.
Frames are divided into very specific and standardized sections. Each frame consists of a "MAC header", "payload", and "frame check sequence" (FCS). Some frames may not have a payload.
The first two bytes of the MAC header form a frame control field specifying the form and function of the frame. This frame control field is subdivided into the following sub-fields:
The next two bytes are reserved for the Duration ID field that indicates how long the field's transmission will take so other devices know when the channel will be available again. This field can take one of three forms: Duration, Contention-Free Period (CFP), and Association ID (AID).
An 802.11 frame can have up to four address fields. Each field can carry a MAC address. Address 1 is the receiver, Address 2 is the transmitter, Address 3 is used for filtering purposes by the receiver. Address 4 is only present in data frames transmitted between access points in an Extended Service Set or between intermediate nodes in a mesh network.
The remaining fields of the header are:
The payload or frame body field is variable in size, from 0 to 2304 bytes plus any overhead from security encapsulation, and contains information from higher layers.
The Frame Check Sequence (FCS) is the last four bytes in the standard 802.11 frame. Often referred to as the Cyclic Redundancy Check (CRC), it allows for integrity check of retrieved frames. As frames are about to be sent, the FCS is calculated and appended. When a station receives a frame, it can calculate the FCS of the frame and compare it to the one received. If they match, it is assumed that the frame was not distorted during transmission.
Management frames are not always authenticated, and allow for the maintenance, or discontinuance, of communication. Some common 802.11 subtypes include:
The body of a management frame consists of frame-subtype-dependent fixed fields followed by a sequence of information elements (IEs).
The common structure of an IE is as follows:
Control frames facilitate in the exchange of data frames between stations. Some common 802.11 control frames include:
Data frames carry packets from web pages, files, etc. within the body. The body begins with an IEEE 802.2 header, with the Destination Service Access Point (DSAP) specifying the protocol, followed by a Subnetwork Access Protocol (SNAP) header if the DSAP is hex AA, with the organizationally unique identifier (OUI) and protocol ID (PID) fields specifying the protocol. If the OUI is all zeroes, the protocol ID field is an EtherType value. Almost all 802.11 data frames use 802.2 and SNAP headers, and most use an OUI of 00:00:00 and an EtherType value.
Similar to TCP congestion control on the internet, frame loss is built into the operation of 802.11. To select the correct transmission speed or Modulation and Coding Scheme, a rate control algorithm may test different speeds. The actual packet loss rate of an Access points vary widely for different link conditions. There are variations in the loss rate experienced on production Access points, between 10% and 80%, with 30% being a common average. It is important to be aware that the link layer should recover these lost frames. If the sender does not receive an Acknowledgement (ACK) frame, then it will be resent.
Within the IEEE 802.11 Working Group, the following IEEE Standards Association Standard and Amendments exist:
802.11F and 802.11T are recommended practices rather than standards, and are capitalized as such.
802.11m is used for standard maintenance. 802.11ma was completed for 802.11-2007, 802.11mb for 802.11-2012, and 802.11mc for 802.11-2016.
Both the terms "standard" and "amendment" are used when referring to the different variants of IEEE standards.
As far as the IEEE Standards Association is concerned, there is only one current standard; it is denoted by IEEE 802.11 followed by the date that it was published. IEEE 802.11-2016 is the only version currently in publication, superseding previous releases. The standard is updated by means of amendments. Amendments are created by task groups (TG). Both the task group and their finished document are denoted by 802.11 followed by a non-capitalized letter, for example, IEEE 802.11a and IEEE 802.11b. Updating 802.11 is the responsibility of task group m. In order to create a new version, TGm combines the previous version of the standard and all published amendments. TGm also provides clarification and interpretation to industry on published documents. New versions of the IEEE 802.11 were published in 1999, 2007, 2012, and 2016.
Various terms in 802.11 are used to specify aspects of wireless local-area networking operation, and may be unfamiliar to some readers.
For example, Time Unit (usually abbreviated TU) is used to indicate a unit of time equal to 1024 microseconds. Numerous time constants are defined in terms of TU (rather than the nearly equal millisecond).
Also the term "Portal" is used to describe an entity that is similar to an 802.1H bridge. A Portal provides access to the WLAN by non-802.11 LAN STAs.
In 2001, a group from the University of California, Berkeley presented a paper describing weaknesses in the 802.11 Wired Equivalent Privacy (WEP) security mechanism defined in the original standard; they were followed by Fluhrer, Mantin, and Shamir's paper titled "Weaknesses in the Key Scheduling Algorithm of RC4". Not long after, Adam Stubblefield and AT&T publicly announced the first verification of the attack. In the attack, they were able to intercept transmissions and gain unauthorized access to wireless networks.
The IEEE set up a dedicated task group to create a replacement security solution, 802.11i (previously this work was handled as part of a broader 802.11e effort to enhance the MAC layer). The Wi-Fi Alliance announced an interim specification called Wi-Fi Protected Access (WPA) based on a subset of the then current IEEE 802.11i draft. These started to appear in products in mid-2003. IEEE 802.11i (also known as WPA2) itself was ratified in June 2004, and uses the Advanced Encryption Standard (AES), instead of RC4, which was used in WEP. The modern recommended encryption for the home/consumer space is WPA2 (AES Pre-Shared Key), and for the enterprise space is WPA2 along with a RADIUS authentication server (or another type of authentication server) and a strong authentication method such as EAP-TLS.
In January 2005, the IEEE set up yet another task group "w" to protect management and broadcast frames, which previously were sent unsecured. Its standard was published in 2009.
In December 2011, a security flaw was revealed that affects some wireless routers with a specific implementation of the optional Wi-Fi Protected Setup (WPS) feature. While WPS is not a part of 802.11, the flaw allows an attacker within the range of the wireless router to recover the WPS PIN and, with it, the router's 802.11i password in a few hours.
In late 2014, Apple announced that its iOS 8 mobile operating system would scramble MAC addresses during the pre-association stage to thwart retail footfall tracking made possible by the regular transmission of uniquely identifiable probe requests.
Wi-Fi users may be subjected to a Wi-Fi deauthentication attack to eavesdrop, attack passwords or simply to force the use of another, usually more expensive access point.
Many companies implement wireless networking equipment with non-IEEE standard 802.11 extensions either by implementing proprietary or draft features. These changes may lead to incompatibilities between these extensions.
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Irn-Bru
Irn-Bru ( "iron brew") is a Scottish carbonated soft drink, often described as "Scotland's other national drink" (after whisky). It is produced in Westfield, Cumbernauld, North Lanarkshire, by A.G. Barr of Glasgow, since moving out of their Parkhead factory in the mid-2000s. In 2011, Irn-Bru closed their factory in Mansfield, making the Westfield plant in Cumbernauld the main location for production. Other manufacturing locations include the English city of Sheffield. In addition to being sold throughout the United Kingdom, Barr's Irn-Bru is available throughout the world and can usually be purchased where there is a significant community of people from Scotland. Innovative and sometimes controversial marketing campaigns have kept it a top selling soft drink in Scotland, competing directly with global brands such as Coca-Cola and Pepsi.
Irn-Bru is known for its bright orange colour and unique flavour. As of 1999 it contained 0.002% of ammonium ferric citrate, sugar, 32 flavouring agents including caffeine and quinine (but not in Australia), and two controversial colourings (Sunset Yellow FCF and Ponceau 4R). On 27 January 2010, A.G. Barr agreed to a Food Standards Agency voluntary ban on these two colourings although no date was set for their replacement. However, after lobbying by First Minister of Scotland Alex Salmond, a proposed restriction of Sunset Yellow to 10 mg/litre was eased to 20 mg/litre in 2011 — the same amount present in Irn-Bru. As of May 2017, Irn-Bru still contains these colourings.
The first Iron Brew drink was produced by the Maas & Waldstein chemicals company of New York in 1889 under the name IRONBREW. The drink was popular across North America and was widely copied. A similar beverage was launched in 1898 by London essence firm Stevenson & Howell who supplied soft drinks manufacturers in the UK and colonies. Following this date many local bottlers around the UK began selling their own version of the beverage. Despite the official launch date for Barr's Iron Brew being given as 1901, the firms AG Barr & Co (Glasgow) and Robert Barr (Falkirk) jointly launched their own Iron Brew drink at least two years earlier, according to a document in the firm's own archives which indicates that the drink was already enjoying strong sales by May 1899. The strongman image which Barr's adopted for their bottle labels and advertising had in fact been trademarked by the firm Stevenson & Howell in 1898. Barr's ordered their labels directly from Stevenson & Howell who also sold Barr's many of the individual flavours with which they mixed their own drinks. An advertisement for Barr's Iron Brew dated 1900 featuring the original strongman label can be found in Falkirk's Local History Archives.
Barr's trademark application for the brand name Irn-Bru dates from July 1946 when the drink was still off sale because of wartime regulations. The firm first commercialised their drink using this new name in 1948 once government SDI consolidation of the soft drinks industry had ended. The name change followed the introduction of new labelling restrictions which cracked down on spurious health claims and introduced minimum standards for drinks claiming to contain minerals such as iron. However, according to Robert Barr OBE (chairman 1947–1978), there was also a commercial rationale behind the unusual spelling. "Iron Brew" had come to be understood as a generic product category in the UK, whereas adopting the name "Irn-Bru" allowed the firm to have a legally protected brand identity that would enable the firm to benefit from the popularity of their wartime "Adventures of Ba-Bru" comic strip advertising. (The "Iron Brew" name has continued to be used for many versions of the drink sold by rival manufacturers.)
1980 saw the introduction of Low Calorie Irn-Bru: this was re-launched in 1991 as Diet Irn-Bru and again in 2011 as Irn-Bru Sugar Free. The Irn-Bru 32 energy drink variant was launched in 2006.
Irn-Bru has long been the most popular soft drink in Scotland, with Coca-Cola second, but competition between the two brands has brought their sales to roughly equal levels as of 2003. It is also the third best selling soft drink in the UK, after Coca-Cola and Pepsi, outselling high-profile brands such as Fanta, Dr Pepper, Sprite and 7 Up. This success in defending its home market (a feat claimed only by Irn-Bru, Inca Kola and Thums Up; Thums Up sold out to Coca-Cola in 1993, and Inka Kola owners Corporación Lindley S.A. entered into a joint venture with Coca-Cola in 1999, giving up all rights to the name outside Peru) led to ongoing speculation that Coca-Cola, PepsiCo, Inc. or its UK brand franchisee Britvic would attempt to buy A.G. Barr. In November 2012 AG Barr and Britvic announced a merger proposal, in July 2013 the merger collapsed when terms could not be agreed.
Irn-Bru's advertising slogans used to be 'Scotland's other National Drink', referring to whisky, and 'Made in Scotland from girders', a reference to the rusty colour of the drink; though the closest one can come to substantiating this claim is the 0.002% ammonium ferric citrate listed in the ingredients.
Fiery Irn-Bru, a limited edition variant, was released in autumn 2011. Packaged with a black and orange design, and with the signature man icon with an added image of a fire, it had a warm, tingly feeling in the mouth once drunk. It featured the traditional Irn-Bru flavour with an aftertaste similar to ginger.
Irn-Bru was also sold in reusable 750 ml glass bottles which, like other Barr's drinks, were able to be returned to the manufacturer in exchange for a 30 pence (previously 20p) deposit paid on purchase. This scheme was widely available in shops across Scotland and led to the colloquial term for an empty: a "glass cheque". As a result of a 40% drop in returned bottles since the 90s Barr deemed the washing and re-filling process uneconomical, and on 1 January 2016 ceased the scheme.
2016 saw the introduction the current logo, conveying strength and an industrial feel, and a new diet variant called Irn-Bru Xtra in different branding to the existing sugar free variety in a similar fashion to Coca-Cola Zero and Pepsi Max.
Barr changed the formula of Irn-Bru in January 2018 in response to a sugar tax implemented in the UK in April 2018, intended to combat obesity. By reducing the sugar content to less than 5g per 100ml, Barr has made Irn-Bru exempt from the tax. The manufacturer asserts that most people will not be able to tell the difference in flavour between the old and new formulas, but fans of the drink have started the 'Save Real Irn-Bru' campaign to stop or reverse this change, and have been stocking up on the more sugary formula.
In May 2019, Barr announced a new energy drink variant of Irn-Bru called Irn-Bru Energy, which was released on 1 July 2019.
Irn-Bru and other Barr brands including Pineappleade, Cream Soda, Tizer, Red Kola, Barr Cola, and Limeade are still available in 750 ml reusable glass bottles.
Irn-Bru and Diet Irn-Bru are available in the following sizes:
In May 2007, A.G Barr re-designed the Irn-Bru Can and Bottle Logos.
In April 2016, A.G Barr released the redesigned Irn-Bru Can and Bottle Logos.
Barr's actively promoted their Irn-Bru from the outset, with some of their earliest ads featuring world champion wrestlers and Highland Games athletes Donald Dinnie and Alex Munro who endorsed the drink by means of personal testimonials. In the 1930s, the firm began a long-running series of comic strip ads entitled "The Adventures of Ba-Bru" which ran in various local papers from April 1939 until October 1970. The last traces of this campaign, a large neon sign featuring Ba-Bru which stood in Union St above Glasgow Central railway station, was removed in 1983 and replaced with an illuminated display featuring the tagline "Your Other National Drink".
Barr has a long-established gimmick associating Irn-Bru with Scottishness, stemming from the claim of it being Scotland's most popular soft drink. A tagline, "Made in Scotland from girders", was used for several years from the 1980s, usually featuring Irn-Bru drinkers becoming unusually strong, durable or magnetic.
A new advertising campaign launched in Spring 2000 which "dramatises the extraordinary appeal of Irn-Bru in a likeably maverick style". Emma Jardine, Account Director, said:
"The ads will more than live up to people's expectations of Irn-Bru's continuously humorous campaign." while David Amers, Planning Director, said: "Irn-Bru is the likeable maverick of the soft drinks market and these ads perfectly capture the brand's spirit."
One involved a grandfather (played by actor Robert Wilson) who removed his false teeth to spoil his grandson's interest in his can of Irn-Bru. A further TV advertisement featured a senior citizen in a motorised wheelchair robbing a local shopping market of a supply of Irn-Bru.
In 2004 Irn created a new concept "Phenomenal". In 2006 the company launched its first Christmas adverts. This campaign consisted of a parody commercial of a popular Christmas Cartoon, "The Snowman", and was effective in interesting American audiences in the Irn-Bru brand.
Further advertising campaigns for Irn-Bru appeared in conjunction with the release of Irn-Bru 32 in 2006.
A 2009 advertisement for the product features a group of high school pupils performing a musical number, with the refrain "It's fizzy, it's ginger, it's phenomenal!" It is a parody of "High School Musical", and stars Jack Lowden.
In 2012 the company changed its slogan to "gets you through", which see a number of people drinking Irn-Bru to get through tough situations.
In response to the Coca-Cola 'Share a Coke' campaign, Barr decided to produce thousands of limited edition 750 ml bottles of "Irn-Bru" with the names 'Fanny', 'Senga', 'Rab' and 'Tam' on the label, mimicking that by Coca-Cola. The use of the name 'Fanny' ties in with one of "Irn-Bru"'s controversial marketing advertisements.
In December 2018, 12 years after the original Christmas advert left off, with the child being in a snow bank in Edinburgh, returned to the screens as a sequel which involved the child taking a Seaplane to chase down the Snowman who had his Irn-Bru. In the end, the drink gets stolen by Santa.
One of the most controversial Irn-Bru television adverts evoked 1950s entertainment. A mother plays the piano, while the father and two children deliver a song which ends with the mother singing: "...even though I used to be a man". This advertisement was broadcast in 2000, but when it was repeated in 2003, it led to seventeen complaints about it being offensive to members of the transgender community. Issue A14 of the Ofcom Advertising Complaints bulletin reports that the children's response to their mother's claim was not offensive. The advertisement was meant to be a joke about changing points of view over time. However, the scene involving the mother shaving at the end of the advertisement was deemed to be potentially offensive to transgender people, and so it was taken off the air.
In 2003, an Irn-Bru commercial which showed a midwife trying to entice a baby from its mother's womb during a difficult delivery sparked fifty complaints. Some saw it as upsetting to women who had suffered miscarriages.
One billboard that drew criticism featured a young woman in a bikini along with the slogan "Diet Irn-Bru. I never knew could give so much pleasure". Another featured a picture of a cow with the slogan "When I'm a burger, I want to be washed down with Irn-Bru". This billboard resulted in over 700 complaints but was cleared by advertisement watchdogs. A billboard which featured a depressed goth and the slogan "Cheer up Goth. Have an Irn-Bru." was also criticised for inciting bullying.
McCowan's also produced Irn-Bru Bars, chewy, fizzy, bright orange confectionery bars which taste very strongly of Irn-Bru, though production ended in late 2005. Irn-Bru sorbet is available in some speciality ice cream shops in Scotland.
The drink can be used as a mixer with alcoholic beverages, mainly vodka and whisky.
Barr launched an alcopop drink combining Irn-Bru and Bell's whisky, although this proved to be unpopular and was discontinued. A later attempt came in the form of an official Irn-Bru flavour in the Red Square line-up of vodka-based drinks; this too has been discontinued.
Irn-Bru is manufactured under licence in Russia by the Moscow Brewing Company. Bru and other Barr products are exported to Spain, the Netherlands, Germany, Gibraltar, Greece and Cyprus, as well as parts of Africa and Asia. It is available in the Republic of Ireland, increasingly being stocked in BWG and ADM Londis supplied stores, as well as in supermarkets owned by Dunnes Stores and Tesco Ireland. In Ireland generally, the drink mainly sells in Ulster, chiefly in Northern Ireland and County Donegal. It is also available in Malta, Belgium and, as of 2005, in Poland. It is now sold in Iceland, as of 2011. A similarly named product, using the "Iron Brew" spelling but bearing little resemblance to Irn-Bru in flavour, colour or packaging, is produced by Coca-Cola in South Africa.
In Australia, Irn-Bru was manufactured and distributed under licence by Occasio Australia Pty Ltd until 2009. It was available in 500 ml and 1.25 litre in both standard and diet. The drink enjoyed growing success in the country, with its first advertising campaign launched in Queensland in September 2007. It was initially available in major chains such as Coles and Woolworths, Caltex service stations and in many independent grocers and convenience stores. It was then delisted at Coles supermarkets. Because of manufacturing and bottling issues, Occasio ceased local production in late 2009. It is now imported direct from the UK and distributed by British Provender Pty Ltd, and can again be found in the international sections of major supermarket chains and some convenience stores.
Irn-Bru sold in Canada contained no caffeine until recently. In March 2010, Health Canada repealed the ban on caffeine on clear coloured soft drinks and now bottles of Irn-Bru have the label 'Now Contains caffeine' on the packaging. Irn-Bru in Canada is distributed by TFB & Associates Ltd from Markham, Ontario but is packaged by A.G. Barr in Glasgow, Scotland. Irn-Bru can be found at Sobeys supermarkets.
The now-defunct McKinlay soft-drink company in Glace Bay, Cape Breton, Nova Scotia, Canada, for many years offered its own non-licensed beverage called "Irn-Bru" and later "Cape Breton's Irn-Bru". It was a brown carbonated soft-drink with a fruity cola taste.
The standard Irn-Bru distributed in Canada also contains the "Not a source of iron" disclaimer on the label.
The UK version of the drink (with caffeine) is commonly imported by speciality retailers, particularly in areas with large Scottish populations.
Irn-Bru started being sold at 7-Eleven. It has often appeared in the Danish supermarket 'Netto', 'Rema 1000' and 'Normal'. Today only a few 7-Elevens in Denmark continue distributing Irn-Bru, while most Føtex and Bilka stores now stock Irn-Bru.
Imported Irn-Bru cans are found throughout Finland in most K-Citymarket locations and some independent stores.
In Hong Kong, Irn-Bru can be found in selected Wellcome supermarkets, in and around areas where the expatriate population is significant such as the Sheung Wan and Central districts.
A.G. Barr has launched its Irn-Bru product throughout the Middle East. Found mostly in LuLu supermarkets.
Irn-Bru is commonly available nationwide from supermarkets as cans and 1.25 litre plastic bottles. It is bottled by Oasis, the same company that bottles Coca-Cola. Imported Irn-Bru from Scotland is available from speciality stores.
Irn-Bru entered the Norwegian market in May 2008. They had to withdraw from the market again in 2009 as a result of problems with production agreements and lack of funding for marketing.
They were believed to be sponsoring the Norwegian First Division club Mjøndalen IF in 2009. This later turned out to be fraud carried out by a third party company, and Mjøndalen IF never received any sponsorship from Irn-Bru, even though the team played the 2009 season with Irn-Bru logo on their shirts.
Irn-Bru began being sold in Russia in 1997, and by 2002 it had become their third best selling soft drink. After its original bottler went out of business, a new deal was signed for the drink to be manufactured and distributed in larger quantities by the Pepsi Bottling Group of Russia in 2002. Its popularity has been attributed to the drink's apparent similarity to discontinued Soviet-era soft drinks. As of 2011, Irn-Bru sales in Russia were still growing.
Irn-Bru has been distributed in Spain since the early 1980s servicing primarily the large British communities residing in Spain. It can be found in key tourist areas such as the Balearic Islands, the Spanish coastal region and Canary Islands with both the regular and sugar-free variant available. Outside of the United Kingdom, Spain is among the top 10 Irn-Bru markets.
Irn-Bru and Diet Irn-Bru have been formulated since 2002 by A.G. Barr plc to meet the regulations for food colouring of the US Food and Drug Administration (FDA). Ponceau 4R, used in the UK formulation, is prohibited by the FDA. Barr uses alternative food and drink colourants manufactured by a US company approved by the FDA. The product labelling also meets US labelling standards on nutritional information and bar code. Compliant Irn-Bru is solely imported by Great Scot International in Charlotte, North Carolina, who supplies distributors and retailers throughout the US. It is supplied in 500 ml PTE bottles and 4 pack 330ml cans.
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Internet Standard
In computer network engineering, an Internet Standard is a normative specification of a technology or methodology applicable to the Internet. Internet Standards are created and published by the Internet Engineering Task Force (IETF).
Engineering contributions to the IETF start as an Internet Draft, may be promoted to a Request for Comments, and may eventually become an Internet Standard.
An Internet Standard is characterized by technical maturity and usefulness. The IETF also defines a Proposed Standard as a less mature but stable and well-reviewed specification. A Draft Standard is a third classification that was discontinued in 2011. A Draft Standard was an intermediary step that occurred after a Proposed Standard but prior to an Internet Standard.
As put in RFC 2026: In general, an Internet Standard is a specification that is stable and well-understood, is technically competent, has multiple, independent, and interoperable implementations with substantial operational experience, enjoys significant public support, and is recognizably useful in some or all parts of the Internet.
An Internet Standard is documented by a Request for Comments (RFC) or a set of RFCs. A specification that is to become a Standard or part of a Standard begins as an Internet Draft, and is later, usually after several revisions, accepted and published by the RFC Editor as an RFC and labeled a "Proposed Standard". Later, an RFC is elevated as "Internet Standard", with an additional sequence number, when maturity has reached an acceptable level. Collectively, these stages are known as the "Standards Track", and are defined in RFC 2026 and RFC 6410. The label "Historic" is applied to deprecated Standards Track documents or obsolete RFCs that were published before the Standards Track was established.
Only the IETF, represented by the Internet Engineering Steering Group (IESG), can approve Standards Track RFCs. The definitive list of Internet Standards is maintained in the Official Internet Protocol Standards. Previously, STD 1 used to maintain a snapshot of the list.
Becoming a standard is a two-step process within the Internet Standards Process: "Proposed Standard" and "Internet Standard". These are called "maturity levels" and the process is called the "Standards Track".
If an RFC is part of a proposal that is on the Standards Track, then at the first stage, the standard is proposed and subsequently organizations decide whether to implement this Proposed Standard. After the criteria in RFC 6410 is met (two separate implementations, widespread use, no errata etc.), the RFC can advance to Internet Standard.
The Internet Standards Process is defined in several "Best Current Practice" documents, notably BCP 9 ( RFC 2026 and RFC 6410). There were previously three standard maturity levels: "Proposed Standard", "Draft Standard" and "Internet Standard". RFC 6410 reduced this to two maturity levels.
RFC 2026 originally characterized Proposed Standards as immature specifications, but this stance was annulled by RFC 7127.
A "Proposed Standard" specification is stable, has resolved known design choices, has received significant community review, and appears to enjoy enough community interest to be considered valuable. Usually, neither implementation nor operational experience is required for the designation of a specification as a Proposed Standard.
Proposed Standards are of such quality that implementations can be deployed in the Internet. However, as with all technical specifications, Proposed Standards may be revised if problems are found or better solutions are identified, when experiences with deploying implementations of such technologies at scale is gathered.
Many Proposed Standards are actually deployed on the Internet and used extensively, as stable protocols. Actual practice has been that full progression through the sequence of standards levels is typically quite rare, and most popular IETF protocols remain at Proposed Standard.
In October 2011, RFC 6410 merged the second and third maturity levels into one Draft Standard. Existing older "Draft Standards" retain that classification. The IESG can reclassify an old "Draft Standard" as "Proposed Standard" after two years (October 2013).
An Internet Standard is characterized by a high degree of technical maturity and by a generally held belief that the specified protocol or service provides significant benefit to the Internet community. Generally Internet Standards cover interoperability of systems on the Internet through defining protocols, message formats, schemas, and languages. The most fundamental of the Internet Standards are the ones defining the Internet Protocol.
An Internet Standard ensures that hardware and software produced by different vendors can work together. Having a standard makes it much easier to develop software and hardware that link different networks because software and hardware can be developed one layer at a time. Normally, the standards used in data communication are called protocols.
All Internet Standards are given a number in the STD series. The series was summarized in its first document, STD 1 (RFC 5000), until 2013, but this practice was retired in RFC 7100. The definitive list of Internet Standards is now maintained by the RFC Editor.
Documents submitted to the IETF editor and accepted as an RFC are not revised; if the document has to be changed, it is submitted again and assigned a new RFC number. When an RFC becomes an Internet Standard (STD), it is assigned an STD number but retains its RFC number. When an Internet Standard is updated, its number is unchanged but refers to a different RFC or set of RFCs. For example, in 2007 RFC 3700 was an Internet Standard (STD 1) and in May 2008 it was replaced with RFC 5000. RFC 3700 received "Historic" status, and RFC 5000 became STD 1.
The list of Internet standards was originally published as STD 1 but this practice has been abandoned in favor of an online list maintained by the RFC Editor.
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ITU-T
The ITU Telecommunication Standardization Sector (ITU-T) coordinates standards for telecommunications and Information Communication Technology such as X.509 for cybersecurity, Y.3172 for machine learning, and H.264/MPEG-4 AVC for video compression, between its Member States, Private Sector Members, and Academia Members. ITU-T is one of the three Sectors (divisions or units) of the International Telecommunication Union (ITU).
The standardization efforts of ITU started in 1865 with the formation of the International Telegraph Union (ITU). ITU became a specialized agency of the United Nations in 1947. The International Telegraph and Telephone Consultative Committee (, CCITT) was created in 1956, and was renamed ITU-T in 1993.
ITU-T has a permanent secretariat, the Telecommunication Standardization Bureau (TSB), based at the ITU headquarters in Geneva, Switzerland. The current Director of the Bureau is Chaesub Lee, whose first 4-year term commenced on 1 January 2015, and whose second 4-year term commenced on 1 January 2019. Chaesub Lee succeeded Malcolm Johnson of the United Kingdom, who was director from 1 January 2007 until 31 December 2014.
The ITU-T mission is to ensure the efficient and timely production of standards covering all fields of telecommunications and Information Communication Technology (ICTs) on a worldwide basis, as well as defining tariff and accounting principles for international telecommunication services.
The international standards that are produced by the ITU-T are referred to as ""Recommendations"" (with the word capitalized to distinguish its meaning from the common parlance sense of the word "recommendation"), as they become mandatory only when adopted as part of a national law.
Since the ITU-T is part of the ITU, which is a United Nations specialized agency, its standards carry more formal international weight than those of most other standards development organizations that publish technical specifications of a similar form.
At the initiative of Napoleon III, the French government invited international participants to a conference in Paris in 1865 to facilitate and regulate international telegraph services. A result of the conference was the founding of the forerunner of the modern ITU.
At the 1925 Paris conference, the ITU created two consultative committees to deal with the complexities of the international telephone services, known as CCIF, as the French acronym, and with long-distance telegraphy (CCIT).
In view of the basic similarity of many of the technical problems faced by the CCIF and CCIT, a decision was taken in 1956 to merge them into a single entity, the International Telegraph and Telephone Consultative Committee (CCITT, in the French acronym). The first Plenary Assembly of the new organization was held in Geneva, Switzerland in December 1956.
In 1992, the Plenipotentiary Conference (the top policy-making conference of ITU) saw a reform of ITU, giving the Union greater flexibility to adapt to an increasingly complex, interactive and competitive environment. The CCITT was renamed the Telecommunication Standardization Sector (ITU-T), as one of three Sectors of the Union alongside the Radiocommunication Sector (ITU-R) and the Telecommunication Development Sector (ITU-D).
Historically, the Recommendations of the CCITT were presented at plenary assemblies for endorsement, held every four years, and the full set of Recommendations were published after each plenary assembly. However, the delays in producing texts, and translating them into other working languages, did not suit the fast pace of change in the telecommunications industry.
The rise of the personal computer industry in the early 1980s created a new common practice among both consumers and businesses of adopting "bleeding edge" communications technology even if it was not yet standardized. Thus, standards organizations had to put forth standards much faster, or find themselves ratifying de facto standards after the fact. One of the most prominent examples of this was the Open Document Architecture project, which began in 1985 when a profusion of software firms around the world were still furiously competing to shape the future of the electronic office, and was completed in 1999 long after Microsoft Office's then-secret binary file formats had become established as the global de facto standard.
The ITU-T now operates under much more streamlined processes. The time between an initial proposal of a draft document by a member company and the final approval of a full-status ITU-T Recommendation can now be as short as a few months (or less in some cases). This makes the standardization approval process in the ITU-T much more responsive to the needs of rapid technology development than in the ITU's historical past. New and updated Recommendations are published on an almost daily basis, and much of the library of over 3,270 Recommendations is now free of charge online. (Specifications jointly maintained by the ITU-T and ISO/IEC are not free.)
ITU-T has moreover tried to facilitate cooperation between the various forums and standard-developing organizations (SDOs). This collaboration is necessary to avoid duplication of work and the consequent risk of conflicting standards in the market place.
In the work of standardization, ITU-T cooperates with other SDOs, e.g., the International Organization for Standardization (ISO) and the Internet Engineering Task Force (IETF).
Most of the work of ITU-T is carried out by its Sector Members and Associates, while the Telecommunication Standardization Bureau (TSB) is the executive arm of ITU-T and coordinator for a number of workshops and seminars to progress existing work areas and explore new ones. The events cover a wide array of topics in the field of information and communication technologies (ICT) and attract high-ranking experts as speakers, and attendees from engineers to high-level management from all industry sectors.
The technical work, the development of Recommendations, of ITU-T is managed by Study Groups (SGs). The people involved in these SGs are experts in telecommunications from all over the world. There are currently 11 SGs. Study groups meet face to face according to a calendar issued by the TSB. SGs are augmented by Focus Groups (FGs), an instrument created by ITU-T, providing a way to quickly react to ICT standardization needs and allowing great flexibility in terms of participation and working methods. The key difference between SGs and FGs is that the latter have greater freedom to organize and finance themselves, and to involve non-members in their work. Focus Groups can be created very quickly, are usually short-lived and can choose their own working methods, leadership, financing, and types of deliverables. Current Focus Groups include work on AI for Health, Machine Learning for 5G, Quantum Information Technology, and Autonomous Driving.
The “Alternative Approval Process” (AAP) is a fast-track approval procedure that was developed to allow standards to be brought to market in the timeframe that industry now demands.
This dramatic overhaul of standards-making by streamlining approval procedures was implemented in 2001 and is estimated to have cut the time involved in this critical aspect of the standardization process by 80 to 90 per cent. This means that an average standard which took around four years to approve and publish until the mid nineties, and two years until 1997, can now be approved in an average of two months, or as little as five weeks.
Besides streamlining the underlying procedures involved in the approval process, an important contributory factor to the use of AAP is electronic document handling. Once the approval process has begun the rest of the process can be completed electronically, in the vast majority of cases, with no further physical meetings.
The introduction of AAP also formalizes public/private partnership in the approval process by providing equal opportunities for both Sector Members and Member States in the approval of technical standards.
A panel of SG experts drafts a proposal that is then forwarded at a SG meeting to the appropriate body which decides if it is sufficiently ready to be designated a draft text and thus gives its consent for further review at the next level.
After this Consent has been given, TSB announces the start of the AAP procedure by posting the draft text to the ITU-T web site and calling for comments. This gives the opportunity for all members to review the text. This phase, called Last Call, is a four-week period in which comments can be submitted by Member States and Sector Members.
If no comments other than editorial corrections are received, the Recommendation is considered approved since no issues were identified that might need any further work. However, if there are any comments, the SG chairman, in consultation with TSB, sets up a comment resolution process by the concerned experts. The revised text is then posted on the web for an Additional Review period of three weeks.
Similar to the Last Call phase, in Additional Review the Recommendation is considered as approved if no comments are received. If comments are received, it is apparent that there are some issues that still need more work, and the draft text and all comments are sent to the next Study Group meeting for further discussion and possible approval.
Those Recommendations considered as having policy or regulatory implications are approved through what is known as the “Traditional Approval Process” (TAP), which allows a longer period for reflection and commenting by Member States. TAP Recommendations are also translated into the six working languages of ITU (Arabic, Chinese, English, French, Russian, and Spanish).
ITU-T Recommendations are the names given to telecommunications and computer protocol specification documents published by ITU-T.
ITU-T issues Recommendations that have names like X.500, where X is the series and 500 is an identifying number. When a Recommendation is updated, it will (mostly) keep the same number, so the year of issue may be necessary to identify a specific version of a Recommendation. The term "X.500" is used both to refer to the specific X.500 Recommendation, and to the entire family of Recommendations named X.5xx, where the specific X.500 Recommendation forms the introduction and overview of the set.
The vast majority of all finalized Recommendations are available in electronic (PDF) form free of charge to all. Texts that are not free of charge include common ITU-T | ISO / IEC texts for which special arrangements exist.
In addition to the ITU-T Recommendations, which have non-mandatory status until they are adopted in national laws, ITU-T is also the custodian of a binding international treaty, the International Telecommunication Regulations. The ITRs go back to the earliest days of the ITU when there were two separate treaties, dealing with telegraph and telephone. The ITRs were adopted, as a single treaty, at the World Administrative Telegraphy and Telephone Conference held in Melbourne, 1988 (WATTC-88).
The ITRs comprise ten articles which deal, inter alia, with the definition of international telecommunication services, cooperation between countries and national administrations, safety of life and priority of telecommunications and charging and accounting principles. The adoption of the ITRs in 1988 is often taken as the start of the wider liberalization process in international telecommunications, though a few countries, including United States and United Kingdom, had made steps to liberalize their markets before 1988.
The Constitution and Convention of ITU provides for the amendment of ITRs through a World Conference on International Telecommunications (WCIT). Accordingly, in 1998 there began a process of review of the ITRs; and in 2009 extensive preparations began for such a conference, WCIT-12. In addition to "regional preparatory meetings," the ITU Secretariat developed 13 "Background Briefs on key issues" that were expected to be discussed at the conference. Convened by former ITU secretary-general Hamadoun Touré, the Conference, WCIT-12, was then held in Dubai, United Arab Emirates, during the period 3–14 December 2014.
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Internalization
Internalization (or internalisation) is the process of making something internal, with more specific meanings in various fields. It is the opposite of externalization.
In psychology, internalization is the outcome of a conscious mind reasoning about a specific subject; the subject is internalized, and the consideration of the subject is internal. Internalization of ideals might take place following religious conversion, or in the process of, more generally, moral conversion. Internalization is directly associated with learning within an organism (or business) and recalling what has been learned.
In psychology and sociology, internalization involves the integration of attitudes, values, standards and the opinions of others into one's own identity or sense of self. In psychoanalytic theory, internalization is a process involving the formation of the super ego. Many theorists believe that the internalized values of behavior implemented during early socialization are key factors in predicting a child's future moral character. The self-determination theory proposes a motivational continuum from the extrinsic to intrinsic motivation and autonomous self-regulation. Some research suggests a child's moral self starts to develop around age three. These early years of socialization may be the underpinnings of moral development in later childhood. Proponents of this theory suggest that children whose view of self is "good and moral" tend to have a developmental trajectory toward pro-social behavior and few signs of anti-social behavior.
In one child developmental study, researchers examined two key dimensions of early conscience – internalization of rules of conduct and empathic affects to others – as factors that may predict future social, adaptive and competent behavior. Data was collected from a longitudinal study of children, from two parent families, at age 25, 38, 52, 67 and 80 months. Children's internalization of each parent's rules and empathy toward each parent's simulated distress were observed at 25, 38 and 52 months. Parents and teachers rated their adaptive, competent, pro-social behavior and anti-social behavior at 80 months. The researchers found that first, both the history of the child's early internalization of parental rules and the history of their empathy predicted the children's competent and adaptive functioning at 80 months, as rated by parents and teachers. Second, children with stronger histories of internalization of parental rules from 25 to 52 months perceived themselves as more moral at 67 months. Third, the children that showed stronger internalization from 25 to 52 months came to see themselves as more moral and "good". These self-perceptions, in turn, predicted the way parents and teachers would rate their competent and adaptive functioning at 80 months.
In behavioral psychology, the concept of internalization may also refer to disorders and behaviors in which a person deals with stressors in manners not externally evident. Such disorders and behaviors include depression, anxiety disorder, bulimia and anorexia.
In sciences such as biology, internalization is another term for endocytosis, in which molecules such as proteins are engulfed by the cell membrane and drawn into the cell.
In economics, internalization theory explains the practice of multinational enterprises (MNEs) to execute transactions within their organization rather than relying on an outside market. It must be cheaper for an MNE to internalize the transfer of its unique ownership advantages between countries than to do so through markets. In other words, the alternative to internalization through direct investment is some form of licensing of the firm's know-how to a firm in the target economy.
In finance, internalization can refer to several concepts. "When you place an order to buy or sell a stock, your broker has choices on where to execute your order. Instead of routing your order to a market or market-makers for execution, your broker may fill the order from the firm's own inventory – this is called 'internalization'. In this way, your broker's firm may make money on the "spread" – which is the difference between the purchase price and the sale price." For a related issue regarding trade execution, see payment for order flow.
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Indium
Indium is a chemical element with the symbol In and atomic number 49. Indium is the softest metal that is not an alkali metal. It is a silvery-white metal that resembles tin in appearance. It is a post-transition metal that makes up 0.21 parts per million of the Earth's crust. Indium has a melting point higher than sodium and gallium, but lower than lithium and tin. Chemically, indium is similar to gallium and thallium, and it is largely intermediate between the two in terms of its properties. Indium was discovered in 1863 by Ferdinand Reich and Hieronymous Theodor Richter by spectroscopic methods. They named it for the indigo blue line in its spectrum. Indium was isolated the next year.
Indium is a minor component in zinc sulfide ores and is produced as a byproduct of zinc refinement. It is most notably used in the semiconductor industry, in low-melting-point metal alloys such as solders, in soft-metal high-vacuum seals, and in the production of transparent conductive coatings of indium tin oxide (ITO) on glass. Indium is considered a technology-critical element.
Indium has no biological role, though its compounds are toxic when injected into the bloodstream. Most occupational exposure is through ingestion, from which indium compounds are not absorbed well, and inhalation, from which they are moderately absorbed.
Indium is a silvery-white, highly ductile post-transition metal with a bright luster. It is so soft (Mohs hardness 1.2) that like sodium, it can be cut with a knife. It also leaves a visible line on paper. It is a member of group 13 on the periodic table and its properties are mostly intermediate between its vertical neighbours gallium and thallium. Like tin, a high-pitched cry is heard when indium is bent – a crackling sound due to crystal twinning. Like gallium, indium is able to wet glass. Like both, indium has a low melting point, 156.60 °C (313.88 °F); higher than its lighter homologue, gallium, but lower than its heavier homologue, thallium, and lower than tin. The boiling point is 2072 °C (3762 °F), higher than that of thallium, but lower than gallium, conversely to the general trend of melting points, but similarly to the trends down the other post-transition metal groups because of the weakness of the metallic bonding with few electrons delocalized.
The density of indium, 7.31 g/cm3, is also greater than gallium, but lower than thallium. Below the critical temperature, 3.41 K, indium becomes a superconductor. Indium crystallizes in the body-centered tetragonal crystal system in the space group "I"4/"mmm" (lattice parameters: "a" = 325 pm, "c" = 495 pm): this is a slightly distorted face-centered cubic structure, where each indium atom has four neighbours at 324 pm distance and eight neighbours slightly further (336 pm). Indium has greater solubility in liquid mercury than any other metal (more than 50 mass percent of indium at 0 °C). Indium displays a ductile viscoplastic response, found to be size-independent in tension and compression. However it does have a size effect in bending and indentation, associated to a length-scale of order 50–100 µm, significantly large when compared with other metals.
Indium has 49 electrons, with an electronic configuration of [Kr]4d105s25p1. In compounds, indium most commonly donates the three outermost electrons to become indium(III), In3+. In some cases, the pair of 5s-electrons are not donated, resulting in indium(I), In+. The stabilization of the monovalent state is attributed to the inert pair effect, in which relativistic effects stabilize the 5s-orbital, observed in heavier elements. Thallium (indium's heavier homolog) shows an even stronger effect, causing oxidation to thallium(I) to be more probable than to thallium(III), whereas gallium (indium's lighter homolog) commonly shows only the +3 oxidation state. Thus, although thallium(III) is a moderately strong oxidizing agent, indium(III) is not, and many indium(I) compounds are powerful reducing agents. While the energy required to include the s-electrons in chemical bonding is lowest for indium among the group 13 metals, bond energies decrease down the group so that by indium, the energy released in forming two additional bonds and attaining the +3 state is not always enough to outweigh the energy needed to involve the 5s-electrons. Indium(I) oxide and hydroxide are more basic and indium(III) oxide and hydroxide are more acidic.
A number of standard electrode potentials, depending on the reaction under study, are reported for indium, reflecting the decreased stability of the +3 oxidation state:
Indium metal does not react with water, but it is oxidized by stronger oxidizing agents such as halogens to give indium(III) compounds. It does not form a boride, silicide, or carbide, and the hydride InH3 has at best a transitory existence in ethereal solutions at low temperatures, being unstable enough to spontaneously polymerize without coordination. Indium is rather basic in aqueous solution, showing only slight amphoteric characteristics, and unlike its lighter homologs aluminium and gallium, it is insoluble in aqueous alkaline solutions.
Indium has 39 known isotopes, ranging in mass number from 97 to 135. Only two isotopes occur naturally as primordial nuclides: indium-113, the only stable isotope, and indium-115, which has a half-life of 4.41 years, four orders of magnitude greater than the age of the universe and nearly 30,000 times greater than that of natural thorium. The half-life of 115In is very long because the beta decay to 115Sn is spin-forbidden. Indium-115 makes up 95.7% of all indium. Indium is one of three known elements (the others being tellurium and rhenium) of which the stable isotope is less abundant in nature than the long-lived primordial radioisotopes.
The stablest artificial isotope is indium-111, with a half-life of approximately 2.8 days. All other isotopes have half-lives shorter than 5 hours. Indium also has 47 meta states, among which indium-114m1 (half-life about 49.51 days) is the most stable, more stable than the ground state of any indium isotope other than the primordial. All decay by isomeric transition. The indium isotopes lighter than 115In predominantly decay through electron capture or positron emission to form cadmium isotopes, while the other indium isotopes from 115In and greater predominantly decay through beta-minus decay to form tin isotopes.
Indium(III) oxide, In2O3, forms when indium metal is burned in air or when the hydroxide or nitrate is heated. In2O3 adopts a structure like alumina and is amphoteric, that is able to react with both acids and bases. Indium reacts with water to reproduce soluble indium(III) hydroxide, which is also amphoteric; with alkalis to produce indates(III); and with acids to produce indium(III) salts:
The analogous sesquichalcogenides with sulfur, selenium, and tellurium are also known. Indium forms the expected trihalides. Chlorination, bromination, and iodination of In produce colorless InCl3, InBr3, and yellow InI3. The compounds are Lewis acids, somewhat akin to the better known aluminium trihalides. Again like the related aluminium compound, InF3 is polymeric.
Direct reaction of indium with the pnictogens produces the gray or semimetallic III–V semiconductors. Many of them slowly decompose in moist air, necessitating careful storage of semiconductor compounds to prevent contact with the atmosphere. Indium nitride is readily attacked by acids and alkalis.
Indium(I) compounds are not common. The chloride, bromide, and iodide are deeply colored, unlike the parent trihalides from which they are prepared. The fluoride is known only as an unstable gaseous compound. Indium(I) oxide black powder is produced when indium(III) oxide decomposes upon heating to 700 °C.
Less frequently, indium forms compounds in oxidation state +2 and even fractional oxidation states. Usually such materials feature In–In bonding, most notably in the halides In2X4 and [In2X6]2−, and various subchalcogenides such as In4Se3. Several other compounds are known to combine indium(I) and indium(III), such as InI6(InIIICl6)Cl3, InI5(InIIIBr4)2(InIIIBr6), InIInIIIBr4.
Organoindium compounds feature In–C bonds. Most are In(III) derivatives, but cyclopentadienylindium(I) is an exception. It was the first known organoindium(I) compound, and is polymeric, consisting of zigzag chains of alternating indium atoms and cyclopentadienyl complexes. Perhaps the best-known organoindium compound is trimethylindium, In(CH3)3, used to prepare certain semiconducting materials.
In 1863, the German chemists Ferdinand Reich and Hieronymous Theodor Richter were testing ores from the mines around Freiberg, Saxony. They dissolved the minerals pyrite, arsenopyrite, galena and sphalerite in hydrochloric acid and distilled raw zinc chloride. Reich, who was color-blind, employed Richter as an assistant for detecting the colored spectral lines. Knowing that ores from that region sometimes contain thallium, they searched for the green thallium emission spectrum lines. Instead, they found a bright blue line. Because that blue line did not match any known element, they hypothesized a new element was present in the minerals. They named the element indium, from the indigo color seen in its spectrum, after the Latin "indicum", meaning 'of India'.
Richter went on to isolate the metal in 1864. An ingot of was presented at the World Fair 1867. Reich and Richter later fell out when the latter claimed to be the sole discoverer.
Indium is created by the long-lasting (up to thousands of years) s-process (slow neutron capture) in low-to-medium-mass stars (range in mass between 0.6 and 10 solar masses). When a silver-109 atom captures a neutron, it transmutes into silver-110, which then undergoes beta decay to become cadmium-110. Capturing further neutrons, it becomes cadmium-115, which decays to indium-115 by another beta decay. This explains why the radioactive isotope is more abundant than the stable one. The stable indium isotope, indium-113, is one of the p-nuclei, the origin of which is not fully understood; although indium-113 is known to be made directly in the s- and r-processes (rapid neutron capture), and also as the daughter of very long-lived cadmium-113, which has a half-life of about eight quadrillion years, this cannot account for all indium-113.
Indium is the 68th most abundant element in Earth's crust at approximately 50 ppb. This is similar to the crustal abundance of silver, bismuth and mercury. It very rarely forms its own minerals, or occurs in elemental form. Fewer than 10 indium minerals such as roquesite (CuInS2) are known, and none occur at sufficient concentrations for economic extraction. Instead, indium is usually a trace constituent of more common ore minerals, such as sphalerite and chalcopyrite. From these, it can be extracted as a by-product during smelting. While the enrichment of indium in these deposits is high relative to its crustal abundance, it is insufficient, at current prices, to support extraction of indium as the main product.
Different estimates exist of the amounts of indium contained within the ores of other metals. However, these amounts are not extractable without mining of the host materials (see Production and availability). Thus, the availability of indium is fundamentally determined by the "rate" at which these ores are extracted, and not their absolute amount. This is an aspect that is often forgotten in the current debate, e.g. by the Graedel group at Yale in their criticality assessments, explaining the paradoxically low depletion times some studies cite.
Indium is produced exclusively as a by-product during the processing of the ores of other metals. Its main source material are sulfidic zinc ores, where it is mostly hosted by sphalerite. Minor amounts are probably also extracted from sulfidic copper ores. During the roast-leach-electrowinning process of zinc smelting, indium accumulates in the iron-rich residues. From these, it can be extracted in different ways. It may also be recovered directly from the process solutions. Further purification is done by electrolysis. The exact process varies with the mode of operation of the smelter.
Its by-product status means that indium production is constrained by the amount of sulfidic zinc (and copper) ores extracted each year. Therefore, its availability needs to be discussed in terms of supply potential. The supply potential of a by-product is defined as that amount which is economically extractable from its host materials "per year" under current market conditions (i.e. technology and price). Reserves and resources are not relevant for by-products, since they "cannot" be extracted independently from the main-products. Recent estimates put the supply potential of indium at a minimum of 1,300 t/yr from sulfidic zinc ores and 20 t/yr from sulfidic copper ores. These figures are significantly greater than current production (655 t in 2016). Thus, major future increases in the by-product production of indium will be possible without significant increases in production costs or price. The average indium price in 2016 was 240/kg, down from 705/kg in 2014.
China is a leading producer of indium (290 tonnes in 2016), followed by South Korea (195 t), Japan (70 t) and Canada (65 t). The Teck Resources refinery in Trail, British Columbia, is a large single-source indium producer, with an output of 32.5 tonnes in 2005, 41.8 tonnes in 2004 and 36.1 tonnes in 2003.
The primary consumption of indium worldwide is LCD production. Demand rose rapidly from the late 1990s to 2010 with the popularity of LCD computer monitors and television sets, which now account for 50% of indium consumption. Increased manufacturing efficiency and recycling (especially in Japan) maintain a balance between demand and supply. According to the UNEP, indium's end-of-life recycling rate is less than 1%.
In 1924, indium was found to have a valued property of stabilizing non-ferrous metals, and that became the first significant use for the element. The first large-scale application for indium was coating bearings in high-performance aircraft engines during World War II, to protect against damage and corrosion; this is no longer a major use of the element. New uses were found in fusible alloys, solders, and electronics. In the 1950s, tiny beads of indium were used for the emitters and collectors of PNP alloy-junction transistors. In the middle and late 1980s, the development of indium phosphide semiconductors and indium tin oxide thin films for liquid-crystal displays (LCD) aroused much interest. By 1992, the thin-film application had become the largest end use.
Indium(III) oxide and indium tin oxide (ITO) are used as a transparent conductive coating on glass substrates in electroluminescent panels. Indium tin oxide is used as a light filter in low-pressure sodium-vapor lamps. The infrared radiation is reflected back into the lamp, which increases the temperature within the tube and improves the performance of the lamp.
Indium has many semiconductor-related applications. Some indium compounds, such as indium antimonide and indium phosphide, are semiconductors with useful properties: one precursor is usually trimethylindium (TMI), which is also used as the semiconductor dopant in II–VI compound semiconductors. InAs and InSb are used for low-temperature transistors and InP for high-temperature transistors. The compound semiconductors InGaN and InGaP are used in light-emitting diodes (LEDs) and laser diodes. Indium is used in photovoltaics as the semiconductor copper indium gallium selenide (CIGS), also called CIGS solar cells, a type of second-generation thin-film solar cell. Indium is used in PNP bipolar junction transistors with germanium: when soldered at low temperature, indium does not stress the germanium.
Indium wire is used as a vacuum seal and a thermal conductor in cryogenics and ultra-high-vacuum applications, in such manufacturing applications as gaskets that deform to fill gaps. Indium is an ingredient in the gallium–indium–tin alloy galinstan, which is liquid at room temperature and replaces mercury in some thermometers. Other alloys of indium with bismuth, cadmium, lead, and tin, which have higher but still low melting points (between 50 and 100 °C), are used in fire sprinkler systems and heat regulators.
Indium is one of many substitutes for mercury in alkaline batteries to prevent the zinc from corroding and releasing hydrogen gas. Indium is added to some dental amalgam alloys to decrease the surface tension of the mercury and allow for less mercury and easier amalgamation.
Indium's high neutron-capture cross-section for thermal neutrons makes it suitable for use in control rods for nuclear reactors, typically in an alloy of 80% silver, 15% indium, and 5% cadmium. In nuclear engineering, the (n,n') reactions of 113In and 115In are used to determine magnitudes of neutron fluxes.
In 2009, Professor Mas Subramanian and associates at Oregon State University discovered that indium can be combined with yttrium and manganese to form an intensely blue, non-toxic, inert, fade-resistant pigment, YInMn blue, the first new blue pigment discovered in 200 years.
Indium has no metabolic role in any organism. In a similar way to aluminium salts, indium(III) ions can be toxic to the kidney when given by injection. Indium tin oxide and indium phosphide harm the pulmonary and immune systems, predominantly through ionic indium, though hydrated indium oxide is more than forty times as toxic when injected, measured by the quantity of indium introduced. Radioactive indium-111 (in very small amounts on a chemical basis) is used in nuclear medicine tests, as a radiotracer to follow the movement of labeled proteins and white blood cells in the body. Indium compounds are mostly not absorbed upon ingestion and are only moderately absorbed on inhalation; they tend to be stored temporarily in the muscles, skin, and bones before being excreted, and the biological half-life of indium is about two weeks in humans.
People can be exposed to indium in the workplace by inhalation, ingestion, skin contact, and eye contact. The National Institute for Occupational Safety and Health has set a recommended exposure limit (REL) of 0.1 mg/m3 over an eight-hour workday.
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Iodine
Iodine is a chemical element with the symbol I and atomic number 53. The heaviest of the stable halogens, it exists as a lustrous, purple-black non-metallic solid at standard conditions that melts to form a deep violet liquid at 114 degrees Celsius, and boils to a violet gas at 184 degrees Celsius. However, it sublimes easily with gentle heat, resulting in a widespread misconception even taught in some science textbooks that it does not melt. The element was discovered by the French chemist Bernard Courtois in 1811, and was named two years later by Joseph Louis Gay-Lussac, after the Greek "ἰώδης" "violet-coloured".
Iodine occurs in many oxidation states, including iodide (I−), iodate (), and the various periodate anions. It is the least abundant of the stable halogens, being the sixty-first most abundant element. It is the heaviest essential mineral nutrient. Iodine is essential in the synthesis of thyroid hormones. Iodine deficiency affects about two billion people and is the leading preventable cause of intellectual disabilities.
The dominant producers of iodine today are Chile and Japan. Iodine and its compounds are primarily used in nutrition. Due to its high atomic number and ease of attachment to organic compounds, it has also found favour as a non-toxic radiocontrast material. Because of the specificity of its uptake by the human body, radioactive isotopes of iodine can also be used to treat thyroid cancer. Iodine is also used as a catalyst in the industrial production of acetic acid and some polymers.
In 1811, iodine was discovered by French chemist Bernard Courtois, who was born to a manufacturer of saltpetre (an essential component of gunpowder). At the time of the Napoleonic Wars, saltpetre was in great demand in France. Saltpetre produced from French nitre beds required sodium carbonate, which could be isolated from seaweed collected on the coasts of Normandy and Brittany. To isolate the sodium carbonate, seaweed was burned and the ash washed with water. The remaining waste was destroyed by adding sulfuric acid. Courtois once added excessive sulfuric acid and a cloud of purple vapour rose. He noted that the vapour crystallised on cold surfaces, making dark crystals. Courtois suspected that this material was a new element but lacked funding to pursue it further.
Courtois gave samples to his friends, Charles Bernard Desormes (1777–1838) and Nicolas Clément (1779–1841), to continue research. He also gave some of the substance to chemist Joseph Louis Gay-Lussac (1778–1850), and to physicist André-Marie Ampère (1775–1836). On 29 November 1813, Desormes and Clément made Courtois' discovery public. They described the substance to a meeting of the Imperial Institute of France. On 6 December, Gay-Lussac announced that the new substance was either an element or a compound of oxygen. It was Gay-Lussac who suggested the name ""iode"", from the Greek word ("ioeidēs") for violet (because of the colour of iodine vapor). Ampère had given some of his sample to English chemist Humphry Davy (1778–1829), who experimented on the substance and noted its similarity to chlorine. Davy sent a letter dated 10 December to the Royal Society of London stating that he had identified a new element. Arguments erupted between Davy and Gay-Lussac over who identified iodine first, but both scientists acknowledged Courtois as the first to isolate the element.
Antonio Grossich (1849–1926), an Istrian-born surgeon, was among the first to use sterilization of the operative field. In 1908, he introduced tincture of iodine as a way for rapid sterilization of the human skin in the surgical field.
In early periodic tables, iodine was often given the symbol "J", for "Jod", its name in German.
Iodine is the fourth halogen, being a member of group 17 in the periodic table, below fluorine, chlorine, and bromine; it is the heaviest stable member of its group (the scarce and fugitive fifth halogen, the radioactive astatine, is not well-studied due to its expense and inaccessibility in large quantities, but appears to show various unusual properties due to relativistic effects). Iodine has an electron configuration of [Kr]4d105s25p5, with the seven electrons in the fifth and outermost shell being its valence electrons. Like the other halogens, it is one electron short of a full octet and is hence a strong oxidising agent, reacting with many elements in order to complete its outer shell, although in keeping with periodic trends, it is the weakest oxidising agent among the stable halogens: it has the lowest electronegativity among them, just 2.66 on the Pauling scale (compare fluorine, chlorine, and bromine at 3.98, 3.16, and 2.96 respectively; astatine continues the trend with an electronegativity of 2.2). Elemental iodine hence forms diatomic molecules with chemical formula I2, where two iodine atoms share a pair of electrons in order to each achieve a stable octet for themselves; at high temperatures, these diatomic molecules reversibly dissociate a pair of iodine atoms. Similarly, the iodide anion, I−, is the strongest reducing agent among the stable halogens, being the most easily oxidised back to diatomic I2. (Astatine goes further, being indeed unstable as At− and readily oxidised to At0 or At+, although the existence of At2 is not settled.)
The halogens darken in colour as the group is descended: fluorine is a very pale yellow gas, chlorine is greenish-yellow, and bromine is a reddish-brown volatile liquid. Iodine conforms to the prevailing trend, being a shiny black crystalline solid that melts at 114 °C and boils at 183 °C to form a violet gas. This trend occurs because the wavelengths of visible light absorbed by the halogens increase down the group (though astatine may not conform to it, depending on how metallic it turns out to be). Specifically, the violet colour of iodine gas results from the electron transition between the highest occupied antibonding "πg" molecular orbital and the lowest vacant antibonding "σu" molecular orbital.
Elemental iodine is slightly soluble in water, with one gram dissolving in 3450 ml at 20 °C and 1280 ml at 50 °C; potassium iodide may be added to increase solubility via formation of triiodide ions, among other polyiodides. Nonpolar solvents such as hexane and carbon tetrachloride provide a higher solubility. Polar solutions, such as aqueous solutions, are brown, reflecting the role of these solvents as Lewis bases; on the other hand, nonpolar solutions are violet, the color of iodine vapour. Charge-transfer complexes form when iodine is dissolved in polar solvents, hence changing the colour. Iodine is violet when dissolved in carbon tetrachloride and saturated hydrocarbons but deep brown in alcohols and amines, solvents that form charge-transfer adducts.
The melting and boiling points of iodine are the highest among the halogens, conforming to the increasing trend down the group, since iodine has the largest electron cloud among them that is the most easily polarised, resulting in its molecules having the strongest van der Waals interactions among the halogens. Similarly, iodine is the least volatile of the halogens. Because it has the largest atomic radius among the halogens, iodine has the lowest first ionisation energy, lowest electron affinity, lowest electronegativity and lowest reactivity of the halogens.
The interhalogen bond in diiodine is the weakest of all the halogens. As such, 1% of a sample of gaseous iodine at atmospheric pressure is dissociated into iodine atoms at 575 °C. Temperatures greater than 750 °C are required for fluorine, chlorine, and bromine to dissociate to a similar extent. Most bonds to iodine are weaker than the analogous bonds to the lighter halogens. Gaseous iodine is composed of I2 molecules with an I–I bond length of 266.6 pm. The I–I bond is one of the longest single bonds known. It is even longer (271.5 pm) in solid orthorhombic crystalline iodine, which has the same crystal structure as chlorine and bromine. (The record is held by iodine's neighbour xenon: the Xe–Xe bond length is 308.71 pm.) As such, within the iodine molecule, significant electronic interactions occur with the two next-nearest neighbours of each atom, and these interactions give rise, in bulk iodine, to a shiny appearance and semiconducting properties. Iodine is a two-dimensional semiconductor with a band gap of 1.3 eV (125 kJ/mol): it is a semiconductor in the plane of its crystalline layers and an insulator in the perpendicular direction.
Of the thirty-seven known isotopes of iodine, only one occurs in nature, iodine-127. The others are radioactive and have half-lives too short to be primordial. As such, iodine is both monoisotopic and mononuclidic and its atomic weight is known to great precision, as it is a constant of nature.
The longest-lived of the radioactive isotopes of iodine is iodine-129, which has a half-life of 15.7 million years, decaying via beta decay to stable xenon-129. Some iodine-129 was formed along with iodine-127 before the formation of the Solar System, but it has by now completely decayed away, making it an extinct radionuclide that is nevertheless still useful in dating the history of the early Solar System or very old groundwaters, due to its mobility in the environment. Its former presence may be determined from an excess of its daughter xenon-129. Traces of iodine-129 still exist today, as it is also a cosmogenic nuclide, formed from cosmic ray spallation of atmospheric xenon: these traces make up 10−14 to 10−10 of all terrestrial iodine. It also occurs from open-air nuclear testing, and is not hazardous because of its incredibly long half-life, the longest of all fission products. At the peak of thermonuclear testing in the 1960s and 1970s, iodine-129 still made up only about 10−7 of all terrestrial iodine. Excited states of iodine-127 and iodine-129 are often used in Mössbauer spectroscopy.
The other iodine radioisotopes have much shorter half-lives, no longer than days. Some of them have medical applications involving the thyroid gland, where the iodine that enters the body is stored and concentrated. Iodine-123 has a half-life of thirteen hours and decays by electron capture to tellurium-123, emitting gamma radiation; it is used in nuclear medicine imaging, including single photon emission computed tomography (SPECT) and X-ray computed tomography (X-Ray CT) scans. Iodine-125 has a half-life of fifty-nine days, decaying by electron capture to tellurium-125 and emitting low-energy gamma radiation; the second-longest-lived iodine radioisotope, it has uses in biological assays, nuclear medicine imaging and in radiation therapy as brachytherapy to treat a number of conditions, including prostate cancer, uveal melanomas, and brain tumours. Finally, iodine-131, with a half-life of eight days, beta decays to an excited state of stable xenon-131 that then converts to the ground state by emitting gamma radiation. It is a common fission product and thus is present in high levels in radioactive fallout. It may then be absorbed through contaminated food, and will also accumulate in the thyroid. As it decays, it may cause damage to the thyroid. The primary risk from exposure to high levels of iodine-131 is the chance occurrence of radiogenic thyroid cancer in later life. Other risks include the possibility of non-cancerous growths and thyroiditis.
The usual means of protection against the negative effects of iodine-131 is by saturating the thyroid gland with stable iodine-127 in the form of potassium iodide tablets, taken daily for optimal prophylaxis. However, iodine-131 may also be used for medicinal purposes in radiation therapy for this very reason, when tissue destruction is desired after iodine uptake by the tissue. Iodine-131 is also used as a radioactive tracer.
Though it is the least reactive of the stable halogens, iodine is still one of the more reactive elements. For example, while chlorine gas will halogenate carbon monoxide, nitric oxide, and sulfur dioxide (to phosgene, nitrosyl chloride, and sulfuryl chloride respectively), iodine will not do so. Furthermore, iodination of metals tends to result in lower oxidation states than chlorination or bromination; for example, rhenium metal reacts with chlorine to form rhenium hexachloride, but with bromine it forms only rhenium pentabromide and iodine can achieve only rhenium tetraiodide. By the same token, however, since iodine has the lowest ionisation energy among the halogens and is the most easily oxidised of them, it has a more significant cationic chemistry and its higher oxidation states are rather more stable than those of bromine and chlorine, for example in iodine heptafluoride.
I2 dissociates in light with an absorbance at 578 nm wavelength.
The iodine molecule, I2, dissolves in CCl4 and aliphatic hydrocarbons to give bright violet solutions. In these solvents the absorption band maximum occurs in the 520 – 540 nm region and is assigned to a * to "σ"* transition. When I2 reacts with Lewis bases in these solvents a blue shift in I2 peak is seen and the new peak (230 – 330 nm) arises that is due to the formation of adducts referred to as charge-transfer complexes. The enthalpies of formation of some Donor-I2 adducts are listed below. I2 is a Lewis acid classified as a soft acid and its acceptor properties are discussed in the ECW model.
The simplest compound of iodine is hydrogen iodide, HI. It is a colourless gas that reacts with oxygen to give water and iodine. Although it is useful in iodination reactions in the laboratory, it does not have large-scale industrial uses, unlike the other hydrogen halides. Commercially, it is usually made by reacting iodine with hydrogen sulfide or hydrazine:
At room temperature, it is a colourless gas, like all of the hydrogen halides except hydrogen fluoride, since hydrogen cannot form strong hydrogen bonds to the large and only mildly electronegative iodine atom. It melts at −51.0 °C and boils at −35.1 °C. It is an endothermic compound that can exothermically dissociate at room temperature, although the process is very slow unless a catalyst is present: the reaction between hydrogen and iodine at room temperature to give hydrogen iodide does not proceed to completion. The H–I bond dissociation energy is likewise the smallest of the hydrogen halides, at 295 kJ/mol.
Aqueous hydrogen iodide is known as hydroiodic acid, which is a strong acid. Hydrogen iodide is exceptionally soluble in water: one litre of water will dissolve 425 litres of hydrogen iodide, and the saturated solution has only four water molecules per molecule of hydrogen iodide. Commercial so-called "concentrated" hydroiodic acid usually contains 48–57% HI by mass; the solution forms an azeotrope with boiling point 126.7 °C at 56.7 g HI per 100 g solution. Hence hydroiodic acid cannot be concentrated past this point by evaporation of water.
Unlike hydrogen fluoride, anhydrous liquid hydrogen iodide is difficult to work with as a solvent, because its boiling point is low, it has a small liquid range, its dielectric constant is low and it does not dissociate appreciably into H2I+ and ions – the latter, in any case, are much less stable than the bifluoride ions () due to the very weak hydrogen bonding between hydrogen and iodine, though its salts with very large and weakly polarising cations such as Cs+ and (R = Me, Et, Bu"n") may still be isolated. Anhydrous hydrogen iodide is a poor solvent, able to dissolve only small molecular compounds such as nitrosyl chloride and phenol, or salts with very low lattice energies such as tetraalkylammonium halides.
Nearly all elements in the periodic table form binary iodides. The exceptions are decidedly in the minority and stem in each case from one of three causes: extreme inertness and reluctance to participate in chemical reactions (the noble gases); extreme nuclear instability hampering chemical investigation before decay and transmutation (many of the heaviest elements beyond bismuth); and having an electronegativity higher than iodine's (oxygen, nitrogen, and the first three halogens), so that the resultant binary compounds are formally not iodides but rather oxides, nitrides, or halides of iodine. (Nonetheless, nitrogen triiodide is named as an iodide as it is analogous to the other nitrogen trihalides.)
Given the large size of the iodide anion and iodine's weak oxidising power, high oxidation states are difficult to achieve in binary iodides, the maximum known being in the pentaiodides of niobium, tantalum, and protactinium. Iodides can be made by reaction of an element or its oxide, hydroxide, or carbonate with hydroiodic acid, and then dehydrated by mildly high temperatures combined with either low pressure or anhydrous hydrogen iodide gas. These methods work best when the iodide product is stable to hydrolysis; otherwise, the possibilities include high-temperature oxidative iodination of the element with iodine or hydrogen iodide, high-temperature iodination of a metal oxide or other halide by iodine, a volatile metal halide, carbon tetraiodide, or an organic iodide. For example, molybdenum(IV) oxide reacts with aluminium(III) iodide at 230 °C to give molybdenum(II) iodide. An example involving halogen exchange is given below, involving the reaction of tantalum(V) chloride with excess aluminium(III) iodide at 400 °C to give tantalum(V) iodide:
Lower iodides may be produced either through thermal decomposition or disproportionation, or by reducing the higher iodide with hydrogen or a metal, for example:
Most of the iodides of the pre-transition metals (groups 1, 2, and 3, along with the lanthanides and actinides in the +2 and +3 oxidation states) are mostly ionic, while nonmetals tend to form covalent molecular iodides, as do metals in high oxidation states from +3 and above. Ionic iodides MI"n" tend to have the lowest melting and boiling points among the halides MX"n" of the same element, because the electrostatic forces of attraction between the cations and anions are weakest for the large iodide anion. In contrast, covalent iodides tend to instead have the highest melting and boiling points among the halides of the same element, since iodine is the most polarisable of the halogens and, having the most electrons among them, can contribute the most to van der Waals forces. Naturally, exceptions abound in intermediate iodides where one trend gives way to the other. Similarly, solubilities in water of predominantly ionic iodides (e.g. potassium and calcium) are the greatest among ionic halides of that element, while those of covalent iodides (e.g. silver) are the lowest of that element. In particular, silver iodide is very insoluble in water and its formation is often used as a qualitative test for iodine.
The halogens form many binary, diamagnetic interhalogen compounds with stoichiometries XY, XY3, XY5, and XY7 (where X is heavier than Y), and iodine is no exception. Iodine forms all three possible diatomic interhalogens, a trifluoride and trichloride, as well as a pentafluoride and, exceptionally among the halogens, a heptafluoride. Numerous cationic and anionic derivatives are also characterised, such as the wine-red or bright orange compounds of and the dark brown or purplish black compounds of I2Cl+. Apart from these, some pseudohalides are also known, such as cyanogen iodide (ICN), iodine thiocyanate (ISCN), and iodine azide (IN3).
Iodine monofluoride (IF) is unstable at room temperature and disproportionates very readily and irreversibly to iodine and iodine pentafluoride, and thus cannot be obtained pure. It can be synthesised from the reaction of iodine with fluorine gas in trichlorofluoromethane at −45 °C, with iodine trifluoride in trichlorofluoromethane at −78 °C, or with silver(I) fluoride at 0 °C. Iodine monochloride (ICl) and iodine monobromide (IBr), on the other hand, are moderately stable. The former, a volatile red-brown compound, was discovered independently by Joseph Louis Gay-Lussac and Humphry Davy in 1813–4 not long after the discoveries of chlorine and iodine, and it mimics the intermediate halogen bromine so well that Justus von Liebig was misled into mistaking bromine (which he had found) for iodine monochloride. Iodine monochloride and iodine monobromide may be prepared simply by reacting iodine with chlorine or bromine at room temperature and purified by fractional crystallisation. Both are quite reactive and attack even platinum and gold, though not boron, carbon, cadmium, lead, zirconium, niobium, molybdenum, and tungsten. Their reaction with organic compounds depends on conditions. Iodine chloride vapour tends to chlorinate phenol and salicyclic acid, since when iodine chloride undergoes homolytic dissociation, chlorine and iodine are produced and the former is more reactive. However, iodine chloride in tetrachloromethane solution results in iodination being the main reaction, since now heterolytic fission of the I–Cl bond occurs and I+ attacks phenol as an electrophile. However, iodine monobromide tends to brominate phenol even in tetrachloromethane solution because it tends to dissociate into its elements in solution, and bromine is more reactive than iodine. When liquid, iodine monochloride and iodine monobromide dissociate into and anions (X = Cl, Br); thus they are significant conductors of electricity and can be used as ionising solvents.
Iodine trifluoride (IF3) is an unstable yellow solid that decomposes above −28 °C. It is thus little-known. It is difficult to produce because fluorine gas would tend to oxidise iodine all the way to the pentafluoride; reaction at low temperature with xenon difluoride is necessary. Iodine trichloride, which exists in the solid state as the planar dimer I2Cl6, is a bright yellow solid, synthesised by reacting iodine with liquid chlorine at −80 °C; caution is necessary during purification because it easily dissociates to iodine monochloride and chlorine and hence can act as a strong chlorinating agent. Liquid iodine trichloride conducts electricity, possibly indicating dissociation to and ions.
Iodine pentafluoride (IF5), a colourless, volatile liquid, is the most thermodynamically stable iodine fluoride, and can be made by reacting iodine with fluorine gas at room temperature. It is a fluorinating agent, but is mild enough to store in glass apparatus. Again, slight electrical conductivity is present in the liquid state because of dissociation to and . The pentagonal bipyramidal iodine heptafluoride (IF7) is an extremely powerful fluorinating agent, behind only chlorine trifluoride, chlorine pentafluoride, and bromine pentafluoride among the interhalogens: it reacts with almost all the elements even at low temperatures, fluorinates Pyrex glass to form iodine(VII) oxyfluoride (IOF5), and sets carbon monoxide on fire.
Iodine oxides are the most stable of all the halogen oxides, because of the strong I–O bonds resulting from the large electronegativity difference between iodine and oxygen, and they have been known for the longest time. The stable, white, hygroscopic iodine pentoxide (I2O5) has been known since its formation in 1813 by Gay-Lussac and Davy. It is most easily made by the dehydration of iodic acid (HIO3), of which it is the anhydride. It will quickly oxidise carbon monoxide completely to carbon dioxide at room temperature, and is thus a useful reagent in determining carbon monoxide concentration. It also oxidises nitrogen oxide, ethylene, and hydrogen sulfide. It reacts with sulfur trioxide and peroxydisulfuryl difluoride (S2O6F2) to form salts of the iodyl cation, [IO2]+, and is reduced by concentrated sulfuric acids to iodosyl salts involving [IO]+. It may be fluorinated by fluorine, bromine trifluoride, sulfur tetrafluoride, or chloryl fluoride, resulting iodine pentafluoride, which also reacts with iodine pentoxide, giving iodine(V) oxyfluoride, IOF3. A few other less stable oxides are known, notably I4O9 and I2O4; their structures have not been determined, but reasonable guesses are IIII(IVO3)3 and [IO]+[IO3]− respectively.
More important are the four oxoacids: hypoiodous acid (HIO), iodous acid (HIO2), iodic acid (HIO3), and periodic acid (HIO4 or H5IO6). When iodine dissolves in aqueous solution, the following reactions occur:
Hypoiodous acid is unstable to disproportionation. The hypoiodite ions thus formed disproportionate immediately to give iodide and iodate:
Iodous acid and iodite are even less stable and exist only as a fleeting intermediate in the oxidation of iodide to iodate, if at all. Iodates are by far the most important of these compounds, which can be made by oxidising alkali metal iodides with oxygen at 600 °C and high pressure, or by oxidising iodine with chlorates. Unlike chlorates, which disproportionate very slowly to form chloride and perchlorate, iodates are stable to disproportionation in both acidic and alkaline solutions. From these, salts of most metals can be obtained. Iodic acid is most easily made by oxidation of an aqueous iodine suspension by electrolysis or fuming nitric acid. Iodate has the weakest oxidising power of the halates, but reacts the quickest.
Many periodates are known, including not only the expected tetrahedral , but also square-pyramidal , octahedral orthoperiodate , [IO3(OH)3]2−, [I2O8(OH2)]4−, and . They are usually made by oxidising alkaline sodium iodate electrochemically (with lead(IV) oxide as the anode) or by chlorine gas:
They are thermodymically and kinetically powerful oxidising agents, quickly oxidising Mn2+ to , and cleaving glycols, α-diketones, α-ketols, α-aminoalcohols, and α-diamines. Orthoperiodate especially stabilises high oxidation states among metals because of its very high negative charge of −5. Orthoperiodic acid, H5IO6, is stable, and dehydrates at 100 °C in a vacuum to metaperiodic acid, HIO4. Attempting to go further does not result in the nonexistent iodine heptoxide (I2O7), but rather iodine pentoxide and oxygen. Periodic acid may be protonated by sulfuric acid to give the cation, isoelectronic to Te(OH)6 and , and giving salts with bisulfate and sulfate.
When iodine dissolves in strong acids, such as fuming sulfuric acid, a bright blue paramagnetic solution including cations is formed. A solid salt of the diiodine cation may be obtained by oxidising iodine with antimony pentafluoride:
The salt I2Sb2F11 is dark blue, and the blue tantalum analogue I2Ta2F11 is also known. Whereas the I–I bond length in I2 is 267 pm, that in is only 256 pm as the missing electron in the latter has been removed from an antibonding orbital, making the bond stronger and hence shorter. In fluorosulfuric acid solution, deep-blue reversibly dimerises below −60 °C, forming red rectangular diamagnetic . Other polyiodine cations are not as well-characterised, including bent dark-brown or black and centrosymmetric "C"2"h" green or black , known in the and salts among others.
The only important polyiodide anion in aqueous solution is linear triiodide, . Its formation explains why the solubility of iodine in water may be increased by the addition of potassium iodide solution:
Many other polyiodides may be found when solutions containing iodine and iodide crystallise, such as , , , and , whose salts with large, weakly polarising cations such as Cs+ may be isolated.
Organoiodine compounds have been fundamental in the development of organic synthesis, such as in the Hofmann elimination of amines, the Williamson ether synthesis, the Wurtz coupling reaction, and in Grignard reagents.
The carbon–iodine bond is a common functional group that forms part of core organic chemistry; formally, these compounds may be thought of as organic derivatives of the iodide anion. The simplest organoiodine compounds, alkyl iodides, may be synthesised by the reaction of alcohols with phosphorus triiodide; these may then be used in nucleophilic substitution reactions, or for preparing Grignard reagents. The C–I bond is the weakest of all the carbon–halogen bonds due to the minuscule difference in electronegativity between carbon (2.55) and iodine (2.66). As such, iodide is the best leaving group among the halogens, to such an extent that many organoiodine compounds turn yellow when stored over time due to decomposition into elemental iodine; as such, they are commonly used in organic synthesis, because of the easy formation and cleavage of the C–I bond. They are also significantly denser than the other organohalogen compounds thanks to the high atomic weight of iodine. A few organic oxidising agents like the iodanes contain iodine in a higher oxidation state than −1, such as 2-iodoxybenzoic acid, a common reagent for the oxidation of alcohols to aldehydes, and iodobenzene dichloride (PhICl2), used for the selective chlorination of alkenes and alkynes. One of the more well-known uses of organoiodine compounds is the so-called iodoform test, where iodoform (CHI3) is produced by the exhaustive iodination of a methyl ketone (or another compound capable of being oxidised to a methyl ketone), as follows:
Some drawbacks of using organoiodine compounds as compared to organochlorine or organobromine compounds is the greater expense and toxicity of the iodine derivatives, since iodine is expensive and organoiodine compounds are stronger alkylating agents. For example, iodoacetamide and iodoacetic acid denature proteins by irreversibly alkylating cysteine residues and preventing the reformation of disulfide linkages.
Halogen exchange to produce iodoalkanes by the Finkelstein reaction is slightly complicated by the fact that iodide is a better leaving group than chloride or bromide. The difference is nevertheless small enough that the reaction can be driven to completion by exploiting the differential solubility of halide salts, or by using a large excess of the halide salt. In the classic Finkelstein reaction, an alkyl chloride or an alkyl bromide is converted to an alkyl iodide by treatment with a solution of sodium iodide in acetone. Sodium iodide is soluble in acetone and sodium chloride and sodium bromide are not. The reaction is driven toward products by mass action due to the precipitation of the insoluble salt.
Iodine is the least abundant of the stable halogens, comprising only 0.46 parts per million of Earth's crustal rocks (compare: fluorine 544 ppm, chlorine 126 ppm, bromine 2.5 ppm). Among the 84 elements which occur in significant quantities (elements 1–42, 44–60, 62–83, and 90–92), it ranks 61st in abundance. Iodide minerals are rare, and most deposits that are concentrated enough for economical extraction are iodate minerals instead. Examples include lautarite, Ca(IO3)2, and dietzeite, 7Ca(IO3)2·8CaCrO4. These are the minerals that occur as trace impurities in the caliche, found in Chile, whose main product is sodium nitrate. In total, they can contain at least 0.02% and at most 1% iodine by mass. Sodium iodate is extracted from the caliche and reduced to iodide by sodium bisulfite. This solution is then reacted with freshly extracted iodate, resulting in comproportionation to iodine, which may be filtered off.
The caliche was the main source of iodine in the 19th century and continues to be important today, replacing kelp (which is no longer an economically viable source), but in the late 20th century brines emerged as a comparable source. The Japanese Minami Kanto gas field east of Tokyo and the American Anadarko Basin gas field in northwest Oklahoma are the two largest such sources. The brine is hotter than 60 °C from the depth of the source. The brine is first purified and acidified using sulfuric acid, then the iodide present is oxidised to iodine with chlorine. An iodine solution is produced, but is dilute and must be concentrated. Air is blown into the solution to evaporate the iodine, which is passed into an absorbing tower, where sulfur dioxide reduces the iodine. The hydrogen iodide (HI) is reacted with chlorine to precipitate the iodine. After filtering and purification the iodine is packed.
These sources ensure that Chile and Japan are the largest producers of iodine today. Alternatively, the brine may be treated with silver nitrate to precipitate out iodine as silver iodide, which is then decomposed by reaction with iron to form metallic silver and a solution of iron(II) iodide. The iodine may then be liberated by displacement with chlorine.
About half of all produced iodine goes into various organoiodine compounds, another 15% remains as the pure element, another 15% is used to form potassium iodide, and another 15% for other inorganic iodine compounds. Among the major uses of iodine compounds are catalysts, animal feed supplements, stabilisers, dyes, colourants and pigments, pharmaceutical, sanitation (from tincture of iodine), and photography; minor uses include smog inhibition, cloud seeding, and various uses in analytical chemistry.
The iodide and iodate anions are often used for quantitative volumetric analysis, for example in iodometry. Iodine and starch form a blue complex, and this reaction is often used to test for either starch or iodine and as an indicator in iodometry.The iodine test for starch is still used to detect counterfeit banknotes printed on starch-containing paper.
The iodine value is the mass of iodine in grams that is consumed by 100 grams of a chemical substance typically fats or oils. Iodine numbers are often used to determine the amount of unsaturation in fatty acids. This unsaturation is in the form of double bonds, which react with iodine compounds. In biology, linoleic acid (C18:2 n-6), omega-6 and alpha-linolenic (C18:3 n-3) omega-3, arachidonic acid (AA) – omega-6 (C20: 4n-6), and docosahexaenoic acid (DHA) – omega-3 (C22:6n-3) synthesized with iodine iodolipids developed among cell membranes during the evolution of life, important in the mechanism of apoptosis, carcinogenesis and degenerative diseases.
Potassium tetraiodomercurate(II), K2HgI4, is also known as Nessler's reagent. It is often used as a sensitive spot test for ammonia. Similarly, Cu2HgI4 is used as a precipitating reagent to test for alkaloids. Aqueous alkaline iodine solution is used in the iodoform test for methyl ketones.
The spectra of the iodine molecule, I2, consists of (not exclusively) tens of thousands of sharp spectral lines in the wavelength range 500–700 nm. It is therefore a commonly used wavelength reference (secondary standard). By measuring with a spectroscopic Doppler-free technique while focusing on one of these lines, the hyperfine structure of the iodine molecule reveals itself. A line is now resolved such that either 15 components, (from even rotational quantum numbers, "J"even), or 21 components (from odd rotational quantum numbers, "J"odd) are measurable.
Cesium iodide and thallium-doped sodium iodide are used in crystal scintillators for the detection of gamma rays. The efficiency is high and energy dispersive spectroscopy is possible, but the resolution is rather poor.
Elemental iodine is used as a disinfectant either as the element, or as the water-soluble triiodide anion I3− generated "in situ" by adding iodide to poorly water-soluble elemental iodine (the reverse chemical reaction makes some free elemental iodine available for antisepsis). Elemental iodine may also be used to treat iodine deficiency.
In the alternative, iodine may be produced from iodophors, which contain iodine complexed with a solubilizing agent (the iodide ion may be thought of loosely as the iodophor in triiodide water solutions). Examples of such preparations include:
The antimicrobial action of iodine is quick and works at low concentrations, and thus it is used in operating theatres. Its specific mode of action is unknown. It penetrates into microorganisms and attacks particular amino acids (such as cysteine and methionine), nucleotides, and fatty acids, ultimately resulting in cell death. It also has an antiviral action, but nonlipid viruses and parvoviruses are less sensitive than lipid enveloped viruses. Iodine probably attacks surface proteins of enveloped viruses, and it may also destabilise membrane fatty acids by reacting with unsaturated carbon bonds.
In medicine, a saturated solution of potassium iodide is used to treat acute thyrotoxicosis. It is also used to block uptake of iodine-131 in the thyroid gland (see isotopes section above), when this isotope is used as part of radiopharmaceuticals (such as iobenguane) that are not targeted to the thyroid or thyroid-type tissues.
Iodine-131 (usually as iodide) is a component of nuclear fallout, and is particularly dangerous owing to the thyroid gland's propensity to concentrate ingested iodine and retain it for periods longer than this isotope's radiological half-life of eight days. For this reason, people at risk of exposure to environmental radioactive iodine (iodine-131) in fallout may be instructed to take non-radioactive potassium iodide tablets. The typical adult dose is one 130 mg tablet per 24 hours, supplying 100 mg (100,000 micrograms) of ionic iodine. (The typical daily dose of iodine for normal health is of order 100 micrograms; see "Dietary Intake" below.) Ingestion of this large dose of non-radioactive iodine minimises the uptake of radioactive iodine by the thyroid gland.
As an element with high electron density and atomic number, iodine absorbs X-rays weaker than 33.3 keV due to the photoelectric effect of the innermost electrons. Organoiodine compounds are used with intravenous injection as X-ray radiocontrast agents. This application is often in conjunction with advanced X-ray techniques such as angiography and CT scanning. At present, all water-soluble radiocontrast agents rely on iodine.
The production of ethylenediamine dihydroiodide, provided as a nutritional supplement for livestock, consumes a large portion of available iodine. Another significant use is a catalyst for the production of acetic acid by the Monsanto and Cativa processes. In these technologies, which support the world's demand for acetic acid, hydroiodic acid converts the methanol feedstock into methyl iodide, which undergoes carbonylation. Hydrolysis of the resulting acetyl iodide regenerates hydroiodic acid and gives acetic acid.
Inorganic iodides find specialised uses. Titanium, zirconium, hafnium, and thorium are purified by the van Arkel process, which involves the reversible formation of the tetraiodides of these elements. Silver iodide is a major ingredient to traditional photographic film. Thousands of kilograms of silver iodide are used annually for cloud seeding to induce rain.
The organoiodine compound erythrosine is an important food coloring agent. Perfluoroalkyl iodides are precursors to important surfactants, such as perfluorooctanesulfonic acid.
The iodine clock reaction (in which iodine also serves as a test for starch, forming a dark blue complex), is a popular educational demonstration experiment and example of a seemingly oscillating reaction (it is only the concentration of an intermediate product that oscillates).
Iodine is an essential element for life and, at atomic number "Z" = 53, is the heaviest element commonly needed by living organisms. (Lanthanum and the other lanthanides, as well as tungsten with "Z" = 74, are used by a few microorganisms.) It is required for the synthesis of the growth-regulating thyroid hormones thyroxine and triiodothyronine (T4 and T3 respectively, named after their number of iodine atoms). A deficiency of iodine leads to decreased production of T3 and T4 and a concomitant enlargement of the thyroid tissue in an attempt to obtain more iodine, causing the disease known as simple goitre. The major form of thyroid hormone in the blood is thyroxine (T4), which has a longer half-life than T3. In humans, the ratio of T4 to T3 released into the blood is between 14:1 and 20:1. T4 is converted to the active T3 (three to four times more potent than T4) within cells by deiodinases (5'-iodinase). These are further processed by decarboxylation and deiodination to produce iodothyronamine (T1a) and thyronamine (T0a'). All three isoforms of the deiodinases are selenium-containing enzymes; thus dietary selenium is essential for T3 production.
Iodine accounts for 65% of the molecular weight of T4 and 59% of T3. Fifteen to 20 mg of iodine is concentrated in thyroid tissue and hormones, but 70% of all iodine in the body is found in other tissues, including mammary glands, eyes, gastric mucosa, fetal thymus, cerebro-spinal fluid and choroid plexus, arterial walls, the cervix, and salivary glands. In the cells of those tissues, iodide enters directly by sodium-iodide symporter (NIS). The action of iodine in mammary tissue is related to fetal and neonatal development, but in the other tissues, it is (at least) partially unknown.
Recommendations by the United States Institute of Medicine are between 110 and 130 µg for infants up to 12 months, 90 µg for children up to eight years, 130 µg for children up to 13 years, 150 µg for adults, 220 µg for pregnant women and 290 µg for lactation. The Tolerable Upper Intake Level (UL) for adults is 1,100 μg/day. This upper limit was assessed by analyzing the effect of supplementation on thyroid-stimulating hormone.
The thyroid gland needs no more than 70 μg/day to synthesise the requisite daily amounts of T4 and T3. The higher recommended daily allowance levels of iodine seem necessary for optimal function of a number of body systems, including lactation, gastric mucosa, salivary glands, brain cells, choroid plexus, thymus, and arterial walls.
Natural sources of dietary iodine include seafood, such as fish, seaweeds (such as kelp) and shellfish, dairy products and eggs so long as the animals received enough iodine, and plants grown on iodine-rich soil. Iodised salt is fortified with iodine in the form of sodium iodide.
As of 2000, the median intake of iodine from food in the United States was 240 to 300 μg/day for men and 190 to 210 μg/day for women. The general US population has adequate iodine nutrition, with women of childbearing age and pregnant women having a possible mild risk of deficiency. In Japan, consumption was considered much higher, ranging between 5,280 μg/day to 13,800 μg/day from dietary seaweed or kombu kelp, often in the form of Kombu Umami extracts for soup stock and potato chips. However, new studies suggest that Japan's consumption is closer to 1,000–3,000 μg/day. The adult UL in Japan was last revised to 3,000 µg/day in 2015.
After iodine fortification programs such as iodisation of salt have been implemented, some cases of iodine-induced hyperthyroidism have been observed (so-called Jod-Basedow phenomenon). The condition seems to occur mainly in people over forty, and the risk appears higher when iodine deficiency is severe and the initial rise in iodine intake is high.
In areas where there is little iodine in the diet, typically remote inland areas and semi-arid equatorial climates where no marine foods are eaten, iodine deficiency gives rise to hypothyroidism, symptoms of which are extreme fatigue, goitre, mental slowing, depression, weight gain, and low basal body temperatures. Iodine deficiency is the leading cause of preventable intellectual disability, a result that occurs primarily when babies or small children are rendered hypothyroidic by a lack of the element. The addition of iodine to table salt has largely eliminated this problem in wealthier nations, but iodine deficiency remains a serious public health problem in the developing world today. Iodine deficiency is also a problem in certain areas of Europe. Information processing, fine motor skills, and visual problem solving are improved by iodine repletion in moderately iodine-deficient children.
Elemental iodine (I2) is toxic if taken orally undiluted. The lethal dose for an adult human is 30 mg/kg, which is about 2.1–2.4 grams for a human weighing 70 to 80 kg (even if experiments on rats demonstrated that these animals could survive after eating a 14000 mg/kg dose). Excess iodine can be more cytotoxic in the presence of selenium deficiency. Iodine supplementation in selenium-deficient populations is, in theory, problematic, partly for this reason. The toxicity derives from its oxidizing properties, through which it denaturates proteins (including enzymes).
Elemental iodine is also a skin irritant, and direct contact with skin can cause damage and solid iodine crystals should be handled with care. Solutions with high elemental iodine concentration, such as tincture of iodine and Lugol's solution, are capable of causing tissue damage if used in prolonged cleaning or antisepsis; similarly, liquid Povidone-iodine (Betadine) trapped against the skin resulted in chemical burns in some reported cases.
People can be exposed to iodine in the workplace by inhalation, ingestion, skin contact, and eye contact. The Occupational Safety and Health Administration (OSHA) has set the legal limit (Permissible exposure limit) for iodine exposure in the workplace at 0.1 ppm (1 mg/m3) during an 8-hour workday. The National Institute for Occupational Safety and Health (NIOSH) has set a Recommended exposure limit (REL) of 0.1 ppm (1 mg/m3) during an 8-hour workday. At levels of 2 ppm, iodine is immediately dangerous to life and health.
Some people develop a hypersensitivity to products and foods containing iodine. Applications of tincture of iodine or Betadine can cause rashes, sometimes severe. Parenteral use of iodine-based contrast agents (see above) can cause reactions ranging from a mild rash to fatal anaphylaxis. Such reactions have led to the misconception (widely held, even among physicians) that some people are allergic to iodine itself; even allergies to iodine-rich seafood have been so construed. In fact, there has never been a confirmed report of a true iodine allergy, and an allergy to elemental iodine or simple iodide salts is theoretically impossible. Hypersensitivity reactions to products and foods containing iodine are apparently related to their other molecular components; thus, a person who has demonstrated an allergy to one food or product containing iodine may not have an allergic reaction to another. Patients with various food allergies (shellfish, egg, milk, etc.) do not have an increased risk for a contrast medium hypersensitivity. As with all medications, the patient's allergy history should be questioned and consulted before any containing iodine are administered.
Phosphorus can reduce elemental iodine to hydroiodic acid, which is a reagent effective for reducing ephedrine or pseudoephedrine to methamphetamine. For this reason, iodine was designated by the United States Drug Enforcement Administration as a List I precursor chemical under 21 CFR 1310.02.
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IKEA
IKEA ( , ) is a Swedish-origin Dutch-headquartered multinational group that designs and sells , kitchen appliances and home accessories, among other useful goods and occasionally home services. Founded in Sweden in 1943 by 17-year-old Ingvar Kamprad, IKEA has been the world's largest furniture retailer since 2008. According to the Bloomberg Billionaires Index, as of January 2018, Kamprad was the eighth richest person in the world, with an estimated net worth of US$58.7 billion. The company's name is an acronym that consists of the founder's initials (Ingvar Kamprad) plus those of Elmtaryd, the family farm where he was born, and the nearby village Agunnaryd (his hometown in Småland, southern Sweden).
The company is known for its modernist designs for various types of appliances and furniture, and its interior design work is often associated with an eco-friendly simplicity. In addition, the firm is known for its attention to cost control, operational details, and continuous product development that allowed IKEA to lower its prices by an average of two to three percent.
The business is a private company owned by Inter IKEA Systems B.V., registered in the Netherlands and controlled by the sons of its founder Ingvar Kamprad. The IKEA group has a complex corporate structure, which members of the European Parliament have alleged was designed to avoid over €1 billion in tax payments over the 20092014 period. It is controlled by several foundations based in the Netherlands and Liechtenstein.
, there are 433 IKEA stores operating in 52 countries and in fiscal year 2018, €38.8 billion (US$44.6 billion) worth of IKEA goods were sold. The IKEA website contains about 12,000 products and there were over 2.1 billion visitors to IKEA's websites in the year from September 2015 to August 2016. The company is responsible for approximately 1% of world commercial-product wood consumption, making it one of the largest users of wood in the retail sector.
Most of IKEA's stores and factories are owned by INGKA, a holding company controlled by the Stichting INGKA Foundation, one of the 40 wealthiest foundations in the world. INGKA received 90% of IKEA's revenue in 2018.
In 1943, Ingvar Kamprad founded IKEA as a mail-order sales business, but began to sell furniture five years later. The first store was opened in Älmhult, Småland, in 1958, under the name Möbel-IKÉA (Möbel means "furniture" in Swedish). The first stores outside Sweden were opened in Norway (1963) and Denmark (1969). The stores spread to other parts of Europe in the 1970s, with the first store outside Scandinavia opening in Switzerland (1973), followed by West Germany (1974).
In 1973, the company's West German executives accidentally opened a store in Konstanz instead of Koblenz. Later that decade, stores opened in other parts of the world, such as Japan (1974), Australia, Canada, Hong Kong (1975), and Singapore (1978). IKEA further expanded in the 1980s, opening stores in countries such as France and Spain (1981), Belgium (1984), the United States (1985), the United Kingdom (1987), and Italy (1989). Germany, with 53 stores, is IKEA's biggest market, followed by the United States, with 51 stores. The first IKEA store in Latin America opened on 17 February 2010 in Santo Domingo, Dominican Republic.
Older IKEA stores are usually blue buildings with yellow accents (also Sweden's national colours). They are often designed in a one-way layout, leading customers counter-clockwise along what IKEA calls "the long natural way" designed to encourage the customer to see the store in its entirety (as opposed to a traditional retail store, which allows a customer to go directly to the section where the desired goods and services are displayed). There are often shortcuts to other parts of the showroom.
The sequence first involves going through the furniture showrooms making note of selected items. The customer then collects a shopping cart and proceeds to an open-shelf "Market Hall" warehouse for smaller items, then visits the self-service furniture warehouse to collect previously noted showroom products in flat pack form. Sometimes, they are directed to collect products from an external warehouse on the same site or at a site nearby after purchase. Finally, customers pay for their products at a cash register. Not all furniture is stocked at the store level, such as particular sofa colours needing to be shipped from a warehouse to the customer's home or to the store.
Most stores follow the layout of having the showroom upstairs with the marketplace and self-service warehouse downstairs. Some stores are single level, while others have separate warehouses to allow more stock to be kept on-site. Single-level stores are found predominantly in areas where the cost of land would be less than the cost of building a 2-level store. Some stores have dual-level warehouses with machine-controlled silos to allow large quantities of stock to be accessed throughout the selling day.
Most IKEA stores offer an "as-is" area at the end of the warehouse, just before the cash registers. Returned, damaged and formerly showcased products are displayed here and sold with a significant discount, but also with a no-returns policy.
IKEA uses a sales technique called "bulla bulla" in which a bunch of items are purposefully jumbled in bins, to create the impression of volume, and therefore, inexpensiveness.
Since 1958, every Ikea store includes a cafe that, until 2011, sold branded Swedish prepared specialist foods, such as meatballs, packages of gravy, lingonberry jam, various biscuits and crackers, and salmon and fish roe spread. The new label has a variety of items including chocolates, meatballs, jams, pancakes, salmon, along with various drinks.
Although the cafes primarily serve Swedish food, the menu varies based on the culture and location of each store. With restaurants in 38 different countries, the menu will incorporate local dishes including shawarma in Saudi Arabia, poutine in Canada, macarons in France, and gelato in Italy. In Indonesia, the Swedish Meatballs recipe is changed to accommodate the country's Halal requirements. Stores in Israel sell kosher food under rabbinical supervision. The kosher restaurants are separated into dairy and meat areas.
In many locations, the IKEA restaurants open daily before the rest of the store and serve breakfast. All food products are based on Swedish recipes and traditions. Food accounts for 5% of IKEA's sales.
IKEA will include plant-based meatballs in all of the European stores starting August, 2020. They will be made out of potatoes, apples, pea protein, and oats.
Every store has a kids play area, named Småland (Swedish for "small lands"; it is also the Swedish province where Kamprad was born). Parents drop off their children at a gate to the playground, and pick them up after they arrive at another entrance. In some stores, parents are given free pagers by the on-site staff, which the staff can use to summon parents whose children need them earlier than expected; in others, staff summon parents through announcements over the in-store public address system or by calling them on their cellphones.
The vast majority of IKEA stores are located outside of city centers, primarily because of land cost and traffic access. Several smaller store formats have been unsuccessfully tested in the past (the "midi" concept in the early '90s, which was tested in Ottawa and Heerlen with , or a "boutique" shop in Manhattan). A new format for a full-size, city centre store was introduced with the opening of the Manchester (United Kingdom) store, situated in Ashton-under-Lyne in 2006. Another store, in Coventry opened in December 2007. The store has seven floors and a different flow from other IKEA stores. IKEA's Southampton store which opened in February 2009 is also in the city centre and built-in an urban style similar to the Coventry store. IKEA built these stores in response to UK government restrictions blocking retail establishment outside city centres.
In Hong Kong, where shop space is limited and costly, IKEA has opened three outlets in the city, most of which have the one-way layout. They are part of shopping malls, and while being tiny compared to common store design, are huge by Hong Kong standards. In addition to tailoring store sizes for specific countries, IKEA also alters the sizes of their products in order to accommodate cultural differences.
In 2015, IKEA announced that it would be attempting a smaller store design at several locations in Canada. This modified store will feature only a display gallery and a small warehouse. One location planned for Kitchener is in the place formerly occupied by a Sears Home store. The warehouses will not keep furniture stocked, and so customers will not be able to drop in to purchase and leave with furniture the same day. Instead, they will purchase the furniture in advance online or in-store and order the furniture delivered to one of the new stores, for a greatly reduced rate. IKEA claims that this new model will allow them to expand quickly into new markets rather than spending years opening a full-size store.
Japan was another market where IKEA performed badly initially, exited the market completely and then re-entered the Japanese market with an alternative store design with which it finally found success. The IKEA entered the Japan market in 1974 through a franchise arrangement with a local partner, only to withdraw in failure in 1986. Japan was one of the first markets outside its original core European market and despite Japan being the second largest economy in the world at the time IKEA did not adequately adapt its store layout strategy to the Japanese consumer. Japanese consumers did not have a culture of DIY furniture assembly, and many in the early days had no way to haul the flat-packs home to their small apartments. Nor did the store layouts familiar to European customers initially make much sense to Japanese consumers. So prior to re-entering the Japanese market in 2006 IKEA management did extensive local market research in more effective store layouts. One area of local adaptation was the room displays common to every IKEA store worldwide. Rather than just replicate a ‘typical’ European room layout the IKEA Japan management was careful to set up room displays more closely resembling Japanese apartment rooms, such as one for “a typical Japanese teenage boy who likes baseball and computer games”.
Furthermore, the IKEA has been forced to adapt its store location and services to the ‘inner-city’ format for the expansion in China, unlike other countries where IKEA stores for economic and planning restriction reasons tends to be more commonly just outside city centers due to planning restrictions. In China, planning restrictions is less of an issue than in other country markets due to the lack of cars for much of its customer base. Accordingly, in store design alternatives, IKEA has had to offer store locations and formats closer to public transportation since few customers had access to cars with which to buy and take-home DIY flat pack furniture. The store design alternative thinking and strategy in China has been to locate stores to facilitate access for non-car owning customers.
In fact, in some locations in China, IKEA stores can be found not in the usual suburban or near airport locations like in other countries, but rather places such as downtown shopping center with a ‘mini-IKEA’ store to attract shoppers. For example, one store design alternative trend that IKEA has implemented has been ‘pop-up’ stores along social media platforms in their advertising strategy for the first-time as a company to reach new customers demographics while still reinforcing its global brand locally in China.
Rather than being sold pre-assembled, much of IKEA's furniture is designed to be assembled by the customer. The company claims that this helps reduce costs and use of packaging by not shipping air; the volume of a bookcase, for example, is considerably less if it is shipped unassembled rather than assembled. This is also more practical for customers using public transport, because flat packs can be more easily carried.
IKEA contends that it has been a pioneering force in sustainable approaches to mass consumer culture. Kamprad calls this "democratic design," meaning that the company applies an integrated approach to manufacturing and design (see also environmental design). In response to the explosion of human population and material expectations in the 20th and 21st centuries, the company implements economies of scale, capturing material streams and creating manufacturing processes that hold costs and resource use down, such as the extensive use of Medium-Density Fiberboard ("MDF"), also called "particle board."
Notable items of IKEA furniture include the Poäng armchair, the Billy bookcase and the Klippan sofa, all of which have sold by the tens of millions since the late 1970s.
IKEA products are identified by one-word (rarely two-word) names. Most of the names are Scandinavian in origin. Although there are some exceptions, most product names are based on a special naming system developed by IKEA. Company founder Kamprad was dyslexic and found that naming the furniture with proper names and words, rather than a product code, made the names easier to remember.
Some of IKEA's Swedish product names have amusing or unfortunate connotations in other languages, sometimes resulting in the names being withdrawn in certain countries. Notable examples for English include the "Jerker" computer desk (discontinued several years ago ), "Fukta" plant spray, "Fartfull" workbench, and "Lyckhem" (meaning bliss).
In 2016, IKEA started a move into the smart home business. The IKEA TRÅDFRI smart lighting kit was one of the first ranges signalling this change. IKEA's media team has confirmed that smart home project will be a big move. They have also started a partnership with Philips Hue. The wireless charging furniture, integrating wireless Qi charging into everyday furniture, is another strategy for the smart home business.
A collaboration to build Sonos' smart speaker technology into furniture sold by IKEA was announced in December 2017. The first products resulting from the collaboration have launched in August 2019.
Under the product name SYMFONISK, IKEA and Sonos have made two distinct wireless speakers that integrate with existing Sonos households or can be used to start with the Sonos-ecosystem, one that's also a lamp and another that's a more traditional looking bookshelf speaker. Both products as well as accessories for the purpose of mounting the bookshelf speakers have gone on sale worldwide on 1 August.
From the start, IKEA SYMFONISK can only be controlled from the Sonos app, but IKEA will add support for the speakers in their own Home Smart app in October to be paired with scenes that control both the lights and smart blinds together with the speakers.
With the launch of a new accompanying remote, you will now be able to adjust the volume and music playback of the Symfonisk lamp or bookshelf speakers.
IKEA has also expanded its product base to include flat-pack houses and apartments, in an effort to cut prices involved in a first-time buyer's home. The IKEA product, named BoKlok was launched in Sweden in 1996 in a joint venture with Skanska. Now working in the Nordic countries and in the UK, sites confirmed in England include London, Ashton-under-Lyne, Leeds, Gateshead, Warrington and Liverpool.
At the end of September 2013, the company announced that solar panel packages, so-called "residential kits", for houses will be sold at 17 UK stores by mid-2014. The decision followed a successful pilot project at the Lakeside IKEA store, whereby one photovoltaic system was sold almost every day. The solar CIGS panels are manufactured by Solibro, a German-based subsidiary of the Chinese company Hanergy. By the end of 2014, IKEA began to sell Solibro's solar residential kits in the Netherlands and in Switzerland. In November 2015, IKEA ended its contract with Hanergy and in April 2016 started working with Solarcentury to sell solar panels in the United Kingdom. The deal would allow customers to be able to order panels online and at three stores before being expanded to all United Kingdom stores by the end of summer.
In April 2019, the company announced that it would begin test marketing a new concept, renting furniture to customers. One of the motivating factors was the fact that inexpensive IKEA products were viewed as "disposable" and often ended up being scrapped after a few years of use. This was at a time when especially younger buyers said they wanted to minimize their impact on the environment. The company understood this view. In an interview, Jesper Brodin, chief executive of Ingka Group (the largest franchisee of IKEA stores), commented that "climate change and unsustainable consumption are among the biggest challenges we face in society". The other strategic objectives of the plan were to be more affordable and more convenient. The company said it would test the rental concept in all 30 markets by 2020, expecting it to increase the number of times a piece of furniture would be used before recycling.
IKEA owns and operates the MEGA Family Shopping Centre chain in Russia.
On 8 August 2008, IKEA UK launched a virtual mobile phone network called IKEA Family Mobile, which ran on T-Mobile. At launch it was the cheapest pay-as-you-go network in the UK. In June 2015 the network announced that its services would cease to operate from 31 August 2015.
, IKEA is in joint venture with TCL to provide Uppleva integrated HDTV and entertainment system product.
In mid-August 2012, the company announced that it would establish a chain of 100 economy hotels in Europe but, unlike its few existing hotels in Scandinavia, they would not carry the IKEA name, nor would they use IKEA furniture and furnishings – they would be operated by an unnamed international group of hoteliers. As of 30 April 2018, however, the company owned only a single hotel, the IKEA Hotell in Älmhult, Sweden, but was planning to open another one, in New Haven, Connecticut, United States, after converting the historic Pirelli Building. The company received approval for the concept from the city's planning commission in mid-November 2018; the building was to include 165 rooms and the property would offer 129 dedicated parking spaces. Research in April 2019 provided no indication that the hotel had been completed as of that time.
In September 2017, IKEA announced they would be acquiring San Francisco-based TaskRabbit. The deal, completed later that year, has TaskRabbit operating as an independent company.
In March 2020, IKEA announced that it had partnered with Pizza Hut Hong Kong on a joint venture. IKEA launched a new side table called a SÄVA, so named after its resemblance to a pizza saver. The table would be boxed in packaging resembling a pizza box, and the building instructions included a suggestion to order a Swedish meatball pizza from Pizza Hut, which would contain the same meatballs served in IKEA restaurants.
In April 2020, Ikea acquired AI imaging startup Geomagical Labs.
IKEA is owned and operated by a complicated array of not-for-profit and for-profit corporations. The corporate structure is divided into two main parts: operations and franchising.
Inter IKEA Systems is owned by Inter IKEA Holding BV, a company registered in the Netherlands, formerly registered in Luxembourg (under the name Inter IKEA Holding SA). Inter IKEA Holding, in turn, is owned by the Interogo Foundation, based in Liechtenstein. In 2016, the INGKA Holding sold its design, manufacturing and logistics subsidiaries to Inter IKEA Holding.
In June 2013, Ingvar Kamprad resigned from the board of Inter IKEA Holding SA and his youngest son Mathias Kamprad replaced Per Ludvigsson as the chairman of the holding company. Following his decision to step down, the 87-year-old founder explained, "I see this as a good time for me to leave the board of Inter IKEA Group. By that we are also taking another step in the generation shift that has been ongoing for some years." After the 2016 company restructure, Inter IKEA Holding SA no longer exists, having reincorporated in the Netherlands. Mathias Kamprad became a board member of the Inter IKEA Group and the Interogo Foundation. Mathias and his two older brothers, who also have leadership roles at IKEA, work on the corporation's overall vision and long-term strategy.
Along with helping IKEA make a non-taxable profit, IKEA's complicated corporate structure allowed Kamprad to maintain tight control over the operations of INGKA Holding, and thus the operation of most IKEA stores. The INGKA Foundation's five-person executive committee was chaired by Kamprad. It appoints a board of INGKA Holding, approves any changes to INGKA Holding's bylaws, and has the right to preempt new share issues. If a member of the executive committee quits or dies, the other four members appoint his or her replacement.
In Kamprad's absence, the foundation's bylaws include specific provisions requiring it to continue operating the INGKA Holding group and specifying that shares can be sold only to another foundation with the same objectives as the INGKA Foundation.
The net profit of IKEA Group (which does not include Inter IKEA systems) in fiscal year 2009 (after paying franchise fees to Inter IKEA systems) was €2.538 billion on sales of €21.846 billion. Because INGKA Holding is owned by the nonprofit INGKA Foundation, none of this profit is taxed. The foundation's nonprofit status also means that the Kamprad family cannot reap these profits directly, but the Kamprads do collect a portion of IKEA sales profits through the franchising relationship between INGKA Holding and Inter IKEA Systems.
Inter IKEA Systems collected €631 million of franchise fees in 2004 but reported pre-tax profits of only €225 million in 2004. One of the major pre-tax expenses that Inter IKEA systems reported was €590 million of "other operating charges". IKEA has refused to explain these charges, but Inter IKEA Systems appears to make large payments to I.I. Holding, another Luxembourg-registered group that, according to "The Economist," "is almost certain to be controlled by the Kamprad family." I.I. Holding made a profit of €328 million in 2004.
In 2004, the Inter IKEA group of companies and I.I. Holding reported combined profits of €553m and paid €19m in taxes, or approximately 3.5 percent.
Public Eye (formerly known as Erklärung von Bern, literally "The Berne Declaration"), a non-profit organisation in Switzerland that promotes corporate responsibility, has formally criticised IKEA for its tax avoidance strategies. In 2007, the organisation nominated IKEA for one of its Public Eye "awards", which highlight corporate irresponsibility and are announced during the World Economic Forum in Davos, Switzerland.
In February 2016, the Greens / EFA group in the European Parliament issued a report entitled "IKEA: Flat Pack Tax Avoidance" on the tax planning strategies of IKEA and their possible use to avoid tax in several European countries. The report was sent to Pierre Moscovici, the European Commissioner for Economic and Financial Affairs, Taxation and Customs, and Margrethe Vestager, the European Commissioner for Competition, expressing the hope that it would be of use to them in their respective roles "to advance the fight for tax justice in Europe." Sales jumped 17 per cent to almost €132 million in the 12 months to the end of August 2015.
Although IKEA household products and furniture are designed in Sweden, they are largely manufactured in developing countries to keep costs down. For most of its products, the final assembly is performed by the end-user (consumer).
Swedwood, an IKEA subsidiary, handles production of all of the company's wood-based products, with the largest Swedwood factory located in Southern Poland. According to the subsidiary, over 16,000 employees across 50 sites in 10 countries manufacture the 100 million pieces of furniture that IKEA sells annually. IKEA furniture uses the hardwood alternative particle board. Hultsfred, a factory in southern Sweden, is the company's sole supplier.
During the 1980s, IKEA kept its costs down by using production facilities in East Germany. A portion of the workforce at those factories consisted of political prisoners. This fact, revealed in a report by Ernst & Young commissioned by the company, resulted from the intermingling of criminals and political dissidents in the state-owned production facilities IKEA contracted with, a practice which was generally known in West Germany. IKEA was one of a number of companies, including West German firms, which benefited from this practice. The investigation resulted from attempts by former political prisoners to obtain compensation. In November 2012, IKEA admitted being aware at the time of the possibility of use of forced labor and failing to exercise sufficient control to identify and avoid it. A summary of the Ernst & Young report was released on 16 November 2012.
IKEA was named one of the 100 Best Companies for Working Mothers in 2004 and 2005 by "Working Mothers" magazine. It ranked 80 in Fortune's 200 Best Companies to Work For in 2006 and in October 2008, IKEA Canada LP was named one of "Canada's Top 100 Employers" by Mediacorp Canada Inc.
In 2012, IKEA in France was accused by the independent newspaper "Le Canard enchaîné" and the investigative website "Mediapart" of spying on its employees and clients by illegally accessing French police records. The head of risk management at IKEA feared his employees were anti-globalists or potential ecoterrorists.
After initial environmental issues like the highly publicized formaldehyde scandals in the early 1980s and 1992, IKEA took a proactive stance on environmental issues and tried to prevent future incidents through a variety of measures. In 1990, IKEA invited Karl-Henrik Robèrt, founder of the Natural Step, to address its board of directors. Robert's system conditions for sustainability provided a strategic approach to improving the company's environmental performance. In 1990, IKEA adopted the Natural Step framework as the basis for its environmental plan. This led to the development of an Environmental Action Plan, which was adopted in 1992. The plan focused on structural change, allowing IKEA to "maximize the impact of resources invested and reduce the energy necessary to address isolated issues." The environmental measures taken include the following:
In 2000 IKEA introduced its code of conduct for suppliers that covers social, safety, and environmental questions. Today IKEA has around 60 auditors who perform hundreds of supplier audits every year. The main purpose of these audits is to make sure that the IKEA suppliers follow the law in each country where they are based. Most IKEA suppliers fulfill the law today with exceptions for some special issues, one being excessive working hours in Asia, in countries such as China and India.
Since March 2013, IKEA has stopped providing plastic bags to customers, but offers reusable bags for sale. The IKEA restaurants also only offer reusable plates, knives, forks, spoons, etc. Toilets in some IKEA WC-rooms have been outfitted with dual-function flushers. IKEA has recycling bins for compact fluorescent lamps (CFLs), energy-saving bulbs, and batteries.
In 2001 IKEA was one of the first companies to operate its own cross-border goods trains through several countries in Europe.
In August 2008, IKEA also announced that it had created IKEA GreenTech, a €50 million venture capital fund. Located in Lund (a university town in Sweden), it will invest in 8–10 companies in the coming five years with focus on solar panels, alternative light sources, product materials, energy efficiency and water saving and purification. The aim is to commercialise green technologies for sale in IKEA stores within 3–4 years.
To make IKEA a more sustainable company, a product life cycle was created. For the idea stage, products should be flat-packed so that more items can be shipped at once; products should also be easier to dismantle and recycle. Raw materials are used, and since wood and cotton are two of IKEA's most important manufacturing products, the company works with environmentally friendly forests and cotton, whereby the excessive use of chemicals and water is avoided.
IKEA stores recycle waste and many run on renewable energy. All employees are trained in environmental and social responsibility, while public transit is one of the priorities when the location of stores is considered. Also, the coffee and chocolate served at IKEA stores is UTZ Certified.
The last stage of the life cycle is the end of life. Most IKEA stores recycle light bulbs and drained batteries, and the company is also exploring the recycling of sofas and other home furnishing products.
According to IKEA's 2012 "Sustainability Report", 23% of all wood that the company uses meets the standards of the Forest Stewardship Council, and the report states that IKEA aims to double this percentage by 2017. The report also states that IKEA does not accept illegally logged wood and supports 13 World Wide Fund for Nature (WWF) projects. IKEA owns 125,000 acres of forest in USA and about 450,000 acres in Europe.
On 17 February 2011, IKEA announced its plans to develop a wind farm in Dalarna County, Sweden, furthering its goal of using only renewable energy to fuel its operations. , 17 United States IKEA stores are powered by solar panels, with 22 additional installations in progress, and IKEA owns the 165 MW Cameron Wind farm in Cameron County on the South Texas coast and a 42 MW coastal wind farm in Finland.
In 2011, the company examined its wood consumption and noticed that almost half of its global pine and spruce consumption was for the fabrication of pallets. The company consequently started a transition to the use of paper pallets and the "Optiledge system". The OptiLedge product is totally recyclable, made from 100% virgin high-impact copolymer polypropylene (PP). The system is a "unit load alternative to the use of a pallet. The system consists of the OptiLedge (usually used in pairs), aligned and strapped to the bottom carton to form a base layer upon which to stack more products. Corner boards are used when strapping to minimize the potential for package compression." The conversion began in Germany and Japan, before its introduction into the rest of Europe and North America. The system has been marketed to other companies, and IKEA has formed the OptiLedge company to manage and sell the product.
IKEA has expanded its sustainability plan in the UK to include electric car charge points for customers at all locations by the end of 2013. The effort will include Nissan and Ecotricity and promise to deliver an 80% charge in 30 minutes.
From 2016 they have only sold energy-efficient LED lightbulbs, lamps and light fixtures. LED lightbulbs use as little as 15% of the power of a regular incandescent light bulb.
, IKEA has signed on with 25 other companies to participate in the British Retail Consortium's Better Retail Better World initiative, which challenges companies to meet objectives outlined by the United Nations Sustainable Development Goals.
In September 2019, IKEA announced that they would be investing $2.8 billion in renewable energy infrastructure. The company is targeting making their entire supply chain climate positive by 2030.
The INGKA Foundation is officially dedicated to promoting "innovations in architecture and interior design." The net worth of the foundation exceeded the net worth of the much better known Bill & Melinda Gates Foundation (now the largest private foundation in the world) for a period. However, most of the Group's profit is spent on investment.
IKEA is involved in several international charitable causes, particularly in partnership with UNICEF, including:
IKEA also supports American Forests to restore forests and reduce pollution.
In September 2005, IKEA Social Initiative was formed to manage the company's social involvement on a global level. IKEA Social Initiative is headed by Marianne Barner.
The main partners of IKEA Social Initiative are UNICEF and Save the Children.
On 23 February 2009, at the ECOSOC event in New York, UNICEF announced that IKEA Social Initiative has become the agency's largest corporate partner, with total commitments of more than US$180 million (£281,079,000).
Examples of involvements:
In 2009, Sweden's largest television station, SVT, revealed that IKEA's money—the three per cent collection from each store—does not actually go to a charitable foundation in the Netherlands, as IKEA has said. Inter IKEA is owned by a foundation in Liechtenstein, called Interogo, which has amassed $12 billion (£18 billion), and is controlled by the Kamprad family.
IKEA publishes an annual catalogue, first published in Swedish in 1951. IKEA published 197 million catalogues in 2010, in twenty languages and sixty-one editions. It is considered to be the main marketing tool of the retail giant, consuming 70% of the company's annual marketing budget.
The catalogue is distributed both in stores and by mail, with most of it being produced by IKEA Communications AB in IKEA's hometown of Älmhult, Sweden where IKEA operates the largest photo studio in northern Europe at . The catalogue itself is printed on chlorine-free paper of 10–15% post-consumer waste, and prints approximately 175 million copies worldwide annually, more than 3 times as much as the Bible.
In 2009, IKEA changed the typeface used in its catalogue from Futura to Verdana, igniting a controversy nicknamed "Verdanagate". In 2019, the company switched fonts again, adopting IKEA Noto Sans as its official corporate typeface, including its catalogue. The typeface is a modified version of Google’s open-source font Noto Sans.
The 2013 catalogue is smartphone compatible, containing videos and photo galleries that can be accessed via an app by scanning the catalogue's pages, while the 2014 catalogue incorporates an augmented reality app that projects an item into a real-time photograph image of the user's room. The augmented reality app also provides an indication of the scale of IKEA objects in relation to the user's living environment.
In May 2017, IKEA introduced an online shopping interactive catalog, as a shopping virtual-assistant intelligent user interface web application, developed by the software house Netguru.
In 1994, IKEA ran a commercial in the United States widely thought to be the first to feature a homosexual couple; it aired for several weeks before being pulled after calls for a boycott and a bomb threat directed at IKEA stores. Other IKEA commercials appeal to the wider LGBTQ community, one featuring a transgender woman.
In 2002, the inaugural television component of the "Unböring" campaign, titled "Lamp", went on to win several awards, including a Grand Clio, Golds at the London International Awards and the ANDY Awards, and the Grand Prix at the Cannes Lions International Advertising Festival, the most prestigious awards ceremony in the advertising community.
IKEA launched a UK-wide "Home is the Most Important Place in the World" advertising campaign in September 2007 using estate agent signs with the term "Not For Sale" written on them as part of the wider campaign. After the campaign appeared in the Metro newspaper London the business news website www.mad.co.uk remarked that the IKEA campaign had amazing similarities with the marketing activity of UK home refurbishment company Onis living who had launched its own Not For Sale advertising campaign two years prior and was awarded the Interbuild 2006 Construction Marketing Award for the best campaign under £25,000.
A debate ensued between Fraser Patterson, Chief Executive of Onis and Andrew McGuinness, partner at Beattie McGuinness Bungay (BMB), the advertising and PR agency awarded the £12m IKEA account. The essence of the debate was that BMB claimed to be unaware of Onis's campaign as Onis was not an advertising agency. Onis's argument was that its advertising could be seen in prominent landmarks throughout London, having been already accredited, showing concern about the impact IKEA's campaign would have on the originality of its own. BMB and IKEA subsequently agreed to provide Onis with a feature page on the IKEA campaign site linking through to Onis's website for a period of 1 year.
In 2008, IKEA paired up with the makers of video game "The Sims 2" to make a stuff pack called "IKEA Home Stuff", featuring many IKEA products. It was released on 24 June 2008 in North America and 26 June 2008 in Europe. It is the second stuff pack with a major brand, the first being "The Sims 2 H&M Fashion Stuff".
IKEA took over the title sponsorship of Philadelphia's annual Thanksgiving Day parade in 2008, replacing Boscov's, which filed for bankruptcy in August 2008.
In November 2008, a subway train decorated in IKEA style was introduced in Novosibirsk, Russia. Four cars were turned into a mobile showroom of the Swedish design. The redesigned train, which features colourful seats and fancy curtains, carried passengers until 6 June 2009.
In 2008–2009, Oyster cards (the ticket-free system for the London Underground) were issued with IKEA-branded wallets. IKEA also sponsored the tube map.
In January 2009, just before the new store opened in Southampton, of Red Funnel was re-painted in an entirely yellow and blue livery to celebrate the opening of the new IKEA store in Southampton. This is the first time a Red Funnel ferry has been re-painted out of its own red and white colour scheme. It stayed in these colours for 12 months as part of a deal between Red Funnel and IKEA to provide home delivery services to the Isle of Wight. It was repainted with Red Funnel's red and white livery when the deal ended in January 2010.
In March 2010, IKEA developed an event in four important Metro stations in Paris, in which furniture collections are displayed in high-traffic spots, giving potential customers a chance to check out the brand's products. The Metro walls were also filled with prints that showcase IKEA interiors.
In September 2010, IKEA launched an advertisement for UK and Ireland called "Happy Inside" which had 100 cats lying on IKEA furniture in the flagship IKEA store in Wembley, London.
In April 2011, an advertising campaign was launched aiming at discovering whether men or women are messier in the home. Created by Mother, the campaign will begin with a TV advert shot in front of a live audience, featuring four stand-up comedians, two men and two women, debating which gender is messier. The idea behind the campaign is that domestic clutter leads to arguments, and thus to an unhappy home, a conflict that IKEA wants to show can be avoided with better storage. Viewers will be directed to a new Facebook page for the brand, where they are able to vote on who they believe is messier, and submit evidence using videos and photos through an app created especially for the campaign. Meanwhile, online display banners will allow other users the opportunity to vote, with online adverts promoting IKEA products demonstrating the problems confronting people, and offering solutions.
In 2016, in conjunction with Stockholm ad agency Åkestam Holst, IKEA released the "Where Life Happens" video campaign. The series focused on taboo issues like divorce and adoption, and was filmed in a non-traditional 4:3 aspect ratio. The campaign won an Epica gold award in Amsterdam.
In September 2017, IKEA launched the "IKEA Human Catalogue" campaign in which memory champion Yanjaa Wintersoul memorized all 328 pages of the catalogue in minute detail in just a week before its launch. To prove the legitimacy and accuracy of the campaign, live demonstrations were held at press conferences in IKEA stores across Malaysia, Singapore, Thailand as well as a Facebook Live event held at the Facebook Singapore headquarters and talk show demonstrations in the US with Steve Harvey among others. The advertising campaign was hugely successful winning numerous industry awards including the Webby award 2018 for best social media campaign, an Ogilvy award and is currently a contender for the Cannes Lions 2018.
In 2018, Evelina Rönnung and Hugo Wallmo were honoured for their work with Åkestam Holst on "Where Life Happens". A print ad for Sundvik cribs used pregnancy test technology developed by Mercene Labs, which allowed a woman to get a discount if the ad revealed she was pregnant. The work by Mercene Labs went on to have other uses in the medical field.
In common with some other retailers, IKEA launched a loyalty card called "IKEA Family". The card is free of charge and can be used to obtain discounts on certain products found in-store. It is available worldwide. In conjunction with the card, IKEA also publishes and sells a printed quarterly magazine titled "IKEA Family Live" which supplements the card and catalogue. The magazine is already printed in thirteen languages and an English edition for the United Kingdom was launched in February 2007. It is expected to have a subscription of over 500,000.
On 12 September 2017, IKEA announced the augmented reality app, IKEA Place, following by Apple's release of its ARkit technology and iOS 11. IKEA Place helps consumers to visualize true to scale IKEA products into real environment.
IKEA's goals of sustainability and environmental design in its merchandise have sometimes been at odds with the impact a new IKEA store can have on a community. In particular, the size of proposed IKEA stores has often seen significant opposition from members of such communities. The following are a list of issues which have received negative media attention, both regarding the size of IKEA's stores and other controversies:
IKEA has been criticised by Citytv in Canada for charging up to twice as much in their Canadian stores as for the same items sold in their American stores, despite the Canadian dollar reaching parity with the U.S. dollar.
Within the days after the launch of the South Korean edition of the official website, complaints arose from a group of consumers on IKEA's pricing policy in the country: the prices of certain products were higher than other countries. On 24 November 2014, Jang Duck-jin, head of the Fair Trade Commission's consumer policy bureau, told the media that the commission was planning to commission a consumer group to compare IKEA's product prices by country, and on 19 March 2015, the Consumers Union of Korea published a report comparing the prices of 49 IKEA products in South Korea and other countries.
In February 2013, IKEA announced it had pulled 17,000 portions of Swedish meatballs containing beef and pork from stores in Europe after testing in the Czech Republic found traces of horsemeat in the product. The company removed the Swedish meatballs from store shelves on 25 February 2013, but only made the announcement public after Swedish newspaper Svenska Dagbladet uncovered what happened. In a March 2013 media report, an IKEA representative stated that the corporation had forced Familjen Dafgård, its main meatball supplier, to cease business with 8 of its 15 suppliers and would reduce the number of purchasing countries. The offending meat was traced to a Polish abattoir.
In July 2015, IKEA, with the U.S. Consumer Product Safety Commission, through the company's Safer Homes Together advertising campaign, issued a warning in the United States, the United Kingdom, and Ireland to customers to secure the Malm chests of drawers and wardrobes firmly to the wall using free kits distributed by the company, after two deaths of young children in the U.S. in February and June 2014 when the furniture pieces tipped over on them. There were three other deaths, from 1989, from other, similar appliance models tipping over and 14 incidents of Malm chests tipping over, resulting in four injuries. The company sent out free kits on request for customers to anchor the furniture to the wall. In June 2016, after a third toddler died in the U.S., IKEA recalled all Malm dressers as well as several similar models which posed a tipping danger if not secured to the wall with the supplied kit. On 12 July 2016, bowing to two weeks of rising pressure in China, IKEA announced that it was extending this recall to that country, which – along with Europe – was initially excluded from the recall. Over 29 million dressers have been recalled. IKEA has settled wrongful death lawsuits for over $50 million in compensation to the families of the three children who were killed.
In 2019 a Polish IKEA employee protested against the company obligatory program supporting sexual minorities and requiring reporting fellow employees to denounce its infractions: "Włączenie LGBT+ jest obowiązkiem każdego z nas" (Inclusion of LGBT+ is a duty for everyone). He protested in the company Intranet, alleging religious discrimination and quoting Old and New Testament (e.g. Mat 18:6). He was promptly fired. His case was taken by the Polish Minister of Justice, who criticized it in strong terms, and the Equal Rights Commissioner. Thousands of supporters including lawyers signed the supporting petition and some politicians, including the deputy minister of Justice called for a boycott of IKEA. Some weeks later, a controversial "Pro-Life Foundation" started to picket IKEA shops accusing them of promoting homosexuality and pedophilia.
In 2014, documents were found at the Securitate archives in Bucharest which indicated that IKEA's open purchase of Romanian lumber throughout the 1980s was part of a complex scheme (codenamed "Scandinavica") to fund the Securitate and allow the accumulation of foreign currency: the Romanian lumber company Tehnoforestexport would regularly overcharge IKEA, transfer the overpayments into private Securitate bank accounts, wait for interest to accrue, and then reimburse IKEA the principal. IKEA has denied complicity in Scandinavica but has begun an internal investigation to learn more.
In 2017 a French journalist team made discoveries of 200-year-old trees being made to particle board in their sub-supplier Kronospan's factory in Sebeș, Romania. Kronospan delivers particle board to Ecolor, who produces among others, the Brimnes-shelf for IKEA. Mikhail Tarasov, IKEAs Global Forestry Manager answered in an interview that the only thing they ask their suppliers for is using particle board in their furniture, nothing else. Romania has enormous troubles with illegal logging, with official numbers saying more than half of what is logged in the country is done illegally. IKEA have no transparency regarding their supply chain and questions regarding where they source their furniture and wood is considered classified.
Stockholm daily newspaper, Expressen report on Ingvar Kamprad past involvement with Swedish pro-Nazi groups as one of the member's archives revealed his name.
The archives showed Mr. Kamprad had attended a number of meetings and had befriended a leading extremist, Per Engdahl, starting in 1945 and extending well into the 1950s. The newspaper printed more details, including the text of a 1950 note from Mr. Kamprad to Mr. Engdahl in which Mr. Kamprad said he was proud to be involved with the groups. In Kamprad's replies, he denied he ever was a formal member of the rightist groups and said he was drawn to Mr. Engdahl's vision of a non-Communist, Socialist Europe. He also mentioned that his activities during that time "a part of my life which I bitterly regret."
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https://en.wikipedia.org/wiki?curid=14751
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Jonathan Meades
Jonathan Turner Meades (born 21 January 1947) is an English writer and film-maker, primarily on the subjects of place, culture, architecture and food. His work spans journalism, fiction, essays, memoir and over fifty highly idiosyncratic television films, and has been described as "brainy, scabrous, mischievous," "iconoclastic" and possessed of "a polymathic breadth of knowledge and truly caustic wit".
His latest film, "Franco Building with Jonathan Meades", aired on BBC Four in August 2019 and is the fourth instalment in a series on the architectural legacy of 20th-century European dictators. A new anthology of uncollected writing from the last thirty years, "Pedro and Ricky Come Again," is currently crowdfunding at Unbound.
He has described himself as a "cardinal of atheism" and is both an Honorary Associate of the National Secular Society and a Patron of Humanists UK.
Jonathan Meades was born in Salisbury, Wiltshire, the only child of John William Meades, a biscuit company sales rep, and Margery Agnes Meades ("née" Hogg), a primary school teacher. The family lived in an "unbelievably cramped" terraced, thatched cottage in the East Harnham area of the city and Meades was educated until the age of 13 at the nearby Salisbury Cathedral School, within Salisbury Cathedral Close.
He discovered a fascination for place and the built environment whilst accompanying his father on sales trips during school holidays; he would be left unattended and free to explore while the elder Meades conducted his business with the grocer. This later developed into a full-blown passion for architecture following a visit to Edwin Lutyens' Marsh Court on a school cricket trip at the age of 13. He also developed an early love of France on the frequent trips which his family took there, made possible by his Francophile mother's father, who worked for Southern Railway, the company which ran the Saint-Malo and Le Havre ferries.
In 1960 he was sent as a boarder to King's College, Taunton, which he has described as "a dim, backward, muscular Christian boot camp". He later "walked out" of the school and was sent instead to a crammer in London, where he lodged with the painter Vivien White, daughter of Augustus John.
After a year at the University of Bordeaux and unsure of what to do next, he decided to become an actor after a chance meeting with Charles Collingwood and trained at the Royal Academy of Dramatic Art (RADA) from 1966 to 1969. His contemporaries there included Robert Lindsay, David Bradley, Stephanie Beacham, Michael Kitchen and Richard Beckinsale. He later described it as a "Sandhurst for chorus boys" where students were "martially drilled," teaching them the value of discipline, craft and technique.
Although he ultimately decided against joining the acting profession, the training which he received would prove essential in his later television career, as would his extra-curricular interest in French New Wave cinema, in particular the work of Jean-Pierre Melville and Alain Robbe-Grillet. His regular Sunday pastime of exploring the capital with his "Pevsner Architectural Guide" would also benefit him later. On leaving RADA, he was told by the Principal, Hugh Cruttwell, that he might as well abandon acting until he reached middle age, at which point he might become an interesting character actor. When the two met again decades later, after Meades had established himself on television, Cruttwell joked that he hadn't realised that the character would be called "Jonathan Meades".
Following a period as a freelance designer and copywriter, Meades began writing for the now-defunct literary magazine "Books & Bookmen" in 1971, setting him on a career as a journalist and critic. In 1973 he reviewed a V&A exhibition on Victorian architecture for the magazine, igniting a passion for the style and prompting him to explore even more of London than he had to date. Using the unlimited travel afforded by Red Rover bus passes, he rode on random buses for exactly 20 minutes and then got off, no matter where he was.
After leaving "Books and Bookmen" in 1975 he wrote for the sex education magazine "Curious" and joined the staff of "Time Out", then became "The Observer"'s TV critic in 1977. This led to the publication of his first book, "This Is Their Life", an A to Z of TV star biographies with an introduction by Mike Yarwood. He moved to "Architects' Journal" in 1979 and around this time worked on another book, "The Illustrated Atlas of the World's Great Buildings", with Philip Bagenal.
In 1981 he became the editor of Richard Branson's short-lived listings magazine "Event", then from 1982 was the features editor of "Tatler". It was here that he first had the opportunity to write about food, filling in as restaurant critic after Julian Barnes resigned, using the pseudonym "John Beaver". He was also invited to contribute to the bi-monthly restaurant magazine "À la Carte" at around this time. In 1986 he was offered the job of restaurant critic at "The Times", replacing comedy writer Stan Hey, and was a great success, taking the job more seriously than his predecessor and winning Best Food Journalist at the 1986, 1990, 1996 and 1999 Glenfiddich Awards.
Despite his success, he often tired of the repetitive nature of the job and threatened to leave several times. The paper responded by increasing his salary. He finally quit in around 2000, having been pronounced morbidly obese by his doctor: he had put on around five pounds per year, or one ounce per meal, during his tenure. He then managed to lose a third of his body weight over the course of the following twelve months using a strict diet of protein and citrus. He remained with "The Times" as a columnist until 2005.
In the years since, he has done less journalism, but has contributed essays and reviews to numerous publications including the "New Statesman", "The Independent", "The Guardian", "The Spectator", "The Daily Telegraph", "The Times Literary Supplement", and many others.
In 1982, "Harpers & Queen" published three short stories which Meades had written about "rural lowlife". These, along with four more, were collected in 1984 as "Filthy English", his first volume of fiction. Andrew Billen of the "London Evening Standard" later described them as "bucolic horror stories". A few more stories appeared in his first anthology of journalism and essays, 1989's "Peter Knows What Dick Likes", the title of which is a reference to the supposed superiority of male-on-male fellatio.
He contributed to the screenplay of the 1992 French-Italian adventure film "L'Atlantide", directed by Bob Swaim, and also wrote three unproduced screenplays in the 1980s and '90s: "Millie's Problem" (1985), "The Side I Dressed On" (1987) and "The Brute's Price" (1996).
His first novel, "Pompey", was published in 1993. A dark, epic family saga centred around the titular city of Portsmouth, it was widely praised and favourably compared to Sterne, Scarfe, Steadman, Nabokov and Joyce, amongst other "great stylists". On its 2013 reissue, Matthew Adams wrote in "The Independent", "Where his first collection of stories, "Filthy English", achieved the distinction of covering in aggressively vivid prose the disciplines of murder, addiction, incest and bestial pornography, "Pompey" exhibits an even greater concentration of his aptitude for squalor [...] by the end of the opening two pages, which must rank among the most startling affirmations of omniscience in 20th-century literature, the reader has met with an arresting injunction: "After using this book please wash your hands.""
A second novel, "The Fowler Family Business", followed in 2002. A tale of suburban sexual deceit in the funeral trade, it was described by the "London Evening Standard" as "hilarious and very black". An anthology of his food journalism, "Incest and Morris Dancing: A Gastronomic Revolution", was published in the same year.
In a 2010 interview with "The Arts Desk", he revealed that he was working on a third novel.
An anthology of journalism, essays and TV scripts on the built environment, "Museum Without Walls", was published by the crowdfunded imprint Unbound in 2012.
Meades' memoir of his childhood in the 1950s and early 1960s, "An Encyclopaedia of Myself", was published in May 2014. It was long-listed for that year's Samuel Johnson Prize and won Best Memoir in the Spear's Book Awards 2014. Roger Lewis of the "Financial Times" said of the work that "If this book is thought of less as a memoir than as a symphonic poem about post-war England and Englishness – well, then it is a masterpiece."
In 2015, the publisher and record label Test Centre released a spoken word vinyl album by Meades entitled "Pedigree Mongrel", consisting of readings from "Pompey", "Museum Without Walls", "An Encyclopaedia of Myself" and unpublished fiction, combined with soundscapes created by Mordant Music. The sleeve of the album featured photography by Meades, including an abstract self-portrait on the front cover.
A book of "borrowed" recipes, "The Plagiarist in the Kitchen", was published by Unbound in 2017. According to Meades, it is "devoted to the idea that you shouldn't try and invent anything in the kitchen, just rely on what has already been done [...] I hate the idea of experimental cookery, but I like the idea of experimental literature.
In March 2018, Unbound launched a funding campaign for a new anthology of uncollected journalism and essays entitled "Pedro and Ricky Come Again". It is described as "the best of three decades of Jonathan Meades" and as the sequel to "Peter Knows What Dick Likes".
"Isle of Rust", a collaboration with the photographer Alex Boyd featuring text based on Meades' script for his 2009 film about Lewis and Harris, was published by Luath Press in 2019.
Meades' first foray into television was in 1985: a short film on the art and architecture of Barcelona for the BBC Two arts magazine programme "Saturday Review". His first major project was the 1987 six-part Channel 4 architectural documentary series "The Victorian House". This contained many stylistic similarities to his other work, but the producer of the series, John Marshall, received the sole writing credit and it was not a happy experience for Meades. He would be credited as the sole author of all his subsequent work.
His next series was "Abroad in Britain", broadcast on BBC Two in 1990. It featured five irreverent, "slightly bonkers" films which explored unusual and neglected aspects of the built environment: informal plotland dwellings along the Severn Valley, nautical culture around the Solent and architectural forms associated with Utopianism, bohemians and the military. Each episode was introduced by Meades as being "devoted to the proposition that the exotic begins at home." The series was influenced by the work of architectural critic Ian Nairn and French New Wave film director Alain Robbe-Grillet, and it cemented Meades' uniquely incongruous on-screen persona: dark glasses, dark suits, inscrutable, didactic delivery and dense, mordant language peppered with gags and surreal interludes. Rachel Cooke of "The Guardian" later described his TV persona as "pugnacious, sardonic and seemingly super-confident", while noting the RADA training and that it was "not the real Jonathan Meades, who is an altogether more diffident and shy character [...] except when drunk". The series spawned four sequels: "Further Abroad" (1994), "Even Further Abroad" (1997), "Abroad Again in Britain" (2005) and "Abroad Again" (2007), along with several other series and stand-alone films, the majority of which have been archived on the website "MeadesShrine".
Preferring to be thought of as a performer rather than as a presenter, Meades has described his style as "heavy entertainment"; "staged essays" which seek to combine "lecture hall" and "music hall", Geoffrey Hill and Benny Hill.
The 1998 film "Heart By-Pass" looked affectionately at Birmingham; particularly at how its architecture, transport system and ethnic mix have changed since the 1960s. It featured the music of many of the city's best-known '60s and '70s rock bands such as The Moody Blues, The Move, Traffic, Black Sabbath and ELO.
He made two films on the architectural historian Nikolaus Pevsner. The first, in 1998, was the Worcestershire episode of the series "Travels with Pevsner", in which noted writers followed his guide books on particular counties. The second, in 2001, was a biography entitled "Pevsner Revisited".
Meades made two other stand-alone films which aired earlier in 2001: "Victoria Died in 1901 and is Still Alive Today" examined the other-worldly legacy of Victorian architecture and culture one hundred years on, set to a soundtrack of late 1960s psychedelic rock by artists such as The Velvet Underground, The Kinks and Pink Floyd, while "suRREAL FILM" (or "tvSSFBM EHKL", the letters of the title moved forwards then backwards) sought to expound on surrealism in a manner befitting the subject, and reflected on, "inter alia", the fact that Meades had recently lost a considerable amount of weight. Both films featured the comic actor Christopher Biggins, notably as Queen Victoria herself, and were the first of Meades' films to be directed by Francis Hanly, who would go on to be his main collaborator, directing and shooting virtually all of his films from 2008 onwards.
A three-part series on food culture, "Meades Eats", aired on BBC Four in 2003, again featuring Biggins and Hanly. The episodes dealt with fast food, the notion of a gastronomic revolution in the UK and with the ever-increasing influence of immigrant cuisines.
The 2008 two-part BBC Four film "Jonathan Meades: Magnetic North" celebrated the culture of Northern Europe, examining why the North suffers in the British popular imagination in comparison with the South. Meades travelled from the slag heaps of northern France to Belgian cities, the red-light district of Hamburg, Gdańsk, the Baltic States and finally Helsinki, musing on the architecture, food and art of the places he visited. Writing in "The Daily Telegraph", James Walton praised the programme as "Sparkling, thought-provoking, constantly challenging the accepted view, Meades seemed at times inspired, at others deranged. The only thing he never was, thank heaven, was obvious."
A 9-DVD box set collecting all of his BBC work to date was planned for release in April 2008, but was reduced to a 3-disc anthology due to the expense of licensing the music used in the programmes. Much of the carefully chosen popular music used in the original edits was replaced by library music, and the more music-dependent films such as "Surreal Film", "Victoria Died in 1901" and "Heart By-Pass" were not included.
In 2009, Meades toured Scotland in a three-part BBC Four series entitled "Jonathan Meades: Off Kilter". He visited Aberdeen, Lewis and Harris (the 'Isle of Rust') and the less-renowned footballing towns of south-west Fife, Clackmannanshire and Falkirk, guided by his foul-mouthed 'ScotNav'.
In 2012, BBC Four screened "Jonathan Meades on France", a series in which he explored his "second country". The first episode, "Fragments of an Arbitrary Encyclopaedia", focused on the Lorraine region, using a miscellany of words beginning with the letter V. The second episode, "A Biased Anthology of Parisian Peripheries", focused on Frenchness and its major traits. The series concluded with "Just a Few Debts France Owes to America".
The 2013 film "The Joy of Essex" examined that county's little-known history of utopian communities.
A two-part series on Brutalist architecture, "Bunkers, Brutalism and Bloodymindedness: Concrete Poetry", aired in 2014.
In a 2017 interview with "The Guardian", Meades quoted his director, Francis Hanly, on how their production budgets had declined over the years: "We used to be a convoy, now we are a Smart car". In a 2008 interview with "The Independent", he indicated that the blame for this lay mostly with former BBC Two controller Jane Root.
"Jonathan Meades on Jargon" aired on BBC Four in May 2018. The BBC Four website described it as a "provocative television essay" which "dissects politics, the law, football commentary, business, the arts, tabloid-speak and management consultancy to show how jargon is used to cover up, confuse and generally keep us in the dark." "The Guardian" described it as "blisteringly brutal, clever and hilarious," while "The Times" also declared Meades to be "on blistering form."
Over a period of 25 years, Meades has written and presented four films on the architectural legacy of 20th-century European dictators, the latest of which, "Franco Building with Jonathan Meades", looking at Franco's Spain, aired in August 2019. The previous instalments were "Jerry Building" (Nazi Germany, 1994), "Joe Building" (Joseph Stalin's Soviet Union, 2006) and "Ben Building" (Benito Mussolini's Italy, 2016).
Meades entered the world of photography with the 2013 collection "Pidgin Snaps". Published by Unbound as a "boxette" of 100 postcards, it featured mostly abstract digital work. It was followed in April 2016 by an exhibition entitled "Ape Forgets Medication: Treyfs and Artknacks" at the Londonewcastle Project in Shoreditch, London. A second exhibition, "After Medication: Random Treyfs and Artknacks" was held in October 2017 at 108 Fine Art, Harrogate.
Meades has been married three times and has four daughters from his first two marriages. In 1980 he married Sally Brown, director of the British Theatre Association, and the couple had twins. His second wife was Frances Bentley, managing editor of "Vogue", whom he married in 1988. They had two daughters and divorced in 1997. In 2003 he married his girlfriend Colette Forder, a colleague from "The Times". In around 2007, the couple sold their penthouse flat on Tyers Gate, off Bermondsey Street, Southwark, where they had lived for 10 years, and moved to a converted mill near Bordeaux. Discovering that they found country life boring, they then moved to Marseille in around 2011, where they live in Le Corbusier's Unité d'habitation apartment block.
During his time at RADA, he became friends with the painter Duggie Fields, whose flatmate was the former Pink Floyd singer, songwriter and guitarist Syd Barrett. He was also friendly with Aubrey "Po" Powell, co-founder of the graphic design company Hipgnosis, most famous for its Pink Floyd album covers. He has described himself as "a hanger-on to the hangers-on" around the band and has admitted to taking LSD three times, describing it as "the only remotely interesting drug".
Meades was called "the best amateur chef in the world" by Marco Pierre White. He taught himself to cook as a young man using "Mastering the Art of French Cooking" (1961, 1970), by Simone Beck, Louisette Bertholle and Julia Child.
He is a football fan and supports Southampton F.C.
He has been a member of Soho's Groucho and Academy clubs.
He won the first ever episode of the BBC's "Celebrity Mastermind", broadcast in December 2002. His specialist subject was English Architecture, 1850–2002.
In the autumn of 2016, he was rushed to hospital and underwent five hours of cardiac surgery. Earlier in the year he had suffered from pleurisy and an embolism.
All films written and presented by Jonathan Meades, except "The Victorian House", written by John Marshall.
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https://en.wikipedia.org/wiki?curid=16135
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Joe Pass
Joe Pass (born Joseph Anthony Jacobi Passalaqua; January 13, 1929 – May 23, 1994) was an American jazz guitarist of Sicilian descent. He is considered one of the greatest jazz guitarists of the 20th century. He created possibilities for jazz guitar through his style of chord-melody, his knowledge of chord inversions and progressions, and his use of walking basslines and counterpoint during improvisation. Pass worked often with pianist Oscar Peterson and vocalist Ella Fitzgerald.
Born in New Brunswick, New Jersey,
As early as 14, Pass started getting jobs performing. He played with bands led by Tony Pastor and Charlie Barnet, honing his guitar skills while learning about the music business. He began traveling with small jazz groups and moved from Pennsylvania to New York City. Within a few years he had developed an addiction to heroin, and spent much of the 1950s in prison. He eventually recovered after a two-and-a-half-year stay in the Synanon rehabilitation program. During that time he "didn't do a lot of playing".
Pass recorded a series of albums during the 1960s for Pacific Jazz Records, including "Catch Me," "12-String Guitar," "For Django," and "Simplicity." In 1963, he received "Downbeat" magazine's New Star Award.
He was also played on Pacific Jazz recordings by Gerald Wilson, Bud Shank, and Les McCann. He toured with George Shearing in 1965. During the 1960s, he did mostly TV and recording session work in Los Angeles.
Norman Granz, the producer of Jazz at the Philharmonic and the founder of Verve Records, signed Pass to Pablo Records in December of 1973. In 1974, Pass released his solo album "Virtuoso" on Pablo. Also in 1974, Pablo released the album "The Trio" with Pass, Oscar Peterson, and Niels-Henning Ørsted Pedersen. He performed with them on many occasions throughout the 1970s and 1980s. At the Grammy Awards of 1975, "The Trio" won the Grammy Award for Best Jazz Performance by a Group. As part of the Pablo roster, Pass recorded with Benny Carter, Milt Jackson, Herb Ellis, Zoot Sims, Duke Ellington, Dizzy Gillespie, Ella Fitzgerald, and Count Basie.
Pass and Ella Fitzgerald recorded six albums together on Pablo toward the end of Fitzgerald's career: "Take Love Easy" (1973), "Fitzgerald and Pass... Again" (1976), "Hamburg Duets - 1976" (1976), "Sophisticated Lady" (1975, 1983), "Speak Love" (1983), and "Easy Living" (1986).
In 1994, Joe Pass died from liver cancer in Los Angeles, California at the age of 65. Before his death, he recorded an album of Hank Williams songs with country guitarist Roy Clark.
Speaking about "Nuages: Live at Yoshi's, Volume 2," Jim Ferguson wrote:
The follow up to 1993's "Joe Pass & Co. Live at Yoshi's," this release was colored by sad circumstances: both bassist Monty Budwig and Pass were stricken with fatal illnesses. Nevertheless, all concerned, including drummer Colin Bailey and second guitarist John Pisano, play up to their usual high levels...Issued posthumously, this material is hardly sub-standard. Bristling with energy throughout, it helps document the final stages in the career of a player who, arguably, was the greatest mainstream guitarist since Wes Montgomery.
"New York" magazine said of him, "Joe Pass looks like somebody's uncle and plays guitar like nobody's business. He's called 'the world's greatest' and often compared to Paganini for his virtuosity. There is a certain purity to his sound that makes him stand out easily from other first-rate jazz guitarists."
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https://en.wikipedia.org/wiki?curid=16139
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Jazz guitar
The term jazz guitar may refer to either a type of electric guitar or to the variety of guitar playing styles used in the various genres which are commonly termed "jazz". The jazz-type guitar was born as a result of using electric amplification to increase the volume of conventional acoustic guitars.
Conceived in the early 1930s, the electric guitar became a necessity as jazz musicians sought to amplify their sound to be heard over loud big bands. When guitarists in big bands only had acoustic guitars, all they could do was play chords; they could not play solos because the acoustic guitar is not a loud instrument. Once guitarists switched from acoustic guitar to semi-acoustic guitar and began using guitar amplifiers, it made the guitar much easier to hear, which enabled guitarists to play guitar solos. Jazz guitar had an important influence on jazz in the beginning of the twentieth century. Although the earliest guitars used in jazz were acoustic and acoustic guitars are still sometimes used in jazz, most jazz guitarists since the 1940s have performed on an electrically amplified guitar or electric guitar.
Traditionally, jazz electric guitarists use an archtop with a relatively broad hollow sound-box, violin-style f-holes, a "floating bridge", and a magnetic pickup. Solid body guitars, mass-produced since the early 1950s, are also used.
Jazz guitar playing styles include "comping" with jazz chord voicings (and in some cases walking bass lines) and "blowing" (improvising) over jazz chord progressions with jazz-style phrasing and ornaments. Comping refers to playing chords underneath a song's melody or another musician's solo improvisations. When jazz guitar players improvise, they may use the scales, modes, and arpeggios associated with the chords in a tune's chord progression and elements of the tune's melody.
The stringed, chord-playing rhythm can be heard in groups which included military band-style instruments such as brass, saxes, clarinets, and drums, such as early jazz groups. As the acoustic guitar became a more popular instrument in the early 20th century, guitar-makers began building louder guitars which would be useful in a wider range of settings.
The Gibson L5, an acoustic archtop guitar which was first produced in 1923, was an early “jazz”-style guitar which was used by early jazz guitarists such as Eddie Lang. By the 1930s, the guitar began to displace the banjo as the primary chordal rhythm instrument in jazz music, because the guitar could be used to voice chords of greater harmonic complexity, and it had a somewhat more muted tone that blended well with the upright bass, which, by this time, had almost completely replaced the tuba as the dominant bass instrument in jazz music.
During the late 1930s and through the 1940s—the heyday of big band jazz and swing music—the guitar was an important rhythm section instrument. Some guitarists, such as Freddie Green of Count Basie’s band, developed a guitar-specific style of accompaniment. Few of the big bands, however, featured amplified guitar solos, which were done instead in the small combo context. The most important jazz guitar soloists of this period included the Manouche virtuoso Django Reinhardt, Oscar Moore who was featured with Nat “King” Cole’s trio, and Charlie Christian of Benny Goodman's band and sextet, who was a major influence despite his early death at 25.
It was not until the large-scale emergence of small combo jazz in the post-WWII period that the guitar took off as a versatile instrument, which was used both in the rhythm section and as a featured melodic instrument and solo improviser. In the hands of George Barnes, Kenny Burrell, Herb Ellis, Barney Kessel, Jimmy Raney, and Tal Farlow, who had absorbed the language of bebop, the guitar began to be seen as a “serious” jazz instrument. Improved electric guitars such as Gibson’s ES-175 (released in 1949), gave players a larger variety of tonal options. In the 1940s through the 1960s, players such as Wes Montgomery, Joe Pass, and Jim Hall laid the foundation of what is now known as "jazz guitar" playing.
As jazz-rock fusion emerged in the early 1970s, many players switched to the more rock-oriented solid body guitars. Other jazz guitarists, like Grant Green and Wes Montgomery, turned to applying their skills to pop-oriented styles that fused jazz with soul and R&B, such as soul jazz-styled organ trios. Younger jazz musicians rode the surge of electric popular genres such as blues, rock, and funk to reach new audiences. Guitarists in the fusion realm fused the post-bop harmonic and melodic language of musicians such as John Coltrane, McCoy Tyner, Ornette Coleman, and Miles Davis with a hard-edged (and usually very loud) rock tone created by guitarists such as Cream's Eric Clapton who had redefined the sound of the guitar for those unfamiliar with the black blues players of Chicago and, before that, the Delta region of the Mississippi upon whom his style was based. With John Mayall's Bluesbreakers, Clapton turned up the volume on a sound already pioneered by Buddy Guy, Freddie King, B.B. King and others that was fluid, with heavy finger vibratos, string bending, and speed through powerful Marshall amplifiers.
Fusion players such as John McLaughlin adopted the fluid, powerful sound of rock guitarists such as Clapton and Jimi Hendrix. McLaughlin was a master innovator, incorporating hard jazz with the new sounds of Clapton, Hendrix, Beck and others. McLaughlin later formed the Mahavishnu Orchestra, an historically important fusion band that played to sold out venues in the early 1970s and as a result, produced an endless progeny of fusion guitarist. Guitarists such as Pat Martino, Al Di Meola, Larry Coryell, John Abercrombie, John Scofield and Mike Stern (the latter two both alumni of the Miles Davis band) fashioned a new language for the guitar which introduced jazz to a new generation of fans. Like the rock-blues icons that preceded them, fusion guitarists usually played their solid body instruments through stadium rock-style amplification, and signal processing "effects" such as simulated distortion, wah-wah, octave splitters, compression, and flange pedals. They also simply turned up to full volume in order to create natural overdrive such as the blues rock players.
By the early 1980s, the radical experiments of early 1970s-era fusion gave way to a more radio-friendly sounds of smooth jazz. Guitarist Pat Metheny mixed the sounds of blues, country, and “world” music, along with rock and jazz, playing both a flat-top acoustic guitar and an electric guitar with a softer, more mellow tone which was sweetened with a shimmering effect known as “chorusing". During the 1980s, a neo-traditional school of jazz sought to reconnect with the past. In keeping with such an aesthetic, young guitarists of this era sought a clean and round tone, and they often played traditional hollow-body arch-top guitars without electronic effects, frequently through vacuum tube amplifiers.
As players such as Bobby Broom, Peter Bernstein, Howard Alden, Russell Malone, and Mark Whitfield revived the sounds of traditional jazz guitar, there was also a resurgence of archtop luthierie (guitar-making). By the early 1990s many small independent luthiers began making archtop guitars. In the 2000s, jazz guitar playing continues to change. Some guitarists incorporate a Latin jazz influence, acid jazz-style dance club music uses samples from Wes Montgomery, and guitarists such as Bill Frisell continue to defy categorization.
While jazz can be played on any type of guitar, from an acoustic instrument to a solid-bodied electric guitar such as a Fender Stratocaster, the full-depth archtop guitar has become known as the prototypical "jazz guitar." Archtop guitars are steel-string acoustic guitars with a big soundbox, arched top, violin-style f-holes, a "floating bridge" and magnetic or piezoelectric pickups. Early makers of jazz guitars included Gibson, Epiphone, D'Angelico and Stromberg. The electric guitar is plugged into a guitar amplifier to make it sound loud enough for performance. Guitar amplifiers have equalizer controls that allow the guitarist to change the tone of the instrument, by emphasizing or de-emphasizing certain frequency bands. The use of reverb effects, which are often included in guitar amplifiers, has long been part of the jazz guitar sound. Particularly since the 1970s jazz fusion era, some jazz guitarists have also used effects pedals such as overdrive pedals, chorus pedals and wah pedals.
The earliest guitars used in jazz were acoustic, later superseded by a typical electric configuration of two humbucking pickups. In the 1990s, there was a resurgence of interest among jazz guitarists in acoustic archtop guitars with floating pickups. The original acoustic archtop guitars were designed to enhance volume: for that reason they were constructed for use with relatively heavy guitar strings. Even after electrification became the norm, jazz guitarists continued to fit strings of 0.012" gauge or heavier for reasons of tone, and also prefer flatwound strings. The characteristic arched top can be made of a solid piece of wood that is carved into the arched shape, or a piece of laminated wood (essentially a type of plywood) that is pressed into shape. Spruce is often used for tops, and maple for backs. Archtop guitars can be mass-produced, such as the Ibanez Artcore series, or handmade by luthiers such as Robert Benedetto.
Jazz rhythm guitar often consists of very textural, odd-meter playing that includes generous use of exotic, difficult-to-fret chords. In 4/4 timing, it is common to play 2.5 beat intervals such as on the 2 and then the half beat or "and" after 4. Jazz guitarists may play chords "ahead" of the beat, by playing the chord a swung eighth note before the actual chord change. Chords are not generally played in a repetitive rhythmic fashion, like a rock rhythm guitarist would play.
Jazz guitarists use their knowledge of harmony and jazz theory to create jazz chord "voicings," which emphasize the 3rd and 7th notes of the chord. Some more sophisticated chord voicings also include the 9th, 11th, and 13th notes of the chord. In some modern jazz styles, dominant 7th chords in a tune may contain altered 9ths (either flattened by a semitone, which is called a "flat 9th", or sharpened by a semitone, which is called a "sharp 9th"); 11ths (sharpened by a semitone, which is called a "sharp 11th"); 13ths (typically flattened by a semitone, which is called a "flat 13th").
Jazz guitarists need to learn about a range of different chords, including major 7th, major 6th, minor 7th, minor/major 7th, dominant 7th, diminished, half-diminished, and augmented chords. As well, they need to learn about chord transformations (e.g., altered chords, such as "alt dominant chords" described above), chord substitutions, and re-harmonization techniques. Some jazz guitarists use their knowledge of jazz scales and chords to provide a walking bass-style accompaniment.
Jazz guitarists learn to perform these chords over the range of different chord progressions used in jazz, such as the ubiquitous ii-V-I progression, the jazz-style blues progression (which, in contrast to a blues-style 12 bar progression, may have two or more chord changes per bar) the minor jazz-style blues form, the I-vi-ii-V based "rhythm changes" progression, and the variety of modulation-rich chord progressions used in jazz ballads, and jazz standards. Guitarists may also learn to use the chord types, strumming styles, and effects pedals (e.g., chorus effect or fuzzbox) used in 1970s-era jazz-Latin, jazz-funk, and jazz-rock fusion music.
Jazz guitarists integrate the basic building blocks of scales and arpeggio patterns into balanced rhythmic and melodic phrases that make up a cohesive solo. Jazz guitarists often try to imbue their melodic phrasing with the sense of natural breathing and legato phrasing used by horn players such as saxophone players. As well, a jazz guitarists' solo improvisations have to have a rhythmic drive and "timefeel" that creates a sense of "swing" and "groove." The most experienced jazz guitarists learn to play with different "timefeels" such as playing "ahead of the beat" or "behind the beat," to create or release tension.
Another aspect of the jazz guitar style is the use of stylistically appropriate ornaments, such as grace notes, slides, and muted notes. Each subgenre or era of jazz has different ornaments that are part of the style of that subgenre or era. Jazz guitarists usually learn the appropriate ornamenting styles by listening to prominent recordings from a given style or jazz era. Some jazz guitarists also borrow ornamentation techniques from other jazz instruments, such as Wes Montgomery's borrowing of playing melodies in parallel octaves, which is a jazz piano technique. Jazz guitarists also have to learn how to add in passing tones, use "guide tones" and chord tones from the chord progression to structure their improvisations.
In the 1970s and 1980s, with jazz-rock fusion guitar playing, jazz guitarists incorporated rock guitar soloing approaches, such as riff-based soloing and usage of pentatonic and blues scale patterns. Some guitarists used Jimi Hendrix-influenced distortion and wah-wah effects to get a sustained, heavy tone, or even used rapid-fire guitar shredding techniques, such as tapping and tremolo bar bending. Guitarist Al Di Meola, who started his career with Return to Forever in 1974, was one of the first guitarists to perform in a "shred" style, a technique later used in rock and heavy metal playing. Di Meola used alternate-picking to perform very rapid sequences of notes in his solos.
When jazz guitar players improvise, they use the scales, modes, and arpeggios associated with the chords in a tune's chord progression. The approach to improvising has changed since the earliest eras of jazz guitar. During the Swing era, many soloists improvised "by ear" by embellishing the melody with ornaments and passing notes. However, during the bebop era, the rapid tempo and complicated chord progressions made it increasingly harder to play "by ear." Along with other improvisers, such as saxes and piano players, bebop-era jazz guitarists began to improvise over the chord changes using scales (whole tone scale, chromatic scale, etc.) and arpeggios. Jazz guitar players tend to improvise around chord/scale relationships, rather than reworking the melody, possibly due to their familiarity with chords resulting from their comping role. A source of melodic ideas for improvisation is transcribing improvised solos from recordings. This provides jazz guitarists with a source of "licks", melodic phrases and ideas they incorporate either intact or in variations, and is an established way of learning from the previous generations of players.
In jazz big bands, popular during the 1930s and 1940s, the guitarist is considered an integral part of the rhythm section (guitar, drums and bass). They usually played a regular four strums to the bar, although an amount of harmonic improvisation is possible. Freddie Green, guitarist in the Count Basie orchestra, was a noted exponent of this style. The harmonies are often minimal; for instance, the root note is often omitted on the assumption that it will be supplied by the bassist.
When jazz guitarists play chords underneath a song's melody or another musician's solo improvisations, it is called "comping", short for "accompanying" The accompanying style in most jazz styles differs from the way chordal instruments accompany in many popular styles of music. In many popular styles of music, such as rock and pop, the rhythm guitarist usually performs the chords in rhythmic fashion which sets out the beat or groove of a tune. In contrast, in many modern jazz styles within smaller, the guitarist plays much more sparsely, intermingling periodic chords and delicate voicings into pauses in the melody or solo, and using periods of silence. Jazz guitarists commonly use a wide variety of inversions when comping, rather than only using standard voicings.
In this style, the guitarist aims to render an entire song — harmony, melody and bass — in something like the way a classical guitarist or pianist can. Chord roots cannot be left to the bassist in this style. Chords themselves can be used sparsely or more densely, depending on both the individual player and his or her arrangement of a particular piece. In the sparse style, a full chord is often played only at the beginning of a melodic phrase. The denser chordal textures, in contrast, approach chord soloing (see below). A third approach is to maintain a steady, busy bass-line, like a New Orleans pianist. Here, no more than two or three notes are played at a time, and the full harmony is indicated by arpeggiation. Exponents of this style often come from a country, folk or ragtime background, such as Chet Atkins, although it is also sometimes employed by straight-ahead jazz practitioners, for instance Martin Taylor. Chord-melody is often played with a plectrum (see Tal Farlow, George Benson and others); whereas fingerstyle, as practised by Joe Pass, George van Eps, Ted Greene, Robert Conti, Lenny Breau or hybrid picking as practised by Ed Bickert, Laszlo Sirsom and others allows for a more complex, polyphonic approach to unaccompanied soloing.
Charlie Christian and Django Reinhardt are generally held to have initiated the use of the guitar to play melodies and improvisations over other instruments, the former using an early form of amplification, the latter playing forcefully on an acoustic guitar. Over the years, jazz guitarists have been able to solo in standard jazz idioms, such as bebop, cool jazz and so on, while in also absorbing influences from rock guitarists, such as the use of electronic effects.
Jazz guitarists are not limited to single note improvisation. When working with accompaniment, chord solos are created by improvising chords (harmony) and melody simultaneously, usually in the upper register on strings 1,2,3 and 4. Wes Montgomery was noted for playing successive choruses in single notes, then octaves and finally a chord solo - this can be heard in his improvisation on the standard Lover Man (Oh, Where Can You Be?). When playing without accompaniment, jazz guitarists may create chord solos by playing bass, melody and chords, individually or simultaneously, on any or all strings - such as the work of Lenny Breau, Joe Pass, Martin Taylor and others. This technique can also be incorporated into unaccompanied soloing: for instance Django Reinhardt's ""improvisations"", as he called his solo pieces.
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https://en.wikipedia.org/wiki?curid=16141
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James Watt
James Watt (; 30 January 1736 (19 January 1736 OS) – 25 August 1819) was a Scottish inventor, mechanical engineer, and chemist who improved on Thomas Newcomen's 1712 Newcomen steam engine with his Watt steam engine in 1776, which was fundamental to the changes brought by the Industrial Revolution in both his native Great Britain and the rest of the world.
While working as an instrument maker at the University of Glasgow, Watt became interested in the technology of steam engines. He realised that contemporary engine designs wasted a great deal of energy by repeatedly cooling and reheating the cylinder. Watt introduced a design enhancement, the separate condenser, which avoided this waste of energy and radically improved the power, efficiency, and cost-effectiveness of steam engines. Eventually he adapted his engine to produce rotary motion, greatly broadening its use beyond pumping water.
Watt attempted to commercialise his invention, but experienced great financial difficulties until he entered a partnership with Matthew Boulton in 1775. The new firm of Boulton and Watt was eventually highly successful and Watt became a wealthy man. In his retirement, Watt continued to develop new inventions though none was as significant as his steam engine work.
He developed the concept of horsepower, and the SI unit of power, the watt, was named after him.
James Watt was born on 19 January 1736 in Greenock, Renfrewshire, the eldest of the five surviving children of Agnes Muirhead (1703–1755) and James Watt (1698–1782). His mother came from a distinguished family, was well educated and said to be of forceful character, while his father was a shipwright, ship owner and contractor, and served as the Greenock's chief baillie in 1751. Watts parents were Presbyterians and strong Covenanters, however despite a religious upbringing he later became a deist. Watt's grandfather, Thomas Watt (1642–1734), was a teacher of mathematics, surveying and navigation and baillie to the Baron of Cartsburn.
Initially Watt was educated at home by his mother, later going on to attend Greenock Grammar School. There he exhibited an aptitude for mathematics, while Latin and Greek failed to interest him.
He is said to have suffered prolonged bouts of ill-health as a child and from frequent headaches all his life.
After leaving school Watt worked in the workshops of his father's businesses, demonstrating considerable dexterity and skill in creating engineering models. After his father suffered some unsuccessful business ventures Watt left Greenock to seek employment in Glasgow as a mathematical instrument maker.
When he was 18 his mother died and his father's health began to fail. Watt travelled to London and was able to obtain a period of training as an instrument maker for a year (1755/56), then returned to Scotland, settling in the major commercial city of Glasgow intent on setting up his own instrument-making business. He was still very young and having not had a full apprenticeship did not have the usual connections via a former master to establish himself as a journeyman instrument maker.
Watt was saved from this impasse by the arrival from Jamaica of astronomical instruments bequeathed by Alexander Macfarlane to the University of Glasgow, instruments that required expert attention. Watt restored them to working order and was remunerated. These instruments were eventually installed in the Macfarlane Observatory. Subsequently, three professors offered him the opportunity to set up a small workshop within the university. It was initiated in 1757 and two of the professors, the physicist and chemist Joseph Black as well as the famed Adam Smith, became Watt's friends.
At first he worked on maintaining and repairing scientific instruments used in the university, helping with demonstrations, and expanding the production of quadrants. He made and repaired brass reflecting quadrants, parallel rulers, scales, parts for telescopes, and barometers, among other things.
It is sometimes falsely stated that he struggled to establish himself in Glasgow due to opposition from the Trades House, but this myth has been thoroughly debunked by the historian, . The records from this period are lost but it is known that he was able to work and trade completely normally as a skilled metal worker so the Incorporation of Hammermen must have been satisfied that he met their requirements for membership. It is also known that other people in the metal trades were pursued for working without being members of the Incorporation well into the 19th century, so the rules were definitely being enforced when Watt was trading freely throughout the city.
In 1759 he formed a partnership with John Craig, an architect and businessman, to manufacture and sell a line of products including musical instruments and toys. This partnership lasted for the next six years, and employed up to sixteen workers. Craig died in 1765. One employee, Alex Gardner, eventually took over the business, which lasted into the twentieth century.
In 1764, Watt married his cousin Margaret (Peggy) Miller, with whom he had five children, two of whom lived to adulthood: James Jr. (1769–1848) and Margaret (1767–1796). His wife died in childbirth in 1772. In 1777 he was married again, to Ann MacGregor, daughter of a Glasgow dye-maker, with whom he had two children: Gregory (1777–1804), who became a geologist and mineralogist, and Janet (1779–1794). Ann died in 1832. Between 1777 and 1790 he lived in Regent Place, Birmingham.
There is a popular story that Watt was inspired to invent the steam engine by seeing a kettle boiling, the steam forcing the lid to rise and thus showing Watt the power of steam. This story is told in many forms; in some Watt is a young lad, in others he is older, sometimes it's his mother's kettle, sometimes his aunt's. Watt did not actually "invent" the steam engine, as the story implies, but dramatically improved the efficiency of the existing Newcomen engine by adding a separate condenser. This is difficult to explain to someone not familiar with concepts of heat and thermal efficiency. It appears that the story was created, possibly by Watt's son James Watt Jr., and persists because it is easy for children to understand and remember. In this light it can be seen as akin to the story of Isaac Newton and the falling apple and his discovery of gravity.
Although it is often dismissed as a myth, the story of Watt and the kettle has a basis in fact. In trying to understand the thermodynamics of heat and steam James Watt carried out many laboratory experiments and his diaries record that in conducting these he used a kettle as a boiler to generate steam.
In 1759 Watt's friend, John Robison, called his attention to the use of steam as a source of motive power. The design of the Newcomen engine, in use for almost 50 years for pumping water from mines, had hardly changed from its first implementation. Watt began to experiment with steam, though he had never seen an operating steam engine. He tried constructing a model; it failed to work satisfactorily, but he continued his experiments and began to read everything he could about the subject. He came to realise the importance of latent heat—the thermal energy released or absorbed during a constant-temperature process—in understanding the engine, which, unknown to Watt, his friend Joseph Black had previously discovered some years before. Understanding of the steam engine was in a very primitive state, for the science of thermodynamics would not be formalised for nearly another 100 years.
In 1763, Watt was asked to repair a model Newcomen engine belonging to the university. Even after repair, the engine barely worked. After much experimentation, Watt demonstrated that about three-quarters of the thermal energy of the steam was being consumed in heating the engine cylinder on every cycle. This energy was wasted because later in the cycle cold water was injected into the cylinder to condense the steam to reduce its pressure. Thus by repeatedly heating and cooling the cylinder, the engine wasted most of its thermal energy rather than converting it into mechanical energy.
Watt's critical insight, arrived at in May 1765, was to cause the steam to condense in a separate chamber apart from the piston, and to maintain the temperature of the cylinder at the same temperature as the injected steam by surrounding it with a "steam jacket." Thus very little energy was absorbed by the cylinder on each cycle, making more available to perform useful work. Watt had a working model later that same year.
Despite a potentially workable design, there were still substantial difficulties in constructing a full-scale engine. This required more capital, some of which came from Black. More substantial backing came from John Roebuck, the founder of the celebrated Carron Iron Works near Falkirk, with whom he now formed a partnership. Roebuck lived at Kinneil House in Bo'ness, during which time Watt worked at perfecting his steam engine in a cottage adjacent to the house. The shell of the cottage, and a very large part of one of his projects, still exist to the rear.
The principal difficulty was in machining the piston and cylinder. Iron workers of the day were more like blacksmiths than modern machinists, and were unable to produce the components with sufficient precision. Much capital was spent in pursuing a patent on Watt's invention. Strapped for resources, Watt was forced to take up employment—first as a surveyor, then as a civil engineer—for eight years.
Roebuck went bankrupt, and Matthew Boulton, who owned the Soho Manufactory works near Birmingham, acquired his patent rights. An extension of the patent to 1800 was successfully obtained in 1775.
Through Boulton, Watt finally had access to some of the best iron workers in the world. The difficulty of the manufacture of a large cylinder with a tightly fitting piston was solved by John Wilkinson, who had developed precision boring techniques for cannon making at Bersham, near Wrexham, North Wales. Watt and Boulton formed a hugely successful partnership, Boulton and Watt, which lasted for the next twenty-five years.
In 1776, the first engines were installed and working in commercial enterprises. These first engines were used to power pumps and produced only reciprocating motion to move the pump rods at the bottom of the shaft. The design was commercially successful, and for the next five years Watt was very busy installing more engines, mostly in Cornwall for pumping water out of mines.
These early engines were not manufactured by Boulton and Watt, but were made by others according to drawings made by Watt, who served in the role of consulting engineer. The erection of the engine and its shakedown was supervised by Watt, at first, and then by men in the firm's employ. These were large machines. The first, for example, had a cylinder with a diameter of some 50 inches and an overall height of about 24 feet, and required the construction of a dedicated building to house it. Boulton and Watt charged an annual payment, equal to one third of the value of the coal saved in comparison to a Newcomen engine performing the same work.
The field of application for the invention was greatly widened when Boulton urged Watt to convert the reciprocating motion of the piston to produce rotational power for grinding, weaving and milling. Although a crank seemed the obvious solution to the conversion Watt and Boulton were stymied by a patent for this, whose holder, James Pickard, and associates proposed to cross-license the external condenser. Watt adamantly opposed this and they circumvented the patent by their sun and planet gear in 1781.
Over the next six years, he made a number of other improvements and modifications to the steam engine. A double acting engine, in which the steam acted alternately on the two sides of the piston was one. He described methods for working the steam "expansively" (i.e., using steam at pressures well above atmospheric). A compound engine, which connected two or more engines was described. Two more patents were granted for these in 1781 and 1782. Numerous other improvements that made for easier manufacture and installation were continually implemented. One of these included the use of the steam indicator which produced an informative plot of the pressure in the cylinder against its volume, which he kept as a trade secret. Another important invention, one which Watt was most proud of, was the parallel motion which was essential in double-acting engines as it produced the straight line motion required for the cylinder rod and pump, from the connected rocking beam, whose end moves in a circular arc. This was patented in 1784. A throttle valve to control the power of the engine, and a centrifugal governor, patented in 1788, to keep it from "running away" were very important. These improvements taken together produced an engine which was up to five times as efficient in its use of fuel as the Newcomen engine.
Because of the danger of exploding boilers, which were in a very primitive stage of development, and the ongoing issues with leaks, Watt restricted his use of high pressure steam – all of his engines used steam at near atmospheric pressure.
Edward Bull started constructing engines for Boulton and Watt in Cornwall in 1781. By 1792 he had started making engines of his own design, but which contained a separate condenser, and so infringed Watt's patents. Two brothers, Jabez Carter Hornblower and Jonathan Hornblower Jnr also started to build engines about the same time. Others began to modify Newcomen engines by adding a condenser, and the mine owners in Cornwall became convinced that Watt's patent could not be enforced. They started to withhold payments due to Boulton and Watt, which by 1795 had fallen. Of the total £21,000 (equivalent to £ as of ) owed, only £2,500 had been received. Watt was forced to go to court to enforce his claims.
He first sued Bull in 1793. The jury found for Watt, but the question of whether or not the original specification of the patent was valid was left to another trial. In the meantime, injunctions were issued against the infringers, forcing their payments of the royalties to be placed in escrow. The trial on determining the validity of the specifications which was held in the following year was inconclusive, but the injunctions remained in force and the infringers, except for Jonathan Hornblower, all began to settle their cases. Hornblower was soon brought to trial and the verdict of the four judges (in 1799) was decisively in favour of Watt. Their friend John Wilkinson, who had solved the problem of boring an accurate cylinder, was a particularly grievous case. He had erected about twenty engines without Boulton's and Watts' knowledge. They finally agreed to settle the infringement in 1796. Boulton and Watt never collected all that was owed them, but the disputes were all settled directly between the parties or through arbitration. These trials were extremely costly in both money and time, but ultimately were successful for the firm.
Before 1780 there was no good method for making copies of letters or drawings. The only method sometimes used was a mechanical one using linked multiple pens. Watt at first experimented with improving this method, but soon gave up on this approach because it was so cumbersome. He instead decided to try to physically transfer some ink from the front of the original to the back of another sheet, moistened with a solvent, and pressed to the original. The second sheet had to be thin, so that the ink could be seen through it when the copy was held up to the light, thus reproducing the original exactly.
Watt started to develop the process in 1779, and made many experiments to formulate the ink, select the thin paper, to devise a method for wetting the special thin paper, and to make a press suitable for applying the correct pressure to effect the transfer. All of these required much experimentation, but he soon had enough success to patent the process a year later. Watt formed another partnership with Boulton (who provided financing) and James Keir (to manage the business) in a firm called James Watt and Co. The perfection of the invention required much more development work before it could be routinely used by others, but this was carried out over the next few years. Boulton and Watt gave up their shares to their sons in 1794. It became a commercial success and was widely used in offices even into the twentieth century.
From an early age Watt was very interested in chemistry. In late 1786, while in Paris, he witnessed an experiment by Berthollet in which he reacted hydrochloric acid with manganese dioxide to produce chlorine. He had already found that an aqueous solution of chlorine could bleach textiles, and had published his findings, which aroused great interest among many potential rivals. When Watt returned to Britain, he began experiments along these lines with hopes of finding a commercially viable process. He discovered that a mixture of salt, manganese dioxide and sulphuric acid could produce chlorine, which Watt believed might be a cheaper method. He passed the chlorine into a weak solution of alkali, and obtained a turbid solution that appeared to have good bleaching properties. He soon communicated these results to James McGrigor, his father-in-law, who was a bleacher in Glasgow. Otherwise he tried to keep his method a secret.
With McGrigor and his wife Annie, he started to scale up the process, and in March 1788, McGrigor was able to bleach 1500 yards of cloth to his satisfaction. About this time Berthollet discovered the salt and sulphuric acid process, and published it so it became public knowledge. Many others began to experiment with improving the process, which still had many shortcomings, not the least of which was the problem of transporting the liquid product. Watt's rivals soon overtook him in developing the process, and he dropped out of the race. It was not until 1799, when Charles Tennant patented a process for producing solid bleaching powder (calcium hypochlorite) that it became a commercial success.
By 1794 Watt had been chosen by Thomas Beddoes to manufacture apparatus to produce, clean and store gases for use in the new Pneumatic Institution at Hotwells in Bristol. Watt continued to experiment with various gases for several years, but by 1797 the medical uses for the "factitious airs" had come to a dead end.
Watt combined theoretical knowledge of science with the ability to apply it practically. Humphry Davy said of him "Those who consider James Watt only as a great practical mechanic form a very erroneous idea of his character; he was equally distinguished as a natural philosopher and a chemist, and his inventions demonstrate his profound knowledge of those sciences, and that peculiar characteristic of genius, the union of them for practical application".
He was greatly respected by other prominent men of the Industrial Revolution. He was an important member of the Lunar Society, and was a much sought-after conversationalist and companion, always interested in expanding his horizons. His personal relationships with his friends and partners were always congenial and long-lasting.
Watt was a prolific correspondent. During his years in Cornwall, he wrote long letters to Boulton several times per week. He was averse to publishing his results in, for example, the Philosophical Transactions of the Royal Society however, and instead preferred to communicate his ideas in patents. He was an excellent draughtsman.
He was a rather poor businessman, and especially hated bargaining and negotiating terms with those who sought to use the steam engine. In a letter to William Small in 1772, Watt confessed that "he would rather face a loaded cannon than settle an account or make a bargain." Until he retired, he was always much concerned about his financial affairs, and was something of a worrier. His health was often poor and he suffered frequent nervous headaches and depression.
At first the partnership made the drawing and specifications for the engines, and supervised the work to erect it on the customers property. They produced almost none of the parts themselves. Watt did most of his work at his home in Harper's Hill in Birmingham, while Boulton worked at the Soho Manufactory. Gradually the partners began to actually manufacture more and more of the parts, and by 1795 they purchased a property about a mile away from the Soho manufactory, on the banks of the Birmingham Canal, to establish a new foundry for the manufacture of the engines. The Soho Foundry formally opened in 1796 at a time when Watt's sons, Gregory and James Jr. were heavily involved in the management of the enterprise. In 1800, the year of Watt's retirement, the firm made a total of 41 engines.
Watt retired in 1800, the same year that his fundamental patent and partnership with Boulton expired. The famous partnership was transferred to the men's sons, Matthew Robinson Boulton and James Watt Jr.. Longtime firm engineer William Murdoch was soon made a partner and the firm prospered.
Watt continued to invent other things before and during his semi-retirement. Within his home in Handsworth, Staffordshire, Watt made use of a garret room as a workshop, and it was here that he worked on many of his inventions. Among other things, he invented and constructed several machines for copying sculptures and medallions which worked very well, but which he never patented. One of the first sculptures he produced with the machine was a small head of his old professor friend Adam Smith. He maintained his interest in civil engineering and was a consultant on several significant projects. He proposed, for example, a method for constructing a flexible pipe to be used for pumping water under the Clyde at Glasgow.
He and his second wife travelled to France and Germany, and he purchased an estate in mid-Wales at Doldowlod House, one mile south of Llanwrthwl, which he much improved.
In 1816 he took a trip on the paddle-steamer "Comet", a product of his inventions, to revisit his home town of Greenock.
He died on 25 August 1819 at his home "Heathfield Hall" near Handsworth in Staffordshire (now part of Birmingham) at the age of 83. He was buried on 2 September in the graveyard of St Mary's Church, Handsworth. The church has since been extended and his grave is now inside the church.
On 16 July 1764 married his cousin Margaret Miller ("d". 1773). They had two children, Margaret (1767–1796) and James (1769–1848). In 1791 their daughter married James Miller; their son did not marry. In September 1773 while Watt was working in the Scottish Highlands he learned that his wife, who was pregnant with their third child, was seriously ill. He immediately returned home but found that she had died and their child was stillborn.
In 1775 he married Ann MacGregor (d.1832).
He was Initiated into Scottish Freemasonry in The Glasgow Royal Arch Lodge, No.77, in 1763. The Lodge ceased to exist in 1810. A Masonic Lodge was named after him in his home town of Glasgow – Lodge James Watt, No.1215.
William Murdoch joined Boulton and Watt in 1777. At first he worked in the pattern shop in Soho, but soon he was erecting engines in Cornwall. He became an important part of the firm and made many contributions to its success. A very able man, he made several important inventions on his own.
John Griffiths, who wrote a biography of him in 1992, has argued that Watt's discouragment of Murdoch's work with high pressure steam on his steam road locomotive experiments delayed its development: Watt rightly believed that boilers of the time would be unsafe at higher pressures.
Watt patented the application of the sun and planet gear to steam in 1781 and a steam locomotive in 1784, both of which have strong claims to have been invented by Murdoch. The patent was never contested by Murdoch, however, and Boulton and Watt's firm continued to use the sun and planet gear in their rotative engines, even long after the patent for the crank expired in 1794. Murdoch was made a partner of the firm in 1810, where he remained until his retirement 20 years later at the age of 76.
As one author states, James Watt's improvements to the steam engine "converted it from a prime mover of marginal efficiency into the mechanical workhorse of the Industrial Revolution". The reality, however, is that Watt's improvements upon the Newcomen engine had limited, albeit popular, utility given their size and low power, and were not carried over to the designs of the high-pressure steam engines to which these authors refer regarding the revolutionary impact of the steam engine, something Watt opposed.
Watt was much honoured in his own time. In 1784 he was made a fellow of the Royal Society of Edinburgh, and was elected as a member of the Batavian Society for Experimental Philosophy, of Rotterdam in 1787. In 1789 he was elected to the elite group, the Smeatonian Society of Civil Engineers. In 1806 he was conferred the honorary Doctor of Laws by the University of Glasgow. The French Academy elected him a Corresponding Member and he was made a Foreign Associate in 1814.
The watt is named after James Watt for his contributions to the development of the steam engine, and was adopted by the Second Congress of the British Association for the Advancement of Science in 1889 and by the 11th General Conference on Weights and Measures in 1960 as the unit of power incorporated in the International System of Units (or "SI").
On 29 May 2009 the Bank of England announced that Boulton and Watt would appear on a new £50 note. The design is the first to feature a dual portrait on a Bank of England note, and presents the two industrialists side by side with images of Watt's steam engine and Boulton's Soho Manufactory. Quotes attributed to each of the men are inscribed on the note: "I sell here, sir, what all the world desires to have—POWER" (Boulton) and "I can think of nothing else but this machine" (Watt). The inclusion of Watt is the second time that a Scot has featured on a Bank of England note (the first was Adam Smith on the 2007 issue £20 note). In September 2011 it was announced that the notes would enter circulation on 2 November.
In 2011 he was one of seven inaugural inductees to the Scottish Engineering Hall of Fame.
Watt was buried in the grounds of St. Mary's Church, Handsworth, in Birmingham. Later expansion of the church, over his grave, means that his tomb is now buried "inside" the church.
The garret room workshop that Watt used in his retirement was left, locked and untouched, until 1853, when it was first viewed by his biographer J. P. Muirhead. Thereafter, it was occasionally visited, but left untouched, as a kind of shrine. A proposal to have it transferred to the Patent Office came to nothing. When the house was due to be demolished in 1924, the room and all its contents were presented to the Science Museum, where it was recreated in its entirety. It remained on display for visitors for many years, but was walled-off when the gallery it was housed in closed. The workshop remained intact, and preserved, and in March 2011 was put on public display as part of a new permanent Science Museum exhibition, "James Watt and our world".
The approximate location of James Watt's birth in Greenock is commemorated by a statue. Several locations and street names in Greenock recall him, most notably the Watt Memorial Library, which was begun in 1816 with Watt's donation of scientific books, and developed as part of the Watt Institution by his son (which ultimately became the James Watt College). Taken over by the local authority in 1974, the library now also houses the local history collection and archives of Inverclyde, and is dominated by a large seated statue in the vestibule. Watt is additionally commemorated by statuary in George Square, Glasgow and Princes Street, Edinburgh, as well as several others in Birmingham, where he is also remembered by the Moonstones and a school is named in his honour.
The James Watt College has expanded from its original location to include campuses in Kilwinning (North Ayrshire), Finnart Street and The Waterfront in Greenock, and the Sports campus in Largs. Heriot-Watt University near Edinburgh was at one time the School of Arts of Edinburgh, founded in 1821 as the world's first Mechanics Institute, but to commemorate George Heriot, the 16th-century financier to King James, and James Watt, after Royal Charter the name was changed to Heriot-Watt University. Dozens of university and college buildings (chiefly of science and technology) are named after him. Matthew Boulton's home, Soho House, is now a museum, commemorating the work of both men. The University of Glasgow's Faculty of Engineering has its headquarters in the James Watt Building, which also houses the department of Mechanical Engineering and the department of Aerospace Engineering.
The huge painting "James Watt contemplating the steam engine" by James Eckford Lauder is now owned by the National Gallery of Scotland.
There is a statue of James Watt in Piccadilly Gardens, Manchester and City Square, Leeds.
A colossal statue of Watt by Chantrey was placed in Westminster Abbey, and later was moved to St. Paul's Cathedral. On the cenotaph the inscription reads, in part, "JAMES WATT ... ENLARGED THE RESOURCES OF HIS COUNTRY, INCREASED THE POWER OF MAN, AND ROSE TO AN EMINENT PLACE AMONG THE MOST ILLUSTRIOUS FOLLOWERS OF SCIENCE AND THE REAL BENEFACTORS OF THE WORLD."
A bust of Watt is in the Hall of Heroes of the National Wallace Monument in Stirling.
Watt was the sole inventor listed on his six patents:
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John Locke
John Locke (; 29 August 1632 – 28 October 1704) was an English philosopher and physician, widely regarded as one of the most influential of Enlightenment thinkers and commonly known as the "Father of Liberalism." Considered one of the first of the British empiricists, following the tradition of Sir Francis Bacon, Locke is equally important to social contract theory. His work greatly affected the development of epistemology and political philosophy. His writings influenced Voltaire and Jean-Jacques Rousseau, many Scottish Enlightenment thinkers, as well as the American revolutionaries. His contributions to classical republicanism and liberal theory are reflected in the United States Declaration of Independence.
Locke's theory of mind is often cited as the origin of modern conceptions of "identity" and the "self", figuring prominently in the work of later philosophers such as Rousseau, David Hume, and Immanuel Kant. Locke was the first to define the "self" through a continuity of consciousness. He postulated that, at birth, the mind was a blank slate, or "tabula rasa". Contrary to Cartesian philosophy based on pre-existing concepts, he maintained that we are born without innate ideas, and that knowledge is instead determined only by experience derived from sense perception, a concept now known as "empiricism". Demonstrating the ideology of science in his observations, whereby something must be capable of being tested repeatedly and that nothing is exempt from being disproved, Locke has said that "whatever I write, as soon as I discover it not to be true, my hand shall be the forwardest to throw it into the fire." Such is one example of Locke's belief in empiricism. Challenging the work of others, Locke is said to have established the method of introspection, i.e. observing the emotions and behaviours of one's self.
Locke was born on 29 August 1632, in a small thatched cottage by the church in Wrington, Somerset, about 12 miles from Bristol. He was baptised the same day, as both of his parents were Puritans. Locke's father, also called John, was an attorney who served as clerk to the Justices of the Peace in Chew Magna and as a captain of cavalry for the Parliamentarian forces during the early part of the English Civil War. His mother was Agnes Keene. Soon after Locke's birth, the family moved to the market town of Pensford, about seven miles south of Bristol, where Locke grew up in a rural Tudor house in Belluton.
In 1647, Locke was sent to the prestigious Westminster School in London under the sponsorship of Alexander Popham, a member of Parliament and John Sr.'s former commander. After completing studies there, he was admitted to Christ Church, Oxford, in the autumn of 1652 at the age of 20. The dean of the college at the time was John Owen, vice-chancellor of the university. Although a capable student, Locke was irritated by the undergraduate curriculum of the time. He found the works of modern philosophers, such as René Descartes, more interesting than the classical material taught at the university. Through his friend Richard Lower, whom he knew from the Westminster School, Locke was introduced to medicine and the experimental philosophy being pursued at other universities and in the Royal Society, of which he eventually became a member.
Locke was awarded a bachelor's degree in February 1656 and a master's degree in June 1658. He obtained a bachelor of medicine in February 1675, having studied the subject extensively during his time at Oxford and, in addition to Lower, worked with such noted scientists and thinkers as Robert Boyle, Thomas Willis, Robert Hooke. In 1666, he met Anthony Ashley Cooper, Lord Ashley, who had come to Oxford seeking treatment for a liver infection. Ashley was impressed with Locke and persuaded him to become part of his retinue.
Locke had been looking for a career and in 1667 moved into Ashley's home at Exeter House in London, to serve as hIs personal physician. In London, Locke resumed his medical studies under the tutelage of Thomas Sydenham. Sydenham had a major effect on Locke's natural philosophical thinkingan effect that would become evident in "An Essay Concerning Human Understanding."
Locke's medical knowledge was put to the test when Ashley's liver infection became life-threatening. Locke coordinated the advice of several physicians and was probably instrumental in persuading Ashley to undergo surgery (then life-threatening itself) to remove the cyst. Ashley survived and prospered, crediting Locke with saving his life.
During this time, Locke served as Secretary of the Board of Trade and Plantations and Secretary to the Lords Proprietors of Carolina, which helped to shape his ideas on international trade and economics.
Ashley, as a founder of the Whig movement, exerted great influence on Locke's political ideas. Locke became involved in politics when Ashley became Lord Chancellor in 1672 (Ashley being created 1st Earl of Shaftesbury in 1673). Following Shaftesbury's fall from favour in 1675, Locke spent some time travelling across France as a tutor and medical attendant to Caleb Banks. He returned to England in 1679 when Shaftesbury's political fortunes took a brief positive turn. Around this time, most likely at Shaftesbury's prompting, Locke composed the bulk of the "Two Treatises of Government". While it was once thought that Locke wrote the "Treatises" to defend the Glorious Revolution of 1688, recent scholarship has shown that the work was composed well before this date. The work is now viewed as a more general argument against absolute monarchy (particularly as espoused by Robert Filmer and Thomas Hobbes) and for individual consent as the basis of political legitimacy. Although Locke was associated with the influential Whigs, his ideas about natural rights and government are today considered quite revolutionary for that period in English history.
Locke fled to the Netherlands in 1683, under strong suspicion of involvement in the Rye House Plot, although there is little evidence to suggest that he was directly involved in the scheme. The philosopher and novelist Rebecca Newberger Goldstein argues that during his five years in Holland, Locke chose his friends "from among the same freethinking members of dissenting Protestant groups as Spinoza's small group of loyal confidants. [Baruch Spinoza had died in 1677.] Locke almost certainly met men in Amsterdam who spoke of the ideas of that renegade Jew who... insisted on identifying himself through his religion of reason alone." While she says that "Locke's strong empiricist tendencies" would have "disinclined him to read a grandly metaphysical work such as Spinoza's "Ethics", in other ways he was deeply receptive to Spinoza's ideas, most particularly to the rationalist's well thought out argument for political and religious tolerance and the necessity of the separation of church and state."
In the Netherlands, Locke had time to return to his writing, spending a great deal of time re-working the "Essay" and composing the "Letter on Toleration." Locke did not return home until after the Glorious Revolution. Locke accompanied Mary II back to England in 1688. The bulk of Locke's publishing took place upon his return from exilehis aforementioned "Essay Concerning Human Understanding", the "Two Treatises of Government" and "A Letter Concerning Toleration" all appearing in quick succession.
Locke's close friend Lady Masham invited him to join her at Otes, the Mashams' country house in Essex. Although his time there was marked by variable health from asthma attacks, he nevertheless became an intellectual hero of the Whigs. During this period he discussed matters with such figures as John Dryden and Isaac Newton.
He died on 28 October 1704, and is buried in the churchyard of the village of High Laver, east of Harlow in Essex, where he had lived in the household of Sir Francis Masham since 1691. Locke never married nor had children.
Events that happened during Locke's lifetime include the English Restoration, the Great Plague of London and the Great Fire of London. He did not quite see the Act of Union of 1707, though the thrones of England and Scotland were held in personal union throughout his lifetime. Constitutional monarchy and parliamentary democracy were in their infancy during Locke's time.
In the late 17th and early 18th centuries, Locke's "Two Treatises" were rarely cited. Historian Julian Hoppit said of the book, "except among some Whigs, even as a contribution to the intense debate of the 1690s it made little impression and was generally ignored until 1703 (though in Oxford in 1695 it was reported to have made 'a great noise')." John Kenyon, in his study of British political debate from 1689 to 1720, has remarked that Locke's theories were "mentioned so rarely in the early stages of the [Glorious] Revolution, up to 1692, and even less thereafter, unless it was to heap abuse on them" and that "no one, including most Whigs, [were] ready for the idea of a notional or abstract contract of the kind adumbrated by Locke." In contrast, Kenyon adds that Algernon Sidney's "Discourses Concerning Government" were "certainly much more influential than Locke's "Two Treatises.""
In the 50 years after Queen Anne's death in 1714, the "Two Treatises" were reprinted only once (except in the collected works of Locke). However, with the rise of American resistance to British taxation, the "Second Treatise of Government" gained a new readership; it was frequently cited in the debates in both America and Britain. The first American printing occurred in 1773 in Boston.
Locke exercised a profound influence on political philosophy, in particular on modern liberalism. Michael Zuckert has argued that Locke launched liberalism by tempering Hobbesian absolutism and clearly separating the realms of Church and State. He had a strong influence on Voltaire who called him ""le sage" Locke." His arguments concerning liberty and the social contract later influenced the written works of Alexander Hamilton, James Madison, Thomas Jefferson, and other Founding Fathers of the United States. In fact, one passage from the "Second Treatise" is reproduced verbatim in the Declaration of Independence, the reference to a "long train of abuses." Such was Locke's influence that Thomas Jefferson wrote:Bacon, Locke and Newton… I consider them as the three greatest men that have ever lived, without any exception, and as having laid the foundation of those superstructures which have been raised in the Physical and Moral sciences.However, Locke's influence may have been even more profound in the realm of epistemology. Locke redefined subjectivity, or "self", leading intellectual historians such as Charles Taylor and Jerrold Seigel to argue that Locke's "An Essay Concerning Human Understanding" (1690) marks the beginning of the modern Western conception of the "self".
Locke's theory of association heavily influenced the subject matter of modern psychology. At the time, Locke's recognition of two types of ideas, "simple" and "complex"—and, more importantly, their interaction through associationism—inspired other philosophers, such as David Hume and George Berkeley, to revise and expand this theory and apply it to explain how humans gain knowledge in the physical world.
Locke, writing his "Letters Concerning Toleration" (1689–1692) in the aftermath of the European wars of religion, formulated a classic reasoning for religious tolerance, in which three arguments are central:
With regard to his position on religious tolerance, Locke was influenced by Baptist theologians like John Smyth and Thomas Helwys, who had published tracts demanding freedom of conscience in the early 17th century. Baptist theologian Roger Williams founded the colony of Rhode Island in 1636, where he combined a democratic constitution with unlimited religious freedom. His tract, "The Bloudy Tenent of Persecution for Cause of Conscience" (1644), which was widely read in the mother country, was a passionate plea for absolute religious freedom and the total separation of church and state. Freedom of conscience had had high priority on the theological, philosophical, and political agenda, as Martin Luther refused to recant his beliefs before the Diet of the Holy Roman Empire at Worms in 1521, unless he would be proved false by the Bible.
Appraisals of Locke have often been tied to appraisals of liberalism in general, and to appraisals of the United States. Detractors note that (in 1671) he was a major investor in the English slave-trade through the Royal African Company. In addition, while secretary to Shaftesbury, Locke participated in drafting the "Fundamental Constitutions of Carolina", which established a feudal aristocracy and gave masters absolute power over their slaves. For example, Martin Cohen notes that Locke, as a secretary to the Council of Trade and Plantations (1673–1674) and a member of the Board of Trade (1696–1700), was in fact, "one of just half a dozen men who created and supervised both the colonies and their iniquitous systems of servitude." Some see his statements on unenclosed property as having been intended to justify the displacement of the Native Americans. Because of his opposition to aristocracy and slavery in his major writings, he is accused of hypocrisy and racism, or of caring only for the liberty of English capitalists. Locke also drafted implementing instructions for the Carolina colonists designed to ensure that settlement and development was consistent with the Fundamental Constitutions. Collectively, these documents are known as the Grand Model for the Province of Carolina.
Locke uses the concept of "property" in both broad and narrow terms: broadly, it covers a wide range of human interests and aspirations; more particularly, it refers to material goods. He argues that property is a natural right that is derived from labour. In Chapter V of his "Second Treatise", Locke argues that the individual ownership of goods and property is justified by the labour exerted to produce such goods—"at least where there is enough [land], and as good, left in common for others" (para. 27)—or utilise property to produce goods beneficial to human society.
Locke stated his belief, in his "Second Treatise", that nature on its own provides little of value to society, implying that the labour expended in the creation of goods gives them their value. From this premise, understood as a "labour theory of value", Locke developed a "labour theory of property", whereby ownership of property is created by the application of labour. In addition, he believed that property precedes government and government cannot "dispose of the estates of the subjects arbitrarily." Karl Marx later critiqued Locke's theory of property in his own social theory.
Locke's political theory was founded upon that of social contract. Unlike Thomas Hobbes, Locke believed that human nature is characterised by reason and tolerance. Like Hobbes, Locke believed that human nature allowed people to be selfish. This is apparent with the introduction of currency. In a natural state, all people were equal and independent, and everyone had a natural right to defend his "life, health, liberty, or possessions." Most scholars trace the phrase "Life, Liberty and the pursuit of Happiness," in the American Declaration of Independence, to Locke's theory of rights, though other origins have been suggested.
Like Hobbes, Locke assumed that the sole right to defend in the state of nature was not enough, so people established a civil society to resolve conflicts in a civil way with help from government in a state of society. However, Locke never refers to Hobbes by name and may instead have been responding to other writers of the day. Locke also advocated governmental separation of powers and believed that revolution is not only a right but an obligation in some circumstances. These ideas would come to have profound influence on the Declaration of Independence and the Constitution of the United States.
According to Locke, unused property is wasteful and an offence against nature, but, with the introduction of "durable" goods, men could exchange their excessive perishable goods for those which would last longer and thus not offend the natural law. In his view, the introduction of money marked the culmination of this process, making possible the unlimited accumulation of property without causing waste through spoilage. He also includes gold or silver as money because they may be "hoarded up without injury to anyone," as they do not spoil or decay in the hands of the possessor. In his view, the introduction of money eliminates the limits of accumulation. Locke stresses that inequality has come about by tacit agreement on the use of money, not by the social contract establishing civil society or the law of land regulating property. Locke is aware of a problem posed by unlimited accumulation but does not consider it his task. He just implies that government would function to moderate the conflict between the unlimited accumulation of property and a more nearly equal distribution of wealth; he does not identify which principles that government should apply to solve this problem. However, not all elements of his thought form a consistent whole. For example, labour theory of value of the "Two Treatises of Government" stands side by side with the demand-and-supply theory developed in a letter he wrote titled "Some Considerations on the Consequences of the Lowering of Interest and the Raising of the Value of Money". Moreover, Locke anchors property in labour but in the end, upholds the unlimited accumulation of wealth.
Locke's general theory of value and price is a supply-and-demand theory, set out in a letter to a Member of Parliament in 1691, titled "Some Considerations on the Consequences of the Lowering of Interest and the Raising of the Value of Money". In it, he refers to supply as "quantity" and demand as "rent": "The price of any commodity rises or falls by the proportion of the number of buyers and sellers," and "that which regulates the price…[of goods] is nothing else but their quantity in proportion to their rent."
The quantity theory of money forms a special case of this general theory. His idea is based on "money answers all things" (Ecclesiastes) or "rent of money is always sufficient, or more than enough," and "varies very little…" Locke concludes that, as far as money is concerned, the demand is exclusively regulated by its quantity, regardless of whether the demand for money is unlimited or constant. He also investigates the determinants of demand and supply. For supply, he explains the value of goods as based on their scarcity and ability to be exchanged and consumed. He explains demand for goods as based on their ability to yield a flow of income. Locke develops an early theory of capitalisation, such as land, which has value because "by its constant production of saleable commodities it brings in a certain yearly income." He considers the demand for money as almost the same as demand for goods or land: it depends on whether money is wanted as medium of exchange. As a medium of exchange, he states that "money is capable by exchange to procure us the necessaries or conveniences of life," and for loanable funds, "it comes to be of the same nature with land by yielding a certain yearly income…or interest."
Locke distinguishes two functions of money: as a "counter" to measure value, and as a "pledge" to lay claim to goods. He believes that silver and gold, as opposed to paper money, are the appropriate currency for international transactions. Silver and gold, he says, are treated to have equal value by all of humanity and can thus be treated as a pledge by anyone, while the value of paper money is only valid under the government which issues it.
Locke argues that a country should seek a favourable balance of trade, lest it fall behind other countries and suffer a loss in its trade. Since the world money stock grows constantly, a country must constantly seek to enlarge its own stock. Locke develops his theory of foreign exchanges, in addition to commodity movements, there are also movements in country stock of money, and movements of capital determine exchange rates. He considers the latter less significant and less volatile than commodity movements. As for a country's money stock, if it is large relative to that of other countries, he says it will cause the country's exchange to rise above par, as an export balance would do.
He also prepares estimates of the cash requirements for different economic groups (landholders, labourers, and brokers). In each group he posits that the cash requirements are closely related to the length of the pay period. He argues the brokers—the middlemen—whose activities enlarge the monetary circuit and whose profits eat into the earnings of labourers and landholders, have a negative influence on both personal and the public economy to which they supposedly contribute.
Locke defines "the self" as "that conscious thinking thing, (whatever substance, made up of whether spiritual, or material, simple, or compounded, it matters not) which is sensible, or conscious of pleasure and pain, capable of happiness or misery, and so is concerned for itself, as far as that consciousness extends." He does not, however, ignore "substance," writing that "the body too goes to the making the man."
In his "Essay", Locke explains the gradual unfolding of this conscious mind. Arguing against both the Augustinian view of man as originally sinful and the Cartesian position, which holds that man innately knows basic logical propositions, Locke posits an 'empty mind', a "tabula rasa", which is shaped by experience; and reflections being the two sources of "all" of our ideas.
Locke's "Some Thoughts Concerning Education" is an outline on how to educate this mind: he expresses the belief that education maketh the man, or, more fundamentally, that the mind is an "empty cabinet," through the statement:I think I may say that of all the men we meet with, nine parts of ten are what they are, good or evil, useful or not, by their education.Locke also wrote that "the little and almost insensible impressions on our tender infancies have very important and lasting consequences." He argued that the "associations of ideas" that one makes when young are more important than those made later because they are the foundation of the "self"; they are, put differently, what first mark the "tabula rasa". In his "Essay", in which both these concepts are introduced, Locke warns against, for example, letting "a foolish maid" convince a child that "goblins and sprites" are associated with the night for "darkness shall ever afterwards bring with it those frightful ideas, and they shall be so joined, that he can no more bear the one than the other."
This theory came to be called "associationism", going on to strongly influence 18th-century thought, particularly educational theory, as nearly every educational writer warned parents not to allow their children to develop negative associations. It also led to the development of psychology and other new disciplines with David Hartley's attempt to discover a biological mechanism for associationism in his "Observations on Man" (1749).
Locke was critical of Descartes' version of the dream argument, with Locke making the counter-argument that people cannot have physical pain in dreams as they do in waking life.
Some scholars have seen Locke's political convictions as being based from his religious beliefs. Locke's religious trajectory began in Calvinist trinitarianism, but by the time of the "Reflections" (1695) Locke was advocating not just Socinian views on tolerance but also Socinian Christology. However Wainwright (1987) notes that in the posthumously published "Paraphrase" (1707) Locke's interpretation of one verse, Ephesians 1:10, is markedly different from that of Socinians like Biddle, and may indicate that near the end of his life Locke returned nearer to an Arian position, thereby accepting Christ's pre-existence.
Locke was at times not sure about the subject of original sin, so he was accused of Socinianism, Arianism, or Deism. Locke argued that the idea that "all "Adam"'s Posterity [are] doomed to Eternal Infinite Punishment, for the Transgression of "Adam"" was "little consistent with the Justice or Goodness of the Great and Infinite God," leading Eric Nelson to associate him with Pelagian ideas. However, he did not deny the reality of evil. Man was capable of waging unjust wars and committing crimes. Criminals had to be punished, even with the death penalty.
With regard to the Bible, Locke was very conservative. He retained the doctrine of the verbal inspiration of the Scriptures. The miracles were proof of the divine nature of the biblical message. Locke was convinced that the entire content of the Bible was in agreement with human reason ("The Reasonableness of Christianity", 1695). Although Locke was an advocate of tolerance, he urged the authorities not to tolerate atheism, because he thought the denial of God's existence would undermine the social order and lead to chaos. That excluded all atheistic varieties of philosophy and all attempts to deduce ethics and natural law from purely secular premises. In Locke's opinion the cosmological argument was valid and proved God's existence. His political thought was based on Protestant Christian views. Additionally, Locke advocated a sense of piety out of gratitude to God for giving reason to men.
Locke's concept of man started with the belief in creation. Like philosophers Hugo Grotius and Samuel Pufendorf, Locke equated natural law with the biblical revelation. Locke derived the fundamental concepts of his political theory from biblical texts, in particular from Genesis 1 and 2 (creation), the Decalogue, the Golden Rule, the teachings of Jesus, and the letters of Paul the Apostle. The Decalogue puts a person's life, their reputation, and property under God's protection.
Locke's philosophy on freedom is also derived from the Bible. Locke also derived basic human equality from the Bible, including the equality of the sexes, the starting point of the theological doctrine of Imago Dei. To Locke, one of the consequences of the principle of equality was that all humans were created equally free and therefore governments needed the consent of the governed. Locke compared the English Monarchy's rule over the British people to Adam's rule over Eve in Genesis, which was appointed by God.
Following Locke's philosophy, the American Declaration of Independence founded human rights partially on the biblical belief in creation. Locke's doctrine that governments need the consent of the governed is also central to the Declaration of Independence.
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Jewish holidays
Jewish holidays, also known as Jewish festivals or Yamim Tovim (, or singular , in transliterated Hebrew []), are holidays observed in Judaism and by Jews throughout the Hebrew calendar. They include religious, cultural and national elements, derived from three sources: biblical "mitzvot" ("commandments"); rabbinic mandates; Jewish history and the history of the State of Israel.
Jewish holidays occur on the same dates every year in the Hebrew calendar, but the dates vary in the Gregorian. This is because the Hebrew calendar is a lunisolar calendar (based on the cycles of both the sun and moon), whereas the Gregorian is a solar calendar.
Certain terms are used very commonly for groups of holidays.
Certain terminology is used in referring to different categories of holidays, depending on their source and their nature:
"Shabbat" (שבת) (Ashkenazi pron. from Yiddish "shabbos"), or Sabbath, is referred to by that name exclusively. Similarly, "Rosh Chodesh" (ראש חודש) is referred to by that name exclusively.
The most notable common feature of Shabbat and the biblical festivals is the requirement to refrain from "melacha" on these days. "Melacha" is most commonly translated as "work"; perhaps a better translation is "creative-constructive work". Strictly speaking, "Melacha" is defined in Jewish law "(halacha)" by 39 categories of labor that were used in constructing the Tabernacle while the Jews wandered in the desert. As understood traditionally and in Orthodox Judaism:
In principle, Conservative Judaism understands the requirement to refrain from "melacha" in the same way as Orthodox Judaism. In practice, Conservative rabbis frequently rule on prohibitions around "melacha" differently from Orthodox authorities. Still, there are a number of Conservative/Masorti communities around the world where Sabbath and Festival observance fairly closely resembles Orthodox observance.
However, many, if not most, lay members of Conservative congregations in North America do not consider themselves Sabbath-observant, even by Conservative standards. At the same time, adherents of Reform Judaism and Reconstructionist Judaism do not accept "halacha", and therefore restrictions on "melacha," as binding at all. Jews fitting any of these descriptions refrain from "melacha" in practice only as they personally see fit.
Shabbat and holiday work restrictions are always put aside in cases of "pikuach nefesh," which is saving a human life. At the most fundamental level, if there is any possibility whatsoever that action must be taken to save a life, Shabbat restrictions are set aside immediately, and without reservation. Where the danger to life is present but less immediate, there is some preference to minimize violation of Shabbat work restrictions where possible. The laws in this area are complex.
The Torah specifies a single date on the Jewish calendar for observance of holidays. Nevertheless, festivals of biblical origin other than Shabbat and Yom Kippur are observed for two days outside the land of Israel, and Rosh Hashanah is observed for two days even inside the land of Israel.
Dates for holidays on the Jewish calendar are expressed in the Torah as "day x of month y." Accordingly, the beginning of "month y" needs to be determined before the proper date of the holiday on "day x" can be fixed. Months in the Jewish calendar are lunar, and originally were thought to have been proclaimed by the blowing of a "shofar". Later, the Sanhedrin received testimony of witnesses saying they saw the new crescent moon. Then the Sanhedrin would inform Jewish communities away from its meeting place that it had proclaimed a new moon. The practice of observing a second festival day stemmed from delays in disseminating that information.
Yom Kippur is not observed for two days anywhere because of the difficulty of maintaining a fast over two days.
Adherents of Reform Judaism and Reconstructionist Judaism generally do not observe the second day of festivals, although some do observe two days of Rosh Hashanah.
Jewish law "(halacha)" accords "Shabbat" (שבת) the status of a holiday, a day of rest celebrated on the seventh day of each week. Jewish law defines a day as ending at either sundown or nightfall, when the next day then begins. Thus,
The fundamental rituals and observances of Shabbat include:
In many ways, "halakha" (Jewish law) sees "Shabbat" as the most important holy day in the Jewish calendar.
Rosh Chodesh (ראש חודש) (lit., "head of the month") is a minor holiday or observance occurring on the first day of each month of the Jewish calendar, as well as the last day of the preceding month if it has thirty days.
Beyond the preceding, current observance is limited to changes in liturgy.
"Related observances:"
The month of Elul that precedes Rosh Hashanah is considered to be a propitious time for repentance. For this reason, additional penitential prayers called Selichot are added to the daily prayers, except on Shabbat. Sephardi Jews add these prayers each weekday during Elul. Ashkenazi Jews recite them from the last Sunday (or Saturday night) preceding Rosh Hashanah that allows at least four days of recitations.
According to oral tradition, Rosh Hashanah (ראש השנה) (lit., "Head of the Year") is the Day of Memorial or Remembrance (יום הזכרון, "Yom HaZikaron"), and the day of judgment (יום הדין, "Yom HaDin"). God appears in the role of King, remembering and judging each person individually according to his/her deeds, and making a decree for each person for the following year.
The holiday is characterized by one specific mitzvah: blowing the "shofar". According to the Torah, this is the first day of the seventh month of the calendar year, and marks the beginning of a ten-day period leading up to Yom Kippur. According to one of two Talmudic opinions, the creation of the world was completed on Rosh Hashanah.
Morning prayer services are lengthy on Rosh Hashanah, and focus on the themes described above: majesty and judgment, remembrance, the birth of the world, and the blowing of the "shofar". Ashkenazi Jews recite the brief "Tashlikh" prayer, a symbolic casting off of the previous year's sins, during the afternoon of Rosh Hashanah.
The Bible specifies Rosh Hashanah as a one-day holiday, but it is traditionally celebrated for two days, even within the Land of Israel. (See "Second day of biblical festivals," above.)
The Torah itself does not use any term like "new year" in reference to Rosh Hashanah. The Mishnah in Rosh Hashanah specifies four different "New Year's Days" for different purposes:
The first ten days of Tishrei (from the beginning of Rosh Hashana until the end of Yom Kippur) are known as the Ten Days of Repentance (עשרת ימי תשובה, "Aseret Yemei Teshuva"). During this time, in anticipation of Yom Kippur, it is "exceedingly appropriate" for Jews to practice "teshuvah" (literally "return"), an examination of one's deeds and repentance for sins one has committed against other people and God. This repentance can take the form of additional supplications, confessing one's deeds before God, fasting, self-reflection, and an increase of involvement with, or donations to, charity.
The Fast of Gedalia (צום גדליה) is a minor Jewish fast day. It commemorates the assassination of the governor of Judah, Gedalia, which ended any level of Jewish rule following the destruction of the First Temple.
As on all minor fast days, fasting from dawn to dusk is required, but other laws of mourning are not normally observed. A Torah reading is included in both the "Shacharit" and "Mincha" prayers, and a Haftarah is also included at "Mincha". There are also a number of additions to the liturgy of both services.
Yom Kippur (יום כיפור) is the holiest day of the year for Jews. Its central theme is atonement and reconciliation. This is accomplished through prayer and complete fasting—including abstinence from all food and drink (including water)—by all healthy adults. Bathing, wearing of perfume or cologne, wearing of leather shoes, and sexual relations are some of the other prohibitions on Yom Kippur—all them designed to ensure one's attention is completely and absolutely focused on the quest for atonement with God. Yom Kippur is also unique among holidays as having work-related restrictions identical to those of Shabbat. The fast and other prohibitions commence on 10 Tishrei at sunset—sunset being the "beginning" of the day in Jewish tradition.
A traditional prayer in Aramaic called "Kol Nidre" ("All Vows") is traditionally recited just before sunset. Although often regarded as the start of the Yom Kippur evening service—to such a degree that "Erev Yom Kippur" ("Yom Kippur Evening") is often called "Kol Nidre" (also spelled "Kol Nidrei")—it is technically a separate tradition. This is especially so because, being recited before sunset, it is actually recited on 9 Tishrei, which is the day "before" Yom Kippur; it is not recited on Yom Kippur itself (on 10 Tishrei, which begins "after" the sun sets).
A "Tallit" (four-cornered prayer shawl) is donned for evening and afternoon prayers–the only day of the year in which this is done. In traditional Ashkenazi communities, men wear the "kittel" throughout the day's prayers. The prayers on Yom Kippur evening are lengthier than on any other night of the year. Once services reconvene in the morning, the services (in all traditions) are the longest of the year. In some traditional synagogues prayers run continuously from morning until nightfall, or nearly so. Two highlights of the morning prayers in traditional synagogues are the recitation of "Yizkor," the prayer of remembrance, and of liturgical poems "(piyyutim)" describing the temple service of Yom Kippur.
Two other highlights happen late in the day. During the "Minchah" prayer, the "haftarah" reading features the entire Book of Jonah. Finally, the day concludes with "Ne'ilah," a special service recited only on the day of Yom Kippur. Ne'ilah deals with the closing of the holiday, and contains a fervent final plea to God for forgiveness just before the conclusion of the fast. Yom Kippur comes to an end with the blowing of the "shofar", which marks the conclusion of the fast. It is always observed as a one-day holiday, both inside and outside the boundaries of the Land of Israel.
Yom Kippur is considered, along with 15th of Av, as the happiest days of the year (Talmud Bavli—Tractate Ta'anit).
"Sukkot" (סוכות or סֻכּוֹת, "sukkōt") or "Succoth" is a seven-day festival, also known as the Feast of Booths, the Feast of Tabernacles, or just Tabernacles. It is one of the Three Pilgrimage Festivals ("shalosh regalim") mentioned in the Bible. Sukkot commemorates the years that the Jews spent in the desert on their way to the Promised Land, and celebrates the way in which God protected them under difficult desert conditions. The word "sukkot" is the plural of the Hebrew word "sukkah", meaning booth. Jews are commanded to "dwell" in booths during the holiday. This generally means taking meals, but some sleep in the "sukkah" as well, particularly in Israel. There are specific rules for constructing a "sukkah".
Along with dwelling in a "sukkah," the principal ritual unique to this holiday is use of the Four Species: "lulav" (palm), "hadass" (myrtle), "aravah" (willow) and "etrog" (citron). On each day of the holiday other than Shabbat, these are waved in association with the recitation of Hallel in the synagogue, then walked in a procession around the synagogue called the "Hoshanot".
The seventh day of the Sukkot is called Hoshanah Rabbah, the "Great "Hoshanah"" (singular of "Hoshanot" and the source of the English word hosanna). The climax of the day's prayers includes seven processions of "Hoshanot" around the synagogue. This tradition mimics practices from the Temple in Jerusalem. Many aspects of the day's customs also resemble those of Rosh Hashanah and Yom Kippur. Hoshanah Rabbah is traditionally taken to be the day of the "delivery" of the final judgment of Yom Kippur, and offers a last opportunity for pleas of repentance before the holiday season closes.
The holiday of Shemini Atzeret (שמיני עצרת) immediately follows the conclusion of the holiday of Sukkot. The Hebrew word "shemini" means "eighth”, and refers to its position on "the eighth day" of Sukkot, actually a seven-day holiday. This name reflects the fact that while in many respects Shemini Atzeret is a separate holiday in its own right, in certain respects its celebration is linked to that of Sukkot. Outside Israel, meals are still taken in the Sukkah on this day.
The main notable custom of this holiday is the celebration of "Simchat Torah" (שמחת תורה), meaning "rejoicing with the Torah". This name originally referred to a special "ceremony": the last weekly Torah portion is read from Deuteronomy, completing the annual cycle, and is followed immediately by the reading of the first chapter of Genesis, beginning the new annual cycle. Services are especially joyous, and all attendees, young and old, are involved.
This ceremony so dominates the holiday that in Israel, where the holiday is one day long, the whole holiday is often referred to as "Simchat Torah". Outside Israel, the holiday is two days long; the name "Shemini Atzeret" is used for the first day, while the second is normally called "Simchat Torah".
The story of Hanukkah (חנוכה) is preserved in the books of the First and Second Maccabees. These books are not part of the Tanakh (Hebrew Bible), they are apocryphal books instead. The miracle of the one-day supply of olive oil miraculously lasting eight days is first described in the Talmud (Shabbat 21b), written about 600 years after the events described in the books of Maccabees.
Hanukkah marks the defeat of Seleucid Empire forces that had tried to prevent the people of Israel from practicing Judaism. Judah Maccabee and his brothers destroyed overwhelming forces, and rededicated the Temple in Jerusalem. The eight-day festival is marked by the kindling of lights—one on the first night, two on the second, and so on—using a special candle holder called a "Hanukkiah", or a "Hanukkah menorah."
Religiously, Hanukkah is a minor holiday. Except on Shabbat, restrictions on work do not apply. Aside from the kindling of lights, formal religious observance is restricted to changes in liturgy. Hanukkah celebration tends to be informal and based on custom rather than law. Three widely practiced customs include:
The Tenth of Tevet (עשרה בטבת, "Asarah B'Tevet") is a minor fast day, marking the beginning of the siege of Jerusalem as outlined in 2 Kings 25:1
This fast's commemoration also includes other events occurring on 8, 9 and 10 Tevet.
This fast is observed like other minor fasts (see Tzom Gedalia, above). This is the only minor fast that can fall on a Friday under the current fixed Jewish calendar.
Tu Bishvat (ט"ו בשבט) (lit., "fifteenth of Shevat”, as ט״ו is the number "15" in Hebrew letters), is the new year for trees. It is also known as חג האילנות ("Ḥag ha-Ilanot," Festival of Trees), or ראש השנה לאילנות ("Rosh ha-Shanah la-Ilanot," New Year for Trees). According to the Mishnah, it marks the day from which fruit tithes are counted each year. Starting on this date, the biblical prohibition on eating the first three years of fruit ("orlah") and the requirement to bring the fourth year fruit "(neta revai)" to the Temple in Jerusalem were counted.
During the 17th century, Rabbi Yitzchak Luria of Safed and his disciples created a short seder, called "Hemdat ha‑Yamim," reminiscent of the seder that Jews observe on Passover, that explores the holiday's Kabbalistic themes. This Tu Bishvat seder has witnessed a revival in recent years. More generally, Tu Bishvat is celebrated in modern times by eating various fruits and nuts associated with the Land of Israel.
Traditionally, trees are planted on this day. Many children collect funds leading up to this day to plant trees in Israel. Trees are usually planted locally as well.
"Purim Katan" (פורים קטן) (lit., "small Purim") is observed on the 14th and 15th of First Adar in leap years. These days are marked by a small increase in festivity, including a prohibition on fasting, and slight changes in the liturgy.
"Ta'anit Esther" (תענית אסתר), or "Fast of Esther", is named in honor of the fast of Esther and her court as Esther prepared to approach the king unbidden to invite him and Haman to a banquet. It commemorates that fast, as well as one alluded to later in the Book of Esther, undertaken as the Jews prepared to battle their enemies.
This fast is observed like other minor fasts (see Tzom Gedalia, above). While normally observed on 13 Adar, the eve of Purim, this fast is advanced to Thursday, 11 Adar, when 13 Adar falls on Shabbat.
Purim (פורים) commemorates the events that took place in the Book of Esther. The principal celebrations or commemorations include:
Several customs have evolved from these principal commemorations. One widespread custom to act out the story of Purim. The Purim spiel, or Purim play, has its origins in this, although the "Purim spiel" is not limited to that subject. Wearing of costumes and masks is also very common. These may be an outgrowth of Purim plays, but there are several theories as to the origin of the custom, most related in some way to the "hidden" nature of the miracles of Purim.
Purim carnivals of various types have also become customary. In Israel there are festive parades, known as "Ad-D'lo-Yada", in the town's main street. The largest and most renowned is in Holon.
Most Jews celebrate Purim on 14 Adar, the day of celebration after the Jews defeated their enemies. Because Jews in the capital city of Shushan fought with their enemies an extra day, Purim is celebrated a day later there, on the day known as שושן פורים, Shushan Purim. This observance was expanded to "walled cities", which are defined as cities "walled since the time of Joshua". In practice, there are no Jews living in Shushan (Shush, Iran), and Shushan Purim is observed fully only in Jerusalem. Cities like Safed and Tiberias also partially observe Shushan Purim. Elsewhere, Shushan Purim is marked only by a small increase in festivity, including a prohibition on fasting, and slight changes in the liturgy.
As a rule, the month of Nisan is considered to be one of extra joy. Traditionally, throughout the entire month, Tahanun is omitted from the prayer service, many public mourning practices (such as delivering a eulogy at a funeral) are eliminated, and voluntary fasting is prohibited. However, practices sometimes vary.
The day before Passover ("Erev Pesach," lit., "Passover eve") is significant for three reasons:
When Passover starts on Sunday, and the eve of Passover is therefore Shabbat, the above schedule is altered. See Eve of Passover on Shabbat for details.
Passover (פּסח) "(Pesach"), also known liturgically as חג המצות "("Ḥag haMatzot"", the "Festival of Unleavened Bread"), is one of the Three Pilgrimage Festivals ("shalosh regalim") mentioned in the Torah. Passover commemorates the Exodus, the liberation of the Israelite slaves from Egypt. No "chametz" (leavened food) is eaten, or even owned, during the week of Passover, in commemoration of the biblical narrative in which the Israelites left Egypt so quickly that their bread did not have enough time to rise. Observant Jews go to great lengths to remove all "chametz" from their homes and offices in the run-up to Passover.
Along with the avoidance of "chametz", the principal ritual unique to this holiday is the seder. The "seder", meaning "order", is an ordered ritual meal eaten on the first night of Passover, and outside Israel also on the second night. This meal is known for its distinctive ritual foods—matzo (unleavened bread), maror (bitter herbs), and four cups of wine—as well as its prayer text/handbook/study guide, the Haggadah. Participation in a Passover seder is one of the most widely observed Jewish rituals, even among less affiliated or less observant Jews.
Passover lasts seven days in Israel, and eight days outside Israel. The holiday of the last day of Passover (outside Israel, last two days) commemorates the Splitting of the Red Sea; according to tradition this occurred on the seventh day of Passover.
"Pesach Sheni" (פסח שני) ("Second Passover") is a day prescribed in the Torah to allow those who did not bring the Paschal Lamb offering "(Korban Pesach)" a second chance to do so. Eligibility was limited to those who were distant from Jerusalem on Passover, or those who were ritually impure and ineligible to participate in a sacrificial offering. Today, some have the custom to eat matzo on Pesach Sheni, and some make a small change to the liturgy.
"Sefirah" (lit. "Counting"; more fully, "Sefirat HaOmer," "Counting of the Omer") (ספירת העומר), is the 49-day period between the biblical pilgrimage festivals of Passover and Shavuot. The Torah states that this period is to be counted, both in days and in weeks. The first day of this period is the day of the first grain offering of the new year's crop, an omer of barley. The day following the 49th day of the period is the festival of Shavuot; the Torah specifies a grain offering of wheat on that day.
Symbolically, this period has come to represent the spiritual development of the Israelites from slaves in the polytheistic society of Ancient Egypt to free, monotheistic people worthy of the revelation of the Torah, traditionally said to have occurred on Shavuot. Spiritual development remains a key rabbinic teaching of this period.
Sefirah has long been observed as a period of semi-mourning. The customary explanation cites a plague that killed 24,000 students of Rabbi Akiva (BT "Yevamot" 62b). In broad terms, the mourning practices observed include limiting actual celebrations (such as weddings), not listening to music, not wearing new clothing, and not shaving or taking a haircut. There is a wide variety of practice as to the specifics of this observance. See Counting of the Omer (Semi-mourning).
"Lag Ba'Omer" () is the 33rd day in the Omer count ( is the number 33 in Hebrew). By Ashkenazi practice, the semi-mourning observed during the period of Sefirah (see above) is lifted "on" Lag Ba'Omer, while Sefardi practice is to lift it "at the end of" Lag Ba'Omer. Minor liturgical changes are made on Lag Ba'omer; because mourning practices are suspended, weddings are often conducted on this day.
Lag Ba'Omer is identified as the "Yom Hillula (yahrzeit)" of Rabbi Shimon bar Yochai, one of the leading "Tannaim" (teachers quoted in the Mishna) and ascribed author of the core text of Kabbalah, the Zohar. Customary celebrations include bonfires, picnics, and bow and arrow play by children. Boys sometimes receive their first haircuts on Lag Ba'Omer, while Hasidic rebbes hold "tishes" in honor of the day.
In Israel, Lag Ba'Omer is associated with the Bar Kokhba revolt against the Roman Empire. In Zionist thought, the plague that decimated Rabbi Akiva's 24,000 disciples is explained as a veiled reference to the revolt; the 33rd day representing the end of the plague is explained as the day of Bar Kokhba's victory. The traditional bonfires and bow-and-arrow play were thus reinterpreted as celebrations of military victory. In this vein, the order originally creating the Israel Defense Forces was issued on Lag Ba'Omer 1948, 13 days after Israel declared independence.
"Shavuot" (), the Feast of Weeks, is one of the three pilgrimage festivals ("Shalosh regalim") ordained in the Torah. Different from other biblical holidays, the date for Shavuot is not explicitly fixed in the Torah. Instead, it is observed on the day following the 49th and final day in the counting of the Omer. In the current era of the fixed Jewish calendar, this puts the date of Shavuot as 6 Sivan. In Israel and in Reform Judaism, it is a one-day holiday; elsewhere, it is a two-day holiday extending through 7 Sivan.
According to Rabbinic tradition, codified in the Talmud at Shabbat 87b, the Ten Commandments were given on this day. In the era of the Temple, there were certain specific offerings mandated for Shavuot, and Shavuot was the first day for bringing of Bikkurim to the Temple. Other than those, there are no explicit "mitzvot" unique to Shavuot given in the Torah (parallel to matzo on Passover or Sukkah on Sukkot).
Nevertheless, there are a number of widespread customs observed on Shavuot. During this holiday the Torah portion containing the Ten Commandments is read in the synagogue, and the biblical Book of Ruth is read as well. It is traditional to eat dairy meals during Shavuot. In observant circles, all night Torah study is common on the first night of Shavuot, while in Reform Judaism, Shavuot is the customary date for Confirmation ceremonies.
The three-week period starting on 17 Tammuz and concluding after Tisha B'Av has traditionally been observed as a period of mourning for the destruction of Jerusalem and the Holy Temple there.
The Seventeenth of Tamuz (שבעה עשר בתמוז, "Shiva Asar B'Tamuz") traditionally marks the first breach in the walls of the Jerusalem during the Roman conquest in 70 CE, at the end of the Second Temple period. According to tradition, this day has had negative connotations since Moses broke the first set of tablets on this day. The Mishnah cites five negative events that happened on 17 Tammuz.
This fast is observed like other minor fasts (see Tzom Gedalia, above). When this fast falls out on Shabbat, its observance is postponed until Sunday.
The period between the fasts of 17 Tammuz and 9 Av, known as the "Three Weeks" (Hebrew: בין המצרים, "between the straits"), features a steadily increasing level of mourning practices as Tisha B'Av approaches. Ashkenazi Jews refrain from conducting weddings and other joyful events throughout the period unless the date is established by Jewish law (as for a bris or "pidyon haben)". They do not cut their hair during this period. Starting on the first of Av and throughout the nine days between the 1st and 9th days of Av, Ashkenazim traditionally refrain from eating meat and drinking wine, except on Shabbat or at a "Seudat Mitzvah" (a Mitzvah meal, such as for a bris or "siyum"). They also refrain from bathing for pleasure. Sefardic practice varies some from this; the less severe restrictions usually begin on 1 Av, while the more severe restrictions apply during the week of Tisha B'Av itself.
Subject to the variations described above, Orthodox Judaism continues to maintain the traditional prohibitions. In Conservative Judaism, the Rabbinical Assembly's Committee on Jewish Law and Standards has issued several responsa (legal rulings) which hold that the prohibitions against weddings in this timeframe are deeply held traditions, but should not be construed as binding law. Thus, Conservative Jewish practice would allow weddings during this time, except on the 17th of Tammuz and 9th of Av themselves. Rabbis within Reform Judaism and Reconstructionist Judaism hold that halakha (Jewish law) is no longer binding and follow their individual consciences on such matters. Nevertheless, the rabbinical manual of the Reform movement encourages Reform rabbis not to conduct weddings on Tisha B'Av itself "out of historical consciousness and respect" for the Jewish community.
"Tisha B'Av" () is a major fast day and day of mourning. A Midrashic tradition states that the spies' negative report concerning the Land of Israel was delivered on Tisha B'Av. Consequently, the day became auspicious for negative events in Jewish history. Most notably, both the First Temple, originally built by King Solomon, and the Second Temple of Roman times were destroyed on Tisha B'Av. Other calamities throughout Jewish history are said to have taken place on Tisha B'Av, including King Edward I's edict compelling the Jews to leave England (1290) and the Jewish expulsion from Spain in 1492.
Tisha B'Av is a major fast. It is a 25-hour fast, running from sundown to nightfall. As on Yom Kippur, not only are eating and drinking prohibited, but also bathing, anointing, marital relations and the wearing of leather shoes. Work is not prohibited, as on biblical holidays, but is discouraged. In the evening, the Book of Lamentations is read in the synagogue, while in the morning lengthy "kinot," poems of elegy, are recited. From evening until noon mourning rituals resembling those of shiva are observed, including sitting on low stools or the floor; after noon those restrictions are somewhat lightened, in keeping with the tradition that Messiah will be born on Tisha B'Av.
While the fast ends at nightfall of 9-10 Av, the restrictions of the Three Weeks and Nine Days continue through noon on 10 Av because the Second Temple continued to burn through most of that day. When 9 Av falls on Shabbat, when fasting is prohibited, the fast is postponed until 10 Av. In that case, the restrictions of the Three Weeks and Nine Days end with the fast, except for the prohibition against eating meat and drinking wine, which extend until the morning of 10 Av.
"Tu B'av" (ט״ו באב), lit. "15th of Av", is a day mentioned in the Talmud alongside Yom Kippur as "happiest of the year". It was a day celebrating the bringing of wood used for the Temple Service, as well as a day when marriages were arranged. Today, it is marked by a small change in liturgy. In modern Israel, the day has become somewhat of an analog to Valentine's Day.
Several other fast days of ancient or medieval origin continue to be observed to some degree in modern times. Such continued observance is usually by Orthodox Jews only, and is not universal today even among Orthodox Jews.
As a general rule, the biblical Jewish holidays (Sabbath, Rosh Hashanah, Yom Kippur, Passover, Shavuot, Sukkot and Purim) are observed as public holidays in Israel. Chanukah is a school holiday, but businesses remain open. On Tisha B'Av, restaurants and places of entertainment are closed. Other Jewish holidays listed above are observed in varying ways and to varying degrees.
Between the creation of the State of Israel in 1948 and the aftermath of the Six-Day War, the Knesset, generally in consultation with the Chief Rabbinate of Israel, established four national holidays or days of remembrance:
The status of these days as "religious" events is not uniform within the Jewish world. Non-Orthodox, Religious Zionist and Modern Orthodox Jewish religious movements accept these days as "religious" as well as "national" in nature.
As a rule, these four days are not accepted as religious observances by most Haredi Jews, including Hasidim. Some "ḥaredim" are opposed to the existence of the State of Israel altogether on religious grounds; others simply feel that there are not sufficient grounds under Jewish law to justify the establishment of new religious holidays. For details, see Haredim and Zionism.
Observance of these days in Jewish communities outside Israel is typically more muted than their observance in Israel. Events held in government and public venues within Israel are often held in Jewish communal settings (synagogues and community centers) abroad.
More recently, the Knesset established two additional holidays:
Finally, the Israeli government also recognizes several ethnic Jewish observances with holiday status.
"Yom HaShoah" (lit. "Holocaust Day") is a day of remembrance for victims of the Holocaust. Its full name is "Yom Hazikaron LaShoah v'LiGevurah" (lit. "Holocaust and Heroism Remembrance Day") (), and reflects a desire to recognize martyrs who died in active resistance to the Nazis alongside those who died as passive victims. Its date, 27 Nisan, was chosen because it commemorates the Warsaw Ghetto uprising, the best known of the armed Jewish uprisings.
Places of public entertainment are closed throughout Israel in recognition of the day. Public commemoration of Yom HaShoah usually includes religious elements such as the recitation of Psalms, memorial prayers, and kaddish, and the lighting of memorial candles. In Israel, the most notable observances are the State memorial ceremony at Yad Vashem and the sirens marking off a two-minute silence at 10:00 am. Religious Zionist and Modern Orthodox Jews generally participate in such public observances along with secular Jews and Jews who adhere to more liberal religious movements. Outside Israel, Jewish communities observe Yom HaShoah in addition to or instead of their countries' Holocaust Memorial Days. Probably the most notable commemoration is the March of the Living, held at the site of Auschwitz-Birkenau, attended by Jews from all parts of the world.
Outside Orthodoxy, a liturgy for Yom HaShoah is beginning to develop. The Conservative, Reform and Reconstructionist prayer books all include liturgical elements for Yom HaShoah, to be added to the regular weekday prayers. Conservative Judaism has written a scroll, called "Megillat HaShoah," intended to become a definitive liturgical reading for Yom HaShoah. The Orthodox world–even the segment that participates publicly in Yom HaShoah–has been reluctant to write a liturgy for the day, preferring to compose "Kinnot" (prayers of lamentation) for recitation on Tisha B'Av.
In order to ensure that public Yom HaShoah ceremonies in Israel do not violate Shabbat prohibitions, the date for Yom HaShoah varies as follows:
"Yom Hazikaron" (lit. "Memorial Day") is a day of remembrance of the fallen of Israel's wars. During the first years of Israel's independence, this remembrance was observed on Yom Ha'atzmaut (Independence Day) itself. However, by 1951, the memorial observance was separated from the festive celebration of Independence Day and moved to its current date, the day before Yom Ha'atzmaut. Since 2000, the scope of the memorial has expanded to include civilians slain by acts of hostile terrorism. Its full name is now ("Day of Remembrance for the Fallen of the Battles of Israel and the Victims of Terror").
Places of public entertainment are closed throughout Israel in recognition of the day. Many schools, businesses and other institutions conduct memorial services on this day, and it is customary to visit the graves of fallen soldiers and to recite memorial prayers there. The principal public observances are the evening opening ceremony at the Western Wall and the morning services of remembrance at military cemeteries throughout the country, each opened by the sounding of sirens. The public observances conclude with the service at the military cemetery on Mount Herzl that serves as the transition to Yom Ha'atzmaut.
Outside Israel, Yom HaZikaron observances are often folded into Yom Ha'atzmaut celebrations. Within Israel, Yom Hazikaron is always the day before Yom Ha'atzmaut, but that date moves to prevent violation of Sabbath prohibitions during the ceremonies of either day. See following section for details.
"Yom Ha'atzmaut" () is Israel's Independence Day. Observance of this day by Jews inside and outside Israel is widespread, and varies in tone from secular (military parades and barbecues) to religious (recitation of Hallel and new liturgies).
Although Israel's independence was declared on a Friday, the Chief Rabbinate has long been mindful of the possibility of Yom Ha'atzmaut (and Yom Hazikaron) observances leading to violation of Sabbath prohibitions. To prevent such violations, the dates of Yom Hazikaron and Yom Ha'atzmaut vary as follows:
Nearly all non-"ḥaredi" Jewish religious communities have incorporated changes or enhancements to the liturgy in honor of Yom Ha'atzmaut and suspend the mourning practices of the period of Sefirat Ha'Omer. (See Yom Ha'atzmaut—Religious Customs for details.) Within the Religious Zionist and Modern Orthodox communities, these changes are not without controversy, and customs continue to evolve.
"Ḥaredi" religious observance of Yom Ha'atzmaut varies widely. A few "ḥaredim" (especially Sefardic Ḥaredim) celebrate the day in a reasonably similar way to the way non-"ḥaredim" do. Most "ḥaredim" simply treat the day indifferently; "i.e.," as a regular day. And finally others (notably Satmar Ḥasidim and Neturei Karta) mourn on the day because of their opposition to the enterprise of the State of Israel.
Jerusalem Day () marks the 1967 reunification of Jerusalem under Israeli control during the Six-Day War. This marked the first time in 19 years that the Temple Mount was accessible to Jews, and the first time since the destruction of the Second Temple 1900 years earlier that the Temple Mount was under Jewish political control.
As with Yom Ha'atzmaut, celebrations of Yom Yerushalayim range from completely secular (including hikes to Jerusalem and a large parade through downtown Jerusalem) to religious (recitation of Hallel and new liturgies). Although Haredim do not participate in the liturgical changes, they are somewhat more likely to celebrate Yom Yerushalayim than the other modern Israeli holidays because of the importance of the liberation of the Western Wall and the Old City of Jerusalem.
Outside Israel, observance of Yom Yerushalayim is widespread, especially in Orthodox circles. It has not gained as widespread acceptance as Yom Ha'atzmaut, especially among more politically liberal Jews, because of the continuing conflicts over the future of the city.
Yom Yerushalayim has not traditionally moved to avoid Shabbat desecration, although in 2012 the Chief Rabbinate began some efforts in that direction.
Aliyah Day () is an Israeli national holiday celebrated annually on the tenth of Nisan. The day was established to acknowledge Aliyah, immigration to the Jewish state, as a core value of the State of Israel, and honor the ongoing contributions of Olim (immigrants) to Israeli society.
Immigration to Israel is a recognized religious value of Judaism, sometimes referred to as the Gathering of Israel. The date chosen for Yom HaAliyah, 10 Nisan, has religious significance: it is the day on which Joshua and the Israelites crossed the Jordan River at Gilgal into the Promised Land. It was thus the first documented "mass Aliyah". The alternative date observed in the school system, 7 Heshvan, falls during the week of the Torah portion in which God instructs Abraham to leave his home and his family and go up to the Land of Israel.
At the present time, observance of this day appears to be secular in nature.
The Knesset established this observance in 2014. The purpose of this observance is to recognize the collective trauma of Mizrahi Jews during the period around the establishment of the State of Israel. Many Mizrachi Jews felt that their own suffering was being ignored, both in comparison to the suffering of European Jewry during the Holocaust and in comparison to the Palestinian Nakba. The Gregorian-calendar date chosen is the day after the United Nations Partition Plan for Palestine was adopted, as that date marked the beginning of concentrated pressure and hostility against the community.
At the present time, observance of this day appears to be secular in nature.
The Israeli government officially recognizes three traditional holidays of ethnic Jewish communities in Israel. These days are also observed by their respective communities outside Israel.
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John Engler
John Mathias Engler (born October 12, 1948) is an American businessman and member of the Republican Party who was elected to serve three terms as the 46th Governor of Michigan from 1991 to 2003. He later worked for Business Roundtable, where "The Hill" called him one of the country's top lobbyists.
Engler has spent most of his adult life in government. He was serving in the Michigan Senate when he enrolled at Thomas M. Cooley Law School and graduated with a Juris Doctor degree, having served as a Michigan State senator since 1979. He was elected Senate majority leader in 1984 and served there until being elected governor in 1990.
Engler served on the board of advisors of the Russell Kirk Center for Cultural Renewal, an educational organization that continues the intellectual legacy of noted conservative and Michigan native Russell Kirk. Engler also served on the board of trustees of the Marguerite Eyer Wilbur Foundation, which funds many Kirk Center programs. Engler was a member of the Annie E. Casey Foundation board of trustees until 2014. As of 2018, he serves on the board of directors of Universal Forest Products. Previous board service included serving as a director of Dow Jones and Delta Air Lines and as a trustee of Munder Funds..
Engler, a Roman Catholic, was born in Mount Pleasant, Michigan, on October 12, 1948, to Mathias John Engler and his wife, Agnes Marie (née Neyer), but grew up on a cattle farm near Beal City.
He attended Michigan State University, graduating with a degree in agricultural economics in 1971, and Thomas M. Cooley Law School, graduating with a Doctor of Jurisprudence degree in 1981.
He was elected to the Michigan House of Representatives as a state representative in 1970 at the age of 22. He served in the House from 1971 to 1978. His campaign manager in that first election was a college friend, Dick Posthumus. Engler later became the first Republican youth vice-chair for the Michigan Republican Party, defeating future U.S. Senator Spencer Abraham. Posthumus later went on to be elected a state senator, Senate Majority Leader and Lieutenant Governor. He was Engler's running mate in the 1998 election and served from 1999 to 2003.
Engler's administration was characterized by privatization of state services, income tax reduction, a sales tax increase, educational reform, welfare reform, and major reorganization of executive branch departments.
In 1996, he was elected chairman of the Republican Governors Association, and, in 2001, he was elected to head the National Governors Association.
In 2002, near the end of his final term, Engler and the Michigan Department of Environmental Quality attempted to negotiate a consent order with Dow Chemical that would have resulted in a ninefold increase in the allowable levels of dioxins. The consent order would have resulted in Dow not having to pay to clean up high levels of toxins in Midland, Michigan, near its plant there, as well as in the Tittabawassee flood plain, which had been contaminated by dioxins dumped into the river from the facility and from overflow from waste ponds. The consent order fell through in late 2002.
During the 1996 presidential election, Engler was considered by many political commentators and experts to be a serious potential vice presidential running mate for Republican nominee Bob Dole. However, Dole instead selected Jack Kemp, a former congressman and HUD secretary.
Engler endorsed Texas Governor George W. Bush in the 2000 Republican primary. After Bush secured the GOP nomination, Engler's name began to surface as a possible running mate for Bush. In his book "Decision Points", Bush says that Engler was someone he was "close" with and could "work well with." Ultimately, Engler was passed over for the running mate position in favor of Dick Cheney. After the election, Engler's close political ally Spencer Abraham, who narrowly lost his re-election bid for the Senate to Debbie Stabenow, was chosen as Bush's Secretary of Energy.
Engler's lieutenant governor, Dick Posthumus, sought to succeed Engler in the 2002 gubernatorial race. Posthumus lost a close race to the state's attorney general, Democrat Jennifer Granholm.
In 1990, Engler, then the state senate majority leader, challenged Governor James Blanchard in his bid for a third term. Political observers viewed his bid as a long shot, and he trailed Blanchard by double digits in the polls the weekend before the election. However, on election day, Engler pulled off the upset, defeating Blanchard by approximately 17,000 votes—a margin of less than one percentage point. In 1994, Engler ran for his second term. The Democrats nominated former Representative Howard Wolpe, who had close ties to the labor movement—a potent force in Democratic politics in Michigan. Engler bested Wolpe 61 to 39 percent, and the state Republican Party made significant gains. Spencer Abraham picked up the Senate seat of retiring Democrat Donald Riegle. Republicans gained a seat to break a tie in the state House of Representatives, taking a 56–54 majority, while also picking up a seat in the U.S. House of Representatives. Republican Candice Miller won an upset victory to win the post of Secretary of State.
Michigan voters re-elected Engler to his third and final term in 1998. He won a landslide victory over lawyer Geoffrey Fieger. Engler took 1,883,005 votes—62 percent of the total—to Fieger's 38 percent and 1,143,574 votes. Engler's landslide helped the state Republican Party to gain six seats in the state House of Representatives, taking control of the chamber they had lost two years previously with a 58–52 margin, as well as picking up an additional seat in the State Senate, for a 23–15 majority. Republicans also gained a seat on the technically non-partisan state Supreme Court, holding a 4–3 majority over the Democrats.
After leaving the governor's mansion in January 2003, Engler served as president of the state and local government sector of Electronic Data Systems. Engler left that position in June 2004 to be elected president and CEO of the National Association of Manufacturers. Engler's six plus year tenure at the NAM ended in January 2011. In January 2011, Engler was named president of the Business Roundtable.
In 2017, Engler was appointed to a four-year term on the governing board of the National Assessment of Educational Progress project.
On January 30, 2018, Engler was named the interim president of Michigan State University to replace Lou Anna Simon, who with the school was embroiled in the USA Gymnastics sex abuse scandal involving Larry Nassar. The appointment of Engler sparked further controversy due to his previous handling of sexual misconduct as governor of Michigan. Engler's tenure as interim president was plagued by controversies, brought on by Engler's apparent callous statements and actions toward survivors during MSU Board of Trustees meetings and statements that were reported by the press. One of the leading Nassar survivors, Rachel Denhollander, said this of Engler, “He chose to stand against every child and every sexual assault victim in the entire state, to protect an institution.” Engler resigned on January 16, 2019 after the Board of Trustees indicated its intent to ask him to resign following a series of embarrassing incidents regarding Nassar's victims and his response to issues in the aftermath. Engler initially indicated he planned to resign on January 23, 2019 but the Board required him to resign the morning after he submitted his resignation letter.
Engler married Colleen House Engler in 1975, who served in the Michigan House of Representatives and ran for lieutenant governor of Michigan in 1986. She filed for divorce in 1986.
Engler married Michelle DeMunbrun, a Texas attorney, on December 8, 1990. The couple has triplet daughters born November 13, 1994. As First Lady, Michelle Engler served as the founding chair of the Michigan Community Service Commission. Michelle Engler was named to the Federal Home Loan Mortgage Corporation (Freddie Mac) board in 2001 by President George W. Bush and re-appointed in 2002.
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Jacques Lacan
Jacques Marie Émile Lacan (; ; 13 April 1901 – 9 September 1981) was a French psychoanalyst and psychiatrist who has been called "the most controversial psycho-analyst since Freud". Giving yearly seminars in Paris from 1953 to 1981, Lacan influenced many leading French intellectuals in the 1960s and the 1970s, especially those associated with post-structuralism. His ideas had a significant impact on post-structuralism, critical theory, linguistics, 20th-century French philosophy, film theory, and clinical psychoanalysis.
Lacan was born in Paris, the eldest of Émilie and Alfred Lacan's three children. His father was a successful soap and oils salesman. His mother was ardently Catholic – his younger brother entered a monastery in 1929. Lacan attended the Collège Stanislas between 1907 and 1918. An interest in philosophy led him to a preoccupation with the work of Spinoza, one outcome of which was his abandonment of religious faith for atheism. There were tensions in the family around this issue, and he regretted not persuading his brother to take a different path, but by 1924 his parents had moved to Boulogne and he was living in rooms in Montmartre.
During the early 1920s, Lacan actively engaged with the Parisian literary and artistic avant-garde. Having met James Joyce, he was present at the Parisian bookshop where the first readings of passages from "Ulysses" in French and English took place, shortly before it was published in 1922. He also had meetings with Charles Maurras, whom he admired as a literary stylist, and he occasionally attended meetings of Action Française (of which Maurras was a leading ideologue), of which he would later be highly critical.
In 1920, after being rejected for military service on the grounds that he was too thin, Lacan entered medical school. Between 1927 and 1931, after completing his studies at the faculty of medicine of the University of Paris, he specialised in psychiatry under the direction of Henri Claude at the Sainte-Anne Hospital, the major psychiatric hospital serving central Paris, at the Infirmary for the Insane of the Police Prefecture under Gaëtan Gatian de Clérambault and also at the Hospital Henri-Rousselle.
Lacan was involved with the Parisian surrealist movement of the 1930s associating with André Breton, Georges Bataille, Salvador Dalí, and Pablo Picasso. For a time, he served as Picasso's personal therapist. He attended the "mouvement Psyché" that Maryse Choisy founded and published in the Surrealist journal "Minotaure". "[Lacan's] interest in surrealism predated his interest in psychoanalysis," former Lacanian analyst and biographer Dylan Evans explains, speculating that "perhaps Lacan never really abandoned his early surrealist sympathies, its neo-Romantic view of madness as 'convulsive beauty', its celebration of irrationality." Translator and historian David Macey writes that "the importance of surrealism can hardly be over-stated... to the young Lacan... [who] also shared the surrealists' taste for scandal and provocation, and viewed provocation as an important element in psycho-analysis itself".
In 1931, after a second year at the Sainte-Anne Hospital, Lacan was awarded his "Diplôme de médecin légiste" (a medical examiner's qualification) and became a licensed forensic psychiatrist. The following year he was awarded his (roughly equivalent to an M.D. degree) for his thesis "On Paranoiac Psychosis in its Relations to the Personality" ("De la Psychose paranoïaque dans ses rapports avec la personnalité". Its publication had little immediate impact on French psychoanalysis but it did meet with acclaim amongst Lacan's circle of surrealist writers and artists. In their only recorded instance of direct communication, Lacan sent a copy of his thesis to Sigmund Freud who acknowledged its receipt with a postcard.
Lacan's thesis was based on observations of several patients with a primary focus on one female patient whom he called Aimée. Its exhaustive reconstruction of her family history and social relations, on which he based his analysis of her paranoid state of mind, demonstrated his dissatisfaction with traditional psychiatry and the growing influence of Freud on his ideas. Also in 1932, Lacan published a translation of Freud's 1922 text, ""Über einige neurotische Mechanismen bei Eifersucht, Paranoia und Homosexualität"" ("Some Neurotic Mechanisms in Jealousy, Paranoia and Homosexuality") as ""De quelques mécanismes névrotiques dans la jalousie, la paranoïa et l'homosexualité"" in the "". In Autumn 1932, Lacan began his training analysis with Rudolph Loewenstein, which was to last until 1938.
In 1934 Lacan became a candidate member of the Société psychanalytique de Paris (SPP). He began his private psychoanalytic practice in 1936 whilst still seeing patients at the Sainte-Anne Hospital, and the same year presented his first analytic report at the Congress of the International Psychoanalytical Association (IPA) in Marienbad on the "Mirror Phase". The congress chairman, Ernest Jones, terminated the lecture before its conclusion, since he was unwilling to extend Lacan's stated presentation time. Insulted, Lacan left the congress to witness the Berlin Olympic Games. No copy of the original lecture remains, Lacan having decided not to hand in his text for publication in the conference proceedings.
Lacan's attendance at Kojève's lectures on Hegel, given between 1933 and 1939, and which focused on the "Phenomenology" and the master-slave dialectic in particular, was formative for his subsequent work, initially in his formulation of his theory of the Mirror Phase, for which he was also indebted to the experimental work on child development of Henri Wallon.
It was Wallon who commissioned from Lacan the last major text of his pre-war period, a contribution to the 1938 "Encyclopédie française" entitled ""La Famille"" (reprinted in 1984 as “"Les Complexes familiaux dans la formation de l'individu"", Paris: Navarin). 1938 was also the year of Lacan's accession to full membership ("Membre titulaire") of the SPP, notwithstanding considerable opposition from many of its senior members who were unimpressed by his recasting of Freudian theory in philosophical terms.
Lacan married Marie-Louise Blondin in January 1934 and in January 1937 they had the first of their three children, a daughter named Caroline. A son, Thibaut, was born in August 1939 and a daughter, Sybille, in November 1940.
The SPP was disbanded due to Nazi Germany's occupation of France in 1940. Lacan was called up for military service which he undertook in periods of duty at the Val-de-Grâce military hospital in Paris, whilst at the same time continuing his private psychoanalytic practice. In 1942 he moved into apartments at 5 rue de Lille, which he would occupy until his death. During the war he did not publish any work, turning instead to a study of Chinese for which he obtained a degree from the École spéciale des langues orientales.
In a relationship they formed before the war, Sylvia Bataille (née Maklès), the estranged wife of his friend Georges Bataille, became Lacan's mistress and, in 1953, his second wife. During the war their relationship was complicated by the threat of deportation for Sylvia, who was Jewish, since this required her to live in the unoccupied territories. Lacan intervened personally with the authorities to obtain papers detailing her family origins, which he destroyed. In 1941 they had a child, Judith. She kept the name Bataille because Lacan wished to delay the announcement of his planned separation and divorce until after the war.
After the war, the SPP recommenced their meetings. In 1945 Lacan visited England for a five-week study trip, where he met the British analysts Ernest Jones, Wilfred Bion and John Rickman. Bion's analytic work with groups influenced Lacan, contributing to his own subsequent emphasis on study groups as a structure within which to advance theoretical work in psychoanalysis. He published a report of his visit as 'La Psychiatrique anglaise et la guerre' ("Evolution psychiatrique" 1, 1947, pp. 293–318).
In 1949, Lacan presented a new paper on the mirror stage, 'The Mirror-Stage, as Formative of the I, as Revealed in Psychoanalytic Experience', to the sixteenth IPA congress in Zurich. The same year he set out in the "Doctrine de la Commission de l’Enseignement," produced for the Training Commission of the SPP, the protocols for the training of candidates.
With the purchase in 1951 of a country mansion at Guitrancourt, Lacan established a base for weekend retreats for work, leisure - including extravagant social occasions - and for the accommodation of his vast library. His art collection included Courbet’s L'Origine du monde, which he had concealed in his study by a removable wooden screen on which an abstract representation of the Courbet by the artist André Masson was portrayed.
In 1951, Lacan started to hold a private weekly seminar in Paris in which he inaugurated what he described as "a return to Freud" whose doctrines were to be re-articulated through a reading of Saussure’s linguistics and Levi-Strauss’s structuralist anthropology. Becoming public in 1953, Lacan's 27-year-long seminar was highly influential in Parisian cultural life, as well as in psychoanalytic theory and clinical practice.
In January 1953 Lacan was elected President of the SPP. When, at a meeting the following June, a formal motion was passed against him criticising his abandonment of the standard analytic training session for the variable-length session, he immediately resigned his presidency. He and a number of colleagues then resigned from the SPP to form the Société Française de Psychanalyse (SFP). One consequence of this was to eventually deprive the new group of membership of the International Psychoanalytical Association.
Encouraged by the reception of "the return to Freud" and of his report "The Function and Field of Speech and Language in Psychoanalysis", Lacan began to re-read Freud's works in relation to contemporary philosophy, linguistics, ethnology, biology, and topology. From 1953 to 1964 at the Sainte-Anne Hospital, he held his Seminars and presented case histories of patients. During this period he wrote the texts that are found in the collection "Écrits", which was first published in 1966. In his seventh Seminar "The Ethics of Psychoanalysis" (1959–60), Lacan defined the ethical foundations of psychoanalysis and presented his "ethics for our time"—one that would, in the words of Freud, prove to be equal to the tragedy of modern man and to the "discontent of civilization". At the roots of the ethics is desire: analysis' only promise is austere, it is the entrance-into-the-I (in French a play on words between "l'entrée en je" and "l'entrée en jeu"). "I must come to the place where the id was," where the analysand discovers, in its absolute nakedness, the truth of his desire. The end of psychoanalysis entails "the purification of desire". This text formed the foundation of Lacan's work for the subsequent years. He defended three assertions: that psychoanalysis must have a scientific status; that Freudian ideas have radically changed the concepts of subject, of knowledge, and of desire; and that the analytic field is the only place from which it is possible to question the insufficiencies of science and philosophy.
Starting in 1962, a complex negotiation took place to determine the status of the SFP within the IPA. Lacan's practice (with its controversial indeterminate-length sessions) and his critical stance towards psychoanalytic orthodoxy led, in August 1963, to the IPA setting the condition that registration of the SFP was dependent upon the removal of Lacan from the list of SFP analysts. With the SFP's decision to honour this request in November 1963, Lacan had effectively been stripped of the right to conduct training analyses and thus was constrained to form his own institution in order to accommodate the many candidates who desired to continue their analyses with him. This he did, on 21 June 1964, in the "Founding Act" of what became known as the École Freudienne de Paris (EFP), taking "many representatives of the third generation with him: among them were Maud and Octave Mannoni, Serge Leclaire ... and Jean Clavreul".
With the support of Claude Lévi-Strauss and Louis Althusser, Lacan was appointed lecturer at the École Pratique des Hautes Études. He started with a seminar on "The Four Fundamental Concepts of Psychoanalysis" in January 1964 in the Dussane room at the École Normale Supérieure. Lacan began to set forth his own approach to psychoanalysis to an audience of colleagues that had joined him from the SFP. His lectures also attracted many of the École Normale's students. He divided the École freudienne de Paris into three sections: the section of pure psychoanalysis (training and elaboration of the theory, where members who have been analyzed but have not become analysts can participate); the section for applied psychoanalysis (therapeutic and clinical, physicians who either have not started or have not yet completed analysis are welcome); and the section for taking inventory of the Freudian field (concerning the critique of psychoanalytic literature and the analysis of the theoretical relations with related or affiliated sciences). In 1967 he invented the procedure of the Pass, which was added to the statutes after being voted in by the members of the EFP the following year.
1966 saw the publication of Lacan's collected writings, the "Écrits", compiled with an index of concepts by Jacques-Alain Miller. Printed by the prestigious publishing house Éditions du Seuil, the "Écrits" did much to establish Lacan's reputation to a wider public. The success of the publication led to a subsequent two-volume edition in 1969.
By the 1960s, Lacan was associated, at least in the public mind, with the far left in France. In May 1968, Lacan voiced his sympathy for the student protests and as a corollary his followers set up a Department of Psychology at the University of Vincennes (Paris VIII). However, Lacan's unequivocal comments in 1971 on revolutionary ideals in politics draw a sharp line between the actions of some of his followers and his own style of "revolt".
In 1969, Lacan moved his public seminars to the Faculté de Droit (Panthéon), where he continued to deliver his expositions of analytic theory and practice until the dissolution of his School in 1980.
Throughout the final decade of his life, Lacan continued his widely followed seminars. During this period, he developed his concepts of masculine and feminine jouissance and placed an increased emphasis on the concept of "the Real" as a point of impossible contradiction in the "Symbolic order". Lacan continued to draw widely on various disciplines, working closely on classical Chinese literature with François Cheng and on the life and work of James Joyce with Jacques Aubert.
The growing success of the "Écrits", which was translated (in abridged form) into German and English, led to invitations to lecture in Italy, Japan and the United States. He gave lectures in 1975 at Yale, Columbia and MIT.
Lacan's failing health made it difficult for him to meet the demands of the year-long Seminars he had been delivering since the fifties, but his teaching continued into the first year of the eighties. After dissolving his School, the EFP, in January 1980, Lacan travelled to Caracas to found the Freudian Field Institute on 12 July.
The Overture to the Caracas Encounter was to be Lacan's final public address. His last texts from the spring of 1981 are brief institutional documents pertaining to the newly formed Freudian Field Institute.
Lacan died on 9 September 1981.
Lacan's "return to Freud" emphasizes a renewed attention to the original texts of Freud, and included a radical critique of ego psychology, whereas "Lacan's quarrel with Object Relations psychoanalysis" was a more muted affair. Here he attempted "to restore to the notion of the Object Relation... the capital of experience that legitimately belongs to it", building upon what he termed "the hesitant, but controlled work of Melanie Klein... Through her we know the function of the imaginary primordial enclosure formed by the "imago" of the mother's body", as well as upon "the notion of the transitional object, introduced by D. W. Winnicott... a key-point for the explanation of the genesis of fetishism". Nevertheless, "Lacan systematically questioned those psychoanalytic developments from the 1930s to the 1970s, which were increasingly and almost exclusively focused on the child's early relations with the mother... the pre-Oedipal or Kleinian mother"; and Lacan's rereading of Freud—"characteristically, Lacan insists that his return to Freud supplies the only valid model"—formed a basic conceptual starting-point in that oppositional strategy.
Lacan thought that Freud's ideas of "slips of the tongue", jokes, and the interpretation of dreams all emphasized the agency of language in subjective constitution. In "The Instance of the Letter in the Unconscious, or Reason Since Freud," he proposes that "the unconscious is structured like a language." The unconscious is not a primitive or archetypal part of the mind separate from the conscious, linguistic ego, he explained, but rather a formation as complex and structurally sophisticated as consciousness itself. One consequence of his idea that the unconscious is structured like a language is that the self is denied any point of reference to which to be "restored" following trauma or a crisis of identity.
André Green objected that "when you read Freud, it is obvious that this proposition doesn't work for a minute. Freud very clearly opposes the unconscious (which he says is constituted by thing-presentations and nothing else) to the pre-conscious. What is related to language can only belong to the pre-conscious". Freud certainly contrasted "the presentation of the "word" and the presentation of the "thing"... the unconscious presentation is the presentation of the thing alone" in his metapsychology. Dylan Evans, however, in his "Dictionary of Lacanian Psychoanalysis," "... takes issue with those who, like André Green, question the linguistic aspect of the unconscious, emphasizing Lacan's distinction between "das Ding" and "die Sache" in Freud's account of thing-presentation". Green's criticism of Lacan also included accusations of intellectual dishonesty, he said, "[He] cheated everybody... the return to Freud was an excuse, it just meant going to Lacan."
Lacan's first official contribution to psychoanalysis was the mirror stage, which he described as "formative of the function of the "I" as revealed in psychoanalytic experience." By the early 1950s, he came to regard the mirror stage as more than a moment in the life of the infant; instead, it formed part of the permanent structure of subjectivity. In "the Imaginary order," the subject's own image permanently catches and captivates the subject. Lacan explains that "the mirror stage is a phenomenon to which I assign a twofold value. In the first place, it has historical value as it marks a decisive turning-point in the mental development of the child. In the second place, it typifies an essential libidinal relationship with the body-image".
As this concept developed further, the stress fell less on its historical value and more on its structural value. In his fourth Seminar, "La relation d'objet," Lacan states that "the mirror stage is far from a mere phenomenon which occurs in the development of the child. It illustrates the conflictual nature of the dual relationship. "
The mirror stage describes the formation of the Ego via the process of objectification, the Ego being the result of a conflict between one's perceived visual appearance and one's emotional experience. This identification is what Lacan called alienation. At six months, the baby still lacks physical co-ordination. The child is able to recognize themselves in a mirror prior to the attainment of control over their bodily movements. The child sees their image as a whole and the synthesis of this image produces a sense of contrast with the lack of co-ordination of the body, which is perceived as a fragmented body. The child experiences this contrast initially as a rivalry with their image, because the wholeness of the image threatens the child with fragmentation—thus the mirror stage gives rise to an aggressive tension between the subject and the image. To resolve this aggressive tension, the child identifies with the image: this primary identification with the counterpart forms the Ego. Lacan understands this moment of identification as a moment of jubilation, since it leads to an imaginary sense of mastery; yet when the child compares their own precarious sense of mastery with the omnipotence of the mother, a depressive reaction may accompany the jubilation.
Lacan calls the specular image "orthopaedic," since it leads the child to anticipate the overcoming of its "real specific prematurity of birth." The vision of the body as integrated and contained, in opposition to the child's actual experience of motor incapacity and the sense of his or her body as fragmented, induces a movement from "insufficiency to anticipation." In other words, the mirror image initiates and then aids, like a crutch, the process of the formation of an integrated sense of self.
In the mirror stage a "misunderstanding" ("méconnaissance") constitutes the Ego—the "me" ("moi") becomes alienated from itself through the introduction of an imaginary dimension to the subject. The mirror stage also has a significant symbolic dimension, due to the presence of the figure of the adult who carries the infant. Having jubilantly assumed the image as their own, the child turns their head towards this adult, who represents the big Other, as if to call on the adult to ratify this image.
While Freud uses the term "other", referring to "der Andere" (the other person) and "das Andere" (otherness), Lacan (influenced by the seminar of Alexandre Kojève) theorizes alterity in a manner more closely resembling Hegel's philosophy.
Lacan often used an algebraic symbology for his concepts: the big Other (l'Autre) is designated A, and the little other (l'autre) is designated "a". He asserts that an awareness of this distinction is fundamental to analytic practice: "the analyst must be imbued with the difference between A and "a", so he can situate himself in the place of Other, and not the other." Dylan Evans explains that:
For Lacan "the Other must first of all be considered a locus in which speech is constituted," so that the Other as another subject is secondary to the Other as symbolic order. We can speak of the Other "as a subject" in a secondary sense only when a subject occupies this position and thereby embodies the Other for another subject.
In arguing that speech originates in neither the Ego nor in the subject but rather in the Other, Lacan stresses that speech and language are beyond the subject's conscious control. They come from another place, outside of consciousness—"the unconscious is the discourse of the Other." When conceiving the Other as a place, Lacan refers to Freud's concept of psychical locality, in which the unconscious is described as "the other scene".
"It is the mother who first occupies the position of the big Other for the child," Dylan Evans explains, "it is she who receives the child's primitive cries and retroactively sanctions them as a particular message". The castration complex is formed when the child discovers that this Other is not complete because there is a "Lack (manque)" in the Other. This means that there is always a signifier missing from the trove of signifiers constituted by the Other. Lacan illustrates this incomplete Other graphically by striking a bar through the symbol A; hence another name for the castrated, incomplete Other is the "barred Other."
Feminist thinkers have both utilised and criticised Lacan's concepts of castration and the Phallus. Feminists such as Avital Ronell, Jane Gallop, and Elizabeth Grosz, have interpreted Lacan's work as opening up new possibilities for feminist theory.
Some feminists have argued that Lacan's phallocentric analysis provides a useful means of understanding gender biases and imposed roles, while other feminist critics, most notably Luce Irigaray, accuse Lacan of maintaining the sexist tradition in psychoanalysis. For Irigaray, the Phallus does not define a single axis of gender by its presence/absence; instead, gender has two positive poles. Like Irigaray, French philosopher Jacques Derrida, in criticizing Lacan's concept of castration, discusses the phallus in a chiasmus with the hymen, as both one and other.
The Imaginary is the field of images and imagination. The main illusions of this order are synthesis, autonomy, duality, and resemblance. Lacan thought that the relationship created within the mirror stage between the Ego and the reflected image means that the Ego and the Imaginary order itself are places of radical alienation: "alienation is constitutive of the Imaginary order." This relationship is also narcissistic.
In "The Four Fundamental Concepts of Psychoanalysis", Lacan argues that the Symbolic order structures the visual field of the Imaginary, which means that it involves a linguistic dimension. If the signifier is the foundation of the Symbolic, the signified and signification are part of the Imaginary order. Language has Symbolic and Imaginary connotations—in its Imaginary aspect, language is the "wall of language" that inverts and distorts the discourse of the Other. On the other hand, the Imaginary is rooted in the subject's relationship with his or her own body (the image of the body). In "Fetishism: the Symbolic, the Imaginary and the Real", Lacan argues that in the sexual plane the Imaginary appears as sexual display and courtship love.
Insofar as identification with the analyst is the objective of analysis, Lacan accused major psychoanalytic schools of reducing the practice of psychoanalysis to the Imaginary order. Instead, Lacan proposes the use of the Symbolic to dislodge the disabling fixations of the Imaginary—the analyst transforms the images into words. "The use of the Symbolic," he argued, "is the only way for the analytic process to cross the plane of identification."
In his Seminar IV, "La relation d'objet", Lacan argues that the concepts of "Law" and "Structure" are unthinkable without language—thus the Symbolic is a linguistic dimension. This order is not equivalent to language, however, since language involves the Imaginary and the Real as well. The dimension proper to language in the Symbolic is that of the signifier—that is, a dimension in which elements have no positive existence, but which are constituted by virtue of their mutual differences.
The Symbolic is also the field of radical alterity—that is, the Other; the unconscious is the discourse of this Other. It is the realm of the Law that regulates desire in the Oedipus complex. The Symbolic is the domain of culture as opposed to the Imaginary order of nature. As important elements in the Symbolic, the concepts of death and lack (manque) connive to make of the pleasure principle the regulator of the distance from the Thing (""das Ding an sich"") and the death drive that goes "beyond the pleasure principle by means of repetition"—"the death drive is only a mask of the Symbolic order."
By working in the Symbolic order, the analyst is able to produce changes in the subjective position of the analysand. These changes will produce imaginary effects because the Imaginary is structured by the Symbolic.
Lacan's concept of the Real dates back to 1936 and his doctoral thesis on psychosis. It was a term that was popular at the time, particularly with Émile Meyerson, who referred to it as "an ontological absolute, a true being-in-itself". Lacan returned to the theme of the Real in 1953 and continued to develop it until his death. The Real, for Lacan, is not synonymous with reality. Not only opposed to the Imaginary, the Real is also exterior to the Symbolic. Unlike the latter, which is constituted in terms of oppositions (i.e. presence/absence), "there is no absence in the Real." Whereas the Symbolic opposition "presence/absence" implies the possibility that something may be missing from the Symbolic, "the Real is always in its place." If the Symbolic is a set of differentiated elements (signifiers), the Real in itself is undifferentiated—it bears no fissure. The Symbolic introduces "a cut in the real" in the process of signification: "it is the world of words that creates the world of things—things originally confused in the "here and now" of the all in the process of coming into being." The Real is that which is outside language and that resists symbolization absolutely. In Seminar XI Lacan defines the Real as "the impossible" because it is impossible to imagine, impossible to integrate into the Symbolic, and impossible to attain. It is this resistance to symbolization that lends the Real its traumatic quality. Finally, the Real is the object of anxiety, insofar as it lacks any possible mediation and is "the essential object which is not an object any longer, but this something faced with which all words cease and all categories fail, the object of anxiety par excellence."
The term "sinthome" () was introduced by Jacques Lacan in his seminar "Le sinthome" (1975–76). According to Lacan, "sinthome" is the Latin way (1495 Rabelais, IV,63) of spelling the Greek origin of the French word "symptôme", meaning symptom. The seminar is a continuing elaboration of his topology, extending the previous seminar's focus ("RSI") on the Borromean Knot and an exploration of the writings of James Joyce. Lacan redefines the psychoanalytic symptom in terms of his topology of the subject.
In "Psychoanalysis and its Teachings" ("Écrits") Lacan views the symptom as inscribed in a writing process, not as ciphered message which was the traditional notion. In his seminar "L'angoisse" (1962–63) he states that the symptom does not call for interpretation: in itself it is not a call to the Other but a pure jouissance addressed to no one. This is a shift from the linguistic definition of the symptom — as a signifier — to his assertion that "the symptom can only be defined as the way in which each subject enjoys ("jouit") the unconscious in so far as the unconscious determines the subject." He goes from conceiving the symptom as a message which can be deciphered by reference to the unconscious structured like a language to seeing it as the trace of the particular modality of the subject's "jouissance".
Lacan's concept of desire is related to Hegel's "Begierde", a term that implies a continuous force, and therefore somehow differs from Freud's concept of "Wunsch". Lacan's desire refers always to unconscious desire because it is unconscious desire that forms the central concern of psychoanalysis.
The aim of psychoanalysis is to lead the analysand to recognize his/her desire and by doing so to uncover the truth about his/her desire. However this is possible only if desire is articulated in speech: "It is only once it is formulated, named in the presence of the other, that desire appears in the full sense of the term." And again in "The Ego in Freud's Theory and in the Technique of Psychoanalysis": "...what is important is to teach the subject to name, to articulate, to bring desire into existence. The subject should come to recognize and to name her/his desire. But it isn't a question of recognizing something that could be entirely given. In naming it, the subject creates, brings forth, a new presence in the world." The truth about desire is somehow present in discourse, although discourse is never able to articulate the entire truth about desire, whenever discourse attempts to articulate desire, there is always a leftover or surplus.
Lacan distinguishes desire from need and from demand. Need is a biological instinct where the subject depends on the Other to satisfy its own needs: in order to get the Other's help "need" must be articulated in "demand." But the presence of the Other not only ensures the satisfaction of the "need", it also represents the Other's love. Consequently, "demand" acquires a double function: on the one hand, it articulates "need", and on the other, acts as a "demand for love." Even after the "need" articulated in demand is satisfied, the "demand for love" remains unsatisfied since the Other cannot provide the unconditional love that the subject seeks. "Desire is neither the appetite for satisfaction, nor the demand for love, but the difference that results from the subtraction of the first from the second." Desire is a surplus, a leftover, produced by the articulation of need in demand: "desire begins to take shape in the margin in which demand becomes separated from need." Unlike need, which can be satisfied, desire can never be satisfied: it is constant in its pressure and eternal. The attainment of desire does not consist in being fulfilled but in its reproduction as such. As Slavoj Žižek puts it, "desire's "raison d'être" is not to realize its goal, to find full satisfaction, but to reproduce itself as desire."
Lacan also distinguishes between desire and the drives: desire is one and drives are many. The drives are the partial manifestations of a single force called desire. Lacan's concept of ""objet petit a"" is the object of desire, although this object is not that towards which desire tends, but rather the cause of desire. Desire is not a relation to an object but a relation to a lack (manque).
In "The Four Fundamental Concepts of Psychoanalysis" Lacan argues that "man's desire is the desire of the Other." This entails the following:
Last but not least for Lacan the first person who occupies the place of the Other is the mother and at first the child is at her mercy. Only when the father articulates desire with the law by castrating the mother, the subject is liberated from the mother's desire.
Lacan maintains Freud's distinction between drive ("Trieb") and instinct ("Instinkt"). Drives differ from biological needs because they can never be satisfied and do not aim at an object but rather circle perpetually around it. He argues that the purpose of the drive ("Triebziel") is not to reach a goal but to follow its aim, meaning "the way itself" instead of "the final destination", that is to circle around the object. The purpose of the drive is to return to its circular path and the true source of jouissance is the repetitive movement of this closed circuit. Lacan posits the drives as both cultural and symbolic constructs—to him, "the drive is not a given, something archaic, primordial." He incorporates the four elements of the drives as defined by Freud (the pressure, the end, the object and the source) to his theory of the drive's circuit: the drive originates in the erogenous zone, circles round the object, and returns to the erogenous zone. Three grammatical voices structure this circuit:
The active and reflexive voices are autoerotic—they lack a subject. It is only when the drive completes its circuit with the passive voice that a new subject appears, implying that prior to that instance, there was not subject. Despite being the "passive" voice, the drive is essentially active: "to make oneself be seen" rather than "to be seen." The circuit of the drive is the only way for the subject to transgress the pleasure principle.
To Freud sexuality is composed of partial drives (i.e. the oral or the anal drives) each specified by a different erotogenic zone. At first these partial drives function independently (i.e. the polymorphous perversity of children), it is only in puberty that they become organized under the aegis of the genital organs. Lacan accepts the partial nature of drives, but 1) rejects the notion that partial drives can ever attain any complete organization: the primacy of the genital zone, if achieved, is always precarious; and 2) he argues that drives are partial in that they only represent sexuality partially not in the sense that they are a part of the whole. Drives do not represent the reproductive function of sexuality but only the dimension of jouissance.
Lacan identifies four partial drives: the oral drive (the erogenous zones are the lips, the partial object the breast, the verb is "to suck"), the anal drive (the anus and the faeces, "to shit"), the scopic drive (the eyes and the gaze, "to see") and the invocatory drive (the ears and the voice, "to hear"). The first two drives relate to demand and the last two to desire.
The notion of dualism is maintained throughout Freud's various reformulations of the drive-theory. From the initial opposition between sexual drives and ego-drives (self-preservation) to the final one between the life drives ("Lebenstriebe") and the death drives ("Todestriebe"). Lacan retains Freud's dualism but in terms of an opposition between the symbolic and the imaginary and not referred to different kinds of drives. For Lacan all drives are sexual drives, and every drive is a death drive ("pulsion de mort") since every drive is excessive, repetitive and destructive.
The drives are closely related to desire since both originate in the field of the subject. But they are not to be confused: drives are the partial aspects in which desire is realized—desire is one and undivided, whereas the drives are its partial manifestations. A drive is a demand that is not caught up in the dialectical mediation of desire; drive is a "mechanical" insistence that is not ensnared in demand's dialectical mediation.
Building on Freud's "The Psychopathology of Everyday Life", Lacan long argued that "every unsuccessful act is a successful, not to say 'well-turned', discourse", highlighting as well "sudden transformations of errors into truths, which seemed to be due to nothing more than perseverance". In a late seminar, he generalised more fully the psychoanalytic discovery of "truth—arising from misunderstanding", so as to maintain that "the subject is naturally erring... discourse structures alone give him his moorings and reference points, signs identify and orient him; if he neglects, forgets, or loses them, he is condemned to err anew".
Because of "the alienation to which speaking beings are subjected due to their being in language", to survive "one must let oneself be taken in by signs and become the dupe of a discourse... [of] fictions organized in to a discourse". For Lacan, with "masculine knowledge irredeemably an erring", the individual "must thus allow himself to be fooled by these signs to have a chance of getting his bearings amidst them; he must place and maintain himself in the wake of a discourse... become the dupe of a discourse... "les non-dupes errent"".
Lacan comes close here to one of the points where "very occasionally he sounds like Thomas Kuhn (whom he never mentions)", with Lacan's "discourse" resembling Kuhn's "paradigm" seen as "the entire constellation of beliefs, values, techniques, and so on shared by the members of a given community".
The "variable-length psychoanalytic session" was one of Lacan's crucial clinical innovations, and a key element in his conflicts with the IPA, to whom his "innovation of reducing the fifty-minute analytic hour to a Delphic seven or eight minutes (or sometimes even to a single oracular "parole" murmured in the waiting-room)" was unacceptable. Lacan's variable-length sessions lasted anywhere from a few minutes (or even, if deemed appropriate by the analyst, a few seconds) to several hours. This practice replaced the classical Freudian "fifty minute hour".
With respect to what he called "the cutting up of the 'timing'", Lacan asked the question, "Why make an intervention impossible at this point, which is consequently privileged in this way?" By allowing the analyst's intervention on timing, the variable-length session removed the patient's—or, technically, "the analysand's"—former certainty as to the length of time that they would be on the couch. When Lacan adopted the practice, "the psychoanalytic establishment were scandalized"—and, given that "between 1979 and 1980 he saw an average of ten patients an hour", it is perhaps not hard to see why: "psychoanalysis reduced to zero", if no less lucrative.
At the time of his original innovation, Lacan described the issue as concerning "the systematic use of shorter sessions in certain analyses, and in particular in training analyses"; and in practice it was certainly a shortening of the session around the so-called "critical moment" which took place, so that critics wrote that 'everyone is well aware what is meant by the deceptive phrase "variable length"... sessions systematically reduced to just a few minutes'. Irrespective of the theoretical merits of breaking up patients' expectations, it was clear that "the Lacanian analyst never wants to 'shake up' the routine by keeping them for more rather than less time".
"Whatever the justification, the practical effects were startling. It does not take a cynic to point out that Lacan was able to take on many more analysands than anyone using classical Freudian techniques... [and] as the technique was adopted by his pupils and followers an almost exponential rate of growth became possible".
Accepting the importance of "the critical moment when insight arises", object relations theory would nonetheless quietly suggest that "if the analyst does not provide the patient with space in which nothing "needs" to happen there is no space in which something "can" happen". Julia Kristeva, if in very different language, would concur that "Lacan, alert to the scandal of the timeless intrinsic to the analytic experience, was mistaken in wanting to ritualize it as a technique of scansion (short sessions)".
Most of Lacan's psychoanalytic writings from the forties through to the early sixties were compiled with an index of concepts by Jacques-Alain Miller in the 1966 collection, titled simply "Écrits". Published in French by Éditions du Seuil, they were later issued as a two-volume set (1970/1) with a new "Preface". A selection of the writings (chosen by Lacan himself) were translated by Alan Sheridan and published by Tavistock Press in 1977. The full 35-text volume appeared for the first time in English in Bruce Fink's translation published by Norton & Co. (2006). The "Écrits" were included on the list of 100 most influential books of the 20th century compiled and polled by the broadsheet "Le Monde".
Lacan's writings from the late sixties and seventies (thus subsequent to the 1966 collection) were collected posthumously, along with some early texts from the nineteen thirties, in the Éditions du Seuil volume "Autres écrits" (2001).
Although most of the texts in "Écrits" and "Autres écrits" are closely related to Lacan's lectures or lessons from his Seminar, more often than not the style is denser than Lacan's oral delivery, and a clear distinction between the writings and the transcriptions of the oral teaching is evident to the reader.
Jacques-Alain Miller is the sole editor of Lacan's seminars, which contain the majority of his life's work. "There has been considerable controversy over the accuracy or otherwise of the transcription and editing", as well as over "Miller's refusal to allow any critical or annotated edition to be published". Despite Lacan's status as a major figure in the history of psychoanalysis, some of his seminars remain unpublished. Since 1984, Miller has been regularly conducting a series of lectures, "L'orientation lacanienne." Miller's teachings have been published in the US by the journal "Lacanian Ink."
Lacan's writing is notoriously difficult, due in part to the repeated Hegelian/Kojèvean allusions, wide theoretical divergences from other psychoanalytic and philosophical theory, and an obscure prose style. For some, "the impenetrability of Lacan's prose... [is] too often regarded as profundity precisely because it cannot be understood". Arguably at least, "the imitation of his style by other 'Lacanian' commentators" has resulted in "an obscurantist antisystematic tradition in Lacanian literature".
Though a major influence on psychoanalysis in France and parts of Latin America, Lacan's influence on clinical psychology in the English-speaking world is negligible, where his ideas are best known in the arts and humanities. However, there are Lacanian psychoanalytic societies in both North America and the United Kingdom that carry on his work.
One example of Lacan's work being practiced in the United States is found in the works of Annie G. Rogers ("A Shining Affliction"; "The Unsayable: The Hidden Language of Trauma"), which credit Lacanian theory for many therapeutic insights in successfully treating sexually abused young women. Lacan's work has also reached Quebec where The Interdisciplinary Freudian Group for Research and Clinical and Cultural Interventions (GIFRIC) claims that they have used a modified form of Lacanian psychoanalysis in successfully treating psychosis in many of its patients, a task once thought to be unsuited for psychoanalysis, even by psychoanalysts themselves.
In his introduction to the 1994 Penguin edition of Lacan's "The Four Fundamental Concepts of Psycho-Analysis", translator and historian David Macey describes Lacan as "the most controversial psycho-analyst since Freud". His ideas had a significant impact on post-structuralism, critical theory, linguistics, 20th-century French philosophy, film theory, and clinical psychoanalysis.
In "Fashionable Nonsense" (1997), Alan Sokal and Jean Bricmont criticize Lacan's use of terms from mathematical fields such as topology, accusing him of "superficial erudition" and of abusing scientific concepts that he does not understand, accusing him of producing statements that are not even wrong. However, they note that they do not want to enter into the debate over the purely psychoanalytic part of Lacan's work.
Other critics have dismissed Lacan's work wholesale. called it an "incoherent system of pseudo-scientific gibberish", and quoted linguist Noam Chomsky's opinion that Lacan was an "amusing and perfectly self-conscious charlatan". The former Lacanian analyst Dylan Evans (who published a dictionary of Lacanian terms in 1996) eventually dismissed Lacanianism as lacking a sound scientific basis and as harming rather than helping patients, and has criticized Lacan's followers for treating his writings as "holy writ". Richard Webster has decried what he sees as Lacan's obscurity, arrogance, and the resultant "Cult of Lacan". Others have been more forceful still, describing him as "The Shrink from Hell" and listing the many associates—from lovers and family to colleagues, patients, and editors—left damaged in his wake. Roger Scruton included Lacan in his book "Fools, Frauds and Firebrands: Thinkers of the New Left", and named him as the only 'fool' included in the book—his other targets merely being misguided or frauds.
His type of charismatic authority has been linked to the many conflicts among his followers and in the analytic schools he was involved with. His intellectual style has also come in for much criticism. Eclectic in his use of sources, Lacan has been seen as concealing his own thought behind the apparent explication of that of others. Thus his "return to Freud" was called by Malcolm Bowie "a complete pattern of dissenting assent to the ideas of Freud Lacan's argument is conducted on Freud's behalf and, at the same time, against him". Bowie has also suggested that Lacan suffered from both a love of system and a deep-seated opposition to all forms of system.
Many feminist thinkers have drawn attention to faults in Lacan's thought. Philosopher and psychoanalyst Luce Irigaray accuses Lacan of perpetuating phallocentric mastery in philosophical and psychoanalytic discourse. Others have echoed this accusation, seeing Lacan as trapped in the very phallocentric mastery his language ostensibly sought to undermine. The result—Castoriadis would maintain—was to make all thought depend upon himself, and thus to stifle the capacity for independent thought among all those around him.
Their difficulties were only reinforced by what Didier Anzieu described as a kind of teasing lure in Lacan's discourse; "fundamental truths to be revealed but always at some further point". This was perhaps an aspect of the sadistic narcissism that feminists especially detected in his nature.
In a 2012 interview with "Veterans Unplugged", Noam Chomsky said: "quite frankly I thought he was a total charlatan. He was just posturing for the television cameras in the way many Paris intellectuals do. Why this is influential, I haven’t the slightest idea. I don’t see anything there that should be influential."
Selected works published in English listed below. More complete listings can be found at Lacan.com.
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https://en.wikipedia.org/wiki?curid=16153
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Jupiter Ace
The Jupiter Ace by Jupiter Cantab was a British home computer of the early 1980s. The Ace differed from other microcomputers of the time in that its programming environment used Forth instead of the more popular BASIC.
After Jupiter Cantab ceased trading, the brand was acquired by Boldfield Computing Ltd in 1984, before eventually being sold to Paul Andrews's company Andrews UK Limited in 2015
Jupiter Cantab was formed by Richard Altwasser and Steven Vickers.
Both had been on the design team for the Sinclair ZX Spectrum: Altwasser did some work on the development of the ZX-81 and in the design of the hardware of the Spectrum. Vickers adapted and expanded the 4K ZX-80 ROM to the 8K ZX-81 ROM and wrote most of the ROM for the Spectrum.
The Jupiter Ace was named after an early British computer, the ACE.
Sales to the general public were slow. Initially the computer was only available by mail order, and Jupiter Cantab reported that there were production difficulties, but these had been overcome by January 1983 and that units were arriving in shops. The use of Forth rather than the more usual choice of BASIC, and the availability and success of the ZX Spectrum, as well as limited published software, the poor case and small initial memory all weighed against wider market acceptance.
Sales of the machine were never very large; the reported number of Ace's sold before Jupiter Cantab closed for business was around 5,000. As of the early 2000s, surviving machines are uncommon, often fetching high prices as collector's items.
Forth, while being structured and powerful, was considered difficult to learn, and a knowledge of BASIC acquired from familiarity with other home computers was of no practical help in learning it. A 1982 review stated that "The success of the Jupiter Ace will depend on the machine-buying public's acceptance of another microcomputer language."
Further, there was only a very limited range of published software - either commercial programs or type-in programs printed in hobby magazines - for the machine, and these were restricted by the base model's small amount of RAM.
Attempts to promote the Ace in the educational market also failed; doubts over whether Forth would be relevant for exam syllabuses, and the lack of support for Forth from teaching staff were key issues. Pupils were more interested in learning the widely used BASIC than a language used by only one (uncommon) machine with a peculiar RPN syntax.
Finally, the tile-based graphics compared poorly to the pixel-based graphics of other machines - which were also colour rather than the Ace's monochrome. This restricted sales largely to a niche market of technical programming enthusiasts.
The Jupiter ACE is often compared with ZX81 due to its similar size, low cost, and similar form factor. Internally its design is more similar to the ZX Spectrum although the ACE also had a dedicated video memory of 2 KB, partly avoiding the slow down when programs accessed the same bank (same chips) as the video memory. Like the Spectrum, the Ace used black conductive rubber keys.
Audio capabilities were CPU-controlled with programmable frequency and duration. Sound output was through a small built-in speaker.
As was common at the time, it used a common tape recorder instead of disk/tape drives. Similarly, a television was needed as a display - but this was in black and white only, rather than the colour supported by competing models such as the Spectrum.
The Jupiter Ace was based on the Zilog Z80, which the designers had previous experience of from working on the Sinclair ZX81 and ZX Spectrum.
Both graphics and text could be displayed at the same time: (1) redefinition of the character tiles provided standard 256×192 graphics limited to the 128 available (definable) 8×8 chars, concurrent with plotting of 64×48 graphics.
Internal speaker directly controlled by the CPU in single task mode, with control of sound frequency and duration in ms.
Storage was through a cassette tape interface at 1500 baud. Files could be used for either storage of forth programs (compiled code) or raw dumps of memory.
The ACE had an 8 KB ROM containing the Forth kernel and operating system, and the predefined dictionary of Forth words in about 5 KB. The remaining 3 KB of ROM supported several functionalities: floating point numbers library and character definitions table, tape recorder access, decompiling and redefining newly re-edited 'words' (i.e. routines). Some of the ROM was written in Z80 machine code, but some was also coded in Forth.
The next 8 KB were split in 2 blocks of 4 KB each. The video subsystem consumed 2 KB RAM and allowed the user to choose two different priorities, "Regular" or "Overriding" CPU contention. In the latter case TV Image timings were overridden, allowing more processor time for user programs at the expense of the display, which went blank.
The 1 KB of user RAM was only partially decoded, so it echoed in the full 4 KB block address space it resides. That is to say, the user program/data appeared to exist in four different memory locations.
The first 16 KB of the memory map was used for ROM, Video and User-available RAM, leaving the second 16KB of the memory map free for RAM extension and the topmost 32 KB undefined.
One 1K bank allowed redefinition of most of its 128 ASCII-based characters in 8×8 pixel bitmap format. The other 1K bank stored the full screen display of 24 rows × 32 columns of characters in black and white. Colour was intended to be achieved as expansion, but although a colour-graphics board was designed, none was ever produced commercially.
1 KB RAM with the option of a 16 KB RAM-Pack, and later a 32k-one. A PCB was also marketed by Boldfield Computing that converted the edge connector to electrical compatibility with a Sinclair ZX81, allowing use of the ZX81 16K RAM pack.
References to the ACE RAM sometimes include the separate 2 KB video memory, which was not available for programming, thus leading to some confusion. Similarly, it is sometimes argued that because of Forth's efficiency, the 1 KB standard RAM was in effect comparable to at least 2 KB on a BASIC system.
Its most distinctive characteristic was the choice of Forth, a structured language allowing programs to be written that would run almost as fast as the compiled languages loaded by more expensive computers. Forth was considered well adapted to microcomputers with their small memory and relatively low-performance processors. Forth programs are memory-efficient; as they become bigger, they reuse more previously-defined code. Control structures could be nested to any level, limited only by available memory. This allowed complex programs to be implemented, even allowing recursive programming. The ACE's Forth was "ten times faster than Basic" and used less than half the memory (a significant cost percentage of low end computers of the time) of an equivalent program written in interpreted BASIC. It also allowed easy implementation of machine code routines if needed.
ACE's Forth was based mostly on Forth-79, with some relevant differences, in particular it added syntax checking to control structures and definer constructions and a few extra words were added based on common BASIC sound, video and tape commands. The implementation lacked some less frequently used Forth words, these being easily implemented if needed. Runtime error checking could be turned off to raise speed by 25% to 50%.
Its Forth was adapted to the disk-less tape-using home computer hardware by being able to save/load user "compiled vocabularies", instead of the usual numbered programming blocks used by diskette systems.
Decompiling avoided wasting RAM in simulating an absent Block System, used with both disk and tape drivers (these last not to be confused with tape recorders). As replacement, it included an extra data file, for raw binary data. These solutions were unique to the Jupiter ACE.
To allow decompile, it distinguished usual Forth definer and compiler words creation, replacing the CREATE .. DOES>, creation pair with:
These 2 defining pairs, instead of one alone, allowed the ACE to decompile its programs, unlike usual Forth systems. This decompiling ability was a solution to the absence of the more flexible disk system used by Forth. Not storing the source of a Forth program, but compiling the code after editing, it avoided completely the emulation of a disk/tape drive on RAM saving computer memory. It also saved time in reading and writing programs from cassette tape. This tape-friendly and RAM-saving solution was unique to the Jupiter ACE Forth.
Avoiding sources was compensated by storing comments entered in the code with the compiled output, traditional compilation would discard such comments. The comments were then recovered on decompiling. As a result of "code is the source", modified words (edited) would demand actualization of all code using the one newly edited. This was done with the non standard REDEFINE command.
Although not explicitly designed for such a purpose, the compiled forth could be utilised for ROM extensions to the built in system. External ROMs were developed with Ace Forth to be used as control applications.
The machine was able to use some ZX-81 add-ons due to similar RAM locations, and external expansion slot. Jupiter Cantab made a 16 KB RAM pack, and external companies made similar RAM packs as well as other peripherals and interfaces.
1982 - Original Jupiter ACE in a vacuum-drawn case - Reported 5000 units built.
1983 - Jupiter ACE 4000 on stronger injection moulded case - Reported 800 units built.
Other Forth-based microcomputers:
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Jacksonville Jaguars
The Jacksonville Jaguars are a professional football franchise based in Jacksonville, Florida. The Jaguars compete in the National Football League (NFL) as a member club of the American Football Conference (AFC) South division. The team plays its home games at TIAA Bank Field.
The Jaguars and the Carolina Panthers joined the NFL as expansion teams for the 1995 season. Since their inception, the Jaguars have won division championships in 1998 and 1999 (as members of the now-defunct AFC Central) and 2017 (as members of the AFC South) and have qualified for the playoffs seven times, most recently in 2017 after a ten-season playoff drought.
From their inception until 2011, the Jacksonville Jaguars' majority owner was Wayne Weaver. The team was then purchased by Pakistani-American businessman Shahid Khan for an estimated $770 million. In 2015, Forbes estimated the team value at $1.48 billion.
The day after the NFL awarded the expansion team to Jacksonville, a triumphant Wayne Weaver held up the Jaguars' proposed silver helmet and teal jersey at the NFL owners' meeting in Chicago. The team's colors were to be teal, gold, and silver with black accents. However, this jersey and helmet design, with a gold leaping jaguar, created controversy. Ford Motor Company, then-parent of the automaker Jaguar, believed that the Jaguars' logo bore too much resemblance to the automaker's logo. Though no lawsuit was brought to trial, lawyers from the team and the automaker negotiated an ultimately amicable agreement whereby Jaguar would be named the official car of the Jaguars, and the Jaguars would redesign their uniforms.
The new logo was a snarling jaguar head with a teal tongue, which Weaver said was his wife's touch. He also claimed that the teal tongue came from "feeding Panthers to our Jaguars" — an obvious jab at their expansion brethren. During the Jaguars' first ever preseason game teal-colored candies were handed out to all the fans who attended, turning their tongues a teal color just like on the logo. Additionally, raspberry lollipops were handed out by the "Candy Man" in section 142 to also turn the home fans' tongues teal.
In 2009, Weaver announced that he wanted to 'clean up' the team's image. This meant the elimination of the full-body crawling Jaguar logo, the clawing Jaguar, and the two previous wordmarks which bent the text around these logos.
In February 2013, Jaguars owner Shahid Khan, who had acquired the team in late 2011, introduced a new brand identity for the team that included a new logo, wordmark, and secondary logo. The new Jaguar head logo was intended to be "fiercer" and more realistic. The secondary logo incorporated the new Jaguar head logo along with the first official usage of the team's popular nickname "Jags". The two images were encased in a shield-style shape, designed to be a tribute to Jacksonville's military community.
Beginning in 2013, the Jaguars began to feature gold more prominently than in the past. In fact, from 2009–12 gold had only been used in the team logo and as a minor accent color.
For most of their history, the Jaguars have done what many other NFL teams located in subtropical climates traditionally practice: wear their white jerseys at home during the first half of the season — forcing opponents to wear their dark ones under the sweltering autumns in Jacksonville. The only exceptions were in 2004 and 2008–10, when the Jaguars chose to wear teal for all home games. In the preseason, the Jaguars typically wear teal at home since these games are played at night when there is very little advantage with the heat.
Following the logo change, the redesigned uniforms featured an all-black helmet, white pants with teal, black, and gold stripes, and numbers with gold inner trim and black outer trim. The home jersey was teal with white numbers and the away jersey was white with teal numbers. Both jerseys had a black collar and no sleeve stripes.
A prowling jaguar on each sleeve replaced the leaping jaguar going across both shoulders in the original design. The Jaguars in 1995 were the first NFL team to have 2-tone borders on their numbers and lettering, and the first NFL team to show a complex logo (the crawling Jaguar) on the sleeve.
Minor modifications were introduced to the Jaguars uniform during this time, most notably the font of the jersey numbers, replacing the original block numbers with a unique font. Two stripes were also added to the end of the sleeves below the prowling jaguar.
During this period, the Jaguars made minor changes to their uniform, each time adding more black to the look.
The team introduced a black alternate jersey in 2002. During that same year, the team also introduced alternate black pants, worn with either the white or the teal jersey. After the black pants were introduced, the white pants would only be seen for the first few games of the year, presumably due to the heat. The black pants originally included two teal stripes down each side. The fan reaction to the extra black in the alternate jersey and alternate pants was positive, so in 2004 the Jaguars went through a formal uniform change, which teams are only allowed to do once every five years. These changes were mostly to the away look. Before 2004, the white away jerseys had teal numbers with black and gold trim, but after, the white jerseys had black numbers with teal and gold trim. The black pants were also changed. The teal stripes were replaced with the Jaguar logo on each hip. Teal almost disappeared from the away uniform.
The stripes on the white pants were altered in 2008 so that the center, thickest stripe was black, and its accents were teal. In the 2008 year, the gold in the uniforms noticeably shifted from a bright yellow metallic appearance to more beige.
The Jaguars unveiled new uniforms for the 2009 season. Team owner Wayne Weaver reportedly wanted to "clean up" the look, feeling that the team had too many uniform styles. The new uniforms were introduced in a press conference on April 22.
At this press conference, Weaver elaborated that different people had taken different liberties with the Jaguars' image over the years, singling out the 'All Black' look which the team wore for every prime-time home game from 2003 to 2007 as a point of regret. He also said that the team would wear their teal jerseys at home even on hot days, saying that the practice of choosing to wear white on hot days had also diluted the team's image. The new uniform reflected a simpler look overall. The collar and sleeve ends are the same color as the rest of the jersey. The crawling jaguar was removed. The numbers on the jerseys were changed to a simpler, block font with a thicker, single color border. After all of these subtractions, two features were added. The first was a "JAGUARS" wordmark underneath the NFL insignia on the chest. The second was two thin 'stripes' of off-color fabric which were added to each midseam of the jersey, curling up to the neckline on the front and below the number on the back. The stripe on the home jersey is a white line next to a black line, matching the color of the numbers, and the stripe on the away jersey is a black line next to a teal line, again matching the numbers. The pants have similar stripes, both for the home and away uniform. The away uniforms were still black pants and numbers on a white jersey, but they now used teal as the only accent color as opposed to using gold in previous years. The Jaguars' identity, in terms of colors, beginning in 2009 is exclusively teal and black, with gold only being used in the logo. The final change made to the Jaguars' uniforms in 2009 was to the helmet. The new helmet and facemask were black just like the old ones, but when light hit the new ones a certain way, both the helmet and face mask sparkled with a shiny teal appearance. These were the first helmets in professional football which changed color with different angles of light. The logo and number decals also incorporated this effect.
Prior to the 2012 season, new Jaguars owner Shahid Khan announced that the team would once again use a black jersey, something they had not done since 2008. In September of that year, the team announced that it would use the black jersey and black pants as their primary home uniform. The teal jersey was resurrected as an alternate.
On April 23, 2013, the Jaguars unveiled new uniforms designed by Nike. The primary home jersey is black with white numerals outlined in teal and gold. The road jersey is white with teal numerals outlined in black and gold, marking the first time since 2003 that the team has used teal numbers on their road jersey. The alternate jersey is teal with black numerals outlined in white and gold. The team had never before used black numbers on their teal jersey. All three jerseys feature a contrasting stripe that bends around the neck, and semi-glossy patches on the shoulders meant to resemble claw marks. The team added their new shield logo onto a patch just above the player's heart, meant to pay tribute to Jacksonville's military heritage.
The helmet, first of its kind in the NFL, featured a glossy gold finish in the back that fades to matte black in the front, via a color gradient.
The new uniform set includes black and white pants with the Jaguars logo on the hip and a tri-color pattern down the player's leg.
In November 2015, as one of eight teams participating in Nike's "Color Rush" initiative for four games of "Thursday Night Football" during the 2015 season, Jacksonville introduced an all-gold second alternative uniform. The set features a gold jersey with black sleeves and black trim, as well as all gold pants. The white front and back numbers are lined in the teal accent color and bordered by black. The TV numbers on the shoulders are white with black bordering. The set also features gold undershirts and socks.
On April 19, 2018, the Jaguars again revealed re-designed uniforms. The new design returns to an all-black gloss helmet and removes many of the complicated details from the previous set. For the first time, there will be no borders at all on any of the jersey numbers. There are no stripes or team logo on the pants; only an NFL logo and a Nike logo, which is the first and only of its kind in the NFL. Like the 2009 uniform set, the only gold in the uniform set belongs to the Jaguar logo itself, and the block number font is not distinct from that used by other teams. The sleeve trim and collar trim are both a different color than the rest of the jersey, that and the solitary Jaguar logo are the only distinct markings on the jersey. For the first time, the sock has a teal stripe between the black and white. The black jersey is the primary, as it has been since 2012, and the teal is the alternate.
Since his introduction in 1996, Jaxson de Ville has served as the Jaguars' mascot. Jaxson entertains the crowd before and during games with his antics. The mascot has established a reputation for making dramatic entrances including bungee jumping off the stadium lights, sliding down a rope from the scoreboard, and parachuting into the stadium.
Jaxson's antics got him into trouble in 1998 and stemmed the changing of the NFL's mascot rules, and also caused him to calm down. However, Jaxson was still seen, by some, as a mascot that gets in the way during the game. After the October 22, 2007 game against Indianapolis, Colts President Bill Polian complained to the NFL, and Jaxson was reprimanded again.
Jaxson's first appearance was on August 18, 1996 and was played by Curtis Dvorak from his inception until his retirement in June 2015.
The Jacksonville Roar is the professional cheerleading squad of the Jaguars. The group was established in 1995, the team's inaugural year, and regularly performs choreographed routines during the team's home contests.
In addition to performing at games and pep rallies, members function as goodwill ambassadors of the team, participating in corporate, community, and charitable events in the Jacksonville metropolitan area where they sign autographs and pose for pictures. They also join NFL tours to entertain American servicemen and women around the world.
TIAA Bank Field (formerly known as Jacksonville Municipal Stadium, Alltel Stadium, and EverBank Field) is located on the north bank of the St. Johns River, and has been the home of the Jaguars since the team's first season in 1995. The stadium has a capacity of 69,132, with additional seating added during Florida–Georgia Game and the Gator Bowl.
The stadium served as the site of Super Bowl XXXIX in addition to four Jaguar playoff games including the . It also hosted the ACC Championship Game from 2005–07 and the River City Showdown in 2007 and 2008.
From 1995–97 and again from 2006–09, the stadium was named Jacksonville Municipal Stadium. From 1997–2006, the stadium was referred to as Alltel Stadium. The naming rights were purchased by EverBank prior to the 2010 season. Prior to the 2018 season the Jaguars announced the stadium would be renamed TIAA Bank Field.
The stadium got a substantial upgrade in 2014 with the addition of new scoreboards, pools, cabana seating and premium seating that includes 180 field-level seats. The scoreboards are high and long. The new scoreboards at TIAA Bank Field are now the world's largest video boards. Two by pools were installed in the north end zone along with the cabana seating. The stadium upgrades were $63 million that owner Shahid Khan helped finance $20 million of the total cost.
The Jacksonville Jaguars have three primary rivals: their divisional rivals (Tennessee Titans, Indianapolis Colts, and Houston Texans). They have geographic rivalries with the Miami Dolphins and Tampa Bay Buccaneers. The Jaguars also have a rivalry with their 1995 expansion brethren, the Carolina Panthers. They also have rivalries with other teams that arose from the AFC Central days, most notably with the Pittsburgh Steelers, who they competed against and defeated in 2017 regular season and the 2017 playoffs. Arguably, a rivalry has also emerged with the Buffalo Bills as of late.
This is a partial list of the Jaguars' last five completed seasons. For the full season-by-season franchise results, see List of Jacksonville Jaguars seasons.
"Note: The Finish, Wins, Losses, and Ties columns list regular season results and exclude any postseason play."
As of December 31, 2019
Although not officially retired, the number 71 worn by offensive tackle Tony Boselli, the Jaguars' first-ever draft pick, has not been worn since his retirement in 2002. According to team officials, while the number is not in circulation, the number (along with Fred Taylor's number 28) is officially available for use if the circumstances warrant it.
A contest was held in July 2006 to name the club's ring of honor as "Pride of the Jaguars" was chosen with 36% of the vote. It was unveiled during the 2006 season during a game against the New York Jets on October 8. Former offensive tackle Tony Boselli was the first player inducted.
On January 1, 2012, team owner Wayne Weaver and his wife Delores were added to the Pride of the Jaguars in their final game before the sale of the team to Shahid Khan. On June 7, 2012 the Jaguars announced Fred Taylor would be the next inductee into the Pride of the Jaguars. He was officially inducted on September 30, 2012. Longtime Jaguars quarterback Mark Brunell was also inducted into the "Pride of the Jaguars" on December 15, 2013. The most recent addition was WR Jimmy Smith, inducted in 2016.
The Jacksonville Jaguars Foundation was established in 1994, when the franchise deal was first announced. Since then, the Foundation has given over $20 million to area efforts in community improvement. The Foundation focuses on many initiatives, such as Honor Rows, anti-tobacco programs, NFL Play 60, and support for veterans. The Foundation grants over $1 million annually to organizations that assist "economically and socially disadvantaged youth and families".
The Jaguars' first head coach, Tom Coughlin, established the Tom Coughlin Jay Fund Foundation in 1996 to help young cancer victims and their families with emotional and financial assistance. The charity remained in Jacksonville after Coughlin left to coach the New York Giants.
Media affiliates
From their inaugural 1995 season until 2013, the Jaguars' flagship radio station was WOKV, which simulcasts on both AM 690 and on 104.5 FM.
Starting with the 2014 season, the team will be moving the broadcast to WJXL and WJXL-FM (1010 AM and 92.5 FM) and simulcast on 99.9 Gator Country
Frank Frangie is the play-by-play announcer with former Jaguars players Tony Boselli and Jeff Lageman providing color analysis.
WJAX-TV or WFOX-TV televises all preseason games and also televises regular season games that are televised nationally on ESPN or NFL Network.
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Jewish prayer
Jewish prayer (, ; plural ; , plural ; Yinglish: davening from Yiddish 'pray') is the prayer recitations and Jewish meditation traditions that form part of the observance of Rabbinic Judaism. These prayers, often with instructions and commentary, are found in the "siddur", the traditional Jewish prayer book. However, the term "tefillah" as referenced in the Talmud refers specifically to the Shemoneh Esreh.
Prayer—as a "service of the heart"—is in principle a Torah-based commandment. It is not time-dependent and is mandatory for both Jewish men and women.
However, in general, today, Jewish men are obligated to conduct "tefillah" ("prayer") three times a day within specific time ranges (zmanim), while, according to some poskim ("Jewish legal authorities"), women are only required to engage in "tefillah" once a day, others say at least twice a day.
Traditionally, since the Second Temple period, three prayer services are recited daily:
Further additional prayers:
The Talmud Bavli gives two reasons why there are three basic prayers "de-rabbanan" ("from our Rabbis") since the early Second Temple period on: to recall the daily sacrifices at the Temple in Jerusalem, and/or because each of the Patriarchs instituted one prayer: Abraham the morning, Isaac the afternoon and Jacob the evening prayer.
The Talmud yerushalmi states that the Anshei Knesset HaGedola ("The Men of the Great Assembly") learned and understood the beneficial concept of regular daily prayer from personal habits of the forefathers ("avoth", Avraham, Isaac, Yaacov) as hinted in the Tanach, and instituted the three daily prayers. A distinction is made between individual prayer and communal prayer, which requires a quorum known as a "minyan", with communal prayer being preferable as it permits the inclusion of prayers that otherwise would be omitted.
Maimonides (1135–1204 CE) relates that until the Babylonian exile (586 BCE), all Jews had composed their own prayers, but thereafter the sages of the Great Assembly in the early Second Temple period composed the main portions of the "siddur". Modern scholarship dating from the Wissenschaft des Judentums movement of 19th-century Germany, as well as textual analysis influenced by the 20th-century discovery of the Dead Sea Scrolls, suggests that dating from this period there existed "liturgical formulations of a communal nature designated for particular occasions and conducted in a centre totally independent of Jerusalem and the Temple, making use of terminology and theological concepts that were later to become dominant in Jewish and, in some cases, Christian prayer." The language of the prayers, while clearly from the Second Temple period (516 BCE – 70 CE), often employs Biblical idiom. Jewish prayerbooks emerged during the early Middle Ages during the period of the Geonim of Babylonia (6th–11th centuries CE)
Over the last two thousand years traditional variations have emerged among the traditional liturgical customs of different Jewish communities, such as Ashkenazic, Sephardic, Yemenite, Eretz Yisrael and others, or rather recent liturgical inventions such as Hassidic, and Chabad. However the differences are minor compared with the commonalities. Most of the Jewish liturgy is sung or chanted with traditional melodies or trope. Synagogues may designate or employ a professional or lay "hazzan" (cantor) for the purpose of leading the congregation in prayer, especially on Shabbat or holidays.
According to the Talmud Bavli (tractate Taanit 2a), "tefillah" ("prayer") is a Biblical command: "'You shall serve God with your whole heart.' () What service is performed with the heart? This is tefillah." Prayer is therefore referred to as "Avodah sheba-Lev" ("service that is in the heart"). It is not time-dependent and is mandatory for both Jewish men and women. Mentioning "tefillah", the Talmud always refers to the "Amidah", that is also called "Shemoneh Esreh". The noted rabbi Maimonides (RaMBaM) likewise categorizes "tefillah" as a Biblical command of Written law, as the Babylon Talmud says. However, corresponding with the Jerusalem Talmud, the RaMBaM did hold that the number of "tefillot" ("prayers") and their times are not a Biblical command of Written law and that the forefathers did not institute such a Takkanah, rather it was a rabbinical command "de-rabbanan" ("from our Rabbis") based on a takkanah of the Anshei Knesset HaGedola ("The Men of the Great Assembly").
The Oral law, according to the Talmud Bavli (tractate Berachoth 26b) gives two reasons why there are three basic prayers:
The Oral Torah, according to the Talmud yerushalmi (tractate Berachoth 4) states why there are three basic "tefillot" ("prayers") and who instituted them:
Additional references in the Hebrew Bible have been interpreted to suggest that King David and the prophet Daniel prayed three times a day. In Psalms, David states:
As in the Book of Daniel:
Orthodox, Modern Orthodox and Sefardic strands of Judaism regard "halakha" (the collective body of religious laws for Jews) as requiring Jewish men to say "tefillot" ("prayers") three times daily and four times daily on the Sabbath and most Jewish holidays, and five times on Yom Kippur. Some of those movements regard the system of multiple daily prayer services within specific time frames as optional for women due to their need to be constantly taking care of small children, but—in accordance with halakha—they are still required to pray at least daily, without a specific time requirement. Moreover, it is generally accepted by Orthodox, Modern Orthodox, and Sephardic religious authorities that women are exempt from the evening prayer. Conservative Judaism regards the "halakhic" system of multiple daily services as mandatory. Since 2002, Jewish women from Conservative congregations have been regarded as having undertaken a communal obligation to pray the same prayers at the same times as men, with traditional communities and individual women permitted to opt out. Reform and Reconstructionist congregations do not regard "halakha" as binding and hence regard appropriate prayer times as matters of personal spiritual decision rather than a matter of religious requirement.
According to halakha, all individual prayers and virtually all communal prayers may be said in any language that the person praying understands. For example, the "Mishnah" mentions that the "Shema" need not be said in Hebrew A list of prayers that must be said in Hebrew is given in the Mishna, and among these only the Priestly Blessing is in use today, as the others are prayers that are to be said only in a Temple in Jerusalem, by a priest, or by a reigning King.
Despite this, the tradition of most Ashkenazi Orthodox synagogues is to use Hebrew (usually Ashkenazi Hebrew) for all except a small number of prayers, including the Aramaic "Kaddish" ("holy"), and the notable Gott Fun Avraham, which was written in Yiddish. In other streams of Judaism there is considerable variability: Sephardic communities may use Ladino or Portuguese for many prayers; Conservative synagogues tend to use the local language to a varying degree; and at some Reform synagogues almost the whole service may be in the local language.
Maimonides (Mishneh Torah, Laws of Prayer 1:4) relates that until the Babylonian exile, all Jews composed their own prayers. After the exile, however, the sages of the time (united in the Great Assembly) found the ability of the people insufficient to continue the practice, and they legendarily composed the main portions of the "siddur", such as the "Amidah", from which no fragments survived. The origins of modern Jewish prayer were established during the period of the Tannaim, "from their traditions, later committed to writing, we learn that the generation of rabbis active at the time of the destruction of the Second Temple (70 CE) gave Jewish prayer its structure and, in outline form at least, its contents." This liturgy included the twice-daily recitation of the Shema, the Amidah, or Shmoneh Esrei, including 18 blessings recited several times daily, and the public recitation of the Torah in installments. The oldest prayer books date from the time of the Geonim of Babylonia; "some were composed by respected rabbinic scholars at the request of far-flung communities seeking an authoritative text of the required prayers for daily use, Shabbat, and holidays."
The language of the prayers, while clearly being from the Second Temple period, often employs Biblical idiom, and according to some authorities it should not contain rabbinic or Mishnaic idiom apart from in the sections of Mishnah that are featured (see Baer).
Over the last two thousand years, the various branches of Judaism have resulted in small variations in the Rabbinic liturgy customs among different Jewish communities, with each community having a slightly different Nusach (customary liturgy). The principal difference is between Ashkenazic and Sephardic customs, although there are other communities (e.g., Yemenite Jews, Eretz Yisrael), and rather recent liturgical inventions such as Hassidic, Chabad, Reform and other communities also have distinct customs, variations, and special prayers. The differences are quite minor compared with the commonalities. The idea that a Jew should not change his "Nusach Tefillah" and has to continue to pray in the way of his forefathers is an invented Halacha of the galut ("diaspora", "scattering, dispersion"). According to halakha, a Jew may change his "nusach tefilla" at any time, even on a daily basis.
The earliest parts of Jewish prayer are the "Shema Yisrael" ("Hear O Israel") (Deuteronomy 6:4 "et seq"), and the Priestly Blessing (Numbers 6:24–26), which are in the Torah. A set of eighteen (currently nineteen) blessings called the "Shemoneh Esreh" or the "Amidah" (Hebrew, "standing [prayer]"), is traditionally ascribed to the Great Assembly in the time of Ezra, at the end of the Biblical period.
The name "Shemoneh Esreh", literally "eighteen", is an historical anachronism, since it now contains nineteen blessings. It was only near the end of the Second Temple period that the eighteen prayers of the weekday Amidah became standardized. Even at that time their precise wording and order was not yet fixed, and varied from locale to locale. It was not until several centuries later that the prayers began to be formally fixed. By the Middle Ages the texts of the prayers were nearly fixed, and in the form in which they are still used today.
The siddur was printed by Soncino in Italy as early as 1486, though a siddur was first mass-distributed only in 1865. The siddur began appearing in the vernacular as early as 1538. The first English translation, by Gamaliel ben Pedahzur (a pseudonym), appeared in London in 1738; a different translation was released in the United States in 1837.
Readings from the Torah (five books of Moses) and the Nevi'im ("Prophets") form part of the prayer services. To this framework various Jewish sages added, from time to time, various prayers, and, for festivals especially, numerous hymns.
The earliest existing codification of the prayerbook was drawn up by Rav Amram Gaon of Sura, Babylon, about 850 CE. Half a century later Rav Saadia Gaon, also of Sura, composed a siddur, in which the rubrical matter is in Arabic. These were the basis of Simcha ben Samuel's Machzor Vitry (11th-century France), which was based on the ideas of his teacher, Rashi. Another formulation of the prayers was that appended by Maimonides to the laws of prayer in his Mishneh Torah: this forms the basis of the Yemenite liturgy, and has had some influence on other rites. From this point forward, all Jewish prayerbooks had the same basic order and contents.
Conservative services generally use the same basic format for services as in Orthodox Judaism, with some doctrinal leniencies and some prayers in English. In practice, there is wide variation among Conservative congregations. In traditionalist congregations the liturgy can be almost identical to that of Orthodox Judaism, almost entirely in Hebrew (and Aramaic), with a few minor exceptions, including excision of a study session on Temple sacrifices, and modifications of prayers for the restoration of the sacrificial system. In more liberal Conservative synagogues there are greater changes to the service, with up to a third of the service in English; abbreviation or omission of many of the preparatory prayers; and replacement of some traditional prayers with more contemporary forms. There are some changes for doctrinal reasons, including egalitarian language, fewer references to restoring sacrifices in the Temple in Jerusalem, and an option to eliminate special roles for Kohanim and Levites.
The liturgies of Reform and Reconstructionist are based on traditional elements, but contains language more reflective of liberal belief than the traditional liturgy. Doctrinal revisions generally include revising or omitting references to traditional doctrines such as bodily resurrection, a personal Jewish Messiah, and other elements of traditional Jewish eschatology, Divine revelation of the Torah at Mount Sinai, angels, conceptions of reward and punishment, and other personal miraculous and supernatural elements. Services are often from 40% to 90% in the vernacular.
Reform Judaism has made greater alterations to the traditional service in accord with its more liberal theology including dropping references to traditional elements of Jewish eschatology such as a personal Messiah, a bodily resurrection of the dead, and others. The Hebrew portion of the service is substantially abbreviated and modernized and modern prayers substituted for traditional ones. In addition, in keeping with their view that the laws of Shabbat (including a traditional prohibition on playing instruments) are inapplicable to modern circumstances, Reform services often play instrumental or recorded music with prayers on the Jewish Sabbath. All Reform synagogues are Egalitarian with respect to gender roles.
In Jewish philosophy and in Rabbinic literature, it is noted that the Hebrew verb for prayer—"hitpallel" התפלל—is in fact the reflexive form of "palal" פלל, to judge. Thus, "to pray" conveys the notion of "judging oneself": ultimately, the purpose of prayer—"tefilah" תפלה—is to transform ourselves.
This etymology is consistent with the Jewish conception of divine simplicity. It is not God that changes through our prayer—Man does not influence God as a defendant influences a human judge who has emotions and is subject to change—rather it is man himself who is changed. It is further consistent with Maimonides' view on Divine Providence. Here, Tefillah is the medium which God gave to man by means of which he can change himself, and thereby establish a new "relationship" with God—and thus a new destiny for himself in life; see also under Psalms.
In this view, the ultimate goal of prayer is to help train a person to focus on divinity through philosophy and intellectual contemplation. This approach was taken by Maimonides and the other medieval rationalists.
In this view, prayer is not a conversation. Rather, it is meant to inculcate certain attitudes in the one who prays, but not to influence. This has been the approach of Rabbenu Bachya, Yehuda Halevy, Joseph Albo, Samson Raphael Hirsch, and Joseph B. Soloveitchik. This view is expressed by Rabbi Nosson Scherman in the overview to the Artscroll Siddur (p. XIII); note that Scherman goes on to also affirm the Kabbalistic view (see below).
Kabbalah (esoteric Jewish mysticism) uses a series of "kavanot", directions of intent, to specify the path the prayer ascends in the dialogue with God, to increase its chances of being answered favorably. Kabbalism ascribes a higher meaning to the purpose of prayer, which is no less than affecting the very fabric of reality itself, restructuring and repairing the universe in a real fashion. In this view, every word of every prayer, and indeed, even every letter of every word, has a precise meaning and a precise effect. Prayers thus literally affect the mystical forces of the universe, and repair the fabric of creation.
This approach has been taken by the Chassidei Ashkenaz (German pietists of the Middle-Ages), the Zohar, the Arizal's Kabbalist tradition, the Ramchal, most of Hassidism, the Vilna Gaon and Jacob Emden.
Hassidism, although incorporating the kabbalistic worldview and its corresponding kavanot, also emphasized straightforward sincerity and depth of emotional engagement in prayer. The Baal Shem Tov's great-grandson, Rebbe Nachman of Breslov, particularly emphasized speaking to God in one's own words, which he called Hitbodedut (self-seclusion) and advised setting aside an hour to do this every day (Likutei Moharan 2:25).
"Daven" is the originally exclusively Eastern Yiddish verb meaning "pray"; it is widely used by Ashkenazic Orthodox Jews. In Yinglish, this has become the Anglicised "davening".
The origin of the word is obscure, but is thought by some to have come from Arabic (from "diwan", a collection of poems or prayers), French (from "devoner", 'to devote' or 'dedicate' or possibly from the French 'devant'- 'in front of' with the idea that the person praying is mindful of before whom they stand), Latin (from "divin", 'divine') or even English (from "dawn"). Others believe that it derives from a Slavic word meaning "to give" (). Some claim that it originates from an Aramaic word, "de'avuhon" or "d'avinun", meaning 'of their/our forefathers', as the three prayers are said to have been invented by Abraham, Isaac and Jacob. Another Aramaic derivation, proposed by Avigdor Chaikin, cites the Talmudic phrase, ""ka davai lamizrach"", 'gazing wistfully to the east' (Shab. 35a). Kevin A. Brook, cites Zeiden's suggestion that the word "daven" comes from the Turkish root "tabun-" meaning 'to pray', and that in Kipchak Turkish, the initial "t" morphs into "d".
In Western Yiddish, the term for "pray" is "oren", a word with clear roots in Romance languages—compare Spanish and Portuguese "orar" and Latin "orare".
Individual prayer is considered acceptable, but prayer with a quorum of ten Jewish adults—a "minyan"—is the most highly recommended form of prayer and is required for some prayers. An adult in this context means over the age of 12 or 13 ("bat" or "bar mitzvah"). Judaism had originally counted only men in the "minyan" for formal prayer, on the basis that one does not count someone who is not obligated to participate. The rabbis had exempted women from almost all time-specific positive mitzvot (commandments), including those parts of the prayer that cannot be recited without a quorum, due to women in the past being bound up in an endless cycle of pregnancy, birthing and nursing from a very early age. Orthodox Judaism still follows this reasoning and excludes women from the minyan.
Since 1973, Conservative congregations have overwhelmingly become egalitarian and count women in the "minyan". A very small number of congregations that identify themselves as Conservative have resisted these changes and continue to exclude women from the minyan. Those Reform and Reconstructionist congregations that consider a "minyan" mandatory for communal prayer, count both men and women for a "minyan". All denominations of Judaism except for Orthodox Judaism ordain female rabbis and cantors.
There is a publicly said prayer, called Birkhat HaGomel, for giving thanks for surviving an illness or danger. which, in addition to needing a "Minyan", also needs a Torah scroll taken out for a scheduled Torah reading.
The "Shacharit" (from "shachar", morning light) prayer is recited in the morning. "Halacha" limits parts of its recitation to the first three (Shema) or four (Amidah) hours of the day, where "hours" are 1/12 of daylight time, making these times dependent on the season.
Various prayers are said upon arising; the tallit katan (a garment with tzitzit) is donned at this time. The tallit (large prayer shawl) is donned before or during the actual prayer service, as are the tefillin (phylacteries); both are accompanied by blessings.
The service starts with the "morning blessings" ("birkot ha-shachar"), including blessings for the Torah (considered the most important ones). In Orthodox services this is followed by a series of readings from Biblical and rabbinic writings recalling the offerings made in the Temple in Jerusalem. The section concludes with the "Rabbis' Kaddish" ("kaddish de-rabbanan").
The next section of morning prayers is called "Pesukei D'Zimrah" ("verses of praise"), containing several psalms (100 and 145–150), and prayers (such as "yehi chevod") made from a tapestry of Biblical verses, followed by Song of the Sea (Exodus, chapters and ).
"Barechu", the formal public call to prayer, introduces a series of expanded blessings embracing the recitation of the "Shema". This is followed by the core of the prayer service, the "Amidah" or "Shemoneh Esreh", a series of 19 blessings. The next part of the service, is "Tachanun", supplications, which is omitted on days with a festive character (and by Reform services usually entirely).
On Mondays and Thursdays a Torah reading service is inserted, and a longer version of Tachanun takes place.
Concluding prayers (see Uva letzion) and Aleinu then follow, with the Kaddish of the mourners generally after Aleinu.
"Mincha" or "Minha" (derived from the flour offering that accompanied each sacrifice) may be recited from half an hour after "halachic" noontime. This earliest time is referred to as "mincha gedola" (the "large mincha"). There is, however, another time to daven mincha, which is then known as "mincha ketana" (2.5 "halachic" hours before nightfall). Ideally, one should complete the prayers before sunset, although many authorities permit reciting Mincha until nightfall. Mincha is allowed to be recited during any of the hours between mincha gedola and mincha ketana also.
Sephardim and Italian Jews start the Mincha prayers with Psalm 84 and "Korbanot" (), and usually continue with the "Pittum hakketoret". The opening section is concluded with . Western Ashkenazim recite the "Korbanot" only.
"Ashrei", containing verses from Psalms , and the entire , is recited, immediately followed by "Chatzi Kaddish" (half-Kaddish) and the "Shemoneh Esreh" (or Amidah). This is followed by "Tachanun", supplications, and then the full Kaddish. Sephardim insert Psalm or , followed by the Mourner's Kaddish. After this follows, in most modern rites, the "Aleinu". Ashkenazim then conclude with the Mourner's Kaddish. Service leaders often wear a tallit even on normal days, and must wear one during the fast days.
In many congregations, the afternoon and evening prayers are recited back-to-back on a working day, to save people having to attend synagogue twice. The Vilna Gaon discouraged this practice, and followers of his set of customs commonly wait until after nightfall to recite "Ma'ariv" (the name derives from the word "nightfall").
This service begins with the "Barechu", the formal public call to prayer, and "Shema Yisrael" embraced by two benedictions before and two after. Ashkenazim outside of Israel (except Chabad-Lubavitch and followers of the Vilna Gaon) then add another blessing ("Baruch Adonai le-Olam"), which is made from a tapestry of biblical verses. (This prayer is also said by Baladi Temanim in and out of Israel.) This is followed by the Half-Kaddish, and the "Shemoneh Esreh" ("Amidah"), bracketed with the full Kaddish. Sephardim then say Psalm 121, say the Mourner's Kaddish, and repeat "Barechu" before concluding with the Aleinu. Ashkenazim, in the diaspora, do neither say Psalm 121 nor repeat Barechu, but conclude with "Aleinu" followed by the Mourner's Kaddish (in Israel, Ashkenazim do repeat Barcheu after mourner's Kaddish).
On Shabbat (the Sabbath), prayers are similar in structure to those on weekdays, although almost every part is lengthened. One exception in the "Amidah", the main prayer, which is "abridged". The first three and last three blessings are recited as usual, but the middle thirteen are replaced with a single blessing known as ""sanctity of the day,"" describing the Sabbath. Atypically, this middle blessing is different for each of the prayers.
Shabbat services begin on Friday evening with the weekday Mincha (see above), followed in some communities by the Song of Songs, and then in most communities by the "Kabbalat Shabbat", the mystical prelude to Shabbat services composed by 16th-century Kabbalists. This Hebrew term literally means "Receiving the Sabbath". In many communities, the piyut "Yedid Nefesh" introduces the Kabbalat Shabbat prayers.
Kabbalat Shabbat is, except amongst many Italian and Spanish and Portuguese Jews, composed of six psalms, to , and , representing the six week-days. Next comes the poem "Lekha Dodi". Composed by Rabbi Shlomo Halevi Alkabetz in the mid-16th century, it is based on the words of the Talmudic sage Hanina: "Come, let us go out to meet the Queen Sabbath" (Talmud Shabbat 119a). Kabbalat Shabbat is concluded by (the recital of which constitutes men's acceptance of the current Shabbat with all its obligations) and . Many add a study section here, including "Bameh Madlikin" and "Amar rabbi El'azar" and the concluding "Kaddish deRabbanan" and is then followed by the Maariv service; other communities delay the study session until after Maariv. Still other customs add here a passage from the Zohar. In modern times the Kabbalat Shabbat has been set to music by many composers including: Robert Strassburg
and Samuel Adler
The Shema section of the Friday night service varies in some details from the weekday services—mainly in the different ending of the "Hashkivenu" prayer and the omission of "Baruch Adonai le-Olam" prayer in those traditions where this section is otherwise recited. In the Italian rite, there are also different versions of the "Ma'ariv 'aravim" prayer (beginning "asher killah" on Friday nights) and the "Ahavat 'olam" prayer.
Most commemorate the Shabbat at this point with "VeShameru" (). The custom to recite the biblical passage at this point has its origins in the Lurianic Kabbalah, and does not appear before the 16th century. It is therefore absent in traditions and prayer books less influenced by the Kabbalah (such as the Yemenite "Baladi" tradition), or those that opposed adding additional readings to the siddur based upon the Kabbalah (such as the Vilna Gaon).
The middle blessing of the "Amidah" (see above) discusses the conclusion of the Creation, quoting the relevant verses from Genesis. This is then followed by the hazzan's mini-repetition of the Amidah, "Magen Avot", a digest of the seven benedictions (hence its Hebrew name "Achat Me'ein Sheva"). In some Ashkenazi Orthodox synagogues the second chapter of Mishnah tractate Shabbat, "Bameh Madlikin", is read at this point, instead of earlier. Kiddush is recited in the synagogue in Ashkenazi and a few Sephardi communities. The service then follows with Aleinu. Most Sephardi and many Ashkenazi synagogues end with the singing of "Yigdal", a poetic adaptation of Maimonides' 13 principles of Jewish faith. Other Ashkenazi synagogues end with "Adon `olam" instead.
Shabbat morning prayers commence as on week-days. Of the hymns, Psalm 100 ("Mizmor LeTodah", the psalm for the Thanksgiving offering), is omitted because the "todah" or Thanksgiving offering could not be offered on Shabbat in the days of the Temple in Jerusalem. Its place is taken in the Ashkenazi tradition by Psalms , , , , , , , , . Sephardic Jews maintain a different order, add several psalms and two religious poems. The "Nishmat" prayer is recited at the end of the "Pesukei D'Zimrah". The blessings before "Shema" are expanded, and include the hymn "El Adon", which is often sung communally.
The intermediary benediction of the "Shacharit Amidah" begins with "Yismach Moshe" and discusses Moses' receiving of the Torah (which according to tradition took place on the morning of the Sabbath). Kedushah, which is always recited during the Hazzan's repetition of the third blessing, is significantly expanded. After the repetition is concluded, the Torah scroll is taken out of the Ark in a ritual much longer than the ritual during the week, and the weekly portion is read, followed by the "haftarah".
After the Torah reading, three prayers for the community are recited. Two prayers starting with "Yekum Purkan", composed in Babylon in Aramaic, are similar to the subsequent "Mi sheberakh", a blessing for the leaders and patrons of the synagogue. The Sephardim omit much of the Yekum Purkan. Prayers are then recited (in some communities) for the government of the country, for peace, and for the State of Israel.
After these prayers, Ashrei is repeated and the Torah scroll is returned to the Ark in a procession through the Synagogue. Many congregations allow children to come to the front in order to kiss the scroll as it passes. In many Orthodox communities, the Rabbi (or a learned member of the congregation) delivers a sermon at this point, usually on the topic of the Torah reading.
The "Musaf" service starts with the silent recitation of the "Amidah". The middle blessing includes the "Tikanta Shabbat" reading on the holiness of Shabbat, and then by a reading from the biblical Book of Numbers about the sacrifices that used to be performed in the Temple in Jerusalem. Next comes "Yismechu", "They shall rejoice in Your sovereignty", and "Eloheynu", "Our God and God of our Ancestors, may you be pleased with our rest" (which is recited during all "Amidah"s of the Sabbath. Kedushah is greatly expanded.
After the "Amidah" comes the full Kaddish, followed by "Ein keloheinu". In Orthodox Judaism this is followed by a reading from the Talmud on the incense offering called Pittum Haketoreth and daily psalms that used to be recited in the Temple in Jerusalem. These readings are usually omitted by Conservative Jews, and are always omitted by Reform Jews.
The "Musaf" service culminates with the Rabbi's Kaddish, the "Aleinu", and then the Mourner's Kaddish. Some synagogues conclude with the reading of "An'im Zemirot", "The Hymn of Glory", Mourner's Kaddish, the Psalm of the Day and either Adon Olam or Yigdal.
Mincha commences with "Ashrei" (see above) and the prayer Uva letzion, after which the first section of the next weekly portion is read from the Torah scroll. The "Amidah" follows the same pattern as the other Shabbat "Amidah" prayers, with the middle blessing starting "Attah Echad".
The week-day Ma'ariv is recited on the evening immediately following Shabbat, concluding with "Vihi No'am", "Ve-Yitten lekha", and "Havdalah".
The services for the Days of Awe—Rosh Hashana and Yom Kippur—take on a solemn tone as befits these days. Traditional solemn tunes are used in the prayers.
The musaf service on Rosh Hashana has nine blessings; the three middle blessings include biblical verses attesting to sovereignty, remembrance and the shofar, which is sounded 100 times during the service.
Yom Kippur is the only day in the year when there are five prayer services. The evening service, containing the Ma'ariv prayer, is widely known as "Kol Nidrei", the opening declaration made preceding the prayer. During the daytime, shacharit, musaf (which is recited on Shabbat and all festivals) and mincha are followed, as the sun begins to set, by Ne'ila, which is recited just this once a year.
The services for the three festivals of Pesach ("Passover"), Shavuot ("Feast of Weeks" or "Pentecost"), and Sukkot ("Feast of Tabernacles") are alike, except for interpolated references and readings for each individual festival. The preliminaries and conclusions of the prayers are the same as on Shabbat. The Amidah on these festivals only contains seven benedictions, with "Attah Bechartanu" as the main one. Hallel (communal recitation of Psalms -) follows.
The Musaf service includes Umi-Penei Hata'enu, with reference to the special festival and Temple sacrifices on the occasion. A blessing on the pulpit ("dukhen") is pronounced by the "kohanim" (Jewish priests) during the Amidah. While this occurs daily in Israel and most Sephardic congregations, it occurs only on Pesach, Shavuot, Sukkot, Rosh Hashanah, and Yom Kippur in Ashkenazic congregations of the diaspora. (Those Ashkenazic congregations substitute a prayer recited by the hazzan after the Modim ("Thanksgiving") prayer) on week-days and Sabbath in commemoration of the priestly blessing.) (American Reform Jews omit the Musaf service.)
In the event one of the prayers was missed inadvertently, the Amidah prayer is said twice in the next service—a procedure known as "tefillat tashlumin".
Many Jews sway their body back and forth during prayer. This practice (referred to as "shoklen" in Yiddish) is not mandatory, and in fact the kabbalist Isaac Luria felt that it should not be done. In contrast, the German Medieval authority "Maharil" (Rabbi Jacob Molin) linked the practice to a statement in the Talmud that the Mishnaic sage Rabbi Akiva would sway so forcefully that he ended up at the other side of the room when praying (Talmud tractate Berachot).
Many are accustomed to giving charity before, during (especially during Vayivarech David) or after prayer, in the hopes that this will make their prayer more likely to be heard.
Men are obligated to perform public prayer three times a day with additional services on Jewish holidays. According to Jewish law, each prayer must be performed within specific time ranges (zmanim), based on the time that the communal sacrifice the prayer is named after would have been performed in the days of the Temple in Jerusalem.
According to the Talmud women are generally exempted from obligations that have to be performed at a certain time. Orthodox authorities have generally interpreted this exemption due to women's higher spiritual level and therefore a lack of need to connect to God at specific times, since they are always connected to God. In accordance with the general exemption from time-bound obligations, most Orthodox authorities have exempted women from performing evening prayers (Maariv), but most believe that women are obligated to pray Shacharit and Mincha, the morning and afternoon prayers, respectively, when possible. According to the Mishna, women are exempt from the morning and evening Shema.
Orthodox authorities have been careful to note that although some women with small children have been exempted from praying at specific fixed times, they are not exempted from the obligation of prayer itself. The 19th-century posek Yechiel Michel Epstein, author of the "Arukh HaShulkhan", notes: "Even though the rabbis set prayer at fixed times in fixed language, it was not their intention to issue a leniency and exempt women from this ritual act". Traditionally women were also reciting individual tkhine prayers in Yiddish.
Authorities have disagreed on the minimum amount that women's prayer should contain. Many Jewish women have relied on an idea expressed by(Ashkenazi) Rabbi Avraham Gombiner in his "Magen Avraham" commentary on the "Shulkhan Arukh", and more recently the (Sephardi) Rabbi Ovadia Yosef ("Yabiah Omer" vol. 6, 17), that women are only required to pray once a day, in any form they choose, so long as the prayer contains praise of (brakhot), requests to (bakashot), and thanks of (hodot) God. However, most Orthodox authorities agree that women are not completely exempt from time-bound prayer. The "Mishnah Berurah" by Rabbi Yisrael Meir Kagan, an important code of Ashkenzic Jewish law, holds that the Men of the Great Assembly obligated women to say "Shacharit" (morning) and "Minchah" (afternoon) prayer services each day, "just like men". The "Mishnah Berurah" also states that although women are exempt from reciting the Shema Yisrael, they should nevertheless say it anyway. Nonetheless, even the most liberal Orthodox authorities hold that women cannot count in a minyan for purposes of public prayer.
Throughout Orthodox Judaism, including its most liberal forms, men and women are required to sit in separate sections with a mechitza (partition) separating them. Historically, a learned woman in the "weibershul" (women's section or annex) of a synagogue took on the informal role of precentress or firzogerin for the women praying in parallel to the main service led in the men's section. Conservative/Masorti Judaism permits mixed seating (almost universally in the United States, but not in all countries). All Reform and Reconstructionist congregations have mixed seating.
Haredi and the vast majority of Modern Orthodox Judaism has a blanket prohibition on women leading public congregational prayers. Conservative Judaism has developed a blanket justification for women leading all or virtually all such prayers, holding that although only obligated individuals can lead prayers and women were not traditionally obligated, Conservative Jewish women in modern times have as a collective whole voluntarily undertaken such an obligation. Reform and Reconstructionist congregations permit women to perform all prayer roles because they do not regard halakha as binding.
A small liberal wing within Modern Orthodox Judaism, particularly rabbis friendly to the Jewish Orthodox Feminist Alliance (JOFA), has begun re-examining the role of women in prayers based on an individual, case-by-case look at the historical role of specific prayers and services, doing so within classical "halakhic" interpretation. Accepting that where obligation exists only the obligated can lead, this small group has typically made three general arguments for expanded women's roles:
A very small number of Modern Orthodox congregations accept some such arguments, but very few Orthodox congregations or authorities accept all or even most of them. Many of those who do not accept this reasoning point to "kol isha", the tradition that prohibits a man from hearing a woman other than his wife or close blood relative sing. JOFA refers to congregations generally accepting such arguments as Partnership Minyanim. On Shabbat in a Partnership Minyan, women can typically lead "Kabbalat Shabbat", the "P'seukei D'Zimrah", the services for removing the Torah from and replacing it to the Ark, and Torah reading, as well as give a "D'Var Torah" or sermon.
The first Orthodox Jewish women's prayer group was created on the holiday of Simhat Torah at Lincoln Square Synagogue in Manhattan in the late 1960s.
Ephraim Mirvis, an Orthodox rabbi who serves as the Chief Rabbi of the United Hebrew Congregations of the Commonwealth, supports Shabbat prayer groups for Orthodox women, saying, "Some of our congregations have women prayer groups for Friday night, some Saturday mornings. This is without women reading from the Torah. But for women to come together as a group to pray, this is a good thing."
In most divisions of Judaism boys prior to Bar Mitzvah cannot act as a Chazzen for prayer services that contain "devarim sheb'kidusha", i.e. Kaddish, Barechu, the amida, etc., or receive an aliya or chant the Torah for the congregation. Since Kabbalat Shabbat is just psalms and does not contain "devarim sheb'kidusha", it is possible for a boy under Bar Mitzvah to lead until Barechu of Ma'ariv. As well, the conclusion of the service on Shabbat and Chagim may be led by children. Under the Moroccan, Yemenite, and Mizrachi customs, a boy under bar mitzvah may lead certain prayers, read the Torah, and have an aliyah. It is customary among many Ashkenazim to have children sing "Adon 'Olam" after Mussaf and "Yigdal" after Shabat and Holiday Maariv. Among Sefardim, Mizrachim, Yemenites, and some Askenazim, a child leads the congregation in Kriyat Shema.
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Jewish eschatology
Jewish eschatology is the area of Jewish philosophy and theology concerned with events that will happen in the end of days and related concepts. This includes the ingathering of the exiled diaspora, the coming of a Jewish Messiah, afterlife, and the revival of the dead Tzadikim. In Judaism, the end times are usually called the "end of days" ("aḥarit ha-yamim", אחרית הימים), a phrase that appears several times in the Tanakh.
In Judaism, the main textual source for the belief in the end of days and accompanying events is the Tanakh or Hebrew Bible. The roots of Jewish eschatology are to be found in the pre-exile Prophets, including Isaiah and Jeremiah, and the exile-prophets Ezekiel and Deutero-Isaiah. The main tenets of Jewish eschatology are the following, in no particular order, elaborated in the Books of Isaiah, Jeremiah and Ezekiel:
The Hebrew word "mashiach" (or "moshiach") refers to the Jewish idea of the messiah. Mashiach means "anointed", a meaning preserved in the English word derived from it, "messiah". The Messiah is to be a human leader, physically descended from the Davidic line, who will rule and unite the people of Israel and will usher in the Messianic Age of global and universal peace. While the name of the Jewish Messiah is considered to be one of the things that precede creation, he is not considered divine, in contrast to Christianity where Jesus is both divine and the Messiah.
In biblical times the title "mashiach" was awarded to someone in a high position of nobility and greatness. For example, Cohen ha-Mašíaḥ means High Priest. In the Talmudic era the title "mashiach" or מלך המשיח, Méleḫ ha-Mašíaḥ (in the Tiberian vocalization is pronounced Méleḵ haMMāšîªḥ) literally means "the anointed King". It is a reference to the Jewish leader and king that will redeem Israel in the end of days and usher in a messianic era of peace and prosperity for both the living and deceased.
Early in the Second temple Period hopes for a better future are described in the Jewish scriptures. After the return from the Babylonic exile, the Persian king Cyrus II was called "messiah" in Isiaiah, due to his role in the return of the Jews exiles.
A number of messianic ideas developed during the later Second Temple Period, ranging from this-worldy, political expectations, to apocalyptic expectations of an endtime in which the dead would be resurrected and the Kingdom of Heaven would be established on earth. The Messiah might be a kingly "Son of David," or a more heavenly "Son of Man," but "Messianism became increasingly eschatological, and eschatology was decisively influenced by apocalypticism," while "messianic expectations became increasingly focused on the figure of an individual savior. According to Zwi Werblowsky, "the Messiah no longer symbolized the coming of the new age, but he was somehow supposed to bring it about. The "Lord's anointed" thus became the "savior and redeemer" and the focus of more intense expectations and doctrines." Messianic ideas developed both by new interpretations ("pesher", "midrash") of the Jewish scriptures, but also by visionary revelations.
The Babylonian Talmud (200-500 CE), tractate Sanhedrin, contains a long discussion of the events leading to the coming of the Messiah. Throughout Jewish history Jews have compared these passages (and others) to contemporary events in search of signs of the Messiah's imminent arrival, continuing into present times.
The Talmud tells many stories about the Messiah, some of which represent famous Talmudic rabbis as receiving personal visitations from Elijah the Prophet and the Messiah.
In rabbinic literature, the rabbis elaborated and explained the prophecies that were found in the Hebrew Bible along with the oral law and rabbinic traditions about its meaning.
Maimonides' commentary to tractate Sanhedrin stresses a relatively naturalistic interpretation of the Messiah, de-emphasizing miraculous elements. His commentary became widely (although not universally) accepted in the non- or less-mystical branches of Orthodox Judaism.
The belief in a human Messiah of the Davidic line is a universal tenet of faith among Orthodox Jews and one of Maimonides' thirteen principles of faith.
Some authorities in Orthodox Judaism believe that this era will lead to supernatural events culminating in a bodily resurrection of the dead. Maimonides, on the other hand, holds that the events of the messianic era are not specifically connected with the resurrection. (See the Maimonides article.)
Conservative Judaism varies in its teachings. While it retains traditional references to a personal redeemer and prayers for the restoration of the Davidic line in the liturgy, Conservative Jews are more inclined to accept the idea of a messianic era:
Reform Judaism generally concurs with the more liberal Conservative perspective of a future messianic era rather than a personal Messiah.
According to Ezekiel chapter 38, the "war of Gog and Magog", a climactic war, will take place at the end of the Jewish exile. According to Radak, this war will take place in Jerusalem. However, a chassidic tradition holds that the war will not in fact occur, as the sufferings of exile have already made up for it.
The afterlife is known as "olam ha-ba" the "world to come", עולם הבא in Hebrew, and related to concepts of "Gan Eden", the Heavenly "Garden in Eden", or paradise, and "Gehinom". The phrase "olam ha-ba" does not occur in the Hebrew Bible. The accepted halakha is that it is impossible for living human beings to know what the world to come is like.
In the late Second Temple period, beliefs about the ultimate fate of the individual were diverse. The Essenes believed in the immortality of the soul, but the Pharisees and Sadducees, apparently, did not. The Dead Sea Scrolls, Jewish Pseudepigrapha and Jewish magical papyri reflect this diversity.
While all classic rabbinic sources discuss the afterlife, the classic Medieval scholars dispute the nature of existence in the "End of Days" after the messianic period. While Maimonides describes an entirely spiritual existence for souls, which he calls "disembodied intellects," Nahmanides discusses an intensely spiritual existence on Earth, where spirituality and physicality are merged. Both agree that life after death is as Maimonides describes the "End of Days." This existence entails an extremely heightened understanding of and connection to the Divine Presence. This view is shared by all classic rabbinic scholars.
According to Maimonides, any non-Jew who lives according to the Seven Laws of Noah is regarded as a righteous gentile, and is assured of a place in the world to come, the final reward of the righteous.
There is much rabbinic material on what happens to the soul of the deceased after death, what it experiences, and where it goes. At various points in the afterlife journey, the soul may encounter: "Hibbut ha-kever", the pains and experiences of the physico-spiritual teardown within the grave; "Dumah", the angel in charge of graveyard things; Satan as the angel of death or such similar grimly figure; the "Kaf ha-Kela", the ensnarement or confinement of the stripped-down soul within various ghostly material reallocations (devised for the purpose of punishment, re-vindication and chastisement); "Gehinom" (pure purgatory); and "Gan Eden" (heavenly respite or paradise, purified state). All classic rabbinic scholars agree that these concepts are beyond typical human understanding. Therefore, these ideas are expressed throughout rabbinic literature through many varied parables and analogies.
"Gehinom" is fairly well defined in rabbinic literature. It is sometimes translated as "hell", but is much more similar to the Nicene Christianity view of Purgatory than to the Christian view of Hell. Rabbinic thought maintains that souls are not tortured in gehinom forever; the longest that one can be there is said to be eleven months, with the exception of heretics, and unobservant Jews. This is the reason that even when in mourning for near relatives, Jews will not recite mourner's kaddish for longer than an eleven-month period. "Gehinom" is considered a spiritual forge where the soul is purified for its eventual ascent to "Gan Eden" ("Garden of Eden").
In the 19th century book "Legends of the Jews", Louis Ginzberg compiled Jewish legends found in rabbinic literature. Among the legends are ones about the world to come and the two Gardens of Eden. The world to come is called Paradise, and it is said to have a double gate made of carbuncle that is guarded by 600,000 shining angels. Seven clouds of glory overshadow Paradise, and under them, in the center of Paradise, stands the tree of life. The tree of life overshadows Paradise too, and it has fifteen thousand different tastes and aromas that winds blow all across Paradise. Under the tree of life are many pairs of canopies, one of stars and the other of sun and moon, while a cloud of glory separates the two. In each pair of canopies sits a rabbinic scholar who explains the Torah to one. When one enters Paradise one is proffered by Michael (archangel) to God on the altar of the temple of the heavenly Jerusalem, whereupon one is transfigured into an angel (the ugliest person becomes as beautiful and shining as "the grains of a silver pomegranate upon which fall the rays of the sun"). The angels that guard Paradise's gate adorn one in seven clouds of glory, crown one with gems and pearls and gold, place eight myrtles in one's hand, and praise one for being righteous while leading one to a garden of eight hundred roses and myrtles that is watered by many rivers. In the garden is one's canopy, its beauty according to one's merit, but each canopy has four rivers - milk, honey, wine, and balsam - flowing out from it, and has a golden vine and thirty shining pearls hanging from it. Under each canopy is a table of gems and pearls attended to by sixty angels. The light of Paradise is the light of the righteous people therein. Each day in Paradise one wakes up a child and goes to bed an elder to enjoy the pleasures of childhood, youth, adulthood, and old age. In each corner of Paradise is a forest of 800,000 trees, the least among the trees greater than the best herbs and spices, attended to by 800,000 sweetly singing angels. Paradise is divided into seven paradises, each one 120,000 miles long and wide. Depending on one's merit, one joins one of the paradises: the first is made of glass and cedar and is for converts to Judaism; the second is of silver and cedar and is for penitents; the third is of silver and gold, gems and pearls, and is for the patriarchs, Moses and Aaron, the Israelites that left Egypt and lived in the wilderness, and the kings of Israel; the fourth is of rubies and olive wood and is for the holy and steadfast in faith; the fifth is like the third, except a river flows through it and its bed was woven by Eve and angels, and it is for the Messiah and Elijah; and the sixth and seventh divisions are not described, except that they are respectively for those who died doing a pious act and for those who died from an illness in expiation for Israel's sins.
Beyond Paradise, according to Legends of the Jews, is the higher Gan Eden, where God is enthroned and explains the Torah to its inhabitants. The higher Gan Eden contains three hundred ten worlds and is divided into seven compartments. The compartments are not described, though it is implied that each compartment is greater than the previous one and is joined based on one's merit. The first compartment is for Jewish martyrs, the second for those who drowned, the third for "Rabbi Johanan ben Zakkai and his disciples," the fourth for those whom the cloud of glory carried off, the fifth for penitents, the sixth for youths who have never sinned; and the seventh for the poor who lived decently and studied the Torah.
Irving Greenberg, representing an Open Orthodox viewpoint, describes the afterlife as a central Jewish teaching, deriving from the belief in reward and punishment. According to Greenberg, suffering Medieval Jews emphasized the World to Come as a counterpoint to the difficulties of this life, while early Jewish modernizers portrayed Judaism as interested only in this world as a counterpoint to "otherworldly" Christianity. Greenberg sees each of these views as leading to an undesired extreme - overemphasizing the afterlife leads to asceticism, while devaluing the afterlife deprives Jews of the consolation of eternal life and justice - and calls for a synthesis, in which Jews can work to perfect this world, while also recognizing the immortality of the soul.
Conservative Judaism both affirms belief in the world beyond (as referenced in the "Amidah" and Maimonides' Thirteen Precepts of Faith) while recognizing that human understanding is limited and we cannot know exactly what the world beyond consists of. Reform and Reconstructionist Judaism affirm belief in the afterlife, though they downplay the theological implications in favor of emphasizing the importance of the "here and now," as opposed to reward and punishment.
Several times, the Bible alludes to eternal life without specifying what form that life will take.
The first explicit mention of resurrection is the Vision of the Valley of Dry Bones in the Book of Ezekiel. However, this narrative was intended as a metaphor for national rebirth, promising the Jews return to Israel and reconstruction of the Temple, not as a description of personal resurrection.
The Book of Daniel promised literal resurrection to the Jews, in concrete detail. Alan Segal interprets Daniel as writing that with the coming of the Archangel Michael, misery would beset the world, and only those whose names were in a divine book would be resurrected. Moreover, Daniel's promise of resurrection was intended only for the most righteous and the most sinful because the afterlife was a place for the virtuous individuals to be rewarded and the sinful individuals to receive eternal punishment.
Greek and Persian culture influenced Jewish sects to believe in an afterlife between the 6th and 4th centuries BCE as well.
The Hebrew Bible, at least as seen through interpretation of Bavli Sanhedrin, contains frequent reference to resurrection of the dead. The Mishnah (c. 200) lists belief in the resurrection of the dead as one of three essential beliefs necessary for a Jew to participate in it:
In the late Second Temple period, the Pharisees believed in resurrection, while Essenes and Sadducees did not. During the Rabbinic period, beginning in the late first century and carrying on to the present, the works of Daniel were included into the Hebrew Bible, signaling the adoption of Jewish resurrection into the officially sacred texts.
Jewish liturgy, most notably the "Amidah", contains references to the tenet of the bodily resurrection of the dead. In contemporary Judaism, both Orthodox Judaism and Conservative Judaism maintain the traditional references to it in their liturgy. However, many Conservative Jews interpret the tenet metaphorically rather than literally. Reform and Reconstructionist Judaism have altered traditional references to the resurrection of the dead in the liturgy ("who gives life to the dead") to refer to "who gives life to all."
In Judaism, the day of judgment happens every year on Rosh Hashanah; therefore, the belief in a last day of judgment for all mankind is disputed. Some rabbis hold that there will be such a day following the resurrection of the dead. Others hold that there is no need for that because of Rosh Hashanah. Yet others hold that this accounting and judgment happens when one dies. Other rabbis hold that the last judgment only applies to the gentile nations and not the Jewish people.
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https://en.wikipedia.org/wiki?curid=16162
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John Macleod (physiologist)
John James Rickard Macleod, FRS FRSE LLD (6 September 1876 – 16 March 1935) was a Scottish biochemist and physiologist. He devoted his career to diverse topics in physiology and biochemistry, but was chiefly interested in carbohydrate metabolism. He is noted for his role in the discovery and isolation of insulin during his tenure as a lecturer at the University of Toronto, for which he and Frederick Banting received the 1923 Nobel prize in Physiology or Medicine. Awarding the prize to Macleod was controversial at the time, because according to Banting's version of events, Macleod's role in the discovery was negligible. It was not until decades after the events that an independent review acknowledged a far greater role than was attributed to him at first.
Macleod was born in Clunie, near Dunkeld in central Scotland. Soon after he was born, his father Robert Macleod, a clergyman, was transferred to Aberdeen, where John attended Aberdeen Grammar School and enrolled in the study of medicine at the University of Aberdeen. At the University of Aberdeen, one of MacLeod's principal teachers was the young professor John Alexander MacWilliam. He obtained a PhD in medicine in 1898 and then spent a year studying biochemistry at the University of Leipzig, Germany, on a travelling scholarship. After returning to Britain, he became a demonstrator at the London Hospital Medical School, where in 1902 he was appointed lecturer in biochemistry. In the same year, he was awarded a doctorate in public health from Cambridge University. Around that time he published his first research article, a paper on phosphorus content in muscles.
In 1903, Macleod emigrated to the United States and became a lecturer in physiology at the Western Reserve University (today's Case Western Reserve University) in Cleveland, Ohio, where he remained for 15 years. During World War I, he performed various war-time duties and served as a physiology lecturer for part of the 1916 winter semester at the McGill University in Montreal, Canada. After the war, he went on to teach physiology at the University of Toronto, where he became director of the physiology lab and an assistant to the dean of the medical faculty. He researched various topics in physiology and biochemistry, among which were the chemism of "Mycobacterium tuberculosis", electroshocks, creatinine metabolism and blood circulation in the brain. In 1905 he became interested in carbohydrate metabolism and diabetes, publishing a series of scientific papers and several monographs on the subject from then on. Additionally, Macleod was a popular lecturer and an influential contributor to the development of the six-year course in medicine at the University of Toronto.
At the end of 1920, Macleod was approached by Frederick Grant Banting, a young Canadian physician who had the idea of curing diabetes using an extract from a pancreas whose functioning had been disrupted. Macleod was not enthusiastic, because (unlike Banting) he knew about unsuccessful experiments in this direction by other researchers. He thought it more likely that the nervous system had a crucial role in regulating blood glucose concentration. Even though Banting had virtually no experience of physiology, he managed to convince Macleod to lend him laboratory space during a vacation in Scotland that summer. In addition to the laboratory, Macleod provided experimental animals and his student Charles Herbert Best, who worked as a demonstrator. Macleod also advised on project planning and the use of analytical techniques, and assisted with the operation on the first dog. While Macleod was away, Banting and Best achieved a breakthrough: they isolated an internal secretion of the pancreas and succeeded in reducing the blood sugar level of another dog, whose pancreas had been surgically removed.
On his return, Macleod was surprised and expressed doubt about the results. Banting took this as an attack on his integrity. They argued bitterly, but Banting finally accepted Macleod's instruction that further experiments were needed, and he even convinced Macleod to provide better working conditions and to give him and Best a salary. Further experiments were successful and the three started to present their work at meetings. Macleod was a far better orator, and Banting came to believe that he wanted to take all the credit. Their discovery was first published in the February 1922 issue of "The Journal of Laboratory and Clinical Medicine". Macleod declined co-authorship because he considered it Banting's and Best's work. Despite their success, there remained the issue of how to get enough pancreas extract to continue the experiments. Together, the three researchers developed alcohol extraction, which proved to be far more efficient than other methods. This convinced Macleod to divert the whole laboratory to insulin research and to bring in the biochemist James Collip to help with purifying the extract.
The first human clinical trial was unsuccessful. Banting was insufficiently qualified to participate and felt sidelined. By the winter of 1922, he was certain that all Macleod's colleagues were conspiring against him. Collip threatened to leave because of the strained atmosphere, but the encouragement of others who saw the potential of their research prevented escalation of the conflict. In January 1922, the team performed the first successful clinical trial, on 14-year-old Leonard Thompson, and it was soon followed by others. Although all the team members were listed as co-authors of their publications, Banting still felt overlooked, because Macleod took over the coordination of clinical trials and the acquisition of larger amounts of extract. Macleod's presentation at a meeting of the Association of American Physicians in Washington, D.C., on 3 May 1922 received a standing ovation, but Banting and Best refused to participate in protest. At that time, demonstrations of the method's efficiency drew huge public interest, because the effect on patients, especially children, who until then were bound to die, seemed almost miraculous. The pharmaceutical company Eli Lilly & Co. took over mass production, but without an exclusive license, as the patent was transferred to the British Medical Research Council to prevent exploitation.
In the summer of 1923 Macleod resumed other research. He took interest in teleost fish, which have separate regions of islet and acinar tissue in their pancreas. Working at the Marine Biological Station in St. Andrews, New Brunswick, he made extracts from each of those parts separately and proved that insulin is derived from the insular and not the acinar tissue of the pancreas. Meanwhile, Banting remained in Toronto and started to change the story to his own benefit. Relationships soon deteriorated again because of conflicting press accounts. Banting eventually started to claim that he deserved all the credit and that Macleod had only hindered him the whole time and had made no contribution other than to leave the keys to the laboratory when he went on vacation.
Macleod returned to Scotland in 1928 to become Regius Professor of Physiology at Aberdeen University (in succession to his former teacher, John Alexander MacWilliam who retired in 1927) and later Dean of the University of Aberdeen Medical Faculty. Between 1929 and 1933 he was also a member of the Medical Research Council. He wrote a report on the discovery in 1922 to explain his side of the story, but otherwise refrained from active involvement in controversy about credit. Banting hated him passionately, and the two never spoke again.
Macleod did not continue to work on insulin, but he remained active as a researcher, lecturer and author. His last major contribution was a proof that the central nervous system does have an important role in maintaining carbohydrate metabolism balance, as was his original hypothesis. His theory about conversion of fats into carbohydrates remained unproven, despite his provision of several indirect proofs. He devoted his spare time to golf, motorcycling and painting. He was married to Mary W. McWalter, but they never had children. He died in 1935 in Aberdeen after several years of suffering from arthritis, despite which he remained active almost until his death. In 1933 he made a lecture tour of the US, and in 1934 he published the 7th edition of his book "Physiology and Biochemistry in Modern Medicine".
After Banting's death in a plane crash in 1941, Best, with the help of his friends, continued to spread Banting's account of the discovery and tried to "write out" Macleod and Collip from the history books. Only in 1950 was the first independent revision of all sides of the story made, and it gave credit to all four members of the team. However, Macleod's public image remained tainted for decades after that. The 1973 British television drama "Comets Among the Stars", for example, portrayed him as dark and repulsive. The second dramatization of the discovery, "Glory Enough for All" (1988), at last portrayed him more objectively. By then it was commonly accepted that Banting's and Best's story was distorted, since more documentation had been made publicly available, and it made a precise reconstruction of the events possible. Until Best died, this documentation had been kept secret for over 50 years by the University of Toronto, whose administration wanted to avoid fueling the controversy.
Macleod was a prolific writer. His first academic article was a paper on phosphorus content in muscles published in 1899. During his career he authored or co-authored over 200 papers and eleven books. Among them are:
John Macleod was a distinguished physiologist even before the discovery of insulin. He was elected a member of the Royal Society of Canada in 1919 and president of American Physiological Society in 1921. In 1923, Banting was awarded the Cameron Prize for Therapeutics of the University of Edinburgh. Among the recognitions he received after 1923 were memberships of the Royal Society and the Royal Society of Edinburgh, corresponding membership of the German Academy of Sciences Leopoldina and honorary membership of the Regia Accademia Medica. His reputation in Canada remained under the influence of Banting's story for decades, so Macleod was not esteemed there.
His contribution to science is now recognized by the broad public, even in Canada. The auditorium of the Toronto University Medical Research Center was named in his honor, as was Diabetes UK's award for patients who survive for 70 years with diabetes. In 2012, he was inducted into the Canadian Medical Hall of Fame.
The Nobel Committee reacted almost immediately to the first successful clinical trials. In the autumn of 1923, Banting and Macleod received the Nobel Prize in Physiology or Medicine, even though the long-term importance of the discovery was not yet apparent. They were nominated by the Danish physiologist and Nobel laureate August Krogh, who had a diabetic wife and had visited Macleod's laboratory and taken the method back to Denmark. The committee judged that Macleod's work in interpreting the data, managing the clinical trials and providing a high level of public presentation were crucial for success, so they awarded the Nobel prize to both. Banting was furious, as he was convinced that Best should have received the other half, and he even thought of rejecting the prize. He was finally persuaded to accept it but gave half of his prize money to Best. Macleod in turn gave half of his to Collip. In 1972 the Nobel Foundation officially conceded that omitting Best was a mistake.
A second controversial aspect of the award was the fact that eight months before Banting's and Best's paper, the Romanian physiologist Nicolae Paulescu had reported the discovery of a pancreas extract that he dubbed "pancrein", which lowered blood glucose concentration. Banting and Best even cited him in their paper, but misinterpreted his findings, purportedly because of an error in translation from French. Best publicly apologized for that mistake many years later.
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https://en.wikipedia.org/wiki?curid=16164
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Jackson, Mississippi
Jackson, officially the City of Jackson, is the capital and most populous city of the U.S. state of Mississippi. It is one of two county seats of Hinds County, along with Raymond, Mississippi. The city of Jackson also includes around 3,000 acres comprising Jackson-Medgar Evers International Airport in Rankin County and a small portion of Madison County. The city's population was estimated to be 160,628 in 2019, a decline from 173,514 in 2010. The city sits on the Pearl River and is located in the greater Jackson Prairie region of Mississippi.
Founded in 1821 as the site for a new state capital, the city is named after General Andrew Jackson, who was honored for his role in the Battle of New Orleans during the War of 1812 and would later serve as U.S. president. Following the nearby Battle of Vicksburg in 1863 during the American Civil War, Union forces under the command of General William Tecumseh Sherman began the Siege of Jackson and the city was subsequently burned.
During the 1920s, Jackson surpassed Meridian to become the most populous city in the state following a speculative natural gas boom in the region. The current slogan for the city is "The City with Soul". It has had numerous musicians prominent in blues, gospel, folk, and jazz.
Jackson is the anchor for the Jackson, Mississippi Metropolitan Statistical Area. It is the state's 2nd largest metropolitan area, because four counties in northern Mississippi are part of the Memphis metropolitan area. With a 2019 population estimated at 595,000, metropolitan Jackson is home to about one-fifth of Mississippi's population.
The region that is now the city of Jackson was historically part of the large territory occupied by the Choctaw Nation. The Choctaw name for the locale was "Chisha Foka". The area now called Jackson was obtained by the United States under the terms of the Treaty of Doak's Stand in 1820, by which The United States acquired the land owned by the Choctaw Native Americans. After the treaty was ratified, American settlers moved into the area, encroaching on remaining Choctaw communal lands. One of the original Choctaw members, in 1849, described what he and his people experienced during this turbulent time when the Europeans had come to take their land. "We have had our habitations torn down and burned" as well as their "fences burned" while they themselves constantly faced personal abuse and have been "scoured, manacled and fettered".
Under pressure from the U.S. government, the Choctaw Native Americans agreed to removal after 1830 from all of their lands east of the Mississippi River under the terms of several treaties. Although most of the Choctaw moved to Indian Territory in present-day Oklahoma, along with the other of the Five Civilized Tribes, a significant number chose to stay in their homeland, citing Article XIV of the Treaty of Dancing Rabbit Creek. They gave up their tribal membership and became state and United States citizens at the time. Today, most Choctaw in Mississippi have reorganized and are part of the federally recognized Mississippi Band of Choctaw Indians. They live in several majority-Indian communities located throughout the state. The largest community is located in Choctaw northeast of Jackson.
Located on the historic Natchez Trace trade route, created by Native Americans and used by European-American settlers, and on the Pearl River, the city's first European-American settler was Louis LeFleur, a French-Canadian trader. The village became known as LeFleur's Bluff. During the late 18th century and early 19th century, this site had a trading post. It was connected to markets in Tennessee. Soldiers returning to Tennessee from the military campaigns near New Orleans in 1815 built a public road that connected Lake Pontchartrain in Louisiana to this district. A United States treaty with the Choctaw, the Treaty of Doak's Stand in 1820, formally opened the area for non-Native American settlers.
LeFleur's Bluff was developed when it was chosen as the site for the new state's capital city. The Mississippi General Assembly decided in 1821 that the state needed a centrally located capital (the legislature was then located in Natchez). They commissioned Thomas Hinds, James Patton, and William Lattimore to look for a suitable site. The absolute center of the state was a swamp, so the group had to widen their search.
After surveying areas north and east of Jackson, they proceeded southwest along the Pearl River until they reached LeFleur's Bluff in today's Hinds County. Their report to the General Assembly stated that this location had beautiful and healthful surroundings, good water, abundant timber, navigable waters, and proximity to the Natchez Trace. The Assembly passed an act on November 28, 1821, authorizing the site as the permanent seat of the government of the state of Mississippi. On the same day, it passed a resolution to instruct the Washington delegation to press Congress for a donation of public lands on the river for the purpose of improved navigation to the Gulf of Mexico. One Whig politician lamented the new capital as a "serious violation of principle" because it was not at the absolute center of the state.
The capital was named for General Andrew Jackson, to honor his (January 1815) victory at the Battle of New Orleans during the War of 1812. He was later elected as the seventh president of the United States.
The city of Jackson was originally planned, in April 1822, by Peter Aaron Van Dorn in a "checkerboard" pattern advocated by Thomas Jefferson. City blocks alternated with parks and other open spaces. Over time, many of the park squares have been developed rather than maintained as green space. The state legislature first met in Jackson on December 23, 1822. In 1839, the Mississippi Legislature passed the first state law in the U.S. to permit married women to own and administer their own property.
Jackson was connected by public road to Vicksburg and Clinton in 1826. Jackson was first connected by railroad to other cities in 1840. An 1844 map shows Jackson linked by an east-west rail line running between Vicksburg, Raymond, and Brandon. Unlike Vicksburg, Greenville, and Natchez, Jackson is not located on the Mississippi River, and it did not develop during the antebellum era as those cities did from major river commerce. Construction of railroad lines to the city sparked its growth in the decades following the American Civil War.
Despite its small population, during the Civil War, Jackson became a strategic center of manufacturing for the Confederacy. In 1863, during the military campaign which ended in the capture of Vicksburg, Union forces captured Jackson during two battles—once before the fall of Vicksburg and once after the fall of Vicksburg.
On May 13, 1863, Union forces won the first Battle of Jackson, forcing Confederate forces to flee northward towards Canton. On May 15, Union troops under the command of William Tecumseh Sherman burned and looted key facilities in Jackson, a strategic manufacturing and railroad center for the Confederacy. After driving the Confederate forces out of Jackson, Union forces turned west and engaged the Vicksburg defenders at the Battle of Champion Hill in nearby Edwards. The Union forces began their siege of Vicksburg soon after their victory at Champion Hill. Confederate forces began to reassemble in Jackson in preparation for an attempt to break through the Union lines surrounding Vicksburg and end the siege. The Confederate forces in Jackson built defensive fortifications encircling the city while preparing to march west to Vicksburg.
Confederate forces marched out of Jackson in early July 1863 to break the siege of Vicksburg. But, unknown to them, Vicksburg had already surrendered on July 4, 1863. General Ulysses S. Grant dispatched General Sherman to meet the Confederate forces heading west from Jackson. Upon learning that Vicksburg had already surrendered, the Confederates retreated into Jackson. Union forces began the Siege of Jackson, which lasted for approximately one week. Union forces encircled the city and began an artillery bombardment. One of the Union artillery emplacements has been preserved on the grounds of the University of Mississippi Medical Center in Jackson. Another Federal position is preserved on the campus of Millsaps College. John C. Breckinridge, former United States Vice President, served as one of the Confederate generals defending Jackson. On July 16, 1863, Confederate forces slipped out of Jackson during the night and retreated across the Pearl River.
Union forces completely burned the city after its capture this second time. The city was called "Chimneyville" because only the chimneys of houses were left standing. The northern line of Confederate defenses in Jackson during the siege was located along a road near downtown Jackson, now known as Fortification Street.
Because of the siege and following destruction, few antebellum structures have survived in Jackson. The Governor's Mansion, built in 1842, served as Sherman's headquarters and has been preserved. Another is the Old Capitol building, which served as the home of the Mississippi state legislature from 1839 to 1903. The Mississippi legislature passed the ordinance of secession from the Union on January 9, 1861 there, becoming the second state to secede from the United States. The Jackson City Hall, built in 1846 for less than $8,000, also survived. It is said that Sherman, a Mason, spared it because it housed a Masonic Lodge, though a more likely reason is that it housed an army hospital.
During Reconstruction, Mississippi had considerable insurgent action, as whites struggled to maintain supremacy. In 1875, the Red Shirts were formed, one of a second wave of insurgent paramilitary organizations that essentially operated as "the military arm of the Democratic Party" to take back political power from the Republicans and to drive blacks from the polls. Democrats regained control of the state legislature in 1876. The constitutional convention of 1890, which produced Mississippi's Constitution of 1890, was also held at the capitol.
This was the first of new constitutions or amendments ratified in each Southern state through 1908 that effectively disenfranchised most African Americans and many poor whites, through provisions making voter registration more difficult: such as poll taxes, residency requirements, and literacy tests. These provisions survived a Supreme Court challenge in 1898. As 20th-century Supreme Court decisions later ruled such provisions were unconstitutional, Mississippi and other Southern states rapidly devised new methods to continue disfranchisement of most blacks, who comprised a majority in the state until the 1930s. Their exclusion from politics was maintained into the late 1960s.
The economic recovery from the Civil War was slow through the start of the 20th century, but there were some developments in transportation. In 1871, the city introduced mule-drawn streetcars which ran on State Street, which were replaced by electric ones in 1899.
The so-called New Capitol replaced the older structure upon its completion in 1903. Today the Old Capitol is operated as a historical museum.
Author Eudora Welty was born in Jackson in 1909, lived most of her life in the Belhaven section of the city, and died there in 2001. Her memoir of development as a writer, "One Writer's Beginnings" (1984), presented a picture of the city in the early 20th century. She won the Pulitzer Prize in 1973 for her novel, "The Optimist's Daughter," and is best known for her novels and short stories. The main Jackson Public Library was named in her honor, and her home has been designated as a National Historic Landmark.
Richard Wright, a highly acclaimed African-American author, lived in Jackson as an adolescent and young man in the 1910s and 1920s. He related his experience in his memoir "Black Boy" (1945). He described the harsh and largely terror-filled life most African Americans experienced in the South and in Northern ghettos such as Chicago under segregation in the early 20th century.
Jackson had significant growth in the early 20th century, which produced dramatic changes in the city's skyline. Jackson's new Union Station downtown reflected the city's service by multiple rail lines, including the Illinois Central. The railroads were among the new work opportunities for African Americans, who moved into the city from rural areas for such industrial-type jobs.
Across the street, the new, luxurious King Edward Hotel opened its doors in 1923, having been built according to a design by New Orleans architect William T. Nolan. It became a center for prestigious events held by Jackson society and Mississippi politicians. Nearby, the 18-story Standard Life Building, designed in 1929 by Claude Lindsley, was the largest reinforced concrete structure in the world upon its completion.
Jackson's economic growth was further stimulated in the 1930s by the discovery of natural gas fields nearby. Speculators had begun searching for oil and natural gas in Jackson beginning in 1920. The initial drilling attempts came up empty. This failure did not stop Ella Render from obtaining a lease from the state's insane asylum to begin a well on its grounds in 1924, where he found natural gas. (Render eventually lost the rights when courts determined that the asylum did not have the right to lease the state's property.) Businessmen jumped on the opportunity and dug wells in the Jackson area. The continued success of these ventures attracted further investment. By 1930, there were 14 derricks in the Jackson skyline.
Mississippi Governor Theodore Bilbo stated:
This enthusiasm was subdued when the first wells failed to produce oil of a sufficiently high gravity for commercial success. The barrels of oil had considerable amounts of salt water, which lessened the quality. The governor's prediction was wrong in hindsight, but the oil and natural gas industry did provide an economic boost for the city and state. The effects of the Great Depression were mitigated by the industry's success. At its height in 1934, there were 113 producing wells in the state. The overwhelming majority were closed by 1955.
Due to provisions in the federal Rivers and Harbors Act, on October 25, 1930, city leaders met with U.S. Army engineers to ask for federal help to alleviate Jackson flooding. J.J. Halbert, city engineer, proposed a straightening and dredging of the Pearl River below Jackson.
During Mississippi's extended Prohibition period, from the 1920s until the 1960s, illegal drinking and gambling casinos flourished on the east side of the Pearl River, in Flowood along the original U.S. Route 80 just across from the city of Jackson. Those illegal casinos, bootleg liquor stores, and nightclubs made up the Gold Coast, a strip of mostly black-market businesses that operated for decades along Flowood Road. Although outside the law, the Gold Coast was a thriving center of nightlife and music, with many local blues musicians appearing regularly in the clubs.
The Gold Coast declined and businesses disappeared after Mississippi's prohibition laws were repealed in 1966, allowing Hinds County, including Jackson, to go "wet". In addition, integration drew off business from establishments that earlier had catered to African Americans, such as the Summers Hotel. When it opened in 1943 on Pearl Street, it was one of two hotels in the city that served black clients. For years its Subway Lounge was a prime performance spot for black musicians playing jazz and blues.
In another major change, in 1990 the state approved gaming on riverboats. Numerous casinos have been developed on riverboats, mostly in Mississippi Delta towns such as Tunica Resorts, Greenville, and Vicksburg, as well as Biloxi on the Gulf Coast. Before the damage and losses due to Hurricane Katrina in 2005, the state ranked second nationally in gambling revenues.
During World War II, Hawkins Field (at that time, also known as the Jackson Army Airbase) the American 21st, 309th, and 310th Bomber Groups that were stationed at the base were re-deployed for combat. Following the German invasion of the Netherlands and the Japanese invasion of the Dutch East Indies, between 688 and 800 members of the Dutch Airforce escaped to the UK or Australia for training and, out of necessity, were eventually given permission by the United States to make use of Hawkins Field.
From May 1942 until the end of the war, all Dutch military aircrews trained at the base and went on to serve in either the British or Australian Air Forces.
In 1949, the poet Margaret Walker began teaching at Jackson State University, a historically black college. She taught there until 1979, and founded the university's Center for African-American Studies. Her poetry collection won a Yale Younger Poets Prize. Her second novel, "Jubilee" (1966), is considered a major work of African-American literature. She has influenced many younger writers.
The civil rights movement had been active for decades, particularly mounting legal challenges to Mississippi's constitution and laws that disfranchised blacks. Beginning in 1960, Jackson as the state capital became the site for dramatic non-violent protests in a new phase of activism that brought in a wide variety of participants in the performance of mass demonstrations.
In 1960, the Census Bureau reported Jackson's population as 64.3% white and 35.7% black. At the time, public facilities were segregated and Jim Crow was in effect. Efforts to desegregate Jackson facilities began when nine Tougaloo College students tried to read books in the "white only" public library and were arrested. Founded as a historically black college (HBCU) by the American Missionary Association after the Civil War, Tougaloo College helped organize both black and white students of the region to work together for civil rights. It created partnerships with the neighboring mostly white Millsaps College to work with student activists. It has been recognized as a site on the "Civil Rights Trail" by the National Park Service.
The mass demonstrations of the 1960s were initiated with the arrival of more than 300 Freedom Riders on May 24, 1961. They were arrested in Jackson for disturbing the peace after they disembarked from their interstate buses. The interracial teams rode the buses from Washington, D.C. and sat together to demonstrate against segregation on public transportation, as the Constitution provides for unrestricted public transportation. Although the Freedom Riders had intended New Orleans as their final destination, Jackson was the farthest that any managed to travel. New participants kept joining the movement, as they intended to fill the jails in Jackson with their protest. The riders had encountered extreme violence along the way, including a bus burning and physical assaults. They attracted national media attention to the struggle for constitutional rights.
After the Freedom Rides, students and activists of the Freedom Movement launched a series of merchant boycotts, sit-ins and protest marches, from 1961 to 1963. Businesses discriminated against black customers. For instance, at the time, department stores did not hire black salesclerks or allow black customers to use their fitting rooms to try on clothes, or lunch counters for meals while in the store, but they wanted them to shop in their stores.
In Jackson, shortly after midnight on June 12, 1963, Medgar Evers, civil rights activist and leader of the Mississippi chapter of the NAACP, was assassinated by Byron De La Beckwith, a white supremacist associated with the White Citizens' Council. Thousands marched in Evers' funeral procession to protest the killing. Two trials at the time both resulted in hung juries. A portion of U.S. Highway 49, all of Delta Drive, a library, the central post office for the city, and Jackson–Evers International Airport were named in honor of Medgar Evers. In 1994, prosecutors Ed Peters and Bobby DeLaughter finally obtained a murder conviction in a state trial of De La Beckwith based on new evidence.
During 1963 and 1964, civil rights organizers gathered local residents for voter education and voter registration. Blacks had been essentially disfranchised since 1890. In a pilot project in 1963, activists rapidly registered 80,000 voters across the state, demonstrating the desire of African Americans to vote. In 1964 they created the Mississippi Freedom Democratic Party as an alternative to the all-white state Democratic Party, and sent an alternate slate of candidates to the national Democratic Party convention in Atlantic City, New Jersey, that year.
Segregation and the disfranchisement of African Americans gradually ended after the Civil Rights Movement gained Congressional passage of the Civil Rights Act of 1964 and Voting Rights Act of 1965. In June 1966, Jackson was the terminus of the James Meredith March, organized by James Meredith, the first African American to enroll at the University of Mississippi. The march, which began in Memphis, Tennessee, was an attempt to garner support for full implementation of civil rights in practice, following the legislation. It was accompanied by a new drive to register African Americans to vote in Mississippi. In this latter goal, it succeeded in registering between 2,500 and 3,000 black Mississippians to vote. The march ended on June 26 after Meredith, who had been wounded by a sniper's bullet earlier on the march, addressed a large rally of some 15,000 people in Jackson.
In September 1967 a Ku Klux Klan chapter bombed the synagogue of the Beth Israel Congregation in Jackson, and in November bombed the house of its rabbi, Dr. Perry Nussbaum. He and his congregation had supported civil rights.
Gradually the old barriers came down. Since that period, both whites and African Americans in the state have had a consistently high rate of voter registration and turnout. Following the decades of the Great Migration, when more than one million blacks left the rural South, since the 1930s the state has been majority white in total population. African Americans are a majority in the city of Jackson, although the metropolitan area is majority white. African Americans are also a majority in several cities and counties of the Mississippi Delta, which are included in the 2nd congressional district. The other three congressional districts are majority white.
The first successful cadaveric lung transplant was performed at the University of Mississippi Medical Center in Jackson in June 1963 by Dr. James Hardy. Hardy transplanted the cadaveric lung into a patient suffering from lung cancer. The patient survived for eighteen days before dying of kidney failure.
In 1966 it was estimated that recurring flood damage at Jackson from the Pearl River averaged nearly a million dollars per year. The U.S. Army Corps of Engineers spent $6.8 million on levees and a new channel in 1966 prior to the project completion with the aim to prevent a flood equal to the December 1961 event plus an additional foot.
Since 1968, Jackson has been the home of Malaco Records, one of the leading record companies for gospel, blues, and soul music in the United States. In January 1973, Paul Simon recorded the songs "Learn How to Fall" and "Take Me to the Mardi Gras", found on the album "There Goes Rhymin' Simon", in Jackson at the Malaco Recording Studios. Many well-known Southern artists recorded on the album, including the Muscle Shoals Rhythm Section (David Hood, Jimmy Johnson, Roger Hawkins, Barry Beckett), Carson Whitsett, the Onward Brass Band from New Orleans, and others. The label has recorded many leading soul and blues artists, including Bobby Bland, ZZ Hill, Latimore, Shirley Brown, Denise LaSalle, and Tyrone Davis.
On May 15, 1970, Jackson police killed two students and wounded twelve at Jackson State College after a protest of the Vietnam War included students' overturning and burning some cars. These killings occurred eleven days after the National Guard killed four students in an anti-war protest at Kent State University in Ohio, and were part of national social unrest. "Newsweek" cited the Jackson State killings in its issue of May 18 when it suggested that U.S. President Richard Nixon faced a new home front.
The influx of illegal drugs nationally affected Jackson as smugglers used the highways, seaports, and airports of the Gulf region. The 1980s in Jackson were dominated by Mayor Dale Danks Jr. until he was unseated by lawyer and legislator J. Kane Ditto, who criticized the deficit funding and the politicized police department of the city. Federal investigations of drug trafficking at Jackson's Hawkins Field airport were a part of the "Kerry Report," the 1986 U.S. Senate investigation of public corruption and foreign relations.
As Jackson has become the medical and legal center of the state, it has attracted Jewish professionals in both fields. Since the late 20th century, it has developed the largest Jewish community in the state.
In 1997, Harvey Johnson, Jr. was elected as Jackson's first African-American mayor. During his term, he proposed the development of a convention center to attract more business to the city. In 2004, during his second term, 66 percent of the voters passed a referendum for a tax to build the Convention Center.
Mayor Johnson was replaced by Frank Melton on July 4, 2005. Melton generated controversy through his unconventional behavior, which included acting as a law enforcement officer. A dramatic spike in crime ensued during his term, despite Melton's efforts to reduce crime. The lack of jobs contributed to crime. In 2006 a young African-American businessman, Starsky Darnell Redd, was convicted of money laundering in federal court along with his mother, other associates, and Billy Tucker, the former airport security chief. Redd had been convicted in 2002 for drug trafficking $8,000,000 worth of narcotics into Jackson.
In 2007 Hinds County sheriff Malcolm McMillin was appointed as the new police chief in Jackson, setting a historic precedent. McMillin was both the county sheriff and city police chief until 2009, when he stepped down due to the disagreements with the mayor. Mayor Frank Melton died in May 2009, and City Councilman Leslie McLemore served as acting mayor of Jackson until July 2009, when former Mayor Harvey Johnson was elected and assumed the position.
On June 26, 2011, 49-year-old James Craig Anderson was killed in Jackson after being beaten, robbed, and run over by a group of white teenagers. The district attorney described it as a "hate crime", and the FBI investigated it as a civil rights violation.
On March 18, 2013, a severe hailstorm hit the Jackson metro area. The hail caused major damage to roofs, vehicles, and building siding. Hail ranged in size from golfball to softball. There were more than 40,000 hailstorm claims of homeowner and automobile damage.
In 2013, Jackson was named as one of the top 10 friendliest cities in the United States by "CN Traveler". The capital city was tied with Natchez as Number 7. The city was noticed for friendly people, great food, and green and pretty public places.
On July 1, 2013, Chokwe Lumumba was sworn into office as mayor of the city. After eight months in office, Lumumba died on February 25, 2014. Lumumba was a popular yet controversial figure due to his prior membership in the Republic of New Afrika, as well as being a co-founder of the National Coalition of Blacks for Reparations in America.
Lumumba's son, Chokwe Antar Lumumba, ran for the mayoral seat following his father's death, but lost to Councillor Tony Yarber on April 22, 2014. In 2017, however, Chokwe Antar Lumumba ran for mayor again, and won. Following his victory, on June 26 he was interviewed by Amy Goodman on "Democracy Now!", at which time he declared a commitment to make Jackson the "Most Radical City on the Planet".
Jackson is located primarily in northeastern Hinds County, with small portions in Madison and Rankin counties. The Pearl River forms most of the eastern border of the city. A small portion of the city containing Tougaloo College lies in Madison County, bounded on the west by Interstate 220 and on the east by U.S. Route 51 and Interstate 55. An unconnected section of the city surrounds Jackson–Evers International Airport in Rankin County. In the 2010 census, only 622 of the city's residents lived in Madison County, and only 1 lived within the city limits in Rankin County. The city is bordered to the north by Ridgeland in Madison County, to the northeast by Ross Barnett Reservoir on the Pearl River, to the east by Flowood and Richland in Rankin County, to the south by Byram in Hinds County, and to the west by Clinton in Hinds County.
According to the United States Census Bureau, the city has a total area of , of which are land and , or 1.94% of the total, are water.
Jackson sits atop the extinct Jackson Volcano, located underground. It is the only capital city in the United States to have this feature. The buried peak of the volcano is located directly below the Mississippi Coliseum. The municipality is drained on the west by tributaries of the Big Black River and on the east by the Pearl River, which is higher than the Big Black near Canton. The artesian ground water flow is not as extensive in Jackson for this reason. The first large-scale well was drilled in the city in 1896, and the city water supply has relied on surface water resources.
Jackson is located in the humid subtropical climate zone (Köppen "Cfa"). Rain occurs throughout the year, though the winter and spring are the wettest seasons, and the late summer and early autumn is usually the driest time of the year. Snow is rare, and accumulation very seldom lasts more than a day. The mean annual precipitation is about , see climate table. Much of Jackson's rainfall occurs during thunderstorms. Thunder is heard on roughly 70 days each year. Jackson lies in a region prone to severe thunderstorms which can produce large hail, damaging winds, and tornadoes. Among the most notable tornado events was the F5 Candlestick Park tornado on March 3, 1966, which destroyed the shopping center of the same name and surrounding businesses and residential areas, killing 19 in South Jackson.
The record low temperature is , set on January 27, 1940, and the record high is , last recorded August 30, 2000.
Jackson remained a small town for much of the 19th century. Before the Civil War, Jackson's population remained small, particularly in contrast to the river towns along the commerce-laden Mississippi River. Despite the city's status as the state capital, the 1850 census counted only 1,881 residents, and by 1900 the population of Jackson was still less than 8,000. Although it expanded rapidly, during this period Meridian became Mississippi's largest city, based on trade, manufacturing, and access to transportation via railroad and highway.
In the early 20th century, as can be seen by the table, Jackson had its largest rates of growth, but ranked second to Meridian in Mississippi. By 1944, Jackson's population had risen to some 70,000 inhabitants, and it became the largest city in the state. It has maintained its position, achieving a peak population in the 1980 census of more than 200,000 residents in the city. Since then, Jackson has steadily seen a decline in its population, while its suburbs have had a boom. This change has occurred in part due to white flight, but it also demonstrates the national suburbanization trend, in which wealthier residents moved out to newer housing. This decline slowed in the first decade of the 21st century.
As of the census of 2010, there were 173,514 people, and 62,400 households. The population density was . There were 74,537 housing units. The racial makeup of the city was 79.4% Black or African American, 18.4% White or European American, 0.1% Native American, 0.4% Asian, and 0.9% from two or more races. 1.6% of the population were Hispanic or Latino of any race. Non-Hispanic Whites were 18% of the population in 2010, down from 60% in 1970.
There were 267,841 households out of which 39.4% had children under the age of 18 living with them, 35.4% were married couples living together, 25.3% had a female householder with no husband present, 5.8% had a male householder with no wife present, and 34.4% were non-families. 28.9% of all households were made up of individuals and 9.0% had someone living alone who was 65 years of age or older. The average household size was 2.61 and the average family size was 3.24. Same-sex couple households comprised 0.8% of all households.
The age of the population was spread out with 28.5% under the age of 18, 12.4% from 18 to 24, 29.1% from 25 to 44, 19.1% from 45 to 64, and 10.9% who were 65 years of age or older. The median age was 31 years. For every 100 females, there were 86.9 males. For every 100 females age 18 and over, there were 81.5 males.
The median income for a household in the city was $30,414, and the median income for a family was $36,003. Males had a median income of $29,166 versus $23,328 for females. The per capita income for the city was $17,116. About 19.6% of families and 23.5% of the population were below the poverty line, including 33.7% of those under age 18 and 15.7% of those age 65 or over.
Jackson is served by Jackson–Evers International Airport, located at Allen C. Thompson Field, east of Jackson and north of Pearl in Rankin County. Its IATA code is JAN. The airport has non-stop service to eight cities (Atlanta, Chicago, Washington D.C., Dallas, Houston, Orlando, Denver, and Charlotte) throughout the United States and is served by five scheduled carriers (American, Delta, United, Frontier, and ViaAir). Jackson became one of the only cities to ever lose Southwest Airlines service when the carrier ceased service in the summer of 2014.
On December 22, 2004, the Jackson City Council voted 6–0 to rename Jackson International Airport in honor of slain civil rights leader and field secretary for the Mississippi chapter of the NAACP, Medgar Evers. This decision took effect on January 22, 2005.
Formerly Jackson was served by Hawkins Field Airport, located in northwest Jackson, with IATA code HKS, which is now used for private air traffic only.
Underway is the Airport Parkway project. The environmental impact study is complete and final plans are drawn and awaiting Mississippi Department of Transportation approval. Right-of-way acquisition is underway at an estimated cost of $19 million. The Airport Parkway will connect High Street in downtown Jackson to Mississippi Highway 475 in Flowood at Jackson-Evers International Airport. The Airport Parkway Commission consists of the Mayor of Pearl, the Mayor of Flowood, and the Mayor of Jackson, as the Airport Parkway will run through and have access from each of these three cities.
Interstate 20Runs east-west from near El Paso, Texas to Florence, South Carolina. Jackson is roughly halfway between Dallas and Atlanta. The highway is six lanes from Interstate 220 to MS 468 in Pearl.
U.S. Highway 49Runs north-south from the Arkansas state line at Lula via Clarksdale and Yazoo City, towards Hattiesburg and Gulfport. It bypasses the city via I-20 and I-220
Mississippi Highway 18Runs southwest towards Raymond and Port Gibson; southeast towards Bay Springs and Quitman.
In addition, Jackson is served by the Natchez Trace Parkway, which runs from Natchez to Nashville, Tennessee.
JATRAN (Jackson Transit System) operates hourly or half-hourly during daytime hours on weekdays, and mostly hourly on Saturdays. No evening or Sunday service provided.
Amtrak, the national passenger rail system, provides service to Jackson. The Amtrak station is located at 300 West Capitol Street. The southbound "City of New Orleans" provides service from Jackson to New Orleans and some points between; it leaves at 11:20 a.m. and arrives in New Orleans about 3:30 p.m. The northbound "City of New Orleans" provides service from Jackson to Memphis, Carbondale, Champaign-Urbana, Chicago, and some points between. It leaves at 5:40 p.m., arrives in Memphis at 10 p.m., and in Chicago at 9 a.m. the new day. Efforts to establish service with another long-distance train, the proposed "Crescent Star", an extension of the "Crescent" westward from Meridian, Mississippi, to Dallas, failed in 2003, because Congress refused any growth in Amtrak routes. This would have represented the first instance of passenger trains from Meridian, Mississippi to Jackson, to Shreveport, Louisiana since the 1967 cancellation of the Illinois Central Railroad's "Southwestern Limited."
During the two waves of Great Migration in the 20th century, thousands of African Americans used trains to move to Northern and Midwestern cities, with many traveling to Chicago from rural Mississippi. They settled in neighborhoods with people they had known at home.
The growth of competition from highways and airline traffic meant widespread restructuring in the railroad industry since the mid-20th century. Passenger service was decreased, as people increasingly chose to use cars and planes. For freight traffic, Jackson is served by the Canadian National Railway (CN) and Kansas City Southern Railway (KCS). CN has a medium-sized yard downtown which Mill Street parallels, and KCS has a large classification yard in Richland.
In 2015, 11 percent of city of Jackson households lacked a car, which decreased to 7.6 percent in 2016. The national average was 8.7 percent in 2016. Jackson averaged 1.68 cars per household in 2016, compared to a national average of 1.8.
Jackson is home to several major industries. These include electrical equipment and machinery, processed food, and primary and fabricated metal products. The surrounding area supports agricultural development of livestock, soybeans, cotton, and poultry.
The following companies are headquartered in Jackson:
The city is home to Cooperation Jackson, which is an economic development vehicle for worker-owned cooperative business. The organization has led to the creation of several businesses including lawn care provider The Green Team, organic farm Freedom Farms, print shop The Center for Community Production, and The Balagoon Center, which is a cooperative business incubator.
In 1993 Jackson had the nation's 12th highest homicide rate among cities with more than 100,000 residents, according to the FBI. The 87 slayings in the city in 1993 gave Jackson a homicide rate of 41.9 per 100,000 residents, the FBI reported, and set a new record for the most violent deaths in one year. 1994 had higher homicides, with 91, and the record would be broken again in 1995 with a total of 92.
In 1985, Jackson voters opted to replace the three-person mayor-commissioner system with a city council and mayor. This electoral system enables wider representation of residents on the city council. City council members are elected from each of the city's seven wards, considered single-member districts. The mayor is elected at-large citywide.
Jackson's mayor is Chokwe Antar Lumumba (D).
(D) on July 3, 2017.
Jackson's City Council members are:
Jackson is one of two county seats of Hinds County, with the city of Raymond being the other.
The Mississippi Department of Corrections (MDOC) operates the Jackson Probation & Parole Office in Jackson. The MDOC Central Mississippi Correctional Facility, in unincorporated Rankin County, is located in proximity to Jackson.
The larger portion of Jackson is part of Mississippi's 2nd congressional district. U.S. Representative Bennie Gordon Thompson, a Democrat, has served since 1993. Until 2011 he was Chairman of the Committee on Homeland Security and has been the ranking member since 2011 then.[1]
The United States Postal Service operates the Jackson Main Post Office and several smaller post offices.
On March 27, 2015, Jackson Mayor Tony Yarber issued a state of emergency for transportation (potholes) and water infrastructure (breaks in water mains). The quality of Jackson's water infrastructure system decreased after the severe winter weather of 2014–2015. Jackson's office estimated the cost to fix the roads and water pipes at $750 million to $1 billion.
After issuing the state of emergency, the City of Jackson filed a letter of intent to Department of Health to borrow $2.5 million to repair broken water pipes. The Jackson City Council must approve the mayor's proposal. Additionally, Mayor Yarber asked for help from both FEMA and the state Governor's office.
Calling for a state of emergency increases the likelihood that the U.S. Department of Transportation would give the city money from a "quick release" funding account.
Jackson is home to the most collegiate institutions in Mississippi.
Jackson State University is the largest collegiate institution in Jackson, fourth largest in Mississippi, and the only doctoral-granting research institution based in the region.
Jackson Public School District (JPS) operates 60 public schools. It is one of the largest school districts in the state with about 30,000 students in thirty-eight elementary schools, thirteen middle schools, seven high schools, and two special schools. Jackson Public Schools is the only urban school district in the state.
The district's high schools include:
Private secondary schools include:
Some schools are in nearby municipalities:
Private primary schools include:
Jackson received its first Mississippi Blues Trail designation in honor of the former "Subway Lounge" on Pearl Street. A ceremony was held to place a historic marker at the former site of the Summers Hotel, where the Subway Lounge was located in the basement level. When the Summers Hotel opened in 1943, long before desegregation, it was one of two hotels in the city available as lodging to blacks. In the 1960s, the hotel added a lounge that featured jazz. In the 1980s, when the lounge was revived, it catered to late night blues performers.
Currently, Jackson is experiencing $1.6 billion in downtown development. The public-private projects include new construction, renovation and adaptation of some existing buildings, including conversions into residential space; and improvements to public infrastructure and amenities.
In 2011, the United States Navy named the USS "Jackson" (LCS-6) in honor of the city.
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Jennifer Lopez
Jennifer Lynn Lopez (born July 24, 1969), also known by her nickname J.Lo, is an American actress, singer, dancer, fashion designer, producer, and businesswoman. In 1991, Lopez began appearing as a Fly Girl dancer on "In Living Color", where she remained a regular until she decided to pursue an acting career in 1993. For her first leading role in the 1997 Selena biopic of the same name, Lopez received a Golden Globe nomination and became the first Latin actress to earn over US$1 million for a film. She went on to star in "Anaconda" (1997) and "Out of Sight" (1998), later establishing herself as the highest-paid Latin actress in Hollywood.
Lopez ventured into the music industry with her debut studio album "On the 6" (1999), which helped propel the Latin pop movement in American music. With the simultaneous release of her second studio album "J.Lo" and her romantic comedy "The Wedding Planner" in 2001, Lopez became the first woman to have a number-one album and film in the same week. Her 2002 remix album, "J to tha L–O! The Remixes", became the first in history to debut atop the US "Billboard" 200. Later that year, she released her third studio album "This Is Me... Then", and starred in the US box office number-one "Maid in Manhattan".
After starring in "Gigli" (2003), a critical and commercial failure, Lopez subsequently starred in the successful romantic comedies "Shall We Dance?" (2004) and "Monster-in-Law" (2005). Her fifth studio album, "Como Ama una Mujer" (2007), received the highest first-week sales for a debut Spanish album in the United States. Following an unsuccessful period, she returned to prominence in 2011 with her appearance as a judge on "American Idol", and released her seventh studio album "Love?". From 2016 to 2018, she starred in the crime drama series "Shades of Blue" and performed a residency show, , at Planet Hollywood Las Vegas. Since 2017, Lopez has produced and served as a judge on "World of Dance". In 2019, she garnered critical acclaim for her performance as a stripper in the crime drama "Hustlers", which earned her Golden Globe and Screen Actors Guild Award nominations.
With a cumulative film gross of and estimated global sales of 70 million records, Lopez is regarded as the most influential Latin entertainer in the United States. In 2012, "Forbes" ranked her as the most powerful celebrity in the world, as well as the 38th most powerful woman in the world. "Time" listed her among the 100 most influential people in the world in 2018. Her most successful singles on the US "Billboard" Hot 100 include: "If You Had My Love", "I'm Real", "Ain't It Funny", "All I Have", and "On the Floor", the lattermost of which is one of the best-selling singles of all time. For her contributions to the recording industry, Lopez has received a landmark star on the Hollywood Walk of Fame, the "Billboard" Icon Award, and the Michael Jackson Video Vanguard Award among other honors. Her other ventures include clothing lines, fragrances, a production company, and a charitable foundation.
Jennifer Lynn Lopez was born on July 24, 1969, in The Bronx borough of New York City, to Puerto Rican parents Guadalupe Rodríguez and David López. She has an older sister, Leslie, and a younger sister, Lynda, a journalist. David worked the night shift at the Guardian Insurance Company before becoming a computer technician at the firm, while Guadalupe was a homemaker. When Lopez was born, the family was living in a small apartment in the Castle Hill neighborhood. A few years later, her parents had saved up enough money to be able to purchase a two-story house, which was considered a big deal for the relatively poor family. At the age of five, Lopez began taking singing and dancing lessons. She toured New York with her school when she was seven years old. Her parents stressed the importance of work ethic and being able to speak English. They encouraged their three daughters to put on performances at home—singing and dancing in front of each other and their friends so that they would stay "out of trouble". Lopez spent her entire academic career in Catholic schools, finishing at Preston High School. In school, Lopez did gymnastics, ran track on a national level, and was a member of the school's softball team. She excelled athletically rather than academically, competing in national track championships.
While attending her final year of high school, Lopez learned about a film casting that was seeking several teenage girls for small roles. She auditioned and was cast in "My Little Girl" (1986), a low-budget film co-written and directed by Connie Kaiserman. Lopez acted as Myra, a young woman at a center for troubled girls. After she finished filming her role in the film, Lopez realized that she wanted to become a "famous movie star". To please her parents, though, she enrolled in Baruch College, only to drop out after one semester. She told her parents about her dream of becoming a movie star, but they insisted that it was a "really stupid" idea and that "no Latinos did that". The differences in opinions led Lopez to move out of their family home and into an apartment in Manhattan. During this period, Lopez performed in regional productions of the musicals "Jesus Christ Superstar" and "Oklahoma!". From there, she was hired for the chorus in a "Golden Musicals of Broadway", which toured Europe for five months. She was unhappy with the role, as she was the only member of the chorus not to have a solo. She later got a job on the show "Synchronicity" in Japan, where she acted as a dancer, singer, and choreographer.
Lopez was selected as a backup dancer for the New Kids on the Block in 1991 and performed with them during their performance of "Games" at the 18th Annual American Music Awards. Shortly after, Lopez gained her first regular high-profile job as a Fly Girl dancer on the television program "In Living Color". She applied for the job after one of the cast members was unable to continue with the show. Out of 2,000 applicants, Lopez made it to the finals. She was the runner-up but eventually received the role when the winner was unable to accept the job. She moved to Los Angeles to film the series and remained a regular cast member until 1993, when she decided to pursue a full-time acting career. Prior to leaving the show, Lopez briefly worked as a backup dancer for American recording artist Janet Jackson. Lopez was set to tour with Jackson on her Janet World Tour in late 1993 but backed out as she wanted to do her "own thing".
Lopez received her first professional acting gig in the direct-to-video drama film "Lost in the Wild" (1993), co-starring with Lindsay Wagner and Robert Loggia. Later in 1993, Lopez signed a deal with CBS to co-star in the television series "Second Chances". Lopez received her first major big-screen role in Gregory Nava's 1995 drama "My Family" portraying Young Maria. Although her role was uncredited, Lopez received an Independent Spirit Award for Best Supporting Female nomination for her performance. In November 1995, Lopez starred in "Money Train" alongside Wesley Snipes and Woody Harrelson as New York City transit cops. In August 1996, Lopez had a supporting role in the comedy "Jack".
In February 1997, Lopez starred alongside Jack Nicholson and Stephen Dorff in the neo-noir thriller "Blood and Wine". Lopez starred as the title role of the Selena biopic of the same name in March. Despite having previously worked with the film's director on "My Family", Lopez was subjected to an intense auditioning process before she was cast in the film. Kenneth Turan of the "Los Angeles Times" stated that even in the "forgettable films" "Money Train", and "Jack", Lopez's "presence and ability made her seem just one role away from stardom" and with "Selena" she's "seized the opportunity and turned in an incandescent presentation that is especially strong during the film's numerous musical numbers". He concluded by calling the film not just a celebration of Selena's life, but also of the actress who portrayed her. The announcement was described as the "role of a lifetime." from news outlets and Lopez's salary for the film was reported at $1 million, which made Lopez the highest-paid Hispanic actress in history. After filming "Selena", Lopez was "really feeling [her] Latin roots" and cut a demo in Spanish. Lopez's manager then sent the song, titled "Vivir Sin Ti" (Living without You), to Sony Music Entertainment's Work Group, who showed an interest in signing Lopez. Tommy Mottola, the head of the label suggested to her that she sing in English instead.
In April, Lopez starred in the horror film "Anaconda" alongside Ice Cube and Jon Voight. Lopez starred alongside Sean Penn and Billy Bob Thornton in the crime film "U Turn" in October. The film, which is based on the novel "Stray Dogs" by John Ridley, received somewhat positive reviews from critics.
In June 1998, Lopez starred opposite George Clooney in "Out of Sight", Steven Soderbergh's adaptation of Elmore Leonard's novel of the same name. Cast as a deputy federal marshal who falls for a charming criminal, Lopez won rave reviews for her performance. Lopez provided the voice of Azteca in the computer-animated film "Antz" in October.
Lopez's debut single, "If You Had My Love", was released in May 1999, as she began to ready her first album. Lopez became the first artist to top the "Billboard" Hot 100 with a debut single since Britney Spears did so with her single "...Baby One More Time" four months prior. During production of her debut album, "On the 6", Lopez was aware that she received her recording contract on the basis of her looks and an already established name in the entertainment industry, and she wanted to prove she had musical talent. Prior to the debut of her music, critics wondered why she would take the risk of launching a music career. It was noted that: "If the album was a flop, not only would it embarrass Lopez, but it might even damage her career." "Waiting for Tonight", the third single from "On the 6", is widely considered to be Lopez's best song. Lopez's musical success came as a surprise to critics; its launch made the "popular actor even more popular". Both the music industry and the public became intrigued by "this woman who seemed to have so many different talents". By the end of 1999, Lopez successfully converted herself from a film star to a pop star. She joined a select few in achieving this feat, becoming the first since Vanessa Williams (1992) and Martika (1989).
On February 23, 2000, Lopez, accompanied by then boyfriend Sean Combs, wore a plunging exotic green Versace silk chiffon dress on the red carpet of the 42nd Annual Grammy Awards. The dress "had a low-cut neck that extended several inches below her navel, where it was loosely fastened with a sparkly brooch and then opened out again," exposing her midriff and then as cut along the front of the legs like a bath robe. The dress generated controversy and media attention, with images of Lopez in the dress being downloaded from the Grammy website over half a million times 24 hours after the event. Lopez was surprised by the enormous media coverage, declaring that she had no idea "it was going to become such a big deal". Lopez returned to the big-screen in August, starring in the psychological thriller "The Cell" opposite Vincent D'Onofrio.
During the process of recording her second album, Lopez decided to tweak her image as she began to develop into a sex symbol. She started going by J.Lo, something fans often called her in the years after director Oliver Stone coined the term on the set of the 1997 film "U Turn". She subsequently named the album "J.Lo". Released on January 23, 2001, it was a commercial success, debuting at number one on the US "Billboard" 200. During the same week, her romantic comedy film "The Wedding Planner" in which she starred opposite Matthew McConaughey opened atop the box office. This made her the first woman to have a number one film and album simultaneously in the United States. The album was preceded by the release of its lead single, "Love Don't Cost a Thing", which reached number one on the "Billboard" Mainstream Top 40 chart. It was followed by the single "Play". In April 2001, Lopez launched J.Lo by Jennifer Lopez, her own clothing and accessory company. Lopez felt that "the voluptuous woman [was] almost ignored" in the fashion industry, and therefore her company specialized in clothing women of all shapes. The following month, she starred in the romantic drama film "Angel Eyes", which performed disappointingly at the box office and generated mixed reviews. After several months, "J.Lo" was declining on the charts; this prompted Mottola to recruit rapper Ja Rule to create an urban-oriented remix of the song "I'm Real". This led to the release of "I'm Real (Murder Remix)", which quickly reached number one on the "Billboard" Hot 100. Its success resulted in "J.Lo" being reissued to include the single, which was number one in the United States during the week of the September 11 attacks. "J.Lo" became the best-selling album of Lopez's career, having sold 3.8 million copies in the US and moved over 12 million units worldwide.
Having redefined Lopez's sound with "I'm Real (Murder Remix)", Epic decided to release further remixes in order to "keep the momentum going". A remix album entitled "J to tha L–O! The Remixes" was subsequently released on February 5, 2002. It debuted at the summit of the "Billboard" 200, making it the first remix album to do so. Its lead single, "Ain't It Funny (Murder Remix)", featuring Ja Rule and Caddillac Tah, reached number one in the US. "J to tha L–O! The Remixes" became one of the best-selling remix albums of all time, selling 1.5 million copies in the US. It produced two more singles: "I'm Gonna Be Alright" and "Alive", a ballad co-written by her husband at the time, Cris Judd. In April 2002, Lopez opened her restaurant, Madrè's. The following month, she starred in the thriller film "Enough", which was described by the "Boston Herald" as a "kick-but, female empowerment" film. While filming "Enough", which required an overworked Lopez to practice Krav Maga, she suffered a nervous breakdown. She recalled feeling "sick and weird", refusing therapeutic help or medication. She confessed, "I was like – I don't want to move, I don't want to talk, I don't want to do anything." In September, she released her first fragrance, Glow by JLo. It performed strongly despite predictions that it would fail, and became the top-selling fragrance in the US.
Lopez's third studio album, "This Is Me... Then", was released on November 25, 2002. It was dedicated to actor Ben Affleck, her fiancé at the time. The album's lead single "Jenny from the Block", was later described by Sam Lansky of MTV News as her most iconic single. In the song, Lopez "intones her modest childhood roots". The album itself performed strongly, selling 2.6 million copies in the US. Its second single, "All I Have", peaked at number one in the US. That December, Lopez starred opposite Ralph Fiennes in the romantic comedy "Maid in Manhattan", which became the highest-grossing film of her career.
In August 2003, Lopez starred opposite Affleck in the romantic comedy "Gigli". The film was a box office bomb, and is considered one of the worst films of all time. The film's poor reception was attributed to negative press preceding its release, as well as the media attention surrounding Lopez and Affleck's engagement which largely overshadowed the film. Lopez would later describe this as the lowest point of her career, saying "[It] was very tough", "the tabloid press had just come into existence at the time, so I was like a poster child for that moment." In October of that year, she released her next fragrance, Still Jennifer Lopez. Lopez also launched her next fashion label, Sweetface. It was described by Andy Hilfiger as a "more intellectual, more inspirational collection than J-Lo by Jennifer Lopez. Less sporty, more suede." Lopez's clothing lines and two fragrances generated over $300 million in revenue throughout 2004, which made her the 19th richest person under 40.
In March 2004, Lopez had a minor role in the film "Jersey Girl", alongside Affleck. Her character, Gertrude Steiney, dies during childbirth within the first 15 minutes of the film. From the intense media scrutiny following the couple's break-up, it was noted that "they may need to put Lopez in a coffin on the poster if they want anyone to come". In October, Lopez co-starred alongside Richard Gere in the drama "Shall We Dance?", a re-make of the 1996 Japanese film of the same title. The film was successful at the box office, and was considered a rebound for Lopez following "Gigli".
After placing her career on hiatus, Lopez released her fourth studio album, "Rebirth", in February 2005. According to Lopez, "Rebirth" "came about because I was on such a roller-coaster ride, that was my career from my first album to my last album, and I did a bunch of movie projects in between. I finally took some time just for myself, and [when] I came back, this was the first project I did. I felt like it was a new beginning for me, like I was, in a way, reborn." Tracy Hopkins of NBC's Today Music noted that after "fawning" over Affleck on "This Is Me... Then"", Lopez "wisely keeps her love life out of the spotlight" on "Rebirth" and only references her relationship with singer/actor Marc Anthony on a few tracks. The album produced the single "Get Right", which peaked at number one in the United Kingdom. In May, she starred alongside Jane Fonda in the romantic comedy "Monster-in-Law", for which she received a salary of $15 million. The film's marketing played up Lopez's ""Gigli"-and-tabloid tarnished image", and it became a box office success. In August, Lopez starred alongside Robert Redford and Morgan Freeman in "An Unfinished Life", a drama film based on the novel of the same name.
In April 2006, Lopez reappeared on the "Billboard" Hot 100 as a featured artist on "Control Myself", the lead single from LL Cool J's twelfth studio album "Todd Smith". The song peaked at number four on the chart following its release as a music download, making it the pair's second collaboration to reach the top five. "Bordertown", a film based on the female homicides in Ciudad Juárez, made its premiere at the Cannes Film Festival on May 18, 2006. Lopez, who also acts as the film's producer, stars as Lauren Adrian, an American news reporter for the Chicago Sentinel who wants to be assigned to the Iraq front-lines to cover the war. "Bordertown" received a direct-to-video release. "DanceLife", a reality series following the lives of seven dancers trying to break into the world of professional dance, aired on MTV from January 15 to March 5, 2007. Lopez produced, created and was featured in the show. According to the album's co-producer Estéfano, Lopez's fifth studio album "Como Ama una Mujer" would "prove critics wrong" with its "big songs that require a voice"; referring to the criticism of Lopez having a "limited" vocal tone. The album's lead single "Qué Hiciste" reached number one on "Billboard"s Hot Latin Songs chart. Lopez performed the song on the sixth season of "American Idol" on April 11, 2007, becoming the first person to perform a Spanish song on the series. The album received the highest first-week sales in the United States for a debut Spanish album and the highest digital sales.
In September 2007, Lopez starred in the biographical film "El Cantante", which is based on the life of the late salsa singer Héctor Lavoe. In the film, Lavoe is portrayed by then-husband Marc Anthony while Lopez plays Lavoe's wife Puchi. Lopez revealed that she felt her performance in the film "El Cantante" should have earned her an Oscar. "I feel like I had that [Oscar worthy role] in 'El Cantante,' but I don't think the academy members saw it". "El Cantante" did not perform well at the box office, earning just $7.6 million. Lopez performed the song "Toma de Mí" for the film's soundtrack. Lopez and Anthony also launched their co-headlining North American concert tour on September 28. Lopez's sixth studio album "Brave", released in October, was her lowest-charting album worldwide. The album produced two singles, "Do It Well" and "Hold It Don't Drop It". The first peaked at number 31 on the "Billboard" Hot 100 chart, while the latter failed to make any significant impact on the charts. A five-part miniseries, "", based on the lyrics of "Como Ama una Mujer" aired on Univision from October 30 to November 27, 2007. She placed her career on hiatus after giving birth to twins in February 2008. In late 2009, Lopez released two songs for her seventh studio album, "Love?" ("Louboutins" and "Fresh Out of the Oven"); however, the songs failed to make an appearance on the "Billboard" charts which led to her departure from Epic Records.
Lopez parted ways with Epic Records in February 2010, citing that she had fulfilled her contractual obligations and now wished to release her seventh studio album "Love?" under a new label. Her departure from the label temporarily halted production on the album, which commenced in 2009. Upon signing a new contract with Island Records, recording resumed on the album. The "New York Daily News" revealed that Lopez would be taking some of the records recorded under Sony Music Entertainment to her new label so that they could be included on the album. In April, Lopez starred in the romantic comedy "The Back-up Plan", her first theatrical role in three years. In June, following the departure of Ellen DeGeneres from "American Idol", it was reported that Lopez was in talks to join season ten's judging panel. During this same time, Lopez and Anthony were being considered for a role on "The X Factor" for their appeal to Latin and International markets. It was officially announced in September that Lopez would be joining the tenth season of "American Idol". MTV stated that the deal was "mutually beneficial to all those involved", while CNN reported that Lopez was viewing it as a decision to revive her career, while "American Idol" producers believed that Lopez and Steven Tyler's appointments would strengthen viewing figures. In October, Lopez released her fourteenth fragrance, Love and Glamour. The perfume was inspired by Lopez's forthcoming "return to the spotlight".
L'Oréal Paris named Lopez their new Global Ambassador and the face of their brands, including EverPure hair care, Preference hair color and Youth Code skin care. Her EverSleek hair care ads made their debut in early 2011, to coincide with the release of "Love?" and her debut as a judge on "American Idol". To further promote her comeback, in February, Venus chose Lopez as their new Global Ambassador. Lopez's comeback single "On the Floor" was released later that same month. The song topped the charts across the globe, becoming one of the most successful singles of the year. The song also became her highest charting single commercially as a lead artist, as well as her most successful airplay hit on contemporary hit radio, since "Jenny from the Block". "Love?", which was released in May, was a moderate commercial success, and was viewed as a humble comeback from Lopez, as many had considered her recording career over. Lopez launched her next fragrance Love and Light in July, exclusively on HSN. 51,000 bottles of the fragrance were sold at its premiere, becoming Lopez's most successful fragrance launch to date, making over $2.9 million. In September, Lopez launched the Jennifer Lopez Collection, a clothing and accessories line for Kohl's with Tommy Hilfiger. In addition to the clothing line, she also launched the Jennifer Lopez Home Collection, featuring bedding, towels and luggage. Later that same month Fiat, an Italian automobile manufacturer, enlisted Lopez to promote their products, including the 2012 Fiat 500 Cabrio. Olivier Francois, the Chrysler chief marketing officer, stated that she "fits perfectly with the brand".
In January 2012, Lopez returned as a judge on the eleventh season of "American Idol", earning a reported $20 million. Later that same month, a new talent show, "¡Q'Viva! The Chosen", created by Simon Fuller premiered on Univision and was a hit for the channel. It followed Lopez, Anthony and director-choreographer Jamie King as they travelled across 21 countries in Latin America to find new talent for a Las Vegas show. On May 18, Lopez returned to the big screen starring alongside an ensemble cast consisting of Cameron Diaz, Elizabeth Banks, Matthew Morrison and Dennis Quaid in the film "What to Expect When You're Expecting", which is based on the novel of the same name. In late May, Lopez released her fragrance Glowing by JLo, which she described as an "evolution" of Glow by JLo.
Lopez launched the Dance Again World Tour, her first headlining concert tour, on June 14. It was a lucrative, grossing over $1 million per show. On July 12, she launched Teeology, a luxury T-shirt e-commerce. Lopez voiced Shira, a saber tooth tiger, in the animated film, "", the fourth film in the "Ice Age" franchise. The film became her highest opening weekend figure, at $46 million.
Lopez's first greatest hits album, "Dance Again... the Hits", was released on July 24, 2012 in the United States. It was released by Epic Records, as Lopez owed them one final album to end her contract, despite previously announcing that she had fulfilled her contract with the label. Lopez, who was going through a divorce with Anthony and the "breakup of a family", felt as if the album's sole single, "Dance Again", had come to her at the "perfect moment". "Dance Again" and "Goin' In", a single from the soundtrack of the dance film "Step Up Revolution", both reached the top of the "Billboard" Hot Dance Club Songs, giving Lopez her twelfth and thirteenth number one on that chart, respectively. nuvoTV announced in September its premier partnership with Lopez, that will see her work on the creative side of the network, managing marketing and program production with her production company, Nuyorican Productions, as well as periodically appearing in network programming.
In January 2013, Lopez starred alongside Jason Statham in the crime thriller "Parker", in which she played Leslie. Her performance earned positive reviews, with "Chicago Tribune" commending the role for giving Lopez "an opportunity to be dramatic, romantic, funny, depressed, euphoric and violent. The audience stays with her all the way". The following month, she gained widespread notoriety for wearing a daring black dress at the Grammy Awards, which revealed her entire right leg; despite a conservative dress code which had been issued to celebrities in attendance. In May, Lopez was announced as the chief creative officer of nuvoTV. In addition, she founded the mobile phone retail brand Viva Móvil, which is catered specifically for Latinos. She lobbied for more Hispanic diversity on television, hoping to empower the Latin community in these media ventures, stating: "There's a big revolution going on, it's like a media and cultural revolution of Latinos here in the United States. We're realizing our power. We're realizing that we matter here." Inspired by her gay aunt who had recently died, Lopez signed on as executive producer of the television series "The Fosters", which is about a same-sex couple raising a family. The show premiered on ABC Family on June 3, 2013, and has since been a ratings success for the network. Later that June, Lopez performed at the birthday of Turkmenistan President Gurbanguly Berdymukhamedov. Doing so, she garnered widespread backlash for performing for the leader of a "repressive, authoritarian regime". Her publicist released an apology. Lopez returned as judge on "American Idol" for its thirteenth season for a reported salary of $17.5 million. She was ranked as the fifth highest-paid woman in music for 2013, having earned $45 million.
After the conclusion of her Dance Again World Tour, Lopez began recording her eighth studio album, "A.K.A.", inspired by her travels. It was released in June 2014 through Capitol Records, experiencing lackluster sales. The album produced three singles: "I Luh Ya Papi", which features French Montana, "First Love", and "Booty", featuring Pitbull or rapper Iggy Azalea. "Booty" debuted inside the top twenty in the United States, making it her second-highest debut on the "Billboard" Hot 100 after "On the Floor". In April, the official song for the 2014 FIFA World Cup performed by Pitbull, Lopez and Brazilian recording artist Claudia Leitte, "We Are One (Ole Ola)", was released. She was ranked as the sixth highest-paid woman in music for the year, earning $37 million. In November 2014, Lopez partnered with Endless Jewelry, designing a range of new jewelry products. That month, she also released first her book, "True Love", which became a "New York Times" best-seller.
January 2015 saw the release of "The Boy Next Door", an erotic thriller that Lopez both co-produced and starred in as a high school teacher who becomes involved with a student, which eventually leads to his dangerous obsession with her. The film received negative reviews from critics. Despite this, it became her most successful opening at the box office for a live action film since "Monster-in-Law", and ultimately grossed over $53 million at the global box office, against a production budget of $4 million. Lopez had a voice role in the animated feature "Home", alongside Steve Martin, Jim Parsons, and Rihanna, and released in March 2015. She contributed the single "Feel the Light" to the film's official soundtrack. Lopez also starred in the independent drama film "Lila & Eve", alongside Viola Davis. With annual earnings of $28.5 million, she was ranked as the seventh highest-paid woman in music for 2015.
Lopez starred as Detective Harlee Santos in NBC's crime drama series "Shades of Blue" (also serving as an executive producer), a single mother and police detective who goes undercover for the FBI to investigate her own squad. It premiered on January 7, 2016, giving the network its most-watched Thursday debut in seven years with 8.6 million viewers. Lopez's performance received positive reviews. "Shades of Blue" was renewed for a second season, which premiered in March 2017. That same month, the series was renewed for a third season. In May 2015, she announced her Las Vegas residency concert show, which commenced on January 20, 2016, the first of twenty initial dates. Titled All I Have, it takes place at Planet Hollywood's Zappos Theater. The residency has been lucrative, and Lopez signed a three-year contract which saw her perform 120 shows. The residency concluded on September 29, 2018, having grossed over $100 million in ticket sales during its three-year run. In March 2016, six years after announcing her departure, she announced her return to Epic Records, signing a multi-album deal with the label. Her first single since returning to Epic, "Ain't Your Mama", was released the following month. With earnings of $39.5 million, she was among the highest-paid female artists from June 2015 to June 2016. Lopez reprised her voice role as Shira in the animated film "", which was released in July 2016.
In collaboration with Giuseppe Zanotti, Lopez designed a capsule collection of shoes and jewelry. "Giuseppe for Jennifer Lopez" launched in January 2017. In July 2016, Lopez announced a new dance competition series entitled "World of Dance", for which she serves as an executive producer and judge. Created in partnership with World of Dance, the series was greenlit by NBC with a straight-to-series order for ten episodes. "World of Dance" premiered on May 30, 2017; with 9.7 million viewers, it became the most-watched premiere for a summer alternative series in nine years. According to "Forbes", Lopez was the eleventh highest-paid female celebrity between June 2016 and June 2017, with earnings of $38 million. Lopez had announced in October 2016 that she was working on a second full-length Spanish album, which was set to be released through Sony Music Latin, with Marc Anthony serving as an executive producer. It was to be titled "Por Primera Vez", which translates to "For the First Time" in English. The album, which never materialized, produced two singles: "Ni Tú Ni Yo" (featuring Cuban reggaeton group Gente de Zona) and "Amor, Amor, Amor" featuring Wisin.
In April 2018, Lopez launched her limited-edition makeup collection in collaboration with Inglot Cosmetics. That month, she was named one of "Time"s 100 most influential people in the world, and released a new Spanish single, "El Anillo". The following month, she released a bilingual single titled "Dinero", featuring DJ Khaled and Cardi B. Later, Lopez made a cameo appearance in the music video of Maroon 5's "Girls Like You", with Cardi B. With earnings of $47 million between June 2017 and June 2018, "Forbes" listed Lopez as the sixth highest-paid woman in music. In December 2018, Lopez starred in the comedy film "Second Act", directed by Peter Segal; she also produced the film, and recorded the single "Limitless" for its soundtrack. "Second Act" earned mixed reviews from critics, but performed well at the box office, grossing over $72.2 million worldwide with a production budget of $16 million.
In February 2019, Lopez announced that she will be embarking on her first concert tour in nearly seven years to celebrate her upcoming 50th birthday. Titled It's My Party, the international tour ran from June to August, grossing an estimated $54.7 million from thirty-eight shows. In March, alongside her fiancé Alex Rodriguez, Lopez launched a collection of sunglasses with the brand Quay Australia. The following month, she premiered the single "Medicine" featuring French Montana, her first release through L.A. Reid's Hitco Entertainment label.
Lopez next starred in the film "Hustlers" (2019), for which she also served as an executive producer. Directed by Lorene Scafaria, the film is inspired by a true story, following a group of Manhattan strippers who con wealthy men. Lopez's portrayal of a veteran stripper in "Hustlers" garnered acclaim from critics, with some deeming it the best performance of her acting career. The film also gave Lopez her highest opening weekend at the box office for a live action film (grossing $33.2 million), and garnered her nominations for Best Supporting Actress at the Golden Globe Awards, Screen Actors Guild Awards, Critics' Choice Movie Awards and Independent Spirit Awards. The success of "Hustlers" has been regarded by various media outlets as a comeback for Lopez. Also in September 2019, Lopez modeled an updated version of her Green Versace dress at Milan Fashion Week; her appearance generated $31.8 million in total media impact value. Following this, she launched her twenty-fifth fragrance, which is titled Promise, and was announced as the global face of the Coach brand.
In September 2019, it was announced that Lopez will co-headline the Super Bowl LIV halftime show alongside Shakira, which took place on February 2, 2020, in Miami, Florida. Her daughter, Emme Maribel Muñiz, also made an appearance at the show. On April 18, 2020, Lopez appeared in the television special "", performing an rendition of "People" by Barbra Streisand, due to the COVID-19 pandemic. Lopez will next star in "Marry Me" opposite Owen Wilson for Universal Pictures. Lopez is attached to star as drug lord Griselda Blanco in "The Godmother" for STX Entertainment, which will focus on the "rise and fall" of Blanco. She will also serve as an executive producer for the film, which is currently in development.
Lopez's personal life has attracted widespread media attention. From February 22, 1997, to January 1998, she was married to Cuban waiter Ojani Noa. Since their brief marriage, Lopez has endured many legal troubles regarding her relationship with Noa. In April 2006, she sued to prevent him from publishing a book about their marriage, contending that it violated their confidentiality agreement. The following year, a court-appointed arbitrator issued a permanent injunction forbidding Noa from "criticizing, denigrating, casting in a negative light or otherwise disparaging" Lopez. She was awarded $545,000 in compensatory damages and Noa was ordered to hand over all copies of materials related to the book to Lopez or her attorney. A lawsuit regarding a compromising private honeymoon video in Noa's possession is presently running.
While working on her first album, "On the 6", Lopez began dating record producer and rapper Sean Combs. On December 27, 1999, the couple was arrested along with two others in connection with a shooting outside a Times Square club. They were charged with criminal possession of a weapon as well as stolen property. Lopez was soon exonerated, having had nothing to do with the crime. However, Combs was charged and indicted by a Manhattan grand jury. After leaving Combs, Lopez developed a relationship with former back-up dancer Cris Judd, to whom she was married from September 29, 2001, to June 2002. Following her second divorce due to irreconcilable differences, she commenced a high-profile relationship with actor and director Ben Affleck, to whom she became engaged in November 2002. The media began to refer to them as "Bennifer", and they became a prominent supercouple in the media and popular culture. Bennifer became a popular term, which was eventually entered into urban dictionaries and neologism dictionaries as notable, as the name blend started the trend of other celebrity couples being referred to by the combination of their first names. The couple postponed their nuptials indefinitely a day prior to the planned ceremony in September 2003, citing the media's interference with the event as the reason.
Lopez's break-up with Affleck in January 2004 was her "first real heartbreak". She described her next relationship, with her longtime friend, Marc Anthony (real name: Marco Antonio Muñiz), as an attempt to "find someone who could make me feel loved and wanted in my loneliest hour ... Thinking back, maybe deep down I knew that this was a Band-Aid on the cut." She married Anthony that June, and lived in Brookville, New York. Two men attempted to ransom a private wedding video that was stolen from the couple for one million dollars; however, they were arraigned in Manhattan Criminal Court on charges of conspiracy, attempted grand larceny and possession of stolen property. On November 7, 2007, during the final night of their co-headlining tour, Lopez and Anthony officially confirmed that they were expecting their first child. The announcement ended months of speculation over the pregnancy. Her father confirmed that the couple were expecting twins, revealing that it runs in the family: "My sister also had twins, so it's a hereditary thing." Lopez, who is a Roman Catholic, has stated that her faith discouraged her from pursuing in vitro fertilization treatment while trying to get pregnant.
Lopez gave birth to a son and a daughter on Long Island, on February 22, 2008. The twins were introduced in the March 11, 2008, issue of "People", for which the magazine paid a reported $6 million; the photographs of the twins became the most expensive celebrity picture ever taken at the time. Three years later in July 2011, the couple announced their split, with Anthony filing for divorce in April 2012. Their divorce was finalized on June 16, 2014, with Lopez retaining primary physical custody of the two children. On December 31, 2014, she legally changed her name back to Jennifer Lopez, dropping Anthony's last name (Muñiz).
Lopez had an on-off relationship with her former backup dancer Casper Smart from October 2011 to August 2016.
In February 2017, she began dating former New York Yankees baseball player Alex Rodriguez. In March 2019, they announced their engagement.
In March 2018, Lopez opened up about her own Me Too movement story of being sexually harassed by a director early on in her career, when she was asked to take her top off during one of her first films. Lopez has also been an active advocate for the Time's Up movement.
Following the September 11 attacks, Lopez was heavily involved in charitable activities. Joining various other artists, she was featured on charitable singles such as "What's Going On" and "El Ultimo Adios (The Last Goodbye)", which benefited people affected by the tragedy. One dollar from each ticket sold at Lopez and Anthony's co-headlining North American concert tour, which grossed an estimated $10 million, was donated to Run for Something Better—a charitable organization supporting physical fitness programs for children. In February 2007, Lopez was honored with the Artists for Amnesty prize by the human rights organisation Amnesty International, for her work in the film "Bordertown", which shed light on the hundreds of feminicides in Ciudad Juárez. Lopez described it as "one of the world's most shocking and disturbing, underreported crimes against humanity."
In 2009, Lopez launched the Lopez Family Foundation (originally known as the Maribel Foundation) alongside her sister, Lynda. The nonprofit organization seeks to increase the availability of healthcare for underprivileged women and children, offering a telemedicine program supported by a partnership with the Children's Hospital Los Angeles. The foundation has led to the expansion of medical facilities in Panama and Puerto Rico, and created the Center for a Healthy Childhood at the Montefiore Medical Center in the Bronx.
In December 2012, Lopez held a charity drive that would affect her three favorite charities: the Gloria Wise Boys and Girls Club, the Children's Hospital of Los Angeles as well as the American Red Cross, mainly benefiting victims of Hurricane Sandy, which devastated parts of her home town, New York City. In May 2015, she became the first national celebrity spokesperson for the Children's Miracle Network Hospitals and the BC Children's Hospital Foundation (BCCHF), appearing in a campaign entitled "Put Your Money Where the Miracles Are". That September, Lopez was announced as the first Global Advocate for Girls and Women at the United Nations Foundation. This role sees her mobilizing action to address challenges faced by girls and women around the world, including maternal health care programs, education and violence against women. In September 2017, following Hurricane Irma and Hurricane Maria, Lopez announced that she would be donating $1 million from the proceeds of her Las Vegas residency to humanitarian aid for Puerto Rico. Along with ex-husband Marc Anthony, she launched a humanitarian relief campaign entitled Somos Una Voz (English: We Are One Voice), an effort supported by various celebrities to rush supplies to areas affected by Hurricane Maria. Lopez and Anthony presented a subsequent concert and telethon for disaster relief, "One Voice: Somos Live!", which raised over $35 million. She was also among various artists featured on Lin-Manuel Miranda's charity single "Almost Like Praying" which benefits Puerto Rico.
Lopez is an avid supporter of LGBT rights, and has raised millions of dollars for HIV/AIDS research. In June 2013, amfAR presented Lopez with its humanitarian award for her philanthropic work. That September, she was awarded the Ally for Equality award presented by the Human Rights Campaign, for her support of the LGBT community. The following year, she received the GLAAD Vanguard Award. In July 2016, Lopez released a single entitled "Love Make the World Go Round", a collaboration with Lin-Manuel Miranda, which benefits victims of the 2016 Orlando nightclub shooting. She was also featured on the song "Hands" along with numerous other artists, also benefiting those affected by the Orlando shooting. Among numerous other artists, Lopez signed an open letter from "Billboard" magazine to the United States Congress in 2016, which demanded action on gun control.
Lopez endorsed President Barack Obama in his 2012 presidential campaign, speaking in television advertisements and attending a fundraising event for Obama in Paris. She endorsed Democratic presidential nominee Hillary Clinton in 2016, headlining a free concert in Florida in support of her that October. In June 2020, Lopez attended a Black Lives Matter movement protest in Los Angeles, in connection with the broader George Floyd protests.
Lopez has been influenced by artists such as Tina Turner, James Brown, Michael Jackson, Madonna, Barbra Streisand, and Lady Gaga. Growing up, she was influenced by Latin music styles ranging from salsa to bachata, but it was the 1979 hip hop song "Rapper's Delight" by The Sugarhill Gang that she said changed her life. She was also "hugely inspired in her youth" by Rita Moreno's performance in the 1961 musical film "West Side Story". Lopez has cited Janet Jackson as a major inspiration for her own dance and videos, stating that she "probably started dancing" because of Jackson's music video for "The Pleasure Principle".
According to author Ed Morales in "The Latin Beat: The Rhythms And Roots Of Latin Music From Bossa Nova To Salsa And Beyond" (2003), Lopez's music explores the "romantic innocence" of Latin music, while strongly identifying with hip hop. Her debut album "On the 6" fuses the influence of Latin music with R&B and hip hop, which Lopez described as Latin soul. To the contrary, Morales described it as "state-of-the-art dance pop". Dee Lockett, writing for the "Chicago Tribune", stated that songs such as "Waiting for Tonight" made Lopez "arguably the leading artist in the dance-pop movement at the time". While primarily sung in English, she speaks in Spanish and asserts her Latin heritage throughout the album, which is apparent in the song "Let's Get Loud". She has also recorded bilingual songs, including the Latin pop song "Cariño", for her second album "J.Lo". A departure from her previous albums, "This Is Me... Then" blends 1970s soul with "streetwise" hip hop.
Described as autobiographical, much of Lopez's music has centered around the "ups and downs" of love. The lyrical content of "This Is Me... Then" is largely focused on her relationship with Ben Affleck, with the song "Dear Ben" being described as the album's "glowing centerpiece". Her first full-length Spanish-language album, "Como Ama una Mujer" features introspective lyrics about romance, heartache and self-loathing. When explaining her seventh studio album "Love?", Lopez stated: "There's still so much to learn and that's why the question mark." Other recurrent themes in Lopez's music have included her upbringing in the Bronx and women's empowerment.
Critics have considered Lopez's voice to be limited, and obscured by the production of her music, while remaining "radio-friendly". Rob Sheffield of "Rolling Stone" observed: "Instead of strained vocal pyrotechnics, Lopez sticks to the understated R&B murmur of a round-the-way superstar who doesn't need to belt because she knows you're already paying attention [...] She makes a little va-va and a whole lot of voom go a long way." Meanwhile, AllMusic's Stephen Thomas Erlewine called her voice "slight" and wrote: "Lopez was never, ever about singing; she was about style". "Entertainment Weekly" criticized her vocal performance for lacking the trademark "husky-voiced voluptuousness" she has in her films. J. D. Considine of "The Baltimore Sun" regards Lopez as having a "breathy" stylistic range, but lacking personality.
Considered one of dance's "greatest success stories", "Refinery29" ranked Lopez at number two on "11 Of Pop's Most Iconic Dancers" in 2015. Lopez felt an emotional connection to dance since her youth, when she specialized in ballet, jazz and flamenco. Her career commenced on the variety television sketch comedy series "In Living Color", where she was a part of an ethnically diverse dance group known as the Fly Girls. Since beginning her music career, Lopez has become known for her body-emphasizing music videos, which often include dance routines. CNN's Holly Thomas noted that "Lopez's years of professional dance experience gave her a captivating, commanding presence in her videos." Some of these videos have been the subject of controversy, including "Jenny from the Block", "Dance Again" and "Booty". Her provocatively choreographed music video for "If You Had My Love" allowed Lopez to become a dominant figure on MTV networks worldwide. Madeline Roth of MTV wrote: "Her diverse videography encompasses some of the most memorable visuals of the 21st century", with "Rolling Stone" writer Brittany Spanos observing that her "dancing skills and ability to toy with her own celebrity have made her videos an important part of the new millennium's pop canon."
On stage, Lopez is recognized for her showmanship and sex appeal, and often includes costumes such as bodysuits as part of her performance. Author Priscilla Peña Ovalle stated in "Dance and the Hollywood Latina: Race, Sex and Stardom" (2011) that Lopez was one of the Latin stars who "used dance to gain agency as working performers with mainstream careers, yet many of their roles paradoxically racialized and sexualized their bodies". Troy Patterson of "Entertainment Weekly" also observed that she used her body for emphasis on stage, "She turned herself out as the fly girl hyperversion of postfeminist power, flaunting her control by toying with the threat of excess. In consequence, her star went supernova." Her signature movements include "clock-wise pivoting with salsa hip circles and sequential torso undulations". While being noted to lip sync in the early stages of career, Lopez's Dance Again World Tour was praised for showcasing live vocals and choreography synchronously. In a review of her Las Vegas residency All I Have, "Los Angeles Times" writer Nolan Feeney remarked that her dancing is "undoubtedly the centerpiece of the show".
Lopez's provocative stage performances have also drawn scrutiny at times. In May 2013, her performance on the finale of the television series "Britain's Got Talent" was deemed inappropriate for family-friendly television, and drew viewer complaints to Ofcom. Following her controversial performance at the musical festival Mawazine in 2015, Moroccan Prime Minister Abdelilah Benkirane called it "indecent" and "disgraceful", while an education group claimed that she "disturbed public order and tarnished women's honor and respect".
Speaking of Lopez's image, Andrew Barker of "Variety" observed: "Despite a carefully cultivated image as an imperious pop empress in ludicrously expensive outfits, her signature hits bear the titles "I'm Real" and "Jenny From the Block". She managed the perilous transition from actress to music star without ever seeming to pick either as a primary gig. She established herself as an oft-provocative sex symbol while her demeanor made it abundantly clear that she's not asking you to come hither." In 2002, Lynette Holloway of "The New York Times" described Lopez as overexposed. She wrote: "Forgive yourself if you are seeing Jennifer Lopez in your sleep. She is everywhere." Holloway noted her image to be "a dash of "ghetto fabulousness"" and "middle-class respectability" for mass appeal. "Entertainment Weekly" observed a change in her public profile upon joining "American Idol" in 2011, writing: "Gone was her old cut-a-bitch swagger; J. Lo 2.0 is an all-embracing, Oprahfied earth ""." Lopez is considered an icon of popular culture. Television presenter Ray Martin describes her as a "showbiz phenomenon".
Lopez is widely celebrated for her callipygian figure, which was the inspiration for Sir Mix-a-Lot's 1992 hit "Baby Got Back". She has been credited with influencing a change in mainstream female body image. In "Latin Sensations" (2001), Herón Marquez wrote: "Because she wasn't rail thin, Lopez had broken the mold and allowed millions of women to feel good about their bodies. Suddenly, it was okay for women to have hips, curves, and a big backside." "Vanity Fair" described her buttocks as "in and of themselves, a cultural icon". "Details" magazine named Lopez the "Sexiest Woman of the Year" in 1998, and she led "FHM"s "100 Sexiest Women" list twice. In 2011, she was named "The Most Beautiful Woman" by "People". The following year, VH1 ranked her the fourth on their list of "100 Sexiest Artists", while "Vibe" magazine named her the most "lustable" celebrity of the past twenty years. In 2014, Lopez stated, "There's this funny notion in America that you can't be a mom and be sexy (...) It's the craziest thing I've ever heard... The truth is that women can be sexy until the day they die."
Lopez is a tabloid fixture and has admitted to having a "less-than-perfect" public image. The media often draw comparisons between Lopez and actress Elizabeth Taylor, due to her numerous failed relationships. In fact, Lopez has been dubbed a "modern-day Liz Taylor" by the media. Lynn Hirschberg of "W" compared her glamorous public persona to that of Taylor. Her style is described by "Billboard"s Lauren Savage as scantily clad. Lopez has been criticized by the animal rights organization PETA for inclusion of fur in her fashion lines and outfits. She has received a bad reputation as being a demanding "diva", something which she denies. In 2003, "The Observer" remarked that Lopez was "the woman immortalised in a million headlines as 'Hollywood's most demanding diva' ... Lopez must wonder what heinous crime she has committed to become the most vilified woman in modern popular culture."
Lopez is regarded as the most influential Hispanic performer in the United States, credited with breaking racial barriers in the entertainment industry. In 1999, "The Record" newspaper observed that she was responsible for the introduction of a Latina presence in the film industry, which was a "whites-only preserve" for much of its history. Described as a "multidimensional artist who had turned into a financial powerhouse", Lopez became the highest-paid actress of Hispanic descent in history. Miriam Jiménez Román stated in "The Afro-Latin Reader: History and Culture in the United States" (2009) that "[she] was able to traverse the difficult racial boundaries". In 2012, business magazine "Forbes" suggested that Lopez "may be the most powerful entertainer on the planet", and named her "the world's most powerful Latino celebrity".
Upon launching her music career in the late 1990s, Lopez contributed to the "Latin explosion" occurring in entertainment at the time. Writing for The Recording Academy, Brian Haack described her as the "breakout female star" of the Latin pop movement in American music. She was featured on the cover of the first issue of "Latina" magazine in 1996, with editor Galina Espinoza stating in 2011 that there is "no recounting of modern Latina history without Jennifer". Around the time her career began to burgeon, the emphasis on Lopez's curvaceous figure grew; scholar Sean Redmond wrote that this was a sign of her role and social power in the cultural changes occurring in the United States. In August 2005, "Time" listed Lopez as one of the most influential Hispanics in America, remarking: "Why? Because over a decade ago, she was an anonymous background dancer on the second-rated sketch-comedy show. Today she's known by two syllables." In February 2007, "People en Español" named her the most influential Hispanic entertainer. In 2014, scientists named a species of aquatic mite found in Puerto Rico, "Litarachna lopezae", after Lopez.
Lopez is considered a global icon, and is often described as a triple threat performer. VH1 ranked her at number 15 on their list of 200 Greatest Pop Culture Icons, number 16 on 100 Greatest Women In Music, and number 21 on 50 Greatest Women of the Video Era. Lopez has been cited as an influence or inspiration by a range of entertainers, including Jessica Alba, Adrienne Bailon, Kat DeLuna, Mike Doughty, Fifth Harmony, Becky G, Selena Gomez, Ryan Guzman, Kelly Key, Q'orianka Kilcher, Demi Lovato, Normani, Pitbull, Francia Raisa, Cierra Ramirez Naya Rivera, Bebe Rexha, Rosa Salazar, Gwen Stefani, Stooshe, and Kerry Washington.
Famed for her distinct style and fashion sense, "Us Weekly" named Lopez "Style Icon" of the 2000s decade. In 2019, the Council of Fashion Designers of America presented her with its Fashion Icon Award for her "long-standing and global impact on fashion". The Green Versace "Jungle Dress" that Lopez wore at the 42nd Annual Grammy Awards in 2000 was voted the fifth most iconic red carpet dress of all time in a poll run by "The Daily Telegraph". The images of Lopez wearing the dress became the most popular search query of all time at that point, and subsequently led to the creation of Google's image search. Her style has influenced a range of celebrities, including Kelly Rowland, Kim Kardashian and Jennifer Love Hewitt. Her record-breaking fragrance line has become the most successful celebrity line in the world, with sales exceeding $2 billion . Her first fragrance, Glow by JLo, has been credited with influencing the rise of celebrity fragrances in the 2000s, with perfume critic Chandler Burr stating: "Elizabeth Taylor was one of the first [to have her own scent], but Glow kicked the whole thing into overdrive." Following the success of Lopez's appointment as a judge on "American Idol" in 2010, a trend of networks hiring "big names" for judging panels on reality shows ensued. "The Hollywood Reporter" branded this "The J.Lo Effect".
, Lopez has sold more than 70 million records worldwide, and her films have grossed a cumulative total of . She remains the only female entertainer to have a number one album and film simultaneously in the United States.
With her second studio album "J.Lo" (2001), Lopez became the first female solo recording artist under Epic Records to achieve a number one album in the United States since its inception in 1953. Her album "J to tha L-O! The Remixes" was acknowledged by the "Guinness World Records" as the first number one remix album in the United States. In 2010, Lopez was honored by the World Music Awards with the Legend Award for her contribution to the arts. Lopez's return to prominence the following year with her single "On the Floor"—among the best-selling singles of all time, and its music video recognized as the "Highest Viewed Female Music Video of All Time" by "Guinness World Records" in 2012—is regarded as one of the greatest musical comebacks in history. In 2013, she was presented with the prestigious landmark 2,500th star on the Hollywood Walk of Fame for her musical contributions, and Univision presented her with the World Icon Award in its Premios Juventud. In 2014, she became the first female recipient of the Billboard Icon Award. "Billboard" magazine ranked her as the ninth greatest dance club artist of all time in 2016. In 2017, she was awarded the Telemundo Star Award. In 2018, Lopez received the Michael Jackson Video Vanguard Award at the 2018 MTV Video Music Awards, making her the first Latin performer to claim the prize since its introduction in 1984.
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Jock Taylor
Jock Taylor (9 March 1954 – 15 August 1982) was a Scottish World Champion motorcycle sidecar racer.
John Robert (Jock) Taylor was born in Pencaitland, East Lothian, and entered his first sidecar race at the age of 19, as the passenger to Kenny Andrews (1974). The following year he took part in his first race as a driver. Taylor died in Finland as a consequence of a racing incident in 1982.
Taylor was the Scottish Sidecar Champion with passenger Lewis Ward in 1977. He won races at East Fortune near Haddington, Beveridge Park in Kirkcaldy and at Knockhill near Dunfermline as well events in England with some success. In 1978 he decided to tackle the odd Grand Prix race and the British Championships and parted company with Ward and teamed up with a new passenger from nearby Haddington called Jimmy Neil. It took some time for the new partnership to gel but by the end of the season they were regularly winning races in England. In 1979 Taylor acquired a Seymaz hub centre steering type outfit and found it not to his liking after two accidents that left Jimmy Neil with a fractured wrist and caused the death of stand-in passenger Dave Powell at Oulton Park in a high-speed crash. With Neil still injured, Taylor used veteran passenger Jimmy Law for the German GP at Hockenheim on his old Windle framed Yamaha where they finished fifth. Although Neil returned at Assen in Holland, it was when he teamed up with former Swedish 125 cc rider Benga Johansson that Taylor took his first Grand Prix victory at the Swedish TT at Karlskoga shortly after. There were further successes towards the end of 1979 in Britain where he finished runner-up in the British Championship behind Dick Greasley. In 1980, Taylor and Benga Johansson won 4 Grand Prix races, and finished on the podium in all seven events they finished. He won the British Championship and won the Isle of Man Sidecar B race to win the Sidecar TT overall. In 1981 he retained his British title and he went on to become a four-time TT race winner. In 1982 Taylor and Johansson raised the sidecar lap record at the Isle of Man TT to 108.29 mph (ca. 175 km/h), a lap record which stood for 7 years.
In the 1982 Finnish Grand Prix, held in Imatra under very wet conditions, Taylor and Johansson's bike aquaplaned and slid off the road and collided with a telephone pole along the closed public road course that was used once a year for the Finnish GP. The emergency services were removing him from the wreckage when a second sidecar team slid off into them. Taylor was sadly killed in the second accident. He was buried in the local cemetery at Pencaitland, and a memorial to him has been erected in the village in December 2006. A memorial also stands in Beveridge Park, Kirkcaldy, overlooking Railway Bend on the old motorcycle racing circuit. Jock Taylor has also a memorial in Imatra, near the paddock of Finnish championship racetrack.
Jock's World championship, and TT 108.29 mph lap record-winning sidecar was bought by friend and fellow competitor Jack Muldoon from Jock's sponsor Dennis Trollope. Jack rescued Jock's outfit from the 5-man consortium who were supposed to restore the bike to its original condition and display it in a museum in Alford, Aberdeenshire. That never happened in the four years that it lay up in Alford in bits in a shed.
Jack Muldoon and family bought Jock's bike in March 2012 and started the restoration work immediately. The sidecar was completely stripped to a bare chassis, with months spent with emery cleaning and polishing the chassis. Due to the 26 years it lay at Donington in the museum and then 4 years up in Aberdeen, the chassis and all components were covered in rust and everything was seized: every component on the bike had to be stripped and cleaned, all bearings in all parts of the chassis were replaced, and the engine was completely rebuilt. It was done with the help of Bill Howarth and Dennis Trollope for all the Yamaha TZ700 parts required in the engine rebuild; Terry Windle, Stuart Mellor, Lockheed, HEL Performance Brake Pipes, Paul Drake Koni Shockers, Yolst Silkoline Oils. By August the restoration was 90% complete – it was the first time in 30 years that the TZ700 engine had run, and it was paraded at the Jock Taylor Memorial race weekend at East Fortune near Edinburgh in August 2012, a few miles from where Jock was born and brought up.
In the year following his death an annual end of season race was established at Knockhill called the Jock Taylor Trophy and it has always attracted the very best crews. Every year sidecar racers travel from all over the UK to race in what has become a prestigious race. In 2012, the race was held at East Fortune where Taylor started his racing career nearly 40 years ago.
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Homosexuality and Judaism
The subject of homosexuality and Judaism dates back to the Torah. The book of Vayikra (Leviticus) is traditionally regarded as classifying sexual intercourse between males as a "to'eivah" (something abhorred or detested) that can be subject to capital punishment by the currently non-existent Sanhedrin under "halakha" (Jewish law).
The issue has been a subject of contention within modern Jewish denominations, and has led to debate and division. Traditionally, Judaism has understood homosexual male "intercourse" as contrary to Judaism, and this opinion is still maintained by Orthodox Judaism. On the other hand, Reconstructionist Judaism and Reform Judaism do not hold this view, and allow homosexual intercourse and same-sex marriage. Conservative Judaism's Committee on Jewish Law and Standards, which until December 2006 held the same position as Orthodoxy, recently issued multiple opinions under its philosophy of pluralism, with one opinion continuing to follow the Orthodox position and another opinion substantially liberalizing its view of homosexual sex and relationships, while continuing to regard certain sexual acts as prohibited.
Allen Bennett became the first openly gay rabbi in the United States in 1978. Lionel Blue was the first British rabbi to publicly declare himself as gay, which he did in 1980.
The Book of Leviticus refers to male homosexual sexual practices twice (JPS):
.וְאֶת-זָכָר, לֹא תִשְׁכַּב מִשְׁכְּבֵי אִשָּׁה — תּוֹעֵבָה הִוא
"Thou shalt not lie with mankind, as with womankind; it is detestable."
- Lev. 18:22
.וְאִישׁ אֲשֶׁר יִשְׁכַּב אֶת-זָכָר מִשְׁכְּבֵי אִשָּׁה — תּוֹעֵבָה עָשׂוּ שְׁנֵיהֶם. מוֹת יוּמָתוּ; דְּמֵיהֶם בָּם
"And if a man lie with mankind, as with womankind, both of them have committed a detestable act: They shall surely be put to death; their blood shall be upon them."
- Lev. 20:13
Deuteronomy 23:17 tells followers: "None of the daughters of Israel shall be a kedeshah, nor shall any of the sons of Israel be a Kadesh." This has been interpreted as prohibiting the "sons of Israel" from serving as a homosexual temple prostitute.
The story of Ruth and Naomi in the "Book of Ruth" is also occasionally interpreted as the story of a lesbian couple, while the biblical description of the relationship between David and Jonathan in the "Book of Kings" is sometimes interpreted as male homosexual love.
Like many similar commandments, the stated punishment for willful violation was the death penalty, though minors under 13 years of age were exempt from this, as from any other penalty. However, even in Biblical times, it was very difficult to get a conviction that would lead to this prescribed punishment. The Jewish Oral Law states that capital punishment would be applicable only if two men were caught in the act of anal sex, if there were two witnesses to the act, if the men involved were warned that they committed a capital offense, and the two men — or the willing party, in case of rape — subsequently acknowledged the warning, but continued to engage in the prohibited act anyway. In fact, there is no account of capital punishment, in regards to this law, in Jewish history.
Rabbinic tradition understands the Torah's system of capital punishment to not be in effect for the past approximately 2,000 years, in the absence of a Sanhedrin and Temple.
Classical rabbinic Jewish sources do not specifically mention that homosexual "attraction" is inherently sinful. However, someone who has had homosexual "intercourse" is considered to have violated a prohibition. If he does teshuva (repentance), i. e., he ceases his forbidden actions, regrets what he has done, apologizes to God, and makes a binding resolution never to repeat those actions, he is seen to be forgiven by God.
Why lesbianism is not explicitly prohibited in the Bible has become a matter of interpretation. Suggestions range from the idea that in ancient times, only acts in which men emitted semen were defined as sexual, to the assumption that in biblical times, sexual attraction between women did not exist, to the belief that religious rules that apply to men automatically apply to women.
Sexual liaisons between women are, however, viewed as forbidden by Orthodox rabbis. This view is based on a Drash interpretation of the Biblical verse, "Do not follow the ways of Egypt, where you once lived, nor of Canaan, where I will be bringing you. Do not follow any of their customs." (Leviticus 18:3).
The Talmud prohibits any activity which it defines as mesolelot or tribadism (women rubbing genitals together). The main concern in the Talmud was whether women who carried out acts were eligible to marry a member of the priesthood. It was doubtful whether this activity removed their status as a virgin, or made them a harlot. Maimonides suggests that this behavior should not disqualify a woman from marrying a priest. Talmudic law limits the penalty for lesbianism to flagellation, rather than the death penalty.
The Babylonian Talmud is one of the few ancient religious texts that makes reference to same-sex marriage: "'Ula said: Non-Jews [litt. Bnei Noach, the progeny of Noah] accepted upon themselves thirty mitzvot [divinely ordered laws], but they only abide by three of them: The first one is that they do not write marriage documents for male couples, the second one is that they don't sell dead [human] meat by the pound in stores, and the third one is that they respect the Torah.'"
The Midrash Rabba states: "Rabbi Huna in the name of Rabbi Joseph [said]: "The generation of the flood was not obliterated from the world until they wrote marriage contracts from males and beasts.""
The "Pesikta Zutrasa" interprets the reason for the prohibition in Leviticus against (male) homosexuality in terms of homosexuality being non-procreative. Nachmanides and the author of the "Sefer Hachinuch" similarly follow this interpretation.
The Tosafot, the Rosh and the Ran understand the reason for the prohibition as that as a result of (male) homosexuality, a man abandons his wife to pursue a homosexual relation.
While a variety of views regarding homosexuality as an inclination or status exist within the Orthodox Jewish community, Orthodox Judaism generally prohibits homosexual conduct. While there is some disagreement about which male homosexual acts come under core prohibitions, the majority of Orthodox Judaism puts male-male anal sex in the category of "yehareg ve'al ya'avor", "die rather than transgress", the small category of Biblically-prohibited acts (also including murder, idolatry, adultery, and incest) which an Orthodox Jew is obligated under the laws of Self-sacrifice under Jewish Law to die rather than do. Similarly, some consider lesbianism a martyrdom-demanding transgression if only based upon the principle of "abizrayhu" (corollary prohibitions of the more severe martyrdom-requiring prohibitions). According to the Talmud, homosexual acts are forbidden between non-Jews as well, and this is included among the sexual restrictions of the Noachide laws. The archetypal model in Judaism is marital heterosexuality with celibacy, fornication, incest, bestiality and homosexuality seen to be part of a continuous prism of wrong.
In a speech given in 1986, the Lubavitcher Rebbe, Rabbi Menachem Mendel Schneerson, discussed "individuals who express an inclination towards a particular form of physical relationship in which the libidinal gratification is sought with members of one's own gender". He wrote that "society and government must be to offer a helping hand to those who are afflicted with this problem".
Rabbi Dr. Immanuel Jakobovits, in his entry "Homosexuality" in the "Encyclopedia Judaica" (Keter Publishing), describes the traditional opinion on homosexuality in this way: "Jewish law [...] rejects the view that homosexuality is to be regarded merely as a disease or as morally neutral... Jewish law holds that no hedonistic ethic, even if called "love", can justify the morality of homosexuality any more than it can legitimize adultery or incest, however genuinely such acts may be performed out of love and by mutual consent." Rabbi Norman Lamm (the Chancellor, "Rosh Yeshiva" ["head of the yeshiva"], and former president of Yeshiva University, a major Modern Orthodox Jewish institution) advocated that some (although not all) homosexuals should be viewed as diseased and in need of compassion and treatment, rather than willful rebels who should be ostracized. He distinguishes between six varieties of homosexuals, including "genuine homosexuals" who have "strong preferential erotic feelings for members of the same sex", "transitory" and "situational" homosexuals who would prefer heterosexual intercourse but are denied it or seek gain in homosexuality, and heterosexuals who are merely curious.
When Steven Greenberg, who received Orthodox rabbinic ordination, publicly announced in 1999 that he was homosexual, there was a significant response from rabbis of all denominations reported in the Jewish newspapers. Rabbi Moshe Tendler, a leading rabbi at Yeshiva University, stated, "It is very sad that an individual who attended our yeshiva sunk to the depths of what we consider a depraved society." As Greenberg has a rabbinic ordination from the Orthodox rabbinical seminary of Yeshiva University (RIETS), he is generally described as the first openly gay Orthodox Jewish rabbi. However, some Orthodox Jews, including many rabbis, dispute his being an Orthodox rabbi.
Orthodox Israeli rabbi Ron Yosef became in 2009 the first Israeli Orthodox Rabbi to come out, by appearing in Uvda ("Fact"), Israel's leading investigative television program, in an episode regarding conversion therapies in Israel. Yosef remains in his position as a pulpit Rabbi. Yosef testified that his Yemenite congregation did not accept him being a homosexual very easily and it took them a while to accept it.Yosef received death threats in the year leading up to the 2009 Tel Aviv gay centre shooting. In 2013, he stated he is in a relationship with a man. Yosef has stated his approach to the issue of homosexuality in Judaism as follows: "It is clear to me that lying with another man is forbidden, and our starting point is commitment to halacha and Torah. The goal is not to seek permission. But you need to give us a shoulder and support."
In 2019 Daniel Atwood became the first openly gay Orthodox person to be ordained as a rabbi; he was ordained by the rabbi Daniel Landes, in Jerusalem.
In an open letter distributed to Orthodox community leaders, the Hod organization appealed to the Orthodox community to recognize them as part of the religious society. This was sent to over 100 rabbis in 2008, and eventually was known as the "Document of Principles". In part, the document states:
Up to 2013, 163 Orthodox rabbis from Israel and abroad have signed this statement, among them: rabbi Yuval Cherlow, rabbi Binyamin Lau, rabbi Haim Navon, rabbi Daniel Sperber, rabbi Eliezer Melamed, rabbi Shai Piron, and rabbi Yehuda Gilad.
In 2010, TorahWeb.org published a brief position statement entitled "Torah View on Homosexuality". It was co-authored by Rav Hershel Schachter, Rav Mordechai Willig, Rav Michael Rosensweig, and Rav Mayer Twersky. These four are all roshei yeshiva (i. e., rabbinic leaders) at the Rabbi Isaac Elchanan Theological Seminary at Yeshiva University, the largest and most influential Modern Orthodox rabbinic program in America. In part, the statement reads:
On July 22, 2010, a "Statement of Principles on the Place of Jews with a Homosexual Orientation in Our Community" was released. It was written primarily by Nathaniel Helfgot, Aryeh Klapper, and Yitzchak Blau. Signatories include more than a hundred rabbis and laypeople. Some of the statement's more notable supporters are Rabbi Marc Angel, co-founder of The Rabbinic Fellowship; Rabbi Shlomo Riskin, founder of Lincoln Square Synagogue, Efrat, and Ohr Torah Stone Institutions; and Rabbi Avi Weiss, head of the Hebrew Institute of Riverdale, founder of Yeshivat Chovevei Torah and Yeshivat Maharat, and co-founder of The Rabbinic Fellowship.
The statement affirms that homosexual activity is prohibited, saying inter alia that "Halakhah sees heterosexual marriage as the ideal model and sole legitimate outlet for human sexual expression"; "Halakhic Judaism views all male and female same-sex sexual interactions as prohibited"; and "halakhic values proscribe individuals and communities from encouraging practices that grant religious legitimacy to gay marriage and couplehood". The statement emphasizes the community obligation to treat its gay friends, family, and community members with compassion and respect.
Some of the statement's points that diverge from other common Orthodox positions are:
An edict signed by dozens of Israeli Orthodox rabbis and published in 2016 by the Israeli Modern Orthodox rabbinic group Beit Hillel, a group which promotes inclusiveness in Orthodox Judaism, stated, in part, "According to the Torah and halacha, the [same-sex sexual] acts are forbidden, but not the proclivities, and therefore, people with same-sex tendencies, men and women, have no invalidation in halacha or tradition. They are obligated by the commandments of the Torah, they can fulfill a [ritual] obligation on behalf of the public, and carry out all of the community functions just like any member." It also stated, in part, "Just as it [is] inconceivable to mock someone for being physically, behaviorally, or mentally different, so too those with same-sex tendencies should not be mocked. On the contrary, those around them — family and community — should show special feeling for them, and apply to them the Torah commandment of 'Love thy neighbor as thyself' and to be diligent in avoiding the prohibition of insulting another."
JONAH was a Jewish ex-gay organization that focuses on "prevention, intervention, and healing of the underlying issues causing same-sex attractions". In 2012, four former clients of JONAH sued the organization for fraud, claiming that it sold them therapies that were ineffective and counterproductive. Soon after in that same year, the Rabbinical Council of America (RCA), a professional association of more than 1,000 Orthodox rabbis around the world, sent an open email to its members that it no longer supported reparative therapy generally, or JONAH specifically. In 2015, a New Jersey jury found JONAH guilty of consumer fraud for promising to be able to change its clients' sexual urges and determined its commercial practices to be unconscionable. As part of the sentence, JONAH was required to cease all operations, but continues to operate under the name JIFGA as of 2018.
UK Chief Rabbi Jonathan Sacks wrote the foreword to Rabbi Chaim Rapoport's book "Judaism and Homosexuality: An Authentic Orthodox View". In the foreword, Rabbi Sacks has written: "Compassion, sympathy, empathy, understanding - these are essential elements of Judaism. They are what homosexual Jews who care about Judaism need from us today."
Modern Orthodox leader Rabbi Aharon Lichtenstein is reported to have said that the intensity of Orthodox community's condemnation of homosexuality goes beyond what its status as a religious transgression warrants, and that he feels toward homosexual people "criticism, disapproval, but tempered with an element of sympathy".
In both the United States and in Israel several groups have sprung up in the last few years that seek to support those who identify as both Orthodox and homosexual; support Orthodox parents of LGBT children; and promote understanding of homosexuality within Orthodox communities and among Orthodox rabbis. These include an umbrella organization called Eshel, the Gay and Lesbian Yeshiva Day School Alumni Association, the women's group OrthoDykes, the youth group JQYouth, the American-Israeli group headquartered in Jerusalem Bat Kol and the Israeli group Hod ("Majesty"). In 2012, Hod held an advertising campaign against conversion therapies and for self-acceptance of the religious homosexual community in Israel. Online blogs and support groups have enabled many to find other Orthodox LGBT people with whom to share the conflict between Orthodox religious and social norms and LGBT self-identification.
Orthodox rabbis Shmuley Boteach and Zev Farber have questioned the opposition of orthodox groups to government recognition of same-sex civil marriages, arguing that although Judaism does not condone homosexuality, governments should not enforce any particular religion's view of marriage, and that conferring civil benefits to committed homosexual couples should be viewed as promoting family values. Orthodox Rabbi Shmuly Yanklowitz declared that the Jewish values of justice, equality, and dignity lead him to support the cause of gay rights and advocate for same-sex civil marriage.
In November 2016, dozens of LGBT activists protested in Jerusalem against comments reportedly made by the city's chief rabbi Rabbi Shlomo Amar, who reportedly told an Israeli newspaper that gay people were an "abomination", and homosexuality a "cult".
In 2017, the Senior Rabbi of the Spanish & Portuguese Sephardi Community Joseph Dweck gave a class describing "the entire revolution of feminism and even homosexuality in our society ... is a fantastic development for humanity". These words were condemned by Rabbi Aaron Bassous as "false and misguided ... corrupt from beginning to end". This affair caused Dweck to step down from the Sephardic Beth Din but not as a communal leader.
In 2019, Rabbi Daniel Landes wrote, "Leviticus 18:22 ... has not been erased from the Torah. But that biblical commandment does not give us license to ignore or abuse the significant number of carefully observant Jews who are LGBTQ."
As a matter of both Jewish law and institutional policy, Conservative ("Masorti") Judaism has wrestled with homosexuality issues since the 1980s.
Conservative Jewish writer Herschell Matt initially argued that homosexuals may be excused because Judaism does recognise 'constraint' as a valid excuse to disobey the law. However, Matt later shifted to outright support for homosexuality, viewing it as part of the natural order. Conservative Rabbi Robert Kirshchner states that Jews have historically adapted their laws to new circumstances, indicating accommodation for homosexuality.
In Conservative Judaism, the Committee on Jewish Law and Standards (CJLS) of the Rabbinical Assembly makes the movement's decisions concerning Jewish law. In 1992, the CJLS action affirmed its traditional prohibition on homosexual conduct, blessing same-sex unions, and ordaining openly gay/lesbian/bisexual clergy. However, these prohibitions grew increasingly controversial within the Conservative movement.
In 2006, the CJLS shifted its position and paved the way for significant changes regarding the Conservative movement's policies toward homosexuality. On December 6, 2006, The CJLS adopted three distinct responsa reflecting very different approaches to the subject. One responsum substantially liberalized Conservative Judaism's approach including lifting most (but not all) classical prohibitions on homosexual conduct and permitted the blessing of homosexual unions and the ordination of openly gay/lesbian/bisexual clergy. Two others completely retained traditional prohibitions. Under the rules of the Conservative movement, the adoption of multiple opinions permits individual Conservative rabbis, congregations, and rabbinical schools to select which opinion to accept, and hence to choose individually whether to maintain a traditional prohibition on homosexual conduct, or to permit openly gay/lesbian/bisexual unions and clergy.
The liberalizing responsum, adopted as a majority opinion by 13 of 25 votes, was authored by Rabbis Elliot N. Dorff, Daniel Nevins, and Avram Reisner. It lifted most restrictions on homosexual conduct and opened the way to the ordination of openly gay/lesbian/bisexual rabbis and cantors and acceptance of homosexual unions, but stopped short of religiously recognizing same-sex marriage. The responsum invoked the Talmudic principle of "kavod habriyot", which the authors translated as "human dignity", as authority for this approach. The responsum maintained a prohibition on male-male anal sex, which it described as the sole Biblically prohibited homosexual act. This act remains a "yehareg ve'al ya'avor" ("die rather than transgress" offense) under the decision.
Two traditionalist responsa were adopted. A responsum by Rabbi Joel Roth, adopted as a majority opinion by 13 votes, reaffirmed a general complete prohibition on homosexual conduct. A second responsum by Rabbi Leonard Levy, adopted as a minority opinion by 6 votes, delineated ways in which to ensure that gays and lesbians would be accorded human dignity and a respected place in Conservative communities and institutions while maintaining the authority of the traditional prohibitions against same-sex sexual activity.
The Committee rejected a fourth paper by Gordon Tucker which would have lifted all restrictions on homosexual sexual practices.
The consequences of the decision have been mixed. On the one hand, four members of the Committee - Rabbis Joel Roth, Leonard Levy, Mayer Rabinowitz, and Joseph Prouser - resigned from the CJLS following adoption of the change. On the other hand, the Ziegler School of Rabbinic Studies of the University of Judaism (now the American Jewish University) in Los Angeles had previously stated that it will immediately begin admitting gay/lesbian/bisexual students as soon as the law committee passes a policy that sanctions such ordination. On March 26, 2007, the Jewish Theological Seminary of America in New York followed suit and began accepting openly gay/lesbian/bisexual candidates for admission for their Rabbinical program.
In June 2012, the American branch of Conservative Judaism formally approved same-sex marriage ceremonies in a 13–0 vote.
Meanwhile, Masorti synagogues in Europe and Israel, which have historically been somewhat more traditional than the American movement, continue to maintain a complete ban on homosexual and bisexual conduct, clergy, and unions. As such, most Conservative rabbis outside the United States are exercising their authority as local rabbinic authorities ("mara d'atra") to reject the more liberal responsa. The head of the Israeli Masorti movement's Vaad Halakha (equivalent to the CJLS), Rabbi David Golinkin, wrote the CJLS protesting its reconsideration of the traditional ban on homosexual conduct. The Masorti movements in Argentina, Hungary, and the United Kingdom have indicated that they will not admit or ordain openly gay/lesbian/bisexual rabbinical students. The Masorti Movement's Israeli seminar also rejected a change in its view of the status of homosexual conduct, stating that, "Jewish law has traditionally prohibited homosexuality".
Rabbi Bradley Artson, Dean of the Rabbinic School at American Jewish University, claims to have studied every reference he could find to homosexual activity mentioned in ancient Greek and Latin writers. Every citation he found described an encounter between males where one party, the master, physically abused another, the slave. Rabbi Artson could not find a single example where one partner was not subservient to the other. "Homosexual relationships today", Rabbi Artson says, "should not be compared to the ancient world. I know too many homosexual individuals, including close friends and relatives, who are committed to one another in loving long-term monogamous relationships. I know too many same-sex couples that are loving parents raising good descent ethical children. Who's to say their family relationships are less sanctified in the eyes of God than mine is with my wife and our children?"
The Reform Judaism movement, the largest branch of Judaism in North America, has rejected the traditional view of Jewish Law on homosexuality and bisexuality. As such, they do not prohibit ordination of openly gay, lesbian, and bisexual people as rabbis and cantors. They view Levitical laws as sometimes seen to be referring to prostitution, making it a stand against Jews adopting the idolatrous fertility cults and practices of the neighbouring Canaanite nations, rather than a blanket condemnation of same-sex intercourse, homosexuality, or bisexuality. Reform authorities consider that, in light of what is seen as current scientific evidence about the nature of homosexuality and bisexuality as inborn sexual orientations, a new interpretation of the law is required.
In 1972, Beth Chayim Chadashim, the world's first explicitly-gay-and-lesbian-centered synagogue recognized by the Reform Jewish community, was established in West Los Angeles, resulting in a slew of non-Orthodox congregations being established along similar lines. Beth Chayim Chadashim now focuses on the entire LGBT community, rather than just gays and lesbians.
In 1977, the Central Conference of American Rabbis (CCAR), which is the Union for Reform Judaism's principal body, adopted a resolution calling for legislation decriminalizing homosexual acts between consenting adults, and calling for an end to discrimination against gays and lesbians. The resolution called on Reform Jewish organizations to develop programs to implement this stand.
Reform rabbi Lionel Blue was the first British rabbi to publicly declare himself as gay, which he did in 1980.
In the late 1980s, the primary seminary of the Reform movement, Hebrew Union College-Jewish Institute of Religion, changed its admission requirements to allow openly gay and lesbian people to join the student body.
In 1990, the Union for Reform Judaism announced a national policy declaring lesbian and gay Jews to be full and equal members of the religious community. Also in 1990, the CCAR officially endorsed a report of their own Ad Hoc Committee on Homosexuality and the Rabbinate. This position paper urged that "all rabbis, regardless of sexual orientation, be accorded the opportunity to fulfill the sacred vocation that they have chosen". The committee endorsed the view that "all Jews are religiously equal, regardless of their sexual orientation".
In 1995, Reform Rabbi Margaret Wenig's essay "Truly Welcoming Lesbian and Gay Jews" was published in "The Jewish Condition: Essays on Contemporary Judaism Honoring [Reform] Rabbi Alexander M. Schindler"; it was the first published argument to the Jewish community on behalf of civil marriage for gay couples.
In 1996, the CCAR passed a resolution approving same-sex civil marriage. However, this same resolution made a distinction between civil marriages and religious marriages; this resolution thus stated:
In 1998, an ad hoc CCAR committee on Human Sexuality issued its majority report (11 to 1, 1 abstention) which stated that the holiness within a Jewish marriage "may be present in committed same gender relationships between two Jews and that these relationships can serve as the foundation of stable Jewish families, thus adding strength to the Jewish community". The report called for the CCAR to support rabbis in officiating at same-sex marriages. Also in 1998, the Responsa Committee of the CCAR issued a lengthy "teshuvah" (rabbinical opinion) that offered detailed argumentation in support of both sides of the question whether a rabbi may officiate at a commitment ceremony for a same-sex couple.
In March 2000, the CCAR issued a new resolution stating that, "We do hereby resolve that the relationship of a Jewish, same gender couple is worthy of affirmation through appropriate Jewish ritual, and further resolve, that we recognize the diversity of opinions within our ranks on this issue. We support the decision of those who choose to officiate at rituals of union for same-sex couples, and we support the decision of those who do not."
Also in 2000, Hebrew Union College-Jewish Institute of Religion established the Institute for Judaism, Sexual Orientation & Gender Identity to "educate HUC-JIR students on lesbian, gay, bisexual, and transgender issues to help them challenge and eliminate homophobia and heterosexism; and to learn tools to be able to transform the communities they encounter into ones that are inclusive and welcoming of LGBT Jews". It is the first and only institute of its kind in the Jewish world.
In 2003, the Union for Reform Judaism retroactively applied its pro-rights policy on gays and lesbians to the bisexual and transgender communities, issuing a resolution titled, "Support for the Inclusion and Acceptance of the Transgender and Bisexual Communities".
Also in 2003, Women of Reform Judaism issued a statement describing their support for human and civil rights and the struggles of the bisexual and transgender communities, and saying, "Women of Reform Judaism accordingly: Calls for civil rights protections from all forms of discrimination against bisexual and transgender individuals; Urges that such legislation allows transgender individuals to be seen under the law as the gender by which they identify; and
Calls upon sisterhoods to hold informative programs about the transgender and bisexual communities."
In 2009, "Siddur Sha'ar Zahav", the first complete prayer book to address the lives and needs of LGBTQ as well as straight Jews, was published. Publisher: J Levine Judaica & Sha'ar Zahav (2009); ; . Sha'ar Zahav is a progressive Reform synagogue in San Francisco.
In 2014, the CCAR joined a lawsuit challenging North Carolina's ban on same-sex marriage, which is America's first faith-based challenge to same-sex marriage bans.
In 2015, Rabbi Denise Eger became the first openly gay president of the CCAR.
Also in 2015, the High Holy Days Reform Jewish prayer book Mishkan HaNefesh was released; it is intended as a companion to Mishkan T'filah. Mishkan HaNefesh can be translated as "sanctuary of the soul". It replaces a line from the Reform movement's earlier prayerbook, "Gates of Repentance", that mentioned the joy of a bride and groom specifically, with the line "rejoicing with couples under the chuppah [wedding canopy]", and adds a third, non-gendered option to the way worshippers are called to the Torah, offering "mibeit", Hebrew for "from the house of", in addition to the traditional "son of" or "daughter of". The Mishkan HaNefesh includes several sets of translations for the traditional prayers. Psalm 23 includes the familiar "traditional" translation, an adaptation that is considered "gender-sensitive" but remains faithful to the traditional version, a feminist adaption from Phyllis Appell Bass, and the fourth was published in 1978 by a contemporary rabbi.
The Reconstructionist movement sees homosexuality and bisexuality as normal expressions of sexuality and welcomes gays, bisexuals, and lesbians into Reconstructionist communities to participate fully in every aspect of community life. Since 1985, the Reconstructionist Rabbinical College has admitted openly gay, bisexual, and lesbian candidates to their rabbinical and cantorial programs. In 1993, a movement Commission issued: "Homosexuality and Judaism: The Reconstructionist Position". The Reconstructionist Rabbinical Association (RRA) encourages its members to officiate at same-sex marriages/commitment ceremonies, though the RRA does not require its members to officiate at them. In 2007, the Reconstructionist Rabbinical Association elected as president Rabbi Toba Spitzer, the first openly LGBT person chosen to head a rabbinical association in the United States. In 2011 Sandra Lawson became the first openly homosexual African-American and first African-American admitted to the Reconstructionist Rabbinical College; she was ordained in June 2018, which made her the first openly homosexual, female, black rabbi in the world. In 2013, the Reconstructionist Rabbinical Association elected as president Rabbi Jason Klein, the first openly gay man chosen to head a national rabbinical association of one of the major Jewish denominations in the United States. Also in 2013, Rabbi Deborah Waxman was elected as the president of the Reconstructionist Rabbinical College. As the President, she is believed to be the first woman and first lesbian to lead a Jewish congregational union, and the first female rabbi and first lesbian to lead a Jewish seminary; the Reconstructionist Rabbinical College is both a congregational union and a seminary.
Jewish Renewal is a recent movement in Judaism which endeavors to reinvigorate modern Judaism with Kabbalistic, Hasidic, musical and meditative practices; it describes itself as "a worldwide, transdenominational movement grounded in Judaism's prophetic and mystical traditions". The Jewish Renewal movement ordains people of all sexual orientations as rabbis and cantors. In 2005, Eli Cohen became the first openly gay rabbi ordained by the Jewish Renewal Movement, followed by Chaya Gusfield and Rabbi Lori Klein in 2006, who became the two first openly lesbian rabbis ordained by the Jewish Renewal movement. In 2007, Jalda Rebling, born in Amsterdam and now living in Germany, became the first openly lesbian cantor ordained by the Jewish Renewal movement. In 2011, the bisexual rights activist Debra Kolodny was ordained as a rabbi by the Jewish Renewal movement and hired as the rabbi for congregation P'nai Or of Portland. The Statement of Principles of ALEPH: Alliance for Jewish Renewal (and OHALAH and the Rabbinic Pastors Association) states in part, "We welcome and recognize the sanctity of every individual regardless of sexual orientation or gender identity. We recognize respectful and mutual expressions of adult human sexuality as potentially sacred expressions of love, and therefore, we strive to welcome a variety of constellations of intimate relationships and family forms including gay, lesbian, and heterosexual relationships as well as people choosing to be single."
Humanistic Judaism is a movement in Judaism that offers a non-theistic alternative in contemporary Jewish life. In 2004, the Society for Humanistic Judaism issued a resolution supporting "the legal recognition of marriage and divorce between adults of the same sex", and affirming "the value of marriage between any two committed adults with the sense of obligations, responsibilities, and consequences thereof". In 2010 they pledged to speak out against homophobic bullying. The Association of Humanistic Rabbis has also issued a pro-LGBT statement titled "In Support of Diverse Sexualities and Gender Identities". It was adopted in 2003 and issued in 2004.
Jewish LGBT rights advocates and sympathetic clergy have created various institutions within Jewish life to accommodate gay, lesbian, bisexual, and transgender parishioners. Beth Chayim Chadashim, established in 1972 in West Los Angeles, was the world's first explicitly-gay-and-lesbian-centered synagogue recognized by the Reform Jewish community, resulting in a slew of non-Orthodox congregations being established along similar lines, including Congregation Beit Simchat Torah in New York City, Bet Mishpachah in Washington, D. C., and Congregation Or Chadash in Chicago. Beth Chayim Chadashim now focuses on the entire LGBT community, rather than just gays and lesbians.
LGBT-inclusive services and ceremonies specific to Jewish religious culture have also been created, ranging from LGBT-affirmative haggadot for Passover to a "Stonewall Shabbat Seder".
In October 2012 Rainbow Jews, an oral history project showcasing the lives of Jewish bisexual, lesbian, gay, and transgender people in the United Kingdom from the 1950s until the present, was launched. It is the United Kingdom's first archive of Jewish bisexual, lesbian, gay, and transgender history.
The ONE National Gay and Lesbian Archives has, among other things, the Twice Blessed Collection, circa 1966-2000; this collection "consists of materials documenting the Jewish lesbian, gay, bisexual, and transgender experience, circa 1966-2000, collected by the Jewish Gay, Lesbian, Bisexual, and Transgender Archives, founded and operated by Johnny Abush".
Recent research by the sociocultural psychologist, Chana Etengoff, has highlighted the therapeutic benefits of LGBTQ petitions to religious leaders, including meaning-making, social action, agency and empowerment.
Research References:
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https://en.wikipedia.org/wiki?curid=16186
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John Dewey
John Dewey (; October 20, 1859 – June 1, 1952) was an American philosopher, psychologist, and educational reformer whose ideas have been influential in education and social reform. He is regarded as one of the most prominent American scholars in the first half of the twentieth century.
The overriding theme of Dewey's works was his profound belief in democracy, be it in politics, education, or communication and journalism. As Dewey himself stated in 1888, while still at the University of Michigan, "Democracy and the one, ultimate, ethical ideal of humanity are to my mind synonymous." Known for his advocacy of democracy, Dewey considered two fundamental elements—schools and civil society—to be major topics needing attention and reconstruction to encourage experimental intelligence and plurality. Dewey asserted that complete democracy was to be obtained not just by extending voting rights but also by ensuring that there exists a fully formed public opinion, accomplished by communication among citizens, experts, and politicians, with the latter being accountable for the policies they adopt.
Dewey was one of the primary figures associated with the philosophy of pragmatism and is considered one of the fathers of functional psychology. His paper "The Reflex Arc Concept in Psychology," published in 1896, is regarded as the first major work in the (Chicago) functionalist school. A "Review of General Psychology" survey, published in 2002, ranked Dewey as the 93rd most cited psychologist of the 20th century.
Dewey was also a major educational reformer for the 20th century. A well-known public intellectual, he was a major voice of progressive education and liberalism. While a professor at the University of Chicago, he founded the University of Chicago Laboratory Schools, where he was able to apply and test his progressive ideas on pedagogical method. Although Dewey is known best for his publications about education, he also wrote about many other topics, including epistemology, metaphysics, aesthetics, art, logic, social theory, and ethics.
John Dewey was born in Burlington, Vermont to a family of modest means. He was one of four boys born to Archibald Sprague Dewey and Lucina Artemisia Rich Dewey. Their second son was also named John, but he died in an accident on January 17, 1859. The second John Dewey was born October 20, 1859, forty weeks after the death of his older brother. Like his older, surviving brother, Davis Rich Dewey, he attended the University of Vermont, where he was initiated into Delta Psi, and graduated Phi Beta Kappa in 1879. A significant professor of Dewey's at the University of Vermont was Henry Augustus Pearson Torrey (H. A. P. Torrey), the son-in-law and nephew of former University of Vermont president Joseph Torrey. Dewey studied privately with Torrey between his graduation from Vermont and his enrollment at Johns Hopkins University.
After two years as a high-school teacher in Oil City, Pennsylvania and one year as an elementary-school teacher in the small town of Charlotte, Vermont, Dewey decided that he was unsuited for teaching primary or secondary school. After studying with George Sylvester Morris, Charles Sanders Peirce, Herbert Baxter Adams, and G. Stanley Hall, Dewey received his Ph.D. from the School of Arts & Sciences at Johns Hopkins University. In 1884, he accepted a faculty position at the University of Michigan (1884–88 and 1889–94) with the help of George Sylvester Morris. His unpublished and now lost dissertation was titled "The Psychology of Kant."
In 1894 Dewey joined the newly founded University of Chicago (1894–1904) where he developed his belief in Rational Empiricism, becoming associated with the newly emerging Pragmatic philosophy. His time at the University of Chicago resulted in four essays collectively entitled "Thought and its Subject-Matter", which was published with collected works from his colleagues at Chicago under the collective title "Studies in Logical Theory" (1903). During that time Dewey also initiated the University of Chicago Laboratory Schools, where he was able to actualize the pedagogical beliefs that provided material for his first major work on education, "The School and Society" (1899). Disagreements with the administration ultimately caused his resignation from the university, and soon thereafter he relocated near the East Coast. In 1899, Dewey was elected president of the American Psychological Association (A.P.A.). From 1904 until his retirement in 1930 he was professor of philosophy at Columbia University. In 1905 he became president of the American Philosophical Association. He was a longtime member of the American Federation of Teachers.
Along with the historians Charles A. Beard and James Harvey Robinson, and the economist Thorstein Veblen, Dewey is one of the founders of The New School. Dewey's most significant writings were "The Reflex Arc Concept in Psychology" (1896), a critique of a standard psychological concept and the basis of all his further work; "Democracy and Education" (1916), his celebrated work on progressive education; "Human Nature and Conduct" (1922), a study of the function of habit in human behavior; "The Public and its Problems" (1927), a defense of democracy written in response to Walter Lippmann's "The Phantom Public" (1925); "Experience and Nature" (1925), Dewey's most "metaphysical" statement; "Impressions of Soviet Russia and the Revolutionary World" (1929), a glowing travelogue from the nascent USSR; "Art as Experience" (1934), Dewey's major work on aesthetics; "A Common Faith" (1934), a humanistic study of religion originally delivered as the Dwight H. Terry Lectureship at Yale; "" (1938), a statement of Dewey's unusual conception of logic; "Freedom and Culture" (1939), a political work examining the roots of fascism; and "Knowing and the Known" (1949), a book written in conjunction with Arthur F. Bentley that systematically outlines the concept of trans-action, which is central to his other works (see Transactionalism). While each of these works focuses on one particular philosophical theme, Dewey included his major themes in most of what he published. He published more than 700 articles in 140 journals, and approximately 40 books.
Reflecting his immense influence on 20th-century thought, Hilda Neatby wrote "Dewey has been to our age what Aristotle was to the later Middle Ages, not a philosopher, but "the" philosopher."
Dewey married Alice Chipman in 1886 shortly after Chipman graduated with her PhD from the University of Michigan. The two had six children: Frederick Archibald Dewey, Evelyn Riggs Dewey, Morris (who died young), Gordon Chipman Dewey, Lucy Alice Chipman Dewey, and Jane Mary Dewey. Alice Chipman died in 1927 at the age of 68; weakened by a case of malaria contracted during a trip to Turkey in 1924 and a heart attack during a trip to Mexico City in 1926, she died from cerebral thrombosis on July 13, 1927. Dewey married Estelle Roberta Lowitz Grant, "a longtime friend and companion for several years before their marriage" on December 11, 1946. At Roberta's behest, the couple adopted two siblings, Lewis (changed to John, Jr.) and Shirley. John Dewey died of pneumonia on June 1, 1952 at his home in New York City after years of ill-health and was cremated the next day.
The United States Postal Service honored Dewey with a Prominent Americans series 30¢ postage stamp in 1968.
In 1919, Dewey and his wife traveled to Japan on sabbatical leave. Though Dewey and his wife were well received by the people of Japan during this trip, Dewey was also critical of the nation's governing system and claimed that the nation's path towards democracy was "ambitious but weak in many respects in which her competitors are strong." He also stated that "the real test has not yet come. But if the nominally democratic world should go back on the professions so profusely uttered during war days, the shock will be enormous, and bureaucracy and militarism might come back."
During his trip to Japan, Dewey was invited by Peking University to visit China, probably at the behest of his former students, Hu Shih and Chiang Monlin. Dewey and his wife Alice arrived in Shanghai on April 30, 1919, just days before student demonstrators took to the streets of Peking to protest the decision of the Allies in Paris to cede the German held territories in Shandong province to Japan. Their demonstrations on May Fourth excited and energized Dewey, and he ended up staying in China for two years, leaving in July 1921.
In these two years, Dewey gave nearly 200 lectures to Chinese audiences and wrote nearly monthly articles for Americans in "The New Republic" and other magazines. Well aware of both Japanese expansionism into China and the attraction of Bolshevism to some Chinese, Dewey advocated that Americans support China's transformation and that Chinese base this transformation in education and social reforms, not revolution. Hundreds and sometimes thousands of people attended the lectures, which were interpreted by Hu Shih. For these audiences, Dewey represented "Mr. Democracy" and "Mr. Science," the two personifications which they thought of representing modern values and hailed him as "Second Confucius". His lectures were lost at the time, but have been rediscovered and published in 2015.
Zhixin Su states:
Dewey urged the Chinese to not import any Western educational model. He recommended to educators such as Tao Xingzhi, that they use pragmatism to devise their own model school system at the national level. However the national government was weak, and the provinces largely controlled by warlords so his suggestions were praised at the national level but not implemented. However, there were a few implementations locally. Dewey's ideas did have influence in Hong Kong, and in Taiwan after the nationalist government fled there. In most of China, Confucian scholars controlled the local educational system before 1949 and they simply ignored Dewey and Western ideas. In Marxist and Maoist China, Dewey's ideas were systematically denounced.
Dewey and his daughter Jane went to South Africa in July 1934, at the invitation of the World Conference of New Education Fellowship in Cape Town and Johannesburg, where he delivered several talks. The conference was opened by the South African Minister of Education Jan Hofmeyr, and Deputy Prime Minister Jan Smuts. Other speakers at the conference included Max Eiselen and Hendrik Verwoerd, who would later become prime minister of the Nationalist government that introduced Apartheid. Dewey's expenses were paid by the Carnegie Foundation. He also traveled to Durban, Pretoria and Victoria Falls in what was then Rhodesia (now Zimbabwe) and looked at schools, talked to pupils, and gave lectures to the administrators and teachers. In August 1934, Dewey accepted an honorary degree from the University of the Witwatersrand. The white-only governments rejected Dewey's ideas as too secular. However the blacks and their white supporters were more receptive.
At the University of Michigan, Dewey published his first two books, "Psychology" (1887), and "Leibniz's New Essays Concerning the Human Understanding" (1888), both of which expressed Dewey's early commitment to British neo-Hegelianism. In "Psychology", Dewey attempted a synthesis between idealism and experimental science.
While still professor of philosophy at Michigan, Dewey and his junior colleagues, James Hayden Tufts and George Herbert Mead, together with his student James Rowland Angell, all influenced strongly by the recent publication of William James' "Principles of Psychology" (1890), began to reformulate psychology, emphasizing the social environment on the activity of mind and behavior rather than the physiological psychology of Wilhelm Wundt and his followers.
By 1894, Dewey had joined Tufts, with whom he would later write "Ethics" (1908) at the recently founded University of Chicago and invited Mead and Angell to follow him, the four men forming the basis of the so-called "Chicago group" of psychology.
Their new style of psychology, later dubbed functional psychology, had a practical emphasis on action and application. In Dewey's article "The Reflex Arc Concept in Psychology" which appeared in "Psychological Review" in 1896, he reasons against the traditional stimulus-response understanding of the reflex arc in favor of a "circular" account in which what serves as "stimulus" and what as "response" depends on how one considers the situation, and defends the unitary nature of the sensory motor circuit. While he does not deny the existence of stimulus, sensation, and response, he disagreed that they were separate, juxtaposed events happening like links in a chain. He developed the idea that there is a coordination by which the stimulation is enriched by the results of previous experiences. The response is modulated by sensorial experience.
Dewey was elected president of the American Psychological Association in 1899.
In 1984, the American Psychological Association announced that Lillian Moller Gilbreth (1878–1972) had become the first psychologist to be commemorated on a United States postage stamp. However, psychologists Gary Brucato and John D. Hogan later made the case that this distinction actually belonged to John Dewey, who had been celebrated on an American stamp 17 years earlier. While some psychology historians consider Dewey more of a philosopher than a bona fide psychologist, the authors noted that Dewey was a founding member of the A.P.A., served as the A.P.A.'s eighth president in 1899, and was the author of an 1896 article on the reflex arc which is now considered a basis of American functional psychology.
Dewey also expressed interest in work in the psychology of visual perception performed by Dartmouth research professor Adelbert Ames Jr. He had great trouble with listening, however, because it is known Dewey could not distinguish musical pitches—in other words was tone deaf.
Dewey sometimes referred to his philosophy as instrumentalism rather than pragmatism, and would have recognized the similarity of these two schools to the newer school named consequentialism. He defined with precise brevity the criterion of validity common to these three schools, which lack agreed-upon definitions:
His concern for precise definition led him to detailed analysis of careless word usage, reported in "Knowing and the Known" in 1949.
The terminology problem in the fields of epistemology and logic is partially due, according to Dewey and Bentley, to inefficient and imprecise use of words and concepts that reflect three historic levels of organization and presentation. In the order of chronological appearance, these are:
A series of characterizations of Transactions indicate the wide range of considerations involved.
Dewey sees paradox in contemporary logical theory. Proximate subject matter garners general agreement and advancement, while the ultimate subject matter of logic generates unremitting controversy. In other words, he challenges confident logicians to answer the question of the truth of logical operators. Do they function merely as abstractions (e.g., pure mathematics) or do they connect in some essential way with their objects, and therefore alter or bring them to light?
Logical positivism also figured in Dewey's thought. About the movement he wrote that it "eschews the use of 'propositions' and 'terms', substituting 'sentences' and 'words'." ("General Theory of Propositions", in "Logic: The Theory of Inquiry") He welcomes this changing of referents "in as far as it fixes attention upon the symbolic structure and content of propositions." However, he registers a small complaint against the use of "sentence" and "words" in that without careful interpretation the act or process of transposition "narrows unduly the scope of symbols and language, since it is not customary to treat gestures and diagrams (maps, blueprints, etc.) as words or sentences."
In other words, sentences and words, considered in isolation, do not disclose intent, which may be inferred or "adjudged only by means of context."
Yet Dewey was not entirely opposed to modern logical trends. Concerning traditional logic, he states:
Louis Menand argues in "" that Jane Addams had been critical of Dewey's emphasis on antagonism in the context of a discussion of the Pullman strike of 1894. In a later letter to his wife, Dewey confessed that Addams' argument was:
He went on to add:
In a letter to Addams, clearly influenced by his conversation with her, Dewey wrote:
"Art as Experience" (1934) is Dewey's major writing on aesthetics.
It is, in accordance with his place in the Pragmatist tradition that emphasizes community, a study of the individual art object as embedded in (and inextricable from) the experiences of a local culture. In the original illustrated edition, Dewey drew on the modern art and world cultures collection assembled by Albert C. Barnes at the Barnes Foundation, whose own ideas on the application of art to one's way of life was influenced by Dewey's writing. Dewey made art through writing poetry, but he considered himself deeply unmusical: one of his students described Dewey as "allergic to music." Barnes was particularly influenced by "Democracy and Education" (1916) and then attended Dewey's seminar on political philosophy at Columbia University in the fall semester of 1918.
Dewey founded the University of Chicago laboratory school, supported educational organizations, and supported settlement houses especially Jane Addams' Hull House.
Through his work at the Hull House serving on its first board of trustees, Dewey was not only an activist for the cause but also a partner working to serve the large immigrant community of Chicago and women's suffrage. Dewey experienced the lack of children's education while contributing in the classroom at the Hull House and the lack of education and skills of immigrant women. Stengel argues:
His leading views on democracy included:
First, Dewey believed that democracy is an ethical ideal rather than merely a political arrangement. Second, he considered participation, not representation, the essence of democracy. Third, he insisted on the harmony between democracy and the scientific method: ever-expanding and self-critical communities of inquiry, operating on pragmatic principles and constantly revising their beliefs in light of new evidence, provided Dewey with a model for democratic decision making ... Finally, Dewey called for extending democracy, conceived as an ethical project, from politics to industry and society.
This helped to shape his understanding of human action and the unity of human experience.
Dewey believed that a woman's place in society was determined by her environment and not just her biology. On women he says, "You think too much of women in terms of sex. Think of them as human individuals for a while, dropping out the sex qualification, and you won't be so sure of some of your generalizations about what they should and shouldn't do". John Dewey's support helped to increase the support and popularity of Jane Addams' Hull House and other settlement houses as well. With growing support, involvement of the community grew as well as the support for the women's suffrage movement.
As commonly argued by Dewey's greatest critics, he was not able to come up with strategies in order to fulfill his ideas that would lead to a successful democracy, educational system, and a successful women's suffrage movement. While knowing that traditional beliefs, customs, and practices needed to be examined in order to find out what worked and what needed improved upon, it was never done in a systematic way. "Dewey became increasingly aware of the obstacles presented by entrenched power and alert to the intricacy of the problems facing modern cultures". With the complex of society at the time, Dewey was criticized for his lack of effort in fixing the problems.
With respect to technological developments in a democracy:
His work on democracy influenced B.R. Ambedkar, one of his students, who later became one of the founding fathers of independent India.
Dewey's educational theories were presented in "My Pedagogic Creed" (1897), "The School and Society" (1900), "The Child and the Curriculum" (1902), "Democracy and Education" (1916), "Schools of To-morrow" (1915) with Evelyn Dewey, and "Experience and Education" (1938). Several themes recur throughout these writings. Dewey continually argues that education and learning are social and interactive processes, and thus the school itself is a social institution through which social reform can and should take place. In addition, he believed that students thrive in an environment where they are allowed to experience and interact with the curriculum, and all students should have the opportunity to take part in their own learning.
The ideas of democracy and social reform are continually discussed in Dewey's writings on education. Dewey makes a strong case for the importance of education not only as a place to gain content knowledge, but also as a place to learn how to live. In his eyes, the purpose of education should not revolve around the acquisition of a pre-determined set of skills, but rather the realization of one's full potential and the ability to use those skills for the greater good. He notes that "to prepare him for the future life means to give him command of himself; it means so to train him that he will have the full and ready use of all his capacities" ("My Pedagogic Creed", Dewey, 1897). In addition to helping students realize their full potential, Dewey goes on to acknowledge that education and schooling are instrumental in creating social change and reform. He notes that "education is a regulation of the process of coming to share in the social consciousness; and that the adjustment of individual activity on the basis of this social consciousness is the only sure method of social reconstruction".
In addition to his ideas regarding what education is and what effect it should have on society, Dewey also had specific notions regarding how education should take place within the classroom. In "The Child and the Curriculum" (1902), Dewey discusses two major conflicting schools of thought regarding educational pedagogy. The first is centered on the curriculum and focuses almost solely on the subject matter to be taught. Dewey argues that the major flaw in this methodology is the inactivity of the student; within this particular framework, "the child is simply the immature being who is to be matured; he is the superficial being who is to be deepened" (1902, p. 13). He argues that in order for education to be most effective, content must be presented in a way that allows the student to relate the information to prior experiences, thus deepening the connection with this new knowledge.
At the same time, Dewey was alarmed by many of the "child-centered" excesses of educational-school pedagogues who claimed to be his followers, and he argued that too much reliance on the child could be equally detrimental to the learning process. In this second school of thought, "we must take our stand with the child and our departure from him. It is he and not the subject-matter which determines both quality and quantity of learning" (Dewey, 1902, pp. 13–14). According to Dewey, the potential flaw in this line of thinking is that it minimizes the importance of the content as well as the role of the teacher.
In order to rectify this dilemma, Dewey advocated for an educational structure that strikes a balance between delivering knowledge while also taking into account the interests and experiences of the student. He notes that "the child and the curriculum are simply two limits which define a single process. Just as two points define a straight line, so the present standpoint of the child and the facts and truths of studies define instruction" (Dewey, 1902, p. 16). It is through this reasoning that Dewey became one of the most famous proponents of hands-on learning or experiential education, which is related to, but not synonymous with experiential learning. He argued that "if knowledge comes from the impressions made upon us by natural objects, it is impossible to procure knowledge without the use of objects which impress the mind" (Dewey, 1916/2009, pp. 217–18). Dewey's ideas went on to influence many other influential experiential models and advocates. Problem-Based Learning (PBL), for example, a method used widely in education today, incorporates Dewey's ideas pertaining to learning through active inquiry.
Dewey not only re-imagined the way that the learning process should take place, but also the role that the teacher should play within that process. Throughout the history of American schooling, education's purpose has been to train students for work by providing the student with a limited set of skills and information to do a particular job. The works of John Dewey provide the most prolific examples of how this limited vocational view of education has been applied to both the K–12 public education system and to the teacher training schools who attempted to quickly produce proficient and practical teachers with a limited set of instructional and discipline-specific skills needed to meet the needs of the employer and demands of the workforce. In "The School and Society" (Dewey, 1899) and "Democracy of Education" (Dewey, 1916), Dewey claims that rather than preparing citizens for ethical participation in society, schools cultivate passive pupils via insistence upon mastery of facts and disciplining of bodies. Rather than preparing students to be reflective, autonomous and ethical beings capable of arriving at social truths through critical and intersubjective discourse, schools prepare students for docile compliance with authoritarian work and political structures, discourage the pursuit of individual and communal inquiry, and perceive higher learning as a monopoly of the institution of education (Dewey, 1899; 1916).
For Dewey and his philosophical followers, education stifles individual autonomy when learners are taught that knowledge is transmitted in one direction, from the expert to the learner. Dewey not only re-imagined the way that the learning process should take place, but also the role that the teacher should play within that process. For Dewey, "The thing needful is improvement of education, not simply by turning out teachers who can do better the things that are not necessary to do, but rather by changing the conception of what constitutes education" (Dewey, 1904, p. 18). Dewey's qualifications for teaching—a natural love for working with young children, a natural propensity to inquire about the subjects, methods and other social issues related to the profession, and a desire to share this acquired knowledge with others—are not a set of outwardly displayed mechanical skills. Rather, they may be viewed as internalized principles or habits which "work automatically, unconsciously" (Dewey, 1904, p. 15). Turning to Dewey's essays and public addresses regarding the teaching profession, followed by his analysis of the teacher as a person and a professional, as well as his beliefs regarding the responsibilities of teacher education programs to cultivate the attributes addressed, teacher educators can begin to reimagine the successful classroom teacher Dewey envisioned.
For many, education's purpose is to train students for work by providing the student with a limited set of skills and information to do a particular job. As Dewey notes, this limited vocational view is also applied to teacher training schools who attempt to quickly produce proficient and practical teachers with a limited set of instructional and discipline skills needed to meet the needs of the employer and demands of the workforce (Dewey, 1904). For Dewey, the school and the classroom teacher, as a workforce and provider of a social service, have a unique responsibility to produce psychological and social goods that will lead to both present and future social progress. As Dewey notes, "The business of the teacher is to produce a higher standard of intelligence in the community, and the object of the public school system is to make as large as possible the number of those who possess this intelligence. Skill, ability to act wisely and effectively in a great variety of occupations and situations, is a sign and a criterion of the degree of civilization that a society has reached. It is the business of teachers to help in producing the many kinds of skill needed in contemporary life. If teachers are up to their work, they also aid in the production of character."(Dewey, TAP, 2010, pp. 241–42).
According to Dewey, the emphasis is placed on producing these attributes in children for use in their contemporary life because it is "impossible to foretell definitely just what civilization will be twenty years from now" (Dewey, MPC, 2010, p. 25). However, although Dewey is steadfast in his beliefs that education serves an immediate purpose (Dewey, DRT, 2010; Dewey, MPC, 2010; Dewey, TTP, 2010), he is not ignorant of the impact imparting these qualities of intelligence, skill, and character on young children in their present life will have on the future society. While addressing the state of educative and economic affairs during a 1935 radio broadcast, Dewey linked the ensuing economic depression to a "lack of sufficient production of intelligence, skill, and character" (Dewey, TAP, 2010, p. 242) of the nation's workforce. As Dewey notes, there is a lack of these goods in the present society and teachers have a responsibility to create them in their students, who, we can assume, will grow into the adults who will ultimately go on to participate in whatever industrial or economical civilization awaits them. According to Dewey, the profession of the classroom teacher is to produce the intelligence, skill, and character within each student so that the democratic community is composed of citizens who can think, do and act intelligently and morally.
Dewey believed that the successful classroom teacher possesses a passion for knowledge and an intellectual curiosity in the materials and methods they teach. For Dewey, this propensity is an inherent curiosity and love for learning that differs from one's ability to acquire, recite and reproduce textbook knowledge. "No one," according to Dewey, "can be really successful in performing the duties and meeting these demands [of teaching] who does not retain [her] intellectual curiosity intact throughout [her] entire career" (Dewey, APT, 2010, p. 34). According to Dewey, it is not that the "teacher ought to strive to be a high-class scholar in all the subjects he or she has to teach," rather, "a teacher ought to have an unusual love and aptitude in some one subject: history, mathematics, literature, science, a fine art, or whatever" (Dewey, APT, 2010, p. 35). The classroom teacher does not have to be a scholar in all subjects; rather, a genuine love in one will elicit a feel for genuine information and insight in all subjects taught.
In addition to this propensity for study into the subjects taught, the classroom teacher "is possessed by a recognition of the responsibility for the constant study of school room work, the constant study of children, of methods, of subject matter in its various adaptations to pupils" (Dewey, PST, 2010, p. 37). For Dewey, this desire for the lifelong pursuit of learning is inherent in other professions (e.g. the architectural, legal and medical fields; Dewey, 1904 & Dewey, PST, 2010), and has particular importance for the field of teaching. As Dewey notes, "this further study is not a side line but something which fits directly into the demands and opportunities of the vocation" (Dewey, APT, 2010, p. 34).
According to Dewey, this propensity and passion for intellectual growth in the profession must be accompanied by a natural desire to communicate one's knowledge with others. "There are scholars who have [the knowledge] in a marked degree but who lack enthusiasm for imparting it. To the 'natural born' teacher learning is incomplete unless it is shared" (Dewey, APT, 2010, p. 35). For Dewey, it is not enough for the classroom teacher to be a lifelong learner of the techniques and subject-matter of education; she must aspire to share what she knows with others in her learning community.
The best indicator of teacher quality, according to Dewey, is the ability to watch and respond to the movement of the mind with keen awareness of the signs and quality of the responses he or her students exhibit with regard to the subject-matter presented (Dewey, APT, 2010; Dewey, 1904). As Dewey notes, "I have often been asked how it was that some teachers who have never studied the art of teaching are still extraordinarily good teachers. The explanation is simple. They have a quick, sure and unflagging sympathy with the operations and process of the minds they are in contact with. Their own minds move in harmony with those of others, appreciating their difficulties, entering into their problems, sharing their intellectual victories" (Dewey, APT, 2010, p. 36). Such a teacher is genuinely aware of the complexities of this mind to mind transfer, and she has the intellectual fortitude to identify the successes and failures of this process, as well as how to appropriately reproduce or correct it in the future.
As a result of the direct influence teachers have in shaping the mental, moral and spiritual lives of children during their most formative years, Dewey holds the profession of teaching in high esteem, often equating its social value to that of the ministry and to parenting (Dewey, APT, 2010; Dewey, DRT, 2010; Dewey, MPC, 2010; Dewey, PST, 2010; Dewey, TTC, 2010; Dewey, TTP, 2010). Perhaps the most important attributes, according to Dewey, are those personal inherent qualities which the teacher brings to the classroom. As Dewey notes, "no amount of learning or even of acquired pedagogical skill makes up for the deficiency" (Dewey, TLS, p. 25) of the personal traits needed to be most successful in the profession.
According to Dewey, the successful classroom teacher occupies an indispensable passion for promoting the intellectual growth of young children. In addition, they know that their career, in comparison to other professions, entails stressful situations, long hours and limited financial reward; all of which have the potential to overcome their genuine love and sympathy for their students. For Dewey, "One of the most depressing phases of the vocation is the number of care worn teachers one sees, with anxiety depicted on the lines of their faces, reflected in their strained high pitched voices and sharp manners. While contact with the young is a privilege for some temperaments, it is a tax on others, and a tax which they do not bear up under very well. And in some schools, there are too many pupils to a teacher, too many subjects to teach, and adjustments to pupils are made in a mechanical rather than a human way. Human nature reacts against such unnatural conditions" (Dewey, APT, 2010, p. 35).
It is essential, according to Dewey, that the classroom teacher has the mental propensity to overcome the demands and stressors placed on them because the students can sense when their teacher is not genuinely invested in promoting their learning (Dewey, PST, 2010). Such negative demeanors, according to Dewey, prevent children from pursuing their own propensities for learning and intellectual growth. It can therefore be assumed that if teachers want their students to engage with the educational process and employ their natural curiosities for knowledge, teachers must be aware of how their reactions to young children and the stresses of teaching influence this process.
Dewey's passions for teaching—a natural love for working with young children, a natural propensity to inquire about the subjects, methods and other social issues related to the profession, and a desire to share this acquired knowledge with others—are not a set of outwardly displayed mechanical skills. Rather, they may be viewed as internalized principles or habits which "work automatically, unconsciously" (Dewey, 1904, p. 15). According to Dewey, teacher education programs must turn away from focusing on producing proficient practitioners because such practical skills related to instruction and discipline (e.g. creating and delivering lesson plans, classroom management, implementation of an assortment of content-specific methods) can be learned over time during their everyday school work with their students (Dewey, PST, 2010). As Dewey notes, "The teacher who leaves the professional school with power in managing a class of children may appear to superior advantage the first day, the first week, the first month, or even the first year, as compared with some other teacher who has a much more vital command of the psychology, logic and ethics of development. But later 'progress' may consist only in perfecting and refining skill already possessed. Such persons seem to know how to teach, but they are not students of teaching. Even though they go on studying books of pedagogy, reading teachers' journals, attending teachers' institutes, etc., yet the root of the matter is not in them, unless they continue to be students of subject-matter, and students of mind-activity. Unless a teacher is such a student, he may continue to improve in the mechanics of school management, but he cannot grow as a teacher, an inspirer and director of soul-life" (Dewey, 1904, p. 15). For Dewey, teacher education should focus not on producing persons who know how to teach as soon as they leave the program; rather, teacher education should be concerned with producing professional students of education who have the propensity to inquire about the subjects they teach, the methods used, and the activity of the mind as it gives and receives knowledge. According to Dewey, such a student is not superficially engaging with these materials, rather, the professional student of education has a genuine passion to inquire about the subjects of education, knowing that doing so ultimately leads to acquisitions of the skills related to teaching. Such students of education aspire for the intellectual growth within the profession that can only be achieved by immersing one's self in the lifelong pursuit of the intelligence, skills and character Dewey linked to the profession.
As Dewey notes, other professional fields, such as law and medicine cultivate a professional spirit in their fields to constantly study their work, their methods of their work, and a perpetual need for intellectual growth and concern for issues related to their profession. Teacher education, as a profession, has these same obligations (Dewey, 1904; Dewey, PST, 2010). As Dewey notes, "An intellectual responsibility has got to be distributed to every human being who is concerned in carrying out the work in question, and to attempt to concentrate intellectual responsibility for a work that has to be done, with their brains and their hearts, by hundreds or thousands of people in a dozen or so at the top, no matter how wise and skillful they are, is not to concentrate responsibility—it is to diffuse irresponsibility" (Dewey, PST, 2010, p. 39). For Dewey, the professional spirit of teacher education requires of its students a constant study of school room work, constant study of children, of methods, of subject matter in its various adaptations to pupils. Such study will lead to professional enlightenment with regard to the daily operations of classroom teaching.
As well as his very active and direct involvement in setting up educational institutions such as the University of Chicago Laboratory Schools (1896) and The New School for Social Research (1919), many of Dewey's ideas influenced the founding of Bennington College and Goddard College in Vermont, where he served on the Board of Trustees. Dewey's works and philosophy also held great influence in the creation of the short-lived Black Mountain College in North Carolina, an experimental college focused on interdisciplinary study, and whose faculty included Buckminster Fuller, Willem de Kooning, Charles Olson, Franz Kline, Robert Duncan, Robert Creeley, and Paul Goodman, among others. Black Mountain College was the locus of the "Black Mountain Poets" a group of avant-garde poets closely linked with the Beat Generation and the San Francisco Renaissance.
Since the mid-1980s, Dewey's ideas have experienced revival as a major source of inspiration for the public journalism movement. Dewey's definition of "public," as described in "The Public and its Problems", has profound implications for the significance of journalism in society. As suggested by the title of the book, his concern was of the transactional relationship between publics and problems. Also implicit in its name, public journalism seeks to orient communication away from elite, corporate hegemony toward a civic public sphere. "The 'public' of public journalists is Dewey's public."
Dewey gives a concrete definition to the formation of a public. Publics are spontaneous groups of citizens who share the indirect effects of a particular action. Anyone affected by the indirect consequences of a specific action will automatically share a common interest in controlling those consequences, i.e., solving a common problem. Since every action generates unintended consequences, publics continuously emerge, overlap, and disintegrate.
In "The Public and its Problems", Dewey presents a rebuttal to Walter Lippmann's treatise on the role of journalism in democracy. Lippmann's model was a basic transmission model in which journalists took information given to them by experts and elites, repackaged that information in simple terms, and transmitted the information to the public, whose role was to react emotionally to the news. In his model, Lippmann supposed that the public was incapable of thought or action, and that all thought and action should be left to the experts and elites.
Dewey refutes this model by assuming that politics is the work and duty of each individual in the course of his daily routine. The knowledge needed to be involved in politics, in this model, was to be generated by the interaction of citizens, elites, experts, through the mediation and facilitation of journalism. In this model, not just the government is accountable, but the citizens, experts, and other actors as well.
Dewey also said that journalism should conform to this ideal by changing its emphasis from actions or happenings (choosing a winner of a given situation) to alternatives, choices, consequences, and conditions, in order to foster conversation and improve the generation of knowledge. Journalism would not just produce a static product that told what had already happened, but the news would be in a constant state of evolution as the public added value by generating knowledge. The "audience" would end, to be replaced by citizens and collaborators who would essentially be users, doing more with the news than simply reading it. Concerning his effort to change journalism, he wrote in "The Public and Its Problems": "Till the Great Society is converted in to a Great Community, the Public will remain in eclipse. Communication can alone create a great community" (Dewey, p. 142).
Dewey believed that communication creates a great community, and citizens who participate actively with public life contribute to that community. "The clear consciousness of a communal life, in all its implications, constitutes the idea of democracy." ("The Public and its Problems", p. 149). This Great Community can only occur with "free and full intercommunication." (p. 211) Communication can be understood as journalism.
As an atheist and a secular humanist in his later life, Dewey participated with a variety of humanistic activities from the 1930s into the 1950s, which included sitting on the advisory board of Charles Francis Potter's First Humanist Society of New York (1929); being one of the original 34 signatories of the first "Humanist Manifesto" (1933) and being elected an honorary member of the Humanist Press Association (1936).
His opinion of humanism is summarized in his own words from an article titled "What Humanism Means to Me", published in the June 1930 edition of "Thinker 2":
While Dewey was at the University of Chicago, his letters to his wife Alice and his colleague Jane Addams reveal that he closely followed the 1894 Pullman Strike, in which the employees of the Pullman Palace Car Factory in Chicago decided to go on strike after industrialist George Pullman refused to lower rents in his company town after cutting his workers’ wages by nearly 30 percent. On May 11, 1894, the strike became official, later gaining the support of the members of the American Railway Union, whose leader Eugene V. Debs called for a nationwide boycott of all trains including Pullman sleeping cars. Considering most trains had Pullman cars, the main 24 lines out of Chicago were halted and the mail was stopped as the workers destroyed trains all over the United States. President Grover Cleveland used the mail as a justification to send in the National Guard, and ARU leader Eugene Debs was arrested. Dewey wrote to Alice: "The only wonder is that when the 'higher classes' – damn them – take such views there aren't more downright socialists. [...] [T]hat a representative journal of the upper classes – damn them again – can take the attitude of that harper's weekly", referring to headlines such as "Monopoly" and "Repress the Rebellion", which claimed, in Dewey's words, to support the sensational belief that Debs was a "criminal" inspiring hate and violence in the equally "criminal" working classes. He concluded: "It shows what it is to be a higher class. And I fear Chicago Univ. is a capitalistic institution – that is, it too belongs to the higher classes". Dewey was not a socialist like Debs, but he believed that Pullman and the workers must strive toward a community of shared ends following the work of Jane Addams and George Herbert Mead.
As a major advocate for academic freedom, in 1935 Dewey, together with Albert Einstein and Alvin Johnson, became a member of the United States section of the International League for Academic Freedom, and in 1940, together with Horace M Kallen, edited a series of articles related to the Bertrand Russell Case.
As well as defending the independence of teachers and opposing a communist takeover of the New York Teachers' Union, Dewey was involved in the organization that eventually became the National Association for the Advancement of Colored People, sitting as an executive on the NAACP's early executive board.
He was an avid supporter of Henry George's proposal for taxing land values. Of George, he wrote, "No man, no graduate of a higher educational institution, has a right to regard himself as an educated man in social thought unless he has some first-hand acquaintance with the theoretical contribution of this great American thinker." As honorary president of the Henry George School of Social Science, he wrote a letter to Henry Ford urging him to support the school.
He directed the famous Dewey Commission held in Mexico in 1937, which cleared Leon Trotsky of the charges made against him by Joseph Stalin, and marched for women's rights, among many other causes.
In 1939, Dewey was elected President of the League for Industrial Democracy, an organization with the goal of educating college students about the labor movement. The Student Branch of the L.I.D. would later become Students for a Democratic Society.
Dewey's interests and writings included many topics, and according to the Stanford Encyclopedia of Philosophy, "a substantial part of his published output consisted of commentary on current domestic and international politics, and public statements on behalf of many causes. (He is probably the only philosopher in this encyclopedia to have published both on the Treaty of Versailles and on the value of displaying art in post offices.)"
In 1917, Dewey met F. M. Alexander in New York City and later wrote introductions to Alexander's "Man's Supreme Inheritance" (1918), "Constructive Conscious Control of the Individual" (1923) and "The Use of the Self" (1932). Alexander's influence is referenced in "Human Nature and Conduct" and "Experience and Nature."
As well as his contacts with people mentioned elsewhere in the article, he also maintained correspondence with Henri Bergson, William M. Brown, Martin Buber, George S. Counts, William Rainey Harper, Sidney Hook, and George Santayana.
Historians have examined his religious beliefs. Biographer Steven Clark Rockefeller traced Dewey's democratic convictions to his childhood attendance at the Congregational Church, with its strong proclamation of social ideals and the Social Gospel. Historian Edward A. White suggested in "Science and Religion in American Thought" (1952) that Dewey's work led to the 20th-century rift between religion and science.
Dewey went through an “evangelical” development as a child. As an adult he was negative, or at most neutral, about theology in education. He instead took a meliorist position with the goal of scientific humanism and educational and social reform without recourse to religion.
Dewey is considered left wing by historians, and sometimes was portrayed as "dangerously radical." Meanwhile, Dewey was critiqued strongly by American communists because he argued against Stalinism and had philosophical differences with Marx, identifying himself as a democratic socialist.
Besides publishing prolifically himself, Dewey also sat on the boards of scientific publications such as "Sociometry" (advisory board, 1942) and "Journal of Social Psychology" (editorial board, 1942), as well as having posts at other publications such as "New Leader" (contributing editor, 1949).
The following publications by John Dewey are referenced or mentioned in this article. A more complete list of his publications may be found at List of publications by John Dewey.
See also
Dewey's Complete Writings is available in 4 multi-volume sets (38 volumes in all) from Southern Illinois University Press:
"The Collected Works of John Dewey: 1882–1953"', "The Correspondence of John Dewey 1871–1952", and "The Lectures of John Dewey" are available online via monographic purchase to academic institutions and via subscription to individuals, and also in TEI format for university servers in the "Past Masters series". (The CD-ROM has been discontinued).
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Jackal
Jackals are medium-sized omnivorous mammals of the genus "Canis", a genus which also includes wolves and the domestic dog. While the word "jackal" has historically been used for many small canids, in modern use it most commonly refers to three species: the closely related black-backed jackal and side-striped jackal of sub-Saharan Africa, and the golden jackal of south-central Eurasia, which is more closely related to other members of the genus "Canis".
Jackals are opportunistic omnivores, predators of small to medium-sized animals and proficient scavengers. Their long legs and curved canine teeth are adapted for hunting small mammals, birds, and reptiles, and their large feet and fused leg bones give them a physique well-suited for long-distance running, capable of maintaining speeds of for extended periods of time. Jackals are crepuscular, most active at dawn and dusk.
Their most common social unit is a monogamous pair, which defends its territory from other pairs by vigorously chasing intruding rivals and marking landmarks around the territory with their urine and feces. The territory may be large enough to hold some young adults, which stay with their parents until they establish their own territories. Jackals may occasionally assemble in small packs, for example, to scavenge a carcass, but they normally hunt either alone or in pairs.
The English word "jackal" dates back to 1600 and derives from the French "chacal", derived from the Persian "", which is in turn derived from the Sanskrit शृगाल "śṛgāla" meaning "the howler".
Similarities between jackals and coyotes led Lorenz Oken, in the third volume of his "Lehrbuch der Naturgeschichte" (1815), to place these species into a new separate genus, "Thos", named after the classical Greek word "jackal", but his theory had little immediate impact on taxonomy at the time. Angel Cabrera, in his 1932 monograph on the mammals of Morocco, questioned whether or not the presence of a cingulum on the upper molars of the jackals and its corresponding absence in the rest of "Canis" could justify a subdivision of that genus. In practice, Cabrera chose the undivided-genus alternative and referred to the jackals as "Canis" instead of "Thos".
Oken's "Thos" theory was revived in 1914 by Edmund Heller, who embraced the separate genus theory. Heller's names and the designations he gave to various jackal species and subspecies live on in current taxonomy, although the genus has been changed from "Thos" to "Canis".
The wolf-like canids are a group of large carnivores that are genetically closely related because they all have 78 chromosomes. The group includes genus "Canis", "Cuon", and "Lycaon". The members are the dog "(C. lupus familiaris)", gray wolf ("C. lupus"), coyote ("C. latrans"), golden jackal ("C. aureus"), Ethiopian wolf ("C. simensis"), black-backed jackal ("C. mesomelas"), side-striped jackal ("C. adustus"), dhole ("Cuon alpinus"), and African wild dog ("Lycaon pictus"). The latest recognized member is the African golden wolf ("C. anthus"), which was once thought to be an African branch of the golden jackal. As they possess 78 chromosomes, all members of the genus "Canis" are karyologically indistinguishable from each other, and from the dhole and the African hunting dog. The two African jackals are shown to be the most basal members of this clade, indicating the clade's origin from Africa. "Canis arnensis" arrived in Mediterranean Europe 1.9 million years ago and is probably the ancestor of modern jackals.
The paraphyletic nature of "Canis" with respect to "Lycaon" and "Cuon" has led to suggestions that the two African jackals should be assigned to different genera, "Schaeffia" for the side-striped jackal and "Lupulella" for the black-backed jackal or "Lupulella" for both.
The intermediate size and shape of the Ethiopian wolf has at times led it to be regarded as a jackal, thus it has also been called the "red jackal" or the "Simien jackal".
Experiments in Germany with breeding poodles and golden jackals have produced hybrids. The results showed that, unlike wolf–dog hybrids, jackal–dog hybrids show a decrease in fertility, significant communication problems, and an increase of genetic disorders after three generations of interbreeding.
In Russia, golden jackals are one of the founder breeds/species of the Sulimov dog, a working dog owned exclusively by Aeroflot and used for bomb detection in airport security.
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Jumping the broom
Jumping the broom (or jumping the besom) is a phrase and custom relating to a wedding ceremony where the couple jumps over a broom.
It has been suggested that the custom is based on an 18th-century idiomatic expression for "sham marriage", "marriage of doubtful validity"; it was popularized in the context of the introduction of civil marriage in Britain with the Marriage Act 1836.
There have also been suggestions that the expression may derive from an actual custom of jumping over a "broomstick" (where "broom" refers to the plant "common broom" rather than the household implement) associated with the Romanichal gypsies of the United Kingdom, especially those in Wales.
The custom of a marrying couple literally jumping over a broom is now most widespread among African Americans, popularized in the 1970s by the novel and miniseries "" but originating in the mid 19th century as a practice in antebellum slavery in the United States.
References to "broomstick marriages" emerged in England in the mid-to-late 18th century, always to describe a wedding ceremony of doubtful validity. The earliest use of the phrase is in the 1764 English edition of a French work: the French text, describing an elopement, refers to the runaway couple hastily making "un mariage sur la croix de l'épée" (literally ‘marriage on the cross of the sword’), an expression the English translator freely renders as ‘performed the marriage ceremony by leaping over a broomstick’.
A 1774 usage in the "Westminster Magazine" also describes an elopement. A man who had taken his under-age bride off to France discovered it was as hard to arrange a legal marriage there as in England, but declined a suggestion that a French sexton might simply read the marriage service through before the couple as "He had no inclination for a Broomstick-marriage". In 1789 the rumoured clandestine marriage between the Prince Regent and Maria Fitzherbert is similarly referred to in a satirical song in "The Times": "Their way to consummation was by hopping o’er a broom, sir".
Despite these allusions, research by the legal historian Professor R. Probert of Warwick University has failed to find any proof of an actual contemporary practice of jumping over a broomstick as a sign of informal union. Probert also points out that the word "broomstick" was used in the mid-18th century in several contexts to mean ‘something ersatz, or lacking the authority its true equivalent might possess.’ She therefore argues that because the expression "broomstick marriage", meaning 'sham marriage', was in circulation, folk etymology led to a belief that people must actually have once signified irregular marriage by jumping over a broom. Tyler D. Parry, Assistant Professor of African American and African Diaspora Studies at the University of Nevada, Las Vegas (USA), contests the claim that no literal jump was used in Britain, arguing that enslaved people of African descent and British migrants engaged in numerous cultural exchanges during the 18th and 19th centuries. He shows numerous correlations between the ceremonies of slaves and those of the rural British, contending it is not simply coincidental that two groups, separated by an ocean, utilized similar matrimonial forms revolving around the broomstick. If British practitioners never used a physical leap, Parry wonders how enslaved people in the US South learned of the custom.
There are later examples of the term "broomstick marriage" being used in Britain, always with a similar implication that the ceremony so performed did not create a legally binding union. This meaning survived into the early nineteenth century: during a case heard in London in 1824 regarding the legal validity of a marriage ceremony consisting of nothing more than the groom placing a ring on the bride's finger before witnesses, a court official commented that the ceremony "amounted to nothing more than a broomstick marriage, which the parties had it in their power to dissolve at will."
A decade later, the Marriage Act 1836, which introduced civil marriage, was contemptuously referred to as the ‘Broomstick Marriage Act’ by those who felt that a marriage outside the Anglican church did not deserve legal recognition. Some also began to use the phrase to refer to non-marital unions: a man interviewed in Mayhew's "London Labour and the London Poor" admitted: "I never had a wife, but I have had two or three broomstick matches, though they never turned out happy."
Tinkers were said to have a similar custom of marriage called "jumping the budget", with the bride and groom jumping over a string or other symbolic obstacle.
Charles Dickens' novel, "Great Expectations" (first published in serial form in the publication "All the Year Round" from 1 December 1860 to August 1861), contains a reference in chapter 48 to a couple having been married "over the broomstick." The ceremony is not portrayed, but the reference indicates that the readers would have recognized this as referring to an informal, not a legally valid, agreement.
It has often been assumed that, in England, jumping over the broom (or sometimes walking over a broom), always indicated an irregular or non-church union (as in the expressions "Married over the besom", "living over the brush"), but there are examples of the phrase being used in the context of legal weddings, both religious and civil.
Other sources have stepping over a broom as a test of chastity, while putting out a broom was also said to be a sign "that the housewife’s place is vacant" and a way, therefore, of advertising for a wife.
In America the phrase could be used as slang describing the act of getting married legally, rather than as specifying an informal union not recognised by church or state.
In Wales, Romani couples would get married by eloping, when they would "jump the broom," or jump over a branch of flowering common broom or a besom made of broom. Welsh Kale and English Romanichals and Romanichal populations in Scotland practiced the ritual into the 1900s.
According to Alan Dundes (1996), the custom originated among Romani people in Wales (Welsh Kale) and England (Romanichal).
C.W. Sullivan III (1997) in a reply to Dundes argued that the custom originated among the Welsh people themselves, known as "priodas coes ysgub" ("besom wedding"),
Sullivan's source is the Welsh folklorist Gwenith Gwynn (a.k.a. W. Rhys Jones), who assumed that the custom had once existed on the basis of conversations with elderly Welsh people during the 1920s, none of whom had ever seen such a practice. One had claimed that: "It must have disappeared before I was born, and I am seventy-three".
Gwynn's dating of the custom to the 18th century rested on the assumption that it must have disappeared before these elderly interviewees were born, and on his misreading of the baptism register of the parish of Llansantffraid Glyn Ceiriog.
Local variations of the custom were developed in different parts of England and Wales. Instead of placing the broom on the ground, and jumping together, the broom was placed in an angle by the doorway. The groom jumped first, followed by the bride. In southwest England, in Wales, and in the border areas between Scotland and England, "[while some] couples ... agreed to marry verbally, without exchanging legal contracts[,] ... [o]thers jumped over broomsticks placed across their thresholds to officialize their union and create new households", indicating that contractless weddings and jumping the broomstick were different kinds of marriage.
In some African-American communities, marrying couples will end their ceremony by jumping over a broomstick, either together or separately. This practice is well attested for as a marriage ceremony for slaves in the Southern United States in the 1840s and 1850s who were often not permitted to wed legally.
Its revival in 20th century African American culture is due to the novel and miniseries "" (1976, 1977).
Alan Dundes (1996) notes the unusual development of how "a custom which slaves were "forced" to observe by their white masters has been revived a century later by African Americans as a treasured tradition".
There have been occasional speculations to the effect that the custom may have origins in West Africa, but there is no direct evidence for this, although Dundes points to a custom of Ghana where brooms were waved above the heads of newlyweds and their parents.
Among southern Africans, who were largely not a part of the Atlantic slave trade, it represented the wife's commitment or willingness to clean the courtyard of the new home she had joined. Tyler D. Parry argues the Ghanaian connection is a weak case for its origins, especially considering the ritual used by slaves bears far more similarities to the custom in the British Isles. Parry argues that, despite the racial animus that characterized the US South in the nineteenth century, poor white southerners (many of them descendants of people who used irregular forms of matrimony in Britain) and enslaved people exchanged their cultures between one another at far greater rates than commonly acknowledged.
Slave-owners were faced with a dilemma regarding committed relationships between slaves. While some family stability might be desirable as helping to keep slaves tractable and pacified, anything approaching a legal marriage was not. Marriage gave a couple rights over each other which conflicted with the slave-owners’ claims. Most marriages between enslaved blacks were not legally recognized during American slavery, as in law marriage was held to be a civil contract, and civil contracts required the consent of free persons. In the absence of any legal recognition, the slave community developed its own methods of distinguishing between committed and casual unions.
The ceremonial jumping of the broom served as an open declaration of settling down in a marriage relationship. Jumping the broom was always done before witnesses as a public ceremonial announcement that a couple chose to become as close to married as was then allowed.
Jumping the broom fell out of practice when blacks were free to marry legally.
The practice did survive in some communities, and the phrase "jumping the broom" was synonymous with "getting married," even if the couple did not literally jump a broom. However, despite its smaller scale continuity in certain rural areas of the United States (among both black and white communities), it made a resurgence among African Americans after the publication of Alex Haley's "."
Danita Rountree Green describes the African American custom as it stood in the early 1990s in her book "Broom Jumping: A Celebration of Love" (1992).
American singer-songwriter Brenda Lee released the rockabilly song "Let's Jump the Broomstick" on Decca Records in 1959.
Via its association with Wales and the popular association of the broom with witches, the custom has also been adopted by some Wiccans.
A film titled "Jumping the Broom", directed by Salim Akil, and starring Paula Patton & Laz Alonso was released on 6 May 2011.
In a 2013 episode of Grey's Anatomy, Miranda Bailey and Ben Warren jump over a broom at the conclusion of their wedding ceremony.
In the classic 1977 TV mini-series "Roots", Kunta Kinte/"Toby" (played by John Amos as adult Kunta Kinte - Levar Burton played the teenager Kunta Kinte) had a marriage ceremony where he and Belle (played by Madge Sinclair) jumped the broom.
In the 2016 film "The Birth of a Nation", a couple getting betrothed is seen jumping a broom.
In an episode of The Originals (season 2) (Episode 13 "The Devil is Damned") the custom is described as being necessary when a priest is not available and the wedding "couldn't wait."
In Homicide:Life on the Street, The Wedding (Season 4 Episode 21),1996 Meldrick Lewis(Clark Johnson) makes reference to this tradition to members of the homicide division.
In an episode of This Is Us (season 3) (Episode 16 "R & B") the characters of Randal and Beth are shown to jump the broom while walking down the aisle after their wedding ceremony in a flashback.
The custom has been reference twice by rap duo Outkast: in "Call the Law" on their 2006 album "Idlewild" and in 2007 song International Players Anthem (I Choose You).
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https://en.wikipedia.org/wiki?curid=16190
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Jackie Robinson
Jack Roosevelt Robinson (January 31, 1919 – October 24, 1972) was an American professional baseball player who became the first African American to play in Major League Baseball (MLB) in the modern era. Robinson broke the baseball color line when he started at first base for the Brooklyn Dodgers on April 15, 1947. When the Dodgers signed Robinson, they heralded the end of racial segregation in professional baseball that had relegated black players to the Negro leagues since the 1880s. Robinson was inducted into the Baseball Hall of Fame in 1962.
During his 10-year MLB career, Robinson won the inaugural Rookie of the Year Award in 1947, was an All-Star for six consecutive seasons from 1949 through 1954, and won the National League Most Valuable Player Award in 1949—the first black player so honored. Robinson played in six World Series and contributed to the Dodgers' 1955 World Series championship.
In 1997, MLB retired his uniform number 42 across all major league teams; he was the first professional athlete in any sport to be so honored. MLB also adopted a new annual tradition, "Jackie Robinson Day", for the first time on April 15, 2004, on which every player on every team wears No. 42.
Robinson's character, his use of nonviolence, and his unquestionable talent challenged the traditional basis of segregation that had then marked many other aspects of American life. He influenced the culture of and contributed significantly to the civil rights movement. Robinson also was the first black television analyst in MLB and the first black vice president of a major American corporation, Chock full o'Nuts. In the 1960s, he helped establish the Freedom National Bank, an African-American-owned financial institution based in Harlem, New York. After his death in 1972, Robinson was posthumously awarded the Congressional Gold Medal and Presidential Medal of Freedom in recognition of his achievements on and off the field.
Jack Roosevelt Robinson was born on January 31, 1919, into a family of sharecroppers in Cairo, Georgia. He was the youngest of five children born to Mallie (McGriff) and Jerry Robinson, after siblings Edgar, Frank, Matthew (nicknamed "Mack"), and Willa Mae. His middle name was in honor of former President Theodore Roosevelt, who died 25 days before Robinson was born. After Robinson's father left the family in 1920, they moved to Pasadena, California.
The extended Robinson family established itself on a residential plot containing two small houses at 121 Pepper Street in Pasadena. Robinson's mother worked various odd jobs to support the family. Growing up in relative poverty in an otherwise affluent community, Robinson and his minority friends were excluded from many recreational opportunities. As a result, Robinson joined a neighborhood gang, but his friend Carl Anderson persuaded him to abandon it.
In 1935, Robinson graduated from Washington Junior High School and enrolled at John Muir High School (Muir Tech). Recognizing his athletic talents, Robinson's older brothers Mack (himself an accomplished athlete and silver medalist at the 1936 Summer Olympics) and Frank inspired Jackie to pursue his interest in sports.
At Muir Tech, Robinson played several sports at the varsity level and lettered in four of them: football, basketball, track, and baseball. He played shortstop and catcher on the baseball team, quarterback on the football team, and guard on the basketball team. With the track and field squad, he won awards in the broad jump. He was also a member of the tennis team.
In 1936, Robinson won the junior boys singles championship in the annual Pacific Coast Negro Tennis Tournament and earned a place on the Pomona annual baseball tournament all-star team, which included future Hall of Famers Ted Williams and Bob Lemon. In late January 1937, the "Pasadena Star-News" newspaper reported that Robinson "for two years has been the outstanding athlete at Muir, starring in football, basketball, track, baseball and tennis."
After Muir, Robinson attended Pasadena Junior College (PJC), where he continued his athletic career by participating in basketball, football, baseball, and track. On the football team, he played quarterback and safety. He was a shortstop and leadoff hitter for the baseball team, and he broke school broad-jump records held by his brother Mack. As at Muir High School, most of Jackie's teammates were white. While playing football at PJC, Robinson suffered a fractured ankle, complications from which would eventually delay his deployment status while in the military. In 1938, he was elected to the All-Southland Junior College Team for baseball and selected as the region's Most Valuable Player.
That year, Robinson was one of 10 students named to the school's Order of the Mast and Dagger ("Omicron Mu Delta"), awarded to students performing "outstanding service to the school and whose scholastic and citizenship record is worthy of recognition." Also while at PJC, he was elected to the Lancers, a student-run police organization responsible for patrolling various school activities.
An incident at PJC illustrated Robinson's impatience with authority figures he perceived as racist—a character trait that would resurface repeatedly in his life. On January 25, 1938, he was arrested after vocally disputing the detention of a black friend by police. Robinson received a two-year suspended sentence, but the incident—along with other rumored run-ins between Robinson and police—gave Robinson a reputation for combativeness in the face of racial antagonism. While at PJC, he was motivated by a preacher (the Rev. Karl Downs) to attend church on a regular basis, and Downs became a confidant for Robinson, a Christian. Toward the end of his PJC tenure, Frank Robinson (to whom Robinson felt closest among his three brothers) was killed in a motorcycle accident. The event motivated Jackie to pursue his athletic career at the nearby University of California, Los Angeles (UCLA), where he could remain closer to Frank's family.
After graduating from PJC in spring 1939, Robinson enrolled at UCLA, where he became the school's first athlete to win varsity letters in four sports: baseball, basketball, football, and track.
He was one of four black players on the Bruins' 1939 football team; the others were Woody Strode, Kenny Washington, and Ray Bartlett. Washington, Strode, and Robinson made up three of the team's four backfield players. At a time when only a few black students played mainstream college football, this made UCLA college football's most They went undefeated with four ties at
In track and field, Robinson won the 1940 NCAA championship in the long jump at . Belying his future career, baseball was Robinson's "worst sport" at UCLA; he hit .097 in his only season, although in his first game he went 4-for-4 and twice stole home.
While a senior at UCLA, Robinson met his future wife, Rachel Isum (b.1922), a UCLA freshman who was familiar with Robinson's athletic career He played football as a senior, but the 1940 Bruins won only one game. In the spring, Robinson left college just shy of graduation, despite the reservations of his mother and Isum. He took a job as an assistant athletic director with the government's National Youth Administration (NYA)
After the government ceased NYA operations, Robinson traveled to Honolulu in the fall of 1941 to play football for the semi-professional, racially integrated Honolulu After a short season, Robinson returned to California in December 1941 to pursue a career as running back for the Los Angeles Bulldogs of the Pacific Coast Football League. By that time, however, the Japanese attack on Pearl Harbor had taken place, which drew the United States into World War II and ended Robinson's nascent football career.
In 1942, Robinson was drafted and assigned to a segregated Army cavalry unit in Fort Riley, Kansas. Having the requisite qualifications, Robinson and several other black soldiers applied for admission to an Officer Candidate School (OCS) then located at Fort Riley. Although the Army's initial July 1941 guidelines for OCS had been drafted as race neutral, few black applicants were admitted into OCS until after subsequent directives by Army leadership. As a result, the applications of Robinson and his colleagues were delayed for several months. After protests by heavyweight boxing champion Joe Louis (then stationed at Fort Riley) and the help of Truman Gibson (then an assistant civilian aide to the Secretary of War), the men were accepted into OCS. The experience led to a personal friendship between Robinson and Louis. Upon finishing OCS, Robinson was commissioned as a second lieutenant in January 1943. Shortly afterward, Robinson and Isum were formally engaged.
After receiving his commission, Robinson was reassigned to Fort Hood, Texas, where he joined the 761st "Black Panthers" Tank Battalion. While at Fort Hood, Robinson often used his weekend leave to visit the Rev. Karl Downs, President of Sam Huston College (now Huston-Tillotson University) in nearby Austin, Texas; Downs had been Robinson's pastor at Scott United Methodist Church while Robinson attended PJC.
An event on July 6, 1944, derailed Robinson's military career. While awaiting results of hospital tests on the ankle he had injured in junior college, Robinson boarded an Army bus with a fellow officer's wife; although the Army had commissioned its own unsegregated bus line, the bus driver ordered Robinson to move to the back of the bus. Robinson refused. The driver backed down, but after reaching the end of the line, summoned the military police, who took Robinson into custody. When Robinson later confronted the investigating duty officer about racist questioning by the officer and his assistant, the officer recommended Robinson be court-martialed. After Robinson's commander in the 761st, Paul L. Bates, refused to authorize the legal action, Robinson was summarily transferred to the 758th Battalion—where the commander quickly consented to charge Robinson with multiple offenses, including, among other charges, public drunkenness, even though Robinson did not drink.
By the time of the court-martial in August 1944, the charges against Robinson had been reduced to two counts of insubordination during questioning. Robinson was acquitted by an all-white panel of nine officers. The experiences Robinson was subjected to during the court proceedings would be remembered when he later joined MLB and was subjected to racist attacks. Although his former unit, the 761st Tank Battalion, became the first black tank unit to see combat in World War II, Robinson's court-martial proceedings prohibited him from being deployed overseas; thus, he never saw combat action.
After his acquittal, he was transferred to Camp Breckinridge, Kentucky, where he served as a coach for army athletics until receiving an honorable discharge in November 1944. While there, Robinson met a former player for the Kansas City Monarchs of the Negro American League, who encouraged Robinson to write the Monarchs and ask for a tryout. Robinson took the former player's advice and wrote to Monarchs' co-owner Thomas Baird.
After his discharge, Robinson briefly returned to his old football club, the Los Angeles Bulldogs. Robinson then accepted an offer from his old friend and pastor Rev. Karl Downs to be the athletic director at Samuel Huston College in Austin, then of the Southwestern Athletic Conference. The job included coaching the school's basketball team for the 1944–45 season. As it was a fledgling program, few students tried out for the basketball team, and Robinson even resorted to inserting himself into the lineup for exhibition games. Although his teams were outmatched by opponents, Robinson was respected as a disciplinarian coach, and drew the admiration of, among others, Langston University basketball player Marques Haynes, a future member of the Harlem Globetrotters.
In early 1945, while Robinson was at Sam Huston College, the Kansas City Monarchs sent him a written offer to play professional baseball in the Negro leagues. Robinson accepted a contract for $400 per month. Although he played well for the Monarchs, Robinson was frustrated with the experience. He had grown used to a structured playing environment in college, and the Negro leagues' disorganization and embrace of gambling interests appalled him. The hectic travel schedule also placed a burden on his relationship with Isum, with whom he could now communicate only by letter. In all, Robinson played 47 games at shortstop for the Monarchs, hitting .387 with five home runs, and registering 13 stolen bases. He also appeared in the 1945 East–West All-Star Game, going hitless in five at-bats.
During the season, Robinson pursued potential major league interests. No black man had played in the major leagues since Moses Fleetwood Walker in 1884, but the Boston Red Sox nevertheless held a tryout at Fenway Park for Robinson and other black players on April 16. The tryout, however, was a farce chiefly designed to assuage the desegregationist sensibilities of powerful Boston City Councilman Isadore H. Y. Muchnick. Even with the stands limited to management, Robinson was subjected to racial epithets. He left the tryout humiliated, and more than fourteen years later, in July 1959, the Red Sox became the last major league team to integrate its roster.
Other teams, however, had more serious interest in signing a black ballplayer. In the mid-1940s, Branch Rickey, club president and general manager of the Brooklyn Dodgers, began to scout the Negro leagues for a possible addition to the Dodgers' roster. Rickey selected Robinson from a list of promising black players and interviewed him for possible assignment to Brooklyn's International League farm club, the Montreal Royals. Rickey was especially interested in making sure his eventual signee could withstand the inevitable racial abuse that would be directed at him. In a famous three-hour exchange on August 28, 1945, Rickey asked Robinson if he could face the racial animus without taking the bait and reacting angrily—a concern given Robinson's prior arguments with law enforcement officials at PJC and in the military. Robinson was aghast: "Are you looking for a Negro who is afraid to fight back?" Rickey replied that he needed a Negro player "with guts enough not to fight back." After obtaining a commitment from Robinson to "turn the other cheek" to racial antagonism, Rickey agreed to sign him to a contract for $600 a month, equal to $ today. Rickey did not offer compensation to the Monarchs, instead believing all Negro league players were free agents due to the contracts not containing a reserve clause. Among those Rickey discussed prospects with was Wendell Smith, writer for the black weekly "Pittsburgh Courier", who according to Cleveland Indians owner and team president Bill Veeck "influenced Rickey to take Jack Robinson, for which he's never completely gotten credit."
Although he required Robinson to keep the arrangement a secret for the time being, Rickey committed to formally signing Robinson before November 1, 1945. On October 23, it was publicly announced that Robinson would be assigned to the Royals for the 1946 season. On the same day, with representatives of the Royals and Dodgers present, Robinson formally signed his contract with the Royals. In what was later referred to as "The Noble Experiment", Robinson was the first black baseball player in the International League since the 1880s. He was not necessarily the best player in the Negro leagues, and black talents Satchel Paige and Josh Gibson were upset when Robinson was selected first. Larry Doby, who broke the color line in the American League the same year as Robinson, said, "One of the things that was disappointing and disheartening to a lot of the black players at the time was that Jack was not the best player. The best was Josh Gibson. I think that's one of the reasons why Josh died so early—he was heartbroken."
Rickey's offer allowed Robinson to leave behind the Monarchs and their grueling bus rides, and he went home to Pasadena.
That September, he signed with Chet Brewer's Kansas City Royals, a post-season barnstorming team in the California Winter League. Later that off-season, he briefly toured South America with another barnstorming team, while his fiancée Isum pursued nursing opportunities in New York City. On February 10, 1946, Robinson and Isum were married by their old friend, the Rev. Karl Downs.
In 1946, Robinson arrived at Daytona Beach, Florida, for spring training with the Montreal Royals of the Class AAA International League (the designation of "AAA" for the highest level of minor league baseball was first used in the 1946 season). Clay Hopper, the manager of the Royals, asked Rickey to assign Robinson to any other Dodger affiliate, but Rickey refused.
Robinson's presence was controversial in racially charged Florida. He was not allowed to stay with his white teammates at the team hotel, and instead lodged at the home of Joe and Dufferin Harris, a politically active African American couple who introduced the Robinsons to civil rights activist Mary McLeod Bethune. Since the Dodgers organization did not own a spring training facility (the Dodger-controlled spring training compound in Vero Beach known as "Dodgertown" did not open until spring 1948), scheduling was subject to the whim of area localities, several of which turned down any event involving Robinson or Johnny Wright, another black player whom Rickey had signed to the Dodgers' organization in January. In Sanford, Florida, the police chief threatened to cancel games if Robinson and Wright did not cease training activities there; as a result, Robinson was sent back to Daytona Beach. In Jacksonville, the stadium was padlocked shut without warning on game day, by order of the city's Parks and Public Property director. In DeLand, a scheduled day game was postponed, ostensibly because of issues with the stadium's electrical lighting.
After much lobbying of local officials by Rickey himself, the Royals were allowed to host a game involving Robinson in Daytona Beach. Robinson made his Royals debut at Daytona Beach's City Island Ballpark on March 17, 1946, in an exhibition game against the team's parent club, the Dodgers. Robinson thus became the first black player to openly play for a minor league team against a major league team since the "de facto" baseball color line had been implemented in the 1880s.
Later in spring training, after some less-than-stellar performances, Robinson was shifted from shortstop to second base, allowing him to make shorter throws to first base. Robinson's performance soon rebounded. On April 18, 1946, Roosevelt Stadium hosted the Jersey City Giants' season opener against the Montreal Royals, marking the professional debut of the Royals' Jackie Robinson and the first time the color barrier had been broken in a game between two minor league clubs. Pitching against Robinson was Warren Sandel who had played against him when they both lived in California. During Robinson's first at bat, the Jersey City catcher, Dick Bouknight, demanded that Sandel throw at Robinson, but Sandel refused. Although Sandel induced Robinson to ground out at his first at bat, Robinson ended up with four hits in his five trips to the plate; his first hit was a three-run home run in the game's third inning. He also scored four runs, drove in three, and stole two bases in the Royals' 14–1 victory. Robinson proceeded to lead the International League that season with a .349 batting average and .985 fielding percentage, and he was named the league's Most Valuable Player. Although he often faced hostility while on road trips (the Royals were forced to cancel a Southern exhibition tour, for example), the Montreal fan base enthusiastically supported Robinson. Whether fans supported or opposed it, Robinson's presence on the field was a boon to attendance; more than one million people went to games involving Robinson in 1946, an amazing figure by International League standards. In the fall of 1946, following the baseball season, Robinson returned home to California and briefly played professional basketball for the short-lived Los Angeles Red Devils.
In 1947, the Dodgers called Robinson up to the major leagues six days before the start of the season. With Eddie Stanky entrenched at second base for the Dodgers, Robinson played his initial major league season as a first baseman. On April 15, Robinson made his major league debut at the relatively advanced age of 28 at Ebbets Field before a crowd of 26,623 spectators, more than 14,000 of whom were black. Although he failed to get a base hit, he walked and scored a run in the Dodgers' 5–3 victory. Robinson became the first player since 1884 to openly break the major league baseball color line. Black fans began flocking to see the Dodgers when they came to town, abandoning their Negro league teams.
Robinson's promotion met a generally positive, although mixed, reception among newspapers and white major league players. However, racial tension existed in the Dodger clubhouse. Some Dodger players insinuated they would sit out rather than play alongside Robinson. The brewing mutiny ended when Dodgers management took a stand for Robinson. Manager Leo Durocher informed the team, "I do not care if the guy is yellow or black, or if he has stripes like a fuckin' zebra. I'm the manager of this team, and I say he plays. What's more, I say he can make us all rich. And if any of you cannot use the money, I will see that you are all traded."
Robinson was also derided by opposing teams. According to a press report, the St. Louis Cardinals threatened to strike if Robinson played and to spread the walkout across the entire National League. Existence of the plot was said to have been leaked by the Cardinals' team physician, Robert Hyland, to a friend, the "New York Herald Tribune"s Rutherford "Rud" Rennie. The reporter, concerned about protecting Hyland's anonymity and job, in turn leaked it to his "Tribune" colleague and editor, Stanley Woodward, whose own subsequent reporting with other sources protected Hyland. The Woodward article made national headlines. After it was published, National League President Ford Frick and Baseball Commissioner Happy Chandler let it be known that any striking players would be suspended. "You will find that the friends that you think you have in the press box will not support you, that you will be outcasts," Frick was quoted as saying. "I do not care if half the league strikes. Those who do it will encounter quick retribution. All will be suspended and I don't care if it wrecks the National League for five years. This is the United States of America and one citizen has as much right to play as another." Woodward's article received the E. P. Dutton Award in 1947 for Best Sports Reporting. The Cardinals players denied that they were planning to strike, and Woodward later told author Roger Kahn that Frick was his true source; writer Warren Corbett said that Frick's speech "never happened". Regardless, the report led to Robinson receiving increased support from the sports media. Even "The Sporting News", a publication that had backed the color line, came out against the idea of a strike.
Robinson nonetheless became the target of rough physical play by opponents (particularly the Cardinals). At one time, he received a seven-inch gash in his leg from Enos Slaughter. On April 22, 1947, during a game between the Dodgers and the Philadelphia Phillies, Phillies players and manager Ben Chapman called Robinson a "nigger" from their dugout and yelled that he should "go back to the cotton fields". Rickey later recalled that Chapman "did more than anybody to unite the Dodgers. When he poured out that string of unconscionable abuse, he solidified and united thirty men."
Robinson did, however, receive significant encouragement from several major league players. Robinson named Lee "Jeep" Handley, who played for the Phillies at the time, as the first opposing player to wish him well. Dodgers teammate Pee Wee Reese once came to Robinson's defense with the famous line, "You can hate a man for many reasons. Color is not one of them." In 1947 or 1948, Reese is said to have put his arm around Robinson in response to fans who shouted racial slurs at Robinson before a game in Boston or Cincinnati. A statue by sculptor William Behrends, unveiled at KeySpan Park on November 1, 2005, depicts Reese with his arm around Robinson. Jewish baseball star Hank Greenberg, who had to deal with ethnic epithets during his career, also encouraged Robinson. Following an incident where Greenberg collided with Robinson at first base, he "whispered a few words into Robinson's ear", which Robinson later characterized as "words of encouragement." Greenberg had advised him to overcome his critics by defeating them in games. Robinson also talked frequently with Larry Doby, who endured his own hardships since becoming the first black player in the American League with the Cleveland Indians, as the two spoke to one another via telephone throughout the season.
Robinson finished the season having played in 151 games for the Dodgers, with a batting average of .297, an on-base percentage of .383, and a .427 slugging percentage. He had 175 hits (scoring 125 runs) including 31 doubles, 5 triples, and 12 home runs, driving in 48 runs for the year. Robinson led the league in sacrifice hits, with 28, and in stolen bases, with 29. His cumulative performance earned him the inaugural Major League Baseball Rookie of the Year Award (separate National and American League Rookie of the Year honors were not awarded until 1949).
Following Stanky's trade to the Boston Braves in March 1948, Robinson took over second base, where he logged a .980 fielding percentage that year (second in the National League at the position, fractionally behind Stanky). Robinson had a batting average of .296 and 22 stolen bases for the season. In a 12–7 win against the St. Louis Cardinals on August 29, 1948, he hit for the cycle—a home run, a triple, a double, and a single in the same game. The Dodgers briefly moved into first place in the National League in late August 1948, but they ultimately finished third as the Braves went on to win the league title and lose to the Cleveland Indians in the World Series.
Racial pressure on Robinson eased in 1948 when a number of other black players entered the major leagues. Larry Doby (who broke the color barrier in the American League on July 5, 1947, just 11 weeks after Robinson) and Satchel Paige played for the Cleveland Indians, and the Dodgers had three other black players besides Robinson. In February 1948, he signed a $12,500 contract (equal to $ today) with the Dodgers; while a significant amount, this was less than Robinson made in the off-season from a vaudeville tour, where he answered pre-set baseball questions and a speaking tour of the South. Between the tours, he underwent surgery on his right ankle. Because of his off-season activities, Robinson reported to training camp overweight. He lost the weight during training camp, but dieting left him weak at the plate. In 1948, Wendell Smith's book, "Jackie Robinson: My Own Story", was released.
In the spring of 1949, Robinson turned to Hall of Famer George Sisler, working as an advisor to the Dodgers, for batting help. At Sisler's suggestion, Robinson spent hours at a batting tee, learning to hit the ball to right field. Sisler taught Robinson to anticipate a fastball, on the theory that it is easier to subsequently adjust to a slower curveball. Robinson also noted that "Sisler showed me how to stop lunging, how to check my swing until the last fraction of a second". The tutelage helped Robinson raise his batting average from .296 in 1948 to .342 in 1949. In addition to his improved batting average, Robinson stole 37 bases that season, was second place in the league for both doubles and triples, and registered 124 runs batted in with 122 runs scored. For the performance Robinson earned the Most Valuable Player Award for the National League. Baseball fans also voted Robinson as the starting second baseman for the 1949 All-Star Game—the first All-Star Game to include black players.
That year, a song about Robinson by Buddy Johnson, "Did You See Jackie Robinson Hit That Ball?", reached number 13 on the charts; Count Basie recorded a famous version. Ultimately, the Dodgers won the National League pennant, but lost in five games to the New York Yankees in the 1949 World Series.
Summer 1949 brought an unwanted distraction for Robinson. In July, he was called to testify before the United States House of Representatives' Committee on Un-American Activities (HUAC) concerning statements made that April by black athlete and actor Paul Robeson. Robinson was reluctant to testify, but he eventually agreed to do so, fearing it might negatively affect his career if he declined.
In 1950, Robinson led the National League in double plays made by a second baseman with 133. His salary that year was the highest any Dodger had been paid to that point: $35,000 ($ in dollars). He finished the year with 99 runs scored, a .328 batting average, and 12 stolen bases. The year saw the release of a film biography of Robinson's life, "The Jackie Robinson Story", in which Robinson played himself, and actress Ruby Dee played Rachael "Rae" (Isum) Robinson. The project had been previously delayed when the film's producers refused to accede to demands of two Hollywood studios that the movie include scenes of Robinson being tutored in baseball by a white man. "The New York Times" wrote that Robinson, "doing that rare thing of playing himself in the picture's leading role, displays a calm assurance and composure that might be envied by many a Hollywood star."
Robinson's Hollywood exploits, however, did not sit well with Dodgers co-owner Walter O'Malley, who referred to Robinson as "Rickey's prima donna". In late 1950, Rickey's contract as the Dodgers' team President expired. Weary of constant disagreements with O'Malley, and with no hope of being re-appointed as President of the Dodgers, Rickey cashed out his one-quarter financial interest in the team, leaving O'Malley in full control of the franchise. Rickey shortly thereafter became general manager of the Pittsburgh Pirates. Robinson was disappointed at the turn of events and wrote a sympathetic letter to Rickey, whom he considered a father figure, stating, "Regardless of what happens to me in the future, it all can be placed on what you have done and, believe me, I appreciate it."
Before the 1951 season, O'Malley reportedly offered Robinson the job of manager of the Montreal Royals, effective at the end of Robinson's playing career. O'Malley was quoted in the "Montreal Standard" as saying, "Jackie told me that he would be both delighted and honored to tackle this managerial post"—although reports differed as to whether a position was ever formally offered.
During the 1951 season, Robinson led the National League in double plays made by a second baseman for the second year in a row, with 137. He also kept the Dodgers in contention for the 1951 pennant. During the last game of the regular season, in the 13th inning, he had a hit to tie the game and then hit a home run in the 14th inning, which proved to be the winning margin. This forced a best-of-three playoff series against the crosstown rival New York Giants.
Despite Robinson's regular-season heroics, on October 3, 1951, the Dodgers lost the pennant on Bobby Thomson's famous home run, known as the Shot Heard 'Round the World. Overcoming his dejection, Robinson dutifully observed Thomson's feet to ensure he touched all the bases. Dodgers sportscaster Vin Scully later noted that the incident showed "how much of a competitor Robinson was." He finished the season with 106 runs scored, a batting average of .335, and 25 stolen bases.
Robinson had what was an average year for him in 1952. He finished the year with 104 runs, a .308 batting average, and 24 stolen bases. He did, however, record a career-high on-base percentage of .436. The Dodgers improved on their performance from the year before, winning the National League pennant before losing the 1952 World Series to the New York Yankees in seven games. That year, on the television show "Youth Wants to Know", Robinson challenged the Yankees' general manager, George Weiss, on the racial record of his team, which had yet to sign a black player. Sportswriter Dick Young, whom Robinson had described as a "bigot", said, "If there was one flaw in Jackie, it was the common one. He believed that everything unpleasant that happened to him happened because of his blackness." The 1952 season was the last year Robinson was an everyday starter at second base. Afterward, Robinson played variously at first, second, and third bases, shortstop, and in the outfield, with Jim Gilliam, another black player, taking over everyday second base duties. Robinson's interests began to shift toward the prospect of managing a major league team. He had hoped to gain experience by managing in the Puerto Rican Winter League, but according to the "New York Post", Commissioner Happy Chandler denied the request.
In 1953, Robinson had 109 runs, a .329 batting average, and 17 steals, leading the Dodgers to another National League pennant (and another World Series loss to the Yankees, this time in six games). Robinson's continued success spawned a string of death threats. He was not dissuaded, however, from addressing racial issues publicly. That year, he served as editor for "Our Sports" magazine, a periodical focusing on Negro sports issues; contributions to the magazine included an article on golf course segregation by Robinson's old friend Joe Louis. Robinson also openly criticized segregated hotels and restaurants that served the Dodger organization; a number of these establishments integrated as a result, including the five-star Chase Park Hotel in St. Louis.
In 1954, Robinson had 62 runs scored, a .311 batting average, and 7 steals. His best day at the plate was on June 17, when he hit two home runs and two doubles. The following autumn, Robinson won his only championship when the Dodgers beat the New York Yankees in the 1955 World Series. Although the team enjoyed ultimate success, 1955 was the worst year of Robinson's individual career. He hit .256 and stole only 12 bases. The Dodgers tried Robinson in the outfield and as a third baseman, both because of his diminishing abilities and because Gilliam was established at second base. Robinson, then 37 years old, missed 49 games and did not play in Game 7 of the World Series. Robinson missed the game because manager Walter Alston decided to play Gilliam at second and Don Hoak at third base. That season, the Dodgers' Don Newcombe became the first black major league pitcher to win twenty games in a year.
In 1956, Robinson had 61 runs scored, a .275 batting average, and 12 steals. By then, he had begun to exhibit the effects of diabetes and to lose interest in the prospect of playing or managing professional baseball. Robinson ended his major league career when he struck out to end Game 7 of the 1956 World Series. After the season, the Dodgers traded Robinson to the arch-rival New York Giants for Dick Littlefield and $35,000 cash (equal to $ today). The trade, however, was never completed; unbeknownst to the Dodgers, Robinson had already agreed with the president of Chock full o'Nuts to quit baseball and become an executive with the company. Since Robinson had sold exclusive rights to any retirement story to "Look" magazine two years previously, his retirement decision was revealed through the magazine, instead of through the Dodgers organization.
Robinson's major league debut brought an end to approximately sixty years of segregation in professional baseball, known as the baseball color line. After World War II, several other forces were also leading the country toward increased equality for blacks, including their accelerated migration to the North, where their political clout grew, and President Harry Truman's desegregation of the military in 1948. Robinson's breaking of the baseball color line and his professional success symbolized these broader changes and demonstrated that the fight for equality was more than simply a political matter. Martin Luther King, Jr. said that he was "a legend and a symbol in his own time", and that he "challenged the dark skies of intolerance and frustration." According to historian Doris Kearns Goodwin, Robinson's "efforts were a monumental step in the civil-rights revolution in America ... [His] accomplishments allowed black and white Americans to be more respectful and open to one another and more appreciative of everyone's abilities."
Beginning his major league career at the relatively advanced age of twenty-eight, he played only ten seasons from 1947 to 1956, all of them for the Brooklyn Dodgers. During his career, the Dodgers played in six World Series, and Robinson himself played in six All-Star Games. In 1999, he was posthumously named to the Major League Baseball All-Century Team.
Robinson's career is generally considered to mark the beginning of the post–"long ball" era in baseball, in which a reliance on raw power-hitting gave way to balanced offensive strategies that used footspeed to create runs through aggressive baserunning. Robinson exhibited the combination of hitting ability and speed which exemplified the new era. He scored more than 100 runs in six of his ten seasons (averaging more than 110 runs from 1947 to 1953), had a .311 career batting average, a .409 career on-base percentage, a .474 slugging percentage, and substantially more walks than strikeouts (740 to 291). Robinson was one of only two players during the span of 1947–56 to accumulate at least 125 steals while registering a slugging percentage over .425 (Minnie Miñoso was the other). He accumulated 197 stolen bases in total, including 19 steals of home. None of the latter were double steals (in which a player stealing home is assisted by a player stealing another base at the same time). Robinson has been referred to by author David Falkner as "the father of modern base-stealing".
Historical statistical analysis indicates Robinson was an outstanding fielder throughout his ten years in the major leagues and at virtually every position he played. After playing his rookie season at first base, Robinson spent most of his career as a second baseman. He led the league in fielding among second basemen in 1950 and 1951. Toward the end of his career, he played about 2,000 innings at third base and about 1,175 innings in the outfield, excelling at both.
Assessing himself, Robinson said, "I'm not concerned with your liking or disliking me ... all I ask is that you respect me as a human being." Regarding Robinson's qualities on the field, Leo Durocher said, "Ya want a guy that comes to play. This guy didn't just come to play. He come to beat ya. He come to stuff the goddamn bat right up your ass."
Robinson portrayed himself in the 1950 motion picture "The Jackie Robinson Story". Other portrayals include:
Robinson was also the subject of a 2016 PBS documentary, "Jackie Robinson", which was directed by Ken Burns and features Jamie Foxx doing voice-over as Robinson.
Robinson once told future Hall of Fame inductee Hank Aaron that "the game of baseball is great, but the greatest thing is what you do after your career is over." Robinson retired from baseball at age 37 on January 5, 1957. Later that year, after he complained of numerous physical ailments, he was diagnosed with diabetes, a disease that also afflicted his brothers. Although Robinson adopted an insulin injection regimen, the state of medicine at the time could not prevent the continued deterioration of Robinson's physical condition from the disease.
In October 1959, Robinson entered the whites-only waiting room at the Greenville Municipal Airport. Airport police asked Robinson to leave, but he refused. At a National Association for the Advancement of Colored People (NAACP) speech in Greenville, South Carolina, Robinson urged "complete freedom" and encouraged black citizens to vote and to protest their second-class citizenship. The following January, approximately 1,000 people marched on New Year's Day to the airport, which was desegregated shortly thereafter.
In his first year of eligibility for the Baseball Hall of Fame in 1962, Robinson encouraged voters to consider only his on-field qualifications, rather than his cultural impact on the game. He was elected on the first ballot, becoming the first black player inducted into the Cooperstown museum.
In 1965, Robinson served as an analyst for ABC's "Major League Baseball Game of the Week" telecasts, the first black person to do so. In 1966, Robinson was hired as general manager for the short-lived Brooklyn Dodgers of the Continental Football League. In 1972, he served as a part-time commentator on Montreal Expos telecasts.
On June 4, 1972, the Dodgers retired his uniform number, 42, alongside those of Roy Campanella (39) and Sandy Koufax (32). From 1957 to 1964, Robinson was the vice president for personnel at Chock full o'Nuts; he was the first black person to serve as vice president of a major American corporation. Robinson always considered his business career as advancing the cause of black people in commerce and industry. Robinson also chaired the NAACP's million-dollar Freedom Fund Drive in 1957, and served on the organization's board until 1967. In 1964, he helped found, with Harlem businessman Dunbar McLaurin, Freedom National Bank—a black-owned and operated commercial bank based in Harlem. He also served as the bank's first chairman of the board. In 1970, Robinson established the Jackie Robinson Construction Company to build housing for low-income families.
Robinson was active in politics throughout his post-baseball life. He identified himself as a political independent, although he held conservative opinions on several issues, including the Vietnam War (he once wrote to Martin Luther King, Jr. to defend the Johnson Administration's military policy). After supporting Richard Nixon in his 1960 presidential race against John F. Kennedy, Robinson later praised Kennedy effusively for his stance on civil rights. Robinson was angered by conservative Republican opposition to the Civil Rights Act of 1964. He became one of six national directors for Nelson Rockefeller's unsuccessful campaign to be nominated as the Republican candidate for the 1964 presidential election. After the party nominated Senator Barry Goldwater of Arizona instead, Robinson left the party's convention commenting that he now had "a better understanding of how it must have felt to be a Jew in Hitler's Germany". He later became special assistant for community affairs when Rockefeller was re-elected governor of New York in 1966. Switching his allegiance to the Democrats, he subsequently supported Hubert Humphrey against Nixon in 1968.
Robinson protested against the major leagues' ongoing lack of minority managers and central office personnel, and he turned down an invitation to appear in an old-timers' game at Yankee Stadium in 1969. He made his final public appearance on October 15, 1972, throwing the ceremonial first pitch before Game 2 of the World Series at Riverfront Stadium in Cincinnati. He gratefully accepted a plaque honoring the twenty-fifth anniversary of his MLB debut, but also commented, "I'm going to be tremendously more pleased and more proud when I look at that third base coaching line one day and see a black face managing in baseball." This wish was only fulfilled after Robinson's death: following the 1974 season, the Cleveland Indians gave their managerial post to Frank Robinson (no relation to Jackie), a Hall of Fame-bound player who would go on to manage three other teams. Despite the success of these two Robinsons and other black players, the number of African-American players in Major League Baseball has declined since the 1970s.
After Robinson's retirement from baseball, his wife Rachel Robinson pursued a career in academic nursing. She became an assistant professor at the Yale School of Nursing and director of nursing at the Connecticut Mental Health Center. She also served on the board of the Freedom National Bank until it closed in 1990. She and Jackie had three children: Jackie Robinson Jr. (1946–1971), Sharon Robinson (b. 1950), and David Robinson (b. 1952).
Robinson's eldest son, Jackie Robinson Jr., had emotional trouble during his childhood and entered special education at an early age. He enrolled in the Army in search of a disciplined environment, served in the Vietnam War, and was wounded in action on November 19, 1965. After his discharge, he struggled with drug problems. Robinson Jr. eventually completed the treatment program at Daytop Village in Seymour, Connecticut, and became a counselor at the institution. On June 17, 1971, he was killed in an automobile accident at age 24. The experience with his son's drug addiction turned Robinson Sr. into an avid anti-drug crusader toward the end of his life.
Robinson did not long outlive his son. Complications from heart disease and diabetes weakened Robinson and made him almost blind by middle age. On October 24, 1972, Robinson died of a heart attack at his home on 95 Cascade Road in North Stamford, Connecticut; he was 53 years old. Robinson's funeral service on October 27, 1972, at Upper Manhattan's Riverside Church in Morningside Heights, attracted 2,500 mourners. Many of his former teammates and other famous baseball players served as pallbearers, and the Rev. Jesse Jackson gave the eulogy. Tens of thousands of people lined the subsequent procession route to Robinson's interment site at Cypress Hills Cemetery in Brooklyn, New York, where he was buried next to his son Jackie and mother-in-law Zellee Isum. Twenty-five years after Robinson's death, the Interboro Parkway was renamed the Jackie Robinson Parkway in his memory. This parkway bisects the cemetery in close proximity to Robinson's gravesite.
After Robinson's death, his widow founded the Jackie Robinson Foundation, and she remains an officer as of 2018. On April 15, 2008, she announced that in 2010 the foundation would open a museum devoted to Jackie in Lower Manhattan. Robinson's daughter, Sharon, became a midwife, educator, director of educational programming for MLB, and the author of two books about her father. His youngest son, David, who has six children, is a coffee grower and social activist in Tanzania.
According to a poll conducted in 1947, Robinson was the second most popular man in the country, behind Bing Crosby. In 1999, he was named by "Time" on its list of the . Also in 1999, he ranked number 44 on the "Sporting News" list of Baseball's 100 Greatest Players and was elected to the Major League Baseball All-Century Team as the top vote-getter among second basemen. Baseball writer Bill James, in "The New Bill James Historical Baseball Abstract", ranked Robinson as the 32nd greatest player of all time strictly on the basis of his performance on the field, noting that he was one of the top players in the league throughout his career. Robinson was among the 25 charter members of UCLA's Athletics Hall of Fame in 1984. In 2002, Molefi Kete Asante included Robinson on his list of 100 Greatest African Americans. Robinson has also been honored by the United States Postal Service on three separate postage stamps, in 1982, 1999, and 2000.
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JPEG Network Graphics
JPEG Network Graphics (JNG, ) is a JPEG-based graphics file format which is closely related to PNG: it uses the PNG file structure (with a different signature) as a container format to wrap JPEG-encoded image data.
JNG was created as an adjunct to the MNG animation format, but may be used as a stand-alone format. JNG files embed an 8-bit or 12-bit JPEG datastream in order to store color data, and may embed another datastream (1, 2, 4, 8, 16-bit PNG, or 8-bit JPEG grayscale image) for transparency information. However, a JNG may contain two separate JPEG datastreams for color information (one 8-bit and one 12-bit) to permit decoders that are unable to (or do not wish to) handle 12-bit datastreams to display the 8-bit datastream instead, if one is present.
Version 1.0 of the JNG specification was released on January 31, 2001 (initially as part of the MNG specification). Usually, all the applications supporting the MNG file format can handle JNG files too. For example, Konqueror has native MNG/JNG support, and MNG/JNG plugins are available for Opera, Internet Explorer, and Mozilla Firefox. The Mozilla Application Suite (and hence Netscape) originally supported MNG/JNG, but native support was removed in Mozilla 1.5a by developers, and Mozilla has not supported the format since, despite requests from its users. Safari does not support MNG/JNG.
JNG enhances the capabilities of the JFIF format (the usual JPEG file format) by supporting transparency, two consecutive color streams (one 8-bit and the other 12-bit), and other useful PNG features like color correction, gamma correction, embedded color profiles, PNG-style metadata, checksums, etc. The transparency information inside a JNG file (as an alpha channel) can be saved either in lossless PNG format or in lossy JPEG format. This way, users can benefit from the power of JPEG compression while preserving lossless (PNG-compressed) transparency information.
The chunk-based structure of JNG files is essentially the same as that of PNG files, differing only in the slightly different signature and the use of different chunks.
JNG does not have a registered Internet media type, but codice_1 can be used.
Due to the lack of wide adoption of both the JNG and MNG format, it has fallen in disuse in favor of other formats that are in active development with similar qualities:
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Jane Shore
Elizabeth "Jane" Shore ("née" Lambert) (c. 1445 – c. 1527) was one of the many mistresses of King Edward IV of England. She became the best-known to history through being later accused of conspiracy by the future King Richard III, and compelled to do public penance. She was also a sometime mistress of other noblemen, including Edward's stepson, Thomas Grey, 1st Marquess of Dorset, and William Hastings, 1st Baron Hastings but ended her life in bourgeois respectability.
Born in London in about 1445, Elizabeth Lambert was the daughter of a prosperous merchant, John Lambert, and his wife Amy, who was the daughter of a well-off grocer named Robert Marshall. The name "Jane", which has sometimes been attached to her, was the invention of a 17th-century playwright (Heywood), because during the course of the sixteenth century, her real first name was omitted, then forgotten by authors. The tradition must go further back, however, as on 28 August 1599 was licensed the ‘History of the Life and Death of Master Shore and Jane Shore his Wife'.
Spending time in her father's shop at a young age may have brought the young Elizabeth into contact with ladies of high rank. C. J. S. Thompson's highly romanticised biography, "The Witchery of Jane Shore, the Rose of London: The Romance of a Royal Mistress" (1933) claimed that she was able to observe their behaviour and gain an understanding of the manners of those higher ranking than herself. She was thought to have been highly intelligent, and as a result received an education that was not usually associated with a person of her class. Thompson also claimed that her beauty earned her the title of "The Rose of London" – although this is not mentioned in contemporary sources. According to Thomas More, writing when Shore was elderly, she had been fair of body though not tall; she was attractive to men more through her personality than her physical beauty, being intelligent, literate, merry and playful.
She attracted many suitors, among them William Hastings, 1st Baron Hastings, friend and confidant of Edward IV. It is likely Hastings fell in love with Elizabeth Lambert before her marriage; his affection for her is apparent later in life by his continual protection of her.
Such extreme attention made John Lambert desirous of finding his daughter a suitable husband. Such an opportunity presented itself with William Shore (d. 1494), a goldsmith and banker and common visitor to the Lambert home. He was approximately 14 or 15 years older than Jane. Though handsome and well-to-do, he never really won her affections. Their marriage was annulled in March 1476 after she petitioned for the annulment of her marriage on the grounds that her husband was impotent, which prevented her from fulfilling her desire to have children. Pope Sixtus IV commissioned three bishops to decide the case, and they granted the annulment.
According to the Patent Rolls for 4 December 1476, it was during this same year that Shore began her liaison with Edward IV, after his return from France. Edward did not discard her as he did many of his mistresses, and was completely devoted to her. She had a large amount of influence over the king, but would not use it for her own personal gain. This was exemplified by her practice of bringing those out of favour before the king to help them gain pardon. Shore, according to the official records, was not showered with gifts, unlike many of Edward's previous mistresses. Their relationship lasted until Edward's death in 1483.
Shore's two other lovers were Edward IV's eldest stepson, Thomas Grey, 1st Marquess of Dorset, and William Hastings, 1st Baron Hastings. Grey's wife was the wealthy heiress Cecily Bonville, 7th Baroness Harington, who also happened to be Hastings' stepdaughter. Shore was instrumental in bringing about the alliance between Hastings and the Woodvilles, which was formed while Richard, Duke of Gloucester, was Protector, before he took the throne as King Richard III. She was accused of carrying messages between Hastings and Edward IV's widow, Elizabeth Woodville. It was because of her role in this alliance that Shore was charged with conspiracy, along with Hastings and the Woodvilles, against the Protector's government.
Shore's punishment included open penance at Paul's Cross for her promiscuous behaviour by Richard, though this may have been motivated by the suspicion that she had harboured Grey when he was a fugitive or as a result of Richard's antagonism towards any person who represented his older brother's court. A clash of personalities between the lighthearted Shore and stern Richard also generated a mutual dislike between the two. Shore accordingly went in her kirtle through the streets one Sunday with a taper in her hand, attracting a lot of male attention along the way.
After her public penitence, Shore resided in Ludgate prison. While there, she captivated the King's Solicitor General, Thomas Lynom. After he expressed an interest in Shore to Richard, the King tried to dissuade him for his own good. This is evinced by a letter to John Russell from Richard, where the King asked the chancellor to try to prevent the marriage, but if Lynom were determined on the marriage, to release Shore from prison and put her in the charge of her father until Richard's next arrival in London when the marriage could take place. They were married and had one daughter. It is believed that Shore lived out the remainder of her life in bourgeois respectability. Lynom lost his position as King's Solicitor when Henry VII defeated Richard III at the Battle of Bosworth in August 1485, but he was able to stay on as a mid-level bureaucrat in the new reign, becoming a gentleman who sat on the commissions in the Welsh Marches and clerk controller to Arthur, Prince of Wales, at Ludlow Castle. Thomas More attested that even in old age an attentive observer might discern in her shriveled countenance traces of her former beauty.
For a bibliography see James L. Harner, "Jane Shore in Literature: A Checklist" in "Notes and Queries", v. 226, December 1981, p. 496.
The IMDB database lists three films entitled "Jane Shore":
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Jack Kemp
Jack French Kemp (July 13, 1935 – May 2, 2009) was an American politician and a professional player in both American football and Canadian football. A member of the Republican Party from New York, he served as Housing Secretary in the administration of President George H. W. Bush from 1989 to 1993, having previously served nine terms in the United States House of Representatives from 1971 to 1989. He was the Republican Party's vice presidential nominee in the 1996 election, as the running mate of presidential nominee Bob Dole. Kemp had previously contended for the presidential nomination in the 1988 Republican primaries.
Before entering politics, Kemp was a professional quarterback for 13 years. He played briefly in the National Football League (NFL) and the Canadian Football League (CFL), but became a star in the American Football League (AFL). He served as captain of both the San Diego Chargers and Buffalo Bills and earned the AFL Most Valuable Player award in 1965 after leading the Bills to a second consecutive championship. He played in the AFL for all 10 years of its existence, appeared in its All-Star game seven times, played in its championship game five times, and set many of the league's career passing records. Kemp also co-founded the AFL Players Association, for which he served five terms as president. During the early part of his football career, he served in the United States Army Reserve.
As an economic conservative, Kemp advocated low taxes and supply-side policies during his political career. His positions spanned the social spectrum, ranging from his conservative opposition to abortion to his more libertarian stances advocating immigration reform. As a proponent of both Chicago school and supply-side economics, he is notable as an influence upon the Reagan agenda and the architect of the Economic Recovery Tax Act of 1981, which is known as the Kemp–Roth tax cut.
After his days in political office, Kemp remained active as a political advocate and commentator; he served on corporate and nonprofit organization boards. He also authored, co-authored, and edited several books. He promoted American football and advocated for retired professional football players. Kemp was posthumously awarded the Presidential Medal of Freedom in 2009 by President Barack Obama.
Born, raised, and educated in Los Angeles, Kemp was the third of four sons of Frances Elizabeth (née Pope) and Paul Robert Kemp Sr. Paul turned his motorcycle messenger service into a trucking company that grew from one to 14 trucks. Frances was a well-educated social worker and Spanish teacher. Kemp grew up in the heavily Jewish Wilshire district of West Los Angeles, but his tight-knit middle-class family attended the Church of Christ, Scientist. In his youth, sports consumed Kemp, who once chose the forward pass as the subject of a school essay on important inventions, although his mother attempted to broaden his horizons with piano lessons and trips to the Hollywood Bowl.
Kemp attended Melrose Avenue's Fairfax High School, which was, at the time, known for its high concentration of both Jewish students and children of celebrities. Over 95% of Kemp's classmates were Jewish, and he later became a supporter of Jewish causes. His classmates included musician Herb Alpert, baseball pitcher Larry Sherry, and academic Judith A. Reisman. During his years in high school, Kemp worked with his brothers at his father's trucking company in downtown Los Angeles. In his spare time, he was a rigorous reader, preferring history and philosophy books.
After graduating from high school in 1953, he attended Occidental College, a founding member of the NCAA Division III Southern California Intercollegiate Athletic Conference. Kemp selected Occidental because its football team used professional formations and plays, which he hoped would help him to become a professional quarterback. At and , he considered himself too small to play for the USC Trojans or UCLA Bruins, the major Southern California college football programs.
At Occidental, Kemp was a record-setting javelin hurler and played several positions on the football team: quarterback, defensive back, place kicker, and punter. Although he was near-sighted, Kemp was tenacious on the field. During his years as starting quarterback the team posted 6–2 and 3–6 records. Kemp was named a Little All-America player one year in which he threw for over 1,100 yards. That year, he led the nation's small colleges in passing. He and close friend Jim Mora, who later became an NFL head coach, were members of the Alpha Tau Omega fraternity. Another teammate in college was Ron Botchan, who was an NFL referee for years (record five Super Bowls). Kemp declined to become involved in student government. After graduating from Occidental with a degree in physical education, he pursued postgraduate studies in economics at Long Beach State University and California Western University in San Diego, and served in the military from 1958 to 1962.
Kemp graduated from Occidental in 1957 and married Joanne Main, his college sweetheart, after she graduated from Occidental in 1958. Main had grown up in Fillmore, California, and attended Fillmore High School in Ventura County. Kemp's Biblical Literature professor, Keith Beebe, presided over the wedding. The Kemps had two sons. Both were professional football quarterbacks: Jeff Kemp (born in 1959) played in the NFL from 1981 to 1991, and Jimmy Kemp (born in 1971) played in the CFL from 1994 to 2002. Significantly for a man with his demanding schedule, Jack never missed one of their games as children or in college. They also had two daughters: Jennifer Kemp Andrews (born in 1961) and Judith Kemp (born in 1963).
In 1976, C. Everett Koop wrote "The Right to Live, The Right to Die", setting down his own concerns about abortion, infanticide, and euthanasia. Koop also took some time off from his surgical practice to make a series of films with Christian apologists Frank Schaeffer and his father Francis Schaeffer in 1978, entitled "Whatever Happened to the Human Race?" based on the book of the same title that had been previously written by the elder Schaeffer. Frank Schaeffer and his associate, Jim Buchfuehrer provided a private, five-hour screening of "Whatever Happened to the Human Race?" to Jack Kemp and wife Joanne in their home that, according to Frank Schaeffer's account of the late evening and early morning event in his book "Crazy for God", led to both the Schaeffers and Koop obtaining "...access to everyone in the Republican Party".
Joanne Kemp once suffered a miscarriage, which Kemp later said made him re-evaluate the sanctity of human life and affirmed his opposition to abortion.
Following his wedding, Kemp converted to his wife's Presbyterian faith. He identified as a born-again Christian.
Kemp was a 33rd degree Freemason in the Northern Masonic Jurisdiction.
After being selected by the Detroit Lions in the 17th round of the 1957 NFL draft, Kemp was cut from the team before the 1957 NFL season began. He spent 1957 with the Pittsburgh Steelers and 1958 on the taxi squads of the San Francisco 49ers and New York Giants. The Giants hosted the NFL championship game, known as the "Greatest Game Ever Played" and the first overtime NFL playoff game, but, as a third-string quarterback member of the taxi squad, Kemp did not take the field.
After his time in the NFL, Kemp served a year as a private in the United States Army Reserve. During his service, he played one game for the Calgary Stampeders of the Canadian Football League, which made him ineligible for the NFL in 1959. According to his older brother Tom, his parents drove him from California to Calgary, Alberta only to see him cut. By this time Kemp had been cut from five professional teams (Lions, Steelers, Giants, 49ers, and Stampeders) and his family encouraged him to get on with his life.
On February 9 and 11, 1960, the newly formed AFL agreed to "no tampering" policies with the NFL and CFL respectively, protecting each league's players. Players like Kemp, with modest NFL experience, were often signed by the AFL at the time. Kemp signed as a free agent with the AFL's Los Angeles Chargers.
In 1960, Kemp led the Chargers to a Western Division Championship with a 10–4 record. He finished second in the league to Frank Tripucka in passing attempts, completions, and yards (making him and Tripucka the league's first 3,000-yard passers), led the AFL in yards per completion and times sacked, and finished one rushing touchdown short of the league lead. Under Kemp, the Chargers' offense averaged 46 points over its last four games and scored more than 41 points in five of its last nine games. In the AFL championship game, he led the team to field goals on its first two possessions, but after the Houston Oilers posted a touchdown in the second quarter for a 7–6 lead, the Chargers never recovered.
In 1961, "San Diego Union" editor Jack Murphy convinced Barron Hilton to move the Chargers from Los Angeles to San Diego. Kemp led the relocated team to a 12–2 record and a repeat Western Division Championship. He again finished second in passing yards (this time to George Blanda). The Chargers earned an AFL championship game rematch against the Oilers. However, this time the Chargers were unable to score until a fourth-quarter field goal in a 10–3 loss.
The Berlin Wall was erected in August 1961. On October 15, 1961, President John F. Kennedy activated Kemp's San Diego-based 977th Transportation Company reserves unit for duty in response. In September, the right-handed Kemp had injured his left shoulder while playing football. Medical examiners found swelling and muscle spasms and described his voluntary range of motion at 80%. In a decision that was reviewed and upheld by the Surgeon General of the United States Army, Army doctors found him as unfit for active duty. That year, he led the Chargers to a division title, passing for 2,686 yards and 15 touchdowns. Years later, Kemp's 1961 Chargers roommate, Ron Mix, recalled that Kemp needed "ten or so" shots of painkillers before each game and commented that "it sounds weird, but he could play football and not be fit to serve in the Army."
In 1962, Kemp broke his middle finger two games into the season and was unable to play. He persuaded his doctors to set his broken finger around a football, so that his grip would not be affected once the finger healed. Chargers coach Sid Gillman put Kemp on waivers to try to "hide" him. Buffalo Bills coach Lou Saban noticed that Kemp was available and claimed him for a $100 waiver fee on September 25, 1962, in what sportswriter Randy Schultz has called one of the biggest bargains in professional football history. The Dallas Texans and Denver Broncos also attempted to claim Kemp, but he was awarded to Buffalo by AFL commissioner Joe Foss.
According to Billy Shaw, Kemp's acquisition solved the Bills' quarterback problem, but Kemp was not excited about coming to Buffalo. According to Van Miller, "Jack's a skier, and he wanted to go to Denver and play for the Broncos. He hated the thought of coming to Buffalo." In Buffalo, he would become known for his love of reading a broad range of books including those by Henry Thoreau, which led to chidings from Saban.
Injuries, including the broken finger, kept Kemp from playing for most of 1962. That season, Kemp received a military draft notice for service in the Vietnam War but was granted a draft waiver because of a knee problem. The injuries healed, and Kemp debuted for Buffalo on November 18, 1962, by directing the only touchdown drive in a 10–6 win over the Oakland Raiders. He played only four games for Buffalo in 1962, but made the AFL All-Star team. The Bills won three of their last four games to finish 7–6–1.
On December 14, 1962, the Bills outbid the Green Bay Packers for Notre Dame quarterback Daryle Lamonica. In 1963, a four-season starting quarterback battle began that continued until Lamonica left for the Raiders. Lamonica felt he "... learned a lot from Jack about quarterbacking. And I truly believe that we were a great one-two punch at the position for the Bills." In 1963, Kemp led the Bills from a slow start to a tie for the AFL Eastern Division lead with a 7–6–1 record. Kemp again placed second in passing attempts, completions, and yards, and he also finished second to teammate Cookie Gilchrist in rushing touchdowns. The Bills played the Boston Patriots in an Eastern Division playoff game to determine the division title on December 28 at War Memorial Stadium in Buffalo, New York, in weather. During the game, Buffalo replaced Kemp with Lamonica after falling behind 16–0, but still lost 26–8.
Kemp was said to be the "clubhouse lawyer" for the Bills because of his role in mediating conflicts. In 1964, he managed personalities such as Gilchrist, who walked off the field when plays were not being called for him, and Saban, whom he kept from cutting Gilchrist the following week. He also managed the politics of his quarterback battle with Lamonica, who engineered four winning touchdown drives in the Bills' first seven games. Kemp was the first and only Professional Football player to pass for three touchdowns in the first quarter of a season-opening game, against the Kansas City Chiefs in 1964, until the record was tied but not broken, 47 years later in 2011 by Aaron Rodgers. The 1964 team won its first nine games and went 12–2 for the regular season, winning the Eastern Division with a final game victory over the Patriots at Fenway Park. Kemp led the league in yards per attempt and finished one rushing touchdown short of the league lead, which was shared by Gilchrist and Sid Blanks. In the AFL championship game, he scored the final touchdown with just over nine minutes left in a 20–7 victory.
According to Lamonica, the 1965 team had a new emphasis: "In '64 we had depended a lot on Gilchrist and our running attack to carry us. . .But that all changed in '65. The Bills had traded Gilchrist in the off season to the Denver Broncos. So we went to a pass-oriented game more that season than we ever had before. We not only went to our receivers, but we threw a lot to our running backs. And I really think it brought out the best in Jack that year." In 1965, the Bills finished with a 10–3–1 record. Kemp finished the season second in the league in pass completions. In the 1965 AFL Championship Game, Buffalo defeated the Chargers 23–0; for Kemp, the victory was special because it came against his former team. Kemp's role in leading the Bills to a repeat championship without Gilchrist and with star receiver Elbert Dubenion playing only three games earned him a share of the AFL MVP awards that he split with former Charger teammate, Paul Lowe. Kemp also won the Associated Press award and the Championship Game Most Valuable Player award.
Following the championship game, Saban resigned to coach the University of Maryland and defensive coordinator Joe Collier was promoted to head coach for the 1966 season. Kemp led the Bills to their third consecutive division title with a 9–4–1 record. However, in the AFL championship game, which was played for the right to represent the AFL in Super Bowl I, the Bills lost to the Kansas City Chiefs 31–7. Kemp was named an AFL All-Star for the sixth consecutive year. The 1967 Bills endured a 4–10 1967 AFL season, in which Kemp was not named to the All-Star game for the first time in his AFL career.
On August 23, 1968, the Bills suffered a blowout preseason loss to the Houston Oilers. On August 26, Collier put the Bills through a 40-play scrimmage. During the scrimmage, Ron McDole fell on Kemp's right knee and injured it, forcing Kemp to sit out the entire 1968 season. The Bills went 1–12–1 without Kemp.
Despite Kemp's return from injury and the arrival of running back O. J. Simpson, the Bills only compiled a 4–10 record during the 1969 season under new coach John Rauch. Kemp was named an AFL All-Star in 1969 for the seventh time in the league's 10 years. He advocated recognition of the league, and in its last year, 1969, lobbied Pete Rozelle to have AFL teams wear an AFL patch to honor it. In 1969, the Erie County Republican Party approached him about running for the United States Congress. After the January 17, 1970, AFL All-Star game, Kemp returned home and talked to his wife before deciding to enter politics. Kemp said, "I had a four-year no-cut contract with the Bills at the time. ... I figured that if I lost I could always come back and play. But the fans had their say and I was elected to Congress."
Kemp led Buffalo to the AFL playoffs four straight years (1963-1966), three consecutive Eastern Division titles (1964-1966) and two straight AFL Championships (1964-1965). He led the league in career passes attempted, completions, and yards gained passing. He played in five of the AFL's 10 Championship Games, and holds the same career records (passing attempts, completions, and yardage) for championships. He is second in many other championship game categories, including career and single-game passer rating. He ranks third in rushing touchdowns by an NFL or AFL quarterback with 40, behind Steve Young's 52 and Otto Graham's 44. A "Sporting News" All-League selection at quarterback in 1960 and 1965, and the AFL MVP in 1965. He was the only AFL quarterback to be listed as a starter all 10 years of the league's existence and one of only 20 players to serve all 10 of those years. His number 15 was retired by the Bills in 1984. In 2012, the Professional Football Researchers Association named Kemp to the PRFA Hall of Very Good Class of 2012
However, despite his success and important AFL records, he is most prominently listed in the NFL record book for less flattering accomplishments, including his place as a former record holder for most quarterback sacks in a game. Despite Kemp's many records, Joe Namath and Len Dawson were selected as the quarterbacks for the All-time AFL team. Kemp is a member of the Greater Buffalo Sports Hall of Fame and the Buffalo Bills' Wall of Fame.
Kemp co-founded the AFL Players Association with Tom Addison of the Boston Patriots, and was elected its president five times. His founding of and involvement in the players' union contributed to his frequent siding with the Democrats on labor issues later in his career.
The NCAA's highest honor, the Theodore Roosevelt Award, was presented to Kemp in 1992, and he was named one of the Association's 100 most influential student-athletes in 2006.
Kemp's political career began long before his 1970 campaign. In 1960 and 1961, Kemp was an editorial assistant to "San Diego Union" editor and future Richard Nixon aide Herb Klein. Subsequently, Kemp became a volunteer in both Barry Goldwater's 1964 presidential campaign and Ronald Reagan's successful 1966 California gubernatorial campaign. In the 1967 football off-season, Kemp worked on Reagan's staff in Sacramento. In 1969, he was special assistant to the Republican National Committee chairman.
Kemp was a voracious reader, and his political beliefs were founded in early readings of Goldwater's "The Conscience of a Conservative", Ayn Rand's novels such as "The Fountainhead", and Friedrich von Hayek's "The Constitution of Liberty". He also brought from his football career a belief in racial equality which came from playing football with black teammates as Kemp said, "I wasn't there with Rosa Parks or Dr. King or John Lewis. But I am here now, and I am going to yell from the rooftops about what we need to do." Kemp's football colleagues confirmed this influence: John Mackey explained that "the huddle is colorblind."
As a self-described "bleeding-heart conservative", Kemp represented a part of the suburban Buffalo region known as the Southtowns (that traditionally voted Democratic) in the United States House of Representatives from 1971 to 1989. He is as fondly remembered for his good hair and handsome looks as for his athletic prowess and political savvy, and was described as having the charisma of the earlier John F. Kennedy. David Rosenbaum described Kemp as an independent politician who often legislated outside his committees' jurisdictions and often spoke in favor of ideals and principles rather than his party's political platforms. As a supply-sider, he was not a proponent of balanced budgeting and trivialized it while speaking of growth as an economic goal.
The Erie County, New York Republicans had drafted Kemp after incumbent congressman Richard D. McCarthy decided to run for the United States Senate. During his inaugural campaign, his district was in economic malaise, and "The New York Times" described him as a John F. Kennedy throwback who campaigned on family values, patriotism, sports, and defense. Upon his election to the Congress in a class of sixty-two freshmen, he was one of six newcomers—along with Ronald Dellums, Bella Abzug, Louise Day Hicks, Robert Drinan, and Pete du Pont—discussed in "Time". The article described him as a football fan like United States President Richard Nixon and as the recipient of advice from White House adviser Robert Finch and former Kemp boss Herb Klein, Nixon's director of communications. The Nixon aides encouraged Kemp to endorse the Cambodian invasion and to oppose criticism of Nixon's war policies in order to firm up Kemp's support from military hawks.
Kemp championed several Chicago school and supply-side economics issues, including economic growth, free markets, free trade, tax simplification and lower tax rates on both employment and investment income. He was a long-time proponent of the flat tax. He also defended the use of anti-Communist contra forces in Central America, supported the gold standard, spoke for civil rights legislation, opposed abortion, and was the first lawmaker to popularize enterprise zones, which he supported to foster entrepreneurship and job creation and expand homeownership among public housing tenants. During his career, he sometimes sounded like a liberal Democrat; he supported affirmative action and rights for illegal immigrants. "The New York Times" described Kemp as the most proactive combatant in the war on poverty since Robert Kennedy. He differed from Rockefeller Republicans and earlier combatants such as Lyndon Johnson by supporting incentive-based systems instead of traditional social programs. For his commitment to inner city concerns from within the Republican party, David Gergen heralded him as a "courageous voice in the wilderness." Although he was liberal on many social issues and supported civil liberties for homosexuals, he opposed certain gay rights such as the right to teach in schools. Kemp at times felt his role was that of "freewheeling, entrepreneurial, wildcatting backbencher."
"Time" identified 38-year-old second-term congressman Kemp as a future leader in its 1974 "Faces for the Future" feature. Another early-career notable magazine appearance was in a 1978 issue of "Esquire". The article explained allegations of homosexual activity among staffers in Ronald Reagan's Sacramento office in 1967; Kemp was not implicated. Kemp considered running for the U.S. Senate in 1980 and Hugh Sidey mentioned him as a contender to unseat Jimmy Carter in the 1980 presidential election and was a front runner for the vice presidency at the 1980 Republican National Convention, where he received 43 votes from conservative detractors of George H. W. Bush. After he was reelected for a sixth term in 1980, his Republican peers elected him to a party leadership position, and he served seven years as chairman of the House Republican Conference. This promotion occurred immediately after Kemp and David Stockman urged Reagan by memorandum to dedicate his first 100 days to working on an economic package with Congress. Kemp considered running for Governor of New York in 1982 but ultimately decided to stay in the House. By 1984, many viewed Kemp as Reagan's heir apparent.
Kemp had his first encounter with supply-side economics in 1976, when "The Wall Street Journal"'s Jude Wanniski interviewed him at his Congressional office. Kemp questioned Wanniski all day (until midnight, at Kemp's Bethesda, Maryland home) and was eventually converted to University of Southern California professor Arthur Laffer's supply-side discipline. Thereafter, Kemp espoused supply-side economics freely, and in 1978 he and Sen. William Roth of Delaware proposed tax-cutting legislation. Kemp has been credited as responsible for supply-side economics' inclusion in President Reagan's economic plan, although at the time of Robert Mundell's Nobel Memorial Prize in Economics recognition some attributed much of the credit to Mundell, Laffer, Robert Bartley, and Wanniski. In 1979, Kemp wrote "An American Renaissance" (), to deliver his message that "A rising tide lifts all boats." Although the realization of early 1980s tax cuts are attributed to Reagan, they were initiated by Kemp and Roth through their 1981 Kemp–Roth Tax Cut legislation. Reagan's budget based on this legislation passed over the objection of United States House Committee on Ways and Means Chairman Dan Rostenkowski.
During the Reagan years, Kemp and his followers ignored budget balancing while promoting tax cuts and economic growth. These tax cuts have been credited by conservatives for the economic growth from 1983 to 1990, which by 1996 had become one of the longest expansions in American history. Kemp notes that Federal Reserve chairman Paul Volcker's success at stemming inflation and the favorable regulatory environment were also major factors. Detractors note that the expansion was fueled by undesirable sectors like gaming, prisons, medical treatment, and credit card use.
An early Kemp tax reform attempt was an unsuccessful 1979 proposal to index tax brackets for cost of living fluctuations, which was incorporated in Reagan's 1980 package. Kemp co-sponsored a legislative attempt at enterprise zones in 1980. One of Kemp's more trying times as a congressman came in 1982 when Reagan decided to reverse the tax cuts and promote tax increases. The reversal was controversial and stimulated opposition by Kemp. Nonetheless, the revised taxes passed. In 1983, Kemp opposed the policies of chairman Volcker on multiple occasions. The debates included domestic monetary involvement and roles in funding the International Monetary Fund.
Kemp delivered speeches at several Republican National Conventions. He addressed the convention on July 15 at the 1980 Republican National Convention in Detroit, Michigan and on August 21 at the 1984 Republican National Convention in Dallas, Texas. During the 1984 Convention, with Trent Lott as Republican Party Platform Committee chairman, Congressmen Kemp and Newt Gingrich claimed control of the party platform to the consternation of G.O.P. senators Bob Dole and Howard Baker. Kemp's official role was as the chairman of the platform subcommittee on foreign policy. However, the three platform planks that he proposed involved tax hikes, the gold standard and the role of the Federal Reserve. Despite Kemp's official role, his real influence as an author was on the grammatical structure of the plank on tax hikes. By 1985, Kemp was a leading contender for the 1988 Presidential nomination. He also delivered remarks on free enterprise zones at the 1992 Republican National Convention in Houston, Texas. Despite efforts and considerations of expanding his political domain, Kemp never held a fundraiser outside of his suburban Western New York district until well into his eighth term in Congress.
Kemp was a critic of association football, known as soccer in the United States. In 1986, during a House floor debate over whether the United States should host the 1994 FIFA World Cup, Kemp proclaimed: "I think it is important for all those young out there—who someday hope to play real football, where you throw it and kick it and run with it and put it in your hands—[that] a distinction should be made that football is democratic capitalism, whereas soccer is a European socialist sport." Kemp compared his speech to George Carlin's 1984 comedy routine on the differences between baseball and American football and wrote that his "tongue was firmly planted in cheek" when making the speech. Despite the levity of the speech, it garnered significant backlash. However, he continued to insist that soccer's main problem is "it doesn't have a quarterback". Kemp noted that about half of his grandchildren play or have played organized soccer and claimed to have "changed" his position on soccer. He even attended the 1994 FIFA World Cup with longtime soccer fan Henry Kissinger, although he wrote during the 2006 FIFA World Cup that soccer can be interesting to watch but is still a "boring game".
In 1988, if Kemp had won his campaign for the United States Presidency, it would have made him the first person to move from the United States House of Representatives to the White House since James Garfield. When he formed his exploratory committee, he signed Ed Rollins, Reagan's 1984 re-election political director, as an advisor. From the outset, Kemp had failed to position himself as the primary alternative to Vice President Bush. Except for a select few cognoscenti, the general public did not recognize Kemp's leadership ability, although he was a successful man of ideas. In fact, most of the Republican electorate found themselves unfamiliar with Kemp early in his campaign. Political pundits recognized him, however, as a visionary idea man. In addition, he was quickly perceived as a verbose speaker who sometimes lost contact with his audience. Although Kemp tried to appeal to conservatives, his libertarian philosophies of tolerance and individual rights and his commitment to supporting minorities, women, blue-collar workers and organized labor clashed with conservative voters' social and religious values. To Democrats, Kemp's free-market philosophies were a form of laissez-faire anarchy. However, as much as Kemp wanted to minimize government's role, he acknowledged that moves toward a more laissez-faire system should be well-thought out.
After the May 1987 Gary Hart–Donna Rice scandal, a questionnaire by "The New York Times" requested things such as psychiatric records and access to FBI files from all 14 presidential candidates. Candidates from each party expressed opinions on both sides of the personal privacy issue, and Kemp rejected the "Times" inquiry as "beneath the dignity of a presidential candidate". His campaign was on an early positive course with many key early endorsements in New Hampshire, but Bush held the support of much of the Republican establishment in New York. Although he had an eclectic mix of supporters, Kemp's campaign began borrowing against anticipated Federal matching funds because it had quickly spent itself into the red, which may have been due to the use of expensive direct mail fundraising techniques. To offset his socially moderate stances, Kemp clarified his opposition to abortion, his support of the Strategic Defense Initiative (SDI) and his support for a stronger military than that favored by Secretary of State George Shultz. To position himself as Reagan's successor, Kemp called for Shultz's resignation based on claims that Shultz had neglected freedom fighters in Afghanistan and Nicaragua and had waffled on SDI. In an attempt to highlight his stands on key Reagan Era foreign policy initiatives, Kemp traveled in September 1987 to Costa Rica, Honduras and El Salvador to lobby the presidents of those nations against the Arias Peace Plan—a peace accord US conservatives felt too conciliatory to Central American communists. He was accompanied on the trip by 50-plus US conservative leaders.
Despite a platform covering the full range of political subjects, Kemp's primary campaign weapon was a fiscal policy based on tax cuts. As part of his fiscal policy, he opposed a Social Security benefits freeze and endorsed a freeze on government spending. Some viewed Kemp's supply-side stance as an attempt to ignore the national budget deficit. In late 1987, political pundits saw that Kemp needed to gain support from the far right on non-social issues. Kemp was among the majority of Republican candidates in opposition to Reagan's INF Treaty agreement with the Soviet Union's Mikhail Gorbachev despite general Republican voter approval of the treaty. With aspirations of support from right-wing voters, all candidates with low levels of poll support for the nomination took this same "sabre-rattling" stand. By early 1988, the moderates (Bush and Dole) were clearly the front-runners and Kemp was battling with Pat Robertson as the conservative alternative to the moderates.
He used a somewhat negative advertising campaign that seemed to have the intended initial effect of boosting him to serious contention. His 1988 campaign was based on the platform of supply-side economics and inner-city enterprise zones. In "Bare Knuckles and Back Rooms: My Life in American Politics", campaign chairman Rollins described Kemp as a candidate with foibles. Kemp's campaign managers say he was unmanageable: he ignored timers on his speeches, refused to call contributors, and refused to practice for debates. A humbling Super Tuesday, in which his 39 delegate total was fewer than eventual nominee and President Bush and both Dole and Pat Robertson, ended his campaign. After withdrawing from the race, he was still considered a contender for the Vice President nomination. In 1989, the Kemps switched their official residence from Hamburg, New York to Bethesda, Maryland, their residence at the time of his death. In 1994, Kemp's 1988 campaign reached a settlement with the Federal Election Commission by agreeing to pay $120,000 in civil penalties for 1988 campaign election law violations for, among other things, excessive contributions, improper direct corporate donations, press overbilling, exceeding spending limits in Iowa and New Hampshire, and failure to reimburse corporations for providing air transportation.
As a so-called "bleeding-heart conservative", Kemp was a logical choice for Bush as the Secretary of Housing and Urban Development, whose job would be to foster public sector and private sector methods to meet the demands of public housing. However, the scandals of Reagan's Secretary of Housing and Urban Development Samuel Pierce and the neglect of the president were obstacles from the start, and Kemp was unsuccessful at either of his major initiatives: enacting enterprise zones and promoting public housing tenant ownership. The goal of these two plans was to change public housing into tenant-owned residences and to lure industry and business into inner cities with federal incentives. Although Kemp did not affect much policy as HUD's director, he cleaned up HUD's reputation, and developed a plan to salvage the troubled Federal Housing Administration. He halted or revamped corrupt programs and developed an antidrug offensive, which enabled him to collaborate with Director of the National Drug Control Policy Bill Bennett. He supported "Operation Clean Sweep" and similar movements to prohibit firearm possession in public housing.
Although Kemp coaxed Bush to support a $4 billion housing program that encouraged public housing tenants to buy their own apartments, the Democratic Congress allocated only $361 million to the plan. In addition to opposition in Congress, Kemp fought White House Budget Director Richard Darman, who opposed Kemp's pet project HOPE (Homeownership and Opportunity for People Everywhere). The project involved selling public housing to its tenants. Darman also opposed Kemp's proposed welfare adjustment of government offsets. HOPE was first proposed to White House chief of staff John Sununu in June 1989 to create enterprise zones, increase subsidies for low-income renters, expand social services for the homeless and elderly, and enact tax changes to help first-time home buyers. Sununu opposed it at first as did most of the Cabinet, but in August 1990 Sununu, at the urging of United States Attorney General Dick Thornburgh, encouraged President Bush to endorse Kemp's Economic Empowerment Task Force. However, the Persian Gulf War and the budget negotiations overshadowed Kemp's new project. Darman battled Kemp and his allies such as Gingrich, James Pinkerton, and Vin Weber. The budget left him with $256 million for his plan, which Kemp increased during some appropriations battles. Soon after Clayton Yeutter was appointed chief White House domestic policy advisor, Kemp's Economic Empowerment Task Force was abolished.
President Bush avoided federal antipoverty issues, and instead used Kemp as a mouthpiece to speak on the administration's low priority conservative activist agenda. Bush's contribution to the urban agenda had been volunteerism through his "Points of Light" theme, and Kemp received stronger support for his ideas from presidential candidate Bill Clinton. By the time of the Los Angeles riots of 1992, Bush was a bit late in supporting enterprise zones, tenant ownership and welfare reform: Mort Zuckerman compared Bush's vision on racial issues to that of a man riding backwards in a railroad car. Nonetheless, the riots made Kemp a focal point of the administration, even though at first, Kemp had been overlooked. However, Charles E. Schumer had probably summarized the prospects of Kemp's success in advance best when he said in 1989, "Good ideas with money can do a whole lot. Good ideas without money aren't probably going to do a whole lot," and the issue here was the decision not to fund Kemp's ideas. Although Kemp was unable to procure money for his visions, he was among the administration's leading users of first class corporate jets. He cited lingering effects from a knee injury as the reason he had to fly first class at government expense as the Housing Secretary.
Generally, his time as housing secretary was considered unsuccessful. However, although he could not get federal funding for empowerment zones passed during his tenure, by 1992 38 states had created empowerment zones, and in 1994 $3.5 billion was approved for them under President Clinton. A free market Kemp initiative to allow homeowners to subdivide their houses for the purpose of creating rental units without inordinate bureaucracy did not get executed under the Clinton administration, however. In 1992, with H. Ross Perot mounting a formidable campaign, Kemp was again considered a vice presidential candidate.
Kemp was partly at fault for not achieving either of his primary goals because he did not get along with the rest of the Cabinet. At one point, Kemp told James Baker, White House Chief of Staff, that Bush's best chance to win reelection was to dump his economic advisors in dramatic fashion. Before the 1992 Republican National Convention, Kemp and six prominent Republican conservatives prepared a controversial memo urging Bush to revise his economic policy. Contemporaneously, conservative Republicans in office and in the media such as William F. Buckley Jr. and George Will felt Dan Quayle should be ousted in favor of Kemp. This followed Kemp's reference to parts of the President's economic policy as "gimmicks" after the 1992 State of the Union Address. Kemp was respected within the party for opposing Bush, and towards the end of Bush's administration insiders recognized his value. In late 1991, 81 of the 166 Republican Congressmen signed a letter co-authored by Curt Weldon and Dan Burton requesting that Bush cede some domestic authority to Kemp as a "domestic policy czar." The letter, highlighting Kemp's "energy, enthusiasm and national clout", insulted Bush. Kemp was a bit of a surprise to stay in the for the duration of his presidency, and he was described as one of the few Bush Administration members who would take tough stands. Kemp did not expect to be retained if the Republicans were reelected in 1992, and some pundits agreed with him.
Kemp gave public speeches for $35,000 apiece between his time as Housing Secretary and his Vice Presidential nomination. By 1994, Kemp had embarked on 241 fund-raising dinners to raise $35 million for a 1996 Presidential bid and to pay off his 1988 campaign debts. After stepping down from his $189,000 Secretary of Housing and Urban Development job, Kemp personally earned $6.9 million in the next three years, primarily for speaking on behalf of local Republican candidates. During the Super Bowl XXVIII festivities, Kemp hosted a notable fundraiser series.
Kemp was considered the star of the 1992 Republican National Convention. In 1992 and 1993, Kemp was considered the favorite or co-favorite for the 1996 Presidential nomination. At the time of the 1994 mid-term elections, Kemp was widely anticipated to announce his candidacy for 1996, and his supporters wanted a formal announcement by the end of the year. In January 1995, Kemp's stated reason for not entering the 1996 Republican Party presidential primaries was that his personal beliefs were out of balance with the contemporary Republican political landscape: Kemp opposed term limits, he always preferred tax cuts to anything resembling a balanced budget amendment and, unlike most Republicans, favored federal incentives to combat urban poverty. In 1995, Gloria Borger noted Kemp was not in step with the 1994 Contract with America. Kemp also noted a distaste for the vast fundraising necessary for a Presidential campaign. Gergen stated that by 1996 the selection process had become so expensive, mean and personally invasive that it discouraged several top Republicans from running. In 1995, while the world awaited the campaign decision announcement by Colin Powell, Kemp had positive thoughts on the prospect of such a campaign.
Senate Majority Leader Dole and Gingrich appointed Kemp to head a tax reform commission, (the Kemp Commission), in response to voter concern that the tax code had become too complicated. Kemp championed many issues including the flat tax, which he formally proposed after he was appointed. The proposal included some politically popular income tax deductions, such as mortgage interest, but it remained fairly general. Among the 1996 Republican Party candidates, both Steve Forbes and Phil Gramm proposed the flat tax.
During the campaign, Kemp's endorsement was highly coveted. Forbes had tried to get Kemp to run in the 1996 campaign, but Kemp declined and in fact endorsed Forbes just as Dole was closing in on the nomination, and just after Dole gained the endorsements of former contenders Lamar Alexander and Richard Lugar. Some feel the primary reason for the endorsement was to keep the flat tax idea and other supply-side views alive. Many thought Kemp had destroyed his own political future with the endorsement, and Kemp profusely apologized to Dole's campaign offices. After it became clear Dole would be the nominee, Kemp attempted to form a bipartisan seminar with Felix Rohatyn to produce a fiscal plan that could be endorsed by both parties.
Kemp was also outspoken on immigration on around this time: according to Kemp's interpretation of a scientific index that he and Bennett support, "immigrants are a blessing, not a curse." In 1994, Kemp and Bennett opposed California ballot Proposition 187, a measure to bar illegal immigrants from obtaining public services, in direct opposition to first-term Republican California Governor Pete Wilson, one of its endorsers who was running for re-election. Republican Senate candidate Michael Huffington had also endorsed the proposition. Kemp supported rights for illegal immigrants, and opposed Lamar Smith and Alan Simpson's proposed restrictions on legal immigration.
Kemp had a reputation as the highest-profile progressive Republican. When Dole declined an invitation to speak to the National Association for the Advancement of Colored People, he suggested Kemp as a substitute even before Kemp had become the vice presidential nominee. On August 5, 1996, Dole announced a 15% across-the-board tax cut in response to both the Forbes campaign and Kemp's tax reform commission. Several of Dole's other campaign ideas came from Kemp and Bill Bennett's Empower America, which had Jeane Kirkpatrick, Weber, Forbes and Alexander as principals. For example, Dole borrowed Kirkpatrick's tough foreign policy, Bennett's "right conduct" and even Alexander's school choice interest.
Bennett declined the offer to be Dole's running mate but suggested Kemp, a man described as Dole's antagonist. On August 16, 1996, the Republican Party chose Kemp as its vice presidential , running alongside former Senator Dole. Kemp was seen as a means to attract conservative and libertarian-minded voters like those of tough nomination-challengers Forbes and Pat Buchanan. Kemp was chosen over Connie Mack, John McCain, and Carroll Campbell, and it is assumed that this was partly because Kemp had several former staffers in influential positions as Dole's senior advisors. Dole had had a long history of representing the budget-balancing faction of the Party, while Kemp had had a long history of representing the tax-cutting advocates, and Kemp's tax-cutting fiscal track record was seen as the perfect fit for the ticket. When Kemp became Dole's running mate in 1996, they appeared on the cover of the August 19, 1996 issue of "Time" magazine, but the pair barely edged out a story on the reported discovery of extraterrestrial life on Mars, which was so close to being the cover story that "Time" inset it on the cover and wrote about how difficult the decision was.
The two politicians had a storied history stemming from alternative perspectives and objectives. Dole was a longstanding conservative deficit hawk who had even voted against John F. Kennedy's tax cuts, while Kemp was an outspoken supply-sider. In the early 1980s, according to David Stockman, Kemp persuaded Reagan to make a 30% across-the-board tax cut a central 1980 presidential campaign feature. Once Reagan was elected, Dole was the Senate Finance Committee chairman who Kemp claims resisted the plan every step of the way. Dole concedes he expressed reservations about the 1981 plan. The big confrontation came after the tax plan was approved and after Dole subsequently proposed tax increases that he referred to as reforms. Kemp was vocal in his opposition to the reforms and even penned an op-ed piece in "The New York Times," which enraged Dole. Reagan supported the reforms at Dole's request, causing Kemp to summon allies to meetings to stop the act, which eventually passed in 1982. At the 1984 Republican National Convention, Kemp, along with allies such as Gingrich and Lott, added a plank to the party platform that put President Reagan on record as ruling out tax increases. Gingrich called this action "Dole proofing" the platform, and the plank passed over Dole's opposition. Then, in 1985, Dole proposed an austere budget that barely passed in the Senate with appendectomy patient Pete Wilson casting the tying vote and Vice President Bush casting the deciding vote. In meetings with the president that excluded Dole, Kemp reworked the budget to exclude crucial Social Security cutbacks. This is said to have been Dole's most crushing political defeat and to have contributed to the Republican loss of control of the Senate. During the 1988 presidential election, the two antagonized each other. After Bush won and Kemp left Congress for the Cabinet, the two did not really cross paths again until 1996, when Kemp endorsed Dole's opponent Forbes on the eve of the New York Primary in March.
Dole despised Kemp's economic theories, but he felt Kemp-like tax cuts offered his best chance at electoral success. For his part, Kemp had to make concessions as well: he had to back expelling the children of illegal immigrants from public schools despite his longstanding opposition to Proposition 187 and mute his opposition to abolishing affirmative-action programs in California. Some derided Kemp for his compromise and referred to him as a "con artist". From the outset of their campaign, Dole-Kemp trailed, and they faced skeptics even from within the party. However, Kemp was able to use the nomination to promote his opposition to Clinton's partial birth abortion ban veto. During the campaign, Kemp and Forbes advocated for a stronger stand on tax cutting than Dole used. However, in general, the opinion was that Kemp was helpful to the ticket's chances of catching Bill Clinton, and Kemp's advocacy gave a clear picture of the tax reforms that would likely occur on the condition of a successful campaign. Kemp was seen as likely to influence several types of swing voters, especially those of his native state of California, and even the Democrats feared Kemp might lure voters.
After receiving the nomination, Kemp became the ticket's spokesman for minorities and the inner-city. Due to agreement on the self-help policy that Louis Farrakhan has endorsed in many fora including the Million Man March, Kemp in a sense aligned himself with Farrakhan. However, Farrakhan was perceived as being anti-Semitic, and Kemp was considered an ally of Republican Jews. This issue necessitated some political sidestepping. As the nominee, Kemp at times overshadowed Dole. In fact, more than once, Kemp was described as if he was the presidential nominee. In addition to having overshadowed Dole, despite the negative ad campaigns that the ticket used, Kemp was a very positive running mate who relied on a pep rally type of campaign tour full of football-related metaphors and hyperbole. Although some enjoyed Kemp's style, referring to him as the Good Shepherd, his detractors, such as "U.S. News & World Report" writer Steven V. Roberts, criticized the extensive use of recounting stories of passing balls relative to the use of recounting stories of passing bills. During the campaign, Kemp expressed the opinion that Republican Party leaders did not stand behind the ticket wholeheartedly. Despite Kemp's voice on minority issues, Colin Powell's support and polls that showed about 30% of blacks identified themselves as conservatives on issues such as school prayer, school vouchers and criminal justice, the Republicans were unable to improve upon historical support levels from African-American voters.
Both Al Gore and Kemp had presidential aspirations, which induced pursuit of debate on a higher plane. In addition, Gore and Kemp were long-time friends, unlike Gore and his previous vice presidential opponent Dan Quayle. Thus, as debaters they avoided personal attacks. However, some felt Kemp failed to counter substantive attacks. In the final October 9, 1996 vice presidential debate against Al Gore (held as the Dole–Kemp ticket trailed badly in the national polls), Kemp was soundly beaten, and Al Gore's performance is considered one of the best modern debate performances. The debate topics ranged broadly from the usual such as abortion and foreign policy to the unusual such as an incident preceding the then-current baseball playoffs, in which Roberto Alomar, the Baltimore Orioles' second baseman, cursed and spat on an umpire. The Mexico policy debate was one of the more interesting topics for critical review. The Gore victory was not a surprise since Kemp had been outmatched by Gore in previous encounters, and Gore had a reputation as an experienced and vaunted debater.
In 1993, Kemp, Bennett, Kirkpatrick and financial backer Theodore Forstmann co-founded the free market advocacy group Empower America, which later merged with Citizens for a Sound Economy to form Freedom Works. Empower America represented the populist wing of the party: while avoiding divisive issues such as abortion and gay rights, it promoted free markets and growth over balancing the budget and cutting the deficit. He resigned as Co-Chairman of Freedom Works in March 2005 after the Federal Bureau of Investigation (FBI) questioned his ties to Samir Vincent, a Northern Virginia oil trader implicated in the U.N. Oil-for-food scandal who pleaded guilty to four criminal charges, including illegally acting as an unregistered lobbyist of the Iraqi government of Saddam Hussein. Testimony about Kemp became prominent in the trial. Also, FBI informant Richard Fino tied Kemp to James Cosentino just weeks before the 1996 election.
By 1996, Kemp had been named a director of six corporate boards. He was a director for Hawk Corporation, IDT Corporation, CNL Hotels and Resorts, InPhonic, Cyrix Corporation and American Bankers Insurance Group. Kemp briefly served on the board of Oracle Corporation, whose CEO was his friend Larry Ellison, in 1996, but resigned when he ran for Vice President; he was named to the board of Six Flags, Inc. in December 2005. Kemp opted not to stand for re-election to IDT's board in 2006. He also served on the Habitat for Humanity board of directors, and served on the board of Atlanta-based software maker EzGov Inc. Kemp also served on the board of directors of Election.com, which was the private company that ran the world's first election on the internet (won by Al Gore), the 2000 Arizona Democratic Primary. Kemp was also a business partner with Edra and Tim Blixseth promoting membership in the elite private ski and golf Yellowstone Club. Kemp also partnered with the Blixseths in a failed anti-terrorism software venture called Blxware which was investigated for "conning" the federal government out of $20 million in contracts for software which fraudulently claimed to detect secret messages from Al-Qaeda in television broadcast signals. Kemp was the founder and chairman of Kemp Partners, a strategic consulting firm that helps clients achieve both business and public policy goals.
In addition to corporate boards of directors, Kemp served on several advisory boards such as the UCLA School of Public Policy Advisory Board, and the Toyota Diversity Advisory Board as well as the Howard University Board of Trustees, on which he served since 1993. On March 25, 2003, Kemp was selected as chairman of the board of Directors of USA Football, a national advocacy group for amateur football created by the National Football League (NFL) and the NFL Players Association. The organization supports Pop Warner, American Youth Football, Boys and Girls Clubs of America, National Recreation and Park Association, Police Athletic League, YMCA, and the Amateur Athletic Union. He was also vice president of NFL Charities.
In the late 1990s, Kemp remained outspoken on political issues: he was critical of Clinton's International Monetary Fund lax policies toward South Korea. In early 1998, he was a serious contender for the 2000 United States presidential election, but his campaign possibilities faltered, and he instead endorsed eventual winner George W. Bush. Kemp continued his political advocacy for reform of taxation, Social Security and education. When a 1997 budget surplus was earmarked for debt repayment, Kemp opposed the plan in favor of tax cuts. Along with John Ashcroft and Alan Krueger, he endorsed reform of payroll taxes to eliminate double taxation. In addition to his fiscal and economic policies, Kemp advocated against abortion when Congress was considering a bill banning intact dilation and extractions. He also advocated for retired NFL veterans on issues such as cardiovascular screening, assisted living, disability benefits, and the 2007 joint replacement program. He argued in support of reforming immigration laws. In the late 1990s, Kemp also was a vocal advocate for free market reform in Africa, arguing that the continent had great economic growth potential if it could shed autocratic and statist governmental policies.
In 1997, when Gingrich was embroiled in a House ethics controversy, Kemp served as an intermediary between Dole and Gingrich to save the Republican Party leader. Later, in 2002, when Lott made caustic remarks about Strom Thurmond, Kemp was upset, and he supported Lott's apology, saying he had encouraged him to "repudiate segregation in every manifestation." Kemp was among the prominent leaders who pledged to raise money in 2005 for Scooter Libby's defense when he was charged with perjury and obstruction of justice in a case regarding the release of Central Intelligence Agency information.
In June 2004, Kemp rescinded his support of Vernon Robinson for Congress due to the latter's views on immigration laws, citing Robinson's choice to run "as a Pat Buchanan Republican".
In 2006 Kemp, along with 2004 vice-presidential nominee John Edwards, co-chaired the Council on Foreign Relations task force on Russia, producing a document called "Russia's Wrong Direction: What the United States Can and Should Do". After their task force roles ended, the pair advocated solutions to poverty in America at various fora.
On January 6, 2008, Kemp endorsed McCain in the 2008 Republican presidential primaries shortly before the New Hampshire primary, which surprised conservative Republican tax cutters. However, as McCain neared the official nomination, the press associated McCain with Kemp more and more. Kemp prepared an open letter to Sean Hannity, Rush Limbaugh, Laura Ingraham and other conservative talk show hosts on McCain's behalf to quell their dissatisfactions. In addition, Kemp and Phil Gramm advised McCain on economic policy.
He was a syndicated newspaper columnist.
In February 2008, Kemp was associated with a group called "Defense of Democracies" that was advocating an electronic surveillance bill that failed in the House of Representatives. The group's television ad caused such controversy that some of its advisors, including Schumer and Donna Brazile, resigned.
He was a member of the advisory council of the Victims of Communism Memorial Foundation and served as Co-Chair of the Abraham Lincoln Bicentennial Commission Cabinet.
He was a board member for the Lott IMPACT Trophy, which is named after Pro Football Hall of Fame defensive back Ronnie Lott, and is awarded annually to college football's Defensive IMPACT Player of the Year.
On January 7, 2009, Kemp's office issued a statement announcing that he had cancer; the type of cancer and the anticipated treatment were not announced. His diagnosis and prognosis were never publicly disclosed. However, he continued to serve as chairman of his Washington-based Kemp Partners consulting firm and continued his involvement in charitable and political work until his death.
On May 2, 2009, Kemp died at his home in Bethesda, Maryland, from cancer of unknown primary origin; he was 73. President Barack Obama praised Kemp's work on race, adding that Kemp understood that divisions involving race and class stood in the way of the country's common goals. Former President George W. Bush said that Kemp "will be remembered for his significant contributions to the Reagan Revolution and his steadfast dedication to conservative principles during his long and distinguished career in public service." Kemp was survived by his wife, four children, 17 grandchildren and one great-grandson.
Kemp's legacy includes the Kemp–Roth Tax Cut of the 1980s, also known as the first of two "Reagan tax cuts." These served as the foundation of supply-side economics, known as Reaganomics. Many Republicans have endorsed this Laffer Curve view that tax cuts spur economic growth and reduce deficits. Although George H. W. Bush called this philosophy voodoo economics, George W. Bush and his Treasury Secretary, John W. Snow, were believers. Kemp is also remembered alongside George Wallace and William Jennings Bryan for influencing history by changing the direction of presidential elections despite their defeats.
In the early 21st century, Kemp continued to be considered along with Reagan as the politician most responsible for the implementation of supply-side tax cuts and along with Steve Forbes as the political figure most responsible for their continued place in the marketplace of political ideas. He has been described as a beacon of economic conservatism and a hero for his urban agenda. Today, he continues to be described as a hero to fiscal conservatives who believe that free markets and low taxes work better than government bureaucracies. Kemp was considered the leader of the progressive conservatives who adhere to the hard right on social issues, but avoid protectionist fiscal and trade policy.
In addition to Roth, he has had numerous political allies. At times, he collaborated with Gingrich and Lott on deregulation and tax cuts, collaborated with McCain and Phil Gramm on tax cuts and spending restraints, legislated with and campaigned for Joseph Lieberman, and fought poverty with James Pinkerton. Pete du Pont was a progressive conservative ally. After retiring from Congress and serving in the Cabinet, Kemp remained close to Gingrich, Lott, Weber, and Mack. Kemp was a member of the federal committee to promote Martin Luther King Jr. Day as a national holiday. As a progressive voter, he had civil rights leaders such as Benjamin Hooks, Andrew Young and Coretta Scott King and conservative black intellectuals like Glenn C. Loury and Robert L. Woodson as supporters and friends. He boasted of having Democratic friends such as William H. Gray III, Charles B. Rangel and Robert Garcia. Ken Blackwell was a Deputy Secretary under Kemp. During the Reagan presidency, when Kemp was able to effect tax cutting, a leading United States Senate tax-cutting proponent was Democrat Bill Bradley, a former basketball star. Several American football players have followed Kemp to Congress, including Steve Largent, J. C. Watts, and Heath Shuler.
Congressman Paul Ryan cites Kemp as a mentor, and mentioned him in his acceptance speech as the Republican Vice-Presidential nominee in 2012.
Senator Arlen Specter in a severe rebuke of federal governmental policy, stated just one day after Kemp died of cancer, that Kemp would still be alive if the federal government had done a better job funding cancer research.
Following Kemp's death, his son, Jimmy Kemp, created the Jack Kemp Foundation to continue his father's legacy. A 501(c)(3) charitable organization, the foundation's mission statement is to "develop, engage and recognize exceptional leaders who champion the American Idea". The foundation is located in Washington, D.C., and is committed to advancing the universal values of the American Idea: growth, freedom, democracy and hope.
The football stadium at Occidental College is named after him.
In addition to authoring significant legislation as a congressman, Kemp wrote or co-authored several books:
Kemp also wrote the foreword to several books:
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https://en.wikipedia.org/wiki?curid=16200
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Jihad
Jihad (; "" ) is an Arabic word which literally means "striving" or "struggling", especially with a praiseworthy aim. In an Islamic context, it can refer to almost any effort to make personal and social life conform with God's guidance, such as struggle against one's evil inclinations, proselytizing, or efforts toward the moral betterment of the "ummah", though it is most frequently associated with war. In classical Islamic law, the term refers to armed struggle against unbelievers, while modernist Islamic scholars generally equate military jihad with defensive warfare. In Sufi and pious circles, spiritual and moral jihad has been traditionally emphasized under the name of "greater jihad". The term has gained additional attention in recent decades through its use by terrorist groups.
The word "jihad" appears frequently in the Quran with and without military connotations, often in the idiomatic expression "striving in the path of God "(al-jihad fi sabil Allah)"". Islamic jurists and other ulema of the classical era understood the obligation of jihad predominantly in a military sense. They developed an elaborate set of rules pertaining to jihad, including prohibitions on harming those who are not engaged in combat.
In the modern era, the notion of jihad has lost its jurisprudential relevance and instead given rise to an ideological and political discourse. While modernist Islamic scholars have emphasized defensive and non-military aspects of jihad, some Islamists have advanced aggressive interpretations that go beyond the classical theory.
Jihad is classified into inner ("greater") jihad, which involves a struggle against one's own base impulses, and external ("lesser") jihad, which is further subdivided into "jihad of the pen/tongue" (debate or persuasion) and "jihad of the sword". Most Western writers consider external jihad to have primacy over inner jihad in the Islamic tradition, while much of contemporary Muslim opinion favors the opposite view. Gallup analysis of a large survey reveals considerable nuance in the conceptions of jihad held by Muslims around the world.
Jihad is sometimes referred to as the sixth pillar of Islam, though this designation is not commonly recognized. In Twelver Shi'a Islam jihad is one of the ten Practices of the Religion. A person engaged in jihad is called a "mujahid" (plural "mujahideen"). The term "jihad" is often rendered in English as "Holy War", although this translation is controversial. Today, the word "jihad" is often used without religious connotations, like the English "crusade".
In Modern Standard Arabic, the term "jihad" is used for a struggle for causes, both religious and secular. The Hans Wehr "Dictionary of Modern Written Arabic" defines the term as "fight, battle; jihad, holy war (against the infidels, as a religious duty)". Nonetheless, it is usually used in the religious sense and its beginnings are traced back to the Qur'an and the words and actions of Muhammad. The notion of Jihad has its origins in the Islamic principle that the whole humankind must embrace Islam. In the Qur'an and in later Muslim usage, jihad is commonly followed by the expression "fi sabil illah", "in the path of God." Muhammad Abdel-Haleem states that it indicates "the way of truth and justice, including all the teachings it gives on the justifications and the conditions for the conduct of war and peace." It is sometimes used without religious connotation, with a meaning similar to the English word "crusade" (as in "a crusade against drugs").
According to Ahmed al-Dawoody, seventeen derivatives of jihād occur altogether forty-one times in eleven Meccan texts and thirty Medinan ones, with the following five meanings: striving because of religious belief (21), war (12), non-Muslim parents exerting pressure, that is, jihād, to make their children abandon Islam (2), solemn oaths (5), and physical strength (1).
The context of the Quran is elucidated by Hadith (the teachings, deeds and sayings of the Islamic prophet Muhammad). Of the 199 references to jihad in perhaps the most standard collection of hadith—Bukhari—all assume that jihad means warfare.
Among reported sayings of the Islamic prophet Muhammad involving jihad are
and
Ibn Nuhaas also cited a hadith from Musnad Ahmad ibn Hanbal, where Muhammad states that the highest kind of jihad is "The person who is killed whilst spilling the last of his blood" (Ahmed 4/144).
According to another hadith, supporting one's parents is also an example of jihad. It has also been reported that Muhammad considered performing hajj well to be the best jihad for Muslim women.
The practice of periodic raids by Bedouins against enemy tribes and settlements to collect spoils predates the revelations of the Quran. According to some scholars (such as James Turner Johnson), while Islamic leaders "instilled into the hearts of the warriors the belief" in jihad "holy war" and "ghaza" (raids), the "fundamental structure" of this bedouin warfare "remained, ... raiding to collect booty".
According to Jonathan Berkey, the Quran's statements in support of jihad may have originally been directed against Muhammad's local enemies, the pagans of Mecca or the Jews of Medina, but these same statements could be redirected once new enemies appeared.
According to another scholar (Majid Khadduri), it was the shift in focus to the conquest and spoils collecting of non-Bedouin unbelievers and away from traditional inter-bedouin tribal raids, that may have made it possible for Islam not only to expand but to avoid self-destruction.
"From an early date Muslim law laid down" jihad in the military sense as "one of the principal obligations" of both "the head of the Muslim state", who declared the jihad, and the Muslim community. According to legal historian Sadakat Kadri, Islamic jurists first developed classical doctrine of jihad "towards the end of the eighth century", using the doctrine of "naskh" (that God gradually improved His revelations over the course of Muhammed's mission) they subordinated verses in the Quran emphasizing harmony to more the more "confrontational" verses of Muhammad's later years and linked verses on exertion ("jihad") to those of fighting ("qital"). Muslims jurists of the eighth century developed a paradigm of international relations that divides the world into three conceptual divisions, dar al-Islam/dar al-‛adl/dar al-salam (house of Islam/house of justice/house of peace), dar al-harb/dar al-jawr (house of war/house of injustice, oppression), and dar al-sulh/dar al-‛ahd/dār al-muwada‛ah (house of peace/house of covenant/house of reconciliation). The second/eighth century jurist Sufyan al-Thawri (d. 161/778) headed what Khadduri calls a pacifist school, which maintained that jihad was only a defensive war, He also states that the jurists who held this position, among whom he refers to Hanafi jurists, al-Awza‛i (d. 157/774), Malik ibn Anas (d. 179/795), and other early jurists, "stressed that tolerance should be shown unbelievers, especially scripturaries and advised the Imam to prosecute war only when the inhabitants of the dar al-harb came into conflict with Islam." The duty of Jihad was a collective one ("fard al-kifaya"). It was to be directed only by the caliph who might delayed it when convenient, negotiating truces for up to ten years at a time. Within classical Islamic jurisprudence—the development of which is to be dated into—the first few centuries after the prophet's death—jihad consisted of wars against unbelievers, apostates, and was the only form of warfare permissible. (Another source—Bernard Lewis—states that fighting rebels and bandits was legitimate though not a form of jihad, and that while the classical perception and presentation of the jihad was warfare in the field against a foreign enemy, internal jihad "against an infidel renegade, or otherwise illegitimate regime was not unknown.")
The primary aim of jihad as warfare is not the conversion of non-Muslims to Islam by force, but rather the expansion and defense of the Islamic state. In theory, jihad was to continue until "all mankind either embraced Islam or submitted to the authority of the Muslim state." There could be truces before this was achieved, but no permanent peace. One who died "on the path of God" was a martyr ("shahid"), whose sins were remitted and who was secured "immediate entry to paradise".
However, some argue martyrdom is never automatic because it is within God's exclusive province to judge who is worthy of that designation.
Classical manuals of Islamic jurisprudence often contained a section called "Book of Jihad", with rules governing the conduct of war covered at great length. Such rules include treatment of nonbelligerents, women, children (also cultivated or residential areas), and division of spoils. Such rules offered protection for civilians. Spoils include "Ghanimah" (spoils obtained by actual fighting), and "fai" (obtained without fighting i.e. when the enemy surrenders or flees).
The first documentation of the law of jihad was written by 'Abd al-Rahman al-Awza'i and Muhammad ibn al-Hasan al-Shaybani. (It grew out of debates that surfaced following Muhammad's death.)
Although some Islamic scholars have differed on the implementation of Jihad, there is consensus amongst them that the concept of jihad will always include armed struggle against persecution and oppression.
As important as jihad was, it was/is not considered one of the "pillars of Islam". According to one scholar (Majid Khadduri, this is most likely because unlike the pillars of the faith (statement of faith, prayer, fasting, charitable giving, Hajj pilgrimage), jihad was a "collective obligation" of the whole Muslim community (meaning that "if the duty is fulfilled by a part of the community it ceases to be obligatory on others"), and was to be carried out by the Islamic state. This was the belief of "all jurists, with almost no exception", but did not apply to "defense" of the Muslim community from a sudden attack, in which case jihad was and "individual obligation" of all believers, including women and children.
In the early era that inspired classical Islam (Rashidun Caliphate) and lasted less than a century, jihad spread the realm of Islam to include millions of subjects, and an area extending "from the borders of India and China to the Pyrenees and the Atlantic". The two empires impeding the advance of Islam were the Persian Sassanian empire and the Byzantine Empire. By 657 the Persian empire was conquered and by 661 the Byzantine empire was reduced to a fraction of its former size.
The role of religion in these early conquests is debated. Medieval Arabic authors believed the conquests were commanded by God, and presented them as orderly and disciplined, under the command of the caliph. Many modern historians question whether hunger and desertification, rather than jihad, was a motivating force in the conquests. The famous historian William Montgomery Watt argued that "Most of the participants in the [early Islamic] expeditions probably thought of nothing more than booty ... There was no thought of spreading the religion of Islam." Similarly, Edward J. Jurji argues that the motivations of the Arab conquests were certainly not "for the propagation of Islam ... Military advantage, economic desires, [and] the attempt to strengthen the hand of the state and enhance its sovereignty ... are some of the determining factors." Some recent explanations cite both material and religious causes in the conquests.
According to some authors, the more spiritual definitions of jihad developed sometime after the 150 years of jihad wars and Muslim territorial expansion, and particularly after the Mongol invaders sacked Baghdad and overthrew the Abbasid Caliphate. The historian Hamilton Gibb states that "in the historic [Muslim] Community the concept of jihad had gradually weakened and at length it had been largely reinterpreted in terms of Sufi ethics."
Islamic scholar Rudolph Peters also wrote that with the stagnation of Islamic expansionism, the concept of jihad became internalized as a moral or spiritual struggle. Earlier classical works on fiqh emphasized jihad as war for God's religion, Peters found. Later Muslims (in this case modernists such as Muhammad Abduh and Rashid Rida) emphasized the defensive aspect of jihad—which was similar to the Western concept of a "just war". Today, some Muslim authors only recognize wars fought for the purpose of territorial defense as well as wars fought for the defense of religious freedom as legitimate.
Bernard Lewis states that while most Islamic theologians in the classical period (750–1258 CE) understood jihad to be a military endeavor, after Islamic conquest stagnated and the caliphate broke up into smaller states the "irresistible and permanent jihad came to an end". As jihad became unfeasible it was "postponed from historic to messianic time." Even when the Ottoman Empire carried on a new holy war of expansion in the seventeenth century, "the war was not universally pursued". They made no attempt to recover Spain or Sicily.
When the Ottoman Caliph called for a "Great Jihad" by all Muslims against Allied powers during World War I, there were hopes and fears that non-Turkish Muslims would side with Ottoman Turkey, but the appeal did not "[unite] the Muslim world", and Muslims did not turn on their non-Muslim commanders in the Allied forces. (The war led to the end of the caliphate as the Ottoman Empire entered on the side of the war's losers and surrendered by agreeing to "viciously punitive" conditions. These were overturned by the popular war hero Mustafa Kemal, who was also a secularist and later abolished the caliphate.)
With the Islamic revival, a new "fundamentalist" movement arose, with some different interpretations of Islam, which often placed an increased emphasis on jihad. The Wahhabi movement which spread across the Arabian peninsula starting in the 18th century, emphasized jihad as armed struggle. Wars against Western colonial forces were often declared to be jihad: the Senussi religious order declared jihad against Italian rule of Libya in 1912, and the "Mahdi" in the Sudan declared jihad against both the British and the Egyptians in 1881.
Other early anti-colonial conflicts involving jihad include:
The so-called Fulbe jihad states and a few other jihad states in West Africa were established by a series of offensive wars in the 19th century. None of these jihad movements were victorious. The most powerful, the Sokoto Caliphate, lasted about a century until the British defeated it in 1903.
In the twentieth century, many Islamist groups appeared, being strongly influenced by the social frustrations following the economic crises of the 1970s and 1980s. One of the first Islamist groups, the Muslim Brotherhood emphasized physical struggle and martyrdom in its credo: "God is our objective; the Quran is our constitution; the Prophet is our leader; struggle (jihad) is our way; and death for the sake of God is the highest of our aspirations." In a tract "On Jihad", founder Hasan al-Banna warned readers against "the widespread belief among many Muslims" that struggles of the heart were more demanding than struggles with a sword, and called on Egyptians to prepare for jihad against the British, (making him the first influential scholar since the 1857 India uprising to call for jihad of the sword). The group called for jihad against the new Jewish state of Israel in the 1940s, and its Palestinian branch, Hamas, called for jihad against Israel when the First Intifada started.
In 2012, its General Guide (leader) in Egypt, Mohammed Badie also declared jihad "to save Jerusalem from the usurpers and to [liberate] Palestine from the claws of occupation ... a personal duty for all Muslims." Muslims "must participate in jihad by [donating] money or [sacrificing] their life ..." Many other figures prominent in Global jihad started in the Muslim Brotherhood—Abdullah Azzam, bin-Laden's mentor, started in the Muslim Brotherhood of Jordan; Ayman al-Zawahiri, bin-Laden's deputy, joined the Egyptian Muslim Brotherhood at the age of 14; and Khalid Sheikh Mohammed, who planned the 9/11 attack, claims to have joined the Kuwaiti Muslim Brotherhood at age 16.
According to Rudolph Peters and Natana J. DeLong-Bas, the new "fundamentalist" movement brought a reinterpretation of Islam and their own writings on jihad. These writings tended to be less interested and involved with legal arguments, what the different of schools of Islamic law had to say, or in solutions for all potential situations. "They emphasize more the moral justifications and the underlying ethical values of the rules, than the detailed elaboration of those rules." They also tended to ignore the distinction between Greater and Lesser jihad because it distracted Muslims "from the development of the combative spirit they believe is required to rid the Islamic world of Western influences".
Contemporary fundamentalists were often influenced by jurist Ibn Taymiyya's, and journalist Sayyid Qutb's, ideas on jihad.
Ibn Taymiyya hallmark themes included
Ibn Taymiyya recognized "the possibility of a jihad against `heretical` and `deviant` Muslims within "dar al-Islam". He identified as heretical and deviant Muslims anyone who propagated innovations (bida') contrary to the Quran and Sunna ... legitimated jihad against anyone who refused to abide by Islamic law or revolted against the true Muslim authorities."
He used a very "broad definition" of what constituted aggression or rebellion against Muslims, which would make jihad "not only permissible but necessary." Ibn Taymiyya also paid careful and lengthy attention to the questions of martyrdom and the benefits of jihad: 'It is in jihad that one can live and die in ultimate happiness, both in this world and in the Hereafter. Abandoning it means losing entirely or partially both kinds of happiness.`
The highly influential Muslim Brotherhood leader, Sayyid Qutb, preached in his book "Milestones" that jihad, `is not a temporary phase but a permanent war ... Jihad for freedom cannot cease until the Satanic forces are put to an end and the religion is purified for God in toto.` Like Ibn Taymiyya, Qutb focused on martyrdom and jihad, but he added the theme of the treachery and enmity towards Islam of Christians and especially Jews. If non-Muslims were waging a "war against Islam", jihad against them was not offensive but defensive. He also insisted that Christians and Jews were "mushrikeen" (not monotheists) because (he alleged) gave their priests or rabbis "authority to make laws, obeying laws which were made by them [and] not permitted by God" and "obedience to laws and judgments is a sort of worship".
Also influential was Egyptian Mohammed Abdul-Salam Farag, who wrote the pamphlet "Al-Farida al-gha'iba" (Jihad, the Neglected Duty). While Qutb felt that jihad was a proclamation of "liberation for humanity", Farag stressed that jihad would enable Muslims to rule the world and to reestablish the caliphate. He emphasized the importance of fighting the "near enemy"—Muslim rulers he believed to be apostates, such as the president of Egypt, Anwar Sadat, whom his group assassinated—rather than the traditional enemy, Israel.
Farag believed that if Muslims followed their duty and waged jihad, ultimately supernatural divine intervention would provide the victory:
This means that a Muslim has first of all the duty to execute the command to fight with his own hands. [Once he has done so] God will then intervene [and change] the laws of nature. In this way victory will be achieved through the hands of the believers by means of God's [intervention].
Farag included deceiving the enemy, lying to him, attacking by night (even if it leads to accidentally killing innocents), and felling and burning trees of the infidel, as Islamically legitimate methods of fighting. Although Farag was executed in 1982 for his part in the assassination of Egyptian president Anwar Sadat, his pamphlet and ideas were highly influential, at least among Egyptian Islamist extremist groups. (In 1993, for example, 1106 persons were killed or wounded in terror attacks in Egypt. More police (120) than terrorists (111) were killed that year and "several senior police officials and their bodyguards were shot dead in daylight ambushes.") Ayman al-Zawahiri, later the #2 person in Al-Qaeda, was Farag's friend and followed his strategy of targeting the "near enemy" for many years.
In the 1980s the Muslim Brotherhood cleric Abdullah Azzam, sometimes called "the father of the modern global jihad", opened the possibility of successfully waging jihad against unbelievers in the here and now.
Azzam issued a fatwa calling for jihad against the Soviet occupation of Afghanistan, declaring it an individual obligation for all able bodied Muslims because it was a defensive jihad to repel invaders. His fatwa was endorsed by a number of clerics including leading Saudi clerics such as Sheikh Abd al-Aziz ibn Baz.
Azzam claimed that "anyone who looks into the state of Muslims today will find that their great misfortune is their abandonment of "Jihad"", and he also warned that "without "Jihad", "shirk" (joining partners with Allah) will spread and become dominant". Jihad was so important that to "repel" the unbelievers was "the most important obligation after Iman [faith]".
Azzam also argued for a broader interpretation of who it was permissible to kill in jihad, an interpretation that some think may have influenced some of his students, including Osama bin Laden.
Many Muslims know about the hadith in which the Prophet ordered his companions not to kill any women or children, etc., but very few know that there are exceptions to this case ... In summary, Muslims do not have to stop an attack on mushrikeen, if non-fighting women and children are present.
A charismatic speaker, Azzam traveled to dozens of cities in Europe and North American to encourage support for jihad in Afghanistan. He inspired young Muslims with stories of miraculous deeds during jihad—mujahideen who defeated vast columns of Soviet troops virtually single-handed, who had been run over by tanks but survived, who were shot but unscathed by bullets. Angels were witnessed riding into battle on horseback, and falling bombs were intercepted by birds, which raced ahead of the jets to form a protective canopy over the warriors.
In Afghanistan he set up a "services office" for foreign fighters and with support from his former student Osama bin Laden and Saudi charities, foreign mujahideed or would-be mujahideen were provided for. Between 1982 and 1992 an estimated 35,000 individual Muslim volunteers went to Afghanistan to fight the Soviets and their Afghan regime. Thousands more attended frontier schools teeming with former and future fighters. Saudi Arabia and the other conservative Gulf monarchies also provided considerable financial support to the jihad—$600 million a year by 1982. CIA also funded Azzam's Maktab al-Khidamat and others via Operation Cyclone.
Azzam saw Afghanistan as the beginning of jihad to repel unbelievers from many countries—the southern Soviet Republics of Central Asia, Bosnia, the Philippines, Kashmir, Somalia, Eritrea, Spain, and especially his home country of Palestine. The defeat of the Soviets in Afghanistan is said to have "amplified the jihadist tendency from a fringe phenomenon to a major force in the Muslim world.
Having tasted victory in Afghanistan, many of the thousands of fighters returned to their home country such as Egypt, Algeria, Kashmir or to places like Bosnia to continue jihad. Not all the former fighters agreed with Azzam's chioice of targets (Azzam was assassinated in November 1989) but former Afghan fighters led or participated in serious insurgencies in Egypt, Algeria, Kashmir, Somalia in the 1990s and later creating a "transnational jihadist stream."
In February 1998, Osama bin Laden put a "Declaration of the World Islamic Front for Jihad against the Jews and the Crusaders" in the "Al-Quds al-Arabi" newspaper. On 11 September 2001, four passenger planes were hijacked in the United States and crashed, destroying the World Trade Center and damaging the Pentagon.
In Shia Islam, Jihad is one of the ten Practices of the Religion, (though not one of the five pillars). Traditionally, Twelver Shi'a doctrine has differed from that of Sunni Islam on the concept of jihad, with jihad being "seen as a lesser priority" in Shia theology and "armed activism" by Shias being "limited to a person's immediate geography".
Shia doctrine teaches that offensive Jihad can only be carried out under the leadership of Mahdi, whom is believed to return from occultation. However, "struggles to defend Islam" are permissible before his return.
At least one important contemporary Shia figure, Ayatollah Ruhollah Khomeini, the leader of the Iranian Revolution and the founder of the Islamic Republic of Iran, wrote a treatise on the "Greater Jihad" (i.e., internal/personal struggle against sin).
Because of their history of being oppressed, Shias also associated jihad with certain passionate features, notably in the remembrance of Ashura. Mahmoud M. Ayoub says:
In Islamic tradition jihad or the struggle in the way of God, whether as armed struggle, or any form of opposition of the wrong, is generally regarded as one of the essential requirements of a person's faith as a Muslim. Shi'î tradition carried this requirement a step further, making jihad one of the pillars or foundations (arkan) of religion. If, therefore, Husayn's struggle against the Umayyad regime must be regarded as an act of jihad, then, In the mind of devotees, the participation of the community in his suffering and its ascent to the truth of his message must also be regarded as an extension of the holy struggle of the Imam himself. The hadith from which we took the title of this chapter states this point very clearly. Ja'far al-Sadiq is said to have declared to al-Mufaddal, one of his closest disciples, 'The sigh of the sorrowful for the wrong done us is an act of praise (tasbih) [of God], his sorrow for us is an act of worship, and his keeping of our secret is a struggle (jihad) in the way of God'; the Imâm then added, 'This hadith should be inscribed in letters of gold'.
and
Hence, the concept of jihad (holy struggle) gained a deeper and more personal meaning. Whether through weeping, the composition and recitation of poetry, showing compassion and doing good to the poor or carrying arms, the Shi'i Muslim saw himself helping the Imam in his struggle against the wrong (zulm) and gaining for himself the same merit (thawab) of those who actually fought and died for him. The ta'ziyah, in its broader sense the sharing of the entire life of the suffering family of Muhammad, has become for the Shi'i community the true meaning of compassion.
Jihad has been called for by Shia Islamists in the 20th century, notably Ruhollah Khomeini declared jihad on Iraq during the Iran–Iraq War, and the Shia bombers of Western embassies and peacekeeping troops in Lebanon called themselves, "Islamic Jihad". Prior to the Iranian revolution in 1922, the Shiite cleric Mehdi Al-Khalissi issued a fatwa calling upon Iraq's Shias not to participate in the Iraqi elections, fearing it would give legitimacy to Britain's control over Iraq. He later played a role in the revolt against British rule in Iraq. Between 1918 and 1919 in the Shia holy city of Najaf the "League of the Islamic Awakening" was established by several religious scholars, tribal chiefs, and landlords assassinated a British officer in the hopes of sparking a similar rebellion in Karbala which is also regarded as sacred for Shias.
By the start of the revolt itself in 1920, Grand Ayatollah Muhammad Taqi Shirazi the father of Mohammad al-Husayni al-Shirazi and grandfather of Sadiq Hussaini Shirazi, declared through a Fatwa, that it was not permissible or acceptable for Muslims to be ruled by non-Muslims and called for Jihad against the British.
During the Soviet invasion of Afghanistan, despite being a predominantly Sunni nation, Afghanistan's Shiite population took arms against the Communist government and allied Soviet forces like the nation's Sunnis and were collectively referred to as the Afghan Mujahideen. Shiite Jihadists in Afghanistan were known as the Tehran Eight and received support from the Iranian government in fighting against the Communist Afghan government and allied Soviet forces in Afghanistan.
After the 2003 invasion of Iraq a number of Sunni and Shiite armed group emerged, including Kataib Hezbollah, the Mehdi Army led by Shiite cleric Muqtada al-Sadr, and the Soldiers of Heaven led by Dia Abdul Zahra Kadim, who also claimed to be the returning Mehdi. In 2007 fighting broke out between Kadim's movement and the Iraqi Army as well as supporting American soldiers, after the Iraqi government claimed to have discovered a plot to assassinate Ali al-Sistani, who is considered influential, along with other Shiite clerics to cause as much chaos as possible in line with the beliefs of the Soldiers of Heaven, that causing chaos would usher the apocalypse, during the battle 200 of Kadim's followers, and Kadim himself were killed by American and Iraqi forces.
According to The National, this changed with the Syrian Civil War, where, "for the first time in the history of Shia Islam, adherents are seeping into another country to fight in a holy war to defend their doctrine." Thus, Shia and Sunni fighters are waging jihad against each other in Syria.
In 2004 the Shiite Houthi Movement, also known as "Ansar Allah", began an insurgency in northern Yemen against the Yemeni government led by Ali Abdullah Saleh. The movement was founded in the 1990s as a Zaydi revivalist movement by Hussein Badreddin al-Houthi who believed his movement served to defend Islam; he had also lived in Iran for a period of time, and held Iran's supreme leader Ruhollah Khomeini in high regard, and a former parliament member part of the Islamist Party of Truth, as the "Believing Youth". The group was taken over by Hussein's son Abdul Malik al-Houthi after Hussein's death in 2004. Under Abdul Malik's leadership the group partly seized control of the country initiating a civil war in Yemen, causing the Yemeni government to request assistance from Saudi Arabia to fight the Houthis in 2015. Since the start of the civil war in 2015, the Houthis have recruited 50,000 child soldiers in doing so, the group promotes Jihad as part of their ideology as well as their recruitment.
Jihad is a popular term in current Turkey. As of 2017 the İmam Hatip schools offer lessons about the Jihad as a religious concept. The Speaker of the Turkish Parliament, Ismail Kahraman, called the Operation Olive Branch against the Kurdish YPG in Afrin a Jihad.
Some observers have noted the evolution in the rules of jihad—from the original "classical" doctrine to that of 21st century Salafi jihadism. According to legal historian Sadarat Kadri, during the last couple of centuries, incremental changes in Islamic legal doctrine (developed by Islamists who otherwise condemn any "Bid‘ah" (innovation) in religion), have "normalized" what was once "unthinkable". "The very idea that Muslims might blow themselves up for God was unheard of before 1983, and it was not until the early 1990s that anyone anywhere had tried to justify killing innocent Muslims who were not on a battlefield."
The first or the "classical" doctrine of jihad which was developed towards the end of the eighth century, emphasized the jihad of the sword ("jihad bil-saif") rather than the "jihad of the heart", but it contained many legal restrictions which were developed from interpretations of both the Quran and the hadith, such as detailed rules involving "the initiation, the conduct, the termination" of jihad, the treatment of prisoners, the distribution of booty, etc. Unless there was a sudden attack on the Muslim community, jihad was not a personal obligation (fard ayn) instead it was a collective one (fard al-kifaya), which had to be discharged "in the way of God" (fi sabil Allah), and it could only be directed by the caliph, "whose discretion over its conduct was all but absolute." (This was designed in part to avoid incidents like the Kharijia's jihad against and killing of Caliph Ali, who they judged to be a non-Muslim.) Martyrdom resulting from an attack on the enemy with no concern for your own safety was praiseworthy, but dying by your own hand (as opposed to the enemies) merited a special place in Hell. The category of jihad which is considered to be a collective obligation is sometimes simplified as "offensive jihad" in Western texts.
Based on the 20th century interpretations of Sayyid Qutb, Abdullah Azzam, Ruhollah Khomeini, Al-Qaeda and others, many if not all of those self-proclaimed jihad fighters believe that defensive global jihad is a personal obligation, which means that no caliph or Muslim head of state needs to declare it. Killing yourself in the process of killing the enemy is an act of martyrdom and it brings you a special place in Heaven, not a special place in Hell; and the killing of Muslim bystanders (never mind non-Muslims), should not impede acts of jihad. Military and intelligent analyst Sebastian Gorka described the new interpretation of jihad as the "willful targeting of civilians by a non-state actor through unconventional means."
Theologian Abu Abdullah al-Muhajir has been identified as the key theorist behind modern jihadist violence. His theological and legal justifications influenced Abu Musab al-Zarqawi of Al Qaeda as well as several groups including ISIS. Zarqawi used a manuscript of al-Muhajir's ideas at AQI training camps that were later deployed by ISIS, referred to as "The Jurisprudence of Jihad" or "The Jurisprudence of Blood".
The book has been described as rationalising "the murder of non-combatants" by "The Guardian"s Mark Towsend, citing Salah al-Ansari of Quilliam who notes "There is a startling lack of study and concern regarding this abhorrent and dangerous text in almost all western and Arab scholarship". Charlie Winter of "The Atlantic" describes it as a "theological playbook used to justify the group's abhorrent acts". He states:
Psychologist Chris E Stout also discusses the al Muhajir-inspired text in his book, "Terrorism, Political Violence, and Extremism". He assesses that jihadists regard their actions as being "for the greater good"; that they are in a "weakened in the earth" situation that renders terrorism a valid means of solution.
The term 'jihad' has accrued both violent and non-violent meanings. According to John Esposito, it can simply mean striving to live a moral and virtuous life, spreading and defending Islam as well as fighting injustice and oppression, among other things. The relative importance of these two forms of jihad is a matter of controversy.
According to scholar of Islam and Islamic history Rudoph Peters, in the contemporary Muslim world,
A poll by Gallup showed that a "significant majority" of Muslim Indonesians define the term to mean "sacrificing one's life for the sake of Islam/God/a just cause" or "fighting against the opponents of Islam". In Lebanon, Kuwait, Jordan, and Morocco, the most frequent responses included references to "duty toward God", a "divine duty", or a "worship of God", with no militaristic connotations. The terminology is also applied to the fight for women's liberation. Other responses referenced, in descending order of prevalence:
In his work, "The History of Baghdad", Al-Khatib al-Baghdadi, an 11th-century Islamic scholar, referenced a statement by the companion of Muhammad Jabir ibn Abd-Allah. The reference stated that Jabir said, "We have returned from the lesser jihad ("al-jihad al-asghar") to the greater jihad ("al-jihad al-akbar")." When asked, "What is the greater jihad?," he replied, "It is the struggle against oneself." This reference gave rise to the distinguishing of two forms of jihad: "greater" and "lesser".
The hadith does not appear in any of the authoritative collections, and according to the Muslim Jurist Ibn Hajar al-Asqalani, the source of the quote is unreliable:
This saying is widespread and it is a saying by Ibrahim ibn Ablah according to Nisa'i in al-Kuna. Ghazali mentions it in the Ihya' and al-`Iraqi said that Bayhaqi related it on the authority of Jabir and said: There is weakness in its chain of transmission.
Contemporary jihadist scholar Abdullah Azzam attacked it as "a false, fabricated hadith which has no basis. It is only a saying of Ibrahim Ibn Abi `Abalah, one of the Successors, and it contradicts textual evidence and reality."
The concept has had "enormous influence" in Islamic mysticism (Sufism). Other observers have endorsed it, including Al-Ghazali.
Hanbali scholar Ibn Qayyim Al-Jawziyya believed that "internal Jihad" is important but suggests those hadith which consider "Jihad of the heart/soul" to be more important than "Jihad by the sword", are weak.
Muslim scholar Mahmoud Ayoub states that "The goal of true "jihad" is to attain a harmony between "islam" (submission), "iman" (faith), and "ihsan" (righteous living)."
In modern times, Pakistani scholar and professor Fazlur Rahman Malik has used the term to describe the struggle to establish a "just moral-social order", while President Habib Bourguiba of Tunisia has used it to describe the struggle for economic development in that country.
According to the BBC, a third meaning of jihad is the struggle to build a good society. In a commentary of the hadith Sahih Muslim, entitled al-Minhaj, the medieval Islamic scholar Yahya ibn Sharaf al-Nawawi stated that "one of the collective duties of the community as a whole (fard kifaya) is to lodge a valid protest, to solve problems of religion, to have knowledge of Divine Law, to command what is right and forbid wrong conduct".
Majid Khadduri and Ibn Rushd lists four kinds of "jihad fi sabilillah" (struggle in the cause of God):
Scholar Natana J. Delong-Bas lists a number of types of "jihad" that have been proposed by Muslims
Other "types" mentioned include
Fred Donner states that, whether the Quran only sanctions defensive warfare or whether it commands the waging of an all-out war against non-Muslims depends on the interpretation of the relevant passages. According to Albrecht Noch, the Qur'an does not explicitly state the aims of the war which Muslims are obliged to wage; rather the passages concerning "jihad" aim to promote fighters for the Islamic cause and they do not discuss military ethics. However, according to the majority of jurists, the Qur'anic "casus belli" (justifications for war) are restricted to aggression against Muslims, and "fitna"—persecution of Muslims because of their religious belief. They hold that unbelief in itself is not a justification for war. These jurists therefore maintain that only combatants are to be fought; noncombatants such as women, children, clergy, the aged, the insane, farmers, serfs, the blind, and so on are not to be killed in war. Thus, the Hanafī Ibn Najīm states: "the reason for jihād in our [the Hanafīs] view is "kawnuhum harbā ‛alaynā" [literally, their being at war against us]." The Hanafī jurists al-Shaybānī and al-Sarakhsī state that "although kufr [unbelief in God] is one of the greatest sins, it is between the individual and his God the Almighty and the punishment for this sin is to be postponed to the "dār al-jazā’", (the abode of reckoning, the Hereafter)."
In the late 20th and early 21st centuries, the names of many militant groups included the word "jihad":
Some conflicts fought as jihad since the 1980s include:
Controversy has arisen over whether the usage of the term "jihad" without further explanation refers to military combat, and whether some have used confusion over the definition of the term to their advantage.
According to a Gallup survey, which asked Muslims in several countries what "jihad" meant to them, responses such as "sacrificing one's life for the sake of Islam/God/a just cause" and "fighting against the opponents of Islam" were the most common type in non-Arab countries (Pakistan, Iran, Turkey, and Indonesia), being given by a majority of respondents in Indonesia. In the four Arabic-speaking countries included in the survey (Lebanon, Kuwait, Jordan, and Morocco), the most frequent responses included references to "duty toward God", a "divine duty", or a "worship of God", with no militaristic connotations. Gallup's Richard Burkholder concludes from these results that the concept of jihad among Muslims "is considerably more nuanced than the single sense in which Western commentators invariably invoke the term."
Middle East historian Bernard Lewis argues that in the Quran "jihad ... has usually been understood as meaning 'to wage war'", that for most of the recorded history of Islam, "from the lifetime of the Prophet Muhammad onward", jihad was used in a primarily military sense, and that "the overwhelming majority of classical theologians, jurists, and traditionalists" (i.e. specialists in hadith) also "understood the obligation of jihad in a military sense."
Historian Douglas Streusand writes that "in hadith collections, jihad means armed action". In what is probably the most standard collection of hadith, Sahih al-Bukhari, "the 199 references to jihad all assume that jihad means warfare."
According to David Cook, author of "Understanding Jihad"In reading Muslim literature—both contemporary and classical—one can see that the evidence for the primacy of spiritual jihad is negligible. Today it is certain that no Muslim, writing in a non-Western language (such as Arabic, Persian, Urdu), would ever make claims that jihad is primarily nonviolent or has been superseded by the spiritual jihad. Such claims are made solely by Western scholars, primarily those who study Sufism and/or work in interfaith dialogue, and by Muslim apologists who are trying to present Islam in the most innocuous manner possible. Cook argued that "Presentations along these lines are ideological in tone and should be discounted for their bias and deliberate ignorance of the subject" and that it "is no longer acceptable for Western scholars or Muslim apologists writing in non-Muslim languages to make flat, unsupported statements concerning the prevalence—either from a historical point of view or within contemporary Islam—of the spiritual jihad."
In Ahmadiyya Islam, jihad is primarily one's personal inner struggle and should not be used violently for political motives. Violence is the last option only to be used to protect religion and one's own life in extreme situations of persecution.
Quranists do not believe that the word jihad means holy war. They believe it means to struggle, or to strive. They believe it can incorporate both military and non-military aspects. When it refers to the military aspect, it is understood primarily as defensive warfare.
The Bahá’ís believe that the law of Jihad has been "blotted out" from the scriptures by the reforms set out in the 19th century tablet "Bishárát" ("Glad Tidings").
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James G. Blaine
James Gillespie Blaine (January 31, 1830January 27, 1893) was an American statesman and Republican politician who represented Maine in the U.S. House of Representatives from 1863 to 1876, serving as Speaker of the U.S. House of Representatives from 1869 to 1875, and then in the United States Senate from 1876 to 1881.
Blaine twice served as Secretary of State (1881, 1889–1892), one of only two persons to hold the position under three separate presidents (the other being Daniel Webster), and unsuccessfully sought the Republican nomination for President in 1876 and 1880 before being nominated in 1884. In the general election, he was narrowly defeated by Democrat Grover Cleveland. Blaine was one of the late 19th century's leading Republicans and champion of the moderate reformist faction of the party known as the "Half-Breeds".
Blaine was born in the western Pennsylvania town of West Brownsville and after college moved to Maine, where he became a newspaper editor. Nicknamed "the Magnetic Man", he was a charismatic speaker in an era that prized oratory. He began his political career as an early supporter of Abraham Lincoln and the Union war effort in the American Civil War. In Reconstruction, Blaine was a supporter of black suffrage, but opposed some of the more coercive measures of the Radical Republicans. Initially a protectionist, he later worked for a reduction in the tariff and an expansion of American trade with foreign countries. Railroad promotion and construction were important issues in his time, and as a result of his interest and support, Blaine was widely suspected of corruption in the awarding of railroad charters, especially with the emergence of the Mulligan letters; these allegations plagued his 1884 presidential candidacy.
As Secretary of State, Blaine was a transitional figure, marking the end of an isolationist era in foreign policy and foreshadowing the rise of the American Century that would begin with the Spanish–American War. His efforts at expanding the United States' trade and influence began the shift to a more active American foreign policy. Blaine was a pioneer of tariff reciprocity and urged greater involvement in Latin American affairs. An expansionist, Blaine's policies would lead in less than a decade to the establishment of the United States' acquisition of Pacific colonies and dominance of the Caribbean.
James Gillespie Blaine was born January 31, 1830 in West Brownsville, Pennsylvania, the third child of Ephraim Lyon Blaine and his wife Maria (Gillespie) Blaine. He had two older sisters, Harriet, and Margaret. Blaine's father was a western Pennsylvania businessman and landowner, and the family lived in relative comfort. On his father's side, Blaine was descended from Scotch-Irish settlers who first emigrated to Pennsylvania in 1745. His great-grandfather Ephraim Blaine served as a Commissary-General under George Washington in the American Revolutionary War. Blaine's mother and her forebears were Irish Catholics who immigrated to Pennsylvania in the 1780s. Blaine's parents were married in 1820 in a Roman Catholic ceremony, although Blaine's father remained a Presbyterian. Following a common compromise of the era, the Blaines agreed that their daughters would be raised in their mother's Catholic faith while their sons would be brought up in their father's religion. James Blaine's cousin, Angela Gillespie, was a nun and founded the American branch of the Sisters of the Holy Cross. In politics, Blaine's father supported the Whig party.
Blaine's biographers describe his childhood as "harmonious," and note that the boy took an early interest in history and literature. At the age of thirteen, Blaine enrolled in his father's "alma mater", Washington College (now Washington & Jefferson College), in nearby Washington, Pennsylvania. There, he was a member of the Washington Literary Society, one of the college's debating societies. Blaine succeeded academically, graduating near the top of his class and delivering the salutatory address in June 1847. After graduation, Blaine considered attending Yale Law School, but ultimately decided against it, instead moving west to find a job.
In 1848, Blaine was hired as a professor of mathematics and ancient languages at the Western Military Institute in Georgetown, Kentucky. Although he was only eighteen years old and younger than many of his students, Blaine adapted well to his new profession. Blaine grew to enjoy life in his adopted state and became an admirer of Kentucky Senator Henry Clay. He also made the acquaintance of Harriet Stanwood, a teacher at the nearby Millersburg Female College and native of Maine. On June 30, 1850, the two were married. Blaine once again considered taking up the study of law, but instead took his new bride to visit his family in Pennsylvania. They next lived with Harriet Blaine's family in Augusta, Maine for several months, where their first child, Stanwood Blaine, was born in 1851. The young family soon moved again, this time to Philadelphia where Blaine took a job at the Pennsylvania Institution for the Instruction of the Blind (now Overbrook School for the Blind) in 1852, teaching science and literature.
Philadelphia's law libraries gave Blaine the chance to at last begin to study the law, but in 1853 he received a more tempting offer: to become editor and co-owner of the "Kennebec Journal". Blaine had spent several vacations in his wife's native state of Maine and had become friendly with the "Journal"'s editors. When the newspaper's founder, Luther Severance, retired, Blaine was invited to purchase the publication along with co-editor Joseph Baker. He quickly accepted, borrowing the purchase price from his wife's brothers. Baker soon sold his share to John L. Stevens, a local minister, in 1854. The "Journal" had been a staunchly Whig newspaper, which coincided with Blaine's and Stevens' political opinions. The decision to become a newspaperman, unexpected as it was, started Blaine on the road to a lifelong career in politics. Blaine's purchase of the "Journal" coincided with the demise of the Whig party and birth of the Republican party, and Blaine and Stevens actively promoted the new party in their newspaper. The newspaper was financially successful, and Blaine was soon able to invest his profits in coal mines in Pennsylvania and Virginia, forming the basis of his future wealth.
Blaine's career as a Republican newspaperman led naturally to involvement in Republican party politics. In 1856, he was selected as a delegate to the first Republican National Convention. From the party's early days, Blaine identified with the conservative wing, supporting Supreme Court Justice John McLean for the presidential nomination over the more radical John C. Frémont, the eventual nominee. The following year, Blaine was offered the editorship of the "Portland Daily Advertiser", which he accepted, selling his interest in the "Journal" soon thereafter. He still maintained his home in Augusta, however, with his growing family. Although Blaine's first son, Stanwood, died in infancy, he and Harriet had two more sons soon afterward: Walker, in 1855, and Emmons, in 1857. They would have four more children in years to come: Alice, James, Margaret, and Harriet. It was around this time that Blaine left the Presbyterian church of his childhood and joined his wife's new denomination, becoming a member of the South Parish Congregational Church in Augusta.
In 1858, Blaine ran for a seat in the Maine House of Representatives, and was elected. He ran for reelection in 1859, 1860, and 1861, and was successful each time by large majorities. The added responsibilities led Blaine to reduce his duties with the "Advertiser" in 1860, and he soon ceased editorial work altogether. Meanwhile, his political power was growing as he became chairman of the Republican state committee in 1859, replacing Stevens. Blaine was not a delegate to the Republican convention in 1860, but attended anyway as an enthusiastic supporter of Abraham Lincoln. Returning to Maine, he was elected Speaker of the Maine House of Representatives in 1861 and reelected in 1862. With the outbreak of the Civil War in 1861, he supported Lincoln's war effort and saw that the Maine Legislature voted to organize and equip units to join the Union Army.
Blaine had considered running for the United States House of Representatives from Maine's 4th district in 1860, but agreed to step aside when Anson P. Morrill, a former governor, announced his interest in the seat. Morrill was successful, but after redistricting placed Blaine in the 3rd district for the 1862 election, he allowed his name to be put forward. Running on a campaign of staunch support for the war effort, Blaine was elected by a wide margin; though nation-wide, the Republican Party lost a significant number of seats in Congress as the Union war effort to date had been only weakly successful. By the time Blaine took his seat in December 1863, at the start of the 38th Congress, the Union Army had turned the tide of the war with victories at Gettysburg and Vicksburg.
As a first-term congressman, he initially said little, mostly following the administration's lead in supporting the continuing war effort. He did clash several times with the leader of the Republicans' radical faction, Thaddeus Stevens of Pennsylvania, firstly over payment of states' debts incurred in supporting the war, and again over monetary policy concerning the new greenback currency. Blaine also spoke in support of the commutation provision of the military draft law passed in 1863 and proposed a constitutional amendment allowing the federal government to impose taxes on exports.
Blaine was reelected in 1864 and, when the 39th Congress assembled in December 1865, the main issue was the Reconstruction of the defeated Confederate States. Although he was not a member of the committee charged with drafting what became the Fourteenth Amendment, Blaine did make his views on the subject known and believed that three-fourths of the non-seceded states would be needed to ratify it, rather than three-fourths of all states, an opinion that did not prevail and placed him, atypically, in the radical camp. The Republican Congress also played a role in the governance of the conquered South, dissolving the state governments President Andrew Johnson had installed and substituting military governments under Congress' control. Blaine voted in favor of these new, harsher measures, but also supported some leniency toward the former rebels when he opposed a bill that would have barred Southerners from attending the United States Military Academy. Blaine voted to impeach Johnson in 1868, although he had initially opposed the effort. Later, Blaine was more ambiguous about the validity of the charges against Johnson, writing that "there was a very grave difference of opinion among those equally competent to decide," but at the time partisan zeal led him to follow his party's leaders.
Continuing his earlier battle with Stevens, Blaine led the fight in Congress for a strong dollar. After the issuance of 150 million dollars in greenbacks—non-gold-backed currency—the value of the dollar stood at a low ebb. A bipartisan group of inflationists, led by Republican Benjamin F. Butler and Democrat George H. Pendleton, wished to preserve the "status quo" and allow the Treasury to continue to issue greenbacks and even to use them to pay the interest due on pre-war bonds. Blaine called this idea a repudiation of the nation's promise to investors, which was made when the only currency was gold. Speaking several times on the matter, Blaine said that the greenbacks had only ever been an emergency measure to avoid bankruptcy during the war. Blaine and his hard money allies were successful, but the issue remained alive until 1879, when all remaining greenbacks were made redeemable in gold by the Specie Payment Resumption Act of 1875.
During his first three terms in Congress, Blaine had earned for himself a reputation as an expert of parliamentary procedure, and, aside from a growing feud with Roscoe Conkling of New York, had become popular among his fellow Republicans. In March 1869, when Speaker Schuyler Colfax resigned from office at the end of the 40th Congress to become vice president, the highly regarded Blaine was the unanimous choice of the Republican Congressional Caucus to become Speaker of the House for the 41st Congress. In the subsequent March 4, 1869 election for Speaker, Blaine easily defeated Democrat Michael C. Kerr of Indiana by a vote of 135 to 57. Republicans remained in control of the House in the 42nd and 43rd congresses, and Blaine was re-elected as speaker at the start of both of them. His time as speaker came to an end following the 187475 elections which produced a Democratic majority for the 44th Congress.
Blaine was an effective Speaker with a magnetic personality. Moreover, President Ulysses S. Grant valued his skill and loyalty in leading the House. He enjoyed the job and made his presence in Washington more permanent by buying a large residence on Fifteenth Street in the city. At the same time, the Blaine family moved to a mansion in Augusta.
During Blaine's six-year tenure as Speaker his popularity continued to grow, and Republicans dissatisfied with Grant mentioned Blaine as a potential presidential candidate prior to the 1872 Republican National Convention. Instead, Blaine worked steadfastly for Grant's re-election. Blaine's growing fame brought growing opposition from the Democrats, as well, and during the 1872 campaign he was accused of receiving bribes in the Crédit Mobilier scandal. Blaine denied any part in the scandal, which involved railroad companies bribing federal officials to turn a blind eye to fraudulent railroad contracts that overcharged the government by millions of dollars. No one was able to satisfactorily prove Blaine's involvement. Though not an absolute defense, it is true that the law that made the fraud possible had been written before he was elected to Congress. But other Republicans were exposed by the accusations, including Vice President Colfax, who was dropped from the 1872 presidential ticket in favor of Henry Wilson.
Although he supported a general amnesty for former Confederates, Blaine opposed extending it to include Jefferson Davis, and he cooperated with Grant in helping to pass the Civil Rights Act of 1875 in response to increased violence and disenfranchisement of blacks in the South. He refrained from voting on the anti-third term resolution that overwhelmingly passed the House that same year, believing that to vote for it would look self-interested. Blaine was loyal to Grant, and the scandals of the Grant administration did not seem to affect how the public perceived him; according to his biographer, Blaine was never more popular than when he was Speaker. Liberal Republicans saw him as an alternative to the evident corruption of other Republican leaders, and some even urged him to form a new, reformist party. Although he remained a Republican, this base of moderate reformers remained loyal to Blaine and became known as the Half Breed faction of the party.
Once out of the speaker's chair, Blaine had more time to concentrate on his presidential ambitions, and to develop new policy ideas. One result was a foray into education policy. In late 1875, President Grant made several speeches on the importance of the separation of church and state and the duty of the states to provide free public education. Blaine saw in this an issue that would distract from the Grant administration scandals and let the Republican party regain the high moral ground. In December 1875, he proposed a joint resolution that became known as the Blaine Amendment.
The proposed amendment codified the church-state separation Blaine and Grant were promoting, stating that:
The effect was to prohibit the use of public funds by any religious school, although it did not advance Grant's other aim of requiring states to provide public education to all children. The bill passed the House but failed in the Senate. Although it never passed Congress, and left Blaine open to charges of anti-Catholicism, the proposed amendment served Blaine's purpose of rallying Protestants to the Republican party and promoting himself as one of the party's foremost leaders.
Blaine entered the 1876 presidential campaign as the favorite, but his chances were almost immediately harmed by the emergence of a scandal. Rumors had begun to spread in February of that year that Blaine had been involved in a transaction with the Union Pacific Railroad in which the railroad had paid Blaine $64,000 for some Little Rock and Fort Smith Railroad bonds he owned, even though the bonds were nearly worthless. In essence, the alleged transaction was presented as a sham designed to bribe Blaine. Blaine denied the charges, as did the Union Pacific's directors. Blaine claimed he never had any dealings with the Little Rock and Fort Smith Railroad except to purchase bonds at market price, and that he had lost money on the transaction. Democrats in the House of Representatives nevertheless demanded a Congressional investigation. The testimony appeared to favor Blaine's version of events until May 31, when James Mulligan, a Boston clerk formerly employed by Blaine's brother-in-law, testified that the allegations were true, that he had arranged the transaction, and that he had letters to prove it. The letters ended with the damning phrase, "Kindly burn this letter." When the investigating committee recessed, Blaine met with Mulligan that night in his hotel room. What transpired between the men is unclear, but Blaine either acquired the letters or, as Mulligan told the committee, snatched them from Mulligan's hands and fled the room. In any event, Blaine had the letters and refused the committee's demand to turn them over.
Opinion swiftly turned against Blaine; the June 3 "The New York Times" carried the headline "Blaine's Nomination Now Out of the Question." Blaine took his case to the House floor on June 5, theatrically proclaiming his innocence and calling the investigation a partisan attack by Southern Democrats, revenge for his exclusion of Jefferson Davis from the amnesty bill of the previous year. He read selected passages from the letters aloud, saying "Thank God Almighty, I am not afraid to show them!" Blaine even succeeded in extracting an apology from the committee chairman. The political tide turned anew in Blaine's favor. But now the pressure had begun to affect Blaine's health, and he collapsed while leaving church services on June 14. His opponents called the collapse a political stunt, with one Democratic newspaper reporting the event as "Blaine Feigns a Faint." Rumors of Blaine's ill health combined with the lack of hard evidence against him garnered him sympathy among Republicans, and when the Republican convention began in Cincinnati later that month, he was again seen as the front-runner.
Though he was damaged by the Mulligan letters, Blaine entered the convention as the favorite. Five other men were also considered serious candidates: Benjamin Bristow, the Kentucky-born Treasury Secretary; Roscoe Conkling, Blaine's old enemy and now a Senator from New York; Senator Oliver P. Morton of Indiana; Governor Rutherford B. Hayes of Ohio; and Governor John F. Hartranft of Pennsylvania. Blaine was nominated by Illinois orator Robert G. Ingersoll in what became a famous speech:
The speech was a success and Ingersoll's appellation of "plumed knight" remained a nickname for Blaine for years to come. On the first ballot, no candidate received the required majority of 378, but Blaine had the most votes, with 285 and no other candidate had more than 125. There were a few vote shifts in the next five ballots, and Blaine climbed to 308 votes, with his nearest competitor at just 111. On the seventh ballot the situation shifted drastically as anti-Blaine delegates began to coalesce around Hayes; by the time the balloting ended, Blaine's votes had risen to 351, but Hayes surpassed him at 384, a majority.
Blaine received the news at his home in Washington and telegraphed Hayes his congratulations. In the subsequent contest of 1876, Hayes was elected after a contentious compromise over disputed electoral votes. The results of the convention had further effects on Blaine's political career, as Bristow, having lost the nomination, also resigned as Treasury Secretary three days after the convention ended. President Grant selected Senator Lot M. Morrill of Maine to fill the cabinet post, and Maine's governor, Seldon Connor, appointed Blaine to the now-vacant Senate seat. When the Maine Legislature reconvened that autumn, they confirmed Blaine's appointment and elected him to the full six-year term that would begin on March 4, 1877.
Blaine was appointed to the Senate on July 10, 1876, but did not begin his duties there until the Senate convened in December of that year. While in the Senate, he served on the Appropriations Committee and held the chairmanship of the Committee on Civil Service and Retrenchment, but he never achieved the role of leadership that he had held as a member of the House. The Senate in the 45th Congress was controlled by a narrow Republican majority, but it was a majority often divided against itself and against the Hayes administration. Blaine did not number himself among the administration's defenders, but neither could he join the Republicans led by Conkling—later known as the Stalwarts—who opposed Hayes, because of the deep personal enmity between Blaine and Conkling. He opposed Hayes's withdrawal of federal troops from Southern capitals, which effectively ended the Reconstruction of the South, but to no avail. Blaine continued to antagonize Southern Democrats, voting against bills passed in the Democrat-controlled House that would reduce the Army's appropriation and repeal the post-war Enforcement Acts he had helped pass. Such bills passed Congress several times and Hayes vetoed them several times; ultimately, the Enforcement Acts remained in place, but the funds to enforce them dwindled. By 1879, there were only 1,155 soldiers stationed in the former Confederacy, and Blaine believed that this small force could never guarantee the civil and political rights of black Southerners—which would mean an end to the Republican party in the South.
On monetary issues, Blaine continued the advocacy for a strong dollar that he had begun as a Representative. The issue had shifted from debate over greenbacks to debate over which metal should back the dollar: gold and silver, or gold alone. The Coinage Act of 1873 stopped the coinage of silver for all coins worth a dollar or more, effectively tying the dollar to the value of gold. As a result, the money supply contracted and the effects of the Panic of 1873 grew worse, making it more expensive for debtors to pay debts they had entered into when currency was less valuable. Farmers and laborers, especially, clamored for the return of coinage in both metals, believing the increased money supply would restore wages and property values. Democratic Representative Richard P. Bland of Missouri proposed a bill, which passed the House, that required the United States to coin as much silver as miners could sell the government, thus increasing the money supply and aiding debtors. In the Senate, William B. Allison, a Republican from Iowa offered an amendment to limit the silver coinage to two to four million dollars per month. This was still too much for Blaine, and he denounced the bill and the proposed amendment, but the amended Bland–Allison Act passed the Senate by a 48 to 21 vote. Hayes vetoed the bill, but Congress mustered the two-thirds vote to pass it over his veto. Even after the Bland–Allison Act's passage, Blaine continued his opposition, making a series of speeches against it during the 1878 congressional campaign season.
His time in the Senate allowed Blaine to develop his foreign policy ideas. He advocated expansion of the American navy and merchant marine, which had been in decline since the Civil War. Blaine also bitterly opposed the results of the arbitration with Great Britain over American fishermen's right to fish in Canadian waters, which resulted in a $5.5 million award to Britain. Blaine's Anglophobia combined with his support of high tariffs. He had initially opposed a reciprocity treaty with Canada that would have reduced tariffs between the two nations, but by the end of his time in the Senate, he had changed his mind, believing that Americans had more to gain by increasing exports than they would lose by the risk of cheap imports.
Hayes had announced early in his presidency that he would not seek another term, which meant that the contest for the Republican nomination in 1880 was open to all challengers—including Blaine. Blaine was among the early favorites for the nomination, as were former President Grant, Treasury Secretary John Sherman of Ohio, and Senator George F. Edmunds of Vermont. Although Grant did not actively promote his candidacy, his entry into the race re-energized the Stalwarts and when the convention met in Chicago in June 1880, they instantly polarized the delegates into Grant and anti-Grant factions, with Blaine the most popular choice of the latter group. Blaine was nominated by James Frederick Joy of Michigan, but in contrast to Ingersoll's exciting speech of 1876, Joy's lengthy oration was remembered only for its maladroitness. After the other candidates were nominated, the first ballot showed Grant leading with 304 votes and Blaine in second with 284; no other candidate had more than Sherman's 93, and none had the required majority of 379. Sherman's delegates could swing the nomination to either Grant or Blaine, but he refused to release them through twenty-eight ballots in the hope that the anti-Grant forces would desert Blaine and flock to him. Eventually, they did desert Blaine, but instead of Sherman they shifted their votes to Ohio Congressman James A. Garfield, and by the thirty-sixth ballot he had 399 votes, enough for victory.
Garfield placated the Stalwarts by endorsing Chester A. Arthur of New York, a Conkling loyalist, as nominee for vice president, but it was to Blaine and his delegates that Garfield owed his nomination. When Garfield was elected over Democrat Winfield Scott Hancock, he turned to Blaine to guide him in selection of his cabinet and offered him the preeminent position: Secretary of State. Blaine accepted, resigning from the Senate on March 4, 1881.
Blaine saw presiding over the cabinet as a chance to preside over the Washington social scene, as well, and soon ordered construction of a new, larger home near Dupont Circle. Although his foreign policy experience was minimal, Blaine quickly threw himself into his new duties. By 1881, Blaine had completely abandoned his protectionist leanings and now used his position as Secretary of State to promote freer trade, especially within the western hemisphere. His reasons were twofold: firstly, Blaine's old fear of British interference in the Americas was undiminished, and he saw increased trade with Latin America as the best way to keep Britain from dominating the region. Secondly, he believed that by encouraging exports, he could increase American prosperity, and by doing so position the Republican party as the author of that prosperity, ensuring continued electoral success. Garfield agreed with his Secretary of State's vision and Blaine called for a Pan-American conference in 1882 to mediate disputes among the Latin American nations and to serve as a forum for talks on increasing trade. At the same time, Blaine hoped to negotiate a peace in the War of the Pacific then being fought by Bolivia, Chile, and Peru. Blaine favored a resolution that would not result in Peru yielding any territory, but Chile, which had by 1881 occupied the Peruvian capital, rejected any negotiations that would gain them nothing. Blaine sought to expand American influence in other areas, calling for renegotiation of the Clayton–Bulwer Treaty to allow the United States to construct a canal through Panama without British involvement, as well as attempting to reduce British involvement in the strategically located Kingdom of Hawaii. His plans for the United States' involvement in the world stretched even beyond the Western Hemisphere, as he sought commercial treaties with Korea and Madagascar.
On July 2, 1881, Blaine and Garfield were walking through the Sixth Street Station of the Baltimore and Potomac Railroad in Washington when Garfield was shot by Charles J. Guiteau, a disgruntled lawyer and crazed office seeker who had made repeated demands for Blaine and other State Department officials to appoint him to various ambassadorships for which he was grossly unqualified or were already filled.
Guiteau, a self-professed Stalwart, believed that after assassinating the President, he would strike a blow to unite the two factions of the Republican Party, allowing him to ingratiate himself with Vice President Arthur and receive his coveted position. Guiteau was overpowered and arrested immediately, while Garfield lingered for two-and-a-half months before he died on September 19, 1881. Guiteau was convicted of killing Garfield and hanged on June 30, 1882.
Garfield's death was not just a personal tragedy for Blaine; it also meant the end of his dominance of the cabinet, and the end of his foreign policy initiatives. With Arthur's ascent to the presidency, the Stalwart faction now held sway, and Blaine's days at the State Department were numbered. While Arthur asked all of the cabinet members to postpone their resignations until Congress recessed that December, Blaine nonetheless tendered his resignation on October 19, 1881, but he agreed to remain in office until December 19, when his successor would be in place.
Blaine's replacement was Frederick T. Frelinghuysen, a New Jersey Stalwart ; while Arthur and Frelinghuysen undid much of Blaine's work, cancelling the call for a Pan-American conference and stopping the effort to end the War of the Pacific, they did continue the drive for tariff reductions, signing a reciprocity treaty with Mexico in 1882.
Blaine began the year 1882 without a political office for the first time since 1859. Troubled by poor health, he sought no employment other than the completion of the first volume of his memoir, "Twenty Years of Congress." Friends in Maine petitioned Blaine to run for Congress in the 1882 elections, but he declined, preferring to spend his time writing and supervising the move to the new home. His income from mining and railroad investments was sufficient to sustain the family's lifestyle and to allow for the construction of a vacation cottage, "Stanwood" on Mount Desert Island, Maine, designed by Frank Furness. Blaine appeared before Congress in 1882 during an investigation into his War of the Pacific diplomacy, defending himself against allegations that he owned an interest in the Peruvian guano deposits being occupied by Chile, but otherwise stayed away from the Capitol. The publication of the first volume of "Twenty Years" in early 1884 added to Blaine's financial security and thrust him back into the political spotlight. As the 1884 campaign loomed, Blaine's name was being circulated once more as a potential nominee, and despite some reservations, he soon found himself back in the hunt for the presidency.
In the months leading up to the 1884 convention, Blaine was once more considered the favorite for the nomination, but President Arthur was contemplating a run for election in his own right. George Edmunds was again the favored candidate among reformers and John Sherman had a few delegates pledged to him, but neither was expected to command much support at the convention. John A. Logan of Illinois hoped to attract Stalwart votes if Arthur's campaign was unsuccessful. Blaine was unsure he wanted to try for the nomination for the third time and even encouraged General William T. Sherman, John Sherman's older brother, to accept it if it came to him, but ultimately Blaine agreed to be a candidate again.
William H. West of Ohio nominated Blaine with an enthusiastic speech and after the first ballot, Blaine led the count with 334½ votes. While short of the necessary 417 for nomination, Blaine had far more than any other candidate with Arthur in second place at 278 votes. Blaine was unacceptable to the Arthur delegates just as Blaine's own delegates would never vote for the President, so the contest was between the two for the delegates of the remaining candidates. Blaine's total steadily increased as Logan and Sherman withdrew in his favor and some of the Edmunds delegates defected to him. Unlike in previous conventions, the momentum for Blaine in 1884 would not be halted. On the fourth ballot, Blaine received 541 votes and was, at last, nominated. Logan was named vice presidential nominee on the first ballot, and the Republicans had their ticket.
The Democrats held their convention in Chicago the following month and nominated Governor Grover Cleveland of New York. Cleveland's time on the national scene was brief, but Democrats hoped that his reputation as a reformer and an opponent of corruption would attract Republicans dissatisfied with Blaine and his reputation for scandal. They were correct, as reform-minded Republicans (called "Mugwumps") denounced Blaine as corrupt and flocked to Cleveland. The Mugwumps, including such men as Carl Schurz and Henry Ward Beecher, were more concerned with morality than with party, and felt Cleveland was a kindred soul who would promote civil service reform and fight for efficiency in government. However, even as the Democrats gained support from the Mugwumps, they lost some blue-collar workers to the Greenback Party, led by Benjamin F. Butler, Blaine's antagonist from their early days in the House.
The campaign focused on the candidates' personalities, as each candidate's supporters cast aspersions on their opponents. Cleveland's supporters rehashed the old allegations from the Mulligan letters that Blaine had corruptly influenced legislation in favor of railroads, later profiting on the sale of bonds he owned in both companies. Although the stories of Blaine's favors to the railroads had made the rounds eight years earlier, this time more of his correspondence was discovered, making his earlier denials less plausible. Blaine acknowledged that the letters were genuine, but denied that anything in them impugned his integrity or contradicted his earlier explanations. Nevertheless, what Blaine described as "stale slander" served to focus the public's attention negatively on his character. On some of the most damaging correspondence, Blaine had written "Burn this letter," giving Democrats the last line to their rallying cry: "Blaine, Blaine, James G. Blaine, the continental liar from the state of Maine, 'Burn this letter!'"
To counter Cleveland's image of superior morality, Republicans discovered reports that Cleveland had fathered an illegitimate child while he was a lawyer in Buffalo, New York, and chanted "Ma, Ma, where's my Pa?"—to which the Democrats, after Cleveland had been elected, appended, "Gone to the White House, Ha! Ha! Ha!" Cleveland admitted to paying child support in 1874 to Maria Crofts Halpin, the woman who claimed he fathered her child named Oscar Folsom Cleveland. Halpin was involved with several men at the time, including Cleveland's friend and law partner, Oscar Folsom, for whom the child was also named. Cleveland did not know which man was the father, and is believed to have assumed responsibility because he was the only bachelor among them. At the same time, Democratic operatives accused Blaine and his wife of not having been married when their eldest son, Stanwood, was born in 1851; this rumor was false, however, and caused little excitement in the campaign. Halpin disputed the claims of being involved with several men, accusing Cleveland of raping and impregnating her, then institutionalizing her against his will to gain control of their child.
Both candidates believed that the states of New York, New Jersey, Indiana, and Connecticut would determine the election. In New York, Blaine received less support than he anticipated when Arthur and Conkling, still powerful in the New York Republican party, failed to actively campaign for him. Blaine hoped that he would have more support from Irish Americans than Republicans typically did; while the Irish were mainly a Democratic constituency in the 19th century, Blaine's mother was Irish Catholic, and he believed his career-long opposition to the British government would resonate with the Irish. Blaine's hope for Irish defections to the Republican standard were dashed late in the campaign when one of his supporters, Samuel D. Burchard, gave a speech denouncing the Democrats as the party of "Rum, Romanism, and Rebellion." The Democrats spread the word of this insult in the days before the election, and Cleveland narrowly won all four of the swing states, including New York by just over one thousand votes. While the popular vote total was close, with Cleveland winning by just one-quarter of a percent, the electoral votes gave Cleveland a majority of 219–182.
Blaine accepted his narrow defeat and spent most of the next year working on the second volume of "Twenty Years of Congress." The book continued to earn him enough money to support his lavish household and pay off his debts. Although he spoke to friends of retiring from politics, Blaine still attended dinners and commented on the Cleveland administration's policies. By the time of the 1886 Congressional elections, Blaine was giving speeches and promoting Republican candidates, especially in his home state of Maine. Republicans were successful in Maine, and after the Maine elections in September, Blaine went on a speaking tour from Pennsylvania to Tennessee, hoping to boost the prospects of Republican candidates there. Republicans were less successful nationwide, gaining seats in the House while losing seats in the Senate, but Blaine's speeches kept him and his opinions in the spotlight.
Blaine and his wife and daughters sailed for Europe in June 1887, visiting England, Ireland, Germany, France, Austria-Hungary, and finally Scotland, where they stayed at the summer home of Andrew Carnegie. While in France, Blaine wrote a letter to the "New-York Tribune" criticizing Cleveland's plans to reduce the tariff, saying that free trade with Europe would impoverish American workers and farmers. The family returned to the United States in August 1887. His letter in the "Tribune" had raised his political profile even higher, and by 1888 Theodore Roosevelt and Henry Cabot Lodge, both former opponents, urged Blaine to run against Cleveland again. Opinion within the party was overwhelmingly in favor of renominating Blaine.
As the state conventions drew nearer, Blaine announced that he would not be a candidate. His supporters doubted his sincerity and continued to encourage him to run, but Blaine still demurred. Hoping to make his intentions clear, Blaine left the country and was staying with Carnegie in Scotland when the 1888 Republican National Convention began in Chicago. Carnegie encouraged Blaine to accept if the convention nominated him, but the delegates finally accepted Blaine's refusal. John Sherman was the most prominent candidate and sought to attract the Blaine supporters to his candidacy, but instead found them flocking to former senator Benjamin Harrison of Indiana after a telegram from Carnegie suggested that Blaine favored him. Blaine returned to the United States in August 1888 and visited Harrison at his home in October, where twenty-five thousand residents paraded in Blaine's honor. Harrison defeated Cleveland in a close election, and offered Blaine his former position as Secretary of State.
Harrison had developed his foreign policy based largely on Blaine's ideas, and at the start of his term, Harrison and Blaine had very similar views on the United States' place in the world. In spite of their shared worldview, however, the two men became personally unfriendly as the term went on. Harrison was conscious that his Secretary of State was more popular than he, and while he admired Blaine's gift for diplomacy, he grew displeased with Blaine's frequent absence from his post because of illness, and suspected that Blaine was angling for the presidential nomination in 1892. Harrison tried to limit how many "Blaine men" filled subordinate positions in the State Department and denied Blaine's request that his son, Walker, be appointed First Assistant Secretary, instead naming him Solicitor of the Department of State. Despite the growing personal rancor, the two men continued, with one exception, to agree on the foreign policy questions of the day.
Blaine and Harrison wished to see American power and trade expanded across the Pacific and were especially interested in securing rights to harbors in Pearl Harbor, Hawaii, and Pago Pago, Samoa. When Blaine entered office, the United States, Great Britain, and the German Empire were disputing their respective rights in Samoa. Thomas F. Bayard, Blaine's predecessor, had accepted an invitation to a three-party conference in Berlin aimed at resolving the dispute, and Blaine appointed American representatives to attend. The result was a treaty that created a condominium among the three powers, allowing all of them access to the harbor.
In Hawaii, Blaine worked to bind the kingdom more closely to the United States and to avoid its becoming a British protectorate. When the McKinley Tariff of 1890 eliminated the duty on sugar, Hawaiian sugar-growers looked for a way to retain their once-exclusive access to the American market. The Hawaiian minister to the United States, Henry A. P. Carter, tried to arrange for Hawaii have complete trade reciprocity with the United States, but Blaine proposed instead that Hawaii become an American protectorate; Carter favored the idea, but the Hawaiian king, Kalākaua, rejected the infringement on his sovereignty. Blaine next procured the appointment of his former newspaper colleague John L. Stevens as minister to Hawaii. Stevens had long believed that the United States should annex Hawaii, and as minister he co-operated with Americans living in Hawaii in their efforts to bring about annexation. Their efforts ultimately culminated in a coup d'état against Kalākaua's successor, Liliuokalani, in 1893. Blaine's precise involvement is undocumented, but the results of Stevens' diplomacy were in accord with his ambitions for American power in the region. The new government petitioned the United States for annexation, but by that time Blaine was no longer in office.
Soon after taking office, Blaine revived his old idea of an international conference of western hemisphere nations. The result was the First International Conference of American States, which met in Washington in 1890. Blaine and Harrison had high hopes for the conference, including proposals for a customs union, a pan-American railroad line, and an arbitration process to settle disputes among member nations. Their overall goal was to extend trade and political influence over the entire hemisphere; some of the other nations understood this and were wary of deepening ties with the United States to the exclusion of European powers. Blaine said publicly that his only interest was in "annexation of trade," not annexation of territory, but privately he wrote to Harrison of a desire for some territorial enlargement of the United States:
Congress was not as enthusiastic about a customs union as Blaine and Harrison were, but tariff reciprocity provisions were ultimately included in the McKinley Tariff that reduced duties on some inter-American trade. Otherwise, the conference achieved none of Blaine's goals in the short-term, but did lead to further communication and what would eventually become the Organization of American States.
In 1891, a diplomatic crisis arose in Chile that drove a wedge between Harrison and Blaine. The American minister to Chile, Patrick Egan, a political friend of Blaine's, granted asylum to Chileans who were seeking refuge from the Chilean Civil War. Chile was already suspicious of Blaine because of his War of the Pacific diplomacy ten years earlier, and this incident raised tensions even further. When sailors from the "Baltimore" took shore leave in Valparaíso, a fight broke out, resulting in the deaths of two American sailors and three dozen arrested. When the news reached Washington, Blaine was in Bar Harbor recuperating from a bout of ill health and Harrison himself drafted a demand for reparations. The Chilean foreign minister, Manuel Antonio Matta, replied that Harrison's message was "erroneous or deliberately incorrect" and said that the Chilean government was treating the affair the same as any other criminal matter. Tensions increased as Harrison threatened to break off diplomatic relations unless the United States received a suitable apology. Blaine returned to the capital and made conciliatory overtures to the Chilean government, offering to submit the dispute to arbitration and recall Egan. Harrison still insisted on an apology and submitted a special message to Congress about the threat of war. Chile issued an apology for the incident, and the threat of war subsided.
Blaine's earliest expressions in the foreign policy sphere were those of a reactionary Anglophobe, but by the end of his career his relationship with the United Kingdom had become more moderate and nuanced. A dispute over seal hunting in the waters off Alaska was the cause of Blaine's first interaction with Britain as Harrison's Secretary of State. A law passed in 1889 required Harrison to ban seal hunting in Alaskan waters, but Canadian fishermen believed they had the right to continue fishing there. Soon thereafter, the United States Navy seized several Canadian ships near the Pribilof Islands. Blaine entered into negotiations with Britain and the two nations agreed to submit the dispute to arbitration by a neutral tribunal. Blaine was no longer in office when the tribunal began its work, but the result was to allow the hunting once more, albeit with some regulation, and to require the United States to pay damages of $473,151. Ultimately, the nations signed the North Pacific Fur Seal Convention of 1911, which outlawed open-water seal hunting.
At the same time as the Pribilof Islands dispute, an outbreak of mob violence in New Orleans became an international incident. After New Orleans police chief David Hennessy led a crackdown against local mafiosi, he was assassinated on October 14, 1890. After the alleged murderers were found not guilty on March 14, 1891, a mob stormed the jail and lynched eleven of them. Since many of those killed were Italian citizens the Italian minister, Saverio Fava, protested to Blaine. Blaine explained that federal officials could not control how state officials deal with criminal matters, and Fava announced that he would withdraw the legation back to Italy. Blaine and Harrison believed the Italians' response to be an overreaction, and did nothing. Tensions slowly cooled, and after nearly a year, the Italian minister returned to the United States to negotiate an indemnity. After some internal dispute—Blaine wanted conciliation with Italy, Harrison was reluctant to admit fault—the United States agreed to pay an indemnity of $25,000, and normal diplomatic relations resumed.
Blaine had always believed his health to be fragile, and by the time he joined Harrison's cabinet he truly was unwell. The years at the State Department also brought Blaine personal tragedy as two of his children, Walker and Alice, died suddenly in 1890. Another son, Emmons, died in 1892. With these family issues and his declining health, Blaine decided to retire and announced that he would resign from the cabinet on June 4, 1892. Because of their growing animosity, and because Blaine's resignation came three days before the 1892 Republican National Convention began, Harrison suspected that Blaine was preparing to run against him for the party's nomination for president.
Harrison was unpopular with the party and the country, and many of Blaine's old supporters encouraged him to run for the nomination. Blaine had denied any interest in the nomination months before his resignation, but some of his friends, including Senator Matthew Quay of Pennsylvania and James S. Clarkson, chairman of the Republican National Committee, took it for false modesty and worked for his nomination anyway. When Blaine resigned from the cabinet, his boosters were certain that he was a candidate, but the majority of the party stood by the incumbent. Harrison was renominated on the first ballot, but die-hard Blaine delegates still gave their champion 182 and 1/6 votes, good enough for second place.
Blaine spent the summer of 1892 at his Bar Harbor cottage, and did not involve himself in the presidential campaign other than to make a single speech in New York in October. Harrison was defeated soundly in his rematch against former president Cleveland and when Blaine returned to Washington at the close of 1892, he and Harrison were friendlier than they had been in years. Blaine's health declined rapidly in the winter of 1892–1893, and he died in his Washington home on January 27, 1893. He had been playing with fireworks when one went off in his closed fist. After a funeral at the Presbyterian Church of the Covenant, he was buried in Oak Hill Cemetery in Washington. He was later re-interred in Blaine Memorial Park, Augusta, Maine, in 1920.
A towering figure in the Republican party of his day, Blaine fell into obscurity fairly soon after his death. A 1905 biography by his wife's cousin, Edward Stanwood, was written when the question was still in doubt, but by the time David Saville Muzzey published his biography of Blaine in 1934, the subtitle "A Political Idol of Other Days" already spoke to its subject's fading place in the popular mind, perhaps because of the nine men the Republican Party nominated for the Presidency from 1860 to 1912, Blaine is the only one who never became President. Although several authors studied Blaine's foreign policy career, including Edward P. Crapol's 2000 work, Muzzey's was the last full-scale biography of the man until Neil Rolde's 2006 book. Historian R. Hal Williams was working on a new biography of Blaine, tentatively titled "James G. Blaine: A Life in Politics", until his death in 2016.
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https://en.wikipedia.org/wiki?curid=16208
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Justinian I
Justinian I (; ; ; 482 14 November 565), also known as Justinian the Great, was the Eastern Roman emperor from 527 to 565.
His reign is marked by the ambitious but only partly realized "renovatio imperii", or "restoration of the Empire". Because of his restoration activities, Justinian has sometimes been known as the "Last Roman" in mid-20th century historiography. This ambition was expressed by the partial recovery of the territories of the defunct Western Roman Empire. His general, Belisarius, swiftly conquered the Vandal Kingdom in North Africa. Subsequently, Belisarius, Narses, and other generals conquered the Ostrogothic kingdom, restoring Dalmatia, Sicily, Italy, and Rome to the empire after more than half a century of rule by the Ostrogoths. The prefect Liberius reclaimed the south of the Iberian peninsula, establishing the province of Spania. These campaigns re-established Roman control over the western Mediterranean, increasing the Empire's annual revenue by over a million solidi. During his reign, Justinian also subdued the "Tzani", a people on the east coast of the Black Sea that had never been under Roman rule before. He engaged the Sasanian Empire in the east during Kavad I's reign, and later again during Khosrow I's; this second conflict was partially initiated due to his ambitions in the west.
A still more resonant aspect of his legacy was the uniform rewriting of Roman law, the "Corpus Juris Civilis", which is still the basis of civil law in many modern states. His reign also marked a blossoming of Byzantine culture, and his building program yielded works such as the Hagia Sophia. He is called "Saint Justinian the Emperor" in the Eastern Orthodox Church.
Justinian was born in Tauresium, Dardania, around 482. A native speaker of Latin (possibly the last Roman emperor to be one), he came from a peasant family believed to have been of Illyro-Roman or Thraco-Roman origins.
The cognomen "Iustinianus", which he took later, is indicative of adoption by his uncle Justin. During his reign, he founded Justiniana Prima not far from his birthplace. His mother was Vigilantia, the sister of Justin. Justin, who was in the imperial guard (the Excubitors) before he became emperor, adopted Justinian, brought him to Constantinople, and ensured the boy's education. As a result, Justinian was well educated in jurisprudence, theology and Roman history. Justinian served for some time with the Excubitors but the details of his early career are unknown. Chronicler John Malalas, who lived during the reign of Justinian, tells of his appearance that he was short, fair skinned, curly haired, round faced and handsome. Another contemporary chronicler, Procopius, compares Justinian's appearance to that of tyrannical Emperor Domitian, although this is probably slander.
When Emperor Anastasius died in 518, Justin was proclaimed the new emperor, with significant help from Justinian. During Justin's reign (518–527), Justinian was the emperor's close confidant. Justinian showed much ambition, and it has been thought that he was functioning as virtual regent long before Justin made him associate emperor on 1 April 527, although there is no conclusive evidence of this. As Justin became senile near the end of his reign, Justinian became the "de facto" ruler. Following the general Vitalian's assassination presumed to be orchestrated by Justinian or Justin, Justinian was appointed consul in 521 and later commander of the army of the east. Upon Justin's death on 1 August 527, Justinian became the sole sovereign.
As a ruler, Justinian showed great energy. He was known as "the emperor who never sleeps" on account of his work habits. Nevertheless, he seems to have been amiable and easy to approach. Around 525, he married his mistress, Theodora, in Constantinople. She was by profession an actress and some twenty years his junior. In earlier times, Justinian could not have married her owing to her class, but his uncle, Emperor Justin I, had passed a law lifting restrictions on marriages with ex-actresses. Though the marriage caused a scandal, Theodora would become very influential in the politics of the Empire. Other talented individuals included Tribonian, his legal adviser; Peter the Patrician, the diplomat and longtime head of the palace bureaucracy; Justinian's finance ministers John the Cappadocian and Peter Barsymes, who managed to collect taxes more efficiently than any before, thereby funding Justinian's wars; and finally, his prodigiously talented generals, Belisarius and Narses.
Justinian's rule was not universally popular; early in his reign he nearly lost his throne during the Nika riots, and a conspiracy against the emperor's life by dissatisfied businessmen was discovered as late as 562. Justinian was struck by the plague in the early 540s but recovered. Theodora died in 548 at a relatively young age, possibly of cancer; Justinian outlived her by nearly twenty years. Justinian, who had always had a keen interest in theological matters and actively participated in debates on Christian doctrine, became even more devoted to religion during the later years of his life. When he died on 14 November 565, he left no children. He was succeeded by Justin II, who was the son of his sister Vigilantia and married to Sophia, the niece of Theodora. Justinian's body was entombed in a specially built mausoleum in the Church of the Holy Apostles until it was desecrated and robbed during the pillage of the city in 1204 by the Latin States of the Fourth Crusade.
Justinian achieved lasting fame through his judicial reforms, particularly through the complete revision of all Roman law, something that had not previously been attempted. The total of Justinian's legislation is known today as the "Corpus juris civilis". It consists of the "Codex Justinianeus", the "Digesta" or "Pandectae", the "Institutiones", and the "Novellae".
Early in his reign, Justinian appointed the "quaestor" Tribonian to oversee this task. The first draft of the "Codex Justinianeus", a codification of imperial constitutions from the 2nd century onward, was issued on 7 April 529. (The final version appeared in 534.) It was followed by the "Digesta" (or "Pandectae"), a compilation of older legal texts, in 533, and by the "Institutiones", a textbook explaining the principles of law. The "Novellae", a collection of new laws issued during Justinian's reign, supplements the "Corpus". As opposed to the rest of the corpus, the "Novellae" appeared in Greek, the common language of the Eastern Empire.
The "Corpus" forms the basis of Latin jurisprudence (including ecclesiastical Canon Law) and, for historians, provides a valuable insight into the concerns and activities of the later Roman Empire. As a collection it gathers together the many sources in which the "leges" (laws) and the other rules were expressed or published: proper laws, senatorial consults ("senatusconsulta"), imperial decrees, case law, and jurists' opinions and interpretations ("responsa prudentum").
Tribonian's code ensured the survival of Roman law. It formed the basis of later Byzantine law, as expressed in the "Basilika" of Basil I and Leo VI the Wise. The only western province where the Justinian code was introduced was Italy (after the conquest by the so-called Pragmatic Sanction of 554), from where it was to pass to Western Europe in the 12th century and become the basis of much European law code. It eventually passed to Eastern Europe where it appeared in Slavic editions, and it also passed on to Russia. It remains influential to this day.
He passed laws to protect prostitutes from exploitation and women from being forced into prostitution. Rapists were treated severely. Further, by his policies: women charged with major crimes should be guarded by other women to prevent sexual abuse; if a woman was widowed, her dowry should be returned; and a husband could not take on a major debt without his wife giving her consent twice.
Justinian discontinued the appointments of consuls beginning 541. The consulship was revived in 566 by his successor Justin II who simply appointed himself to the position.
Justinian's habit of choosing efficient, but unpopular advisers nearly cost him his throne early in his reign. In January 532, partisans of the chariot racing factions in Constantinople, normally rivals, united against Justinian in a revolt that has become known as the Nika riots. They forced him to dismiss Tribonian and two of his other ministers, and then attempted to overthrow Justinian himself and replace him with the senator Hypatius, who was a nephew of the late emperor Anastasius. While the crowd was rioting in the streets, Justinian considered fleeing the capital by sea, but eventually decided to stay, apparently on the prompting of Theodora, who refused to leave. In the next two days, he ordered the brutal suppression of the riots by his generals Belisarius and Mundus. Procopius relates that 30,000 unarmed civilians were killed in the Hippodrome. On Theodora's insistence, and apparently against his own judgment, Justinian had Anastasius' nephews executed.
The destruction that took place during the revolt provided Justinian with an opportunity to tie his name to a series of splendid new buildings, most notably the architectural innovation of the domed Hagia Sophia.
One of the most spectacular features of Justinian's reign was the recovery of large stretches of land around the Western Mediterranean basin that had slipped out of Imperial control in the 5th century. As a Christian Roman emperor, Justinian considered it his divine duty to restore the Roman Empire to its ancient boundaries. Although he never personally took part in military campaigns, he boasted of his successes in the prefaces to his laws and had them commemorated in art. The re-conquests were in large part carried out by his general Belisarius.
From his uncle, Justinian inherited ongoing hostilities with the Sassanid Empire. In 530 the Persian forces suffered a double defeat at Dara and Satala, but the next year saw the defeat of Roman forces under Belisarius near Callinicum. Justinian then tried to make alliance with the Axumites of Ethiopia and the Himyarites of Yemen against the Persians, but this failed. When king Kavadh I of Persia died (September 531), Justinian concluded an "Eternal Peace" (which cost him 11,000 pounds of gold) with his successor Khosrau I (532). Having thus secured his eastern frontier, Justinian turned his attention to the West, where Germanic kingdoms had been established in the territories of the former Western Roman Empire.
The first of the western kingdoms Justinian attacked was that of the Vandals in North Africa. King Hilderic, who had maintained good relations with Justinian and the North African Catholic clergy, had been overthrown by his cousin Gelimer in 530 A.D. Imprisoned, the deposed king appealed to Justinian.
In 533, Belisarius sailed to Africa with a fleet of 92 dromons, escorting 500 transports carrying an army of about 15,000 men, as well as a number of barbarian troops. They landed at Caput Vada (modern Ras Kaboudia) in modern Tunisia. They defeated the Vandals, who were caught completely off guard, at Ad Decimum on 14 September 533 and Tricamarum in December; Belisarius took Carthage. King Gelimer fled to Mount Pappua in Numidia, but surrendered the next spring. He was taken to Constantinople, where he was paraded in a triumph. Sardinia and Corsica, the Balearic Islands, and the stronghold Septem Fratres near Gibraltar were recovered in the same campaign.
In this war, the contemporary Procopius remarks that Africa was so entirely depopulated that a person might travel several days without meeting a human being, and he adds, "it is no exaggeration to say, that in the course of the war 5,000,000 perished by the sword, and famine, and pestilence."
An African prefecture, centered in Carthage, was established in April 534, but it would teeter on the brink of collapse during the next 15 years, amidst warfare with the Moors and military mutinies. The area was not completely pacified until 548, but remained peaceful thereafter and enjoyed a measure of prosperity. The recovery of Africa cost the empire about 100,000 pounds of gold.
As in Africa, dynastic struggles in Ostrogothic Italy provided an opportunity for intervention. The young king Athalaric had died on 2 October 534, and a usurper, Theodahad, had imprisoned queen Amalasuntha, Theodoric's daughter and mother of Athalaric, on the island of Martana in Lake Bolsena, where he had her assassinated in 535. Thereupon Belisarius, with 7,500 men, invaded Sicily (535) and advanced into Italy, sacking Naples and capturing Rome on 9 December 536. By that time Theodahad had been deposed by the Ostrogothic army, who had elected Vitigis as their new king. He gathered a large army and besieged Rome from February 537 to March 538 without being able to retake the city.
Justinian sent another general, Narses, to Italy, but tensions between Narses and Belisarius hampered the progress of the campaign. Milan was taken, but was soon recaptured and razed by the Ostrogoths. Justinian recalled Narses in 539. By then the military situation had turned in favour of the Romans, and in 540 Belisarius reached the Ostrogothic capital Ravenna. There he was offered the title of Western Roman Emperor by the Ostrogoths at the same time that envoys of Justinian were arriving to negotiate a peace that would leave the region north of the Po River in Gothic hands. Belisarius feigned acceptance of the offer, entered the city in May 540, and reclaimed it for the Empire. Then, having been recalled by Justinian, Belisarius returned to Constantinople, taking the captured Vitigis and his wife Matasuntha with him.
Belisarius had been recalled in the face of renewed hostilities by the Persians. Following a revolt against the Empire in Armenia in the late 530s and possibly motivated by the pleas of Ostrogothic ambassadors, King Khosrau I broke the "Eternal Peace" and invaded Roman territory in the spring of 540. He first sacked Beroea and then Antioch (allowing the garrison of 6,000 men to leave the city), besieged Daras, and then went on to attack the small but strategically significant satellite kingdom of Lazica near the Black Sea, exacting tribute from the towns he passed along his way. He forced Justinian I to pay him 5,000 pounds of gold, plus 500 pounds of gold more each year.
Belisarius arrived in the East in 541, but after some success, was again recalled to Constantinople in 542. The reasons for his withdrawal are not known, but it may have been instigated by rumours of his disloyalty reaching the court.
The outbreak of the plague caused a lull in the fighting during the year 543. The following year Khosrau defeated a Byzantine army of 30,000 men, but unsuccessfully besieged the major city of Edessa. Both parties made little headway, and in 545 a truce was agreed upon for the southern part of the Roman-Persian frontier. After that the Lazic War in the North continued for several years, until a second truce in 557, followed by a Fifty Years' Peace in 562. Under its terms, the Persians agreed to abandon Lazica in exchange for an annual tribute of 400 or 500 pounds of gold (30,000 "solidi") to be paid by the Romans.
While military efforts were directed to the East, the situation in Italy took a turn for the worse. Under their respective kings Ildibad and Eraric (both murdered in 541) and especially Totila, the Ostrogoths made quick gains. After a victory at Faenza in 542, they reconquered the major cities of Southern Italy and soon held almost the entire Italian peninsula. Belisarius was sent back to Italy late in 544 but lacked sufficient troops and supplies. Making no headway, he was relieved of his command in 548. Belisarius succeeded in defeating a Gothic fleet of 200 ships. During this period the city of Rome changed hands three more times, first taken and depopulated by the Ostrogoths in December 546, then reconquered by the Byzantines in 547, and then again by the Goths in January 550. Totila also plundered Sicily and attacked Greek coastlines.
Finally, Justinian dispatched a force of approximately 35,000 men (2,000 men were detached and sent to invade southern Visigothic Hispania) under the command of Narses. The army reached Ravenna in June 552 and defeated the Ostrogoths decisively within a month at the battle of Busta Gallorum in the Apennines, where Totila was slain. After a second battle at Mons Lactarius in October that year, the resistance of the Ostrogoths was finally broken. In 554, a large-scale Frankish invasion was defeated at Casilinum, and Italy was secured for the Empire, though it would take Narses several years to reduce the remaining Gothic strongholds. At the end of the war, Italy was garrisoned with an army of 16,000 men. The recovery of Italy cost the empire about 300,000 pounds of gold. Procopius estimated "the loss of the Goths at 15,000,000."
In addition to the other conquests, the Empire established a presence in Visigothic Hispania, when the usurper Athanagild requested assistance in his rebellion against King Agila I. In 552, Justinian dispatched a force of 2,000 men; according to the historian Jordanes, this army was led by the octogenarian Liberius. The Byzantines took Cartagena and other cities on the southeastern coast and founded the new province of Spania before being checked by their former ally Athanagild, who had by now become king. This campaign marked the apogee of Byzantine expansion.
During Justinian's reign, the Balkans suffered from several incursions by the Turkic and Slavic peoples who lived north of the Danube. Here, Justinian resorted mainly to a combination of diplomacy and a system of defensive works. In 559 a particularly dangerous invasion of Sklavinoi and Kutrigurs under their khan Zabergan threatened Constantinople, but they were repulsed by the aged general Belisarius.
Justinian's ambition to restore the Roman Empire to its former glory was only partly realized. In the West, the brilliant early military successes of the 530s were followed by years of stagnation. The dragging war with the Goths was a disaster for Italy, even though its long-lasting effects may have been less severe than is sometimes thought. The heavy taxes that the administration imposed upon its population were deeply resented. The final victory in Italy and the conquest of Africa and the coast of southern Hispania significantly enlarged the area over which the Empire could project its power and eliminated all naval threats to the empire. Despite losing much of Italy soon after Justinian's death, the empire retained several important cities, including Rome, Naples, and Ravenna, leaving the Lombards as a regional threat. The newly founded province of Spania kept the Visigoths as a threat to Hispania alone and not to the western Mediterranean and Africa.
Events of the later years of the reign showed that Constantinople itself was not safe from barbarian incursions from the north, and even the relatively benevolent historian Menander Protector felt the need to attribute the Emperor's failure to protect the capital to the weakness of his body in his old age. In his efforts to renew the Roman Empire, Justinian dangerously stretched its resources while failing to take into account the changed realities of 6th-century Europe.
Justinian saw the orthodoxy of his empire threatened by diverging religious currents, especially Monophysitism, which had many adherents in the eastern provinces of Syria and Egypt. Monophysite doctrine, which maintains that Jesus Christ had one divine nature or a synthesis of a divine and human nature, had been condemned as a heresy by the Council of Chalcedon in 451, and the tolerant policies towards Monophysitism of Zeno and Anastasius I had been a source of tension in the relationship with the bishops of Rome. Justin reversed this trend and confirmed the Chalcedonian doctrine, openly condemning the Monophysites. Justinian, who continued this policy, tried to impose religious unity on his subjects by forcing them to accept doctrinal compromises that might appeal to all parties, a policy that proved unsuccessful as he satisfied none of them.
Near the end of his life, Justinian became ever more inclined towards the Monophysite doctrine, especially in the form of Aphthartodocetism, but he died before being able to issue any legislation. The empress Theodora sympathized with the Monophysites and is said to have been a constant source of pro-Monophysite intrigues at the court in Constantinople in the earlier years. In the course of his reign, Justinian, who had a genuine interest in matters of theology, authored a small number of theological treatises.
As in his secular administration, despotism appeared also in the Emperor's ecclesiastical policy. He regulated everything, both in religion and in law.
At the very beginning of his reign, he deemed it proper to promulgate by law the Church's belief in the Trinity and the Incarnation, and to threaten all heretics with the appropriate penalties, whereas he subsequently declared that he intended to deprive all disturbers of orthodoxy of the opportunity for such offense by due process of law. He made the Nicaeno-Constantinopolitan creed the sole symbol of the Church and accorded legal force to the canons of the four ecumenical councils. The bishops in attendance at the Second Council of Constantinople in 553 recognized that nothing could be done in the Church contrary to the emperor's will and command, while, on his side, the emperor, in the case of the Patriarch Anthimus, reinforced the ban of the Church with temporal proscription. Justinian protected the purity of the church by suppressing heretics. He neglected no opportunity to secure the rights of the Church and clergy, and to protect and extend monasticism. He granted the monks the right to inherit property from private citizens and the right to receive "solemnia", or annual gifts, from the Imperial treasury or from the taxes of certain provinces and he prohibited lay confiscation of monastic estates.
Although the despotic character of his measures is contrary to modern sensibilities, he was indeed a "nursing father" of the Church. Both the "Codex" and the "Novellae" contain many enactments regarding donations, foundations, and the administration of ecclesiastical property; election and rights of bishops, priests and abbots; monastic life, residential obligations of the clergy, conduct of divine service, episcopal jurisdiction, etc. Justinian also rebuilt the Church of Hagia Sophia (which cost 20,000 pounds of gold), the original site having been destroyed during the Nika riots. The new Hagia Sophia, with its numerous chapels and shrines, gilded octagonal dome, and mosaics, became the centre and most visible monument of Eastern Orthodoxy in Constantinople.
From the middle of the 5th century onward, increasingly arduous tasks confronted the emperors of the East in ecclesiastical matters.
Justinian entered the arena of ecclesiastical statecraft shortly after his uncle's accession in 518, and put an end to the Acacian schism. Previous Emperors had tried to alleviate theological conflicts by declarations that deemphasized the Council of Chalcedon, which had condemned Monophysitism, which had strongholds in Egypt and Syria, and by tolerating the appointment of Monophysites to church offices. The Popes reacted by severing ties with the Patriarch of Constantinople who supported these policies. Emperors Justin I (and later Justinian himself) rescinded these policies and reestablished the union between Constantinople and Rome. After this, Justinian also felt entitled to settle disputes in papal elections, as he did when he favoured Vigilius and had his rival Silverius deported.
This new-found unity between East and West did not, however, solve the ongoing disputes in the east. Justinian's policies switched between attempts to force Monophysites to accept the Chalcedonian creed by persecuting their bishops and monks – thereby embittering their sympathizers in Egypt and other provinces – and attempts at a compromise that would win over the Monophysites without surrendering the Chalcedonian faith. Such an approach was supported by the Empress Theodora, who favoured the Monophysites unreservedly. In the condemnation of the "Three Chapters", three theologians that had opposed Monophysitism before and after the Council of Chalcedon, Justinian tried to win over the opposition. At the Fifth Ecumenical Council, most of the Eastern church yielded to the Emperor's demands, and Pope Vigilius, who was forcibly brought to Constantinople and besieged at a chapel, finally also gave his assent. However, the condemnation was received unfavourably in the west, where it led to new (albeit temporal) schism, and failed to reach its goal in the east, as the Monophysites remained unsatisfied – all the more bitter for him because during his last years he took an even greater interest in theological matters.
Justinian's religious policy reflected the Imperial conviction that the unity of the Empire presupposed unity of faith, and it appeared to him obvious that this faith could only be the orthodox (Nicaean). Those of a different belief were subjected to persecution, which imperial legislation had effected from the time of Constantius II and which would now vigorously continue. The "Codex" contained two statutes that decreed the total destruction of paganism, even in private life; these provisions were zealously enforced. Contemporary sources (John Malalas, Theophanes, and John of Ephesus) tell of severe persecutions, even of men in high position.
The original Academy of Plato had been destroyed by the Roman dictator Sulla in 86 BC. Several centuries later, in 410 AD, a Neoplatonic Academy was established that had no institutional continuity with Plato's Academy, and which served as a center for Neoplatonism and mysticism. It persisted until 529 AD when it was finally closed by Justinian I. Other schools in Constantinople, Antioch, and Alexandria, which were the centers of Justinian's empire, continued.
In Asia Minor alone, John of Ephesus was reported to have converted 70,000 pagans, which was probably an exaggerated number. Other peoples also accepted Christianity: the Heruli, the Huns dwelling near the Don, the Abasgi, and the Tzanni in Caucasia.
The worship of Amun at the oasis of Awjila in the Libyan desert was abolished, and so were the remnants of the worship of Isis on the island of Philae, at the first cataract of the Nile. The Presbyter Julian and the Bishop Longinus conducted a mission among the Nabataeans, and Justinian attempted to strengthen Christianity in Yemen by dispatching a bishop from Egypt.
The civil rights of Jews were restricted and their religious privileges threatened. Justinian also interfered in the internal affairs of the synagogue and encouraged the Jews to use the Greek Septuagint in their synagogues in Constantinople.
The Emperor faced significant opposition from the Samaritans, who resisted conversion to Christianity and were repeatedly in insurrection. He persecuted them with rigorous edicts, but could not prevent reprisals towards Christians from taking place in Samaria toward the close of his reign. The consistency of Justinian's policy meant that the Manicheans too suffered persecution, experiencing both exile and threat of capital punishment. At Constantinople, on one occasion, not a few Manicheans, after strict inquisition, were executed in the emperor's very presence: some by burning, others by drowning.
Justinian was a prolific builder; the historian Procopius bears witness to his activities in this area. Under Justinian's reign, the San Vitale in Ravenna, which features two famous mosaics representing Justinian and Theodora, was completed under the sponsorship of Julius Argentarius. Most notably, he had the Hagia Sophia, originally a basilica-style church that had been burnt down during the Nika riots, splendidly rebuilt according to a completely different ground plan, under the architectural supervision of Isidore of Miletus and Anthemius of Tralles. According to Pseudo-Codinus, Justinian stated at the completion of this edifice, "Solomon, I have outdone thee" (in reference to the first Jewish temple). This new cathedral, with its magnificent dome filled with mosaics, remained the centre of eastern Christianity for centuries.
Another prominent church in the capital, the Church of the Holy Apostles, which had been in a very poor state near the end of the 5th century, was likewise rebuilt. The Church of Saints Sergius and Bacchus, later re-named Little Hagia Sophia, was also built between 532 and 536 by the imperial couple. Works of embellishment were not confined to churches alone: excavations at the site of the Great Palace of Constantinople have yielded several high-quality mosaics dating from Justinian's reign, and a column topped by a bronze statue of Justinian on horseback and dressed in a military costume was erected in the Augustaeum in Constantinople in 543. Rivalry with other, more established patrons from the Constantinopolitan and exiled Roman aristocracy might have enforced Justinian's building activities in the capital as a means of strengthening his dynasty's prestige.
Justinian also strengthened the borders of the Empire from Africa to the East through the construction of fortifications and ensured Constantinople of its water supply through construction of underground cisterns (see Basilica Cistern). To prevent floods from damaging the strategically important border town Dara, an advanced arch dam was built. During his reign the large Sangarius Bridge was built in Bithynia, securing a major military supply route to the east. Furthermore, Justinian restored cities damaged by earthquake or war and built a new city near his place of birth called Justiniana Prima, which was intended to replace Thessalonica as the political and religious centre of Illyricum.
In Justinian's reign, and partly under his patronage, Byzantine culture produced noteworthy historians, including Procopius and Agathias, and poets such as Paul the Silentiary and Romanus the Melodist flourished. On the other hand, centres of learning such as the Neoplatonic Academy in Athens and the famous Law School of Beirut lost their importance during his reign.
As was the case under Justinian's predecessors, the Empire's economic health rested primarily on agriculture. In addition, long-distance trade flourished, reaching as far north as Cornwall where tin was exchanged for Roman wheat. Within the Empire, convoys sailing from Alexandria provided Constantinople with wheat and grains. Justinian made the traffic more efficient by building a large granary on the island of Tenedos for storage and further transport to Constantinople. Justinian also tried to find new routes for the eastern trade, which was suffering badly from the wars with the Persians.
One important luxury product was silk, which was imported and then processed in the Empire. In order to protect the manufacture of silk products, Justinian granted a monopoly to the imperial factories in 541. In order to bypass the Persian landroute, Justinian established friendly relations with the Abyssinians, whom he wanted to act as trade mediators by transporting Indian silk to the Empire; the Abyssinians, however, were unable to compete with the Persian merchants in India. Then, in the early 550s, two monks succeeded in smuggling eggs of silk worms from Central Asia back to Constantinople, and silk became an indigenous product.
Gold and silver were mined in the Balkans, Anatolia, Armenia, Cyprus, Egypt and Nubia.
At the start of Justinian I's reign he had inherited a surplus 28,800,000 "solidi" (400,000 pounds of gold) in the imperial treasury from Anastasius I and Justin I. Under Justinian's rule, measures were taken to counter corruption in the provinces and to make tax collection more efficient. Greater administrative power was given to both the leaders of the prefectures and of the provinces, while power was taken away from the vicariates of the dioceses, of which a number were abolished. The overall trend was towards a simplification of administrative infrastructure. According to Brown (1971), the increased professionalization of tax collection did much to destroy the traditional structures of provincial life, as it weakened the autonomy of the town councils in the Greek towns. It has been estimated that before Justinian I's reconquests the state had an annual revenue of 5,000,000 "solidi" in AD 530, but after his reconquests, the annual revenue was increased to 6,000,000 "solidi" in AD 550.
Throughout Justinian's reign, the cities and villages of the East prospered, although Antioch was struck by two earthquakes (526, 528) and sacked and evacuated by the Persians (540). Justinian had the city rebuilt, but on a slightly smaller scale.
Despite all these measures, the Empire suffered several major setbacks in the course of the 6th century. The first one was the plague, which lasted from 541 to 543 and, by decimating the Empire's population, probably created a scarcity of labor and a rising of wages. The lack of manpower also led to a significant increase in the number of "barbarians" in the Byzantine armies after the early 540s. The protracted war in Italy and the wars with the Persians themselves laid a heavy burden on the Empire's resources, and Justinian was criticized for curtailing the government-run post service, which he limited to only one eastern route of military importance.
During the 530s, it seemed to many that God had abandoned the Christian Roman Empire. There were noxious fumes in the air and the Sun, while still providing daylight, refused to give much heat. This caused famine unlike anything those of the time had seen before, affecting both Europe and the Middle East.
The causes of these disasters aren't precisely known, but volcanoes at the Rabaul caldera, Lake Ilopango, Krakatoa, or, according to a recent finding, in Iceland are suspected,
Seven years later in 542, a devastating outbreak of Bubonic Plague, known as the Plague of Justinian and second only to Black Death of the 14th century, killed tens of millions. Justinian and members of his court, physically unaffected by the previous 535–536 famine, were afflicted, with Justinian himself contracting and surviving the pestilence. The impact of this outbreak of plague has recently been disputed, since evidence for tens of millions dying is uncertain.
In July 551, the eastern Mediterranean was rocked by the 551 Beirut earthquake, which triggered a tsunami. The combined fatalities of both events likely exceeded 30,000, with tremors felt from Antioch to Alexandria.
In the "Paradiso" section of the "Divine Comedy" by Dante Alighieri, Justinian I is prominently featured as a spirit residing on the sphere of Mercury, which holds the ambitious souls of Heaven. His legacy is elaborated on, and he is portrayed as a defender of the Christian faith and the restorer of Rome to the Empire. However, Justinian confesses that he was partially motivated by fame rather than duty to God, which tainted the justice of his rule in spite of his proud accomplishments. In his introduction, "Cesare fui e son Iustinïano" ("Caesar I was, and am Justinian"), his mortal title is contrasted with his immortal soul, to emphasize that "glory in life is ephemeral, while contributing to God's glory is eternal", according to Dorothy L. Sayers. Dante also uses Justinian to criticize the factious politics of his 14th Century Italy, in contrast to the unified Italy of the Roman Empire.
Justinian is a major character in the 1938 novel "Count Belisarius", by Robert Graves. He is depicted as a jealous and conniving Emperor obsessed with creating and maintaining his own historical legacy.
Justinian appears as a character in the 1939 time travel novel "Lest Darkness Fall", by L. Sprague de Camp. "The Glittering Horn: Secret Memoirs of the Court of Justinian" was a novel written by Pierson Dixon in 1958 about the court of Justinian.
Justinian occasionally appears in the comic strip "Prince Valiant", usually as a nemesis of the title character.
Procopius provides the primary source for the history of Justinian's reign. He became very bitter towards Justinian and his empress, Theodora. The Syriac chronicle of John of Ephesus, which survives partially, was used as a source for later chronicles, contributing many additional details of value. Other sources include the writings of John Malalas, Agathias, John the Lydian, Menander Protector, the Paschal Chronicle, Evagrius Scholasticus, Pseudo-Zacharias Rhetor, Jordanes, the chronicles of Marcellinus Comes and Victor of Tunnuna. Justinian is widely regarded as a saint by Orthodox Christians, and is also commemorated by some Lutheran churches on 14 November.
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https://en.wikipedia.org/wiki?curid=16209
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John Martyn
Iain David McGeachy (11 September 1948 – 29 January 2009), known professionally as John Martyn, was a British singer-songwriter and guitarist. Over a 40-year career, he released 23 studio albums, and received frequent critical acclaim. "The Times" described him as "an electrifying guitarist and singer whose music blurred the boundaries between folk, jazz, rock and blues".
Martyn began his career at age 17 as a key member of the British folk music scene, drawing inspiration from American blues and English traditional music, and signed with Island Records. By the 1970s he had begun incorporating jazz and rock into his sound on albums such as "Solid Air" (1973) and "One World" (1977), as well as experimenting with guitar effects and tape delay machines such as Echoplex. He struggled with substance abuse and domestic problems throughout the 1970s and 1980s, though he continued to release albums while collaborating with figures such as Phil Collins and Lee "Scratch" Perry. He remained active until his death in 2009.
Martyn was born in Beechcroft Avenue, New Malden, Surrey, England, to a Belgian Jewish mother and a Scottish father. His parents, both opera singers, divorced when he was five and he spent his childhood alternating between Scotland and England. Much of this time was spent in the care of his grandmother, as well as on his mother's houseboat. He attended Shawlands Academy in Glasgow. At school, he was a keen rugby player. On leaving school he attended Glasgow School of Art, but left to pursue his musical aspirations.
Mentored by Hamish Imlach, Martyn began his professional musical career when he was 17, playing a fusion of blues and folk resulting in a distinctive style which made him a key figure in the British folk scene during the mid-1960s. He signed to Chris Blackwell's Island Records in 1967 and released his first album, "London Conversation", the same year. Released in 1968, his second album, "The Tumbler", was moving towards jazz.
By 1970 Martyn had developed a wholly original and idiosyncratic sound: acoustic guitar run through a fuzzbox, phase shifter and Echoplex. This sound was first apparent on "Stormbringer!" released in February 1970.
"Stormbringer!" was written and performed by Martyn and his then-wife Beverley, who had previously recorded solo as Beverley Kutner. Their second duo album, "The Road to Ruin", was released in November 1970. Island Records felt that it would be more successful to market Martyn as a solo act and this was how subsequent albums were produced, although Beverley continued to make appearances as a backing singer as well as continuing as a solo artist herself.
Released in 1971, "Bless the Weather" was Martyn's third solo album. In February 1973, Martyn released the album "Solid Air", the title song a tribute to the singer-songwriter Nick Drake, a close friend and label-mate who died in 1974 from an overdose of antidepressants. In 2009, a double CD Deluxe edition of "Solid Air" was released featuring unreleased songs and out-takes, and sleeve notes by Record Collector's Daryl Easlea. On "Bless the Weather" and on "Solid Air" Martyn collaborated with jazz bassist Danny Thompson, with whom he proceeded to have a musical partnership which continued until his death.
Following the commercial success of "Solid Air", later on in 1973 Martyn quickly recorded and released the experimental "Inside Out", an album with emphasis placed on feel and improvisation rather than song structure. In 1975, he followed this with "Sunday's Child", a more song-based collection that includes "My Baby Girl" and "Spencer the Rover", which are references to his young family. Martyn subsequently described this period as 'very happy'. In September 1975, he released a live album, "Live at Leeds" — Martyn had been unable to persuade Island to release the record, and resorted to selling individually signed copies by mail from his home in Hastings. "Live at Leeds" features Danny Thompson and drummer John Stevens. In 2010, a 2CD Deluxe version of Live at Leeds was released, and it was discovered that not all of the songs on the original album were from the Leeds concert. After releasing "Live at Leeds", Martyn took a sabbatical, including a visit to Jamaica, spending time with reggae producer Lee "Scratch" Perry.
In 1977, he released "One World", which led some commentators to describe Martyn as the "Father of Trip-Hop". It included tracks such as "Small Hours" and "Big Muff", a collaboration with Lee "Scratch" Perry. "Small Hours" was recorded outside; the microphones picked up ambient sounds, such as geese from a nearby lake. In 1978, he played guitar on the album "Harmony of the Spheres" by Neil Ardley.
Martyn's marriage broke down at the end of the 1970s and "John hit the self destruct button" (although other biographers, including "The Times" obituary writer, attribute the break-up of his marriage to his already being addicted to drink and drugs). In her autobiography, Beverley also alleges protracted domestic violence. Out of this period, described by Martyn as "a very dark period in my life", came the album "Grace and Danger". Released in October 1980, the album had been held up for a year by Chris Blackwell. He was a close friend of John and Beverley, and found the album too openly disturbing to release. Only after intense and sustained pressure from Martyn did Blackwell agree to release the album. Commenting on that period, Martyn said, "I was in a dreadful emotional state over that record. I was hardly in control of my own actions. The reason they finally released it was because I freaked: Please get it out! I don't give a damn about how sad it makes you feel—it's what I'm about: the direct communication of emotion. "Grace and Danger" was very cathartic, and it really hurt."
In the late 1980s, Martyn cited "Grace and Danger" as his favourite album, and said that it was "probably the most specific piece of autobiography I've written. Some people keep diaries, I make records." The album has since become one of his highest-regarded, prompting a deluxe double-disc issue in 2007, containing the original album remastered.
Phil Collins played drums and sang backing vocals on "Grace and Danger" and subsequently played drums on and produced Martyn's next album, "Glorious Fool", in 1981. Martyn left Island records in 1981, and recorded "Glorious Fool" and "Well Kept Secret" for WEA achieving his first Top 30 album. In 1983 Martyn released a live album, "Philentropy", and married Annie Furlong but the couple, who had lived in Scotland, later separated. Returning to Island records, he recorded "Sapphire" (1984), "Piece by Piece" (1986) and the live "Foundations" (1987) before leaving the label in 1988.
Martyn released "The Apprentice" in 1990 and "Cooltide" in 1991 for Permanent Records, and reunited with Phil Collins for "No Little Boy" (1993) which featured rerecorded versions of some of his classic tracks. The similar 1992 release "Couldn't Love You More" was unauthorised by and disowned by Martyn. Material from these recordings and his two Permanent albums have been recycled on many releases. Permanent Records also released a live 2-CD set called "Live" in 1994. "And" (1996) came out on Go! Discs and saw Martyn draw heavily on trip-hop textures, a direction which saw more complete expression on 2000s "Glasgow Walker"; "The Church with One Bell" (1998) is a covers album which draws on songs by Portishead and Ben Harper. In 2001, Martyn appeared on the track "Deliver Me" by Faithless keyboard player and DJ Sister Bliss.
In July 2006, the documentary "Johnny Too Bad" was screened by the BBC. The programme documented the period surrounding the operation to amputate Martyn's right leg below the knee (the result of a burst cyst that had led to septicaemia) and the writing and recording of "On the Cobbles" (2004), an album described by Peter Marsh on the BBC Music website as "the strongest, most consistent set he's come up with in years." Much of "Cobbles" was a revisiting of his acoustic-based sound.
Martyn's last concerts were in November 2008 reprising Grace and Danger.
In collaboration with his keyboard player Spenser Cozens, Martyn wrote and performed the score for "Strangebrew" (Robert Wallace 2007) winning the Fortean Times Award at the London Short Film Festival in the same year. The film concept being a strong influence of the album design of Martyn's Heaven and Earth (2011). On 4 February 2008, Martyn received the lifetime achievement award at the BBC Radio 2 Folk Awards. The award was presented by his friend Phil Collins. The BBC website stated Martyn's "heartfelt performances have either suggested or fully demonstrated an idiosyncratic genius." Eric Clapton was quoted saying that Martyn was "so far ahead of everything, it's almost inconceivable."
To mark Martyn's 60th birthday, Island released a 4CD boxed set, "Ain't No Saint" on 1 September 2008. The set includes unreleased studio material and rare live recordings.
Martyn was appointed OBE in the 2009 New Year Honours and died a few weeks later.
Martyn died on 29 January 2009, in hospital in Thomastown, County Kilkenny, Ireland, due to acute respiratory distress syndrome. He had been living in Thomastown with his partner Theresa Walsh. Martyn's health was affected by his life-long abuse of drugs and alcohol. He was survived by his partner and his children, Mhairi and Spencer McGeachy.
Following Martyn's death, "Rolling Stone" lauded his "progressive folk invention and improvising sorcery". Friend and collaborator Phil Collins paid tribute to him, saying, "John's passing is terribly, terribly sad. I had worked with and known him since the late 1970s and he was a great friend. He was uncompromising, which made him infuriating to some people, but he was unique and we'll never see the likes of him again. I loved him dearly and will miss him very much."
Mike Harding introduced an hour-long tribute to Martyn in his Radio 2 programme on 25 February 2009. A tribute album, "Johnny Boy Would Love This", was released on 15 August 2011, comprising cover versions of his songs by various artists.
The “Grace & Danger: A Celebration of John Martyn” tribute concert held on 27 January 2019 at Glasgow Royal Concert Hall marked the tenth anniversary of his passing. Curated and hosted by Danny Thompson, artists including Eddi Reader, Eric Bibb and Paul Weller performed “to do full justice to a selection of Martyn's finest songs and channel some of the great man’s spirit”.
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https://en.wikipedia.org/wiki?curid=16211
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John Milton
John Milton (9 December 16088 November 1674) was an English poet and intellectual who served as a civil servant for the Commonwealth of England under its Council of State and later under Oliver Cromwell. He wrote at a time of religious flux and political upheaval, and is best known for his epic poem "Paradise Lost" (1667), written in blank verse, and widely considered to be one of the greatest works of literature ever written.
Writing in English, Latin, Greek, and Italian, he achieved international renown within his lifetime; his celebrated "Areopagitica" (1644), written in condemnation of pre-publication censorship, is among history's most influential and impassioned defences of freedom of speech and freedom of the press. His desire for freedom extended into his style: he introduced new words (coined from Latin and Ancient Greek) to the English language, and was the first modern writer to employ unrhymed verse outside of the theatre or translations.
William Hayley's 1796 biography called him the "greatest English author", and he remains generally regarded "as one of the preeminent writers in the English language", though critical reception has oscillated in the centuries since his death (often on account of his republicanism). Samuel Johnson praised "Paradise Lost" as "a poem which...with respect to design may claim the first place, and with respect to performance, the second, among the productions of the human mind", though he (a Tory and recipient of royal patronage) described Milton's politics as those of an "acrimonious and surly republican". Poets such as William Blake, William Wordsworth and Thomas Hardy revered him.
The phases of Milton's life parallel the major historical and political divisions in Stuart Britain. Milton studied, travelled, wrote poetry mostly for private circulation, and launched a career as pamphleteer and publicist under the increasingly personal rule of Charles I and its breakdown into constitutional confusion and war. The shift in accepted attitudes in government placed him in public office under the Commonwealth of England, from being thought dangerously radical and even heretical, and he even acted as an official spokesman in certain of his publications. The Restoration of 1660 deprived Milton, now completely blind, of his public platform, but this period saw him complete most of his major works of poetry.
Milton's views developed from his very extensive reading, as well as travel and experience, from his student days of the 1620s to the English Civil War. By the time of his death in 1674, Milton was impoverished and on the margins of English intellectual life, yet famous throughout Europe and unrepentant for his political choices.
John Milton was born in Bread Street, London on 9 December 1608, the son of composer John Milton and his wife Sarah Jeffrey. The senior John Milton (1562–1647) moved to London around 1583 after being disinherited by his devout Catholic father Richard "the Ranger" Milton for embracing Protestantism. In London, the senior John Milton married Sarah Jeffrey (1572–1637) and found lasting financial success as a scrivener. He lived in and worked from a house on Bread Street, where the Mermaid Tavern was located in Cheapside. The elder Milton was noted for his skill as a musical composer, and this talent left his son with a lifelong appreciation for music and friendships with musicians such as Henry Lawes.
Milton's father's prosperity provided his eldest son with a private tutor, Thomas Young, a Scottish Presbyterian with an M.A. from the University of St. Andrews. Research suggests that Young's influence served as the poet's introduction to religious radicalism. After Young's tutorship, Milton attended St Paul's School in London. There he began the study of Latin and Greek, and the classical languages left an imprint on both his poetry and prose in English (he also wrote in Italian and Latin).
Milton's first datable compositions are two psalms done at age 15 at Long Bennington. One contemporary source is the "Brief Lives" of John Aubrey, an uneven compilation including first-hand reports. In the work, Aubrey quotes Christopher, Milton's younger brother: "When he was young, he studied very hard and sat up very late, commonly till twelve or one o'clock at night". Aubrey adds, ""His complexion exceeding faire—he was so faire that they called him the Lady of Christ's College."
In 1625, Milton began attending Christ's College, Cambridge. He graduated with a B.A. in 1629, ranking fourth of 24 honours graduates that year in the University of Cambridge. Preparing to become an Anglican priest, Milton stayed on and obtained his Master of Arts degree on 3 July 1632.
Milton may have been rusticated (suspended) in his first year for quarrelling with his tutor, Bishop William Chappell. He was certainly at home in London in the Lent Term 1626; there he wrote his "Elegia Prima", a first Latin elegy, to Charles Diodati, a friend from St Paul's. Based on remarks of John Aubrey, Chappell "whipt" Milton. This story is now disputed, though certainly Milton disliked Chappell. Historian Christopher Hill cautiously notes that Milton was "apparently" rusticated, and that the differences between Chappell and Milton may have been either religious or personal. It is also possible that, like Isaac Newton four decades later, Milton was sent home because of the plague, by which Cambridge was badly affected in 1625. In 1626, Milton's tutor was Nathaniel Tovey.
At Cambridge, Milton was on good terms with Edward King, for whom he later wrote "Lycidas". He also befriended Anglo-American dissident and theologian Roger Williams. Milton tutored Williams in Hebrew in exchange for lessons in Dutch. Despite developing a reputation for poetic skill and general erudition, Milton experienced alienation from his peers and university life as a whole. Having once watched his fellow students attempting comedy upon the college stage, he later observed 'they thought themselves gallant men, and I thought them fools'.
Milton was disdainful of the university curriculum, which consisted of stilted formal debates conducted in Latin on abstruse topics. His own corpus is not devoid of humour, notably his sixth prolusion and his epitaphs on the death of Thomas Hobson. While at Cambridge, he wrote a number of his well-known shorter English poems, among them "On the Morning of Christ's Nativity", his "Epitaph on the admirable Dramaticke Poet, W. Shakespeare" (his first poem to appear in print), "L'Allegro", and "Il Penseroso".
Upon receiving his M.A. in 1632, Milton retired to Hammersmith, his father's new home since the previous year. He also lived at Horton, Berkshire, from 1635 and undertook six years of self-directed private study. Hill argues that this was not retreat into a rural idyll; Hammersmith was then a "suburban village" falling into the orbit of London, and even Horton was becoming deforested and suffered from the plague. He read both ancient and modern works of theology, philosophy, history, politics, literature, and science in preparation for a prospective poetical career. Milton's intellectual development can be charted via entries in his commonplace book (like a scrapbook), now in the British Library. As a result of such intensive study, Milton is considered to be among the most learned of all English poets. In addition to his years of private study, Milton had command of Latin, Greek, Hebrew, French, Spanish, and Italian from his school and undergraduate days; he also added Old English to his linguistic repertoire in the 1650s while researching his "History of Britain", and probably acquired proficiency in Dutch soon after.
Milton continued to write poetry during this period of study; his "Arcades" and "Comus" were both commissioned for masques composed for noble patrons, connections of the Egerton family, and performed in 1632 and 1634 respectively. "Comus" argues for the virtuousness of temperance and chastity. He contributed his pastoral elegy "Lycidas" to a memorial collection for one of his fellow-students at Cambridge. Drafts of these poems are preserved in Milton's poetry notebook, known as the Trinity Manuscript because it is now kept at Trinity College, Cambridge.
In May 1638, Milton embarked upon a tour of France and Italy that lasted until July or August 1639. His travels supplemented his study with new and direct experience of artistic and religious traditions, especially Roman Catholicism. He met famous theorists and intellectuals of the time, and was able to display his poetic skills. For specific details of what happened within Milton's "grand tour", there appears to be just one primary source: Milton's own "Defensio Secunda". There are other records, including some letters and some references in his other prose tracts, but the bulk of the information about the tour comes from a work that, according to Barbara Lewalski, "was not intended as autobiography but as rhetoric, designed to emphasise his sterling reputation with the learned of Europe."
He first went to Calais and then on to Paris, riding horseback, with a letter from diplomat Henry Wotton to ambassador John Scudamore. Through Scudamore, Milton met Hugo Grotius, a Dutch law philosopher, playwright, and poet. Milton left France soon after this meeting. He travelled south from Nice to Genoa, and then to Livorno and Pisa. He reached Florence in July 1638. While there, Milton enjoyed many of the sites and structures of the city. His candour of manner and erudite neo-Latin poetry earned him friends in Florentine intellectual circles, and he met the astronomer Galileo who was under house arrest at Arcetri, as well as others. Milton probably visited the Florentine Academy and the Accademia della Crusca along with smaller academies in the area, including the Apatisti and the Svogliati.
He left Florence in September to continue to Rome. With the connections from Florence, Milton was able to have easy access to Rome's intellectual society. His poetic abilities impressed those like Giovanni Salzilli, who praised Milton within an epigram. In late October, Milton attended a dinner given by the English College, Rome, despite his dislike for the Society of Jesus, meeting English Catholics who were also guests—theologian Henry Holden and the poet Patrick Cary. He also attended musical events, including oratorios, operas, and melodramas. Milton left for Naples toward the end of November, where he stayed only for a month because of the Spanish control. During that time, he was introduced to Giovanni Battista Manso, patron to both Torquato Tasso and to Giambattista Marino.
Originally, Milton wanted to leave Naples in order to travel to Sicily and then on to Greece, but he returned to England during the summer of 1639 because of what he claimed in "Defensio Secunda" were "sad tidings of civil war in England." Matters became more complicated when Milton received word that his childhood friend Diodati had died. Milton in fact stayed another seven months on the continent, and spent time at Geneva with Diodati's uncle after he returned to Rome. In "Defensio Secunda", Milton proclaimed that he was warned against a return to Rome because of his frankness about religion, but he stayed in the city for two months and was able to experience Carnival and meet Lukas Holste, a Vatican librarian who guided Milton through its collection. He was introduced to Cardinal Francesco Barberini who invited Milton to an opera hosted by the Cardinal. Around March, Milton travelled once again to Florence, staying there for two months, attending further meetings of the academies, and spending time with friends. After leaving Florence, he travelled through Lucca, Bologna, and Ferrara before coming to Venice. In Venice, Milton was exposed to a model of Republicanism, later important in his political writings, but he soon found another model when he travelled to Geneva. From Switzerland, Milton travelled to Paris and then to Calais before finally arriving back in England in either July or August 1639.
On returning to England where the Bishops' Wars presaged further armed conflict, Milton began to write prose tracts against episcopacy, in the service of the Puritan and Parliamentary cause. Milton's first foray into polemics was "Of Reformation touching Church Discipline in England" (1641), followed by "Of Prelatical Episcopacy", the two defences of Smectymnuus (a group of Presbyterian divines named from their initials; the "TY" belonged to Milton's old tutor Thomas Young), and "The Reason of Church-Government Urged against Prelaty". He vigorously attacked the High-church party of the Church of England and their leader William Laud, Archbishop of Canterbury, with frequent passages of real eloquence lighting up the rough controversial style of the period, and deploying a wide knowledge of church history.
He was supported by his father's investments, but Milton became a private schoolmaster at this time, educating his nephews and other children of the well-to-do. This experience and discussions with educational reformer Samuel Hartlib led him to write his short tract "Of Education" in 1644, urging a reform of the national universities.
In June 1642, Milton paid a visit to the manor house at Forest Hill, Oxfordshire, and returned with 16-year-old bride Mary Powell. Mary found life difficult with the severe 35-year-old schoolmaster and pamphleteer, and she returned to her family a month later. She did not return until 1645, partly because of the outbreak of the Civil War.
In the meantime, her desertion prompted Milton to publish a series of pamphlets over the next three years arguing for the legality and morality of divorce. (Anna Beer, one of Milton's most recent biographers, points to a lack of evidence and the dangers of cynicism in urging that it was not necessarily the case that the private life so animated the public polemicising.) In 1643, Milton had a brush with the authorities over these writings, in parallel with Hezekiah Woodward, who had more trouble. It was the hostile response accorded the divorce tracts that spurred Milton to write "Areopagitica; A speech of Mr. John Milton for the Liberty of Unlicenc'd Printing, to the Parlament of England", his celebrated attack on pre-printing censorship. In "Areopagitica", Milton aligns himself with the parliamentary cause, and he also begins to synthesize the ideal of neo-Roman liberty with that of Christian liberty.
With the parliamentary victory in the Civil War, Milton used his pen in defence of the republican principles represented by the Commonwealth. "The Tenure of Kings and Magistrates" (1649) defended the right of the people to hold their rulers to account, and implicitly sanctioned the regicide; Milton's political reputation got him appointed Secretary for Foreign Tongues by the Council of State in March 1649. His main job description was to compose the English Republic's foreign correspondence in Latin, but he also was called upon to produce propaganda for the regime and to serve as a censor.
In October 1649, he published "Eikonoklastes", an explicit defence of the regicide, in response to the "Eikon Basilike", a phenomenal best-seller popularly attributed to Charles I that portrayed the King as an innocent Christian martyr. Milton tried to break this powerful image of Charles I (the literal translation of Eikonoklastes is 'the image breaker'). A month later, however, the exiled Charles II and his party published the defence of monarchy "Defensio Regia pro Carolo Primo", written by leading humanist Claudius Salmasius. By January of the following year, Milton was ordered to write a defence of the English people by the Council of State. Milton worked more slowly than usual, given the European audience and the English Republic's desire to establish diplomatic and cultural legitimacy, as he drew on the learning marshalled by his years of study to compose a riposte.
On 24 February 1652, Milton published his Latin defence of the English people "Defensio pro Populo Anglicano", also known as the "First Defence". Milton's pure Latin prose and evident learning exemplified in the "First Defence" quickly made him a European reputation, and the work ran to numerous editions. He addressed his "Sonnet 16" to 'The Lord Generall Cromwell in May 1652' beginning "Cromwell, our chief of men...", although it was not published until 1654.
In 1654, Milton completed the second defence of the English nation "Defensio secunda" in response to an anonymous Royalist tract ""Regii Sanguinis Clamor ad Coelum Adversus Parricidas Anglicanos"" [The Cry of the Royal Blood to Heaven Against the English Parricides], a work that made many personal attacks on Milton. The second defence praised Oliver Cromwell, now Lord Protector, while exhorting him to remain true to the principles of the Revolution. Alexander Morus, to whom Milton wrongly attributed the "Clamor" (in fact by Peter du Moulin), published an attack on Milton, in response to which Milton published the autobiographical "Defensio pro se" in 1655. Milton held the appointment of Secretary for Foreign Tongues to the Commonwealth Council of State until 1660, although after he had become totally blind, most of the work was done by his deputies, Georg Rudolph Wecklein, then Philip Meadows, and from 1657 by the poet Andrew Marvell.
By 1652, Milton had become totally blind; the cause of his blindness is debated but bilateral retinal detachment or glaucoma are most likely. His blindness forced him to dictate his verse and prose to amanuenses who copied them out for him; one of these was poet Andrew Marvell. One of his best-known sonnets, "When I Consider How My Light is Spent", titled by a later editor, John Newton, ""On His Blindness"", is presumed to date from this period.
Cromwell's death in 1658 caused the English Republic to collapse into feuding military and political factions. Milton, however, stubbornly clung to the beliefs that had originally inspired him to write for the Commonwealth. In 1659, he published "A Treatise of Civil Power", attacking the concept of a state-dominated church (the position known as Erastianism), as well as "Considerations touching the likeliest means to remove hirelings", denouncing corrupt practises in church governance. As the Republic disintegrated, Milton wrote several proposals to retain a non-monarchical government against the wishes of parliament, soldiers, and the people.
Upon the Restoration in May 1660, Milton went into hiding for his life, while a warrant was issued for his arrest and his writings were burnt. He re-emerged after a general pardon was issued, but was nevertheless arrested and briefly imprisoned before influential friends intervened, such as Marvell, now an MP. Milton married for a third and final time on 24 February 1663, marrying Elizabeth (Betty) Minshull, aged 24, a native of Wistaston, Cheshire. He spent the remaining decade of his life living quietly in London, only retiring to a cottage during the Great Plague of London—Milton's Cottage in Chalfont St. Giles, his only extant home.
During this period, Milton published several minor prose works, such as the grammar textbook "Art of Logic" and a "History of Britain". His only explicitly political tracts were the 1672 "Of True Religion", arguing for toleration (except for Catholics), and a translation of a Polish tract advocating an elective monarchy. Both these works were referred to in the Exclusion debate, the attempt to exclude the heir presumptive from the throne of England—James, Duke of York—because he was Roman Catholic. That debate preoccupied politics in the 1670s and 1680s and precipitated the formation of the Whig party and the Glorious Revolution.
Milton died of kidney failure on 8 November 1674 and was buried in the church of St Giles-without-Cripplegate, Fore Street, London. According to an early biographer, his funeral was attended by "his learned and great Friends in London, not without a friendly concourse of the Vulgar." A monument was added in 1793, sculpted by John Bacon the Elder.
Milton and his first wife Mary Powell (1625–1652) had four children:
Mary Powell died on 5 May 1652 from complications following Deborah's birth. Milton's daughters survived to adulthood, but he always had a strained relationship with them.
On 12 November 1656, Milton was married to Katherine Woodcock at St Margaret's, Westminster. She died on 3 February 1658, less than four months after giving birth to her daughter Katherine, who also died.
Milton married for a third time on 24 February 1663 to Elizabeth Mynshull or Minshull (1638–1728), the niece of Thomas Mynshull, a wealthy apothecary and philanthropist in Manchester. The marriage took place at St Mary Aldermary in the City of London. Despite a 31-year age gap, the marriage seemed happy, according to John Aubrey, and lasted more than 12 years until Milton's death. (A plaque on the wall of Mynshull's House in Manchester describes Elizabeth as Milton's "3rd and Best wife".) Samuel Johnson, however, claims that Mynshull was "a domestic companion and attendant" and that Milton's nephew Edward Phillips relates that Mynshull "oppressed his children in his lifetime, and cheated them at his death".
His nephews, Edward and John Phillips (sons of Milton's sister Anne), were educated by Milton and became writers themselves. John acted as a secretary, and Edward was Milton's first biographer.
Milton's poetry was slow to see the light of day, at least under his name. His first published poem was "On Shakespeare" (1630), anonymously included in the Second Folio edition of William Shakespeare's plays in 1632. An annoted copy of the First Folio has been suggested to contain marginal notes by Milton. Milton collected his work in "1645 Poems" in the midst of the excitement attending the possibility of establishing a new English government. The anonymous edition of "Comus" was published in 1637, and the publication of "Lycidas" in 1638 in "Justa Edouardo King Naufrago" was signed J. M. Otherwise. The 1645 collection was the only poetry of his to see print until "Paradise Lost" appeared in 1667.
Milton's "magnum opus", the blank-verse epic poem "Paradise Lost", was composed by the blind and impoverished Milton from 1658 to 1664 (first edition), with small but significant revisions published in 1674 (second edition). As a blind poet, Milton dictated his verse to a series of aides in his employ. It has been argued that the poem reflects his personal despair at the failure of the Revolution yet affirms an ultimate optimism in human potential. Some literary critics have argued that Milton encoded many references to his unyielding support for the "Good Old Cause".
On 27 April 1667, Milton sold the publication rights for "Paradise Lost" to publisher Samuel Simmons for £5 (equivalent to approximately £770 in 2015 purchasing power), with a further £5 to be paid if and when each print run sold out of between 1,300 and 1,500 copies. The first run was a quarto edition priced at three shillings per copy (about £23 in 2015 purchasing power equivalent), published in August 1667, and it sold out in eighteen months.
Milton followed up the publication "Paradise Lost" with its sequel "Paradise Regained", which was published alongside the tragedy "Samson Agonistes" in 1671. Both of these works also reflect Milton's post-Restoration political situation. Just before his death in 1674, Milton supervised a second edition of "Paradise Lost", accompanied by an explanation of "why the poem rhymes not", and prefatory verses by Andrew Marvell. In 1673, Milton republished his "1645 Poems", as well as a collection of his letters and the Latin prolusions from his Cambridge days.
An unfinished religious manifesto, "De doctrina christiana", probably written by Milton, lays out many of his heterodox theological views, and was not discovered and published until 1823. Milton's key beliefs were idiosyncratic, not those of an identifiable group or faction, and often they go well beyond the orthodoxy of the time. Their tone, however, stemmed from the Puritan emphasis on the centrality and inviolability of conscience. He was his own man, but he was anticipated by Henry Robinson in "Areopagitica".
While Milton's beliefs are generally considered to be consistent with Protestant Christianity, Stephen Fallon argues that by the late 1650s, Milton may have at least toyed with the idea of monism or animist materialism, the notion that a single material substance which is "animate, self-active, and free" composes everything in the universe: from stones and trees and bodies to minds, souls, angels, and God. Fallon claims that Milton devised this position to avoid the mind-body dualism of Plato and Descartes as well as the mechanistic determinism of Hobbes. According to Fallon, Milton's monism is most notably reflected in "Paradise Lost" when he has angels eat (5.433–39) and apparently engage in sexual intercourse (8.622–29) and the "De Doctrina", where he denies the dual natures of man and argues for a theory of Creation "ex Deo".
Milton was a "passionately individual Christian Humanist poet." He appears on the pages of seventeenth century English Puritanism, an age characterized as "the world turned upside down." He is a Puritan and yet is unwilling to surrender conscience to party positions on public policy. Thus, Milton's political thought, driven by competing convictions, a Reformed faith and a Humanist spirit, led to enigmatic outcomes.Milton’s apparently contradictory stance on the vital problems of his age, arose from religious contestations, to the questions of the divine rights of kings. In both the cases, he seems in control, taking stock of the situation arising from the polarization of the English society on religious and political lines. He fought with the Puritans against the Cavaliers i.e. the King’s party, and helped win the day. But the very same constitutional and republican polity, when tried to curtail freedom of speech, Milton, given his humanistic zeal, wrote Areopagitica . . .
Milton's political thought may be best categorized according to respective periods in his life and times. The years 1641–42 were dedicated to church politics and the struggle against episcopacy. After his divorce writings, "Areopagitica", and a gap, he wrote in 1649–54 in the aftermath of the execution of Charles I, and in polemic justification of the regicide and the existing Parliamentarian regime. Then in 1659–60 he foresaw the Restoration, and wrote to head it off.
Milton's own beliefs were in some cases both unpopular and dangerous, and this was true particularly to his commitment to republicanism. In coming centuries, Milton would be claimed as an early apostle of liberalism. According to James Tully:
A friend and ally in the pamphlet wars was Marchamont Nedham. Austin Woolrych considers that although they were quite close, there is "little real affinity, beyond a broad republicanism", between their approaches. Blair Worden remarks that both Milton and Nedham, with others such as Andrew Marvell and James Harrington, would have taken their problem with the Rump Parliament to be not the republic itself, but the fact that it was not a proper republic. Woolrych speaks of "the gulf between Milton's vision of the Commonwealth's future and the reality". In the early version of his "History of Britain", begun in 1649, Milton was already writing off the members of the Long Parliament as incorrigible.
He praised Oliver Cromwell as the Protectorate was set up; though subsequently he had major reservations. When Cromwell seemed to be backsliding as a revolutionary, after a couple of years in power, Milton moved closer to the position of Sir Henry Vane, to whom he wrote a sonnet in 1652. The group of disaffected republicans included, besides Vane, John Bradshaw, John Hutchinson, Edmund Ludlow, Henry Marten, Robert Overton, Edward Sexby and John Streater; but not Marvell, who remained with Cromwell's party. Milton had already commended Overton, along with Edmund Whalley and Bulstrode Whitelocke, in "Defensio Secunda". Nigel Smith writes that
As Richard Cromwell fell from power, he envisaged a step towards a freer republic or "free commonwealth", writing in the hope of this outcome in early 1660. Milton had argued for an awkward position, in the "Ready and Easy Way", because he wanted to invoke the Good Old Cause and gain the support of the republicans, but without offering a democratic solution of any kind. His proposal, backed by reference (amongst other reasons) to the oligarchical Dutch and Venetian constitutions, was for a council with perpetual membership. This attitude cut right across the grain of popular opinion of the time, which swung decisively behind the restoration of the Stuart monarchy that took place later in the year. Milton, an associate of and advocate on behalf of the regicides, was silenced on political matters as Charles II returned.
Milton was neither a clergyman nor a theologian; however, theology, and particularly English Calvinism, formed the great palette on which John Milton created his greatest thoughts. John Milton wrestled with the great doctrines of the Church amidst the theological crosswinds of his age. The great Poet was undoubtedly Reformed (though his grandfather, Richard "the Ranger" Milton had been Roman Catholic). However, Milton's Calvinism had to find expression in a broad-spirited Humanism. Like many Renaissance artists before him, Milton attempted to integrate Christian theology with classical modes. In his early poems, the poet narrator expresses a tension between vice and virtue, the latter invariably related to Protestantism. In "Comus", Milton may make ironic use of the Caroline court masque by elevating notions of purity and virtue over the conventions of court revelry and superstition. In his later poems, Milton's theological concerns become more explicit.
His use of biblical citation was wide-ranging; Harris Fletcher, standing at the beginning of the intensification of the study of the use of scripture in Milton's work (poetry and prose, in all languages Milton mastered), notes that typically Milton clipped and adapted biblical quotations to suit the purpose, giving precise chapter and verse only in texts for a more specialized readership. As for the plenitude of Milton's quotations from scripture, Fletcher comments, "For this work, I have in all actually collated about twenty-five hundred of the five to ten thousand direct Biblical quotations which appear therein". Milton's customary English Bible was the Authorized King James. When citing and writing in other languages, he usually employed the Latin translation by Immanuel Tremellius, though "he was equipped to read the Bible in Latin, in Greek, and in Hebrew, including the Targumim or Aramaic paraphrases of the Old Testament, and the Syriac version of the New, together with the available commentaries of those several versions".
Milton embraced many heterodox Christian theological views. He has been accused of rejecting the Trinity, believing instead that the Son was subordinate to the Father, a position known as Arianism; and his sympathy or curiosity was probably engaged by Socinianism: in August 1650 he licensed for publication by William Dugard the "Racovian Catechism", based on a non-trinitarian creed. Milton's alleged Arianism, like much of his theology, is still subject of debate and controversy. Rufus Wilmot Griswold argued that "In none of his great works is there a passage from which it can be inferred that he was an Arian; and in the very last of his writings he declares that "the doctrine of the Trinity is a plain doctrine in Scripture." In "Areopagitica," Milton classified Arians and Socinians as "errorists" and "schismatics" alongside Arminians and Anabaptists. A source has interpreted him as broadly Protestant, if not always easy to locate in a more precise religious category.
In his 1641 treatise, "Of Reformation", Milton expressed his dislike for Catholicism and episcopacy, presenting Rome as a modern Babylon, and bishops as Egyptian taskmasters. These analogies conform to Milton's puritanical preference for Old Testament imagery. He knew at least four commentaries on "Genesis": those of John Calvin, Paulus Fagius, David Pareus and Andreus Rivetus.
Through the Interregnum, Milton often presents England, rescued from the trappings of a worldly monarchy, as an elect nation akin to the Old Testament Israel, and shows its leader, Oliver Cromwell, as a latter-day Moses. These views were bound up in Protestant views of the Millennium, which some sects, such as the Fifth Monarchists predicted would arrive in England. Milton, however, would later criticise the "worldly" millenarian views of these and others, and expressed orthodox ideas on the prophecy of the Four Empires.
The Restoration of the Stuart monarchy in 1660 began a new phase in Milton's work. In "Paradise Lost", "Paradise Regained" and "Samson Agonistes", Milton mourns the end of the godly Commonwealth. The Garden of Eden may allegorically reflect Milton's view of England's recent Fall from Grace, while Samson's blindness and captivity—mirroring Milton's own lost sight—may be a metaphor for England's blind acceptance of Charles II as king.
Illustrated by "Paradise Lost" is mortalism, the belief that the soul lies dormant after the body dies.
Despite the Restoration of the monarchy, Milton did not lose his personal faith; Samson shows how the loss of national salvation did not necessarily preclude the salvation of the individual, while "Paradise Regained" expresses Milton's continuing belief in the promise of Christian salvation through Jesus Christ.
Though he maintained his personal faith in spite of the defeats suffered by his cause, the "Dictionary of National Biography" recounted how he had been alienated from the Church of England by Archbishop William Laud, and then moved similarly from the Dissenters by their denunciation of religious tolerance in England.
Writing of the enigmatic and often conflicting views of Milton in the Puritan age, David Daiches wrote convincingly,"Christian and Humanist, Protestant, patriot and heir of the golden ages of Greece and Rome, he faced what appeared to him to be the birth-pangs of a new and regenerate England with high excitement and idealistic optimism.”A fair theological summary may be: that John Milton was a Puritan, though his tendency to press further for liberty of conscience, sometimes out of conviction and often out of mere intellectual curiosity, made the great man, at least, a vital if not uncomfortable ally in the broader Puritan movement.
Milton called in the "Areopagitica" for "the liberty to know, to utter, and to argue freely according to conscience, above all liberties" (applied, however, only to the conflicting Protestant denominations, and not to atheists, Jews, Muslims or Catholics). "Milton argued for disestablishment as the only effective way of achieving broad toleration. Rather than force a man's conscience, government should recognise the persuasive force of the gospel."
Milton wrote "The Doctrine and Discipline of Divorce" in 1643, at the beginning of the English Civil War. In August of that year, he presented his thoughts to the Westminster Assembly of Divines, which had been created by the Long Parliament to bring greater reform to the Church of England. The Assembly convened on 1 July against the will of King Charles I.
Milton's thinking on divorce caused him considerable trouble with the authorities. An orthodox Presbyterian view of the time was that Milton's views on divorce constituted a one-man heresy:
Even here, though, his originality is qualified: Thomas Gataker had already identified "mutual solace" as a principal goal in marriage. Milton abandoned his campaign to legitimise divorce after 1645, but he expressed support for polygamy in the "De Doctrina Christiana", the theological treatise that provides the clearest evidence for his views.
Milton wrote during a period when thoughts about divorce were anything but simplistic; rather, there was active debate among thinkers and intellectuals at the time. However, Milton's basic approval of divorce within strict parameters set by the biblical witness was typical of many influential Christian intellectuals, particularly the Westminster divines. Milton addressed the Assembly on the matter of divorce in August 1643, at a moment when the Assembly was beginning to form its opinion on the matter. In the Doctrine & Discipline of Divorce, Milton argued that divorce was a private matter, not a legal or ecclesiastical one. Neither the Assembly nor Parliament condemned Milton or his ideas. In fact, when the Westminster Assembly wrote the Westminster Confession of Faith they allowed for divorce ('Of Marriage and Divorce,' Chapter 24, Section 5) in cases of infidelity or abandonment. Thus, the Christian community, at least a majority within the 'Puritan' sub-set, approved of Milton's views.
Nevertheless, reaction among Puritans to Milton's views on divorce was mixed. Herbert Palmer, a member of the Westminster Assembly, condemned Milton in the strongest possible language:
Palmer expressed his disapproval in a sermon addressed to the Westminster Assembly. The Scottish commissioner Robert Baillie described Palmer's sermon as one "of the most Scottish and free sermons that ever I heard any where."
History was particularly important for the political class of the period, and Lewalski considers that Milton "more than most illustrates" a remark of Thomas Hobbes on the weight placed at the time on the classical Latin historical writers Tacitus, Livy, Sallust and Cicero, and their republican attitudes. Milton himself wrote that "Worthy deeds are not often destitute of worthy relaters", in Book II of his "History of Britain". A sense of history mattered greatly to him:
Once "Paradise Lost" was published, Milton's stature as epic poet was immediately recognised. He cast a formidable shadow over English poetry in the 18th and 19th centuries; he was often judged equal or superior to all other English poets, including Shakespeare. Very early on, though, he was championed by Whigs, and decried by Tories: with the regicide Edmund Ludlow he was claimed as an early Whig, while the High Tory Anglican minister Luke Milbourne lumped Milton in with other "Agents of Darkness" such as John Knox, George Buchanan, Richard Baxter, Algernon Sidney and John Locke. The political ideas of Milton, Locke, Sidney, and James Harrington strongly influenced the Radical Whigs, whose ideology in turn was central to the American Revolution. Modern scholars of Milton's life, politics, and work are known as Miltonists: "his work is the subject of a very large amount of academic scholarship".
John Dryden, an early enthusiast, in 1677 began the trend of describing Milton as the poet of the sublime. Dryden's "The State of Innocence and the Fall of Man: an Opera" (1677) is evidence of an immediate cultural influence. In 1695, Patrick Hume became the first editor of "Paradise Lost", providing an extensive apparatus of annotation and commentary, particularly chasing down allusions.
In 1732, the classical scholar Richard Bentley offered a corrected version of "Paradise Lost". Bentley was considered presumptuous, and was attacked in the following year by Zachary Pearce. Christopher Ricks judges that, as critic, Bentley was both acute and wrong-headed, and "incorrigibly eccentric"; William Empson also finds Pearce to be more sympathetic to Bentley's underlying line of thought than is warranted.
There was an early, partial translation of "Paradise Lost" into German by Theodore Haak, and based on that a standard verse translation by Ernest Gottlieb von Berge. A subsequent prose translation by Johann Jakob Bodmer was very popular; it influenced Friedrich Gottlieb Klopstock. The German-language Milton tradition returned to England in the person of the artist Henry Fuseli.
Many enlightenment thinkers of the 18th century revered and commented on Milton's poetry and non-poetical works. In addition to John Dryden, among them were Alexander Pope, Joseph Addison, Thomas Newton, and Samuel Johnson. For example, in "The Spectator", Joseph Addison wrote extensive notes, annotations, and interpretations of certain passages of "Paradise Lost". Jonathan Richardson, senior, and Jonathan Richardson, the younger, co-wrote a book of criticism. In 1749, Thomas Newton published an extensive edition of Milton's poetical works with annotations provided by himself, Dryden, Pope, Addison, the Richardsons (father and son) and others. Newton's edition of Milton was a culmination of the honour bestowed upon Milton by early Enlightenment thinkers; it may also have been prompted by Richard Bentley's infamous edition, described above. Samuel Johnson wrote numerous essays on "Paradise Lost", and Milton was included in his "Lives of the Most Eminent English Poets" (1779–1781). In "The Age of Louis XIV", Voltaire said "Milton remains the glory and the wonder ("l'admiration") of England."
William Blake considered Milton the major English poet. Blake placed Edmund Spenser as Milton's precursor, and saw himself as Milton's poetical son. In his "", Blake uses Milton as a character.
Edmund Burke was a theorist of the sublime, and he regarded Milton's description of Hell as exemplary of sublimity as an aesthetic concept. For Burke, it was to set alongside mountain-tops, a storm at sea, and infinity. In "The Beautiful and the Sublime", he wrote: "No person seems better to have understood the secret of heightening, or of setting terrible things, if I may use the expression, in their strongest light, by the force of a judicious obscurity than Milton."
The Romantic poets valued his exploration of blank verse, but for the most part rejected his religiosity. William Wordsworth began his sonnet "London, 1802" with "Milton! thou should'st be living at this hour" and modelled "The Prelude", his own blank verse epic, on "Paradise Lost". John Keats found the yoke of Milton's style uncongenial; he exclaimed that "Miltonic verse cannot be written but in an artful or rather artist's humour." Keats felt that "Paradise Lost" was a "beautiful and grand curiosity", but his own unfinished attempt at epic poetry, "Hyperion", was unsatisfactory to the author because, amongst other things, it had too many "Miltonic inversions". In "The Madwoman in the Attic", Sandra Gilbert and Susan Gubar note that Mary Shelley's novel "Frankenstein" is, in the view of many critics, "one of the key 'Romantic' readings of "Paradise Lost"."
The Victorian age witnessed a continuation of Milton's influence, George Eliot and Thomas Hardy being particularly inspired by Milton's poetry and biography. Hostile 20th-century criticism by T. S. Eliot and Ezra Pound did not reduce Milton's stature. F. R. Leavis, in "The Common Pursuit", responded to the points made by Eliot, in particular the claim that "the study of Milton could be of no help: it was only a hindrance", by arguing, "As if it were a matter of deciding "not" to study Milton! The problem, rather, was to escape from an influence that was so difficult to escape from because it was unrecognized, belonging, as it did, to the climate of the habitual and 'natural'." Harold Bloom, in "The Anxiety of Influence", wrote that "Milton is the central problem in any theory and history of poetic influence in English [...]".
Milton's "Areopagitica" is still cited as relevant to the First Amendment to the United States Constitution. A quotation from "Areopagitica"—"A good book is the precious lifeblood of a master spirit, embalmed and treasured up on purpose to a life beyond life"—is displayed in many public libraries, including the New York Public Library.
The title of Philip Pullman's "His Dark Materials" trilogy is derived from a quotation, "His dark materials to create more worlds", line 915 of Book II in "Paradise Lost". Pullman was concerned to produce a version of Milton's poem accessible to teenagers, and has spoken of Milton as "our greatest public poet".
Titles of a number of other well-known literary works are also derived from Milton's writings. Examples include Thomas Wolfe's "Look Homeward, Angel", Aldous Huxley's "Eyeless in Gaza", Arthur Koestler's "Darkness at Noon", and William Golding's "Darkness Visible".
T. S. Eliot believed that "of no other poet is it so difficult to consider the poetry simply as poetry, without our theological and political dispositions... making unlawful entry".
Milton's use of blank verse, in addition to his stylistic innovations (such as grandiloquence of voice and vision, peculiar diction and phraseology) influenced later poets. At the time, poetic blank verse was considered distinct from its use in verse drama, and "Paradise Lost" was taken as a unique examplar. Said Isaac Watts in 1734, "Mr. Milton is esteemed the parent and author of blank verse among us". "Miltonic verse" might be synonymous for a century with blank verse as poetry, a new poetic terrain independent from both the drama and the heroic couplet.
Lack of rhyme was sometimes taken as Milton's defining innovation. He himself considered the rhymeless quality of "Paradise Lost" to be an extension of his own personal liberty:
This pursuit of freedom was largely a reaction against conservative values entrenched within the rigid heroic couplet. Within a dominant culture that stressed elegance and finish, he granted primacy to freedom, breadth and imaginative suggestiveness, eventually developed into the romantic vision of sublime terror. Reaction to Milton's poetic worldview included, grudgingly, acknowledgement that of poet's resemblance to classical writers (Greek and Roman poetry being unrhymed). Blank verse came to be a recognised medium for religious works and for translations of the classics. Unrhymed lyrics like Collins' "Ode to Evening" (in the meter of Milton's translation of Horace's "Ode to Pyrrha") were not uncommon after 1740.
A second aspect of Milton's blank verse was the use of unconventional rhythm:
Before Milton, "the sense of regular rhythm ... had been knocked into the English head so securely that it was part of their nature". The "Heroick measure", according to Samuel Johnson, "is pure ... when the accent rests upon every second syllable through the whole line ... The repetition of this sound or percussion at equal times, is the most complete harmony of which a single verse is capable". Caesural pauses, most agreed, were best placed at the middle and the end of the line. In order to support this symmetry, lines were most often octo- or deca-syllabic, with no enjambed endings. To this schema Milton introduced modifications, which included hypermetrical syllables (trisyllabic feet), inversion or slighting of stresses, and the shifting of pauses to all parts of the line. Milton deemed these features to be reflective of "the transcendental union of order and freedom". Admirers remained hesitant to adopt such departures from traditional metrical schemes: "The English ... had been writing separate lines for so long that they could not rid themselves of the habit". Isaac Watts preferred his lines distinct from each other, as did Oliver Goldsmith, Henry Pemberton, and Scott of Amwell, whose general opinion it was that Milton's frequent omission of the initial unaccented foot was "displeasing to a nice ear". It was not until the late 18th century that poets (beginning with Gray) began to appreciate "the composition of Milton's harmony ... how he loved to vary his pauses, his measures, and his feet, which gives that enchanting air of freedom and wilderness to his versification". By the 20th century, American poet and critic John Hollander would go so far as to say that Milton "was able, by plying that most remarkable instrument of English meter ... to invent a new mode of image-making in English poetry."
While neo-classical diction was as restrictive as its prosody, and narrow imagery paired with uniformity of sentence structure resulted in a small set of 800 nouns circumscribing the vocabulary of 90% of heroic couplets ever written up to the eighteenth century, and tradition required that the same adjectives attach to the same nouns, followed by the same verbs, Milton's pursuit of liberty extended into his vocabulary as well. It included many Latinate neologisms, as well as obsolete words already dropped from popular usage so completely that their meanings were no longer understood. In 1740, Francis Peck identified some examples of Milton's "old" words (now popular). The "Miltonian dialect", as it was called, was emulated by later poets; Pope used the diction of "Paradise Lost" in his Homer translation, while the lyric poetry of Gray and Collins was frequently criticised for their use of "obsolete words out of Spenser and Milton". The language of Thomson's finest poems (e.g. "The Seasons", "The Castle of Indolence") was self-consciously modelled after the Miltonian dialect, with the same tone and sensibilities as "Paradise Lost". Following to Milton, English poetry from Pope to John Keats exhibited a steadily increasing attention to the connotative, the imaginative and poetic, value of words.
Milton's ode "At a solemn Musick" was set for choir and orchestra as "Blest Pair of Sirens" by Hubert Parry (1848–1918), and Milton's poem "On the Morning of Christ's Nativity" was set as a large-scale choral work by Cyril Rootham (1875–1938). Milton also wrote the hymn Let us with a gladsome mind, a versification of Psalm 136. His 'L'Allegro' and 'Il Penseroso', with additional material, were magnificently set by Handel (1740).
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Joris Ivens
Georg Henri Anton "Joris" Ivens (18 November 1898 – 28 June 1989) was a Dutch documentary filmmaker. Among the notable films he directed or co-directed are "A Tale of the Wind", "The Spanish Earth", "Rain", "...A Valparaiso", "Misère au Borinage" ("Borinage"), "", "The Seine Meets Paris", "Far from Vietnam", "Pour le Mistral" and "How Yukong Moved the Mountains".
Born Georg Henri Anton Ivens into a wealthy family, Ivens went to work in one of his father's photo supply shops and from there developed an interest in film. Under the direction of his father, he completed his first film at 13; in college he studied economics with the goal of continuing his father's business, but an interest in class issues distracted him from that path. He met photographer Germaine Krull in Berlin in 1923, and entered into a marriage of convenience with her between 1927 and 1943 so that Krull could hold a Dutch passport and could have a "veneer of married respectability without sacrificing her autonomy."
Originally his work focused on technique, especially in "Rain" ("Regen", 1929), a 10-minute short filmed over 2 years, and in "The Bridge" ("De Brug", 1928). Around this time, along with Menno ter Braak and others, he was involved in the creation of the Dutch Film League () based in Amsterdam. The League drew foreign filmmakers to the Netherlands such as Alberto Cavalcanti, René Clair, Sergei Eisenstein, Vsevolod Pudovkin, and Dziga Vertov, who also became his friends.
In 1929, Ivens went to the Soviet Union and was invited to direct a film on a topic of his own choosing which was the new industrial city of Magnitogorsk. Before commencing work, he returned to the Netherlands to make "Industrial Symphony" for Philips Electric which is considered to be a film of great technical beauty. He returned to the Soviet Union to make the film about Magnitogorsk, "Song of Heroes " in 1931 with music composed by Hanns Eisler. This was the first film on which Ivens and Eisler worked together. It was a propaganda film about this new industrial city where masses of forced laborers and communist youth worked for Stalin's Five Year Plan.
With Henri Storck, Ivens made "Misère au Borinage" ("Borinage", 1933), a documentary on life in a coal mining region. In 1943, he also directed two Allied propaganda films for the National Film Board of Canada, including "Action Stations", about the Royal Canadian Navy's escorting of convoys in the Battle of the Atlantic.
From 1936 to 1945, Ivens was based in the United States. For Pare Lorentz's U.S. Film Service, in the year 1940, he made a documentary film on rural electrification called "Power and the Land". It focused on a family, the Parkinsons, who ran a business providing milk for their community. The film showed the problem in the lack of electricity and the way the problem was fixed. Ivens was, however, known for his anti-fascist and other propaganda films, including "The Spanish Earth", for the Spanish Republicans, co-written with Ernest Hemingway and music by Marc Blitzstein and Virgil Thomson. Jean Renoir did the French narration for the film and Hemingway did the English version only after Orson Welles' sounded too theatrical.. This film was financed by Archibald MacLeish, Fredric March, Florence Eldridge, Lillian Hellman, Luise Rainer, Dudley Nichols, Franchot Tone and other Hollywood movie stars, moguls, and writers who composed a group known as the Contemporary Historians. " Spanish Earth " was shown at the White House on July 8, 1937 after Ivens, Hemingway, Martha Gellhorn, had had dinner with President Franklin D. Roosevelt, Eleanor Roosevelt and Harry Hopkins. The Roosevelts loved the film but said that it needed more propaganda. This 1937 documentary was considered his masterpiece.
In 1938 he traveled to China. "The 400 Million" (1939) depicted the history of modern China and the Chinese resistance during the Second Sino-Japanese War, including dramatic shots of the Battle of Taierzhuang. Robert Capa did camerawork, Sidney Lumet worked on the film as a reader, Hanns Eisler wrote the musical score, and Fredric March provided the narration. It, too, had been financed by the same people as those of "Spanish Earth". Its chief fundraiser was Luise Rainer, recipient of the best actress Oscar two years in a row; and the entire group called themselves this time, "History Today, Inc ". The Kuomintang government censored the film, fearing that it would give too much credit to left-wing forces. Ivens was also suspected of being a friend of Mao Zedong and especially Zhou Enlai.
In early 1943, Frank Capra hired Ivens to supervise the production of "Know Your Enemy: Japan " for his U.S. War Department film series "Why We Fight". The film's commentary was written largely by Carl Foreman. Capra fired Ivens from the project because he felt that his approach was too sympathetic toward the Japanese. The film's release was held up because there were concerns that Emperor Hirohito was being depicted as a war criminal, and there was a policy shift to portray the Emperor more favorably after the war as a means of maintaining order in post-war Japan.
With the emerging "Red Scare" of the late 1940s, Ivens was forced to leave the country in the early months of the Truman administration. Ivens' leftist politics also put the kibosh on his first feature film project which was to have starred Greta Garbo. In fact, Walter Wanger, the film's producer, was adamant about "running [Ivens] out of town."
In 1946, commissioned to make a Dutch film about Indonesian 'independence', Ivens resigned in protest over what he considered ongoing imperialism; the Dutch were in his view resisting decolonization. Instead, Ivens filmed "Indonesia Calling" in secret, for which he received funding from the International Workers Order. For around a decade Ivens lived in Eastern Europe, working for several studios there. His position concerning Indonesia and his taking sides for the Eastern Bloc in the Cold War annoyed the Dutch government. Over a period of many years, he was obliged to renew his passport every three or four months. According to later mythology however, he lost his passport for ten years, which is not true, as demonstrated by the fact that he was able to travel to New York City to sit by the bedside of his old friend Paul Robeson when he was ill.
From 1965 to 1970 he worked on two documentary films about North Vietnam during the war: he made "" "(17th Parallel: Vietnam in War)" and he participated in the collective work "Loin du Vietnam" ("Far from Vietnam"). He was awarded the Lenin Peace Prize for the year 1967.
From 1971 to 1977, he shot "How Yukong Moved the Mountains", a 763-minute documentary about the Cultural Revolution in China. He was given unprecedented access because of his pro-communist views and his old personal friendships with Zhou Enlai and Mao Zedong. [citation needed]
He spoke to Radio Netherlands about his life and work in a wide-ranging interview.
In 1988 Ivens received the Golden Lion Honorary Award at the Venice Film Festival. He then received the Order of the Netherlands Lion in January 1989, and died on 28 June that year. Shortly before his death he released the last of more than 40 films "Une histoire de vent" ("A Tale of the Wind"). A statue of Ivens by sculptor Bryan McCormack was erected in the Parc de Saint-Cloud in Paris in 2010.
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https://en.wikipedia.org/wiki?curid=16216
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Jaguar
The jaguar ("Panthera onca") is a large felid species and the only extant member of the genus "Panthera" native to the Americas. The jaguar's present range extends from Southwestern United States and Mexico in North America, across much of Central America, and south to Paraguay and northern Argentina in South America. Though there are single cats now living within the Western United States, the species has largely been extirpated from the United States since the early 20th century. It is listed as Near Threatened on the IUCN Red List; and its numbers are declining. Threats include loss and fragmentation of habitat.
Overall, the jaguar is the largest native cat species of the New World and the third largest in the world. This spotted cat closely resembles the leopard, but is usually larger and sturdier. It ranges across a variety of forested and open terrains, but its preferred habitat is tropical and subtropical moist broadleaf forest, swamps and wooded regions. The jaguar enjoys swimming and is largely a solitary, opportunistic, stalk-and-ambush predator at the top of the food chain. As a keystone species it plays an important role in stabilizing ecosystems and regulating prey populations.
While international trade in jaguars or their body parts is prohibited, the cat is still frequently killed, particularly in conflicts with ranchers and farmers in South America. Although reduced, its range remains large. Given its historical distribution, the jaguar has featured prominently in the mythology of numerous indigenous American cultures, including those of the Maya and Aztec.
The word 'jaguar' is thought to derive from the Tupian word "yaguara", meaning "beast of prey". The word entered English presumably via the Amazonian trade language Tupinambá, via Portuguese "jaguar". The specific word for jaguar is "yaguareté", with the suffix -"eté" meaning "real" or "true".
The word 'panther' derives from classical Latin "panthēra", itself from the ancient Greek "pánthēr" (πάνθηρ).
In Mexican Spanish, its nickname is "el tigre": 16th century Spaniards had no native word in their language for the jaguar, which is smaller than a lion, but bigger than a leopard, nor had ever encountered it in the Old World, and so named it after the tiger, since its ferocity would have been known to them through Roman writings and popular literature during the Renaissance.
"Onca" is the Portuguese "onça", with the cedilla dropped for typographical reasons, found in English as "ounce" for the snow leopard, "Panthera uncia". It derives from the Latin "lyncea" lynx, with the letter L confused with the definite article (Italian "lonza", Old French "l'once)".
In 1758, Carl Linnaeus described the jaguar in his work "Systema Naturae" and gave it the scientific name "Felis onca".
In the 19th and 20th centuries, several jaguar type specimens formed the basis for descriptions of subspecies. In 1939, Reginald Innes Pocock recognized eight subspecies based on geographic origins and skull morphology of these specimens. Pocock did not have access to sufficient zoological specimens to critically evaluate their subspecific status, but expressed doubt about the status of several. Later consideration of his work suggested only three subspecies should be recognized. The description of "P. o. palustris" was based on a fossil skull. The author of "Mammal Species of the World" listed nine subspecies and both "P. o. palustris" or "P. o. paraguensis" separately.
Results of morphologic and genetic research indicate a clinal north–south variation between populations, but no evidence for subspecific differentiation. A subsequent, more detailed study confirmed the predicted population structure within jaguar populations in Colombia.
IUCN Red List assessors for the species and members of the Cat Specialist Group do not recognize any jaguar subspecies as valid. The following table is based on the former classification of the species provided in "Mammal Species of the World".
The genus "Panthera" probably evolved in Asia between six and ten million years ago. The jaguar is thought to have diverged from a common ancestor of the "Panthera" at least 1.5 million years ago and to have entered the American continent in the Early Pleistocene via Beringia, the land bridge that once spanned the Bering Strait. Results of jaguar mitochondrial DNA analysis indicate that the species' lineage evolved between 280,000 and 510,000 years ago.
Its immediate ancestor was "Panthera onca augusta", which was larger than the contemporary jaguar.
Phylogenetic studies generally have shown the clouded leopard ("Neofelis nebulosa") is basal to this group.
Fossils of extinct "Panthera" species, such as the European jaguar ("P. gombaszoegensis") and the American lion ("P. atrox"), show characteristics of both the jaguar and the lion ("P. leo"). Based on morphological evidence, the British zoologist Reginald Innes Pocock concluded that the jaguar is most closely related to the leopard ("P. pardus"). However, DNA-based evidence is inconclusive, and the position of the jaguar relative to the other species varies between studies.
The jaguar is a compact and well-muscled animal. It is the largest cat native to the Americas and the third largest in the world, exceeded in size by the tiger and the lion. Its coat is generally a tawny yellow, but ranges to reddish-brown, for most of the body. The ventral areas are white. The fur is covered with rosettes for camouflage in the dappled light of its forest habitat. The spots and their shapes vary between individual jaguars: rosettes may include one or several dots. The spots on the head and neck are generally solid, as are those on the tail, where they may merge to form a band. Forest jaguars are frequently darker and considerably smaller than those in open areas, possibly due to the smaller numbers of large, herbivorous prey in forest areas. While the jaguar closely resembles the leopard, it is generally more robust, with a stockier limbs and a squarer head. The rosettes on a jaguar's coat are larger, darker, fewer in number and have thicker lines with a small spot in the middle .
Its size and weight vary considerably: weights are normally in the range of . Exceptionally big males have been recorded to weigh as much as . The smallest females weigh about . Females are typically 10–20 percent smaller than males. The length, from the nose to the base of the tail, varies from . The tail is the shortest of any big cat, at in length. Legs are also short, but thick and powerful, considerably shorter when compared to a small tiger or lion in a similar weight range. The jaguar stands tall at the shoulders.
Further variations in size have been observed across regions and habitats, with size tending to increase from north to south. Jaguars in the Chamela-Cuixmala Biosphere Reserve on the Pacific coast weighed around , about the size of a female cougar. South American jaguars in Venezuela or Brazil are much larger with average weights of about in males and of about in females.
A short and stocky limb structure makes the jaguar adept at climbing, crawling, and swimming. The head is robust and the jaw extremely powerful, it has the third highest bite force of all felids, after the tiger and the lion. A jaguar can bite with a force of with the canine teeth and at the carnassial notch. This allows it to pierce the shells of armored reptiles and turtles. A comparative study of bite force adjusted for body size ranked it as the top felid, alongside the clouded leopard and ahead of the tiger and lion. It has been reported that an individual jaguar can drag an bull in its jaws and pulverize the heaviest bones.
Melanistic jaguars are informally known as black panthers, but as with all forms of polymorphism they do not form a separate species. The black morph is less common than the spotted morph, estimated at occurring in about 6% of the South American jaguar population. In Mexico's Sierra Madre Occidental, the first black jaguar was recorded in 2004.
Some evidence indicates that the melanistic allele is dominant, and being supported by natural selection. The black form may be an example of heterozygote advantage; breeding in captivity is not yet conclusive on this. Melanistic jaguars (or "black" jaguars) occur primarily in parts of South America, and are virtually unknown in wild populations residing in the subtropical and temperate regions of North America; they have rarely been documented north of Mexico's Isthmus of Tehuantepec.
Extremely rare albino individuals, sometimes called white panthers, also occur among jaguars, as with the other big cats. As usual with albinos in the wild, selection keeps the frequency close to the rate of mutation.
At present, the jaguar's range extends from Mexico through Central America to South America, including much of Amazonian Brazil. The countries included in this range are Argentina, Belize, Bolivia, Colombia, Costa Rica (particularly on the Osa Peninsula), Ecuador, French Guiana, Guatemala, Guyana, Honduras, Nicaragua, Panama, Paraguay, Peru, Suriname, the United States and Venezuela. It is now locally extinct in El Salvador and Uruguay.
The inclusion of the United States in the list is based on occasional sightings in the southwest, particularly in Arizona, New Mexico and Texas. There are rock drawings made by the Hopi, Anasazi, and Pueblo all over the desert and chaparral regions of the American Southwest of an explicitly spotted cat: the only other feline that could even come close to such a profile would be the ocelot, but the pictographs distinctly display a much larger beast more than twice as large as any known ocelot. There are records of the beast being sold for its pelt in the vicinity of San Antonio, Texas for $18 apiece in the mid 19th century and there are records from well before California was a state that fit the description of this cat perfectly, mostly written down in Spanish.
The historic range of the species included much of the southern half of the United States, and in the south extended much farther to cover most of the South American continent. In total, its northern range has receded southward and its southern range northward. Ice age fossils of the jaguar, dated between 40,000 and 11,500 years ago, have been discovered in the United States, including some at an important site as far north as Missouri. Fossil evidence shows jaguars of up to , much larger than the contemporary average for the animal.
The habitat of the cat typically includes the rain forests and cloud forests of South and Central America, open, seasonally flooded wetlands, and dry grassland terrain. Of these habitats, the jaguar much prefers dense forest; the cat has lost range most rapidly in regions of drier habitat, such as the Argentine pampas, the arid grasslands of Mexico, and the southwestern United States. The cat will range across tropical, subtropical, and dry deciduous forests (including, historically, oak forests in the United States). The jaguar prefers to live by rivers, swamps, and in dense rainforest with thick cover for stalking prey. Jaguars have been found at elevations as high as 3,800 m, but they typically avoid montane forest and are not found in the high plateau of central Mexico or in the Andes. The jaguars preferred habitats are usually swamps and wooded regions, but jaguars also live in scrublands and deserts.
The adult jaguar is an apex predator, meaning it exists at the top of its food chain and is not preyed on in the wild. The jaguar has also been termed a keystone species, as it is assumed, through controlling the population levels of prey such as herbivorous and granivorous mammals, apex felids maintain the structural integrity of forest systems. However, accurately determining what effect species like the jaguar have on ecosystems is difficult, because data must be compared from regions where the species is absent as well as its current habitats, while controlling for the effects of human activity. It is accepted that mid-sized prey species undergo population increases in the absence of the keystone predators, and this has been hypothesized to have cascading negative effects. However, field work has shown this may be natural variability and the population increases may not be sustained. Thus, the keystone predator hypothesis is not accepted by all scientists.
The jaguar also has an effect on other predators. The jaguar and the cougar, which is the next-largest feline of South America, but the biggest in Central or North America, are often sympatric (related species sharing overlapping territory) and have often been studied in conjunction. The jaguar tends to take larger prey, usually over and the cougar smaller, usually between , reducing the latter's size. This situation may be advantageous to the cougar. Its broader prey niche, including its ability to take smaller prey, may give it an advantage over the jaguar in human-altered landscapes; while both are classified as near-threatened species, the cougar has a significantly larger current distribution. Depending on the availability of prey, the cougar and jaguar may even share it.
Jaguar females reach sexual maturity at about two years of age, and males at three or four. The cat probably mates throughout the year in the wild, with births increasing when prey is plentiful. Research on captive male jaguars supports the year-round mating hypothesis, with no seasonal variation in semen traits and ejaculatory quality; low reproductive success has also been observed in captivity. Generation length of the jaguar is 9.8 years.
Female estrus is 6–17 days out of a full 37-day cycle, and females will advertise fertility with urinary scent marks and increased vocalization. Females range more widely than usual during courtship. Pairs separate after mating, and females provide all parenting. The gestation period lasts 93–105 days; females give birth to up to four cubs, and most commonly to two. The mother will not tolerate the presence of males after the birth of cubs, given a risk of infanticide; this behavior is also found in the tiger.
The young are born blind, gaining sight after two weeks. Cubs are weaned at three months, but remain in the birth den for six months before leaving to accompany their mother on hunts. They will continue in their mother's company for one to two years before leaving to establish a territory for themselves. Young males are at first nomadic, jostling with their older counterparts until they succeed in claiming a territory. Typical lifespan in the wild is estimated at around 12–15 years; in captivity, the jaguar lives up to 23 years, placing it among the longest-lived cats.
Like most cats, the jaguar is solitary outside mother–cub groups. Adults generally meet only to court and mate (though limited noncourting socialization has been observed anecdotally) and carve out large territories for themselves. Female territories, which range from 25 to 40 km2 in size, may overlap, but the animals generally avoid one another. Male ranges cover roughly twice as much area, varying in size with the availability of game and space, and do not overlap. The territory of a male can contain those of several females. The jaguar uses scrape marks, urine, and feces to mark its territory.
Like the other big cats except the snow leopard, the jaguar is capable of roaring and does so to warn territorial and mating competitors away; intensive bouts of counter-calling between individuals have been observed in the wild. Their roar often resembles a repetitive cough, and they may also vocalize mews and grunts. Mating fights between males occur, but are rare, and aggression avoidance behavior has been observed in the wild. When it occurs, conflict is typically over territory: a male's range may encompass that of two or three females, and he will not tolerate intrusions by other adult males.
The jaguar is often described as nocturnal, but is more specifically crepuscular (peak activity around dawn and dusk). Both sexes hunt, but males travel farther each day than females, befitting their larger territories. The jaguar may hunt during the day if game is available and is a relatively energetic feline, spending as much as 50–60 percent of its time active. The jaguar's elusive nature and the inaccessibility of much of its preferred habitat make it a difficult animal to sight, let alone study.
Like all cats, the jaguar is an obligate carnivore, feeding only on meat. It is an opportunistic hunter and its diet encompasses at least 87 species. Range-wide, jaguars prefer prey weighing and the most significantly preferred species are capybara and giant anteater. Other commonly taken prey include wild boar, common caiman, collared peccary, deer in more northern parts of their range, frogs, fish, nine-banded armadillo and white-nosed coati. Other species like the agouti, other carnivorans, primates, common opossum and tapir are generally avoided. Jagaurs are unusual among large felids in that they do not have a special preference for even-toed ungulates. Some jaguars also prey on livestock and they will actively target horses, cattle, and llamas.
The activity patterns of the jaguar have been found to coincide with the activity of their main prey species in their biomes. Camera trap studies have shown that jaguars primarily have a crepuscular–nocturnal activity pattern in all the biomes that they are found in; however jaguars have been recorded to have considerable diurnal activity in thickly forested regions of the Amazon Rainforest and the Pantanal, as well as purely nocturnal activity in other regions such as the Atlantic forest..
The jaguar is a stalk-and-ambush rather than a chase predator. The cat will walk slowly down forest paths, listening for and stalking prey before rushing or ambushing. The jaguar attacks from cover and usually from a target's blind spot with a quick pounce; the species' ambushing abilities are considered nearly peerless in the animal kingdom by both indigenous people and field researchers, and are probably a product of its role as an apex predator in several different environments. The ambush may include leaping into water after prey, as a jaguar is quite capable of carrying a large kill while swimming; its strength is such that carcasses as large as a heifer can be hauled up a tree to avoid flood levels. While the jaguar often employs the deep throat-bite and suffocation technique typical among "Panthera", it sometimes uses a killing method unique among cats: it pierces directly through the temporal bones of the skull between the ears of prey (especially the capybara) with its canine teeth, piercing the brain. This may be an adaptation to "cracking open" turtle shells; following the late Pleistocene extinctions, armored reptiles such as turtles would have formed an abundant prey base for the jaguar. After killing prey, the jaguar will drag the carcass to a thicket or other secluded spot. It begins eating at the neck and chest, rather than the midsection. The heart and lungs are consumed, followed by the shoulders.
The daily food requirement of a animal, at the extreme low end of the species' weight range, has been estimated at . For captive animals in the range, more than of meat daily are recommended. In the wild, consumption is naturally more erratic; wild cats expend considerable energy in the capture and kill of prey, and they may consume up to of meat at one feeding, followed by periods of famine. Though carnivorous, there is evidence that wild jaguars consume the roots of "Banisteriopsis caapi".
Jaguars very rarely attack humans. Upon catching the scent or sight of a human, overwhelmingly they run as fast as their legs can carry them or will climb a tree to hide rather than fight. They did not evolve eating large primates and do not normally see man as food. Experts have cited them as the least likely of all big cats to kill and eat man and the majority of attacks come when the feline has been cornered or wounded. However, such behavior appears to be more frequent where humans enter jaguar habitat and decrease prey. Captive jaguars sometimes attack zookeepers. When the conquistadors arrived in the Americas, they feared jaguars. Nevertheless, even in those times, the jaguar's chief prey was the capybara in South America and peccary further north. Charles Darwin reported a saying of Native Americans that people would not have to fear the jaguar as long as capybaras were abundant.
Jaguar populations are rapidly declining. The species is listed as Near Threatened on the IUCN Red List. The loss of parts of its range, including its virtual elimination from its historic northern areas and the increasing fragmentation of the remaining range, have contributed to this status. Particularly significant declines occurred in the 1960s, when more than 15,000 jaguars were killed for their skins in the Brazilian Amazon yearly; the Convention on International Trade in Endangered Species of 1973 brought about a sharp decline in the pelt trade. Detailed work performed under the auspices of the Wildlife Conservation Society revealed the species has lost 37% of its historic range, with its status unknown in an additional 18% of the global range. More encouragingly, the probability of long-term survival was considered high in 70% of its remaining range, particularly in the Amazon basin and the adjoining Gran Chaco and Pantanal.
The major risks to the jaguar include deforestation across its habitat, increasing competition for food with human beings, especially in dry and unproductive habitat, poaching, hurricanes in northern parts of its range, and the behavior of ranchers who will often kill the cat where it preys on livestock. When adapted to the prey, the jaguar has been shown to take cattle as a large portion of its diet; while land clearance for grazing is a problem for the species, the jaguar population may have increased when cattle were first introduced to South America, as the animals took advantage of the new prey base. This willingness to take livestock has induced ranch owners to hire full-time jaguar hunters.
The skins of wild cats and other mammals have been highly valued by the fur trade for many decades. From the beginning of the 20th-century Jaguars were hunted in large numbers, but over-harvest and habitat destruction reduced the availability and induced hunters and traders to gradually shift to smaller species by the 1960s. The international trade of jaguar skins had its largest boom between the end of the Second World War and the early 1970, due to the growing economy and lack of regulations. From 1967 onwards, the regulations introduced by national laws and international agreements diminished the reported international trade from as high as 13000 skins in 1967, through 7000 skins in 1969, until it became negligible after 1976, although illegal trade and smuggling continue to be a problem. During this period, the biggest exporters were Brazil and Paraguay, and the biggest importers were the US and Germany.
The jaguar is listed on CITES Appendix I, which means that all international trade in jaguars or their body parts is prohibited. Hunting jaguars is prohibited in Argentina, Brazil, Colombia, French Guiana, Honduras, Nicaragua, Panama, Paraguay, Suriname, the United States, and Venezuela. Hunting jaguars is restricted in Guatemala and Peru. Trophy hunting is still permitted in Bolivia, and it is not protected in Ecuador or Guyana.
Jaguar conservation is complicated because of the species' large range spanning 18 countries with different policies and regulations. Specific areas of high importance for jaguar conservation, so-called "Jaguar Conservation Units" (JCU) were determined in 2000. These are large areas inhabited by at least 50 jaguars. Each unit was assessed and evaluated on the basis of size, connectivity, habitat quality for both jaguar and prey, and jaguar population status. That way, 51 Jaguar Conservation Units were determined in 36 geographic regions as priority areas for jaguar conservation including:
Recent studies underlined that to maintain the robust exchange across the jaguar gene pool necessary for maintaining the species, it is important that jaguar habitats are interconnected. To facilitate this, a new project, the Paseo del Jaguar, has been established to connect several jaguar hotspots.
In 1986, the Cockscomb Basin Wildlife Sanctuary was established in Belize as the world's first protected area for jaguar conservation.
Given the inaccessibility of much of the species' range, particularly the central Amazon, estimating jaguar numbers is difficult. Researchers typically focus on particular bioregions, thus species-wide analysis is scant. In 1991, 600–1,000 (the highest total) were estimated to be living in Belize. A year earlier, 125–180 jaguars were estimated to be living in Mexico's 4,000-km2 (2400-mi2) Calakmul Biosphere Reserve, with another 350 in the state of Chiapas. The adjoining Maya Biosphere Reserve in Guatemala, with an area measuring 15,000 km2 (9,000 mi2), may have 465–550 animals. Work employing GPS telemetry in 2003 and 2004 found densities of only six to seven jaguars per 100 km2 in the critical Pantanal region, compared with 10 to 11 using traditional methods; this suggests the widely used sampling methods may inflate the actual numbers of cats.
In setting up protected reserves, efforts generally also have to be focused on the surrounding areas, as jaguars are unlikely to confine themselves to the bounds of a reservation, especially if the population is increasing in size. Human attitudes in the areas surrounding reserves and laws and regulations to prevent poaching are essential to make conservation areas effective.
To estimate population sizes within specific areas and to keep track of individual jaguars, camera trapping and wildlife tracking telemetry are widely used, and feces may be sought out with the help of detector dogs to study jaguar health and diet.
Current conservation efforts often focus on educating ranch owners and promoting ecotourism. The jaguar is generally defined as an umbrella species – its home range and habitat requirements are sufficiently broad that, if protected, numerous other species of smaller range will also be protected. Umbrella species serve as "mobile links" at the landscape scale, in the jaguar's case through predation. Conservation organizations may thus focus on providing viable, connected habitat for the jaguar, with the knowledge other species will also benefit.
Ecotourism setups are being used to generate public interest in charismatic animals such as the jaguar, while at the same time generating revenue that can be used in conservation efforts. Audits done in Africa have shown that ecotourism has helped in African cat conservation. As with large African cats, a key concern in jaguar ecotourism is the considerable habitat space the species requires, so if ecotourism is used to aid in jaguar conservation, some considerations need to be made as to how existing ecosystems will be kept intact, or how new ecosystems that are large enough to support a growing jaguar population will be put into place.
The only extant cat native to North America that roars, the jaguar was recorded as an animal of the Americas by Thomas Jefferson in 1799. Jaguars are still occasionally sighted in Arizona and New Mexico, such as El Jefe, prompting actions for its conservation by authorities. For example, on 20 August 2012, the USFWS proposed setting aside 838,232 acres in Arizona and New Mexico – an area larger than Rhode Island – as critical jaguar habitat.
In pre-Columbian Central and South America, the jaguar was a symbol of power and strength. Among the Andean cultures, a jaguar cult disseminated by the early Chavín culture became accepted over most of what is today Peru by 900 BC. The later Moche culture of northern Peru used the jaguar as a symbol of power in many of their ceramics. In the religion of the Muisca, who inhabited the cool Altiplano Cundiboyacense in the Colombian Andes, the jaguar was considered a sacred animal and during their religious rituals the people dressed in jaguar skins. The skins were traded with the lowland peoples of the tropical Llanos Orientales. The name of "zipa" Nemequene was derived from the Muysccubun words "nymy" and "quyne", meaning "force of the jaguar".
In Mesoamerica, the Olmec—an early and influential culture of the Gulf Coast region roughly contemporaneous with the Chavín—developed a distinct "were-jaguar" motif of sculptures and figurines showing stylised jaguars or humans with jaguar characteristics. In the later Maya civilization, the jaguar was believed to facilitate communication between the living and the dead and to protect the royal household. The Maya saw these powerful felines as their companions in the spiritual world, and a number of Maya rulers bore names that incorporated the Mayan word for jaguar ("b'alam" in many of the Mayan languages). "Balam" ("Jaguar") remains a common Maya surname, and it is also the name of Chilam Balam, a legendary author to whom are attributed 17th and 18th-centuries Maya miscellanies preserving much important knowledge. The Aztec civilization shared this image of the jaguar as the representative of the ruler and as a warrior. The Aztecs formed an elite warrior class known as the Jaguar Knights. In Aztec mythology, the jaguar was considered to be the totem animal of the powerful deity Tezcatlipoca. Remains of jaguar bones were discovered in a burial site in Guatemala which indicates that Mayans kept jaguars as pets.
The jaguar and its name are widely used as a symbol in contemporary culture. It is the national animal of Guyana, and is featured in its coat of arms. The flag of the Department of Amazonas, a Colombian department, features a black jaguar silhouette pouncing towards a hunter. The jaguar also appears in banknotes of Brazilian real. The jaguar is also a common fixture in the mythology of many contemporary native cultures in South America, usually being portrayed as the creature which gave humans the power over fire.
Jaguar is widely used as a product name, most prominently for a British luxury car brand. The name has been adopted by sports franchises, including the NFL's Jacksonville Jaguars and the Mexican soccer club Chiapas F.C. The crest of Argentina's national federation in rugby union features a jaguar; however, because of a journalist error, the country's national team is nicknamed "Los Pumas". In the spirit of the ancient Mayan culture, the 1968 Olympics in Mexico City adopted a red jaguar as the first official Olympic mascot.
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https://en.wikipedia.org/wiki?curid=16217
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Moose
The moose (North America) or elk (Eurasia), "Alces alces", is a member of the New World deer subfamily and is the largest and heaviest extant species in the deer family. Most adult male moose have distinctive broad, palmate ("open-hand shaped") antlers; most other members of the deer family have antlers with a dendritic ("twig-like") configuration. Moose typically inhabit boreal forests and temperate broadleaf and mixed forests of the Northern Hemisphere in temperate to subarctic climates. Hunting and other human activities have caused a reduction in the size of the moose's range over time. It has been reintroduced to some of its former habitats. Currently, most moose occur in Canada, Alaska, New England (with Maine having the most of the lower 48 states), Fennoscandia, the Baltic states, and Russia. Its diet consists of both terrestrial and aquatic vegetation. The most common moose predators are the gray wolf along with bears and humans. Unlike most other deer species, moose do not form herds and are solitary animals, aside from calves who remain with their mother until the cow begins estrus (typically at 18 months after birth of the calf), at which point the cow chases away young bulls. Although generally slow-moving and sedentary, moose can become aggressive and move quickly if angered or startled. Their mating season in the autumn features energetic fights between males competing for a female.
"Alces alces" is called a "moose" in North American English, but an "elk" in British English; its scientific name comes from its name in Latin. The word "elk" in North American English refers to a completely different species of deer, "Cervus canadensis", also called the wapiti. A mature male moose is called a bull, a mature female a cow, and an immature moose of either sex a calf.
The word "elk" originated in Proto-Germanic, from which Old English evolved and has cognates in other Indo-European languages, e.g. "elg" in Danish/Norwegian; "älg" in Swedish; "alnis" in Latvian; "Elch" in German; and "łoś" in Polish (Latin "alcē" or "alcēs" and Ancient Greek "álkē" are probably Germanic loanwords). In the continental-European languages, these forms of the word "elk" almost always refer to "Alces alces".
The word "moose" had first entered English by 1606 and is borrowed from the Algonquian languages (compare the Narragansett "moos" and Eastern Abenaki "mos"; according to early sources, these were likely derived from "moosu", meaning "he strips off"), and possibly involved forms from multiple languages mutually reinforcing one another. The Proto-Algonquian form was "*mo·swa".
The moose became extinct in Britain during the Bronze Age, long before the European arrival in the Americas. The youngest bones were found in Scotland and are roughly 3,900 years old. The word "elk" remained in usage because of its existence in continental Europe; however, without any living animals around to serve as a reference, the meaning became rather vague to most speakers of English, who used "elk" to refer to "large deer" in general. Dictionaries of the 18th century simply described "elk" as a deer that was "as large as a horse".
Confusingly, the word "elk" is used in North America to refer to a different animal, "Cervus canadensis", which is also called by the Algonquian indigenous name, "wapiti". The British began colonizing America in the 17th century, and found two common species of deer for which they had no names. The wapiti appeared very similar to the red deer of Europe (which itself was almost extinct in Southern Britain) although it was much larger and was not red. The moose was a rather strange-looking deer to the colonists, and they often adopted local names for both. In the early days of American colonization, the wapiti was often called a gray moose and the moose was often called a black moose, but early accounts of the animals varied wildly, adding to the confusion.
The wapiti is superficially very similar to the red deer of central and western Europe, although it is distinctly different behaviorally and genetically. Early European explorers in North America, particularly in Virginia where there were no moose, called the wapiti "elk" because of its size and resemblance to familiar-looking deer like the red deer. The moose resembled the "German elk" (the moose of continental Europe), which was less familiar to the British colonists. For a long time neither species had an official name, but were called a variety of things. Eventually, in North America the wapiti became known as an elk while the moose retained its Anglicized Native-American name. In 1736, Samuel Dale wrote to the Royal Society of Great Britain:
The common light-grey moose, called by the Indians, Wampoose, and the large or black-moose, which is the beast whose horns I herewith present. As to the grey moose, I take it to be no larger than what Mr. John Clayton, in his account of the Virginia Quadrupeds, calls the Elke ... was in all respects like those of our red-deer or stags, only larger ... The black moose is (by all that have hitherto writ of it) accounted a very large creature. ... The stag, buck, or male of this kind has a palmed horn, not like that of our common or fallow-deer, but the palm is much longer, and more like that of the "German elke."
Moose require habitat with adequate edible plants (e.g., pond grasses, young trees and shrubs), cover from predators, and protection from extremely hot or cold weather. Moose travel among different habitats with the seasons to address these requirements. Moose are cold-adapted mammals with thickened skin, dense, heat-retaining coat, and a low surface:volume ratio, which provides excellent cold tolerance but poor heat tolerance. Moose survive hot weather by accessing shade or cooling wind, or by immersion in cool water. In hot weather, moose are often found wading or swimming in lakes or ponds. When heat-stressed, moose may fail to adequately forage in summer and may not gain adequate body fat to survive the winter. Also, moose cows may not calve without adequate summer weight gain. Moose require access to both young forest for browsing and mature forest for shelter and cover. Forest disturbed by fire and logging promotes the growth of fodder for moose. Moose also require access to mineral licks, safe places for calving and aquatic feeding sites.
Moose avoid areas with little or no snow as this increases the risk of predation by wolves and avoid areas with deep snow, as this impairs mobility. Thus, moose select habitat on the basis of trade-offs between risk of predation, food availability, and snow depth. With reintroduction of bison into boreal forest, there was some concern that bison would compete with moose for winter habitat, and thereby worsen the population decline of moose. However, this does not appear to be a problem. Moose prefer sub-alpine shrublands in early winter, while bison prefer wet sedge valley meadowlands in early-winter. In late-winter, moose prefer river valleys with deciduous forest cover or alpine terrain above the tree line, while bison preferred wet sedge meadowlands or sunny southern grassy slopes.
After expanding for most of the 20th century, the moose population of North America has been in steep decline since the 1990s. Populations expanded greatly with improved habitat and protection, but now the moose population is declining rapidly. This decline has been attributed to opening of roads and landscapes into the northern range of moose, allowing deer to become populous in areas where they were not previously common. This encroachment by deer on moose habitat brought moose into contact with previously unfamiliar pathogens, including brainworm and liver fluke, and these parasites are believed to have contributed to the population decline of moose.
In North America, the moose range includes almost all of Canada (excluding the arctic and Vancouver Island), most of Alaska, northern New England and upstate New York, the upper Rocky Mountains, northern Minnesota, northern Wisconsin,
Michigan's Upper Peninsula, and Isle Royale in Lake Superior. This massive range, containing diverse habitats, contains four of the six North American subspecies. In the West, moose populations extend well north into Canada (British Columbia and Alberta), and more isolated groups have been verified as far south as the mountains of Utah and Colorado and as far west as the Lake Wenatchee area of the Washington Cascades. The range includes Wyoming, Montana, Idaho, and smaller areas of Washington and Oregon. Moose have extended their range southwards in the western Rocky Mountains, with initial sightings in Yellowstone National Park in 1868, and then to the northern slope of the Uinta Mountains in Utah in the first half of the twentieth century. This is the southernmost naturally established moose population in the United States. In 1978, a few breeding pairs were reintroduced in western Colorado, and the state's moose population is now more than 1,000.
In northeastern North America, the Eastern moose's history is very well documented: moose meat was often a staple in the diet of Native Americans going back centuries, with a tribe that occupied present day coastal Rhode Island giving the animal its distinctive name, adopted into American English. The Native Americans often used moose hides for leather and its meat as an ingredient in pemmican, a type of dried jerky used as a source of sustenance in winter or on long journeys. Eastern tribes also valued moose leather as a source for moccasins and other items.
The historical range of the subspecies extended from well into Quebec, the Maritimes, and Eastern Ontario south to include all of New England finally ending in the very northeastern tip of Pennsylvania in the west, cutting off somewhere near the mouth of the Hudson River in the south . The moose has been extinct in much of the eastern U.S. for as long as 150 years, due to colonial era overhunting and destruction of its habitat: Dutch, French, and British colonial sources all attest to its presence in the mid 17th century from Maine south to areas within a hundred miles of present-day Manhattan. However, by the 1870s, only a handful of moose existed in this entire region in very remote pockets of forest; less than 20% of suitable habitat remained.
Since the 1980s, however, moose populations have rebounded, thanks to regrowth of plentiful food sources, abandonment of farmland, better land management, clean-up of pollution, and natural dispersal from the Canadian Maritimes and Quebec. South of the Canada–US border, Maine has most of the population with a 2012 headcount of about 76,000 moose. Dispersals from Maine over the years have resulted in healthy, growing populations each in Vermont and New Hampshire, notably near bodies of water and as high up as above sea level in the mountains. In Massachusetts, moose had gone extinct by 1870, but re-colonized the state in the 1960s, with the population expanding from Vermont and New Hampshire; by 2010, the population was estimated at 850–950. Moose reestablished populations in eastern New York and Connecticut and appeared headed south towards the Catskill Mountains, a former habitat.
In the Midwest U.S., moose are primarily limited to the upper Great Lakes region, but strays, primarily immature males, have been found as far south as eastern Iowa. For unknown reasons, the moose population is declining rapidly in the Midwest.
Moose were successfully introduced on Newfoundland in 1878 and 1904, where they are now the dominant ungulate, and somewhat less successfully on Anticosti Island in the Gulf of Saint Lawrence.
Since the 1990s, moose populations have declined dramatically in much of temperate North America, although they remain stable in arctic and subarctic regions. The exact causes of specific die-offs are not determined, but most documented mortality events were due to wolf predation, bacterial infection due to injuries sustained from predators, and parasites from whitetail deer to which moose have not developed a natural defense, such as liver flukes, brain worms and winter tick infestations. Predation of moose calves by brown bear is also significant. One of the leading hypotheses among biologists for generalized, nonhunting declines in moose populations at the southern extent of their range is increasing heat stress brought on by the rapid seasonal temperature upswings as a result of human-induced climate change. Biologists studying moose populations typically use warm-season, heat-stress thresholds of between . However, the minor average temperature increase of 0.83–1.11 °C (1.5–2 °F), over the last 100 years, has resulted in milder winters that induce favorable conditions for ticks, parasites and other invasive species to flourish within the southern range of moose habitat in North America. This leading hypothesis is supported by mathematical models that explore moose-population responses to future climate-change projections.
The moose population in New Hampshire fell from 7,500 in the early 2000s to a current estimate of 4,000 and in Vermont the numbers were down to 2,200 from a high of 5,000 animals in 2005. Much of the decline has been attributed to the winter tick with about 70% of the moose calf deaths across Maine and New Hampshire due to the parasite. Moose with heavy tick infections will rub their fur down to the skin raw trying to get the ticks off, making them look white when their outer coat rubs off. Locals call them ghost moose. Loss of the insulating winter coat through attempts to rid the moose of winter tick increases the risk of hypothermia in winter.
In Europe, moose are currently found in large numbers throughout Norway, Sweden, Finland, Latvia, Estonia, Poland, with more modest numbers in the southern Czech Republic, Belarus and northern Ukraine. They are also widespread through Russia on up through the borders with Finland south towards the border with Estonia, Belarus and Ukraine and stretching far away eastwards to the Yenisei River in Siberia. The European moose was native to most temperate areas with suitable habitat on the continent and even Scotland from the end of the last Ice Age, as Europe had a mix of temperate boreal and deciduous forest. Up through Classical times, the species was certainly thriving in both Gaul and Magna Germania, as it appears in military and hunting accounts of the age. However, as the Roman era faded into medieval times, the beast slowly disappeared: soon after the reign of Charlemagne, the moose disappeared from France, where its range extended from Normandy in the north to the Pyrenees in the south. Farther east, it survived in Alsace and the Netherlands until the 9th century as the marshlands in the latter were drained and the forests were cleared away for feudal lands in the former. It was gone from Switzerland by the year 1000, from the western Czech Republic by 1300, from Mecklenburg in Germany by c. 1600, and from Hungary and the Caucasus since the 18th and 19th century, respectively.
By the early 20th century, the very last strongholds of the European moose appeared to be in Fennoscandian areas and patchy tracts of Russia, with a few migrants found in what is now Estonia and Lithuania. The USSR and Poland managed to restore portions of the range within its borders (such as the 1951 reintroduction into Kampinos National Park and the later 1958 reintroduction in Belarus), but political complications limited the ability to reintroduce it to other portions of its range. Attempts in 1930 and again in 1967 in marshland north of Berlin were unsuccessful. At present in Poland, populations are recorded in the Biebrza river valley, Kampinos, and in Białowieża Forest. It has migrated into other parts of Eastern Europe and has been spotted in eastern and southern Germany. Unsuccessful thus far in recolonizing these areas via natural dispersal from source populations in Poland, Belarus, Ukraine, Czech Republic and Slovakia, it appears to be having more success migrating south into the Caucasus. It is listed under Appendix III of the Bern Convention.
In 2008, two moose were reintroduced into the Scottish Highlands in Alladale Wilderness Reserve.
The East Asian moose populations confine themselves mostly to the territory of Russia, with much smaller populations in Mongolia and Northeastern China. Moose populations are relatively stable in Siberia and increasing on the Kamchatka Peninsula. In Mongolia and China, where poaching took a great toll on moose, forcing them to near extinction, they are protected, but enforcement of the policy is weak and demand for traditional medicines derived from deer parts is high. In 1978, the Regional Hunting Department transported 45 young moose to the center of Kamchatka. These moose were brought from Chukotka, home to the largest moose on the planet. Kamchatka now regularly is responsible for the largest trophy moose shot around the world each season. As it is a fertile environment for moose, with a milder climate, less snow, and an abundance of food, moose quickly bred and settled along the valley of the Kamchatka River and many surrounding regions. The population in the past 20 years has risen to over 2,900 animals.
The size of the moose varies. Following Bergmann's rule, population in the south ("A. a. cameloides") usually grow smaller, while moose in the north and northeast ("A. a. buturlini") can match the imposing sizes of the Alaskan moose ("A. a. gigas") and are prized by trophy hunters.
In 1900, an attempt to introduce moose into the Hokitika area failed; then in 1910 ten moose (four bulls and six cows) were introduced into Fiordland. This area is considered a less than suitable habitat, and subsequent low numbers of sightings and kills have led to some presumption of this population's failure. The last proven sighting of a moose in New Zealand was in 1952. However, a moose antler was found in 1972, and DNA tests showed that hair collected in 2002 was from a moose. There has been extensive searching, and while automated cameras failed to capture photographs, evidence was seen of bedding spots, browsing, and antler marks.
North America:
Europe and Asia:
Bull moose have antlers like other members of the deer family. Cows select mates based on antler size. Bull moose use dominant displays of antlers to discourage competition and will spar or fight rivals. The size and growth rate of antlers is determined by diet and age; symmetry reflects health.
The male's antlers grow as cylindrical beams projecting on each side of the head at right angles to the midline of the skull, and then fork. The lower prong of this fork may be either simple, or divided into two or three tines, with some flattening. Most moose have antlers that are broad and palmate (flat) with tines (points) along the outer edge.. Within the ecologic range of the moose in Europe, those in northerly locales display the palmate pattern of antlers, while the antlers of European moose over the southerly portion of its range are typically of the cervina dendritic pattern and comparatively small, perhaps due to evolutionary pressures of hunting by humans, who prize the large palmate antlers. European moose with antlers intermediate between the palmate and the dendritic form are found in the middle of the north-south range. Moose with antlers have more acute hearing than those without antlers; a study of trophy antlers using a microphone found that the palmate antler acts as a parabolic reflector, amplifying sound at the moose's ear.
The antlers of mature Alaskan adult bull moose (5 to 12 years old) have a normal maximum spread greater than . By the age of 13, moose antlers decline in size and symmetry. The widest spread recorded was across. (An Alaskan moose also holds the record for the heaviest weight at .)
Antler beam diameter, not the number of tines, indicates age. In North America, moose ("A. a. americanus") antlers are usually larger than those of Eurasian moose and have two lobes on each side, like a butterfly. Eurasian moose antlers resemble a seashell, with a single lobe on each side. In the North Siberian moose ("A. a. bedfordiae"), the posterior division of the main fork divides into three tines, with no distinct flattening. In the common moose ("A. a. alces") this branch usually expands into a broad palmation, with one large tine at the base and a number of smaller snags on the free border. There is, however, a Scandinavian breed of the common moose in which the antlers are simpler and recall those of the East Siberian animals. The palmation appears to be more marked in North American moose than in the typical Scandinavian moose.
After the mating season males drop their antlers to conserve energy for the winter. A new set of antlers will then regrow in the spring. Antlers take three to five months to fully develop, making them one of the fastest growing animal organs. Antler growth is "nourished by an extensive system of blood vessels in the skin covering, which contains numerous hair follicles that give it a 'velvet' texture." This requires intense grazing on a highly-nutritious diet. By September the velvet is removed by rubbing and thrashing which changes the colour of the antlers. Immature bulls may not shed their antlers for the winter, but retain them until the following spring. Birds, carnivores and rodents eat dropped antlers as they are full of protein and moose themselves will eat antler velvet for the nutrients.
If a bull moose is castrated, either by accidental or chemical means, he will quickly shed his current set of antlers and then immediately begin to grow a new set of misshapen and deformed antlers that he will wear the rest of his life without ever shedding again. The distinctive-looking appendages (often referred to as "devil's antlers") are the source of several myths and legends among many groups of Inuit as well as several other tribes of indigenous peoples of North America.
In extremely rare circumstances, a cow moose may grow antlers. This is usually attributed to a hormone imbalance.
The moose proboscis is distinctive among the living cervids due to its large size; it also features nares that can be sealed shut when the moose is browsing aquatic vegetation. The moose proboscis likely evolved as an adaptation to aquatic browsing, with loss of the rhinarium, and development of a superior olfactory column separate from an inferior respiratory column. This separation contributes to the moose's keen sense of smell, which they employ to detect water sources, to find food under snow, and to detect mates or predators.
As with all members of the order Artiodactyla (even-toed ungulates), moose feet have two large keratinized hooves corresponding to the third and fourth toe, with two small posterolateral dewclaws (vestigial digits), corresponding to the second and fifth toe. The hoof of the fourth digit is broader than that of the third digit, while the inner hoof of the third digit is longer than that of the fourth digit. This foot configuration may favor striding on soft ground. The moose hoof splays under load, increasing surface area, which limits sinking of the moose foot into soft ground or snow, and which increases efficiency when swimming. The body weight per footprint surface area of the moose foot is intermediate between that of the pronghorn foot, (which have stiff feet lacking dewclaws—optimized for high-speed running) and the caribou foot (which are more rounded with large dewclaws, optimized for walking in deep snow). The moose's body weight per surface area of footprint is about twice that of the caribou's.
On firm ground, a bull moose leaves a visible impression of the dewclaws in its footprint, while a cow moose or calf does not leave a dewclaw impression. On soft ground or mud, bull, cow, and calf footprints may all show dewclaw impressions.
Their fur consist of two layers; top layer of long guard hairs and a soft wooly undercoat. The guard hairs are hollow and filled with air for better insulation, which also helps them stay afloat when swimming.
Both male and female moose have a dewlap or bell, which is a fold of skin under the chin. Its exact use is unknown, but theories state that it might be used in mating, as a visual and olfactory signal, or as a dominance signal by males, as are the antlers.
The tail is short (6 cm to 8 cm in length) and vestigial in appearance; unlike other ungulates the moose tail is too short to swish away insects.
On average, an adult moose stands high at the shoulder, which is more than a foot higher than the next largest deer on average, the wapiti. Males (or "bulls") normally weigh from and females (or "cows") typically weigh , depending on racial or clinal as well as individual age or nutritional variations. The head-and-body length is , with the vestigial tail adding only a further . The largest of all the races is the Alaskan subspecies ("A. a. gigas"), which can stand over at the shoulder, has a span across the antlers of and averages in males and in females. Typically, however, the antlers of a mature bull are between 1.2 m (3.9 ft) and 1.5 m (4.9 ft). The largest confirmed size for this species was a bull shot at the Yukon River in September 1897 that weighed and measured high at the shoulder. There have been reported cases of even larger moose, including a bull killed in 2004 that weighed , and a bull that reportedly scaled , but none are authenticated and some may not be considered reliable. Behind only the two species of bison, the moose is the second largest of extant terrestrial wildlife after the bisons in North America, Siberia, and Europe.
The moose is a herbivore and is capable of consuming many types of plant or fruit. The average adult moose needs to consume per day to maintain its body weight. Much of a moose's energy is derived from terrestrial vegetation, mainly consisting of forbs and other non-grasses, and fresh shoots from trees such as willow and birch. These plants are rather low in sodium, and moose generally need to consume a good quantity of aquatic plants. While much lower in energy, aquatic plants provide the moose with its sodium requirements, and as much as half of their diet usually consists of aquatic plant life. In winter, moose are often drawn to roadways, to lick salt that is used as a snow and ice melter. A typical moose, weighing , can eat up to of food per day.
Moose lack upper front teeth, but have eight sharp incisors on the lower jaw. They also have a tough tongue, lips and gums, which aid in the eating of woody vegetation. Moose have six pairs of large, flat molars and, ahead of those, six pairs of premolars, to grind up their food. A moose's upper lip is very sensitive, to help distinguish between fresh shoots and harder twigs, and is prehensile, for grasping their food. In the summer, moose may use this prehensile lip for grabbing branches and pulling, stripping the entire branch of leaves in a single mouthful, or for pulling forbs, like dandelions, or aquatic plants up by the base, roots and all. A moose's diet often depends on its location, but they seem to prefer the new growths from deciduous trees with a high sugar content, such as white birch, trembling aspen and striped maple, among many others. To reach high branches, a moose may bend small saplings down, using its prehensile lip, mouth or body. For larger trees a moose may stand erect and walk upright on its hind legs, allowing it to reach branches up to or higher above the ground.
Moose also eat many aquatic plants, including lilies and pondweed. Moose are excellent swimmers and are known to wade into water to eat aquatic plants. This trait serves a second purpose in cooling down the moose on summer days and ridding itself of black flies. Moose are thus attracted to marshes and river banks during warmer months as both provide suitable vegetation to eat and water to wet themselves in. Moose have been known to dive underwater to reach plants on lake bottoms, and the complex snout may assist the moose in this type of feeding. Moose are the only deer that are capable of feeding underwater. As an adaptation for feeding on plants underwater, the nose is equipped with fatty pads and muscles that close the nostrils when exposed to water pressure, preventing water from entering the nose. Other species can pluck plants from the water too, but these need to raise their heads in order to swallow.
Moose are not grazing animals but browsers (concentrate selectors). Like giraffes, moose carefully select foods with less fiber and more concentrations of nutrients. Thus, the moose's digestive system has evolved to accommodate this relatively low-fiber diet. Unlike most hooved, domesticated animals (ruminants), moose cannot digest hay, and feeding it to a moose can be fatal. The moose's varied and complex diet is typically expensive for humans to provide, and free-range moose require a lot of forested acreage for sustainable survival, which is one of the main reasons moose have never been widely domesticated.
A full-grown moose has few enemies except Siberian tigers ("Panthera tigris altaica") which regularly prey on adult moose, but a pack of gray wolves ("Canis lupus") can still pose a threat, especially to females with calves. Brown bears ("Ursus arctos") are also known to prey on moose of various sizes, including many pregnant adult cows in some parts of Alaska and Scandinavia and even the rare bull moose, and are the only predator besides the wolf to attack moose both in Eurasia and North America. However, brown bears are more likely to take over a wolf kill or to take young moose than to hunt adult moose on their own. American black bears ("Ursus americanus") and cougars ("Puma concolor") can be significant predators of moose calves in May and June and can, in rare instances, prey on adults (mainly cows rather than the larger bulls). Wolverine ("Gulo gulo") are most likely to eat moose as carrion but have killed moose, including adults, when the large ungulates are weakened by harsh winter conditions. Killer whales ("Orcinus orca") are the moose's only known marine predator as they have been known to prey on moose swimming between islands out of North America's Northwest Coast, however, there is at least one recorded instance of a moose preyed upon by a Greenland shark.
In some areas, moose are the primary source of food for wolves. Moose usually flee upon detecting wolves. Wolves usually follow moose at a distance of , occasionally at a distance of . Attacks from wolves against young moose may last seconds, though sometimes they can be drawn out for days with adults. Sometimes, wolves will chase moose into shallow streams or onto frozen rivers, where their mobility is greatly impeded. Moose will sometimes stand their ground and defend themselves by charging at the wolves or lashing out at them with their powerful hooves. Wolves typically kill moose by tearing at their haunches and perineum, causing massive blood loss. Occasionally, a wolf may immobilise a moose by biting its sensitive nose, the pain of which can paralyze a moose. Wolf packs primarily target calves and elderly animals, but can and will take healthy, adult moose. Moose between the ages of two and eight are seldom killed by wolves. Though moose are usually hunted by packs, there are cases in which single wolves have successfully killed healthy, fully-grown moose.
Research into moose predation suggests that their response to perceived threats is learned rather than instinctual. In practical terms this means moose are more vulnerable in areas where wolf or bear populations were decimated in the past but are now rebounding. These same studies suggest, however, that moose learn quickly and adapt, fleeing an area if they hear or smell wolves, bears, or scavenger birds such as ravens.
Moose are also subject to various diseases and forms of parasitism. In northern Europe, the moose botfly is a parasite whose range seems to be spreading.
Moose are mostly diurnal. They are generally solitary with the strongest bonds between mother and calf. Although moose rarely gather in groups, there may be several in close proximity during the mating season.
Rutting and mating occurs in September and October. During the rut, mature bulls will cease feeding completely for a period of approximately two weeks; this fasting behavior has been attributed to neurophysiological changes related to redeployment of olfaction for detection of moose urine and moose cows. The males are polygamous and will seek several females to breed with. During this time both sexes will call to each other. Males produce heavy grunting sounds that can be heard from up to 500 meters away, while females produce wail-like sounds. Males will fight for access to females. Initially, the males assess which of them is dominant and one bull may retreat, however, the interaction can escalate to a fight using their antlers.
Female moose have an eight-month gestation period, usually bearing one calf, or twins if food is plentiful, in May or June. Twinning can run as high as 30% to 40% with good nutrition Newborn moose have fur with a reddish hue in contrast to the brown appearance of an adult. The young will stay with the mother until just before the next young are born. The life span of an average moose is about 15–25 years. Moose populations are stable at 25 calves for every 100 cows at 1 year of age. With availability of adequate nutrition, mild weather, and low predation, moose have a huge potential for population expansion.
Moose are not usually aggressive towards humans, but can be provoked or frightened to behave with aggression. In terms of raw numbers, they attack more people than bears and wolves combined, but usually with only minor consequences. In the Americas, moose injure more people than any other wild mammal, and worldwide, only hippopotamuses injure more. When harassed or startled by people or in the presence of a dog, moose may charge. Also, as with bears or any wild animal, moose that have become used to being fed by people may act aggressively when denied food. During the fall mating season, bull moose may be aggressive toward humans because of the high hormone levels they experience. Cows with young calves are very protective and will attack humans who come too close, especially if they come between mother and calf. Unlike other dangerous animals, moose are not territorial, and do not view humans as food, and will therefore usually not pursue humans if they simply run away.
Like any wild animal, moose are unpredictable. They are most likely to attack if annoyed or harassed, or if approached too closely. A moose that has been harassed may vent its anger on anyone in the vicinity, and they often do not make distinctions between their tormentors and innocent passers-by. Moose are very limber animals with highly flexible joints and sharp, pointed hooves, and are capable of kicking with both front and back legs. Unlike other large, hooved mammals, such as horses, moose can kick in all directions including sideways. Therefore, there is no safe side from which to approach. However, moose often give warning signs prior to attacking, displaying their aggression by means of body language. Maintained eye contact is usually the first sign of aggression, while laid-back ears or a lowered head is a definite sign of agitation. If the hairs on the back of the moose's neck and shoulders (hackles) stand up, a charge is usually imminent. The Anchorage Visitor Centers warn tourists that "...a moose with its hackles raised is a thing to fear."
Studies suggest that the calls made by female moose during the rut not only call the males but can actually induce a bull to invade another bull's harem and fight for control of it. This in turn means that the cow moose has at least a small degree of control over which bulls she mates with.
Moose often show aggression to other animals as well; especially predators. Bears are common predators of moose calves and, rarely, adults. Alaskan moose have been reported to successfully fend off attacks from both black and brown bears. Moose have been known to stomp attacking wolves, which makes them less preferred as prey to the wolves. Moose are fully capable of killing bears and wolves. A moose of either sex that is confronted by danger may let out a loud roar, more resembling that of a predator than a prey animal. European moose are often more aggressive than North American moose, such as the moose in Sweden, which often become very agitated at the sight of a predator. However, like all ungulates known to attack predators, the more aggressive individuals are always darker in color.
European rock drawings and cave paintings reveal that moose have been hunted since the Stone Age. Excavations in Alby, Sweden, adjacent to the Stora Alvaret have yielded moose antlers in wooden hut remains from 6000 BCE, indicating some of the earliest moose hunting in northern Europe. In northern Scandinavia one can still find remains of trapping pits used for hunting moose. These pits, which can be up to in area and deep, would have been camouflaged with branches and leaves. They would have had steep sides lined with planks, making it impossible for the moose to escape once it fell in. The pits are normally found in large groups, crossing the moose's regular paths and stretching over several km. Remains of wooden fences designed to guide the animals toward the pits have been found in bogs and peat. In Norway, an early example of these trapping devices has been dated to around 3700 BC. Trapping elk in pits is an extremely effective hunting method. As early as the 16th century the Norwegian government tried to restrict their use; nevertheless, the method was in use until the 19th century.
The earliest recorded description of the moose is in Julius Caesar's "Commentarii de Bello Gallico", where it is described thus:
There are also [animals], which are called moose. The shape of these, and the varied color of their skins, is much like roes, but in size they surpass them a little and are destitute of horns, and have legs without joints and ligatures; nor do they lie down for the purpose of rest, nor, if they have been thrown down by any accident, can they raise or lift themselves up. Trees serve as beds to them; they lean themselves against them, and thus reclining only slightly, they take their rest; when the huntsmen have discovered from the footsteps of these animals whither they are accustomed to betake themselves, they either undermine all the trees at the roots, or cut into them so far that the upper part of the trees may appear to be left standing. When they have leant upon them, according to their habit, they knock down by their weight the unsupported trees, and fall down themselves along with them.
In book 8, chapter 16 of Pliny the Elder's "Natural History" from 77 CE, the elk and an animal called achlis, which is presumably the same animal, are described thus:
Moose are hunted as a game species in many of the countries where they are found. Moose meat tastes, wrote Henry David Thoreau in "The Maine Woods", "like tender beef, with perhaps more flavour; sometimes like veal". While the flesh has protein levels similar to those of other comparable red meats (e.g. beef, deer and wapiti), it has a low fat content, and the fat that is present consists of a higher proportion of polyunsaturated fats than saturated fats.
Dr. Valerius Geist, who emigrated to Canada from the Soviet Union, wrote in his 1999 book "Moose: Behaviour, Ecology, Conservation":
Boosting moose populations in Alaska for hunting purposes is one of the reasons given for allowing aerial or airborne methods to remove wolves in designated areas, e.g., Craig Medred: "A kill of 124 wolves would thus translate to [the survival of] 1488 moose or 2976 caribou or some combination thereof". Some scientists believe that this artificial inflation of game populations is actually detrimental to both caribou and moose populations as well as the ecosystem as a whole. This is because studies have shown that when these game populations are artificially boosted, it leads to both habitat destruction and a crash in these populations.
Cadmium levels are high in Finnish elk liver and kidneys, with the result that consumption of these organs from elk more than one year old is prohibited in Finland. As a result of a study reported in 1988, the Ontario Ministry of Natural Resources recommended against the consumption of moose and deer kidneys and livers. Levels of cadmium were found to be considerably higher than in Scandinavia. The New Brunswick Department of Natural Resources advises hunters not to consume cervid offal.
Cadmium intake has been found to be elevated amongst all consumers of elk meat, though the elk meat was found to contribute only slightly to the daily cadmium intake. However the consumption of moose liver or kidneys significantly increased cadmium intake, with the study revealing that heavy consumers of moose organs have a relatively narrow safety margin below the levels which would probably cause adverse health effects.
The center of mass of a moose is above the hood of most passenger cars. In a collision, the impact crushes the front roof beams and individuals in the front seats. Collisions of this type are frequently fatal; seat belts and airbags offer little protection. In collisions with higher vehicles (such as trucks), most of the deformation is to the front of the vehicle and the passenger compartment is largely spared. Moose collisions have prompted the development of a vehicle test referred to as the "moose test" (, ). A Massachusetts study found that moose–vehicular collisions had a very high human fatality rate and that such collisions caused the death of 3% of the Massachusetts moose population annually.
Moose warning signs are used on roads in regions where there is a danger of collision with the animal. The triangular warning signs common in Sweden, Norway, and Finland have become coveted souvenirs among tourists traveling in these countries, causing road authorities so much expense that the moose signs have been replaced with imageless generic warning signs in some regions.
In Ontario, Canada, an estimated 265 moose die each year as a result of collision with trains. Moose–train collisions were more frequent in winters with above-average snowfall. In January 2008, the Norwegian newspaper "Aftenposten" estimated that some 13,000 moose had died in collisions with Norwegian trains since 2000. The state agency in charge of railroad infrastructure (Jernbaneverket) plans to spend 80 million Norwegian kroner to reduce collision rate in the future by fencing the railways, clearing vegetation from near the tracks, and providing alternative snow-free feeding places for the animals elsewhere.
In the Canadian province of New Brunswick, collisions between automobiles and moose are frequent enough that all new highways have fences to prevent moose from accessing the road, as has long been done in Finland, Norway, and Sweden. A demonstration project, Highway 7 between Fredericton and Saint John, which has one of the highest frequencies of moose collisions in the province, did not have these fences until 2008, although it was and continues to be extremely well signed. Newfoundland and Labrador recommended that motorists use caution between dusk and dawn because that is when moose are most active and most difficult to see, increasing the risk of collisions. Local moose sightings are often reported on radio stations so that motorists can take care while driving in particular areas. An electronic "moose detection system" was installed on two sections of the Trans-Canada Highway in Newfoundland in 2011, but the system proved unreliable and was removed in 2015.
In Sweden, a road will not be fenced unless it experiences at least one moose accident per km per year.
In eastern Germany, where the scarce population is slowly increasing, there were two road accidents involving moose since 2000.
Domestication of moose was investigated in the Soviet Union before World War II. Early experiments were inconclusive, but with the creation of a moose farm at Pechora-Ilych Nature Reserve in 1949, a small-scale moose domestication program was started, involving attempts at selective breeding of animals on the basis of their behavioural characteristics. Since 1963, the program has continued at Kostroma Moose Farm, which had a herd of 33 tame moose as of 2003. Although at this stage the farm is not expected to be a profit-making enterprise, it obtains some income from the sale of moose milk and from visiting tourist groups. Its main value, however, is seen in the opportunities it offers for the research in the physiology and behavior of the moose, as well as in the insights it provides into the general principles of animal domestication.
In Sweden, there was a debate in the late 18th century about the national value of using the moose as a domestic animal. Among other things, the moose was proposed to be used in postal distribution, and there was a suggestion to develop a moose-mounted cavalry. Such proposals remained unimplemented, mainly because the extensive hunting for moose that was deregulated in the 1790s nearly drove it to extinction. While there have been documented cases of individual moose being used for riding and/or pulling carts and sleds, Björklöf concludes no wide-scale usage has occurred outside fairy tales.
Moose are an old genus. Like its relatives, "Odocoileus" and "Capreolus", the genus "Alces" gave rise to very few species that endured for long periods of time. This differs from the "Megacerines", such as the Irish elk, which evolved many species before going extinct. Some scientists, such as Adrian Lister, grouped all the species into one genus, while others, such as Augusto Azzaroli, used "Alces" for the living species, placing the fossil species into the genera "Cervalces" and "Libralces".
The earliest known species is "Libralces gallicus" (French moose), which lived in the Pliocene epoch, about 2 million years ago. "Libralces gallicus" came from the warm savannas of Pliocene Europe, with the best-preserved skeletons being found in southern France. "L. gallicus" was 1.25 times larger than the Alaskan moose in linear dimensions, making it nearly twice as massive. "L. gallicus" had many striking differences from its modern descendants. It had a longer, narrower snout and a less-developed nasal cavity, more resembling that of a modern deer, lacking any sign of the modern moose-snout. Its face resembled that of the modern wapiti. However, the rest of its skull structure, skeletal structure and teeth bore strong resemblance to those features that are unmistakable in modern moose, indicating a similar diet. Its antlers consisted of a horizontal bar long, with no tines, ending in small palmations. Its skull and neck structure suggest an animal that fought using high-speed impacts, much like the Dall sheep, rather than locking and twisting antlers the way modern moose combat. Their long legs and bone structure suggest an animal that was adapted to running at high speeds over rough terrain.
"Libralces" existed until the middle Pleistocene epoch and were followed briefly by a species called "Cervalces carnutorum". The main differences between the two consisted of shortening of the horizontal bar in the antlers and broadening of the palmations, indicating a likely change from open plains to more forested environments, and skeletal changes that suggest an adaptation to marshy environments.
"Cervalces carnutorum" was soon followed by a much larger species called "Cervalces latifrons" (broad-fronted stag-moose). The Pleistocene epoch was a time of gigantism, in which most species were much larger than their descendants of today, including exceptionally large lions, hippopotamuses, mammoths, and deer. Many fossils of "Cervalces latifrons" have been found in Siberia, dating from about 1.2 to 0.5 million years ago. This is most likely the time at which the species migrated from the Eurasian continent to North America. Like its descendants, it inhabited mostly northern latitudes, and was probably well-adapted to the cold. "Cervalces latifrons" was the largest deer known to have ever existed, standing more than tall at the shoulders. This is bigger than even the Irish elk (megacerine), which was tall at the shoulders. Its antlers were smaller than the Irish elk's, but comparable in size to those of "Libralces gallicus". However, the antlers had a shorter horizontal bar and larger palmations, more resembling those of a modern moose.
"Alces alces" (the modern moose) appeared during the late Pleistocene epoch. The species arrived in North America at the end of the Pleistocene and coexisted with a late-surviving variety or relative of "Cervalces latifrons", which Azzaroli classified as a separate species called "Cervalces scotti", or the American stag-moose.
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Medieval warfare
Medieval warfare is the European warfare of the Middle Ages. Technological, cultural, and social developments had forced a severe transformation in the character of warfare from antiquity, changing military tactics and the role of cavalry and artillery (see military history). In terms of fortification, the Middle Ages saw the emergence of the castle in Europe, which then spread to Western Asia.
Publius Flavius Vegetius Renatus wrote "De re militari (Concerning Military Matters)" possibly in the late 4th century. Described by historian Walter Goffart as "the bible of warfare throughout the Middle Ages", "De re militari" was widely distributed through the Latin West. While Western Europe relied on a single text for the basis of its military knowledge, the Byzantine Empire in Southeastern Europe had a succession of military writers. Though Vegetius had no military experience and "De re militari" was derived from the works of Cato and Frontinus, his books were the standard for military discourse in Western Europe from their production until the 16th century.
"De re militari" was divided into five books: who should be a soldier and the skills they needed to learn, the composition and structure of an army, field tactics, how to conduct and withstand sieges, and the role of the navy. According to Vegetius, infantry was the most important element of an army because it was cheap compared to cavalry and could be deployed on any terrain. One of the tenets he put forward was that a general should only engage in battle when he was sure of victory or had no other choice. As archaeologist Robert Liddiard explains, "Pitched battles, particularly in the eleventh and twelfth centuries, were rare."
Although his work was widely reproduced, and over 200 copies, translations, and extracts survive today, the extent to which Vegetius affected the actual practice of warfare as opposed to its concept is unclear because of his habit of stating the obvious. Historian Michael Clanchy noted "the medieval axiom that laymen are illiterate and its converse that clergy are literate", so it may be the case that few soldiers read Vegetius' work. While their Roman predecessors were well-educated and had been experienced in warfare, the European nobility of the early Medieval period were not renowned for their education, but from the 12th century, it became more common for them to read.
Some soldiers regarded the experience of warfare as more valuable than reading about it; for example, Geoffroi de Charny, a 14th century knight who wrote about warfare, recommended that his audience should learn by observing and asking advice from their superiors. While it is uncertain to what extent his work was read by the warrior class as opposed to the clergy, Vegetius remained prominent in the literature on warfare in the medieval period. In 1489, King Henry VII of England commissioned the translation of "De re militari" into English, "so every gentleman born to arms and all manner of men of war, captains, soldiers, victuallers and all others would know how they ought to behave in the feats of wars and battles".
In Europe, breakdowns in centralized power led to the rise of several groups that turned to large-scale pillage as a source of income. Most notably the Vikings, Arabs, Mongols, Huns, Cumans, Tartars, and Magyars raided significantly. As these groups were generally small and needed to move quickly, building fortifications was a good way to provide refuge and protection for the people and the wealth in the region.
These fortifications evolved throughout the Middle Ages, the most important form being the castle, a structure which has become almost synonymous with the Medieval era in the popular eye. The castle served as a protected place for the local elites. Inside a castle they were protected from bands of raiders and could send mounted warriors to drive the enemy from the area, or to disrupt the efforts of larger armies to supply themselves in the region by gaining local superiority over foraging parties that would be impossible against the whole enemy host.
Fortifications were a very important part of warfare because they provided safety to the lord, his family, and his servants. They provided refuge from armies too large to face in open battle. The ability of the heavy cavalry to dominate a battle on an open field was useless against fortifications. Building siege engines was a time-consuming process, and could seldom be effectively done without preparations before the campaign. Many sieges could take months, if not years, to weaken or demoralize the defenders sufficiently. Fortifications were an excellent means of ensuring that the elite could not be easily dislodged from their lands – as Count Baldwin of Hainaut commented in 1184 on seeing enemy troops ravage his lands from the safety of his castle, "they can't take the land with them".
In the Medieval period besieging armies used a wide variety of siege engines including: scaling ladders; battering rams; siege towers and various types of catapults such as the mangonel, onager, ballista, and trebuchet. Siege techniques also included mining in which tunnels were dug under a section of the wall and then rapidly collapsed to destabilize the wall's foundation. Another technique was to bore into the enemy walls, however, this was not nearly as effective as other methods due to the thickness of castle walls.
Advances in the prosecution of sieges encouraged the development of a variety of defensive counter-measures. In particular, Medieval fortifications became progressively stronger – for example, the advent of the concentric castle from the period of the Crusades – and more dangerous to attackers – witness the increasing use of machicolations, as well the preparation of hot or incendiary substances. Arrow slits, concealed doors for sallies, and deep water wells were also integral to resisting siege at this time. Designers of castles paid particular attention to defending entrances, protecting gates with drawbridges, portcullises and barbicans. Wet animal skins were often draped over gates to repel fire. Moats and other water defences, whether natural or augmented, were also vital to defenders.
In the Middle Ages, virtually all large cities had city walls – Dubrovnik in Dalmatia is an impressive and well-preserved example – and more important cities had citadels, forts or castles. Great effort was expended to ensure a good water supply inside the city in case of siege. In some cases, long tunnels were constructed to carry water into the city. In other cases, such as the Ottoman siege of Shkodra, Venetian engineers had designed and installed cisterns that were fed by rain water channeled by a system of conduits in the walls and buildings. Complex systems of tunnels were used for storage and communications in medieval cities like Tábor in Bohemia. Against these would be matched the mining skills of teams of trained sappers, who were sometimes employed by besieging armies.
Until the invention of gunpowder-based weapons (and the resulting higher-velocity projectiles), the balance of power and logistics favoured the defender. With the invention of gunpowder, the traditional methods of defence became less and less effective against a determined siege.
The medieval knight was usually a mounted and armoured soldier, often connected with nobility or royalty, although (especially in north-eastern Europe) knights could also come from the lower classes, and could even be enslaved persons. The cost of their armour, horses, and weapons was great; this, among other things, helped gradually transform the knight, at least in western Europe, into a distinct social class separate from other warriors. During the crusades, holy orders of Knights fought in the Holy Land (see Knights Templar, the Hospitallers, etc.).
The light cavalry consisted usually of lighter armed and armoured men, who could have lances, javelins or missile weapons, such as bows or crossbows. In much of the Middle Ages, light cavalry usually consisted of wealthy commoners. Later in the Middle Ages, light cavalry would also include sergeants who were men who had trained as knights but could not afford the costs associated with the title. Light cavalry was used as scouts, skirmishers or outflankers. Many countries developed their styles of light cavalries, such as Hungarian mounted archers, Spanish jinetes, Italian and German mounted crossbowmen and English currours.
The infantry was recruited and trained in a wide variety of manners in different regions of Europe all through the Middle Ages, and probably always formed the most numerous part of a medieval field army. Many infantrymen in prolonged wars would be mercenaries. Most armies contained significant numbers of spearmen, archers and other unmounted soldiers.
In the earliest Middle Ages, it was the obligation of every noble to respond to the call to battle with his equipment, archers, and infantry. This decentralized system was necessary due to the social order of the time but could lead to motley forces with variable training, equipment and abilities. The more resources the noble had access to, the better his troops would typically be.
Typically the feudal armies consisted of a core of highly skilled knights and their household troops, mercenaries hired for the time of the campaign and feudal levies fulfilling their feudal obligations, who usually were little more than rabble. They could, however, be efficient in disadvantageous terrain. Towns and cities could also field militias.
As central governments grew in power, a return to the citizen and mercenary armies of the classical period also began, as central levies of the peasantry began to be the central recruiting tool. It was estimated that the best infantrymen came from the younger sons of free land-owning yeomen, such as the English archers and Swiss pikemen. England was one of the most centralized states in the Late Middle Ages, and the armies that fought the Hundred Years' War were mostly paid, professionals.
In theory, every Englishman had an obligation to serve for forty days. Forty days was not long enough for a campaign, especially one on the continent. Thus the scutage was introduced, whereby most Englishmen paid to escape their service and this money was used to create a permanent army. However, almost all high medieval armies in Europe were composed of a great deal of paid core troops, and there was a large mercenary market in Europe from at least the early 12th century.
As the Middle Ages progressed in Italy, Italian cities began to rely mostly on mercenaries to do their fighting rather than the militias that had dominated the early and high medieval period in this region. These would be groups of career soldiers who would be paid a set rate. Mercenaries tended to be effective soldiers, especially in combination with standing forces, but in Italy, they came to dominate the armies of the city-states. This made them problematic; while at war they were considerably more reliable than a standing army, at peacetime they proved a risk to the state itself like the Praetorian Guard had once been.
Mercenary-on-mercenary warfare in Italy led to relatively bloodless campaigns which relied as much on manoeuvre as on battles, since the condottieri recognized it was more efficient to attack the enemy's ability to wage war rather than his battle forces, discovering the concept of indirect warfare 500 years before Sir Basil Liddell Hart, and attempting to attack the enemy supply lines, his economy and his ability to wage war rather than risking an open battle, and manoeuvre him into a position where risking a battle would have been suicidal. Machiavelli understood this indirect approach as cowardice.
Weapons
Medieval weapons consisted of many different types of ranged and hand-held objects:
Armour
Artillery and Siege engine
Animals
The practice of carrying relics into battle is a feature that distinguishes medieval warfare from its predecessors or early modern warfare and possibly inspired by biblical references. The presence of relics was believed to be an important source of supernatural power that served both as a spiritual weapon and a form of defence; the relics of martyrs were considered by Saint John Chrysostom much more powerful than "walls, trenches, weapons and hosts of soldiers"
In Italy, the "carroccio" or "carro della guerra", the "war wagon", was an elaboration of this practice that developed during the 13th century. The "carro della guerra" of Milan was described in detail in 1288 by Bonvesin de la Riva in his book on the "Marvels of Milan". Wrapped in scarlet cloth and drawn by three yoke of oxen that were caparisoned in white with the red cross of Saint Ambrose, the city's patron, it carried a crucifix so massive it took four men to step it in place, like a ship's mast.
Medieval Warfare largely predated the use of supply trains- which meant that armies had to acquire food supplies from whatever territory they were passing through, this meant that large scale looting by soldiers was unavoidable, and was actively encouraged by the 14th century with its emphasis on "chevauchée" tactics, or use of units of light cavalry who would loot and pillage hostile territory in order to distract and demoralize the enemy while denying them their supplies.
Through the medieval period, soldiers were responsible for supplying themselves, either through foraging, looting, or purchases. Even so, military commanders often provided their troops with food and supplies, but this would be provided instead of the soldiers' wages, or soldiers would be expected to pay for it from their wages, either at cost or even with a profit.
In 1294, the same year John II de Balliol of Scotland refused to support Edward I of England's planned invasion of France, Edward I implemented a system in Wales and Scotland where sheriffs would acquire foodstuffs, horses and carts from merchants with compulsory sales at prices fixed below typical market prices under the Crown's rights of prise and purveyance. These goods would then be transported to Royal Magazines in southern Scotland and along the Scottish border where English conscripts under his command could purchase them. This continued during the First War of Scottish Independence which began in 1296, though the system was unpopular and was ended with Edward I's death in 1307.
Starting under the rule of Edward II in 1307 and ending under the rule of Edward III in 1337, the English instead used a system where merchants would be asked to meet armies with supplies for the conscripts to purchase. This led to discontent as the merchants saw an opportunity to profiteer, forcing conscripts to pay well above normal market prices for food.
As Edward III went to war with France in the Hundred Years' War (starting in 1337), the English returned to a practice of foraging and looting to meet their logistical needs. This practice lasted throughout war, extending through the remainder of Edward III's reign into the reign of Henry VI.
The waters surrounding Europe can be grouped into two types which affected the design of craft that travelled and therefore the warfare. The Mediterranean and Black Seas were free of large tides, generally calm, and weather predictable. The seas around the north and west of Europe experienced stronger and less predictable weather. The weather gauge, the advantage of having a following wind, was an important factor in naval battles, particularly to the attackers. Typically westerlies (winds blowing from west to east) dominated Europe, giving naval powers to the west an advantage. Medieval sources on the conduct of medieval naval warfare are less common than those about land-based war. Most medieval chroniclers had no experience of life on the sea and generally were not well informed. Maritime archaeology has helped provide information.
Early in the medieval period, ships in the context of warfare were used primarily for transporting troops. In the Mediterranean, naval warfare in the Middle Ages was similar to that under late Roman Empire: fleets of galleys would exchange missile fire and then try to board bow first to allow marines to fight on deck. This mode of naval warfare remained the same into the early modern period, as, for example, at the Battle of Lepanto. Famous admirals included Roger of Lauria, Andrea Doria and Hayreddin Barbarossa.
Galleys were not suitable for the colder and more turbulent North Sea and the Atlantic Ocean, although they saw occasional use. Bulkier ships were developed which were primarily sail-driven, although the long lowboard Viking-style rowed longship saw use well into the 15th century. Their main purpose in the north remained the transportation of soldiers to fight on the decks of the opposing ship (as, for example, at the Battle of Svolder or the Battle of Sluys).
Late medieval sailing warships resembled floating fortresses, with towers in the bows and at the stern (respectively, the forecastle and aftcastle). The large superstructure made these warships quite unstable, but the decisive defeats that the more mobile but considerably lower boarded longships suffered at the hands of high-boarded cogs in the 15th century ended the issue of which ship type would dominate northern European warfare.
The introduction of guns was the first steps towards major changes in naval warfare, but it only slowly changed the dynamics of ship-to-ship combat. The first guns on ships were introduced in the 14th century and consisted of small wrought-iron pieces placed on the open decks and in the fighting tops, often requiring only one or two men to handle them. They were designed to injure, kill or simply stun, shock and frighten the enemy before boarding.
As guns were made more durable to withstand stronger gunpowder charges, they increased their potential to inflict critical damage to the vessel rather than just their crews. Since these guns were much heavier than the earlier anti-personnel weapons, they had to be placed lower in the ships, and fire from gunports, to avoid ships becoming unstable. In Northern Europe the technique of building ships with clinker planking made it difficult to cut ports in the hull; clinker-built (or clench-built) ships had much of their structural strength in the outer hull. The solution was the gradual adoption of carvel-built ships that relied on an internal skeleton structure to bear the weight of the ship.
The first ships to actually mount heavy cannon capable of sinking ships were galleys, with large wrought-iron pieces mounted directly on the timbers in the bow. The first example is known from a woodcut of a Venetian galley from 1486. Heavy artillery on galleys was mounted in the bow which fit conveniently with the long-standing tactical tradition of attacking head-on and bow-first. The ordnance on galleys was quite heavy from its introduction in the 1480s, and capable of quickly demolishing medieval-style stone walls that still prevailed until the 16th century.
This temporarily upended the strength of older seaside fortresses, which had to be rebuilt to cope with gunpowder weapons. The addition of guns also improved the amphibious abilities of galleys as they could assault supported with heavy firepower, and could be even more effectively defended when beached stern-first. Galleys and similar oared vessels remained uncontested as the most effective gun-armed warships in theory until the 1560s, and in practice for a few decades more, and were considered a grave risk to sailing warships.
In the Medieval period, the mounted cavalry long held sway on the battlefield. Heavily armoured mounted knights represented a formidable foe for reluctant peasant draftees and lightly armoured freemen. To defeat mounted cavalry, infantry used swarms of missiles or a tightly-packed phalanx of men, techniques honed in antiquity by the Greeks.
The use of long pikes and densely packed foot troops was not uncommon in the Middle Ages. The Flemish footmen at the Battle of the Golden Spurs met and overcame French knights in 1302, as the Lombards did in Legnano in 1176 and the Scots held their own against heavily armoured English invaders. During the St. Louis crusade, dismounted French knights formed a tight lance-and-shield phalanx to repel Egyptian cavalry. The Swiss used pike tactics in the late medieval period. While pikemen usually grouped and awaited a mounted attack, the Swiss developed flexible formations and aggressive manoeuvring, forcing their opponents to respond. The Swiss won at Morgarten, Laupen, Sempach, Grandson and Murten, and between 1450 and 1550 every leading prince in Europe (except the English and Scottish) hired Swiss pikemen, or emulated their tactics and weapons (e.g., the German Landsknechte).
The Welsh & English longbowman used a single-piece longbow (but some bows later developed a composite design) to deliver arrows that could penetrate contemporary mail and damage/dent plate armour. The longbow was a difficult weapon to master, requiring long years of use and constant practice. A skilled longbowman could shoot about 12 shots per minute. This rate of fire was far superior to competing weapons like the crossbow or early gunpowder weapons. The nearest competitor to the longbow was the much more expensive crossbow, used often by urban militias and mercenary forces. The crossbow had greater penetrating power and did not require the extended years of training. However, it lacked the rate of fire of the longbow.
At Crécy and Agincourt bowmen unleashed clouds of arrows into the ranks of knights. At Crécy, even 5,000 Genoese crossbowmen could not dislodge them from their hill. At Agincourt, thousands of French knights were brought down by armour-piercing bodkin point arrows and horse-maiming broadheads. Longbowmen decimated an entire generation of the French nobility.
In 1326 the earliest known European picture of a gun appeared in a manuscript by Walter de Milemete.
In 1350, Petrarch wrote that the presence of cannons on the battlefield was 'as common and familiar as other kinds of arms'.
Early artillery played a limited role in the Hundred Years' War, and it became indispensable in the Italian Wars of 1494–1559, marking the beginning of early modern warfare.
Charles VIII, during his invasion of Italy, brought with him the first truly mobile siege train: culverins and bombards mounted on wheeled carriages, which could be deployed against an enemy stronghold immediately after arrival.
The initial Muslim conquests began in the 7th century after the death of the Islamic prophet Muhammad, and were marked by a century of rapid Arab expansion beyond the Arabian Peninsula under the Rashidun and Umayyad Caliphates. Under the Rashidun, the Arabs conquered the Persian Empire, along with Roman Syria and Roman Egypt during the Byzantine-Arab Wars, all within just seven years from 633 to 640. Under the Umayyads, the Arabs annexed North Africa and southern Italy from the Romans and the Arab Empire soon stretched from parts of the Indian subcontinent, across Central Asia, the Middle East, North Africa, and southern Italy, to the Iberian Peninsula and the Pyrenees.
The early Arab army mainly consisted of camel-mounted infantry, alongside a few Bedouin cavalry. Constantly outnumbered by their opponent, they did, however, possess the advantage of strategic mobility, their camel-borne nature allowing them to constantly outmanoeuvre larger Byzantine and Sassanid armies to take prime defensive positions. The Rashidun cavalry, while lacking the number and mounted archery skill of their Roman and Persian counterparts was for the most part skillfully employed, and played a decisive role in many crucial battles such as Battle of Yarmouk.
In contrast, the Roman army and Persian army at the time both had large numbers of heavy infantry and heavy cavalry (cataphracts and clibanarii) that were better equipped, heavily protected, and more experienced and disciplined. The Arab invasions came at a time when both ancient powers were exhausted from the protracted Byzantine–Sassanid Wars, particularly the bitterly fought Byzantine–Sassanid War of 602–628 which had brought both empires close to collapse. Also, the typically multi-ethnic Byzantine force was always racked by dissension and lack of command unity, a similar situation also being encountered among the Sassanids who had been embroiled in a bitter civil war for a decade before the coming of the Arabs. In contrast, the Ridda Wars had forged the Caliphate's army into a united and loyal fighting force.
The Vikings were a feared force in Europe because of their savagery and speed of their attacks. Whilst seaborne raids were nothing new at the time, the Vikings refined the practice to a science through their shipbuilding, tactics and training. Unlike other raiders, the Vikings made a lasting impact on the face of Europe. During the Viking age, their expeditions, frequently combining raiding and trading, penetrated most of the old Frankish Empire, the British Isles, the Baltic region, Russia, and both Muslim and Christian Iberia. Many served as mercenaries, and the famed Varangian Guard, serving the Emperor of Constantinople, was drawn principally of Scandinavian warriors.
Viking longships were swift and easily manoeuvered; they could navigate deep seas or shallow rivers, and could carry warriors that could be rapidly deployed directly onto land due to the longships being able to land directly. The longship was the enabler of the Viking style of warfare that was fast and mobile, relying heavily on the element of surprise, and they tended to capture horses for mobility rather than carry them on their ships. The usual method was to approach a target stealthily, strike with surprise and then retire swiftly. The tactics used were difficult to stop, for the Vikings, like guerrilla-style raiders elsewhere, deployed at a time and place of their choosing. The fully armoured Viking raider would wear an iron helmet and a maille hauberk, and fight with a combination of axe, sword, shield, spear or great "Danish" two-handed axe, although the typical raider would be unarmoured, carrying only a bow and arrows, a knife "seax", a shield and spear; the swords and the axes were much less common.
Almost by definition, opponents of the Vikings were ill-prepared to fight a force that struck at will, with no warning. European countries with a weak system of government would be unable to organize a suitable response and would naturally suffer the most to Viking raiders. Viking raiders always had the option to fall back in the face of a superior force or stubborn defence and then reappear to attack other locations or retreat to their bases in what is now Sweden, Denmark, Norway and their Atlantic colonies. As time went on, Viking raids became more sophisticated, with coordinated strikes involving multiple forces and large armies, as the "Great Heathen Army" that ravaged Anglo-Saxon England in the 9th century. In time, the Vikings began to hold on to the areas they raided, first wintering and then consolidating footholds for further expansion later.
With the growth of centralized authority in the Scandinavian region, Viking raids, always an expression of "private enterprise", ceased and the raids became pure voyages of conquest. In 1066, King Harald Hardråde of Norway invaded England, only to be defeated by Harold Godwinson, who in turn was defeated by William of Normandy, descendant of the Viking Rollo, who had accepted Normandy as a fief from the Frankish king. The three rulers had their claims to the English crown (Harald probably primarily on the overlord-ship of Northumbria) and it was this that motivated the battles rather than the lure of plunder.
At that point, the Scandinavians had entered their medieval period and consolidated their kingdoms of Denmark, Norway, and Sweden. This period marks the end of significant raider activity both for plunder or conquest. The resurgence of centralized authority throughout Europe limited opportunities for traditional raiding expeditions in the West, whilst the Christianisation of the Scandinavian kingdoms themselves encouraged them to direct their attacks against the still predominantly pagan regions of the eastern Baltic. The Scandinavians started adapting more continental European ways, whilst retaining an emphasis on naval power – the "Viking" clinker-built warship was used in the war until the 14th century at least. However, developments in shipbuilding elsewhere removed the advantage the Scandinavian countries had previously enjoyed at sea, whilst castle building throughout frustrated and eventually ended Viking raids. Natural trading and diplomatic links between Scandinavia and Continental Europe ensured that the Scandinavians kept up to date with continental developments in warfare.
The Scandinavian armies of the High Middle Ages followed the usual pattern of the Northern European armies, but with a stronger emphasis on infantry. The terrain of Scandinavia favoured heavy infantry, and whilst the nobles fought mounted in the continental fashion, the Scandinavian peasants formed a well-armed and well-armoured infantry, of which approximately 30% to 50% would be archers or crossbowmen. The crossbow, the flatbow and the longbow were especially popular in Sweden and Finland. The chainmail, the lamellar armour and the coat of plates were the usual Scandinavian infantry armour before the era of plate armour.
By 1241, having conquered large parts of Russia, the Mongols continued the invasion of Europe with a massive three-pronged advance, following the fleeing Cumans, who had established an uncertain alliance with King Bela IV of Hungary. They first invaded Poland, and finally, Hungary, culminating in the crushing defeat of the Hungarians in the Battle of Mohi. The Mongol aim seems to have consistently been to defeat the Hungarian-Cuman alliance. The Mongols raided across the borders to Austria and Bohemia in the summer when the Great Khan died, and the Mongol princes returned home to elect a new Great Khan.
The Golden Horde would frequently clash with Hungarians, Lithuanians and Poles in the thirteenth century, with two large raids in the 1260s and 1280s respectively. In 1284 the Hungarians repelled the last major raid into Hungary, and in 1287 the Poles repelled a raid against them. The instability in the Golden Horde seems to have quieted the western front of the Horde. Also, the large scale invasions and raiding that had previously characterized the expansion of the Mongols was cut short probably in some part due to the death of the last great Mongol leader, Tamerlane.
The Hungarians and Poles had responded to the mobile threat by extensive fortification-building, army reform in the form of better-armoured cavalry, and refusing battle unless they could control the site of the battlefield to deny the Mongols local superiority. The Lithuanians relied on their forested homelands for defence and used their cavalry for raiding into Mongol-dominated Russia. When attacking fortresses they would launch dead or diseased animals into fortresses to help spread disease.
An early Turkic group, the Seljuks, were known for their cavalry archers. These fierce nomads were often raiding empires, such as the Byzantine Empire, and they scored several victories using mobility and timing to defeat the heavy cataphracts of the Byzantines.
One notable victory was at Manzikert, where conflict among the generals of the Byzantines gave the Turks the perfect opportunity to strike. They hit the cataphracts with arrows, and outmanoeuvred them, then rode down their less mobile infantry with light cavalry that used scimitars. When gunpowder was introduced, the Ottoman Turks of the Ottoman Empire hired the mercenaries that used the gunpowder weapons and obtained their instruction for the Janissaries. Out of these Ottoman soldiers rose the Janissaries ("yeni ceri"; "new soldier"), from which they also recruited many of their heavy infantry. Along with the use of cavalry and early grenades, the Ottomans mounted an offensive in the early Renaissance period and attacked Europe, taking Constantinople by massed infantry assaults.
Like many other nomadic peoples, the Turks featured a core of heavy cavalry from the upper classes. These evolved into the Sipahis (feudal landholders similar to western knights and Byzantine "pronoiai") and Qapukulu ("door slaves", taken from youth like Janissaries and trained to be royal servants and elite soldiers, mainly cataphracts).
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https://en.wikipedia.org/wiki?curid=20503
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Magnetic tape
Magnetic tape is a medium for magnetic recording, made of a thin, magnetizable coating on a long, narrow strip of plastic film. It was developed in Germany in 1928, based on magnetic wire recording. Devices that record and playback audio and video using magnetic tape are tape recorders and video tape recorders respectively. A device that stores computer data on magnetic tape is known as a tape drive.
Magnetic tape revolutionized sound recording and reproduction and broadcasting. It allowed radio, which had always been broadcast live, to be recorded for later or repeated airing. It allowed gramophone records to be recorded in multiple parts, which were then mixed and edited with tolerable loss in quality. It was a key technology in early computer development, allowing unparalleled amounts of data to be mechanically created, stored for long periods, and rapidly accessed.
In recent decades, other technologies have been developed that can perform the functions of magnetic tape. In many cases, these technologies have replaced tape. Despite this, innovation in the technology continues, and Sony and IBM continue to produce new magnetic tape drives. Linear Tape-Open is a magnetic tape-based medium used in computer systems for data backup, since it provides large capacities at a low cost, and works differently than common hard drives or solid-state drives, reducing the chance of it failing due to similar reasons.
Over time, magnetic tape made in the 1970s and 1980s can suffer from a type of deterioration called sticky-shed syndrome. It is caused by hydrolysis of the binder in the tape and can render the tape unusable.
The of a tape is the surface that can be magnetically manipulated by a tape head. This is the side that stores the information, the opposite side is simply a "substrate" to give the tape strength and flexibility. The name originates from the fact that the magnetic side of most tapes is typically made of iron oxide, though chromium is used for some tapes. An adhesive "binder" between the oxide and the substrate holds the two sides together.
In all tape formats, a tape drive uses motors to wind the tape from one reel to another, passing over tape heads to read, write or erase as it moves.
Magnetic tape was invented for recording sound by Fritz Pfleumer in 1928 in Germany, based on the invention of magnetic wire recording by Oberlin Smith in 1888 and Valdemar Poulsen in 1898. Pfleumer's invention used a ferric oxide () powder coating on a long strip of paper. This invention was further developed by the German electronics company AEG, which manufactured the recording machines and BASF, at the time a division of IG Farben, which manufactured the tape. In 1933, working for AEG, Eduard Schuller developed the ring-shaped tape head. Previous head designs were needle-shaped and tended to shred the tape. Another important discovery made in this period was the technique of AC biasing, which improved the fidelity of the recorded audio signal by increasing the effective linearity of the recording medium.
Due to the escalating political tensions, and the outbreak of World War II, these developments in Germany were largely kept secret. Although the Allies knew from their monitoring of Nazi radio broadcasts that the Germans had some new form of recording technology, its nature was not discovered until the Allies acquired German recording equipment as they invaded Europe at the end of the war. It was only after the war that Americans, particularly Jack Mullin, John Herbert Orr, and Richard H. Ranger, were able to bring this technology out of Germany and develop it into commercially viable formats. Bing Crosby, an early adopter of the technology, made a large investment in the tape hardware manufacturer Ampex.
A wide variety of audio tape recorders and formats have been developed since, most significantly reel-to-reel and Compact Cassette.
Digital recording to flash memory and hard disk has largely supplanted magnetic tape for most purposes. However "tape" as a verb and as a noun has remained the common parlance for the recording process.
Some magnetic tape-based formats are listed below:
The practice of recording and editing audio using magnetic tape rapidly established itself as an obvious improvement over previous methods. Many saw the potential of making the same improvements in recording the video signals used by television. Video signals use more bandwidth than audio signals. Existing audio tape recorders could not practically capture a video signal. Many set to work on resolving this problem. Jack Mullin (working for Bing Crosby) and the BBC both created crude working systems that involved moving the tape across a fixed tape head at very high speeds. Neither system saw much use. It was the team at Ampex, led by Charles Ginsburg, that made the breakthrough of using a spinning recording head and normal tape speeds to achieve a very high head-to-tape speed that could record and reproduce the high bandwidth signals of video. The Ampex system was called Quadruplex and used tape, mounted on reels like audio tape, which wrote the signal in what is now called "transverse scan".
Later improvements by other companies, particularly Sony, led to the development of helical scan and the enclosure of the tape reels in an easy-to-handle videocassette cartridge. Nearly all modern videotape systems use helical scan and cartridges. Videocassette recorders used to be common in homes and television production facilities, but many functions of the VCR have been replaced with more modern technology. Since the advent of digital video and computerized video processing, optical disc media and digital video recorders can now perform the same role as videotape. These devices also offer improvements like random access to any scene in the recording and the ability to pause a live program and have replaced videotape in many situations.
Some magnetic tape-based formats are listed below:
Magnetic tape was first used to record computer data in 1951 on the Eckert-Mauchly UNIVAC I. The system's UNISERVO I tape drive used a thin strip of one half inch (12.65 mm) wide metal, consisting of nickel-plated bronze (called Vicalloy). Recording density was 100 characters per inch (39.37 characters/cm) on eight tracks.
Early IBM 7 track tape drives were floor-standing and used vacuum columns to mechanically buffer long U-shaped loops of tape. The two tape reels visibly fed tape through the columns, intermittently spinning 10.5 inch open reels in rapid, unsynchronized bursts, resulting in visually striking action. Stock shots of such vacuum-column tape drives in motion were widely used to represent mainframe computers in movies and television.
Most modern magnetic tape systems use reels that are much smaller than the 10.5 inch open reels and are fixed inside a cartridge to protect the tape and facilitate handling. Many late 1970s and early 1980s home computers used Compact Cassettes, encoded with the Kansas City standard, or alternate encodings. Modern cartridge formats include LTO, DLT, and DAT/DDC.
Tape remains a viable alternative to disk in some situations due to its lower cost per bit. This is a large advantage when dealing with large amounts of data. Though the areal density of tape is lower than for disk drives, the available surface area on a tape is far greater. The highest capacity tape media are generally on the same order as the largest available disk drives (about 5 TB in 2011). Tape has historically offered enough advantage in cost over disk storage to make it a viable product, particularly for backup, where media removability is necessary.
Tape has the benefit of a comparatively long duration during which the media can be guaranteed to retain the data stored on the media. Fifteen (15) to thirty (30) years of archival data storage is cited by manufacturers of modern data tape such as Linear Tape-Open media.
In 2002, Imation received a US$11.9 million grant from the U.S. National Institute of Standards and Technology for research into increasing the data capacity of magnetic tape.
In 2014, Sony and IBM announced that they had been able to record 148 gigabits per square inch with magnetic tape media developed using a new vacuum thin-film forming technology able to form extremely fine crystal particles, allowing true tape capacity of 185 TB.
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https://en.wikipedia.org/wiki?curid=20505
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MeatballWiki
MeatballWiki was a wiki dedicated to online communities, network culture, and hypermedia.
According to founder Sunir Shah, it ran on "a hacked-up version of UseModWiki". In April 2013, after several spam attacks and a period of downtime, the site was made read-only.
MeatballWiki was started in 2000 by Sunir Shah, a forum administrator from Ontario, Canada, on Clifford Adams's Internet domain usemod.com. MeatballWiki was created as a place for discussion about Ward Cunningham's WikiWikiWeb and its operation, which were beyond the scope of WikiWikiWeb. As Sunir Shah stated in the WikiWikiWeb page referring to MeatballWiki: "Community discussions about how to run the community itself should be left here. Abstract discussions, or objective analyses of community are encouraged on MeatballWiki." Shah created this site "as a friendly fork of WikiWikiWeb." About the Meatball project, the website says: "The web, and media like it, looks like a big bowl of meatball spaghetti. You've got content--the meatballs--linked together with the spaghetti."
The original intent of MeatballWiki was to offer observations and opinions about wikis and their online communities, with the intent of helping online communities, culture and hypermedia. Being a community about communities, MeatballWiki became the launching point for other wiki-based projects and a general resource for broader wiki concepts, reaching "cult status". It describes the general tendencies observed on wikis and other on-line communities, for example the life cycles of wikis and people's behavior on them.
What differentiates MeatballWiki from many online meta-communities is that participants spend much of their time talking about sociology rather than technology, and when they do talk about technology, they do so in a social context.
The MeatballWiki members created a "bus tour" through existing wikis.
Barnstars - badges that wiki editors use to express appreciation for another editor's work - were invented on MeatballWiki and adapted by Wikipedia in 2003.
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https://en.wikipedia.org/wiki?curid=20512
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Marrakesh
Marrakesh ( or ; "Murrākuš"; , ) is the fourth largest city in the Kingdom of Morocco. It is the capital of the mid-southwestern region of Marrakesh-Safi. It is west of the foothills of the Atlas Mountains. Marrakesh is southwest of Tangier, southwest of the Moroccan capital of Rabat, south of Casablanca, and northeast of Agadir.
The region has been inhabited by Berber farmers since Neolithic times. The city was founded in 1062, by Abu Bakr ibn Umar, a chieftain and cousin of the Almoravid king, Yusuf ibn Tashfin, as the imperial capital of the Almoravid Empire. The city was one of Morocco's four imperial cities. In the 12th century, the Almoravids built many madrasas (Quranic schools) and mosques in Marrakesh that bear Andalusian influences. The red walls of the city, built by Ali ibn Yusuf in 1122–1123, and various buildings constructed in red sandstone during this period, have given the city the nickname of the "Red City" () or "Ochre City" (). Marrakesh grew rapidly and established itself as a cultural, religious, and trading center for the Maghreb and sub-Saharan Africa. Jemaa el-Fnaa is the busiest square in Africa.
After a period of decline, the city was surpassed by Fez, but in the early 16th century, Marrakesh again became the capital of the kingdom. The city regained its preeminence under wealthy Saadian sultans Abu Abdallah al-Qaim and Ahmad al-Mansur, who embellished the city with sumptuous palaces such as the El Badi Palace (1578) and restored many ruined monuments. Beginning in the 17th century, the city became popular among Sufi pilgrims for its seven patron saints who are entombed here. In 1912 the French Protectorate in Morocco was established and T'hami El Glaoui became Pasha of Marrakesh and held this position nearly throughout the protectorate until the role was dissolved upon the independence of Morocco and the reestablishment of the monarchy in 1956. In 2009, Marrakesh mayor Fatima Zahra Mansouri became the second woman to be elected mayor in Morocco.
Marrakesh comprises an old fortified city packed with vendors and their stalls. This medina quarter is a UNESCO World Heritage Site. Today it is one of the busiest cities in Africa and serves as a major economic center and tourist destination. Tourism is strongly advocated by the reigning Moroccan monarch, Mohammed VI, with the goal of doubling the number of tourists visiting Morocco to 20 million by 2020. Despite the economic recession, real estate and hotel development in Marrakesh have grown dramatically in the 21st century. Marrakesh is particularly popular with the French, and numerous French celebrities own property in the city. Marrakesh has the largest traditional market ("souk") in Morocco, with some 18 "souks" selling wares ranging from traditional Berber carpets to modern consumer electronics. Crafts employ a significant percentage of the population, who primarily sell their products to tourists.
Marrakesh is served by Ménara International Airport and by Marrakesh railway station which connects the city to Casablanca and northern Morocco. Marrakesh has several universities and schools, including Cadi Ayyad University. A number of Moroccan football clubs are here, including Najm de Marrakech, KAC Marrakech, Mouloudia de Marrakech and Chez Ali Club de Marrakech. The Marrakesh Street Circuit hosts the World Touring Car Championship, Auto GP and FIA Formula Two Championship races.
The exact meaning of the name is debated. One possible origin of the name Marrakesh is from the Berber (Amazigh) words "amur (n) akush" (ⴰⵎⵓⵔ ⵏ ⴰⴽⵓⵛ), which means "Land of God". According to historian Susan Searight, however, the town's name was first documented in an 11th-century manuscript in the Qarawiyyin library in Fez, where its meaning was given as "country of the sons of Kush". The word "mur" is used now in Berber mostly in the feminine form "tamurt". The same word "mur" appears in Mauretania, the North African kingdom from antiquity, although the link remains controversial as this name possibly originates from μαύρος "mavros", the ancient Greek word for black. The common English spelling is "Marrakesh", although "Marrakech" (the French spelling) is also widely used. The name is spelt "Mṛṛakc" in the Berber Latin alphabet, "Marraquexe" in Portuguese, "Marraquech" in Spanish, and "Mer-raksh" in Moroccan Arabic.
From medieval times until around the beginning of the 20th century, the entire country of Morocco was known as the "Kingdom of Marrakesh", as the kingdom's historic capital city was often Marrakesh. The name for Morocco is still "Marrakesh" to this day in Persian and Urdu (مراكش) as well as many other South Asian languages. Various European names for Morocco (Marruecos, Marrocos, Maroc, Marokko, etc.) are directly derived from the Berber word "Murakush". Conversely, the city itself was in earlier times simply called "Marocco City" (or similar) by travelers from abroad. The name of the city and the country diverged after the Treaty of Fez divided Morocco into a French protectorate in Morocco and Spanish protectorate in Morocco, but the old interchangeable usage lasted widely until about the interregnum of Mohammed Ben Aarafa (1953–1955). The latter episode set in motion the country's return to independence, when Morocco officially became "al-Mamlaka al-Maġribiyya" (المملكة المغربية) ("The Maghreb Kingdom"), its name no longer referring to the city of Marrakesh. Marrakesh is known by a variety of nicknames, including the "Red City", the "Ochre City" and "the Daughter of the Desert", and has been the focus of poetic analogies such as one comparing the city to "a drum that beats an African identity into the complex soul of Morocco."
The Marrakesh area was inhabited by Berber farmers from Neolithic times, and numerous stone implements have been unearthed in the area. Marrakesh was founded in 1062 (454 in the Hijri calendar) by Abu Bakr ibn Umar, chieftain and second cousin of the Almoravid king Yusuf ibn Tashfin (c. 1061–1106). Under the berber dynasty of the Almoravids, pious and learned warriors from the desert, numerous mosques and madrasas (Quranic schools) were built, developing the community into a trading centre for the Maghreb and sub-Saharan Africa. Marrakesh grew rapidly and established itself as a cultural and religious centre, supplanting Aghmat, which had long been the capital of Haouz. Andalusian craftsmen from Cordoba and Seville built and decorated numerous palaces in the city, developing the Umayyad style characterised by carved domes and cusped arches. This Andalusian influence merged with designs from the Sahara and West Africa, creating a unique style of architecture which was fully adapted to the Marrakesh environment. Yusuf ibn Tashfin completed the city's first mosque (the Ben Youssef mosque, named after his son), built houses, minted coins, and brought gold and silver to the city in caravans. The city became the capital of the Almoravid Emirate, stretching from the shores of Senegal to the centre of Spain and from the Atlantic coast to Algiers.
Marrakesh is one of the great citadels of the Muslim world. The city was fortified by Tashfin's son, Ali ibn Yusuf, who in 1122–1123 built the ramparts which remain to this day, completed further mosques and palaces, and developed an underground water system in the city known as the "rhettara" to irrigate his new garden. In 1125, the preacher Ibn Tumert settled in Tin Mal in the mountains to the south of Marrakesh. He preached against the Almoravids and influenced a revolt which succeeded in bringing about the fall of nearby Aghmat, but stopped short of bringing down Marrakesh following an unsuccessful siege in 1130. The Almohads, Masmouda tribesmen from the High Atlas mountains who practiced orthodox Islam, took the city in 1147 under leader Abd al-Mu'min. After a long siege and the killing of some 7,000 people, the last of the Almoravids were exterminated apart from those who sought exile in the Balearic Islands. As a result, almost all the city's monuments were destroyed. The Almohads constructed a range of palaces and religious buildings, including the famous Koutoubia Mosque (1184–1199), and built upon the ruins of an Almoravid palace. It was a twin of the Giralda in Seville and the unfinished Hassan Tower in Rabat, all built by the same designer. The Kasbah housed the residence of the caliph, a title borne by the Almohad rulers from the reign of Abd al-Mu'min, rivaling the far eastern Abbasid Caliphate. The Kasbah was built by the caliph Yaqub al-Mansur. The irrigation system was perfected to provide water for new palm groves and parks, including the Menara Garden. As a result of its cultural reputation, Marrakesh attracted many writers and artists, especially from Andalusia, including the famous philosopher Averroes of Cordoba.
The death of Yusuf II in 1224 began a period of instability. Marrakesh became the stronghold of the Almohad tribal sheikhs and the "ahl ad-dar" (descendants of Ibn Tumart), who sought to claw power back from the ruling Almohad family. Marrakesh was taken, lost and retaken by force multiple times by a stream of caliphs and pretenders, such as during the brutal seizure of Marrakesh by the Sevillan caliph Abd al-Wahid II al-Ma'mun in 1226, which was followed by a massacre of the Almohad tribal sheikhs and their families and a public denunciation of Ibn Tumart's doctrines by the caliph from the pulpit of the Kasbah Mosque. After al-Ma'mun's death in 1232, his widow attempted to forcibly install her son, acquiring the support of the Almohad army chiefs and Spanish mercenaries with the promise to hand Marrakesh over to them for the sack. Hearing of the terms, the people of Marrakesh sought to make an agreement with the military captains and saved the city from destruction with a sizable payoff of 500,000 dinars. In 1269, Marrakesh was conquered by nomadic Zenata tribes who overran the last of the Almohads. The city then fell into a state of decline, which soon led to the loss of its status as capital to rival city Fez.
In the early 16th century, Marrakesh again became the capital of the kingdom, after a period when it was the seat of the Hintata emirs. It quickly reestablished its status, especially during the reigns of the Saadian sultans Abu Abdallah al-Qaim and Ahmad al-Mansur. Thanks to the wealth amassed by the Sultans, Marrakesh was embellished with sumptuous palaces while its ruined monuments were restored. El Badi Palace, built by Ahmad al-Mansur in 1578, was a replica of the Alhambra Palace, made with costly and rare materials including marble from Italy, gold dust from Sudan, porphyry from India and jade from China. The palace was intended primarily for hosting lavish receptions for ambassadors from Spain, England, and the Ottoman Empire, showcasing Saadian Morocco as a nation whose power and influence reached as far as the borders of Niger and Mali. Under the Saadian dynasty, Marrakesh regained its former position as a point of contact for caravan routes from the Maghreb, the Mediterranean and sub-Saharan Africa.
For centuries Marrakesh has been known as the location of the tombs of Morocco's seven patron saints ("sebaatou rizjel"). When sufism was at the height of its popularity during the late 17th-century reign of Moulay Ismail, the festival of these saints was founded by Abu Ali al-Hassan al-Yusi at the request of the sultan. The tombs of several renowned figures were moved to Marrakesh to attract pilgrims, and the pilgrimage associated with the seven saints is now a firmly established institution. Pilgrims visit the tombs of the saints in a specific order, as follows: Sidi Yusuf Ali Sanhaji (1196–97), a leper; Qadi Iyyad or qadi of Ceuta (1083–1149), a theologian and author of Ash-Shifa (treatises on the virtues of Muhammad); Sidi Bel Abbas (1130–1204), known as the patron saint of the city and most revered in the region; Sidi Muhammad al-Jazuli (1465), a well known Sufi who founded the Jazuli brotherhood; Abdelaziz al-Tebaa (1508), a student of al-Jazuli; Abdallah al-Ghazwani (1528), known as Moulay al-Ksour; and Sidi Abu al-Qasim Al-Suhayli, (1185), also known as Imam al-Suhayli. Until 1867, European Christians were not authorized to enter the city unless they acquired special permission from the sultan; east European Jews were permitted.
During the early 20th century, Marrakesh underwent several years of unrest. After the premature death in 1900 of the grand vizier Ba Ahmed, who had been designated regent until the designated sultan Abd al-Aziz became of age, the country was plagued by anarchy, tribal revolts, the plotting of feudal lords, and European intrigues. In 1907, Marrakesh caliph Moulay Abd al-Hafid was proclaimed sultan by the powerful tribes of the High Atlas and by Ulama scholars who denied the legitimacy of his brother, Abd al-Aziz. It was also in 1907 that Dr. Mauchamp, a French doctor, was murdered in Marrakesh, suspected of spying for his country. France used the event as a pretext for sending its troops from the eastern Moroccan town of Oujda to the major metropolitan center of Casablanca in the west. The French colonial army encountered strong resistance from Ahmed al-Hiba, a son of Sheikh Ma al-'Aynayn, who arrived from the Sahara accompanied by his nomadic Reguibat tribal warriors. On 30 March 1912, the French Protectorate in Morocco was established. After the Battle of Sidi Bou Othman, which saw the victory of the French Mangin column over the al-Hiba forces in September 1912, the French seized Marrakesh. The conquest was facilitated by the rallying of the Imzwarn tribes and their leaders from the powerful Glaoui family, leading to a massacre of Marrakesh citizens in the resulting turmoil.
T'hami El Glaoui, known as "Lord of the Atlas", became Pasha of Marrakesh, a post he held virtually throughout the 44-year duration of the Protectorate (1912–1956). Glaoui dominated the city and became famous for his collaboration with the general residence authorities, culminating in a plot to dethrone Mohammed Ben Youssef (Mohammed V) and replace him with the Sultan's cousin, Ben Arafa. Glaoui, already known for his amorous adventures and lavish lifestyle, became a symbol of Morocco's colonial order. He could not, however, subdue the rise of nationalist sentiment, nor the hostility of a growing proportion of the inhabitants. Nor could he resist pressure from France, who agreed to terminate its Moroccan Protectorate in 1956 due to the launch of the Algerian War (1954–1962) immediately following the end of the war in Indochina (1946–1954), in which Moroccans had been conscripted to fight in Vietnam on behalf of the French Army. After two successive exiles to Corsica and Madagascar, Mohammed Ben Youssef was allowed to return to Morocco in November 1955, bringing an end to the despotic rule of Glaoui over Marrakesh and the surrounding region. A protocol giving independence to Morocco was then signed on 2 March 1956 between French Foreign Minister Christian Pineau and M’Barek Ben Bakkai.
Since the independence of Morocco, Marrakesh has thrived as a tourist destination. In the 1960s and early 1970s, the city became a trendy "hippie mecca". It attracted numerous western rock stars and musicians, artists, film directors and actors, models, and fashion divas, leading tourism revenues to double in Morocco between 1965 and 1970. Yves Saint Laurent, The Beatles, The Rolling Stones and Jean-Paul Getty all spent significant time in the city; Laurent bought a property here and renovated the Majorelle Gardens. Expatriates, especially those from France, have invested heavily in Marrakesh since the 1960s and developed many of the "riads" and palaces. Old buildings were renovated in the Old Medina, new residences and commuter villages were built in the suburbs, and new hotels began to spring up.
United Nations agencies became active in Marrakesh beginning in the 1970s, and the city's international political presence has subsequently grown. In 1985, UNESCO declared the old town area of Marrakesh a UNESCO World Heritage Site, raising international awareness of the cultural heritage of the city. In the 1980s, Patrick Guerand-Hermes purchased the Ain el Quassimou, built by the family of Leo Tolstoy. On 15 April 1994, the Marrakesh Agreement was signed here to establish the World Trade Organisation, and in March 1997 Marrakesh served as the site of the World Water Council's first World Water Forum, which was attended by over 500 international participants.
From November 7 to 18, 2016, the city of Marrakesh was host to the meeting of United Nations Framework Convention on Climate Change (UNFCCC), known as the 22nd Session of the Conference of the Parties, or COP 22. Also known as 2016 United Nations Climate Change Conference it also served as the first meeting of the governing body of the Paris Agreement, known by the acronym CMA1. The UNFCCC secretariat (UN Climate Change) was established in 1992 when countries adopted the UNFCCC. In recent years, the secretariat also supports the Marrakech Partnership for Global Climate Action, agreed by governments to signal that successful climate action requires strong support from a wide range of actors, including regions, cities, business, investors and all parts of civil society. Commencing six months ahead of the start of the UN Climate Change Conference in Marrakesh, construction work at the Bab Ighli site was launched. The site was composed of two zones. The “Blue Zone”, placed under the authority of the United Nations, and spanning 154,000 m2 and consisting notably of two plenary rooms, 30 conference and meeting rooms for negotiators and 10 meeting rooms reserved for observers. The second zone, the "Green Zone", was reserved for non-state actors, NGOs, private companies, state institutions and organizations, and local authorities within two areas (“civil society” and “innovations”) each measuring 12,000 m2. The area will also include spaces dedicated to exhibitions and restaurants. The total surface of the Bab Ighli site will be 223,647 m2 (more than 80,000 m2 covered by a roof).
In the 21st century, property and real estate development in the city has boomed, with a dramatic increase in new hotels and shopping centres, fuelled by the policies of Mohammed VI of Morocco, who aims to increase the number of tourists annually visiting Morocco to 20 million by 2020. In 2010, a major gas explosion occurred in the city. On 28 April 2011, a bomb attack took place in the Jemaa el-Fnaa square, killing 15 people, mainly foreigners. The blast destroyed the nearby Argana Cafe. Police sources arrested three suspects and claimed the chief suspect was loyal to Al-Qaeda, although Al-Qaeda in the Islamic Maghreb denied involvement. In November 2016 the city hosted the 2016 United Nations Climate Change Conference.
By road, Marrakesh is southwest of Tangier, southwest of the Moroccan capital of Rabat, southwest of Casablanca, southwest of Beni Mellal, east of Essaouira, and northeast of Agadir. The city has expanded north from the old centre with suburbs such as Daoudiat, Diour El Massakine, Sidi Abbad, Sakar and Amerchich, to the southeast with Sidi Youssef Ben Ali, to the west with Massira and Targa, and southwest to M'hamid beyond the airport. On the P2017 road leading south out of the city are large villages such as Douar Lahna, Touggana, Lagouassem, and Lahebichate, leading eventually through desert to the town of Tahnaout at the edge of the High Atlas, the highest mountainous barrier in North Africa. The average elevation of the snow-covered High Atlas lies above . It is mainly composed of Jurassic limestone. The mountain range runs along the Atlantic coast, then rises to the east of Agadir and extends northeast into Algeria before disappearing into Tunisia.
The Ourika River valley is about south of Marrakesh. The "silvery valley of the Ourika river curving north towards Marrakesh", and the "red heights of Jebel Yagour still capped with snow" to the south are sights in this area. David Prescott Barrows, who describes Marrakesh as Morocco's "strangest city", describes the landscape in the following terms: "The city lies some fifteen or twenty miles [25–30 km] from the foot of the Atlas mountains, which here rise to their grandest proportions. The spectacle of the mountains is superb. Through the clear desert air the eye can follow the rugged contours of the range for great distances to the north and eastward. The winter snows mantle them with white, and the turquoise sky gives a setting for their grey rocks and gleaming caps that is of unrivaled beauty."
With 130,000 hectares of greenery and over 180,000 palm trees in its Palmeraie, Marrakesh is an oasis of rich plant variety. Throughout the seasons, fragrant orange, fig, pomegranate and olive trees display their color and fruits in Agdal Garden, Menara Garden and other gardens in the city. The city's gardens feature numerous native plants alongside other species that have been imported over the course of the centuries, including giant bamboos, yuccas, papyrus, palm trees, banana trees, cypress, philodendrons, rose bushes, bougainvilleas, pines and various kinds of cactus plants.
A hot semi-arid climate (Köppen climate classification "BSh") predominates at Marrakesh. Average temperatures range from in the winter to in the summer. The relatively wet winter and dry summer precipitation pattern of Marrakesh mirrors precipitation patterns found in Mediterranean climates. However, the city receives less rain than is typically found in a Mediterranean climate, resulting in a semi-arid climate classification. Between 1961 and 1990 the city averaged of precipitation annually. Barrows says of the climate, "The region of Marrakesh is frequently described as desert in character, but, to one familiar with the southwestern parts of the United States, the locality does not suggest the desert, but rather an area of seasonal rainfall, where moisture moves underground rather than by surface streams, and where low brush takes the place of the forests of more heavily watered regions. The location of Marrakesh on the north side of the Atlas, rather than the south, prevents it from being described as a desert city, but it remains the northern focus of the Saharan lines of communication, and its history, its types of dwellers, and its commerce and arts, are all related to the great south Atlas spaces that reach further into the Sahara desert."
According to the 2014 census, the population of Marrakesh was 928,850 against 843,575 in 2004. The number of households in 2014 was 217,245 against 173,603 in 2004.
Marrakesh is a vital component to the economy and culture of Morocco. Improvements to the highways from Marrakesh to Casablanca, Agadir and the local airport have led to a dramatic increase in tourism in the city, which now attracts over two million tourists annually. Because of the importance of tourism to Morocco's economy, King Mohammed VI has vowed to attract 20 million tourists a year to Morocco by 2020, doubling the number of tourists from 2012. The city is popular with the French, and many French celebrities have bought property in the city, including fashion moguls Yves St Laurent and Jean-Paul Gaultier. In the 1990s very few foreigners lived in the city, but real estate developments have dramatically increased in the last 15 years; by 2005 over 3,000 foreigners had purchased properties in the city, lured by its culture and the relatively cheap house prices. It has been cited in French weekly magazine "Le Point" as the second St Tropez: "No longer simply a destination for a scattering of adventurous elites, bohemians or backpackers seeking Arabian Nights fantasies, Marrakech is becoming a desirable stopover for the European jet set." However, despite the tourism boom, the majority of the city's inhabitants are still poor, and , some 20,000 households still have no access to water or electricity. Many enterprises in the city are facing colossal debt problems.
Despite the global economic crisis that began in 2007, investments in real estate progressed substantially in 2011 both in the area of tourist accommodation and social housing. The main developments have been in facilities for tourists including hotels and leisure centres such as golf courses and health spas, with investments of 10.9 billion dirham (US$1.28 billion) in 2011. The hotel infrastructure in recent years has experienced rapid growth. In 2012, alone, 19 new hotels were scheduled to open, a development boom often compared to Dubai. Royal Ranches Marrakech, one of Gulf Finance House's flagship projects in Morocco, is a resort under development in the suburbs and one of the world's first five star Equestrian Resorts. The resort is expected to make a significant contribution to the local and national economy, creating many jobs and attracting thousands of visitors annually; as of April 2012 it was about 45% complete.
The Avenue Mohammed VI, formerly Avenue de France, is a major city thoroughfare. It has seen rapid development of residential complexes and many luxury hotels. Avenue Mohammed VI contains what is claimed to be Africa's largest nightclub: Pacha Marrakech, a trendy club that plays house and electro house music. It also has two large cinema complexes, Le Colisée à Gueliz and Cinéma Rif, and a new shopping precinct, Al Mazar.
Trade and crafts are extremely important to the local tourism-fueled economy. There are 18 "souks" in Marrakesh, employing over 40,000 people in pottery, copperware, leather and other crafts. The "souks" contain a massive range of items from plastic sandals to Palestinian-style scarves imported from India or China. Local boutiques are adept at making western-style clothes using Moroccan materials. The "Birmingham Post" comments: "The "souk" offers an incredible shopping experience with a myriad of narrow winding streets that lead through a series of smaller markets clustered by trade. Through the squawking chaos of the poultry market, the gory fascination of the open-air butchers' shops and the uncountable number of small and specialist traders, just wandering around the streets can pass an entire day." Marrakesh has several supermarkets including Marjane Acima, Asswak Salam and Carrefour, and three major shopping centres, Al Mazar Mall, Plaza Marrakech and Marjane Square; a branch of Carrefour opened in Al Mazar Mall in 2010. Industrial production in the city is centred in the neighbourhood of Sidi Ghanem Al Massar, containing large factories, workshops, storage depots and showrooms. Ciments Morocco, a subsidiary of a major Italian cement firm, has a factory in Marrakech. The AeroExpo Marrakech International Exhibition of aeronautical industries and services is held here, as is the Riad Art Expo.
Marrakesh is one of North Africa's largest centers of wildlife trade, despite the illegality of most of this trade. Much of this trade can be found in the medina and adjacent squares. Tortoises are particularly popular for sale as pets, but Barbary macaques and snakes can also be seen. The majority of these animals suffer from poor welfare conditions in these stalls.
Marrakesh, the regional capital, constitutes a prefecture-level administrative unit of Morocco, Marrakech Prefecture, forming part of the region of Marrakech-Safi. Marrakesh is a major centre for law and jurisdiction in Morocco and most of the major courts of the region are here. These include the regional Court of Appeal, the Commercial Court, the Administrative Court, the Court of First Instance, the Court of Appeal of Commerce, and the Administrative Court of Appeal. Numerous organizations of the region are based here, including the regional government administrative offices, the Regional Council of Tourism office, and regional public maintenance organisations such as the Governed Autonomous Water Supply and Electricity and Maroc Telecom.
Testament to Marrakesh's development as a modern city, on 12 June 2009, Fatima-Zahra Mansouri, a then 33-year-old lawyer and daughter of a former assistant to the local authority chief in Marrakesh, was elected the first female mayor of the city, defeating outgoing Mayor Omar Jazouli by 54 votes to 35 in a municipal council vote. Mansouri became the second woman in the history of Morocco to obtain a mayoral position, after Asma Chaabi, mayor of Essaouira. The Secretary General of her Authenticity and Modernity Party (PAM), Mohamed Cheikh Biadillah, stated that "her election reflects the image of a modern Morocco." Her appointment was shrouded in controversy and resulted in her temporarily losing her seat the following month after a court ruled that the election had been fixed. The court found that "some ballots were distributed before the legal date and some vote records were destroyed." Her party called for a 48-hour strike to "protest the plot against the democratic process." On 7 July 2011, Mansouri presented her resignation from the city council of Marrakesh, but reconsidered her decision the next day.
Since the legislative elections in November 2011, the ruling political party in Marrakesh has, for the first time, been the Justice and Development Party or PDJ which also rules at the national level. The party, which advocates Islamism and Islamic democracy, won five seats; the National Rally of Independents (RNI) took one seat, while the PAM won three. In the partial legislative elections for the Guéliz Ennakhil constituency in October 2012, the PDJ under the leadership of Ahmed El Moutassadik was again declared the winner with 10,452 votes. The PAM, largely consisting of friends of King Mohammed VI, came in second place with 9,794 votes.
The Jemaa el-Fnaa is one of the best-known squares in Africa and is the centre of city activity and trade. It has been described as a "world-famous square", "a metaphorical urban icon, a bridge between the past and the present, the place where (spectacularized) Moroccan tradition encounters modernity." It has been part of the UNESCO World Heritage site since 1985. The name roughly means "the assembly of trespassers" or malefactors. Jemaa el-Fnaa was renovated along with much of the Marrakech city, whose walls were extended by Abu Yaqub Yusuf and particularly by Yaqub al-Mansur in 1147–1158. The surrounding mosque, palace, hospital, parade ground and gardens around the edges of the marketplace were also overhauled, and the Kasbah was fortified. Subsequently, with the fluctuating fortunes of the city, Jemaa el-Fnaa saw periods of decline and renewal.
Historically this square was used for public decapitations by rulers who sought to maintain their power by frightening the public. The square attracted dwellers from the surrounding desert and mountains to trade here, and stalls were raised in the square from early in its history. The square attracted tradesmen, snake charmers ("wild, dark, frenzied men with long disheveled hair falling over their naked shoulders"), dancing boys of the Chleuh Atlas tribe, and musicians playing pipes, tambourines and African drums. Richard Hamilton said that Jemaa el-Fnaa once "reeked of Berber particularism, of backward-looking, ill-educated countrymen, rather than the reformist, pan-Arab internationalism and command economy that were the imagined future." Today the square attracts people from a diversity of social and ethnic backgrounds and tourists from all around the world. Snake charmers, acrobats, magicians, mystics, musicians, monkey trainers, herb sellers, story-tellers, dentists, pickpockets, and entertainers in medieval garb still populate the square.
Marrakesh has the largest traditional market in Morocco and the image of the city is closely associated with its "souks". Paul Sullivan cites the "souks" as the principal shopping attraction in the city: "A honeycomb of intricately connected alleyways, this fundamental section of the old city is a micro-medina in itself, comprising a dizzying number of stalls and shops that range from itsy kiosks no bigger than an elf's wardrobe to scruffy store-fronts that morph into glittering Aladdin's Caves once you're inside." Historically the souks of Marrakesh were divided into retail areas for particular goods such as leather, carpets, metalwork and pottery. These divisions still roughly exist but with significant overlap. Many of the souks sell items like carpets and rugs, traditional Muslim attire, leather bags, and lanterns. Haggling is still a very important part of trade in the souks.
One of the largest "souks" is Souk Semmarine, which sells everything from brightly coloured bejewelled sandals and slippers and leather pouffes to jewellery and kaftans. Souk Ableuh contains stalls which specialize in lemons, chilis, capers, pickles, green, red, and black olives, and mint, a common ingredient of Moroccan cuisine and tea. Similarly, Souk Kchacha specializes in dried fruit and nuts, including dates, figs, walnuts, cashews and apricots. Rahba Qedima contains stalls selling hand-woven baskets, natural perfumes, knitted hats, scarves, tee shirts, Ramadan tea, ginseng, and alligator and iguana skins. Criee Berbiere, to the northeast of this market, is noted for its dark Berber carpets and rugs. Souk Siyyaghin is known for its jewellery, and Souk Smata nearby is noted for its extensive collection of babouches and belts. Souk Cherratine specializes in leatherware, and Souk Belaarif sells modern consumer goods. Souk Haddadine specializes in ironware and lanterns.
Ensemble Artisanal is a government-run complex of small arts and crafts which offers a range of leather goods, textiles and carpets. Young apprentices are taught a range of crafts in the workshop at the back of this complex.
The ramparts of Marrakesh, which stretch for some around the medina of the city, were built by the Almoravids in the 12th century as protective fortifications. The walls are made of a distinct orange-red clay and chalk, giving the city its nickname as the "red city"; they stand up to high and have 20 gates and 200 towers along them. Bab Agnaou was built in the 12th century during the Almohad dynasty. The Berber name Agnaou, like Gnaoua, refers to people of Sub-Saharan African origin (cf. Akal-n-iguinawen – land of the black). The gate was called Bab al Kohl (the word "kohl" also meaning "black") or Bab al Qsar (palace gate) in some historical sources. The corner-pieces are embellished with floral decorations. This ornamentation is framed by three panels marked with an inscription from the Quran in Maghrebi script using foliated Kufic letters, which were also used in Al-Andalus. Bab Agnaou was renovated and its opening reduced in size during the rule of sultan Mohammed ben Abdallah. Bab Aghmat is east of the Jewish and Muslim cemeteries, and is near the tomb of Ali ibn Yusuf. Bab Berrima with its solid towers stands near the Badi Palace. Bab er Robb is a southern exit from the city, near Bab Agnaou. Built in the 12th century, it provides access to roads leading to the mountain towns of Amizmiz and Asni. Bab el Khemis—in the medina's northeastern corner, and so-called for the open-air Thursday market (Souq el Khemis)—is one of the city's main gates and features a man-made spring. Bab Doukkala (in the northwestern part of the city wall) is in general more massive but less ornamented than the other gates; it takes its name from Doukkala area on the Atlantic coast, well to the north of Marrakesh.
The Menara gardens are to the west of the city, at the gates of the Atlas mountains. They were built around 1130 by the Almohad ruler Abd al-Mu'min. The name "menara" derives from the pavilion with its small green pyramid roof ("menzeh"). The pavilion was built during the 16th century Saadi dynasty and renovated in 1869 by sultan Abderrahmane of Morocco, who used to stay here in summertime.
The pavilion and a nearby artificial lake are surrounded by orchards and olive groves. The lake was created to irrigate the surrounding gardens and orchards using a sophisticated system of underground channels called a "qanat". The basin is supplied with water through an old hydraulic system which conveys water from the mountains approximately away from Marrakesh. There is also a small amphitheater and a symmetrical pool where films are screened. Carp fish can be seen in the pond.
The Majorelle Garden, on Avenue Yacoub el Mansour, was at one time the home of the landscape painter Jacques Majorelle. Famed designer Yves Saint Laurent bought and restored the property, which features a stele erected in his memory, and the Museum of Islamic Art, which is housed in a dark blue building. The garden, open to the public since 1947, has a large collection of plants from five continents including cacti, palms and bamboo.
The Agdal Gardens, south of the medina and also built in the 12th century, are royal orchards surrounded by "pise" walls. Measuring in size, the gardens feature citrus, apricot, pomegranate, olive and cypress trees. Sultan Moulay Hassan's harem resided at the Dar al Baida pavilion, which was within these gardens. This site is also known for its historic swimming pool, where a Sultan is said to have drowned.
The Koutoubia Gardens are behind the Koutoubia Mosque. They feature orange and palm trees, and are frequented by storks. The Mamounia Gardens, more than 100 years old and named after Prince Moulay Mamoun, have olive and orange trees as well as a variety of floral displays.
In 2016, artist André Heller opened the acclaimed garden ANIMA near Ourika, which combines a large collection of plants, palms, bamboo and cacti as well as works by Keith Haring, Auguste Rodin, Hans Werner Geerdts and other artists.
The historic wealth of the city is manifested in palaces, mansions and other lavish residences. The main palaces are El Badi Palace, the Royal Palace and Bahia Palace. "Riads" (Moroccan mansions) are common in Marrakesh. Based on the design of the Roman villa, they are characterized by an open central garden courtyard surrounded by high walls. This construction provided the occupants with privacy and lowered the temperature within the building. Buildings of note inside the Medina are Riad Argana, Riad Obry, Riad Enija, Riad el Mezouar, Riad Frans Ankone, Dar Moussaine, Riad Lotus, Riad Elixir, Riad les Bougainvilliers, Riad Dar Foundouk, Dar Marzotto, Dar Darma, and Riad Pinco Pallino. Others of note outside the Medina area include Ksar Char Bagh, Amanjena, Villa Maha, Dar Ahlam, Dar Alhind and Dar Tayda.
The El Badi Palace flanks the eastern side of the Kasbah. It was built by Saadian sultan Ahmad al-Mansur after his success against the Portuguese at the Battle of the Three Kings in 1578. The lavish palace, which took around a quarter of a century to build, was funded by compensation from the Portuguese and African gold and sugar cane revenue. This allowed Carrara marble to be brought from Italy and other materials to be shipped from France, Spain and India. It is a larger version of the Alhambra's Court of the Lions. Although the palace is now a ruin with little left but the outer walls, the site has become the location of the annual Marrakech Folklore Festival and other events.
The Royal Palace, also known as Dar el-Makhzen, is next to the Badi Palace. The Almohads built the palace in the 12th century on the site of their kasba, and it was partly remodeled by the Saadians in the 16th century and the Alaouites in the 17th century. Historically it was one of the palaces owned by the Moroccan king, who employed some of the most talented craftsmen in the city for its construction. The palace is not open to the public, and is now privately owned by French businessman Dominique du Beldi. The rooms are large, with unusually high ceilings for Marrakesh, with "zellij" (elaborate geometric terracotta tile work covered with enamel) and cedar painted ceilings.
The Bahia Palace, set in extensive gardens, was built in the late 19th century by the Grand Vizier of Marrakesh, Si Ahmed ben Musa (Bou-Ahmed). Bou Ahmed resided here with his four wives, 24 concubines and many children. With a name meaning "brilliance", it was intended to be the greatest palace of its time, designed to capture the essence of Islamic and Moroccan architectural styles. Bou-Ahmed paid special attention to the privacy of the palace in its construction and employed architectural features such as multiple doors which prevented passers-by from seeing into the interior. The palace took seven years to build, with hundreds of craftsmen from Fez working on its wood, carved stucco and "zellij". The palace is set in a two-acre (8,000 m²) garden with rooms opening onto courtyards. The palace acquired a reputation as one of the finest in Morocco and was the envy of other wealthy citizens. Upon the death of Bou-Ahmed in 1900, the palace was raided by Sultan Abd al-Aziz.
The Koutoubia Mosque is the largest mosque in the city, in the southwest of the medina quarter of Marrakesh, within sight of the Jemaa al-Fnaa. It was completed under the reign of the Almohad Caliph Yaqub al-Mansur (1184–1199), and has inspired other buildings such as the Giralda of Seville and the Hassan Tower of Rabat. The mosque is made of red stone and brick and measures long and wide. The minaret is constructed from sandstone and stands high. It was originally covered with Marrakshi pink plaster, but in the 1990s experts opted to remove the plaster to expose the original stone work. The spire atop the minaret is decorated with gilded copper balls that decrease in size towards the top, a style unique to Morocco.
Ben Youssef Mosque, distinguished by its green tiled roof and minaret, is in the medina and is Marrakesh's oldest mosque. It was originally built in the 12th century by the Almoravid Sultan Ali ibn Yusuf, whom it is named after. It served as the city's main Friday mosque. After being abandoned during the Almohad period and falling into ruin, it was rebuilt in the 1560s by the Saadian sultan Abdallah al-Ghalib and then completely rebuilt again by the Alaouite sultan Moulay Sliman at the beginning of the 19th century, with construction of the minaret finishing in 1819 or 1820. This reconstruction has eliminated all traces of the original mosque, and the current mosque is much smaller than the original and features a very different "qibla" orientation. Abdallah al-Ghalib was also responsible for building the adjacent Ben Youssef Madrasa, which contained a library and operated as an educational institution up until the 20th century.
The only Almoravid-era remnant of the original mosque is the nearby Koubba Ba’adiyn, a two-storied ablutions kiosk discovered in a sunken location next to the mosque site in 1948. It demonstrates a sophisticated style and is an important piece of historical Moroccan architecture. Its arches are scalloped on the first floor, while those on the second floor bear a twin horseshoe shape embellished with a turban motif. The dome of the kiosk is framed by a battlement decorated with arches and seven-pointed stars. The interior of the octagonal arched dome is decorated with distinctive carvings bordered by a Kufic frieze inscribed with the name of its patron, Sultan Ali ibn Yusuf. The squinches at the corners of the dome are covered with muqarnas. The kiosk has motifs of pine cones, palms and acanthus leaves which are also replicated in the Ben Youssef Madrasa.
The Kasbah Mosque overlooks Place Moulay Yazid in the Kasbah district of Marrakesh, close to the El Badi Palace. It was built by the Almohad caliph Yaqub al-Mansour in the late 12th century to serve as the main mosque of the kasbah (citadel) where he and his high officials resided. It features a unique floor plan and courtyard layout that sets it apart from other classic Moroccan mosques. It contended with the Koutoubia Mosque for prestige and the decoration of its minaret was highly influential in subsequent Moroccan architecture. The mosque was repaired by the Saadi sultan Moulay Abd Allah al-Ghalib following a devastating explosion at a nearby gunpowder reserve in the second half of the 16th century. Notably, the Saadian Tombs were built just outside its qibla (southern) wall, and visitors pass behind the mosque to see them today.
The Mouassine Mosque (also known as the Al Ashraf Mosque) was built by the Saadian Sultan Moulay Abdallah al-Ghalib between 1562–63 and 1572–73. It is in the Mouassine district and is part of a larger architectural complex which includes a library, hammam (public bathhouse), madrasa (school) and a triple arched fountain known as the Mouassine Fountain. The fountain, which provided locals with access to water, is one of the largest and most important in the city, decorated with geometric patterns and Arabic inscriptions. Along with Bab Doukkala Mosque further west, which was built around the same time, the Mouassine Mosque appears to have been originally designed to anchor the development of new neighbourhoods after the relocation of the Jewish district from this area to the new "mellah" near the Kasbah.
The Saadian Tombs were built in the 16th century as a royal necropolis for the Saadian sultans and their family members. It is next to the south wall of the Kasbah Mosque. It was lost for many years until the French rediscovered it in 1917 using aerial photographs. The mausoleum comprises the remains of about sixty members of the Saadi Dynasty which originated in the valley of the Draa River. Among the tombs are those of Saadian sultan Ahmad al-Mansur and his family; al-Mansur buried his mother in this dynastic necropolis in 1590 after enlarging the original square funeral structure constructed by Abdallah al-Ghalib. His own mausoleum, richly embellished, was modeled on the Nasrid mausoleum in the Alhambra of Granada, Spain. It comprises a roof of carved and painted cedar wood supported on twelve columns of carrara marble, as well as walls covered in elaborate geometric patterns in "zellij" tilework, Arabic calligraphic inscriptions, and vegetal motifs in carved stucco. The chamber also contains the graves of his close family members and some of his successors, many of which are covered with horizontal tombstones of finely carved marble. His chamber is adjoined by two other rooms, the largest of which was originally a prayer room, equipped with a "mihrab", which was later repurposed as a mausoleum for members of the Alaouite dynasty.
The medina holds the tombs of the seven patron saints of the city, which are visited every year by pilgrims during the week-long "ziara" pilgrimage. A pilgrimage to the tombs offers an alternative to the "hajj" to Mecca and Medina for people of western Morocco who could not visit Arabia due to the arduous and costly journey involved. This ritual is performed over seven days in the following order: Sidi Yusuf ibn Ali Sanhaji, Sidi al-Qadi Iyyad al-Yahsubi, Sidi Bel Abbas, Sidi Mohamed ibn Sulayman al-Jazouli, Sidi Abdellaziz Tabba'a, Sidi Abdellah al-Ghazwani, and lastly, Sidi Abderrahman al-Suhayli. Many of these mausoleums also serve as the focus of their own zawiyas (Sufi religious complexes with mosques), including: the Zawiya and mosque of Sidi Bel Abbes (the most important of them), the Zawiya of al-Jazuli, the Zawiya of Sidi Abdellaziz, the Zawiya of Sidi Yusuf ibn Ali, and the Zawiya of Sidi al-Ghazwani (also known as Moulay el-Ksour).
The old Jewish Quarter ("Mellah") is in the kasbah area of the city's medina, east of Place des Ferblantiers. It was created in 1558 by the Saadians at the site where the sultan's stables were. At the time, the Jewish community consisted of a large portion of the city's bankers, jewelers, metalworkers, tailors and sugar traders. During the 16th century, the Mellah had its own fountains, gardens, synagogues and souks. Until the arrival of the French in 1912, Jews could not own property outside of the Mellah; all growth was consequently contained within the limits of the neighborhood, resulting in narrow streets, small shops and higher residential buildings. The Mellah, today reconfigured as a mainly residential zone renamed Hay Essalam, currently occupies an area smaller than its historic limits and has an almost entirely Muslim population. The Alzama Synagogue, built around a central courtyard, is in the Mellah. The Jewish cemetery here is the largest of its kind in Morocco. Characterized by white-washed tombs and sandy graves, the cemetery is within the Medina on land adjacent to the Mellah.
As one of the principal tourist cities in Africa, Marrakesh has over 400 hotels. Mamounia Hotel is a five-star hotel in the Art Deco-Moroccan fusion style, built in 1925 by Henri Prost and A. Marchis. It is considered the most eminent hotel of the city and has been described as the "grand dame of Marrakesh hotels." The hotel has hosted numerous internationally renowned people including Winston Churchill, Prince Charles of Wales and Mick Jagger. Churchill used to relax within the gardens of the hotel and paint there. The 231-room hotel, which contains a casino, was refurbished in 1986 and again in 2007 by French designer Jacques Garcia. Other hotels include Eden Andalou Hotel, Hotel Marrakech, Sofitel Marrakech, Palm Plaza Hotel & Spa, Royal Mirage Hotel, Piscina del Hotel, and Palmeraie Palace at the Palmeraie Rotana Resort. In March 2012, Accor opened its first Pullman-branded hotel in Marrakech, Pullman Marrakech Palmeraie Resort & Spa. Set in a olive grove at La Palmeraie, the hotel has 252 rooms, 16 suites, six restaurants and a conference room.
The Marrakech Museum, housed in the Dar Menebhi Palace in the old city centre, was built at the end of the 19th century by Mehdi Menebhi. The palace was carefully restored by the Omar Benjelloun Foundation and converted into a museum in 1997. The house itself represents an example of classical Andalusian architecture, with fountains in the central courtyard, traditional seating areas, a hammam and intricate tilework and carvings. It has been cited as having "an orgy of stalactite stucco-work" which "drips from the ceiling and combines with a mind-boggling excess of "zellij" work." The museum holds exhibits of both modern and traditional Moroccan art together with fine examples of historical books, coins and pottery produced by Moroccan Jewish, Berber and Arab peoples.
Dar Si Said Museum, also known as the Museum of Moroccan Arts is to the north of the Bahia Palace. It was the mansion of Si Said, brother to Grand Vizier Ba Ahmad, and was constructed at the same time as Ahmad's own Bahia Palace. The collection of the museum is considered to be one of the finest in Morocco, with "jewellery from the High Atlas, the Anti Atlas and the extreme south; carpets from the Haouz and the High Atlas; oil lamps from Taroudannt; blue pottery from Safi and green pottery from Tamgroute; and leatherwork from Marrakesh." Among its oldest and most significant artifacts is an early 11th-century marble basin from the late caliphal period of Cordoba, Spain.
The Museum of Islamic Art ("Musée d'Art Islamique") is a blue-coloured building in the Marjorelle Gardens. The private museum was created by Yves Saint Laurent and Pierre Bergé in the home of Jacques Majorelle, who had his art studio there. Recently renovated, its small exhibition rooms have displays of Islamic artifacts and decorations including Irke pottery, polychrome plates, jewellery, and antique doors.
Two types of music are traditionally associated with Marrakesh. Berber music is influenced by Andalusian classical music and typified by its "oud" accompaniment. By contrast, Gnaoua music is loud and funky with a sound reminiscent of the Blues. It is performed on handmade instruments such as castanets, "ribabs" (three-stringed banjos) and "deffs" (handheld drums). Gnaoua music's rhythm and crescendo take the audience into a mood of trance; the style is said to have emerged in Marrakesh and Essaouira as a ritual of deliverance from slavery. More recently, several Marrakesh female music groups have also risen to popularity.
The Théâtre Royal de Marrakesh, the Institut Français and Dar Chérifa are major performing arts institutions in the city. The Théâtre Royal, built by Tunisian architect Charles Boccara, puts on theatrical performances of comedy, opera, and dance in French and Arabic. A greater number of theatrical troupes perform outdoors and entertain tourists on the main square and the streets, especially at night. Christopher Hudson of the "Daily Mail" noted that "men dressed as women performed bawdy street theatre, to the delight of a ring of onlookers of all ages."
The arts and crafts of Marrakesh have had a wide and enduring impact on Moroccan handicrafts to the present day. Riad décor is widely used in carpets and textiles, ceramics, woodwork, metal work and "zelij". Carpets and textiles are weaved, sewn or embroidered, sometimes used for upholstering. Moroccan women who practice craftsmanship are known as "Maalems" (expert craftspeople) and make such fine products as Berber carpets and shawls made of "sabra" (cactus silk). Ceramics are in monochrome Berber-style only, a limited tradition depicting bold forms and decorations.
Wood crafts are generally made of cedar, including the "riad" doors and palace ceilings. Orange wood is used for making ladles known as "harira" (lentil soup ladles). "Thuya" craft products are made of caramel coloured "thuya", a conifer indigenous to Morocco. Since this species is almost extinct, these trees are being replanted and promoted by the artists' cooperative Femmes de Marrakech.
Metalwork made in Marrakesh includes brass lamps, iron lanterns, candle holders made from recycled sardine tins, and engraved brass teapots and tea trays used in the traditional serving of tea. Contemporary art includes sculpture and figurative paintings. Blue veiled "Tuareg" figurines and calligraphy paintings are also popular.
Festivals, both national and Islamic, are celebrated in Marrakesh and throughout the country, and some of them are observed as national holidays. Cultural festivals of note held in Marrakesh include the National Folklore Festival, the Marrakech Festival of Popular Arts (in which a variety of famous Moroccan musicians and artists participate), international folklore festival Marrakech Folklore Days and the Berber Festival. The International Film Festival of Marrakech, which aspires to be the North African version of the Cannes Film Festival, was established in 2001. The festival, which showcases over 100 films from around the world annually, has attracted Hollywood stars such as Martin Scorsese, Francis Ford Coppola, Susan Sarandon, Jeremy Irons, Roman Polanski and many European, Arabic and Indian film stars. The Marrakech Bienniale was established in 2004 by Vanessa Branson as a cultural festival in various disciplines, including visual arts, cinema, video, literature, performing arts, and architecture.
Surrounded by lemon, orange, and olive groves, the city's culinary characteristics are rich and heavily spiced but not hot, using various preparations of "Ras el hanout" (which means "Head of the shop"), a blend of dozens of spices which include ash berries, chilli, cinnamon, grains of paradise, monk's pepper, nutmeg, and turmeric. A specialty of the city and the symbol of its cuisine is "tanjia marrakshia" a local "tajine" prepared with beef meat, spices and "smen" and slow-cooked in a traditional oven in hot ashes. Tajines can be prepared with chicken, lamb, beef or fish, adding fruit, olives and preserved lemon, vegetables and spices, including cumin, peppers, saffron, turmeric, and "ras el hanout". The meal is prepared in a tajine pot and slow-cooked with steam. Another version of tajine includes vegetables and chickpeas seasoned with flower petals. Tajines may also be basted with "smen" moroccan ghee that has a flavour similar to blue cheese.
Shrimp, chicken and lemon-filled "briouats" are another traditional specialty of Marrakesh. Rice is cooked with saffron, raisins, spices, and almonds, while couscous may have added vegetables. A "pastilla" is a filo-wrapped pie stuffed with minced chicken or pigeon that has been prepared with almonds, cinnamon, spices and sugar. Harira soup in Marrakesh typically includes lamb with a blend of chickpeas, lentils, vermicelli, and tomato paste, seasoned with coriander, spices and parsley. "Kefta" (mince meat), liver in "crépinette", "merguez" and tripe stew are commonly sold at the stalls of Jemaa el-Fnaa.
The desserts of Marrakesh include "chebakia" (sesame spice cookies usually prepared and served during Ramadan), tartlets of filo dough with dried fruit, or cheesecake with dates.
The Moroccan tea culture is practiced in Marrakesh; green tea with mint is served with sugar from a curved teapot spout into small glasses. Another popular non-alcoholic drink is orange juice. Under the Almoravids, alcohol consumption was common; historically, hundreds of Jews produced and sold alcohol in the city. In the present day, alcohol is sold in some hotel bars and restaurants.
Marrakesh has several universities and schools, including Cadi Ayyad University (also known as the University of Marrakech), and its component, the École nationale des sciences appliquées de Marrakech (ENSA Marrakech), which was created in 2000 by the Ministry of Higher Education and specializes in engineering and scientific research, and the La faculté des sciences et techniques-gueliz which known to be number one in Morocco in its kind of faculties. Cadi Ayyad University was established in 1978 and operates 13 institutions in the Marrakech Tensift Elhaouz and Abda Doukkala regions of Morocco in four main cities, including Kalaa of Sraghna, Essaouira and Safi in addition to Marrakech. Sup de Co Marrakech, also known as the École Supérieure de Commerce de Marrakech, is a private four-year college that was founded in 1987 by Ahmed Bennis. The school is affiliated with the École Supérieure de Commerce of Toulouse, France; since 1995 the school has built partnership programs with numerous American universities including the University of Delaware, University of St. Thomas, Oklahoma State University, National-Louis University, and Temple University.
The Ben Youssef Madrasa, north of the Medina, was an Islamic college in Marrakesh named after the Almoravid sultan Ali ibn Yusuf (1106–1142) who expanded the city and its influence considerably. It is the largest madrasa in all of Morocco and was one of the largest theological colleges in North Africa, at one time housing as many as 900 students.
The college, which was affiliated with the neighbouring Ben Youssef Mosque, was founded during the Marinid dynasty in the 14th century by Sultan Abu al-Hassan.
This education complex specialized in Quranic law and was linked to similar institutions in Fez, Taza, Salé, and Meknes. The Madrasa was re-constructed by the Saadian Sultan Abdallah al-Ghalib (1557–1574) in 1564 as the largest and most prestigious madrasa in Morocco. The construction ordered by Abdallah al-Ghalib was completed in 1565, as attested by the inscription in the prayer room. Its 130 student dormitory cells cluster around a courtyard richly carved in cedar, marble and stucco. In accordance with Islam, the carvings contain no representation of humans or animals, consisting entirely of inscriptions and geometric patterns. One of the school's best known teachers was Mohammed al-Ifrani (1670–1745). After a temporary closure beginning in 1960, the building was refurbished and reopened to the public as a historical site in 1982.
Football clubs based in Marrakesh include Najm de Marrakech, KAC Marrakech, Mouloudia de Marrakech and Chez Ali Club de Marrakech. The city contains the Circuit International Automobile Moulay El Hassan a race track which hosts the World Touring Car Championship and from 2017 FIA Formula E. The Marrakech Marathon is also held here. Roughly 5000 runners turn out for the event annually.
Also, here takes place Grand Prix Hassan II tennis tournament (on clay) part of ATP World Tour series.
Golf is a popular sport in Marrakech. The city has three golf courses just outside the city limits and played almost through the year. The three main courses are the Golf de Amelikis on the road to Ourazazate, the Palmeraie Golf Palace near the Palmeraie, and the Royal Golf Club, the oldest of the three courses.
The Marrakesh railway station is linked by several trains running daily to other major cities in Morocco such as Casablanca, Tangiers, Fez, Meknes and Rabat. The Casablanca–Tangier high-speed rail line opened in November 2018.
In 2015, a is proposed.
The main road network within and around Marrakesh is well paved. The major highway connecting Marrakesh with Casablanca to the south is A7, a toll expressway, in length. The road from Marrakesh to Settat, a stretch, was inaugurated by King Mohammed VI in April 2007, completing the highway to Tangiers. Highway A7 connects also Marrakesh to Agadir, to the south-west.
The Marrakesh-Menara Airport (RAK) is southwest of the city centre. It is an international facility that receives several European flights as well as flights from Casablanca and several Arab nations. The airport is at an elevation of at . It has two formal passenger terminals, but these are more or less combined into one large terminal. A third terminal is being built. The existing T1 and T2 terminals offer a space of and have a capacity of 4.5 million passengers per year. The blacktopped runway is long and wide. The airport has parking space for 14 Boeing 737 and four Boeing 747 aircraft. The separate freight terminal has of covered space.
Marrakesh has long been an important centre for healthcare in Morocco, and the regional rural and urban populations alike are reliant upon hospitals in the city. The psychiatric hospital installed by the Merinid Caliph Ya'qub al-Mansur in the 16th century was described by the historian 'Abd al-Wahfd al- Marrakushi as one of the greatest in the world at the time. A strong Andalusian influence was evident in the hospital, and many of the physicians to the Caliphs came from places such as Seville, Zaragoza and Denia in eastern Spain.
A severe strain has been placed upon the healthcare facilities of the city in the last decade as the city population has grown dramatically. Ibn Tofail University Hospital is one of the major hospitals of the city. In February 2001, the Moroccan government signed a loan agreement worth eight million U.S. dollars with The OPEC Fund for International Development to help improve medical services in and around Marrakesh, which led to expansions of the Ibn Tofail and Ibn Nafess hospitals. Seven new buildings were constructed, with a total floor area of . New radiotherapy and medical equipment was provided and of existing hospital space was rehabilitated.
In 2009, king Mohammed VI inaugurated a regional psychiatric hospital in Marrakesh, built by the Mohammed V Foundation for Solidarity, costing 22 million "dirhams" (approximately 2.7 million U.S. dollars).
The hospital has 194 beds, covering an area of . Mohammed VI has also announced plans for the construction of a 450 million dirham military hospital in Marrakesh.
Marrakesh is twinned with:
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https://en.wikipedia.org/wiki?curid=20513
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Mazar-i-Sharif
Mazār-i-Sharīf (Dari and ; ), also called Mazār-e Sharīf, or just Mazar, is the fourth-largest city of Afghanistan, with a 2015 UN–Habitat population estimate 427,600. It is the capital of Balkh province and is linked by highways with Kunduz in the east, Kabul in the southeast, Herat in the west and Termez in Uzbekistan in the north. It is about from the Uzbek border. The city also serves as one of the many tourist attractions because of its famous shrines as well as the Islamic and Hellenistic archeological sites. The ancient city of Balkh is also nearby.
The name "Mazar-i-Sharif" means "Tomb of the Prince", a reference to the large, blue-tiled sanctuary and mosque in the center of the city known as the Shrine of Ali or the "Blue Mosque". Some people believe that the tomb of Ali ibn Abi Talib, the cousin and son-in-law of the Islamic prophet Muhammad, is at this mosque in Mazar-i-Sharif, after Ali's remains were transferred to Mazar-i-Sharif as per request of Ja'far as-Sadiq. This is however rejected by other Muslims, as the majority believe he is buried in Najaf, Iraq.
The region around Mazar-i-Sharif has been historically part of Greater Khorasan and was controlled by the Tahirids followed by the Saffarids, Samanids, Ghaznavids, Ghurids, Ilkhanates, Timurids, and Khanate of Bukhara until the mid-18th century when it became part of the Durrani Empire after a friendship treaty was signed between emirs Murad Beg and Ahmad Shah Durrani. Mazar-i-Sharif is also known for the famous Afghan song "Bia ke berem ba Mazar" ("Come let's go to Mazar") by Sarban.
Mazar-i-Sharif is the regional hub of northern Afghanistan, located in close proximity to both Uzbekistan and Tajikistan. It is also home to an international airport. It has the highest percentage of built-up land (91%) of all the Afghan provincial capitals, and it has additional built-up area extending beyond the municipal boundary but forming a part of the larger urban area. It is also the lowest-lying major city in the country, about above sea level. The city was spared of the devastation that occurred in the country's other large cities during the Soviet–Afghan War and subsequent civil war, and is today regarded one of the safest cities in the country.
The Achaemenids controlled the region from the sixth century BCE. Alexander the Great conquered the area but was then incorporated to the Seleucid Empire after his death. The decline of the Seleucids consequently led to the emergence of the Greco-Bactrian kingdom. Around 130 BCE, the Sakas occupied the region and the Greco-Bactrian kingdom fell. The Yuezhi took Mazar-i-Sharif and the surrounding area which led to the creation of the Kushan Empire. The Sasanians subsequently controlled the area after the fall of the Kushans. The Islamic conquests reached Mazar-i-Sharif in 651 CE.
The region around Mazar-i-Sharif has been historically part of Greater Khorasan and was controlled by the Tahirids followed by the Saffarids, Samanids, Ghaznavids, Ghurids, Ilkhanates, Timurids, and Khanate of Bukhara. According to tradition, the city of Mazar-i-Sharif owes its existence to a dream. At the beginning of the 12th century, a local mullah had a dream in which the 7th century Ali bin Abi Talib, cousin and son-in-law of Muhammad, appeared to reveal that he had been secretly buried near the city of Balkh.
The famous Jalal al-Din Rumi was born in this area but like many historical figures his exact location of birth cannot be confirmed. His father Baha' Walad was descended from the first caliph Abu Bakr and was influenced by the ideas of Ahmad Ghazali, brother of the famous philosopher. Baha' Walad's sermons were published and still exist as Divine Sciences (Ma'arif). Rumi completed six books of mystical poetry and tales called Masnavi before he died in 1273.
After conducting researches in the 12th century, the Seljuk sultan Ahmed Sanjar ordered a city and shrine to be built on the location, where it stood until its destruction by Genghis Khan and his Mongol army in the 13th century. Although later rebuilt, Mazar stood in the shadow of its neighbor Balkh. During the nineteenth century, due to the absence of drainage systems and the weak economy of the region, the excess water of this area flooded many acres of the land in the vicinity of residential areas causing a malaria epidemic in the region. Thus the ruler of North Central Afghanistan decided to shift the capital of the city of Mazar-i-Sharif.
The Mazar-i-Sharif means "the noble shrine". This name represents the Blue Mosque which is widely known to be the grave of Ali (Muhammad's son-in-law).
The city along with the region south of the Amu Darya became part of the Durrani Empire in around 1750 after a treaty of friendship was reached between Mohammad Murad Beg and Ahmad Shah Durrani, the founding father of Afghanistan. In the late 1870s, Emir Sher Ali Khan ruled the area from his Tashkurgan Palace in Mazar-i Sharif. This northern part of Afghanistan was un-visited by the British-led Indian forces during the Anglo-Afghan wars of the 19th century.
During the 1980s Soviet–Afghan War, Mazar-i-Sharif was a strategic base for the Soviet Army as they used its airport to launch air strikes on mujahideen rebels. Mazar-i-Sharif was also the main city that linked to Soviet territory in the north, especially the roads leading to the Uzbek Soviet Socialist Republic. As a garrison for the Soviet-backed Afghan Army, the city was under the command of General Abdul Rashid Dostum. Mujahideen militias Hezbe Wahdat and Jamiat-e Islami both attempted to contest the city but were repelled by the Army.
Dostum mutinied against Mohammad Najibullah's government on March 19, 1992, shortly before its collapse, and formed his new party and militia, Junbish-e Milli. The party took over the city the next day. Afterwards Mazar-i-Sharif became the "de facto" capital of a relatively stable and secular proto-state in northern Afghanistan under the rule of Dostum. The city remained peaceful and prosperous, whilst rest of the nation disintegrated and was slowly taken over by fundamentalist Taliban forces. The city was called at the time a "glittering jewel in Afghanistan's battered crown". Money rolled in from foreign donors Russia, Turkey, newly independent Uzbekistan and others, with whom Dostum had established close relations. He printed his own currency for the region and established his own airline.
This peace was shattered in May 1997 when he was betrayed by one of his generals, warlord Abdul Malik Pahlawan who allied himself with the Taliban, forcing him to flee from Mazar-i-Sharif as the Taliban were getting ready to take the city through Pahlawan. Afterwards Pahlawan himself mutinied the Taliban on the deal and it was reported that between May and July 1997 that Pahlawan executed thousands of Taliban members, that he personally did many of the killings by slaughtering the prisoners as a revenge for the 1995 death of Abdul Ali Mazari. "He is widely believed to have been responsible for the brutal massacre of up to 3,000 Taliban prisoners after inviting them into Mazar-i-Sharif." Several of the Taliban escaped the slaughtering and reported what had happened. Meanwhile, Dostum came back and took the city again from Pahlawan.
However the Taliban retaliated in 1998 attacking the city and killing an estimated 8,000 noncombatants (see Battles of Mazar-i-Sharif (1997–98)). At 10 am on 8 August 1998, the Taliban entered the city and for the next two days drove their pickup trucks "up and down the narrow streets of Mazar-i-Sharif shooting to the left and right and killing everything that moved—shop owners, cart pullers, women and children shoppers and even goats and donkeys." More than 8000 noncombatants were reported killed in Mazar-i-Sharif and later in Bamiyan. In addition, the Taliban were criticized for forbidding anyone from burying the corpses for the first six days (contrary to the injunctions of Islam, which demands immediate burial) while the remains rotted in the summer heat and were eaten by dogs. The Taliban also reportedly sought out and massacred members of the Hazara, while in control of Mazar.
Following the September 11 attacks in 2001, Mazar-i-Sharif was the first Afghan city to fall to the U.S.-backed Northern Alliance (United Front). The Taliban's defeat in Mazar quickly turned into a rout from the rest of the north and west of Afghanistan. After the Battle of Mazar-i-Sharif in November 2001, the city was officially captured by forces of the Northern Alliance. They were joined by the United States Special Operations Forces and supported by U.S. Air Force aircraft. As many as 3,000 Taliban fighters who surrendered were reportedly massacred by the Northern Alliance after the battle, and reports also place U.S. ground troops at the scene of the massacre. The Irish documentary "" investigated these allegations. Filmmaker Doran claims that mass graves of thousands of victims were found by United Nations investigators. The Bush administration reportedly blocked investigations into the incident.
The city slowly came under the control of the Karzai administration after 2002, which is led by President Hamid Karzai. The 209th Corps (Shaheen) of the Afghan National Army is based at Mazar-i-Sharif, which provides military assistance to northern Afghanistan. The Afghan Border Police headquarters for the Northern Zone is also located in the city. Despite the security put in place, there are reports of Taliban activities and assassinations of tribal elders. Officials in Mazar-i-Sharif reported that between 20 and 30 Afghan tribal elders have been assassinated in Balkh Province in the last several years. There is no conclusive evidence as to who is behind it but majority of the victims are said to have been associated with the Hezb-i Islami political party.
Small-scale clashes between militias belonging to different commanders persisted throughout 2002, and were the focus of intensive UN peace-brokering and small arms disarmament programme. After some pressure, an office of the Afghan Independent Human Rights Commission opened an office in Mazar in April 2003. There were reports about northern Pashtun civilians being ethnically cleansed by the other groups, mainly by ethnic Tajiks, Hazaras and Uzbeks.
NATO-led peacekeeping forces in and around the city provide assistance to the Afghan government. ISAF Regional Command North, led by Germany, is stationed at Camp Marmal which lies next to Mazar-i-Sharif Airport. Since 2006, Provincial Reconstruction Team Mazar-i-Sharif had unit commanders from Sweden on loan to ISAF. The unit is stationed at Camp Northern Lights which is located west of Camp Marmal. Camp Nidaros, located within Camp Marmal, has soldiers from Latvia and Norway and is led by an ISAF-officer from Norway.
In 2006, the discovery of new Hellenistic remains was announced.
On April 1, 2011, as many as ten foreign employees working for United Nations Assistance Mission in Afghanistan (UNAMA) were killed by angry demonstrators in the city (see "2011 Mazar-i-Sharif attack"). The demonstration was organized in retaliation to pastors Terry Jones and Wayne Sapp's March 21 Qur'an-burning in Florida, United States. Among the dead were five Nepalese, a Norwegian, Romanian and Swedish nationals, two of them were said to be decapitated. Terry Jones, the American pastor who was going to burn Islam's Holy Book, denied his responsibility for incitement. President Barack Obama strongly condemned both the Quran burning, calling it an act of "extreme intolerance and bigotry", and the "outrageous" attacks by protesters, referring to them as "an affront to human decency and dignity." "No religion tolerates the slaughter and beheading of innocent people, and there is no justification for such a dishonorable and deplorable act." U.S. legislators, including Senate Majority Leader Harry Reid, also condemned both the burning and the violence in reaction to it.
By July 2011 violence grew to a record high in the insurgency. In late July 2011, NATO troops also handed control of Mazar-i-Sharif to local forces amid rising security fears just days after it was hit by a deadly bombing. Mazar-i-Sharif is the sixth of seven areas to transition to Afghan control, but critics say the timing is political and there is skepticism over Afghan abilities to combat the Taliban insurgency.
On 10 November 2016, a suicide attacker rammed a truck bomb into the wall of the German consulate in Mazar-i-Sharif. At least four people were killed and more than one hundred others were injured.
On 21 April 2017, a coordinated Taliban attack killed more than 100 people at Camp Shaheen, the Afghan Army base in Mazar-i-Sharif.
In November 2018, it was revealed to the outside world that 40 houses in Qazil Abad, an immediate suburb of Mazar-i-Sharif, used unexploded Soviet Grad surface-to-surface rockets as construction materials. As a result, several people were killed and wounded from a few explosions over the years. These rockets, left behind by the Soviet Army in 1989 at the end of the Soviet–Afghan War, were used as cheap building materials by the poor residents of the village. It was estimated that over 400 rockets were incorporated into the village as wall and ceiling beams, door-stoppers, and even a footbridges used by children. When the outside world discovered this fact, the Danish demining group of the Danish Refugee Council visited the village and, after asking the residents, began demining and repairing the buildings, safely removing and disposing of the rockets through controlled detonation at the border with Uzbekistan.
Mazar-i-Sharif has a cold steppe climate (Köppen climate classification "BSk") with hot summers and cold winters. Precipitation is low and mostly falls between December and April. The climate in Mazar-i-Sharif is very hot during the summer with daily temperatures of over from June to August. The winters are cold with temperatures falling below freezing; it may snow from November through March.
The modern city of Mazar-i Sharif is centred around the Shrine of Ali. Much restored, it is one of Afghanistan's most glorious monuments. Outside Mazar-i Sharif lies the ancient city of Balkh. The city is a centre for the traditional buzkashi sport, and the Blue Mosque is the focus of northern Afghanistan's Nowruz celebration. Although most Muslims believe that the real grave of Ali is found within Imam Ali Mosque in Najaf, Iraq, others still come to Mazar-i-Sharif to pay respect.
The city of Mazar-i-Sharif has a total population of 693,000 (2015), and is the third largest city of Afghanistan in terms of population. It has a total land area of 8,304 Hectares with 77,615 total number of dwellings.
Mazar-i-Sharif is a multiethnic and multilingual society of around 375,000 people. There is no official government report on the exact ethnic make-over but a map appeared in the November 2003 issue of the National Geographic magazine showing Tajiks 50%, Hazaras 25%, Pashtun 10%, Turkmen 8%, and Uzbeks 7%. Occasional ethnic violence have been reported in the region in the last decades, mainly between Pashtuns and the other groups. Some latest news reports mentioned assassinations taking place in the area but with no evidence as to who is behind it.
The dominant language in Mazar-i-Sharif is Dari, an eastern variety of Persian, followed by Uzbeki and Pashto.
Mazar-i-Sharif serves as the major trading center in northern Afghanistan. The local economy is dominated by trade, agriculture and Karakul sheep farming. Small-scale oil and gas exploitation have also boosted the city's prospects. It is also the location of consulates of India and Pakistan for trading and political links.
It became the first city in Afghanistan to connect itself by rail with a neighboring country. Rail service from Mazar-i-Sharif to Uzbekistan began in December 2011 and cargo on freight trains arrive at a station near Mazar-i-Sharif Airport, where the goods are reloaded onto trucks or airplanes and sent to their last destinations across Afghanistan.
As of June 2016 Mazar-i-Sharif Airport had direct air connections to Kabul, Mashad, Tehran, and Istanbul.
Highway AH76 links Mazar-i-Sharif to Sheberghan in the west, and Pul-e Khomri and Kabul to the south-east. Roads to the east link it to Kunduz. Roads to the north link it to the Uzbek border town Termez, where it becomes highway M39 going north to Samarkand and Tashkent. Roads to the south link it to Bamiyan Province and the mountainous range of central Afghanistan.
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Metaphor
A metaphor is a figure of speech that, for rhetorical effect, directly refers to one thing by mentioning another. It may provide (or obscure) clarity or identify hidden similarities between two ideas. Metaphors are often compared with other types of figurative language, such as antithesis, hyperbole, metonymy and simile. One of the most commonly cited examples of a metaphor in English literature comes from the "All the world's a stage" monologue from "As You Like It":
All the world's a stage,
And all the men and women merely players;
They have their exits and their entrances ...
This quotation expresses a metaphor because the world is not literally a stage. By asserting that the world is a stage, Shakespeare uses points of comparison between the world and a stage to convey an understanding about the mechanics of the world and the behavior of the people within it.
According to the linguist Anatoly Liberman, "the use of metaphors is relatively late in the modern European languages; it is, in principle, a post-Renaissance phenomenon". At the other extreme, some recent linguistic theories view all language in essence as metaphorical.
The English "metaphor" derived from the 16th-century Old French word "métaphore", which comes from the Latin "metaphora", "carrying over", in turn from the Greek μεταφορά ("metaphorá"), "transfer", from μεταφέρω ("metapherō"), "to carry over", "to transfer" and that from μετά ("meta"), "after, with, across" + φέρω ("pherō"), "to bear", "to carry".
"The Philosophy of Rhetoric" (1937) by rhetorician I. A. Richards describes a metaphor as having two parts: the tenor and the vehicle. The tenor is the subject to which attributes are ascribed. The vehicle is the object whose attributes are borrowed. In the previous example, "the world" is compared to a stage, describing it with the attributes of "the stage"; "the world" is the tenor, and "a stage" is the vehicle; "men and women" is the secondary tenor, and "players" is the secondary vehicle.
Other writers employ the general terms 'ground' and 'figure' to denote the tenor and the vehicle. Cognitive linguistics uses the terms 'target' and 'source', respectively.
Psychologist Julian Jaynes coined the terms 'metaphrand' and 'metaphier', plus two new concepts, 'paraphrand' and 'paraphier'.
'Metaphrand' is equivalent to the metaphor-theory terms 'tenor', 'target', and 'ground'. 'Metaphier' is equivalent to the metaphor-theory terms 'vehicle', 'figure', and 'source'. In a simple metaphor, an obvious attribute of the metaphier exactly characterizes the metaphrand (e.g. the ship plowed the seas). With an inexact metaphor, however, a metaphier might have associated attributes or nuances – its paraphiers – that enrich the metaphor because they "project back" to the metaphrand, potentially creating new ideas – the paraphrands – associated thereafter with the metaphrand or even leading to a new metaphor. For example, in the metaphor "Pat is a tornado", the metaphrand is "Pat", the metaphier is "tornado". As metaphier, "tornado" carries paraphiers such as power, storm and wind, counterclockwise motion, and danger, threat, destruction, etc. The metaphoric meaning of "tornado" is inexact: one might understand that 'Pat is powerfully destructive' through the paraphrand of physical and emotional destruction; another person might understand the metaphor as 'Pat can spin out of control'. In the latter case, the paraphier of 'spinning motion' has become the paraphrand 'psychological spin', suggesting an entirely new metaphor for emotional unpredictability, a possibly apt description for a human being hardly applicable to a tornado.
Based on his analysis, Jaynes claims that metaphors not only enhance description, but "increase enormously our powers of perception...and our understanding of [the world], and literally create new objects".
Metaphors are most frequently compared with similes. It is said, for instance, that a metaphor is 'a condensed analogy' or 'analogical fusion' or that they 'operate in a similar fashion' or are 'based on the same mental process' or yet that 'the basic processes of analogy are at work in metaphor'. It is also pointed out that 'a border between metaphor and analogy is fuzzy' and 'the difference between them might be described (metaphorically) as the distance between things being compared'. A metaphor asserts the objects in the comparison are identical on the point of comparison, while a simile merely asserts a similarity through use of words such as "like" or "as". For this reason a common-type metaphor is generally considered more forceful than a simile.
The metaphor category contains these specialized types:
Metaphor is distinct from metonymy, both constituting two fundamental modes of thought. Metaphor works by bringing together concepts from different conceptual domains, whereas metonymy uses one element from a given domain to refer to another closely related element. A metaphor creates new links between otherwise distinct conceptual domains, whereas a metonymy relies on pre-existent links within them.
For example, in the phrase "lands belonging to the crown", the word "crown" is a metonymy because some monarchs do indeed wear a crown, physically. In other words, there is a pre-existent link between "crown" and "monarchy". On the other hand, when Ghil'ad Zuckermann argues that the Israeli language is a "phoenicuckoo cross with some magpie characteristics", he is using a metaphor. There is no physical link between a language and a bird. The reason the metaphors "phoenix" and "cuckoo" are used is that on the one hand hybridic "Israeli" is based on Hebrew, which, like a phoenix, rises from the ashes; and on the other hand, hybridic "Israeli" is based on Yiddish, which like a cuckoo, lays its egg in the nest of another bird, tricking it to believe that it is its own egg. Furthermore, the metaphor "magpie" is employed because, according to Zuckermann, hybridic "Israeli" displays the characteristics of a magpie, "stealing" from languages such as Arabic and English.
A dead metaphor is a metaphor in which the sense of a transferred image has become absent. The phrases "to grasp a concept" and "to gather what you've understood" use physical action as a metaphor for understanding. The audience does not need to visualize the action; dead metaphors normally go unnoticed. Some distinguish between a dead metaphor and a cliché. Others use "dead metaphor" to denote both.
A mixed metaphor is a metaphor that leaps from one identification to a second inconsistent with the first, e.g.:
This form is often used as a parody of metaphor itself:
An extended metaphor, or conceit, sets up a principal subject with several subsidiary subjects or comparisons. In the above quote from "As You Like It", the world is first described as a stage and then the subsidiary subjects men and women are further described in the same context.
An implicit metaphor has no specified tenor, although the vehicle is present. M. H. Abrams offers the following as an example of an implicit metaphor: "That reed was too frail to survive the storm of its sorrows". The reed is the vehicle for the implicit tenor, someone's death, and the "storm" is the vehicle for the person's "sorrows".
Metaphor can serve as a device for persuading an audience of the user's argument or thesis, the so-called rhetorical metaphor.
Aristotle writes in his work the "Rhetoric" that metaphors make learning pleasant: "To learn easily is naturally pleasant to all people, and words signify something, so whatever words create knowledge in us are the pleasantest." When discussing Aristotle's "Rhetoric", Jan Garret stated "metaphor most brings about learning; for when [Homer] calls old age "stubble", he creates understanding and knowledge through the genus, since both old age and stubble are [species of the genus of] things that have lost their bloom." Metaphors, according to Aristotle, have "qualities of the exotic and the fascinating; but at the same time we recognize that strangers do not have the same rights as our fellow citizens".
Educational psychologist Andrew Ortony gives more explicit detail: "Metaphors are necessary as a communicative device because they allow the transfer of coherent chunks of characteristics -- perceptual, cognitive, emotional and experiential -- from a vehicle which is known to a topic which is less so. In so doing they circumvent the problem of specifying one by one each of the often unnameable and innumerable characteristics; they avoid discretizing the perceived continuity of experience and are thus closer to experience and consequently more vivid and memorable."
As a characteristic of speech and writing, metaphors can serve the poetic imagination. This allows Sylvia Plath, in her poem "Cut", to compare the blood issuing from her cut thumb to the running of a million soldiers, "redcoats, every one"; and enabling Robert Frost, in "The Road Not Taken", to compare a life to a journey.
Metaphors can be implied and extended throughout pieces of literature.
Sonja K. Foss characterizes metaphors as "nonliteral comparisons in which a word or phrase from one domain of experience is applied to another domain".
She argues that since reality is mediated by the language we use to describe it, the metaphors we use shape the world and our interactions to it.
The term metaphor is used to describe more basic or general aspects of experience and cognition:
Some theorists have suggested that metaphors are not merely stylistic, but that they are cognitively important as well. In "Metaphors We Live By", George Lakoff and Mark Johnson argue that metaphors are pervasive in everyday life, not just in language, but also in thought and action. A common definition of metaphor can be described as a comparison that shows how two things that are not alike in most ways are similar in another important way. They explain how a metaphor is simply understanding and experiencing one kind of thing in terms of another, called a "conduit metaphor". A speaker can put ideas or objects into containers, and then send them along a conduit to a listener who removes the object from the container to make meaning of it. Thus, communication is something that ideas go into, and the container is separate from the ideas themselves. Lakoff and Johnson give several examples of daily metaphors in use, including "argument is war" and "time is money". Metaphors are widely used in context to describe personal meaning. The authors suggest that communication can be viewed as a machine: "Communication is not what one does with the machine, but is the machine itself."
Cognitive linguists emphasize that metaphors serve to facilitate the understanding of one conceptual domain—typically an abstraction such as "life", "theories" or "ideas"—through expressions that relate to another, more familiar conceptual domain—typically more concrete, such as "journey", "buildings" or "food". For example: we "devour" a book of "raw" facts, try to "digest" them, "stew" over them, let them "simmer on the back-burner", "regurgitate" them in discussions, and "cook" up explanations, hoping they do not seem "half-baked".
Lakoff and Johnson greatly contributed to establishing the importance of conceptual metaphor as a framework for thinking in language, leading scholars to investigate the original ways in which writers used novel metaphors and question the fundamental frameworks of thinking in conceptual metaphors.
From a sociological, cultural, or philosophical perspective, one asks to what extent ideologies maintain and impose conceptual patterns of thought by introducing, supporting, and adapting fundamental patterns of thinking metaphorically. To what extent does the ideology fashion and refashion the idea of the nation as a container with borders? How are enemies and outsiders represented? As diseases? As attackers? How are the metaphoric paths of fate, destiny, history, and progress represented? As the opening of an eternal monumental moment (German fascism)? Or as the path to communism (in Russian or Czech for example)?
Some cognitive scholars have attempted to take on board the idea that different languages have evolved radically different concepts and conceptual metaphors, while others hold to the Sapir-Whorf hypothesis. German philologist Wilhelm von Humboldt contributed significantly to this debate on the relationship between culture, language, and linguistic communities. Humboldt remains, however, relatively unknown in English-speaking nations. Andrew Goatly, in "Washing the Brain", takes on board the dual problem of conceptual metaphor as a framework implicit in the language as a system and the way individuals and ideologies negotiate conceptual metaphors. Neural biological research suggests some metaphors are innate, as demonstrated by reduced metaphorical understanding in psychopathy.
James W. Underhill, in "Creating Worldviews: Ideology, Metaphor & Language" (Edinburgh UP), considers the way individual speech adopts and reinforces certain metaphoric paradigms. This involves a critique of both communist and fascist discourse. Underhill's studies are situated in Czech and German, which allows him to demonstrate the ways individuals are thinking both within and resisting the modes by which ideologies seek to appropriate key concepts such as "the people", "the state", "history", and "struggle".
Though metaphors can be considered to be "in" language, Underhill's chapter on French, English and ethnolinguistics demonstrates that we cannot conceive of language or languages in anything other than metaphoric terms.
Metaphors can map experience between two nonlinguistic realms. Musicologist Leonard B. Meyer demonstrated how purely rhythmic and harmonic events can express human emotions. It is an open question whether synesthesia experiences are a sensory version of metaphor, the "source" domain being the presented stimulus, such as a musical tone, and the target domain, being the experience in another modality, such as color.
Art theorist Robert Vischer argued that when we look at a painting, we "feel ourselves into it" by imagining our body in the posture of a nonhuman or inanimate object in the painting. For example, the painting "The Lonely Tree" by Caspar David Friedrich shows a tree with contorted, barren limbs. Looking at the painting, we imagine our limbs in a similarly contorted and barren shape, evoking a feeling of strain and distress. Nonlinguistic metaphors may be the foundation of our experience of visual and musical art, as well as dance and other art forms.
In historical onomasiology or in historical linguistics, a metaphor is defined as a semantic change based on a similarity in form or function between the original concept and the target concept named by a word.
For example, mouse: "small, gray rodent with a long tail" → "small, gray computer device with a long cord".
Some recent linguistic theories view all language in essence as metaphorical.
Friedrich Nietzsche makes metaphor the conceptual center of his early theory of society in "On Truth and Lies in the Non-Moral Sense". Some sociologists have found his essay useful for thinking about metaphors used in society and for reflecting on their own use of metaphor. Sociologists of religion note the importance of metaphor in religious worldviews, and that it is impossible to think sociologically about religion without metaphor.
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Maasai Mara
Maasai Mara, also known as Masai Mara, and locally simply as The Mara, is a large national game reserve in Narok, Kenya, contiguous with the Serengeti National Park in Tanzania. It is named in honor of the Maasai people, the ancestral inhabitants of the area, who migrated to the area from the Nile Basin. Their description of the area when looked at from afar: "Mara" means "spotted" in the local Maasai language, due to the many short bushy trees which dot the landscape.
Maasai Mara is one of the most famous and important wildlife conservation and wilderness areas in Africa, world-renowned for its exceptional populations of lion, African leopard, cheetah and African bush elephant. It also hosts the Great Migration, which secured it as one of the Seven Natural Wonders of Africa, and as one of the ten Wonders of the World.
The Greater Mara ecosystem encompasses areas known as the Maasai Mara National Reserve, the Mara Triangle, and several Maasai Conservancies, including Koiyaki, Lemek, Ol Chorro Oirowua, Mara North, Olkinyei, Siana, Maji Moto, Naikara, Ol Derkesi, Kerinkani, Oloirien, and Kimintet.
When it was originally established in 1961 as a wildlife sanctuary the Mara covered only of the current area, including the Mara Triangle. The area was extended to the east in 1961 to cover and converted to a game reserve. The Narok County Council (NCC) took over management of the reserve at this time. Part of the reserve was given National Reserve status in 1974, and the remaining area of was returned to local communities. An additional were removed from the reserve in 1976, and the park was reduced to in 1984.
In 1994, the TransMara County Council (TMCC) was formed in the western part of the reserve, and control was divided between the new council and the existing Narok County Council. In May 2001, the not-for-profit Mara Conservancy took over management of the Mara Triangle.
The Maasai people make up a community that spans across northern, central and southern Kenya and northern parts of Tanzania. As pastoralists, the community holds the belief that they own all of the cattle in the world. The Maasai rely off of their lands to sustain their cattle, as well as themselves and their families. Prior to the establishment of the reserve as a protected area for the conservation of wildlife and wilderness, the Maasai were forced to move out of their native lands.
Tradition continues to play a major role in the lives of modern day Maasai people, who are known for their tall stature, patterned shukas and beadwork. It is estimated that there are approximately half a million individuals that speak the Maa language and this number includes not only the Maasai but also Samburu and Camus people in Kenya.
The total area under conservation in the Greater Maasai Mara ecosystem amounts to almost . It is the northernmost section of the Mara-Serengeti ecosystem, which covers some in Tanzania and Kenya. It is bounded by the Serengeti Park to the south, the Siria / Oloololo escarpment to the west, and Maasai pastoral ranches to the north, east and west. Rainfall in the ecosystem increases markedly along a southeast–northwest gradient, varies in space and time, and is markedly bimodal. The Sand, Talek River and Mara River are the major rivers draining the reserve. Shrubs and trees fringe most drainage lines and cover hillslopes and hilltops.
The terrain of the reserve is primarily open grassland with seasonal riverlets. In the south-east region are clumps of the distinctive acacia tree. The western border is the Esoit (Siria) Escarpment of the East African Rift, which is a system of rifts some long, from Ethiopia's Red Sea through Kenya, Tanzania, Malawi and into Mozambique. Wildlife tends to be most concentrated here, as the swampy ground means that access to water is always good, while tourist disruption is minimal. The easternmost border is from Nairobi, and hence it is the eastern regions which are most visited by tourists.
The rains are biannual, with two distinct rainy seasons. Local farmers have referred to these as the 'long rains' which last approximately six to eight weeks in April and May and the 'short rains' in November and December which last approximately four weeks.
Elevation: ;
Rainfall: /month;
Temperature range:
Wildebeest, topi, zebra, and Thomson's gazelle migrate into and occupy the Mara reserve, from the Serengeti plains to the south and Loita Plains in the pastoral ranches to the north-east, from July to October or later. Herds of all three species are also resident in the reserve.
Hippopotami and crocodiles are found in large groups in the Mara and Talek rivers. Hyenas, cheetahs, jackals, servals and bat-eared foxes can also be found in the reserve. The plains between the Mara River and the Esoit Siria Escarpment are probably the best area for game viewing, in particular regarding lion and cheetah.
Wildebeest are the dominant inhabitants of the Maasai Mara, and their numbers are estimated in the millions. Around July of each year, these animals migrate north from the Serengeti plains in search of fresh pasture, and return to the south around October. The Great Migration is one of the most impressive natural events worldwide, involving some 1,300,000 blue wildebeest, 500,000 Thomson's gazelles, 97,000 Topi, 18,000 common elands, and 200,000 Grant's zebras.
Antelopes can be found, including Grant's gazelles, impalas, duikers and Coke's hartebeests. The plains are also home to the distinctive Masai giraffe. The large roan antelope and the nocturnal bat-eared fox, rarely present elsewhere in Kenya, can be seen within the reserve borders.
More than 470 species of birds have been identified in the park, many of which are migrants, with almost 60 species being raptors. Birds that call this area home for at least part of the year include: vultures, marabou storks, secretary birds, hornbills, crowned cranes, ostriches, long-crested eagles, African pygmy-falcons and the lilac-breasted roller, which is the national bird of Kenya.
The Maasai Mara is administered by the Narok County government. The more visited eastern part of the park known as the Maasai Mara National Reserve is managed by the Narok County Council. The Mara Triangle in the western part is managed by the Trans-Mara county council, which has contracted management to the Mara Conservancy since the early 2000s.
The outer areas are conservancies that are administered by Group Ranch Trusts of the Maasai community, although this approach has been criticised for benefitting just a few powerful individuals rather than the majority of landowners. Although there has been a rise in fencing on private land in recent years, the wildlife roam freely across both the reserve and conservancies.
The Maasai Mara is a major research centre for the spotted hyena. With two field offices in the Mara, the Michigan State University based Kay E. Holekamp Lab studies the behaviour and physiology of this predator, as well as doing comparison studies between large predators in the Mara Triangle and their counterparts in the eastern part of the Mara.
A flow assessment and trans-boundary river basin management plan between Kenya and Tanzania was completed for the river to sustain the ecosystem and the basic needs of 1 million people who depend on its water.
The Mara Predator Project also operates in the Maasai Mara, cataloging and monitoring lion populations throughout the region. Concentrating on the northern conservancies where communities coexist with wildlife, the project aims to identify population trends and responses to changes in land management, human settlements, livestock movements and tourism.
Since October 2012, the Mara-Meru Cheetah Project has worked in the Mara monitoring cheetah population, estimating population status and dynamics, and evaluating the predator impact and human activity on cheetah behavior and survival. The head of the Project, Elena Chelysheva, was working in 2001-2002 as Assistant Researcher at the Kenya Wildlife Service (KWS) Maasai-Mara Cheetah Conservation Project. At that time, she developed original method of cheetah identification based on visual analysis of the unique spot patterns on front limbs (from toes to shoulder) and hind limbs (from toes to the hip), and spots and rings on the tail. Collected over the years, photographic data allows the project team to trace kinship between generations and build Mara cheetah pedigree. The data collected helps to reveal parental relationship between individuals, survival rate of cubs, cheetah lifespan and personal reproductive history.
The Maasai Mara is one of the most famous safari destinations in Africa. Entry fees are currently US$ 70 for adult non-East African Residents per 24 hours (if staying at a property inside the Reserve) or US$ 80 if outside the reserve, and $40 for children. There are a number of lodges and tented camps catering for tourists inside or bordering the Reserve and within the various separate Conservancies which border the main reserve. However, the main reserve is unfenced even along the border with Serengeti (Tanzania) which means there is free movement of wildlife throughout the ecosystem.
Although one third of the whole Maasai Mara in the western part if the larger reserve, The Mara Triangle has only two permanent lodges within its boundaries, namely the Mara Serena Lodge and Little Governors Camp (compared to the numerous camps and lodges on the Narok side) and has well maintained, all weather gravel roads. The rangers patrol regularly which means that there is less poaching and excellent game viewing. There is also strict control over vehicle numbers around animal sightings, allowing for a better experience when out on a game drive. Most lodges within the region charge higher rates during the Migration season, although the Maasai Mara is home to prolific wildlife year-round.
There are several airfields which serve the camps and lodges in the Maasai Mara, including Mara Serena Airstrip, Musiara Airstrip and Keekorok, Kichwa Tembo, Ngerende Airport, Ol Kiombo and Angama Mara Airstrips, and several airlines such as SafariLink and AirKenya fly scheduled services from Nairobi and elsewhere multiple times a day. Helicopter flights over the reserve are limited to a minimum height of 1,500 ft.
Game drives are the most popular activity in the Maasai Mara, but other activities include hot air ballooning, nature walks, photographic safaris and cultural experiences.
The BBC Television show titled ""Big Cat Diary"" was filmed in the Maasai Mara. The show followed the lives of the big cats living in the reserve. The show highlighted scenes from the Reserve's Musiara marsh area and the Leopard Gorge, the Fig Tree Ridge areas and the Mara River, separating the Serengeti and the Maasai Mara.
In 2018, the Angama Foundation, a non-profit affiliated with Angama Mara, one of the Mara's luxury safari camps, launched the Greatest Maasai Mara Photographer of the Year competition, showcasing the Mara as a year-round destination and raise funds for conservation initiatives active in the Mara. The inaugural winner was British photographer Anup Shah. The 2019 winner was Lee-Anne Robertson from South Africa.
A study funded by WWF and conducted by ILRI between 1989 and 2003 monitored hoofed species in the Mara on a monthly basis, and found that losses were as high as 75 percent for giraffes, 80 percent for common warthogs, 76 percent for hartebeest, and 67 percent for impala. The study blames the loss of animals on increased human settlement in and around the reserve. The higher human population density leads to an increased number of livestock grazing in the park and an increase in poaching. The article claims, "The study provides the most detailed evidence to date on the declines in the ungulate (hoofed animals) populations in the Mara and how this phenomenon is linked to the rapid expansion of human populations near the boundaries of the reserve."
The rise of local populations in areas neighbouring the reserve has led to the formation of conservation organisations such as the Mara Elephant Project who aim to ensure the peaceful and prosperous co-existence of humans alongside wildlife. Human wildlife conflict is seen as a leading threat to the reserve as the population continues to grow.
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Maasai people
The Maasai () are a Nilotic ethnic group inhabiting northern, central and southern Kenya and northern Tanzania. They are among the best known local populations internationally due to their residence near the many game parks of the African Great Lakes, and their distinctive customs and dress. The Maasai speak the Maa language (ɔl Maa), a member of the Nilotic language family that is related to the Dinka, Kalenjin and Nuer languages. Except for some elders living in rural areas, most Maasai people speak the official languages of Kenya and Tanzania, Swahili and English. The Maasai population has been reported as numbering 1,189,522 in Kenya in the 2019 census, compared to 377,089 in the 1989 census.
The Tanzanian and Kenyan governments have instituted programs to encourage the Maasai to abandon their traditional semi-nomadic lifestyle, but the people have continued their age-old customs. Many Maasai tribes throughout Tanzania and Kenya welcome visits to their villages to experience their culture, traditions, and lifestyle, in return for a fee.
The Maasai inhabit the African Great Lakes region and arrived via the South Sudan. Most Nilotic speakers in the area, including the Maasai, the Turkana and the Kalenjin, are pastoralists, and are famous for their fearsome reputations as warriors and cattle-rustlers. The Maasai and other groups in East Africa have adopted customs and practices from neighboring Cushitic-speaking groups, including the age set system of social organization, circumcision, and vocabulary terms.
According to their oral history, the Maasai originated from the lower Nile valley north of Lake Turkana (Northwest Kenya) and began migrating south around the 15th century, arriving in a long trunk of land stretching from what is now northern Kenya to what is now central Tanzania between the 17th and late 18th century. Many ethnic groups that had already formed settlements in the region were forcibly displaced by the incoming Maasai, while other, mainly Southern Cushitic groups, were assimilated into Maasai society. The Nilotic ancestors of the Kalenjin likewise absorbed some early Cushitic populations.
The Maasai territory reached its largest size in the mid-19th century, and covered almost all of the Great Rift Valley and adjacent lands from Mount Marsabit in the north to Dodoma in the south. At this time the Maasai, as well as the larger Nilotic group they were part of, raised cattle as far east as the Tanga coast in Tanganyika (now mainland Tanzania). Raiders used spears and shields, but were most feared for throwing clubs (orinka) which could be accurately thrown from up to 70 paces (appx. 100 metres). In 1852, there was a report of a concentration of 800 Maasai warriors on the move in what is now Kenya. In 1857, after having depopulated the "Wakuafi wilderness" in what is now southeastern Kenya, Maasai warriors threatened Mombasa on the Kenyan coast.
Because of this migration, the Maasai are the southernmost Nilotic speakers. The period of expansion was followed by the Maasai "Emutai" of 1883–1902. This period was marked by epidemics of contagious bovine pleuropneumonia, rinderpest (see 1890s African rinderpest epizootic), and smallpox. The estimate first put forward by a German lieutenant in what was then northwest Tanganyika, was that 90% of cattle and half of wild animals perished from rinderpest. German doctors in the same area claimed that "every second" African had a pock-marked face as the result of smallpox. This period coincided with drought. Rains failed completely in 1897 and 1898.
The Austrian explorer Oscar Baumann travelled in Maasai lands between 1891 and 1893, and described the old Maasai settlement in the Ngorongoro Crater in the 1894 book "Durch Massailand zur Nilquelle" ("Through the lands of the Maasai to the source of the Nile"): "There were women wasted to skeletons from whose eyes the madness of starvation glared ... warriors scarcely able to crawl on all fours, and apathetic, languishing elders. Swarms of vultures followed them from high, awaiting their certain victims." By one estimate two-thirds of the Maasai died during this period.
Starting with a 1904 treaty, and followed by another in 1911, Maasai lands in Kenya were reduced by 60% when the British evicted them to make room for settler ranches, subsequently confining them to present-day Samburu, Laikipia, Kajiado and Narok districts. Maasai in Tanganyika (now mainland Tanzania) were displaced from the fertile lands between Mount Meru and Mount Kilimanjaro, and most of the fertile highlands near Ngorongoro in the 1940s. More land was taken to create wildlife reserves and national parks: Amboseli National Park, Nairobi National Park, Maasai Mara, Samburu National Reserve, Lake Nakuru National Park and Tsavo in Kenya; and Lake Manyara, Ngorongoro Conservation Area, Tarangire and Serengeti National Park in what is now Tanzania.
Maasai are pastoralist and have resisted the urging of the Tanzanian and Kenyan governments to adopt a more sedentary lifestyle. They have demanded grazing rights to many of the national parks in both countries.
The Maasai people stood against slavery and lived alongside most wild animals with an aversion to eating game and birds. Maasai land now has East Africa's finest game areas. Maasai society never condoned traffic of human beings, and outsiders looking for people to enslave avoided the Maasai.
Essentially there are twenty-two geographic sectors or sub tribes of the Maasai community, each one having its own customs, appearance, leadership and dialects. These subdivisions are known as 'nations' or' iloshon'in the Maa language: the Keekonyokie, Damat, Purko, Wuasinkishu, Siria, Laitayiok, Loitai, Kisonko, Matapato, Dalalekutuk, Loodokolani, Kaputiei, Moitanik, Ilkirasha, Samburu, Lchamus, Laikipia, Loitokitoki, Larusa, Salei, Sirinket and Parakuyo.
Recent advances in genetic analyses have helped shed some light on the ethnogenesis of the Maasai people. Genetic genealogy, a tool that uses the genes of modern populations to trace their ethnic and geographic origins, has also helped clarify the possible background of the modern Maasai.
The Maasai's autosomal DNA has been examined in a comprehensive study by Tishkoff et al. (2009) on the genetic affiliations of various populations in Africa. According to the study's authors, the Maasai "have maintained their culture in the face of extensive genetic introgression". Tishkoff et al. also indicate that: "Many Nilo-Saharan-speaking populations in East Africa, such as the Maasai, show multiple cluster assignments from the Nilo-Saharan [...] and Cushitic [...] AACs, in accord with linguistic evidence of repeated Nilotic assimilation of Cushites over the past 3000 years and with the high frequency of a shared East African–specific mutation associated with lactose tolerance."
A Y chromosome study by Wood et al. (2005) tested various Sub-Saharan populations, including 26 Maasai males from Kenya, for paternal lineages. The authors observed haplogroup E1b1b-M35 (not M78) in 35% of the studied Maasai. E1b1b-M35-M78 in 15%, their ancestor with the more northerly Cushitic males, who possess the haplogroup at high frequencies lived more than 13 000 years ago. The second most frequent paternal lineage among the Maasai was Haplogroup A3b2, which is commonly found in Nilotic populations, such as the Alur; it was observed in 27% of Maasai males. The third most frequently observed paternal DNA marker in the Maasai was E1b1a1-M2 (E-P1), which is very common in the Sub-Saharan region; it was found in 12% of the Maasai samples. Haplogroup B-M60 was also observed in 8% of the studied Maasai, which is also found in 30% (16/53) of Southern Sudanese Nilotes.
According to an mtDNA study by Castri et al. (2008), which tested Maasai individuals in Kenya, the maternal lineages found among the Maasai are quite diverse, but similar in overall frequency to that observed in other Nilo-Hamitic populations from the region, such as the Samburu. Most of the tested Maasai belonged to various macro-haplogroup L sub-clades, including L0, L2, L3, L4 and L5. Some maternal gene flow from North and Northeast Africa was also reported, particularly via the presence of mtDNA haplogroup M lineages in about 12.5% of the Maasai samples.
Maasai society is strongly patriarchal in nature, with elder men, sometimes joined by retired elders, deciding most major matters for each Maasai group. A full body of oral law covers many aspects of behavior. Formal capital punishment is unknown, and normally payment in cattle will settle matters. An out-of-court process is also practiced called "amitu", 'to make peace', or "arop", which involves a substantial apology.
The monotheistic Maasai worship a single deity called "Enkai" or "Engai". Engai has a dual nature: Engai Narok (Black God) is benevolent, and Engai Na-nyokie (Red God) is vengeful. There are also two pillars or totems of Maasai society: Oodo Mongi, the Red Cow and Orok Kiteng, the Black Cow with a subdivision of five clans or family trees. The Maasai also have a totemic animal, which is the lion; however, the animal can be killed. The way the Maasai kill the lion differs from trophy hunting as it is used in the rite of passage ceremony. The "Mountain of God", Ol Doinyo Lengai, is located in northernmost Tanzania and can be seen from Lake Natron in southernmost Kenya. The central human figure in the Maasai religious system is the whose roles include shamanistic healing, divination and prophecy, and ensuring success in war or adequate rainfall. Today, they have a political role as well due to the elevation of leaders. Whatever power an individual laibon had was a function of personality rather than position. Many Maasai have also adopted Christianity and Islam. The Maasai are known for their intricate jewelry and for decades, have sold these items to tourists as a business.
A once high infant mortality rate among the Maasai has led to babies not truly being recognized until they reach an age of 3 months "ilapaitin". Educating Maasai women to use clinics and hospitals during pregnancy has enabled more infants to survive. The exception is found in extremely remote areas. For Maasai living a traditional life, the end of life is virtually without ceremony, and the dead are left out for scavengers. A corpse rejected by scavengers is seen as having something wrong with it, and liable to cause social disgrace; therefore, it is not uncommon for bodies to be covered in fat and blood from a slaughtered ox. Burial has in the past been reserved for great chiefs, since it is believed to be harmful to the soil.
Traditional Maasai lifestyle centres around their cattle which constitute their primary source of food. The measure of a man's wealth is in terms of cattle and children. A herd of 50 cattle is respectable, and the more children the better. A man who has plenty of one but not the other is considered to be poor. A Maasai religious belief relates that God gave them all the cattle on earth, leading to the belief that rustling cattle from other tribes is a matter of taking back what is rightfully theirs, a practice that has become much less common.
All of the Maasai's needs for food are met by their cattle. They eat the meat, drink the milk daily, and drink the blood on occasion. Bulls, goats, and lambs are slaughtered for meat on special occasions and for ceremonies. Though the Maasai's entire way of life has historically depended on their cattle, more recently with their cattle dwindling, the Maasai have grown dependent on food such as sorghum, rice, potatoes and cabbage (known to the Maasai as goat leaves).
A traditional pastoral lifestyle has become increasingly difficult due to outside influences of the modern world. Garrett Hardin's article, outlining the "tragedy of the commons", as well as Melville Herskovits' "cattle complex" helped to influence ecologists and policy makers about the harm Maasai pastoralists were causing to savannah rangelands. This concept was later proven false by anthropologists but is still deeply ingrained in the minds of ecologists and Tanzanian officials. This influenced British colonial policy makers in 1951 to remove all Maasai from the Serengeti National Park and relegate them to areas in and around the Ngorongoro Conservation Area (NCA). The plan for the NCA was to put Maasai interests above all else, but this promise was never met. The spread of HIV was rampant.
Due to an increase in Maasai population, loss of cattle populations to disease, and lack of available rangelands because of new park boundaries and the incursion of settlements and farms by other tribes (this is also the chief reason for the decline in wildlife-habitat loss, with the second being poaching), the Maasai were forced to develop new ways of sustaining themselves. Many Maasai began to cultivate maize and other crops to get by, a practice that was culturally viewed negatively. Cultivation was first introduced to the Maasai by displaced WaArusha and WaMeru women who were married to Maasai men; subsequent generations practiced a mixed livelihood. To further complicate their situation, in 1975 the Ngorongoro Conservation Area banned cultivation practices. In order to survive they are forced to participate in Tanzania's monetary economy. They have to sell their animals and traditional medicines in order to buy food. The ban on cultivation was lifted in 1992 and cultivation has again become an important part of Maasai livelihood. Park boundaries and land privatisation has continued to limit grazing area for the Maasai and have forced them to change considerably.
Over the years, many projects have begun to help Maasai tribal leaders find ways to preserve their traditions while also balancing the education needs of their children for the modern world.
The emerging forms of employment among the Maasai people include farming, business (selling of traditional medicine, running of restaurants/shops, buying and selling of minerals, selling milk and milk products by women, embroideries), and wage employment (as security guards/ watchmen, waiters, tourist guides), and others who are engaged in the public and private sectors.
Many Maasai have moved away from the nomadic life to positions in commerce and government. Yet despite the sophisticated urban lifestyle they may lead, many will happily head homewards dressed in designer clothes, only to emerge from the traditional family homestead wearing a shuka (colourful piece of cloth), cow hide sandals and carrying a wooden club (o-rinka) - at ease with themselves.
The central unit of Maasai society is the age-set. Young boys are sent out with the calves and lambs as soon as they can toddle, but childhood for boys is mostly playtime, with the exception of ritual beatings to test courage and endurance. Girls are responsible for chores such as cooking and milking, skills which they learn from their mothers at an early age. Every 15 years or so, a new and individually named generation of Morans or Il-murran (warriors) will be initiated. This involves most boys between 12 and 25, who have reached puberty and are not part of the previous age-set. One rite of passage from boyhood to the status of junior warrior is a circumcision ceremony performed without anaesthetic. In modern times, boys living close to towns with doctors may endure the ceremony in safer conditions, but still without anaesthetic because they must endure the pain that will lead them to manhood. This ritual is typically performed by the elders, who use a sharpened knife and makeshift cattle hide bandages for the procedure. The Maa word for circumcision is emorata. The boy must endure the operation in silence. Expressions of pain bring dishonor, albeit temporarily. Any exclamations can cause a mistake in the delicate and tedious process, which can result in lifelong scarring, dysfunction, and pain. The healing process will take 3–4 months, during which urination is painful and nearly impossible at times, and boys must remain in black clothes for a period of 4–8 months.
During this period, the newly circumcised young men will live in a "manyatta", a "village" built by their mothers. The manyatta has no encircling barricade for protection, emphasizing the warrior role of protecting the community. No inner kraal is built, since warriors neither own cattle nor undertake stock duties. Further rites of passage are required before achieving the status of senior warrior, culminating in the eunoto ceremony, the "coming of age".
When a new generation of warriors is initiated, the existing Il-murran will graduate to become junior elders, who are responsible for political decisions until they in turn become senior elders. This graduation from warrior to junior elder takes place at a large gathering known as Eunoto. The long hair of the former warriors is shaved off; elders must wear their hair short. Warriors are not allowed to have sexual relations with circumcised women, though they may have girlfriends who are uncircumcised girls. At Eunoto, the warriors who managed to abide by this rule are specially recognized.
The warriors spend most of their time now on walkabouts throughout Maasai lands, beyond the confines of their sectional boundaries. They are also much more involved in cattle trading than they used to be, developing and improving basic stock through trades and bartering rather than stealing as in the past.
One myth about the Maasai is that each young man is supposed to kill a lion before he is circumcised. Lion hunting was an activity of the past, but it has been banned in Southeast Africa – yet lions are still hunted when they maul Maasai livestock, and young warriors who engage in traditional lion killing do not face significant consequences. Increasing concern regarding lion populations has given rise to at least one program which promotes accepting compensation when a lion kills livestock, rather than hunting and killing the predator. Nevertheless, killing a lion gives one great value and celebrity status in the community.
Young women also undergo excision ("female circumcision", "female genital mutilation," "emorata") as part of an elaborate rite of passage ritual called "Emuatare," the ceremony that initiates young Maasai girls into adulthood through ritual circumcision and then into early arranged marriages. The Maasai believe that female circumcision is necessary and Maasai men may reject any woman who has not undergone it as either not marriageable or worthy of a much-reduced bride price. In Eastern Africa, uncircumcised women, even those highly educated members of parliament like Linah Kilimo, can be accused of not being mature enough to be taken seriously. To others the practice of female circumcision is known as female genital mutilation, and draws a great deal of criticism from both abroad and many women who have undergone it, such as Maasai activist Agnes Pareyio. It has recently been replaced in some instances by a "cutting with words" ceremony involving singing and dancing in place of the mutilation. However, the practice remains deeply ingrained and valued by the culture. The Maa word for circumcision, "emorata," is used for both female and male genital mutilation. Female genital cutting is illegal in both Kenya and Tanzania. These circumcisions are usually performed by an invited 'practitioner' who is often not Maasai, usually from a Dorobo group. The knives and blades which make the cut are fashioned by blacksmiths, il-kunono, who make their weapons for the Maasai who do not make their own:(knives, short swords (ol alem or simi or seme), spears, etc.). Similarly to the young men, women who will be circumcised wear dark clothing, paint their faces with markings, and then cover their faces on completion of the ceremony.
Married women who become pregnant are excused from all heavy work such as milking and gathering firewood. Sexual relations are also banned and there are specific rules applied to pregnant women.
The Maasai are traditionally polygynous; this is thought to be a long-standing and practical adaptation to high infant and warrior mortality rates. Polyandry is also practiced. However, today this practice is usually abandoned. A woman marries not just her husband but the entire age group. Men are expected to give up their bed to a visiting age-mate guest; however, today this practice is usually abandoned. The woman decides strictly on her own if she will join the visiting male. Any child which may result is the husband's child and his descendant in the patrilineal order of Maasai society. "Kitala", a kind of divorce or refuge, is possible in the house of a wife's father, usually for gross mistreatment of the wife. Repayment of the bride price, custody of children, etc., are mutually agreed upon.
Maasai music traditionally consists of rhythms provided by a chorus of vocalists singing harmonies while a song leader, or olaranyani, sings the melody. The olaranyani is usually the singer who can best sing that song, although several individuals may lead a song. The olaranyani begins by singing a line or title (namba) of a song. The group will respond with one unanimous call in acknowledgment, and the olaranyani will sing a verse over the group's rhythmic throat singing. Each song has its specific namba structure based on call-and-response. Common rhythms are variations of 5/4, 6/4 and 3/4 time signatures. Lyrics follow a typical theme and are often repeated verbatim over time. Neck movements accompany singing. When breathing out the head is leaned forward. The head is tilted back for an inward breath. Overall the effect is one of polyphonic syncopation. Unlike most other African tribes, Maasai widely use drone polyphony.
Women chant lullabies, humming songs, and songs praising their sons. Nambas, the call-and-response pattern, repetition of nonsensical phrases, monophonic melodies, repeated phrases following each verse being sung on a descending scale, and singers responding to their own verses are characteristic of singing by females. When many Maasai women gather together, they sing and dance among themselves.
One exception to the vocal nature of Maasai music is the use of the horn of the Greater Kudu to summon morans for the Eunoto ceremony.
Both singing and dancing sometimes occur around manyattas, and involve flirting. Young men will form a line and chant rhythmically, "Oooooh-yah", with a growl and staccato cough along with the thrust and withdrawal of their lower bodies. Girls stand in front of the men and make the same pelvis lunges while singing a high dying fall of "Oiiiyo..yo" in counterpoint to the men. Although bodies come in close proximity, they do not touch.
Eunoto, the coming of age ceremony of the warrior, can involve ten or more days of singing, dancing and ritual. The warriors of the Il-Oodokilani perform a kind of march-past as well as the adumu, or aigus, sometimes referred as "the jumping dance" by non-Maasai. (Both adumu and aigus are Maa verbs meaning "to jump" with adumu meaning "To jump up and down in a dance".) Warriors are well known for, and often photographed during, this competitive jumping. A circle is formed by the warriors, and one or two at a time will enter the center to begin jumping while maintaining a narrow posture, never letting their heels touch the ground. Members of the group may raise the pitch of their voices based on the height of the jump.
The girlfriends of the moran (intoyie) parade themselves in their most spectacular costumes as part of the eunoto. The mothers of the moran sing and dance in tribute to the courage and daring of their sons.
The piercing and stretching of earlobes is common among the Maasai as with other tribes. Various materials have been used to both pierce and stretch the lobes, including thorns for piercing, twigs, bundles of twigs, stones, the cross section of elephant tusks and empty film canisters. Fewer and fewer Maasai, particularly boys, follow this custom. Women wear various forms of beaded ornaments in both the ear lobe, and smaller piercings at the top of the ear. Amongst Maasai males, circumcision is practiced as a ritual of transition from boyhood to manhood. Women are also circumcised (as described above).
The removal of deciduous canine tooth buds in early childhood is a practice that has been documented in the Maasai of Kenya and Tanzania. There exists a strong belief among the Maasai that diarrhea, vomiting and other febrile illnesses of early childhood are caused by the gingival swelling over the canine region, which is thought to contain 'worms' or 'nylon' teeth. This belief and practice is not unique to the Maasai. In rural Kenya a group of 95 children aged between six months and two years were examined in 1991/92. 87% were found to have undergone the removal of one or more deciduous canine tooth buds. In an older age group (3–7 years of age), 72% of the 111 children examined exhibited missing mandibular or maxillary deciduous canines.
Traditionally, the Maasai diet consisted of raw meat, raw milk, and raw blood from cattle. Note that the Maasai cattle are of the Zebu variety. In the summer of 1935 Dr. Weston A. Price visited the Maasai and reported that according to Dr. Anderson from the local government hospital in Kenya most tribes were disease-free. Many had not a single tooth attacked by dental caries nor a single malformed dental arch. In particular the Maasai had a very low 0.4% of bone caries. He attributed that to their diet consisting of (in order of volume) raw milk, raw blood, raw meat and some vegetables and fruits, although in many villages they do not eat any fruit or vegetables at all. He noted that when available every growing child and every pregnant or lactating woman would receive a daily ration of raw blood. Dr. Weston A. Price also noted the government efforts back in 1935 to turn the Maasai into farmers. An ILCA study (Nestel 1989) states: "Today, the stable diet of the Maasai consists of cow's milk and maize-meal. The former is largely drunk fresh or in sweet tea and the latter is used to make a liquid or solid porridge. The solid porridge is known as ugali and is eaten with milk; unlike the liquid porridge, ugali is not prepared with milk. Animal fats or butter are used in cooking, primarily of porridge, maize, and beans. Butter is also an important infant food."
Studies by the International Livestock Centre for Africa (Bekure et al. 1991) shows a very great change in the diet of the Maasai towards non-livestock products with maize comprising 12–39 percent and sugar 8–13 percent; about one litre of milk is consumed per person daily.
Most of the milk is consumed as fermented milk or buttermilk (a by-product of butter making). Milk consumption figures are very high by any standards. The needs for protein and essential amino acids are more than adequately satisfied. However, the supply of iron, niacin, vitamin C, vitamin A, thiamine and energy are never fully met by a purely milk diet. Due to changing circumstances, especially the seasonal nature of the milk supply and frequent droughts, most pastoralists, including the Maasai, now include substantial amounts of grain in their diets.
The Maasai herd goats and sheep, including the Red Maasai sheep, as well as the more prized cattle. Electrocardiogram tests applied to 400 young adult male Maasai found no evidence whatsoever of heart disease, abnormalities or malfunction. Further study with carbon-14 tracers showed that the average cholesterol level was about 50 percent of that of an average American. These findings were ascribed to the amazing fitness of morans, which was evaluated as "Olympic standard".
Soups are probably the most important use of plants for food by Maasai. "Acacia nilotica" is the most frequently used soup plant. The root or stem bark is boiled in water and the decoction drunk alone or added to soup. The Maasai are fond of taking this as a drug, and is known to make them energetic, aggressive and fearless. Maasai eat soup laced with bitter bark and roots containing cholesterol-lowering saponins; those urban Maasai who don't have access to the bitter plants tend to develop heart disease. Although consumed as snacks, fruits constitute a major part of the food ingested by children and women looking after cattle as well as morans in the wilderness.
The mixing of cattle blood, obtained by nicking the jugular vein, and milk is done to prepare a ritual drink for special celebrations and as nourishment for the sick. However, the inclusion of blood in the traditional diet is waning due to the reduction of livestock numbers. More recently, the Maasai have grown dependent on food produced in other areas such as maize meal, rice, potatoes, cabbage (known to the Maasai as goat leaves) etc. The Maasai who live near crop farmers have engaged in cultivation as their primary mode of subsistence. In these areas, plot sizes are generally not large enough to accommodate herds of animals; thus the Maasai are forced to farm.
As a historically nomadic and then semi-nomadic people, the Maasai have traditionally relied on local, readily available materials and indigenous technology to construct their housing. The traditional Maasai house was in the first instance designed for people on the move and was thus very impermanent in nature. The houses are either somewhat rectangular shaped with extensions or circular, and are constructed by able-bodied women. The structural framework is formed of timber poles fixed directly into the ground and interwoven with a lattice of smaller branches wattle, which is then plastered with a mix of mud, sticks, grass, cow dung, human urine, and ash. The cow dung ensures that the roof is waterproof. The enkaj or engaji is small, measuring about 3 × 5 m and standing only 1.5 m high. Within this space, the family cooks, eats, sleeps, socializes, and stores food, fuel, and other household possessions. Small livestock are also often accommodated within the enkaji. Villages are enclosed in a circular fence (an enkang) built by the men, usually of thorned acacia, a native tree. At night, all cows, goats, and sheep are placed in an enclosure in the centre, safe from wild animals.
Clothing changes by age and location. Young men, for instance, wear black for several months following their circumcision. However, red is a favored colour. Blue, black, striped, and checkered cloth are also worn, as are multicolored African designs. The Maasai began to replace animal skin, calf hides and sheep skin, with commercial cotton cloth in the 1960s.
Shúkà is the Maa word for sheets traditionally worn wrapped around the body. These are typically red, though with some other colors (e.g. blue) and patterns (e.g. plaid). Pink, even with flowers, is not shunned by warriors. One piece garments known as kanga, a Swahili term, are common. Maasai near the coast may wear kikoi, a type of sarong that comes in many different colors and textiles. However, the preferred style is stripes.
Many Maasai in Tanzania wear simple sandals, which were until recently made from cowhides. They are now soled with tire strips or plastic. Both men and women wear wooden bracelets. The Maasai women regularly weave and bead jewellery. This bead work plays an essential part in the ornamentation of their body. Although there are variations in the meaning of the color of the beads, some general meanings for a few colors are: white, peace; blue, water; red, warrior/blood/bravery.
Beadworking, done by women, has a long history among the Maasai, who articulate their identity and position in society through body ornaments and body painting. Before contact with Europeans, the beads were produced mostly from local raw materials. White beads were made from clay, shells, ivory, or bone. Black and blue beads were made from iron, charcoal, seeds, clay, or horn. Red beads came from seeds, woods, gourds, bone, ivory, copper, or brass. When late in the nineteenth century, great quantities of brightly colored European glass beads arrived in Southeast Africa, beadworkers replaced the older beads with the new materials and began to use more elaborate color schemes. Currently, dense, opaque glass beads with no surface decoration and a naturally smooth finish are preferred.
Head shaving is common at many rites of passage, representing the fresh start that will be made as one passes from one to another of life's chapters. Warriors are the only members of the Maasai community to wear long hair, which they weave in thinly braided strands.
Upon reaching the age of 3 "moons", the child is named and the head is shaved clean apart from a tuft of hair, which resembles a cockade, from the nape of the neck to the forehead. The cockade symbolizes the "state of grace" accorded to infants. A woman who has miscarried in a previous pregnancy would position the hair at the front or back of the head, depending on whether she had lost a boy or a girl. This would symbolize the healing of the woman.
Two days before boys are circumcised, their heads are shaved. The young warriors then allow their hair to grow, and spend a great deal of time styling the hair. It is dressed with animal fat and ocher, and parted across the top of the head at ear level. Hair is then plaited: parted into small sections which are divided into two and twisted, first separately then together. Cotton or wool threads may be used to lengthen hair. The plaited hair may hang loose or be gathered together and bound with leather. When warriors go through the "Eunoto", and become elders, their long plaited hair is shaved off.
As males have their heads shaved at the passage from one stage of life to another, a bride to be will have her head shaved, and two rams will be slaughtered in honor of the occasion.
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Medieval fortification
Medieval fortification refers to medieval military methods that cover the development of fortification construction and use in Europe, roughly from the fall of the Western Roman Empire to the Renaissance. During this millennium, fortifications changed warfare, and in turn were modified to suit new tactics, weapons and siege techniques.
Towers of medieval castles were usually made of stone or sometimes (but rarely) wood. Often toward the later part of the era they included battlements and arrow loops. Arrow loops were vertical slits in the wall through which archers inside shot arrows at the attackers, but made it extremely difficult for attackers to get many arrows back through at the defenders.
An exact nature of the walls of a medieval town or city would depend on the resources available for building them, the nature of the terrain, and the perceived threat. In northern Europe, early in the period, walls were likely to have been constructed of wood and proofed against small forces. Especially where stone was readily available for building, the wood will have been replaced by stone to a higher or lower standard of security. This would have been the pattern of events in the Five Boroughs of the Danelaw in England.
In many cases, the wall would have had an internal and an external "pomoerium". This was a strip of clear ground immediately adjacent the wall. The word is from the late medieval, derived from the classical Latin "post murum" ("behind the wall").
An external pomoerium, stripped of bushes and building, gave defenders a clear view of what was happening outside and an unobstructed field of shot. An internal pomoerium gave ready access to the rear of the curtain wall to facilitate movement of the garrison to a point of need. By the end of the sixteenth century, the word had developed further in common use, into "pomery".
Also by that time, the medieval walls were no longer secure against a serious threat from an army, as they were not designed to be strong enough to resist cannon fire. They were sometimes rebuilt, as at Berwick on Tweed, or retained for use against thieves and other threats of a lower order. Very elaborate and complex schemes for town defences were developed in the Netherlands and France, but these belong mainly to the post-medieval periods. By 1600, the medieval wall is likely to have been seen more as a platform for displaying hangings and the pomery as a gathering ground for spectators, or as a source of building stone and a site for its use, respectively. However, a few, such as those of Carcassonne and Dubrovnik, survived fairly well and have been restored to a nearly complete state.
Medieval walls that were no longer adequate for defending were succeeded by the star fort. After the invention of the explosive shell, star forts became obsolete as well.
Harbours or some sort of water access was often essential to the construction of medieval fortification. It was a direct route for trading and fortification. Having direct access to a body of water provided a route for resupply in times of war, an additional method of transportation in times of peace, and potential drinking water for a besieged castle or fortification. The concept of rivers or harbours coming directly up to the walls of fortifications was especially used by the English as they constructed castles throughout Wales.
There is evidence that harbours were fortified, with wooden structures in the water creating a semi-circle around the harbour, or jetties, as seen in an artists reconstruction of Hedeby, in Denmark, with an opening for ships to access the land. Usually, these wooden structures would have small bases at either end, creating a 'watch' and defense platform.
Religion was a central part of the lives of medieval soldiers, and churches, chapels, monasteries, and other buildings of religious function were often included within the walls of any fortification, be it temporary or permanent. A place to conduct religious services was usually essential to the morale of the soldiers.
Motte-and-bailey was the prevalent form of castle during 11th and 12th centuries. A courtyard (called a bailey) was protected by a ditch and a palisade (strong timber fence). Often the entrance was protected by a lifting bridge, a drawbridge or a timber gate tower. Inside the bailey were stables, workshops, and a chapel.
The motte was the final refuge in this type of castle. It was a raised earth mound, and varied considerably, with these mounds being 3 metres to 30 metres in height (10 feet to 100 feet), and from in diameter. There was a tower on top of the motte. In most cases, the tower was made of timber, though some were also made of stones. Stone towers were found in natural mounds, as artificial ones were not strong enough to support stone towers. Larger mottes had towers with many rooms, including the great hall. Smaller ones had only a watch tower.
Construction could sometimes take decades. The string of Welsh castles Edward I of England had built were an exception in that he focused much of the resources of his kingdom on their speedy construction. In addition to paid workers, forced levies of labourers put thousands of men on each site and shortened construction to a few years.
Nature could provide very effective defenses for the castle. For this reason many castles were built on larger hills, cliffs, close to rivers, lakes or even caves.
Materials that were used in the building of castles varied through history. Wood was used for most castles until 1066. They were cheap and were quick to construct. The reason wood fell into disuse as a material is that it is quite flammable. Soon stone became more popular.
Stone castles took years to construct depending on the overall size of the castle. Stone was stronger and of course much more expensive than wood. Most stone had to be quarried miles away, and then brought to the building site. But with the invention of the cannon and gunpowder, castles soon lost their power.
Costs for the walls depended on the material used. Wood would cost very little and was quick to build, but was weak. Stone was strong but very expensive and time-consuming to construct.
Manpower in the medieval era in Europe consisted mainly of serfs.
The height of walls varied widely by castle, but were often thick. They were usually topped with crenellation or parapets that offered protection to defenders. Some also featured machicolations (from the French "machicoulis", approximately "neck-crusher") which consisted of openings between a wall and a parapet, formed by corbelling out the latter, allowing defenders to throw stones, boiling water, and so forth, upon assailants below. Some castles featured additional inner walls, as additional fortifications from which to mount a defense if outer walls were breached.
Any entrance through a wall, being an opening, forms an obvious weak point. To be practical, the entryway would have to accommodate supplies being brought through, yet difficult for attackers to breach. For example, passage over ditches or moats would have to be withdrawn to deny attackers. The use of multiple walls or ditches around an entrance would also make it difficult for defenders to use the entrance practically, necessitating better methods of control. Gates came in many forms, from the simple stone buttress and timber blocks, to the massive and imposing stone archways and thick wooden doors most associated with medieval citadels.
A killing field was an area between the main wall and a secondary wall, so when the first wall was breached the attackers would run into the killing field to be confronted by another wall from which soldiers bombarded them. Soldiers would be positioned atop the second wall and armed with any variety of weapons, ranging from bows to crossbows to simple rocks.
A moat was a common addition to medieval fortifications, and the principal purpose was to simply increase the effective height of the walls and to prevent digging under the walls. In many instances, natural water paths were used as moats, and often extended through ditches to surround as much of the fortification as possible. Provided this was not so unnaturally contrived as to allow an attacker to drain the system, it served two defensive purposes. It made approaching the curtain wall of the castle more difficult and the undermining of the wall virtually impossible. To position a castle on a small island was very favorable from a defensive point of view, although it made deliveries of supplies and building materials more cumbersome and expensive.
A keep is a strong central tower which normally forms the heart of a castle. Often the keep is the most defended area of a castle, and as such may form the main habitation area for a noble or lord, or contain important stores such as the armoury or the main well.
Stairs were also constructed to contain trick or stumble steps. These were steps that had different rise height or tread depth from the rest and would cause anyone running up the stairs to stumble or fall, so slowing down the attackers' progress.
A typical exterior wooden door might be made out of two layers of oak planks. The grain of the wood would run vertically on the front layer and horizontally on the back, like a simple form of plywood. The two layers would be held together by iron studs, and the structure might be strengthened and stiffened with iron bands.
The studs themselves were pointed on the front so that attackers would damage their weapons (swords, axes, etc.) while trying to break through.
From the mid-15th century onwards, the power of cannons grew and medieval walls became obsolete as they were too thin to offer any realistic protection against prolonged bombardment. As a consequence of this, medieval walls were often upgraded with the addition of artillery platforms or bastions, and battlements were replaced by thick parapets with embrasures. In many cases, the medieval walls were dismantled and their stonework, which was still valuable as construction material, was reused in the construction of the new fortifications. The resulting space is often seen in old city centers of Europe even to this day, as broader streets often outline where the old wall once stood (evident for example in Prague and Florence, Italy).
The transition between medieval and early modern fortification can be seen in the fortifications of Rhodes in Greece and the fortifications of Famagusta in Cyprus.
Just as modern military engineers enhance field fortifications with obstacles such as barbed wire, medieval engineers used a number of obstacle types including abatis, caltrops, cheval de frise, and trou de loup.
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https://en.wikipedia.org/wiki?curid=20524
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Mark Whitacre
Mark Edward Whitacre (born May 1, 1957) is an American business executive who came to public attention in 1995 when, as president of the Decatur, Illinois-based BioProducts Division at Archer Daniels Midland (ADM), he became the highest-level corporate executive in U.S. history to become a Federal Bureau of Investigation (FBI) whistleblower. For three years (1992–95), Whitacre acted as a cooperating witness for the FBI, which was investigating ADM for price fixing. In the late 1990s Whitacre was sentenced to 9 years in federal prison for embezzling $9.5 million from ADM at the same time he was assisting the federal price-fixing investigation.
ADM investigated Whitacre's activities and, upon discovering suspicious activity, requested the FBI investigate Whitacre for embezzlement. As a result of $9.5 million in various frauds, Whitacre lost his whistleblower's immunity, and consequently spent eight and a half years in federal prison. He was released in December 2006. Whitacre is currently the chief science officer and President of Operations at Cypress Systems, a California biotechnology firm.
Whitacre was born on May 1, 1957 and grew up in Morrow, Ohio. He holds B.S. and M.S. degrees from Ohio State University, and earned a Ph.D. in Nutritional Biochemistry from Cornell University (1983).
Whitacre was a Ph.D. scientist at Ralston Purina after he graduated from Cornell University in early 1983. He then was Vice President at Degussa from 1984 to 1989 prior to joining ADM. In late 1989, Whitacre became the President of the BioProducts Division at ADM. In 1992, he was promoted to Corporate Vice President of ADM, as well as being President of the BioProducts Division. On August 9, 1995, Whitacre was terminated for conducting a $9.5 million fraud after ADM learned that he was an FBI informant for three years. Whitacre wore a wire for the FBI assisting in one of the largest price fixing cases in U.S. history, against ADM.
After leaving ADM in August 1995, Whitacre was hired as the CEO of Future Health Technologies (FHT), which soon was renamed Biomar International. He worked at Biomar until his incarceration began during early 1998.
In December 2006, after his release from federal prison, Whitacre was hired by Cypress Systems Inc., a California biotechnology company, as the President of Technology and Business Development. In March 2008, Whitacre was promoted to the company's Chief Operating Officer (COO) and President of operations.
In 1992, during an ADM-initiated investigation of corporate espionage and sabotage, Whitacre informed an FBI agent that he and other ADM executives were involved in an illegal multinational lysine price-fixing scheme. Whitacre's wife pressured him into becoming a whistleblower after she threatened to go to the FBI herself.
Over the next three years, Whitacre worked with FBI agents to collect information and record conversations with both ADM executives and its competitors. ADM ultimately settled federal charges for more than $100 million and paid hundreds of millions of dollars more to plaintiffs and customers ($400 million alone on a high-fructose corn syrup class action case).
A few years into the price-fixing investigation, Whitacre confessed to his FBI handlers that he had been involved with corporate kickbacks and money laundering at ADM. Whitacre was later convicted of embezzling $9 million; some of this criminal activity occurred during the time he was cooperating with the FBI.
Whitacre pled guilty to tax evasion and fraud and was sent to prison on March 4, 1998. Although some officials in the FBI and the Department of Justice opposed the length of the penalty, Whitacre was sentenced to nine years in Federal prison. In December 2006, he was released on good behavior after serving eight and a half years.
In his 2000 book, "The Informant", Kurt Eichenwald, a former "The New York Times" reporter, portrays Whitacre as a complex figure: while working for the FBI as one of the best and most effective undercover cooperating witnesses the U.S. government ever had, Whitacre was simultaneously committing a $9 million white-collar crime. According to Eichenwald, preceding the investigation Whitacre was scammed by a group in Nigeria in an advance fee fraud, and suggests that Whitacre's losses in the scam may have been the initial reason behind his embezzlement activity at ADM.
Eichenwald writes that Whitacre lied and became delusional in a failed attempt to save himself, making the FBI investigation much more difficult. "The Informant" details Whitacre's bizarre behavior, including Whitacre cracking under pressure, increasing his mania, telling the media that FBI agents tried to force him to destroy tapes (a story that Whitacre later recanted), and attempting suicide. Two doctors later diagnosed Whitacre as suffering from bipolar disorder. Eichenwald concludes that Whitacre's sentence was unjust because of his mental instability at the time.
Eichenwald, two prosecutors, an FBI agent, and Mark Whitacre (during his incarceration) were featured on a September 15, 2000, episode of the radio program "This American Life" about the ADM case. Eichenwald referred to Whitacre's sentence as "excessive and a law enforcement failure" because Whitacre never received credit for his substantial cooperation in assisting the government with the massive price-fixing case.
Eichenwald's account of Whitacre was called into question by Alan Guebert.
"The Informant!" is a Warner Bros. feature film released on September 18, 2009. Produced by Jennifer Fox and directed by Steven Soderbergh, the dark comedy/drama film stars Matt Damon as Whitacre. The screenplay by Scott Z. Burns is based on Kurt Eichenwald's book, "The Informant", with most of the filming done in Central Illinois (Blue Mound, Moweaqua and Decatur). In the movie, the character of Whitacre is portrayed as exhibiting bizarre behavior, including delusions, mania, and compulsively lying. It was eventually learned that Whitacre was suffering from bipolar disorder.
In his 2000 book, "Rats In The Grain", attorney James B. Lieber focuses on ADM's price-fixing trial and presents Whitacre as an American hero overpowered by ADM's vast political clout. "Rats In The Grain" presents evidence that the U.S. Department of Justice often subjugated itself to ADM's political power and well-connected attorneys in prosecuting Whitacre. Lieber reveals that, in 1996, "ADM CEO, Mr. Dwayne Andreas, told "The Washington Post" that he had known about Whitacre's frauds for three years" and speculates that Whitacre was fired and turned over to the Federal authorities only after ADM learned he had been working as an FBI mole. If he knew about Whitacre's embezzlement for three years, Lieber asks, why didn't Andreas fire Whitacre immediately? Lieber surmises: "There were only two logical explanations for Andreas' behavior: either he did not think the funds were stolen (in other words, they were approved) or he didn't care." Based on the fact that other ADM executives committed crimes such as financial fraud by a former treasurer and technology thefts by others, Lieber concludes that fraud was well-known and widespread at ADM during the 1990s. Lieber suggests that ADM would have not turned Whitacre over to the authorities if he had not been a mole for the FBI.
Like Eichenwald, Lieber concludes that Whitacre's lengthy prison sentence was excessive and unjust when one takes into account Whitacre's cooperation in the much larger price-fixing case.
Lieber also poses this question: "Where will the government obtain the next Mark Whitacre after potential whistleblowers observe how Whitacre was treated?"
Appeals for Whitacre's full pardon or clemency to the White House were supported by several current and former justice department officials: Dean Paisley, a retired 25-year veteran and former FBI supervisor on the price-fixing case; two other FBI agents involved with the case; a former Attorney General of the United States; one of the former Asst. U.S. Attorneys who prosecuted Whitacre; two prosecutors from the Canadian Department of Justice; several Senators and Congressmen; Cornell University and Ohio State University professors; Major League Baseball Hall of Famer Harmon Killebrew; Chuck Colson; and numerous top executives of corporations.
In 2008, more than ten years after the original conviction, Paisley and two other FBI agents went public with praise for Whitacre. Paisley concluded that "Whitacre's fraud case was minuscule as compared to the ADM case Whitacre cooperated with." "Had it not been for the fraud conviction," Paisley said, "he would be a national hero. Well, he is a national hero." Paisley added, "Without him, the biggest antitrust case we've ever had would not have been." On August 4, 2010, in a Discovery Channel documentary, "Undercover: Operation Harvest King", several FBI agents stated that "Whitacre got a raw deal." In addition, official letters from the FBI in support of a Whitacre pardon were published in Floyd Perry's September 2009 book, "Mark Whitacre: Against All Odds."
A Discovery Channel TV documentary titled "Undercover: Operation Harvest King", which documents Mark Whitacre's role in the ADM price fixing case, aired several times during 2009 and 2010. Discovery Channel interviewed the three FBI agents who handled the Mark Whitacre/ADM case (i.e., Dean Paisley, Brian Shepard and Robert Herndon), along with Mark and Ginger Whitacre. The 45-minute documentary is archived.
Whitacre married his high school sweetheart, Ginger Gilbert, on June 16, 1979. Together they have three children.
Whitacre became a Christian during his incarceration, and since his prison release during December 2006, he has been often interviewed by the Christian community-including the Christian Broadcasting Network (CBN)-about redemption, second chances, and the importance of his faith. Forbes reported that Whitacre was guest speaker at the Quantico FBI Academy during 2011 about second chances, and he was keynote speaker for the 40th Annual NAPSA (Pre Trial Services and U.S. Federal Probation) Conference in 2012 along with Robert F. Kennedy Jr.
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https://en.wikipedia.org/wiki?curid=20527
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Marrakesh Agreement
The Marrakesh Agreement, manifested by the Marrakesh Declaration, was an agreement signed in Marrakesh, Morocco, by 123 nations on 15 April 1994, marking the culmination of the 8-year-long Uruguay Round and establishing the World Trade Organization, which officially came into being on 1 January 1995.
The agreement developed out of the General Agreement on Tariffs and Trade (GATT), supplemented by a number of other agreements on issues including trade in services, sanitary and phytosanitary measures, trade-related aspects of intellectual property and technical barriers to trade. It also established a new, more efficient and legally binding means of dispute resolution. The various agreements which make up the Marrakesh Agreement combine as an indivisible whole; no entity can be party to any one agreement without being party to them all.
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https://en.wikipedia.org/wiki?curid=20531
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Mainz
Mainz (; ; , ) is the capital and largest city of Rhineland-Palatinate, Germany. The city is located on the Rhine river at its confluence with the Main river, opposite Wiesbaden on the border with Hesse. Mainz is an independent city with a population of 217,118 (2018) and forms part of the Frankfurt Rhine-Main Metropolitan Region.
Mainz was founded by the Romans in the 1st century BC during the Classical antiquity era, serving as a military fortress on the northernmost frontier of the Roman Empire and as the provincial capital of Germania Superior. Mainz became an important city in the 8th century AD as part of the Holy Roman Empire, becoming the capital of the Electorate of Mainz and seat of the Archbishop-Elector of Mainz, the Primate of Germany. Mainz is famous as the home of Johannes Gutenberg, the inventor of the movable-type printing press, who in the early 1450s manufactured his first books in the city, including the Gutenberg Bible. Mainz was heavily damaged during World War II, with more than 30 air raids destroying about 80 percent of the city's center, including most of the historic buildings. Today, Mainz is a transport hub and a center of wine production.
Mainz is located on the 50th latitude, on the left bank of the river Rhine, opposite the confluence of the Main with the Rhine. The population in the early 2012 was 200,957, an additional 18,619 people maintain a primary residence elsewhere but have a second home in Mainz. The city is part of the Rhein Metro area comprising 5.8 million people. Mainz can easily be reached from Frankfurt International Airport in 25 minutes by commuter railway (Line S8).
Mainz is a river port city as the Rhine which connects with its main tributaries, such as the Neckar, the Main and, later, the Moselle and thereby continental Europe with the Port of Rotterdam and thus the North Sea. Mainz's history and economy are closely tied to its proximity to the Rhine historically handling much of the region's waterborne cargo. Today's huge container port hub allowing trimodal transport is located on the North Side of the town. The river also provides another positive effect, moderating Mainz's climate; making waterfront neighborhoods slightly warmer in winter and cooler in summer.
After the last ice age, sand dunes were deposited in the Rhine valley at what was to become the western edge of the city. The Mainz Sand Dunes area is now a nature reserve with a unique landscape and rare "steppe" vegetation for this area.
While the Mainz legion camp was founded in 13/12 BC on the Kästrich hill, the associated vici and canabae were erected in direction to the Rhine. Historical sources and archaeological findings both prove the importance of the military and civilian Mogontiacum as a port city on the Rhine.
Mainz experiences an oceanic climate (Köppen climate classification "Cfb").
The Roman stronghold or "castrum Mogontiacum", the precursor to Mainz, was founded by the Roman general Drusus perhaps as early as 13/12 BC. As related by Suetonius the existence of "Mogontiacum" is well established by four years later (the account of the death and funeral of Nero Claudius Drusus), though several other theories suggest the site may have been established earlier. Although the city is situated opposite the mouth of the Main, the name of Mainz is not from Main, the similarity being perhaps due to diachronic analogy. Main is from Latin "Menus", the name the Romans used for the river. Linguistic analysis of the many forms that the name "Mainz" has taken on make it clear that it is a simplification of "Mogontiacum". The name appears to be Celtic and ultimately it is. However, it had also become Roman and was selected by them with a special significance. The Roman soldiers defending Gallia had adopted the Gallic god Mogons (Mogounus, Moguns, Mogonino), for the meaning of which etymology offers two basic options: "the great one", similar to Latin magnus, which was used in aggrandizing names such as "Alexander magnus", "Alexander the Great" and "Pompeius magnus", "Pompey the great", or the god of "might" personified as it appears in young servitors of any type whether of noble or ignoble birth.
Mogontiacum was an important military town throughout Roman times, probably due to its strategic position at the confluence of the Main and the Rhine. The town of "Mogontiacum" grew up between the fort and the river. The castrum was the base of Legio XIV "Gemina" and XVI "Gallica" (AD 9–43), XXII "Primigenia", IV "Macedonica" (43–70), I "Adiutrix" (70–88), XXI "Rapax" (70–89), and XIV "Gemina" (70–92), among others. Mainz was also a base of a Roman river fleet, the Classis Germanica. Remains of Roman troop ships (navis lusoria) and a patrol boat from the late 4th century were discovered in 1982/86 and may now be viewed in the "Museum für Antike Schifffahrt". A temple dedicated to Isis Panthea and Magna Mater was discovered in 2000 and is open to the public. The city was the provincial capital of Germania Superior, and had an important funeral monument dedicated to Drusus, to which people made pilgrimages for an annual festival from as far away as Lyon. Among the famous buildings were the largest theatre north of the Alps and a bridge across the Rhine. The city was also the site of the assassination of emperor Severus Alexander in 235.
Alemanni forces under Rando sacked the city in 368. From the last day of 405 or 406, the Siling and Asding Vandals, the Suebi, the Alans, and other Germanic tribes crossed the Rhine, possibly at Mainz. Christian chronicles relate that the bishop, Aureus, was put to death by the Alemannian Crocus. The way was open to the sack of Trier and the invasion of Gaul.
Throughout the changes of time, the Roman castrum never seems to have been permanently abandoned as a military installation, which is a testimony to Roman military judgement. Different structures were built there at different times. The current citadel originated in 1660, but it replaced previous forts. It was used in World War II. One of the sights at the citadel is still the cenotaph raised by legionaries to commemorate their Drusus.
Through a series of incursions during the 4th century Alsace gradually lost its Belgic ethnic character of formerly Germanic tribes among Celts ruled by Romans and became predominantly influenced by the Alamanni. The Romans repeatedly re-asserted control; however, the troops stationed at Mainz became chiefly non-Italic and the emperors had only one or two Italian ancestors in a pedigree that included chiefly peoples of the northern frontier.
The last emperor to station troops serving the western empire at Mainz was Valentinian III (reigned 425–455), who relied heavily on his "Magister militum per Gallias", Flavius Aëtius. By that time the army included large numbers of troops from the major Germanic confederacies along the Rhine, the Alamanni, the Saxons and the Franks. The Franks were an opponent that had risen to power and reputation among the Belgae of the lower Rhine during the 3rd century and repeatedly attempted to extend their influence upstream. In 358 the emperor Julian bought peace by giving them most of Germania Inferior, which they possessed anyway, and imposing service in the Roman army in exchange.
European factions in the time of master Aëtius included Celts, Goths, Franks, Saxons, Alamanni, Huns, Italians, and Alans as well as numerous other minor peoples. Aëtius played them all off against one another in a masterly effort to keep the peace under Roman sovereignty. He used Hunnic troops a number of times. At last a day of reckoning arrived between Aëtius and Attila, both commanding polyglot, multi-ethnic troops. Attila went through Alsace in 451, devastating the country and destroying Mainz and Trier with their Roman garrisons. Shortly after he was thwarted by Flavius Aëtius at the Battle of Châlons, the largest of the ancient world.
Aëtius was not to enjoy the victory long. He was assassinated in 454 by the hand of his employer, who in turn was stabbed to death by friends of Aëtius in 455. As far as the north was concerned this was the effective end of the Roman empire there. After some sanguinary but relatively brief contention a former subordinate of Aëtius, Ricimer, became commander in chief, and was named Patrician. His father was a Suebian; his mother, a princess of the Visigoths. Ricimer did not rule the north directly but set up a client province there, which functioned independently. The capital was at Soissons. Even then its status was equivocal. Many insisted it was the Kingdom of Soissons. which extended across northern France and was ruled in the name of Rome by Aegidius, an ally of emperor Majorian, 457–461, who died about 464. He was succeeded by his son, Syagrius, who was defeated by Clovis in 486.
Previously the first of the Merovingians, Clodio, had been defeated by Aëtius at about 430. His son, Merovaeus, fought on the Roman side against Attila, and his son, Childeric, served in the domain of Soissons. Meanwhile, the Franks were gradually infiltrating and assuming power in this domain from Txxandria (northern Belgium which had been given to them by the Romans to protect as allies). They also moved up the Rhine and created a domain in the region of the former Germania Superior with capital at Cologne. They became known as the Ripuarian Franks as opposed to the Salian Franks. Events moved rapidly in the late 5th century.
After the fall of the Western Roman Empire in 476, the Franks under the rule of Clovis I gained control over western Europe by the year 496. Clovis, son of Childeric, became king of the Salians in 481, ruling from Tournai. In 486 he defeated Syagrius, last governor of the Soissons domain, and took northern France. He extended his reign to Cambrai and Tongeren in 490–491, and repelled the Alamanni in 496. Also in that year he converted to Catholicism from non-Arian Christianity. Clovis annexed the kingdom of Cologne in 508. Thereafter, Mainz, in its strategic position, became one of the bases of the Frankish kingdom. Mainz had sheltered a Christian community long before the conversion of Clovis. His successor Dagobert I reinforced the walls of Mainz and made it one of his seats. A solidus of Theodebert I (534–548) was minted at Mainz.
Charlemagne (768–814), through a succession of wars against other tribes, built a vast Frankian empire in Europe. Mainz from its central location became important to the empire and to Christianity. Meanwhile, language change was gradually working to divide the Franks. Mainz spoke a dialect termed Ripuarian. On the death of Charlemagne, distinctions between France and Germany began to be made. Mainz was not central any longer but was on the border, creating a question of the nationality to which it belonged, which descended into modern times as the question of Alsace-Lorraine.
In the early Middle Ages, Mainz was a centre for the Christianisation of the German and Slavic peoples. The first archbishop in Mainz, Boniface, was killed in 754 while trying to convert the Frisians to Christianity and is buried in Fulda. Boniface held a personal title of archbishop; Mainz became a regular archbishopric see in 781, when Boniface's successor Lullus was granted the pallium by Pope Adrian I. Harald Klak, king of Jutland, his family and followers, were baptized at Mainz in 826, in the abbey of St. Alban's. Other early archbishops of Mainz include Rabanus Maurus, the scholar and author, and Willigis (975–1011), who began construction on the current building of the Mainz Cathedral and founded the monastery of St. Stephan.
From the time of Willigis until the end of the Holy Roman Empire in 1806, the Archbishops of Mainz were archchancellors of the Empire and the most important of the seven Electors of the German emperor. Besides Rome, the diocese of Mainz today is the only diocese in the world with an episcopal see that is called a Holy See ("sancta sedes"). The Archbishops of Mainz traditionally were "primas germaniae", the substitutes of the Pope north of the Alps.
In 1244, Archbishop Siegfried III granted Mainz a city charter, which included the right of the citizens to establish and elect a city council. The city saw a feud between two archbishops in 1461, namely Diether von Isenburg, who was elected Archbishop by the cathedral chapter and supported by the citizens, and Adolf II von Nassau, who had been named archbishop for Mainz by the pope. In 1462, the Archbishop Adolf raided the city of Mainz, plundering and killing 400 inhabitants. At a tribunal, those who had survived lost all their property, which was then divided between those who promised to follow Adolf. Those who would not promise to follow Adolf (amongst them Johannes Gutenberg) were driven out of the town or thrown into prison. The new archbishop revoked the city charter of Mainz and put the city under his direct rule. Ironically, after the death of Adolf II his successor was again Diether von Isenburg, now legally elected by the chapter and named by the Pope.
The Jewish community of Mainz dates to the 10th century CE. It is noted for its religious education. Rabbi Gershom ben Judah (960–1040) taught there, among others. He concentrated on the study of the Talmud, creating a German Jewish tradition. Mainz is also the legendary home of the martyred Rabbi Amnon of Mainz, composer of the Unetanneh Tokef prayer. The Jews of Mainz, Speyer and Worms created a supreme council to set standards in Jewish law and education in the 12th century.
The city of Mainz responded to the Jewish population in a variety of ways, behaving, in a sense, in a bipolar fashion towards them. Sometimes they were allowed freedom and were protected; at other times, they were persecuted. The Jews were expelled in 1012, 1462 (after which they were invited to return), and in 1474. Jews were attacked in 1096 and by mobs in 1283. Outbreaks of the Black Death were usually blamed on the Jews, at which times they were massacred, such as the burning of 11 Jews alive in 1349.
Nowadays the Jewish community is growing rapidly, and a new synagogue by the architect Manuel Herz was constructed in 2010 on the site of the one destroyed by the Nazis on "Kristallnacht" in 1938. The community itself has 1,034 members, according to the Central Council of Jews in Germany, and at least twice as many Jews altogether since many are unaffiliated with Judaism.
During the French Revolution, the French Revolutionary army occupied Mainz in 1792; the Archbishop of Mainz, Friedrich Karl Josef von Erthal, had already fled to Aschaffenburg by the time the French marched in. On 18 March 1793, the Jacobins of Mainz, with other German democrats from about 130 towns in the Rhenish Palatinate, proclaimed the 'Republic of Mainz'. Led by Georg Forster, representatives of the Mainz Republic in Paris requested political affiliation of the Mainz Republic with France, but too late: Prussia was not entirely happy with the idea of a democratic free state on German soil (although the French dominated Mainz was neither free nor democratic). Prussian troops had already occupied the area and besieged Mainz by the end of March 1793. After a siege of 18 weeks, the French troops in Mainz surrendered on 23 July 1793; Prussians occupied the city and ended the Republic of Mainz. It came to the Battle of Mainz in 1795 between Austria and France. Members of the Mainz Jacobin Club were mistreated or imprisoned and punished for treason.
In 1797, the French returned. The army of Napoléon Bonaparte occupied the German territory to the west of the Rhine, and the Treaty of Campo Formio awarded France this entire area. On 17 February 1800, the French "Département du Mont-Tonnerre" was founded here, with Mainz as its capital, the Rhine being the new eastern frontier of la Grande Nation. Austria and Prussia could not but approve this new border with France in 1801. However, after several defeats in Europe during the next years, the weakened Napoléon and his troops had to leave Mainz in May 1814.
In 1816, the part of the former French Département which is known today as Rhenish Hesse () was awarded to the Hesse-Darmstadt, Mainz being the capital of the new Hessian province of Rhenish Hesse. From 1816 to 1866, to the German Confederation Mainz was the most important fortress in the defence against France, and had a strong garrison of Austrian, Prussian and Bavarian troops.
In the afternoon of 18 November 1857, a huge explosion rocked Mainz when the city's powder magazine, the "Pulverturm", exploded. Approximately 150 people were killed and at least 500 injured; 57 buildings were destroyed and a similar number severely damaged in what was to be known as the "Powder Tower Explosion" or "Powder Explosion".
During the Austro-Prussian War in 1866, Mainz was declared a neutral zone. After the founding of the German Empire in 1871, Mainz no longer was as important a stronghold, because in the war of 1870/71 France had lost the territory of Alsace-Lorraine to Germany (which France had occupied piece by piece 1630/1795), and this defined the new border between the two countries.
For centuries the inhabitants of the fortress of Mainz had suffered from a severe shortage of space which led to disease and other inconveniences. In 1872 Mayor Carl Wallau and the council of Mainz persuaded the military government to sign a contract to expand the city. Beginning in 1874, the city of Mainz assimilated the "Gartenfeld", an idyllic area of meadows and fields along the banks of the Rhine to the north of the rampart. The city expansion more than doubled the urban area which allowed Mainz to participate in the industrial revolution which had previously avoided the city for decades.
Eduard Kreyßig was the man who made this happen. Having been the master builder of the city of Mainz since 1865, Kreyßig had the vision for the new part of town, the "Neustadt". He also planned the first sewer system for the old part of town since Roman times and persuaded the city government to relocate the railway line from the Rhine side to the west end of the town. The main station was built from 1882 to 1884 according to the plans of Philipp Johann Berdellé.
The Mainz master builder constructed a number of state-of-the-art public buildings, including the Mainz town hall — which was the largest of its kind in Germany at that time — as well a synagogue, the Rhine harbour and a number of public baths and school buildings. Kreyßig's last work was Christ Church ("Christuskirche"), the largest Protestant church in the city and the first building constructed solely for the use of a Protestant congregation. In 1905 the demolition of the entire circumvallation and the Rheingauwall was taken in hand, according to imperial order of Wilhelm II.
During the German Revolution of 1918 the Mainz Workers' and Soldiers' Council was formed which ran the city from 9 November until the arrival of French troops under the terms of the occupation of the Rhineland agreed in the Armistice. The French occupation was confirmed by the Treaty of Versailles which went into effect 28 June 1919. The Rhineland (in which Mainz is located) was to be a demilitarized zone until 1935 and the French garrison, representing the "Triple Entente", was to stay until reparations were paid.
In 1923 Mainz participated in the Rhineland separatist movement that proclaimed a republic in the Rhineland. It collapsed in 1924. The French withdrew on 30 June 1930. Adolf Hitler became chancellor of Germany in January 1933 and his political opponents, especially those of the Social Democratic Party, were either incarcerated or murdered. Some were able to move away from Mainz in time. One was the political organizer for the SPD, Friedrich Kellner, who went to Laubach, where as the chief justice inspector of the district court he continued his opposition against the Nazis by recording their misdeeds in a 900-page diary.
In March 1933, a detachment from the National Socialist Party in Worms brought the party to Mainz. They hoisted the swastika on all public buildings and began to denounce the Jewish population in the newspapers. In 1936, the Nazis remilitarized the Rhineland with great fanfare, the first move of Nazi Germany's meteoric expansion. The former Triple Entente took no action.
During World War II the citadel at Mainz hosted the Oflag XII-B prisoner of war camp.
The Bishop of Mainz, Albert Stohr, formed an organization to help Jews escape from Germany.
During World War II, more than 30 air raids destroyed about 80 percent of the city's center, including most of the historic buildings. Mainz was captured on 22 March 1945 against uneven German resistance (staunch in some sectors and weak in other parts of the city) by the 90th Infantry Division under William A. McNulty, a formation of the XII Corps under Third Army commanded by General George S. Patton, Jr. Patton used the ancient strategic gateway through "Germania Superior" to cross the Rhine south of Mainz, drive down the Danube towards Czechoslovakia and end the possibility of a Bavarian redoubt crossing the Alps in Austria when the war ended.
From 1945 to 1949, the city was part of the French zone of occupation. When the federal state of Rhineland-Palatinate was founded on 30 August 1946 by the commander of the French army on the French occupation zone Marie Pierre Kœnig, Mainz became capital of the new state. In 1962, the diarist, Friedrich Kellner, returned to spend his last years in Mainz. His life in Mainz, and the impact of his writings, is the subject of the Canadian documentary "".
Following the withdrawal of French forces from Mainz, the United States Army Europe occupied the military bases in Mainz. Today USAREUR only occupies McCulley Barracks in Wackernheim and the Mainz Sand Dunes for training area. Mainz is home to the headquarters of the "Bundeswehr"'s "Landeskommando" Rhineland-Palatinate and other units.
The following list shows the largest minority groups in Mainz :
The destruction caused by the bombing of Mainz during World War II led to the most intense phase of building in the history of the town. During the last war in Germany, more than 30 air raids destroyed about 80 percent of the city's center, including most of the historic buildings. The destructive attack on the afternoon of 27 February 1945 remains the most destructive of all 33 bombings that Mainz has suffered in World War II in the collective memory of most of the population living then. The air raid caused most of the dead and made an already hard-hit city largely leveled.
Nevertheless, the post-war reconstruction took place very slowly. While cities such as Frankfurt had been rebuilt fast by a central authority, only individual efforts were initially successful in rebuilding Mainz. The reason for this was that the French wanted Mainz to expand and to become a model city. Mainz lay within the French-controlled sector of Germany and it was a French architect and town-planner, Marcel Lods, who produced a Le Corbusier-style plan of an ideal architecture. But the very first interest of the inhabitants was the restoration of housing areas. Even after the failure of the model city plans it was the initiative of the French (founding of the Johannes Gutenberg University of Mainz, elevation of Mainz to the state capital of Rhineland-Palatinate, the early resumption of the Mainz carnival) driving the city in a positive development after the war. The City Plan of 1958 by Ernst May allowed a regulated reconstruction for the first time. In 1950, the seat of the government of Rhineland-Palatinate had been transferred to the new Mainz and in 1963 the seat of the new ZDF, notable architects were Adolf Bayer, Richard Jörg and Egon Hartmann. At the time of the two-thousand-years-anniversary in 1962 the city was largely reconstructed. During the 1950s and 1960s the Oberstadt had been extended, Münchfeld and Lerchenberg added as suburbs, the Altstadttangente (intersection of the old town), new neighbourhoods as Westring and Südring contributed to the extension. By 1970 there remained only a few ruins. The new town hall of Mainz had been designed by Arne Jacobsen and finished by Dissing+Weitling. The town used Jacobsens activity for the Danish Novo erecting a new office and warehouse building to contact him. The urban renewal of the old town changed the inner city. In the framework of the preparation of the cathedrals millennium, pedestrian zones were developed around the cathedral, in northern direction to the Neubrunnenplatz and in southern direction across the Leichhof to the Augustinerstraße and Kirschgarten. The 1980s brought the renewal of the façades on the Markt and a new inner-city neighbourhood on the Kästrich. During the 1990s the Kisselberg between Gonsenheim and Bretzenheim, the "Fort Malakoff Center" at the site of the old police barracks, the renewal of the Main Station and the demolition of the first post-war shopping center at the Markt followed by the erection of a new historicising building at the same place.
The city of Mainz is divided into 15 local districts according to the main statute of the city of Mainz. Each local district has a district administration of 13 members and a directly elected mayor, who is the chairman of the district administration. This local council decides on important issues affecting the local area, however, the final decision on new policies is made by the Mainz's municipal council.
In accordance with section 29 paragraph 2 Local Government Act of Rhineland-Palatinate, which refers to municipalities of more than 150,000 inhabitants, the city council has 60 members.
Districts of the town are:
Until 1945, the districts of Bischofsheim (now an independent town), Ginsheim-Gustavsburg (which together are an independent town) belonged to Mainz. The former districts Amöneburg, Kastel, and Kostheim — (in short, "AKK") are now administrated by the city of Wiesbaden (on the north bank of the river). The AKK was separated from Mainz when the Rhine was designated the boundary between the French occupation zone (the later state of Rhineland-Palatinate) and the U.S. occupation zone (Hesse) in 1945.
The coat of arms of Mainz is derived from the coat of arms of the Archbishops of Mainz and features two six-spoked silver wheels connected by a silver cross on a red background.
Mainz is home to a Carnival, the "Mainzer Fassenacht" or "Fastnacht", which has developed since the early 19th century. Carnival in Mainz has its roots in the criticism of social and political injustices under the shelter of cap and bells. Today, the uniforms of many traditional Carnival clubs still imitate and caricature the uniforms of the French and Prussian troops of the past. The height of the carnival season is on Rosenmontag ("rose Monday"), when there is a large parade in Mainz, with more than 500,000 people celebrating in the streets.
The first ever Katholikentag, a festival-like gathering of German Catholics, was held in Mainz in 1848.
Johannes Gutenberg, credited with the invention of the modern printing press with movable type, was born here and died here. Since 1968 the Mainzer Johannisnacht commemorates the person Johannes Gutenberg in his native city. The Mainz University, which was refounded in 1946, is named after Gutenberg; the earlier University of Mainz that dated back to 1477 had been closed down by Napoleon's troops in 1798.
Mainz was one of three important centers of Jewish theology and learning in Central Europe during the Middle Ages. Known collectively as "Shum", the cities of Speyer, Worms and Mainz played a key role in the preservation and propagation of Talmudic scholarship.
The city is the seat of Zweites Deutsches Fernsehen (literally, "Second German Television", ZDF), one of two federal nationwide TV broadcasters. There are also a couple of radio stations based in Mainz.
Other cultural aspects of the city include:
The local football club 1. FSV Mainz 05 has a long history in the German football leagues. Since 2004 it has competed in the Bundesliga (First German soccer league) except a break in second level in 2007–08 season. Mainz is closely associated with renowned coach Jürgen Klopp, who spent the vast majority of his playing career at the club and was also the manager for seven years, leading the club to Bundesliga football for the first time. After leaving Mainz Klopp went on to win two Bundesliga titles and reaching a Champions League final with Borussia Dortmund. In the summer 2011 the club opened its new stadium called Coface Arena, wich was later renamed to Opel Arena. Further relevant football clubs are TSV Schott Mainz, SV Gonsenheim, Fontana Finthen, FC Fortuna Mombach and FVgg Mombach 03.
The local wrestling club ASV Mainz 1888 is currently in the top division of team wrestling in Germany, the Bundesliga. In 1973, 1977 and 2012 the ASV Mainz 1888 won the German championship.
In 2007 the Mainz Athletics won the German Men's Championship in baseball.
As a result of the 2008 invasion of Georgia by Russian troops, Mainz acted as a neutral venue for the Georgian Vs Republic of Ireland football game.
The biggest basketball club in the city is the ASC Theresianum Mainz. Its men's team is playing in the Regionalliga and its women's team is playing in the 2.DBBL.
Universitäts-Sportclub Mainz (University Sports Club Mainz) is a German sports club based in Mainz. It was founded on 9 September 1959 by Berno Wischmann primarily for students of the University of Mainz. It is considered one of the most powerful Athletics Sports clubs in Germany. 50 athletes of USC have distinguished themselves in a half-century in club history at Olympic Games, World and European Championships. In particular in the decathlon dominated USC athletes for decades: Already at the European Championships in Budapest in 1966 Mainz won three (Werner von Moltke, Jörg Mattheis and Horst Beyer) all decathlon medals. In the all-time list of the USC, there are nine athletes who have achieved more than 8,000 points – at the head of Siegfried Wentz (8762 points in 1983) and Guido Kratschmer (1980 world record with 8667 points). Most successful athlete of the association is more fighter, sprinter and long jumper Ingrid Becker (Olympic champion in 1968 in the pentathlon and Olympic champion in 1972 in the 4 × 100 Metres Relay and European champion in 1971 in the long jump). Most famous athletes of the present are the sprinter Marion Wagner (world champion in 2001 in the 4 × 100 Metres Relay) and the pole vaulters Carolin Hingst (Eighth of the 2008 Olympics in Beijing) and Anna Battke.
Three world titles adorn the balance of USC Mainz. For the discus thrower Lars Riedel attended (1991 and 1993) and the already mentioned sprinter Marion Wagner (2001). Added to 5 titles at the European Championships, a total of 65 international medals and 260 victories at the German Athletics Championships.
The players of USC's basketball section played from the season 1968/69 to the season 1974/75 in the National Basketball League (BBL) of the German Basketball Federation (DBB). As a finalist to winning the DBB Cup in 1971 USC Mainz played in the 1971–72 FIBA European Cup Winners' Cup against the Italian Cup winners of Fides Napoli.
The Baseball and Softball Club Mainz Athletics is a German baseball and softball club located in the city of Mainz in Rhineland-Palatinate. The Athletics is one of the largest clubs in the Baseball-Bundesliga Süd in terms of membership, claiming to have hundreds of active players. The club has played in the Baseball-Bundesliga for more than two decades, and has won the German Championship in 2007 and 2016.
Mainz is one of the centers of the German wine economy as a center for wine trade and the seat of the state's wine minister. Due to the importance and history of the wine industry for the federal state, Rhineland-Palatinate is the only state to have such a department.
Since 2008, the city is also member of the Great Wine Capitals Global Network (GWC), an association of well-known wineculture-cities of the world.
Many wine traders also work in the town. The sparkling wine producer Kupferberg produced in Mainz-Hechtsheim and even Henkell — now located on the other side of the river Rhine — had been founded once in Mainz. The famous Blue Nun, one of the first branded wines, had been marketed by the family Sichel.
Mainz had been a wine growing region since Roman times and the image of the wine town Mainz is fostered by the tourist center. The "Haus des Deutschen Weines" (English: House of German Wine), is located in beside the theater. The Mainzer Weinmarkt (wine market) is one of the great wine fairs in Germany.
The Schott AG, one of the world's largest glass manufactures, as well as the Werner & Mertz, a large chemical factory, are based in Mainz. Other companies such as IBM, QUINN Plastics, or Novo Nordisk have their German administration in Mainz as well.
Johann-Joseph Krug, founder of France's famous Krug champagne house in 1843, was born in Mainz in 1800.
Mainz is a major transport hub in southern Germany. It is an important component in European distribution, as it has the fifth largest inter-modal port in Germany. The Port of Mainz, now handling mainly containers, is a sizable industrial area to the north of the city, along the banks of the Rhine. In order to open up space along the city's riverfront for residential development, it was shifted further northwards in 2010.
Mainz Central Station or "Mainz Hauptbahnhof", is frequented by 80,000 travelers and visitors each day and is therefore one of the busiest 21 stations in Germany. It is a stop for the S-Bahn line S8 of the Rhein-Main-Verkehrsverbund. Additionally, the Mainbahn line to Frankfurt Hbf starts at the station. It is served by 440 daily local and regional trains (StadtExpress, RE and RB) and 78 long-distance trains (IC, EC and ICE). Intercity-Express lines connect Mainz with Frankfurt (Main), Karlsruhe Hbf, Worms Hauptbahnhof and Koblenz Hauptbahnhof. It is a terminus of the West Rhine Railway and the Mainz–Ludwigshafen railway, as well as the Alzey–Mainz Railway erected by the Hessische Ludwigsbahn in 1871. Access to the East Rhine Railway is provided by the Kaiserbrücke, a railway bridge across the Rhine at the north end of Mainz.
The station is an interchange point for the Mainz tramway network, and an important bus junction for the city and region (RNN, ORN and MVG).
Mainz offers a wide array of bicycle transportation facilities and events, including several miles of on-street bike lanes. The Rheinradweg (Rhine Cycle Route) is an international cycle route, running from the source to the mouth of the Rhine, traversing four countries at a distance of . Another cycling tour runs towards Bingen and further to the Middle Rhine, a UNESCO World Heritage Site (2002).
Mainz is served by Frankfurt Airport, the busiest airport by passenger traffic in Germany by far, the third busiest in Europe and the ninth busiest worldwide in 2009. Located about east of Mainz, it is connected to the city by an S-Bahn line.
The small Mainz Finthen Airport, located just southwest of Mainz, is used by general aviation only. Another airport, Frankfurt-Hahn Airport located about west of Mainz, is served by a few low-cost carriers.
Mainz is twinned with:
Mainz has a number of different names in other languages and dialects. In Latin it is known as ' or ' and, in the local West Middle German dialect, it is "Määnz" or "Meenz". It is known as ' in French, ' in Italian, ' in Spanish, ' in Portuguese, ' in Polish, "Magentza" () in Yiddish, and ' in Czech and Slovakian.
Before the 20th century, Mainz was commonly known in English as "Mentz" or by its French name of "Mayence". It is the namesake of two American cities named Mentz.
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https://en.wikipedia.org/wiki?curid=20537
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Maria Feodorovna (Dagmar of Denmark)
Maria Feodorovna (26 November 1847 – 13 October 1928), known before her marriage as Princess Dagmar of Denmark, was a Danish princess and Empress of Russia as spouse of Emperor Alexander III (reigned 1881–1894). She was the second daughter and fourth child of King Christian IX of Denmark and Louise of Hesse-Kassel; her siblings included Queen Alexandra of the United Kingdom, King Frederick VIII of Denmark and King George I of Greece. Her eldest son became the last Russian monarch, Tsar Nicholas II of Russia. She lived for ten years after he and his family were killed.
Princess Marie Sophie Frederikke Dagmar was born at the Yellow Palace in Copenhagen. Her father was Prince Christian of Schleswig-Holstein-Sonderburg-Glücksburg, a member of a relatively impoverished princely cadet line. Her mother was Princess Louise of Hesse-Kassel.
She was baptised as a Lutheran and named after her kinswoman Marie Sophie of Hesse-Kassel, Queen Dowager of Denmark as well as the medieval Danish queen, Dagmar of Bohemia. Her godmother was Queen Caroline Amalie of Denmark. Growing up, she was known by the name Dagmar. Most of her life, she was known as Maria Feodorovna, the name which she took when she converted to Orthodoxy immediately before her 1866 marriage to the future Emperor Alexander III. She was known within her family as "Minnie".
In 1852 Dagmar's father became heir-presumptive to the throne of Denmark, largely due to the succession rights of his wife Louise as niece of King Christian VIII. In 1853, he was given the title Prince of Denmark and he and his family were given an official summer residence, Bernstorff Palace. Dagmar's father became King of Denmark in 1863 upon the death of King Frederick VII.
Due to the brilliant marital alliances of his children, he became known as the "Father-in-law of Europe." Dagmar's eldest brother would succeed his father as King Frederick VIII of Denmark (one of whose sons would be elected as King of Norway). Her elder, and favourite, sister, Alexandra married Albert Edward, the Prince of Wales (the future King Edward VII) in March 1863. Alexandra, along with being queen consort of King Edward VII, was also mother of George V of the United Kingdom, which helps to explain the striking resemblance between their sons Nicholas II and George V. Within months of Alexandra's marriage, Dagmar's second older brother, Wilhelm, was elected as King George I of the Hellenes. Her younger sister was Thyra, Duchess of Cumberland. She also had another younger brother, Valdemar.
During her upbringing, Dagmar, together with her sister Alexandra, was given swimming lessons by the Swedish pioneer of swimming for women, Nancy Edberg; she would later welcome Edberg to Russia, where she came on royal scholarship to hold swimming lessons for women.
The rise of Slavophile ideology in the Russian Empire led Alexander II of Russia to search for a bride for the heir apparent, Tsarevich Nicholas Alexandrovich, in countries other than the German states that had traditionally provided consorts for the tsars. In 1864, Nicholas, or "Nixa" as he was known in his family, went to Denmark where he was betrothed to Dagmar. On 22 April 1865 he died from meningitis. His last wish was that Dagmar would marry his younger brother, the future Alexander III. Dagmar was distraught after her young fiancé's death. She was so heartbroken when she returned to her homeland that her relatives were seriously worried about her health. She had already become emotionally attached to Russia and often thought of the huge, remote country that was to have been her home. The disaster had brought her very close to "Nixa's" parents, and she received a letter from Alexander II in which the Emperor attempted to console her. He told Dagmar in very affectionate terms that he hoped she would still consider herself a member of their family. In June 1866, while on a visit to Copenhagen, the Tsarevich Alexander asked Dagmar for her hand. They had been in her room looking over photographs together.
Dagmar left Copenhagen on 1 September 1866. Hans Christian Andersen, who had occasionally been invited to tell stories to Dagmar and her siblings when they were children, was among the crowd which flocked to the quay in order to see her off. The writer remarked in his diary, "Yesterday, at the quay, while passing me by, she stopped and took me by the hand. My eyes were full of tears. What a poor child! Oh Lord, be kind and merciful to her! They say that there is a brilliant court in Saint Petersburg and the tsar's family is nice; still, she heads for an unfamiliar country, where people are different and religion is different and where she will have none of her former acquaintances by her side."
Dagmar was warmly welcomed in Kronstadt by Grand Duke Constantine Nikolaevich of Russia and escorted to St. Petersburg, where she was greeted by her future mother-in-law and sister-in-law on 24 September. On the 29th, she made her formal entry in to the Russian capital dressed in a Russian national costume in blue and gold and traveled with the Empress to the Winter Palace where she was introduced to the Russian public on a balcony. Catherine Radziwill described the occasion: ”rarely has a foreign princess been greeted with such enthusiasm… from the moment she set foot on Russian soil, succeeded in winning to herself all hearts. Her smile, the delightful way she had of bowing to the crowds…, laid immediately the foundation of …popularity”
She converted to Orthodoxy and became Grand Duchess Maria Feodorovna of Russia. The lavish wedding took place on in the Imperial Chapel of the Winter Palace in Saint Petersburg. Financial constraints had prevented her parents from attending the wedding, and in their stead, they sent her brother, Crown Prince Frederick. Her brother-in-law, the Prince of Wales, had also travelled to Saint Petersburg for the ceremony; pregnancy had prevented the Princess of Wales from attending. After the wedding night, Alexander wrote in his diary, "I took off my slippers and my silver embroidered robe and felt the body of my beloved next to mine... How I felt then, I do not wish to describe here. Afterwards we talked for a long time." After the many wedding parties were over the newlyweds moved into the Anichkov Palace in Saint Petersburg where they were to live for the next 15 years, when they were not taking extended holidays at their summer villa Livadia in the Crimean Peninsula.
Maria Feodorovna was beautiful and well received by her Russian peers. Early on she made it a priority to learn the Russian language and to try to understand the Russian people. She rarely interfered with politics, preferring to devote her time and energies to her family, charities, and the more social side of her position. She had also seen the student protests of Kiev and St. Petersburg in the 1860s, and when police were beating students, the students cheered on Maria Feodorovna, to which she replied "They were quite loyal, they cheered me. Why do you allow the police to treat them so brutally?" Her one exception to official politics was her militant anti-German sentiment due to the annexation of Danish territories by Prussia in 1864, a sentiment also expressed by her sister, Alexandra. Prince Gorchakov remarked about this policy: “it is our belief, that Germany will not forget that both in Russia and in England [sic] a Danish Princess has her foot on the steps of the throne.” Maria Feodorovna suffered a miscarriage in 1866 in Denmark while horseback riding.
On 18 May 1868, Maria Feodorovna gave birth to her eldest son, Nicholas. Her next son, Alexander Alexandrovich, born in 1869, died from meningitis in infancy. She would bear Alexander four more children who reached adulthood: George (b. 1871), Xenia (b. 1875), Michael (b. 1878), and Olga (b. 1882). As a mother, she doted on and was quite possessive of her sons. She had a more distant relationship with her daughters.
In 1873, Maria, Alexander, and their two eldest sons made a journey to the United Kingdom. The imperial couple and their children were entertained at Marlborough House by the Prince and Princess of Wales. The royal sisters Maria and Alexandra delighted London society by dressing alike at social gatherings. The following year, Maria and Alexander welcomed the Prince and Princess of Wales to St. Petersburg; they had come for the wedding of the Prince's younger brother, Alfred, to Grand Duchess Maria Alexandrovna, daughter of Tsar Alexander II and the sister of the tsarevich.
On the morning of 13 March 1881, her father-in-law Alexander II of Russia, aged 62, was killed by a bomb on the way back to the Winter Palace from a military parade. In her diary, Maria later described how the wounded, still living Emperor was taken to the palace: "His legs were crushed terribly and ripped open to the knee; a bleeding mass, with half a boot on the right foot, and only the sole of the foot remaining on the left." Alexander II died a few hours later. Although the people were not enamoured of the new emperor, they adored Russia's new empress. As Maria's contemporaries said of her: "She is truly an empress." She was not altogether pleased with her new status. In her diary she wrote, "Our happiest and serenest times are now over. My peace and calm are gone, for now I will only ever be able to worry about Sasha." Despite being haunted by her father-in-law's gruesome death and her anxiety over the safety of her husband, at Alexander II's funeral, she was at least afforded the comfort of the presence of her brother-in-law and favourite sister, the Prince and Princess of Wales, the latter of whom, despite her husband's reluctance and Queen Victoria's objections, stayed on in Russia with Maria for several weeks after the funeral.
Alexander and Maria were crowned at the Assumption Cathedral in the Kremlin in Moscow on 27 May 1883. Just before the coronation, a major conspiracy had been uncovered, which cast a pall over the celebration. Nevertheless, over 8000 guests attended the splendid ceremony. Because of the many threats against Maria and Alexander III, the head of the security police, General Cherevin, shortly after the coronation urged the Tsar and his family to relocate to Gatchina Palace, a more secure location 50 kilometres outside St. Petersburg. The huge palace had 900 rooms and was built by Catherine the Great. The Romanovs heeded the advice. Maria and Alexander III lived at Gatchina for 13 years, and it was here that their five surviving children grew up. Under heavy guard, Alexander III and Maria made periodic trips from Gatchina to the capital to take part in official events.
Maria is described as a success in her social role as Empress, loved to dance at the balls of high society and became a popular socialite and hostess of the Imperial balls; her daughter Olga commented, “Court life had to run in splendor, and there my mother played her part without a single false step.”, and a contemporary remarked on her success: “of the long gallery of Tsarinas who have sat in state in the Kremlin or paced in the Winter Palace, Marie Feodorovna was perhaps the most brilliant”. She longed for the balls and gatherings in the Winter Palace. These also occurred at Gatchina. Alexander used to enjoy joining in with the musicians, although he would end up sending them off one by one. When that happened, Maria knew the party was over.
As tsarevna, and then as tsarina, Maria Feodorovna had something of a social rivalry with the popular Grand Duchess Marie Pavlovna, wife of her Russian brother-in-law, Grand Duke Vladimir. This rivalry had echoed the one shared by their husbands, and served to exacerbate the rift within the family. While Maria Feodorovna knew better than to publicly criticise both the Grand Duke and Duchess in public, Marie Pavlovna had earned the caustic epithet of "Empress Vladimir" from the tsarina.
Nearly each summer, Maria, Alexander and their children would make an annual trip to Denmark, where her parents, King Christian IX and Queen Louise, hosted family reunions. Maria's brother, King George I, and his wife, Queen Olga, would come up from Athens with their children, and the Princess of Wales, often without her husband, would come with some of her children from the United Kingdom. In contrast to the tight security observed in Russia, the tsar, tsarina and their children relished the relative freedom that they could enjoy at Bernstorff and Fredensborg. The annual family meetings of monarchs in Denmark was regarded as suspicious in Europe, where many assumed they secretly discussed state affairs. Bismarck nicknamed Fredensborg “Europe’s Whispering Gallery” and accused Queen Louise of plotting against him with her children. Maria also had a good relationship with the majority of her in-laws, and was often asked to act as a mediator between them and the tsar. In the words of her daughter Olga: “She proved herself extremely tactful with her in-laws, which was no easy task”.
During Alexander III's reign, the monarchy's opponents quickly disappeared underground. A group of students had been planning to assassinate Alexander III on the sixth anniversary of his father's death at the Peter and Paul Cathedral in St. Petersburg. The plotters had stuffed hollowed-out books with dynamite, which they intended to throw at the Tsar when he arrived at the cathedral. However, the Russian secret police uncovered the plot before it could be carried out. Five students were hanged in 1887; amongst them was Aleksandr Ulyanov, older brother of Vladimir Lenin.
The biggest threat to the lives of the tsar and his family, however, came not from terrorists, but from a derailment of the imperial train in the fall of 1888. Maria and her family had been at lunch in the dining car when the train jumped the tracks and slid down an embankment, causing the roof of the dining car to nearly cave in on them.
When Maria's eldest sister Alexandra visited Gatchina in July 1894, she was surprised to see how weak her brother-in-law Alexander III had become. At the time Maria had long known that he was ill and did not have long left. She now turned her attention to her eldest son, the future Nicholas II, for it was on him that both her personal future and the future of the dynasty now depended.
Nicholas had long had his heart set on marrying Princess Alix of Hesse-Darmstadt, a favourite grandchild of Queen Victoria. Despite the fact that she was their godchild, neither Alexander III nor Maria approved of the match. Nicholas summed up the situation as follows: "I wish to move in one direction, and it is clear that Mama wishes me to move in another – my dream is to one day marry Alix." Maria and Alexander found Alix shy and somewhat peculiar. They were also concerned that the young Princess was not possessed of the right character to be Empress of Russia. Nicholas's parents had known Alix as a child and formed the impression that she was hysterical and unbalanced, which may have been due to the loss of her mother and youngest sister, Marie, to diphtheria when she was just six. It was only when Alexander III's health was beginning to fail that they reluctantly gave permission for Nicholas to propose.
On 1 November 1894, Alexander III died aged just 49 at Livadia. In her diary Maria wrote, "I am utterly heartbroken and despondent, but when I saw the blissful smile and the peace in his face that came after, it gave me strength." Two days later, the Prince and Princess of Wales arrived at Livadia from London. While the Prince of Wales took it upon himself to involve himself in the preparations for the funeral, the Princess of Wales spent her time comforting grieving Maria, including praying with her and sleeping at her bedside.
Maria Feodorovna's birthday was a week after the funeral, and as it was a day in which court mourning could be somewhat relaxed, Nicholas used the day to marry Alix of Hesse-Darmstadt, who took the name Alexandra Feodorovna.
Once the death of Alexander III had receded, Maria again took a brighter view of the future. "Everything will be all right", as she said. Maria continued to live in the Anichkov Palace in St. Petersburg and at Gatchina Palace. In May 1896, she travelled to Moscow for the coronation of Nicholas and Alexandra.
As a new Imperial Train was constructed for Nicholas II in time for his coronation, Alexander III's "Temporary Imperial Train" (composed of the cars that had survived the Borki disaster and a few converted standard passenger cars) was transferred to the Empress Dowager's personal use.
During the first years of her son's reign, Maria often acted as the political adviser to the Tsar. Uncertain of his own ability and aware of her connections and knowledge, Tsar Nicholas II often told the ministers that he would ask her advice before making decisions, and the ministers sometimes suggested this themselves. It was reportedly on her advice that Nicholas initially kept his father's ministers. Maria herself estimated that her son was of a weak character and that it was better that he was influenced by her than someone worse. Her daughter Olga remarked upon her influence: “she had never before taken the least interest … now she felt it was her duty. Her personality was magnetic and her zest of activity was incredible. She had her finger on every educational pulse in the empire. She would work her secretaries to shreds, but she did not spare herself. Even when bored in committee she never looked bored. Her manner and, above all, her tact conquered everybody”. After the death of her spouse, Maria came to be convinced that Russia needed reforms to avoid a revolution. According to courtier Paul Benckendorff there was a scene when Maria asked her son not to appoint the conservative Wahl as minister for internal affairs: “during which one [the empress dowager] almost threw herself at his [the tsar's] knees' begging him not to make this appointment and to choose someone who could make concessions. She said that if Nicholas did not agree, she would 'leave for Denmark, and then without me here let them twist your head around'". Nicholas did appoint her favored candidate, and she reportedly told her favoured candidate the liberal reformist Peter Sviatopolk-Mirsky to accept by saying: “You must fulfil my son’s wish; If you do, I will give you a kiss”. After the birth of a son to the tsar the same year, however, Nicholas II replaced his mother as his political confidant and adviser with his wife, Empress Alexandra.
Maria Feodorovna's grandson-in-law, Prince Felix Yusupov, noted that she had great influence in the Romanov family. Sergei Witte praised her tact and diplomatic skill. Nevertheless, despite her social tact, she did not get along well with her daughter-in-law, Tsarina Alexandra, holding her responsible for many of the woes that beset her son Nicholas and the Russian Empire in general. She was appalled with Alexandra's inability to win favour with public, and also that she did not give birth to an heir until almost ten years after her marriage, after bearing four daughters. The fact that Russian court custom dictated that an empress dowager took precedence over an empress consort, combined with the possessiveness that Maria had of her sons, and her jealousy of Empress Alexandra only served to exacerbate tensions between mother-in-law and daughter-in-law. Sophie Buxhoeveden remarked of this conflict: “Without actually clashing they seemed fundamentally unable … to understand one another”, and her daughter Olga commented: “they had tried to understand each other and failed. They were utterly different in character, habits and outlook”. Maria was sociable and a good dancer, with an ability to ingratiate herself with people, while Alexandra, though more intelligent and beautiful, was very shy and closed herself off from the Russian people.
By the turn of the twentieth century, Maria was spending increasing time abroad. In 1906, following the death of their father, King Christian IX, she and her sister, Alexandra, who had become queen-consort of the United Kingdom in 1901, purchased the villa of Hvidøre. The following year, a change in political circumstances allowed Maria Feodorovna to be welcomed to England by King Edward VII and Queen Alexandra, Maria's first visit to England since 1873. Following a visit in early 1908, Maria Feodorovna was present at her brother-in-law and sister's visit to Russia that summer. A little under two years later, Maria Feodorovna travelled to England yet again, this time for the funeral of her brother-in-law, King Edward VII, in May 1910. During her nearly three-month visit to England in 1910, Maria Feodorovna attempted, unsuccessfully, to get her sister, now Queen Dowager Alexandra, to claim a position of precedence over her daughter-in-law, Queen Mary.
Empress Maria Feodorovna, the mistress of Langinkoski retreat, was also otherwise a known friend of Finland. During the first russification period, she tried to have her son halt the constraining of the grand principality's autonomy and to recall the unpopular Governor-General Bobrikov from Finland to some other position in Russia itself. During the second russification period, at the start of the First World War, the Empress Dowager, travelling by her special train through Finland to Saint Petersburg, expressed her continued disapprobation for the russification of Finland by having an orchestra of a welcoming committee play the March of the Pori Regiment and the Finnish national anthem "Maamme", which at the time were under the explicit ban from Franz Albert Seyn, the Governor-General of Finland.
In 1899, Maria's second son, George, died of tuberculosis in the Caucasus. During the funeral, she kept her composure, but at the end of the service, she ran from the church clutching her son's top hat that been atop the coffin and collapsed in her carriage sobbing. Two years later, according to her daughter, Grand Duchess Olga, she arranged Olga's disastrous marriage to Peter, Duke of Oldenburg. For years Nicholas refused to grant his unhappy sister a divorce, only relenting in 1916 in the midst of the War. When Olga attempted to contract a morganatic marriage with Nikolai Kulikovsky, Maria Feodorovna and the tsar tried to dissuade her, yet, they did not protest too vehemently. Indeed, Maria Feodorovna was one of the few people who attended the wedding in November 1916. In 1912, Maria faced trouble with her youngest son, when he secretly married his mistress, much to the outrage and scandal of both Maria Feodorovna and Nicholas.
Maria Feodorovna disliked Rasputin, whom she regarded to be a dangerous charlatan, and when his activities damaged the reputation of the Tsar, she asked the Tsar and Empress to remove him from their vicinity. When the Tsar remained silent and Empress Alexandra answered and refused for both of them, Maria assumed the empress was the true regent and that she also lacked the capability for such a position: “My poor daughter-in-law does not perceive that she is ruining the dynasty and herself. She sincerely believes in the holiness of an adventurer, and we are powerless to ward off the misfortune, which is sure to come." When the Tsar dismissed minister Vladimir Kokovtsov in February 1914 on the advice of Alexandra, Maria again reproached her son, who answered in such a way that she became even more convinced that Alexandra was the real ruler of Russia, and she called upon Kokovtsov and said to him: “My daughter-in-law does not like me; she thinks that I am jealous of her power. She does not perceive that my one aspiration is to see my son happy. Yet I see we are nearing some kind of catastrophe and the Tsar listens to no one but flatterers… Why do you not tell the Tsar everything that you think and know… if it is not already too late”.
In May 1914 Maria Feodorovna travelled to England to visit her sister. While she was in London, World War I broke out (July 1914), forcing her to hurry home to Russia. In Berlin the German authorities prevented her train from continuing toward the Russian border. Instead she had to return to Russia by way of (neutral) Denmark and Finland. Upon her return in August, she took up residence at Yelagin Palace, which was closer to St. Petersburg (renamed Petrograd in August 1914) than Gatchina. During the war she served as president of Russia's Red Cross. As she had done a decade earlier in the Russo-Japanese War of 1904-1905, she also financed a sanitary train.
During the war, there was great concern within the imperial house about the influence Empress Alexandra had upon state affairs through the Tsar, and the influence Grigori Rasputin was believed to have upon her, as it was considered to provoke the public and endanger the safety of the imperial throne and the survival of the monarchy.
On behalf of the imperial relatives of the Tsar, both the Empress's sister Grand Duchess Elizabeth Feodorovna and her cousin Grand Duchess Victoria Feodorovna had been selected to mediate and ask Empress Alexandra to banish Rasputin from court to protect her and the throne's reputation, but without success. In parallel, several of the Grand Dukes had tried to intervene with the Tsar, but with no more success.
During this conflict of 1916-1917, Grand Duchess Maria Pavlovna reportedly planned a coup d'état to depose the Tsar with the help of four regiments of the imperial guard which were to invade the Alexander Palace, force the Tsar to abdicate and replace him with his underage son under the regency of her son Grand Duke Kirill.
There are documents that support the fact that in this critical situation, Maria Feodorovna was involved in a planned coup d'état to depose her son from the throne in order to save the monarchy. The plan was reportedly for Maria to make a final ultimatum to the Tsar to banish Rasputin unless he wished for her to leave the capital, which would be the signal to unleash the coup. Exactly how she planned to replace her son is unconfirmed, but two versions are available: first, that Grand Duke Paul Alexandrovich of Russia would take power in her name, and that she herself would thereafter become ruling empress; the other version further claims that Grand Duke Paul Alexandrovich of Russia would replace the Tsar with his son, the heir to the throne, Maria's grandson Alexey, upon which Maria and Paul Alexandrovich would share power as regents during his minority. Maria was asked to make her appeal to the Tsar after Empress Alexandra had asked the Tsar to dismiss minister Polianov. Initially, she refused to make the appeal, and her sister-in-law Grand Duchess Maria Pavlovna stated to the French Ambassador: “It’s not want of courage or inclination that keeps her back. It's better that she don’t. She’s too outspoken and imperious. The moment she starts to lecture her son, her feelings run away with her; she sometimes says the exact opposite of what she should; she annoys and humiliates him. Then he stands on his dignity and reminds his mother he is the emperor. They leave each other in a rage.” Eventually, she was however convinced to make the appeal. Reportedly, Empress Alexandra was informed about the planned coup, and when Maria Feodorovna made the ultimatum to the Tsar, the empress convinced him to order his mother to leave the capital. Consequently, the Empress Dowager left Petrograd to live in the Mariyinsky Palace in Kiev the same year. She never again returned to Russia's capital. Empress Alexandra commented about her departure: “it’s much better Motherdear stays … at Kiev, where the climate is better and she can live as she wishes and hears less gossip”.
In Kiev, Maria engaged in the Red Cross and hospital work, and in September, the 50th anniversary of her arrival in Russia was celebrated with great festivities, during which she was visited by her son, Nicholas II, who came without his wife. Empress Alexandra wrote to the Tsar: “When you see Motherdear, you must rather sharply tell her how pained you are, that she listens to slander and does not stop it, as it makes mischief and others would be delighted, I am sure, to put her against me…” Maria did ask Nicholas II to remove both Rasputin and Alexandra from all political influence, but shortly after, Nicholas and Alexandra broke all contact with the Tsar's family.
When Rasputin was murdered, part of the Imperial relatives asked Maria to return to the capital and use the moment to replace Alexandra as the Tsar's political adviser. Maria refused, but she did admit that Alexandra should be removed from influence over state affairs: “Alexandra Feodorovna must be banished. Don’t know how but it must be done. Otherwise she might go completely mad. Let her enter a convent or just disappear.”
Revolution came to Russia in 1917, first with the February Revolution, then with Nicholas II's abdication on 15 March. After travelling from Kiev to meet with her deposed son, Nicholas II in Mogilev, Maria returned to the city, where she quickly realised how Kiev had changed and that her presence was no longer wanted. She was persuaded by her family there to travel to the Crimea by train with a group of other refugee Romanovs.
After a time living in one of the imperial residences in the Crimea, she received reports that her sons, her daughter-in-law and her grandchildren had been murdered. However, she publicly rejected the report as a rumour. On the day after the murder of the Tsar's family, Maria received a messenger from Nicky, "a touching man" who told of how difficult life was for her son's family in Yekaterinburg. "And nobody can help or liberate them - only God! My Lord save my poor, unlucky Nicky, help him in his hard ordeals!" In her diary she comforted herself: "I am sure they all got out of Russia and now the Bolsheviks are trying to hide the truth." She firmly held on to this conviction until her death. The truth was too painful for her to admit publicly. Her letters to her son and his family have since almost all been lost; but in one that survives, she wrote to Nicholas: "You know that my thoughts and prayers never leave you. I think of you day and night and sometimes feel so sick at heart that I believe I cannot bear it any longer. But God is merciful. He will give us strength for this terrible ordeal." Maria's daughter Olga Alexandrovna commented further on the matter, "Yet I am sure that deep in her heart my mother had steeled herself to accept the truth some years before her death."
Despite the overthrow of the monarchy in 1917, the former Empress Dowager Maria at first refused to leave Russia. Only in 1919, at the urging of her sister, Queen Dowager Alexandra, did she begrudgingly depart, fleeing Crimea over the Black Sea to London. King George V sent the warship HMS "Marlborough" to retrieve his aunt. The party of 17 Romanovs included her daughter the Grand Duchess Xenia and five of Xenia's sons plus six dogs and a canary.
After a brief stay in the British base in Malta, they travelled to England on the British ship the "Lord Nelson", and she stayed with her sister, Alexandra. Although Queen Alexandra never treated her sister badly and they spent time together at Marlborough House in London and at Sandringham House in Norfolk, Maria, as a deposed empress dowager, felt that she was now "number two," in contrast to her sister, a popular queen dowager, and she eventually returned to her native Denmark. After living briefly with her nephew, King Christian X, in a wing of the Amalienborg Palace, she chose her holiday villa Hvidøre near Copenhagen as her new permanent home.
There were many Russian émigrées in Copenhagen who continued to regard her as the Empress and often asked her for help. The All-Russian Monarchical Assembly held in 1921 offered her the "locum tenens" of the Russian throne but she declined with the evasive answer "Nobody saw Nicky killed" and therefore there was a chance her son was still alive. She rendered financial support to Nikolai Sokolov, who studied the circumstances of the death of the Tsar's family, but they never met. The Grand Duchess Olga sent a telegram to Paris cancelling an appointment because it would have been too difficult for the old and sick woman to hear the terrible story of her son and his family.
In November 1925, Maria's favourite sister, Queen Alexandra, died. That was the last loss that she could bear. "She was ready to meet her Creator," wrote her son-in-law, Grand Duke Alexander Mikhailovich, about Maria's last years. On 13 October 1928 at Hvidøre near Copenhagen, in a house she had once shared with her sister Queen Alexandra, Maria died at the age of 80, having outlived four of her six children. Following services in Copenhagen's Russian Orthodox Alexander Nevsky Church, the Empress was interred at Roskilde Cathedral.
In 2005, Queen Margrethe II of Denmark and President Vladimir Putin of Russia and their respective governments agreed that the Empress's remains should be returned to St. Petersburg in accordance with her wish to be interred next to her husband. A number of ceremonies took place from 23 to 28 September 2006. The funeral service, attended by high dignitaries, including the Crown Prince and Crown Princess of Denmark and Prince and Princess Michael of Kent, did not pass without some turbulence. The crowd around the coffin was so great that a young Danish diplomat fell into the grave before the coffin was interred. On 26 September 2006, a statue of Maria Feodorovna was unveiled near her favourite Cottage Palace in Peterhof. Following a service at Saint Isaac's Cathedral, she was interred next to her husband Alexander III in the Peter and Paul Cathedral on 28 September 2006, 140 years after her first arrival in Russia and almost 78 years after her death.
Tsar Alexander III and Maria Feodorovna had four sons and two daughters:
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Montauban
Montauban (, ; ) is a commune in the Tarn-et-Garonne department in the Occitanie region in southern France. It is the capital of the department and lies north of Toulouse. Montauban is the most populated town in Tarn-et-Garonne, and the sixth most populated of Occitanie behind Toulouse, Montpellier, Nîmes, Perpignan and Béziers. In 2013, there were 57,921 inhabitants, called "Montalbanais". The town has been classified "Ville d’art et d’histoire" (City of art and history) since 2015.
The town, built mainly of a reddish brick, stands on the right bank of the Tarn at its confluence with the Tescou.
Montauban is the second oldest (after Mont-de-Marsan) of the "bastides" of southern France. Its foundation dates from 1144 when Count Alphonse Jourdain of Toulouse, granted it a liberal charter. The inhabitants were drawn chiefly from Montauriol, a village which had grown up around the neighbouring monastery of St Théodard.
In the 13th century the town suffered much from the ravages of the Albigensian war and from the Inquisition, but by 1317 it had recovered sufficiently to be chosen by John XXII as the head of a diocese of which the basilica of St Théodard became the cathedral.
In 1360, under the Treaty of Brétigny, it was ceded to the English; they were expelled by the inhabitants in 1414. In 1560 the bishops and magistrates embraced Protestantism, expelled the monks, and demolished the cathedral. Ten years later it became one of the four Huguenot strongholds under the Peace of Saint-Germain, and formed a small independent republic. It was the headquarters of the Huguenot rebellion of 1621, and successfully withstood an 86-day siege by Louis XIII. It did not submit to royal authority until after the fall of La Rochelle in 1629, when its fortifications were destroyed by Cardinal Richelieu. The Protestants again suffered persecution after the revocation of the Edict of Nantes in 1685.
In the 17th century, the King of France revoked "l’Édit de Nantes". Montauban was considered as an intellectual city. Because Montauban was a Protestant town, it started to resist and hold its position against the royal power and it refused to give allegiance to the Catholic King. To scare off the King's opponents and speed up the end of the siege, 400 cannonballs were fired, but Montauban resisted and the royal army was vanquished. Saint Jacques church is still marked by the cannonballs, and every year in September, the city celebrates "les 400 coups" (the 400 shots), which has become a common phrase in French.
During World War II, Leonardo da Vinci's Mona Lisa was briefly hidden in a secret vault behind a wine cellar at Montauban.
Montauban's climate is temperate and subtropical (borderline "Csa"/"Csb" in the Köppen climate classification). Temperatures are rather mild in winter and hot in summer. The town experienced severe droughts in 2003, 2006, 2012 and 2015. On August 31, 2015, the Tarn-et-Garonne area was particularly struck by a wave of violent storms. These storms, accompanied by very strong winds, created a tornado, which caused considerable damage in a large part of the department. Montauban was particularly affected, with winds measured between 130 and 150 kilometers per hour (a record) in the city center.
Its fortifications have been replaced by boulevards beyond which extend numerous suburbs, while on the left bank of the Tarn is the suburb of Villebourbon, which is connected to the town by a remarkable bridge of the early 14th century. This bridge is known as "Pont Vieux" (i.e. "Old Bridge"). King Philip the Fair of France officially launched the building of the bridge in 1303 while on a tour to Toulouse. The project took 30 years to complete, and the bridge was inaugurated in 1335. The main architects were Étienne de Ferrières and Mathieu de Verdun. It is a pink brick structure over in length, but while its fortified towers have disappeared, it is otherwise in a good state of preservation. The bridge was designed to resist the violent floods of the Tarn, and indeed it successfully withstood the two terrible millennial floods of 1441 and 1930. The bridge is a straight level bridge, which is quite unusual for Medieval Europe, where lack of technological skills meant that most bridges were of the humpback type.
The "Musée Ingres", on the site of a castle of the Counts of Toulouse and once the residence of the bishops of Montauban, stands at the east end of the bridge. It belongs chiefly to the 17th century, but some portions are much older, notably an underground chamber known as the Hall of the Black Prince ("Salle du Prince Noir"). It comprises most of the work (including his "Jesus among the Teachers of the Law") of Jean Ingres, the celebrated painter, whose birth in Montauban is commemorated by an elaborate monument. It is the largest museum of Ingres paintings in the world. The museum also contains some sculptures by famous sculptor Antoine Bourdelle, another native of Montauban, as well as collections of antiquities (Greek vases) and 18th and 19th ceramics.
The "Place Nationale" is a square of the 17th century, entered at each corner by gateways giving access to a large open space surrounded by pink brick houses supported by double rows of arcades.
The "préfecture" is located in the palace built by the "intendant" of Montauban (the equivalent of a "préfet" before the French Revolution), and is a large elegant 18th century mansion, built of pink bricks and white stone, with a steep roof of blue gray slates, in a style combining northern and southern French styles of architecture.
The chief churches of Montauban are the cathedral, remarkable only for the possession of the "Vow of Louis XIII", one of the masterpieces of Ingres, and the church of St Jacques (14th and 15th centuries), dedicated to Saint James of Compostela, the façade of which is surmounted by a handsome octagonal tower, the base of which is in Romanesque style, while the upper levels, built later, are in Gothic style. Montauban:
The commercial importance of Montauban is due rather to its trade in agricultural produce, horses, game and poultry, than to its industries, which include nursery-gardening, cloth-weaving, cloth-dressing, flour-milling, wood-sawing, and the manufacture of furniture, silk-gauze and straw hats.
However, due to the proximity of Toulouse and the cheaper cost of industrial grounds, more and more mechanical products are being manufactured there.
Population:
Aire urbaine:
The town is a railway junction, and the station Gare de Montauban-Ville-Bourbon offers connections with Toulouse, Bordeaux, Paris, Brive-la-Gaillarde, Marseille and several regional destinations. Montauban communicates with the Garonne via the Canal de Montech.
Founded in 1144 by the Comte de Toulouse, the town of Montauban has some particularities: its center's red brick streets intersect at right angles and meet at the National Square (Place Nationale) which is ranked among the most beautiful squares of France. Some buildings and architectural complexes are distinguished, such as "le Musée Ingres", "la Place Nationale", "le Pont vieux", "L’église Saint Jacques", " la Cathédrale Notre Dame", « l’Ancien Collège des Jésuites », « le Muséum ».
The town is home of the rugby union club US Montauban. The team gained promotion from the Pro D2 competition for the 2006–07 Top 14 season. The whole town supports rugby, but the athletic club is also very efficient and national results have been regular since 2007. Some athletes in Montauban's athletic club are international athletes. Every year, since 2004, the Rene Arcuset cross country race has been organized in the city.
In the movie "Les Tontons Flingueurs" a French classic by Georges Lautner, shot and released in 1963, Lino Ventura's character is a businessman from Montauban. Called to Paris for a personal case, he is nicknamed by Bernard Blier’s character "Le gugusse de Montauban" (the guy from Montauban.) The "gugusse" will later answer: "one should never leave Montauban". Recently, a round-about in the center of the town was renamed "Tonton Flingueurs’ round-about" and placards with drawings of the actors have been displayed.
Montauban was the birthplace of:
Montauban was the deathplace of:
Montauban is the seat of a bishop and a court of assize. It has tribunals of first instance and of commerce, a chamber of commerce and a board of trade arbitration, lycées and a training college, schools of commerce and viticulture, a branch of the Bank of France, and a faculty of Protestant theology.
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